PROFESSIONAL SUMMARY:

• Senior Fortune 500 management consultant and business partner
• Multiple Organizational Change Management (OCM) certifications and extensive OCM experience
• PMP Certified in Project and Program Management with 10+ years of project experience
• Global Finance and IT stakeholder engagement and cross - functional implementation experience
• Experience managing a variety of programs including; large scale ERP application implementations, software development, business process re-engineering, and compliance programs (SOX)
• 15 years of operational finance experience (FP&A and Controllers)
• Banking Experience (Supplement provided)
• Salesforce Experience
• Strong IT background including SDLC processes, Agile and Software-Oriented Architecture (SOA)
• Big 4 consulting experience

PROFESSIONAL EXPERIENCE:

Confidential, Emeryville, CA

Change Management Lead and Business Analyst (Contract)

Responsibilities:

• Develop and define the organizational change management strategy for a $15 million Finance and Accounting transformation program (Health Care Client)
• Develop and manage a structured change management approach and methodology with limited direction
• Build a detailed Communications Plan, Stakeholder Assessment, Training Plan and Approach, Post Go Live Support Plan, Share point Program site, and Drupal-based post go live website
• Working directly with Finance and Accounting Subject-Matter-Experts (SMEs) develop and design learning strategies, identify learning points, and design competency-based training curriculums for all functions and initiatives
• Assume role as technical business analyst in capturing business process and system requirements, documenting the processes, and in developing a detailed Impact Assessment across all projects and stakeholders
• Manage a newly-hired business analyst in evaluating, prioritizing and driving approximately 30 finance and accounting business process improvement projects to completion

Confidential, Beaverton, OR

PMO Consultant (Contract)

• Defined Program Scope and schedule for the Global Controlling Transformation Program
• Worked with Leadership to identify cross-program dependencies
• Partnered with key stakeholders to define governance structure
• Worked directly with other functional program and project leads to support better coordination between programs
• Reviewed vendor SOWs to ensure alignment with scope Identified potential areas of scope redundancy

Confidential, San Francisco, CA

Senior Project Manager (Contract)

• Project Manager for cross-functional implementation of a new, compliance-driven business process
• Completed successful turnaround of ongoing project that was over budget, off schedule and needed change management guidance on deployment and stakeholder management
• Performed business process analysis of current environment and recommended cost effective business process options aligned with new Shared Services organization
• Developed and maintained all key program documents (Scope, Risks, Quality Plan, Schedule)

Confidential, Los Angeles, CA

Manager, Human Capital Practice (FTE)

• Human Capital Lead (Organizational Change Management) for Deloitte Enterprise Delivery for Agile; a standard, scalable approach to delivering all technology implementations
• Successfully completed one week Agile Bootcamp (Internal Scrum Certification)
• Successfully integrated change management plans and deliverables into Earned Value for Delivery framework
• Projects included: Change Lead, Global Oracle R12 upgrade; $50 million Finance Transformation (PMO Standup) (Health Care Client); Multi-million dollar PMO Standup; National Lead for Agile Change Management program development

Confidential, San Ramon, CA.

Expert Change Management Consultant/Deployment Lead, Pacific Gas & Electric (Contract)

• Applied a structured change management approach and methodology for managing the people side change resulting from the deployment of new technology and processes
• Identified potential people-side risks and anticipated points of resistance, and develop specific plans to mitigate or address the concerns
• Conducted readiness assessments, evaluated results and presented findings in a logical and easyto-understand manner
• Utilized excel-based estimation tool to manage change methodology including; deliverables scope by phase; degree of effort and cost. Tool was utilized to support TCO of a new change management methodology
• One of 4 consultants selected for the Being First Transformational Change Leadership Program

Confidential, San Francisco, CA

Senior Program Manager/Deployment Lead (Contract-to-hire)

• Client Implementation Lead for a new EaaS Educational Software Platform for University of Phoenix Start Up, AES
• Dual role: Customer-facing Implementation Lead and Senior Program Manager (internal)
• Provide project management leadership for all product teams including: Platform, Learning Management System, Digital Marketing, Data and Analytics (Hadoop), Web Services (Cloud), Training, Social Media, and Instructional Design for onsite and offshore cross-discipline teams comprised of developers, user interface designers and quality assurance testers through the entire project life cycle
• Worked with software and platform architects and technology teams to translate functional requirements to technical requirements (Software Engineering, Development Operations, IT Operations, Platform Deployment, and Infrastructure)
• Managed a team of eight Scrum Masters through the Agile/Scrum process in the delivery of mission critical, customer facing, enterprise software development projects to our production system

Confidential, Cupertino, CA.

Change/Project Management Consultant, CTB Automation 1.0-GSM Forecast (Contract)

• Project Manager and Change Management Lead for a multi-million-dollar strategic automation of Apple Procurement, Clear-to-Build, (Custom application/Oracle Interface)
• Manage and review Business Requirement Documents (BRDs) for completeness
• Manage UAT (User Acceptance Testing) design, Use case development, test strategy and reporting
• Provide feedback and input into the Adaptive Software Development process; including designing AT feedback loops, managing acceptance criteria, and communicating approaches to accelerating adoption by end users.
• Create and implement communication plan and provide direct support for training delivery • Review online and in person training materials for relevance and completeness

Confidential, San Jose, CA

Solutions & Training Lead Consultant

• Key member of the Strategic Pricing PMO Solutions Team responsible for delivering a multi-year $50 million cross-functional, global pricing framework and solution
• Facilitate solution design meetings and document pain points and key issues
• Manage and author Business Requirement Documents (BRDs) for selective functions
• Support UAT design, Use case development, and test strategy and design
• Change Management Lead, China Quick Win January 2010 to June 2010
• Associate Project Manager for full cycle implementation of a critical business and IT solution involving SAP and Oracle and impacting 18 different internal functions
• Developed successful, cross-functional Change Management methodology
• Defined scope and created project baselines for the Change Management Component
• Initiated and facilitated successful project kick-off meetings for Change Management
• Reviewed and consolidated Process Impact Assessments (Process Walkthroughs and Business Requirements) to support communication and training strategies

Confidential, Oakland, CA

Change Management Leader, IT Processes (Contract)

• Project directly shaped National Policy on key KP Health Connect operation issues
• SOX Remediation: Managing and reporting on system testing occurring in the production environment
• Managed and led multi-million dollars, full cycle cross-functional project in a highly-complex, matrix organization
• Actively engaged the business across multi functions and geographies to ensure all stakeholders had representation on the project team
• Developed and implemented National Change Management policy for the new Program
• Provided PM support for the development of all program plans

Confidential, San Francisco, CA

Finance Process Change / Project Manager /Trainer (Contract)

• Business process improvement project manager for IT/cross-functional impact program
• Successfully identified and remediated critical operational deficiencies
• Worked directly with business process owners on the implementation of Sox controls, including process re-design, and review of policies and procedures
• Reviewed and documented all global Sales Operations processes, policies, procedures
• End-to-end knowledge of Salesforce CRM

Confidential, Oakland, CA

Change Management Leader/Training, Sarbanes-Oxley 404 Compliance (Contract)

• Training Lead for Sarbanes-Oxley 404 Compliance program
• Built custom SOX training using Risk Navigator software application as primary SOX process tool
• Augmented software training with general Sarbanes-Oxley training; both process and methodology
• Independently delivered training to over 400 finance stakeholders nationwide
• Met all program objectives: Budget, Scope, and Quality

Confidential, Scotts Valley, CA

IT Business Analyst (Contract)

• Subject-Matter-Expert for global deployment of custom SOX (Sarbanes-Oxley) application
• Worked with end user to define workflow and system configuration
• Delivered custom application training in Asia Pacific, EMEA and Americas regions
• Supported new Finance shared services organization through change management and training