Project Portfolio Manager with 20 years of experience in IT project/program management, operations, strategic planning, and financial oversight. Proven success leading cross-functional teams, driving enterprise-wide initiatives, implementing PMO best practices, and aligning technology solutions with business strategy. Recognized for operational efficiency, leadership excellence, and delivering high-impact results.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Principal, Strategic Planning & Portfolio Mgmt.
Baskin Advisory Group, LLC
11.2023 - Current
Key leadership role in developing and executing the firm's strategic vision, overseeing client engagements, and building the internal portfolio capabilities of the organization.
Implement portfolio governance structures to ensure alignment with strategic priorities, resource optimization, and risk mitigation.
Provide financial planning and analysis expertise to develop financial models and forecasting processes to drive growth, operational excellence, and client impact.
Establish and manage a centralized project portfolio management framework for both client-facing and internal initiatives.
Leads the Project Management team and consultants, providing coaching, mentorship, and performance management to ensure successful project delivery.
Develops and implements a centralized project management framework, consulting tools, templates, and methodologies to support client delivery.
Senior IT Program Manager
Gwinnett County Government
01.2022 - 11.2023
Managed large-scale technology migrations, minimizing downtime during critical system transitions.
Led $7M+ IT infrastructure portfolio with focus on cloud and data center modernization with county-wide impact.
Directed an end-to-end Salesforce cloud platform implementation for the county, ensuring streamlined resource allocation, coordination, and alignment of interdependent activities.
Significantly improved IT Service Management (ITSM) workflows, ticket resolution times, and service delivery by 35%.
Successfully directed end-to-end software development lifecycles, leveraging Agile and Waterfall methodologies, to align technical solutions with user needs and maximize functionality.
Spearheaded the implementation of a $250K county-revolutionary Microsoft Azure–based virtual line queue management and appointment scheduling system, to improve customer flow, reduce wait times, enhance service delivery and provide better operational insights.
Senior Project Manager, Financial Services
Ricoh Financial Services
09.2019 - 09.2021
Developed comprehensive project plans, identifying risks and mitigation strategies for timely completion.
Tracked and analyzed 50+ MD50/MD70 change requests annually, identifying potential revenue leakage or cost overruns and implementing mitigations that reduced financial discrepancies by 15%.
Collaborated with Finance, IT, and Operations to assess OLFM modifications, delivering impact analyses that safeguarded $500M+ in lease portfolio value and improved forecasting accuracy.
Spearheaded requirements validation and approval processes for OLFM enhancements, ensuring 100% audit readiness and adherence to Oracle best practices and SOX controls.
Developed centralized change-control and financial-impact dashboards, reducing issue resolution time by 30% and improving executive visibility into project health.
Served as OLFM SME, mentoring cross-functional teams and enabling process improvements that increased leasing transaction processing efficiency by 20%.
Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
Senior Manager, Finance
Jones Lang LaSalle, JLL
09.2017 - 05.2018
Oversaw a $50M capital budget for NCR client (now NCR Voyix's) global Atlanta headquarters, implementing data-driven KPIs and performance metrics that increased forecasting accuracy and improved executive decision-making by 45%.
Developed and executed a comprehensive financial strategy, leading cross-functional teams and achieving a $100K reduction in operating expenses within six months.
Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
Directed a team of four accountants, streamlining financial reporting processes and accelerating report delivery by 90 minutes per cycle.
Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Practice Area Manager-Consumer Goods North America
Kurt Salmon
06.2014 - 03.2017
Directed a $80M annual portfolio of consumer goods technology initiatives across North America, driving enterprise solutions in cloud infrastructure, data center modernization, and warehouse automation.
Enhanced operational efficiency by 35% by deploying enterprise-grade project management platforms and standardizing PMO methodologies, accelerating project delivery timelines.
Led and mentored a cross-functional team of ten program associates, delivering initiatives on schedule and under budget, contributing to $8M in annual revenue growth.
Conducted training sessions to educate employees on best practices and procedures to increase profitability.
Designed and executed a receivables optimization strategy integrating predictive analytics, audit cycles, and early billing practices—boosting collections by 85% and strengthening cash flow.
Served as M&A IT strategy lead for firms transition to Accenture Strategy, orchestrating seamless integration of systems, applications, and workforce resources to rapidly identify and capitalize on post-merger synergies.
Senior Project Manager, PMO - Controller Practice
Deloitte Consulting, LLP
01.2006 - 10.2013
Directed a $30M public sector PMO-led IT systems integration initiative, successfully implementing a customized Statewide Automated Child Welfare Information System (SACWIS) for the State of Alabama in alignment with federal Title IV-E compliance.
Oversaw a 50-member cross-functional team through the development of functional requirements and a detailed conceptual design in accordance with 45 CFR §1355.55 federal SACWIS regulations.
Acted as the primary liaison between internal support units and external vendors, ensuring prompt resolution of infrastructure issues while adhering to federal accounting and audit standards.
Led operations management for a $4M program, including corporate budgeting and forecasting, resource allocation, H-1B visa staff oversight, and comprehensive risk management planning.
Optimized operational costs by 25% through implementation of Lean project management principles and strategic cost-control initiatives.
Managed real estate and asset logistics, including lease negotiations, fleet and facility oversight, corporate housing, ad-hoc rentals, and site closures across multiple project sites.
Delivered over 30 concurrent projects valued between $500K–$600K each, achieving consistent on-time delivery and high client satisfaction while maintaining full compliance with Statements of Work (SOWs).
Education
Master of Business Administration -
Nova Southeastern University
Ft. Lauderdale, FL
07.2000
Bachelor of Arts - undefined
Morris Brown College
Atlanta, GA
05.1996
Skills
Program & Project Management
Strategic & Financial Planning
PMO Setup & Best Practices
Process Optimization
Change Management
IT Infrastructure & Cloud Migration
Agile, Waterfall, and Hybrid Methodologies
ERP & CRM Systems
JIRA, MS Project, Basecamp
Data Analysis FP&A MS Excel
Accomplishments
Cost Reduction: Reduced project costs by 15% via strategic procurement overhaul.
Director, Investor Relations & Operations | Founding Team Member at Highland Advisory Group LLCDirector, Investor Relations & Operations | Founding Team Member at Highland Advisory Group LLC
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.