Availability
Currently available for Program and Project Support
Direct Hire, W-2, Corporation to Corporation (C2C, 1099), Independent Contracting
Specialties
Program & Project Management
Executing Enterprise-level programs to quick hit projects through planning, collaboration, execution, and reporting
Strategy & Operations
Turning leadership vision into tangible results working alongside teams and using data-driven insights
Digital & Financial Transformation
Leading organizations through technology and process improvements with comprehensive change management
Regulatory Compliance
Ensuring that processes and technology deliver business value while complying with regulations
Statistics
20+
Programs and projects
16
Public and Private Sector Clients
30+
International Teams
$66M
Largest program budget
Project Details
Client names and details withheld due to confidentiality agreements
List of Services
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Program And Project ManagementList Item 1
- Built project schedules, reports, and leadership presentations
- Created and delivered recovery strategy for major global digital HR transformation that was at risk of losing leadership and stakeholder support due to delays and perceived reduction of business value
- Recovered multiple programs and projects that had limited organizational support by building structure, realigning milestones and related tasks, and integrating reporting for leadership visibility
- Led weekly Portfolio reporting consolidation and delivery
- Managed the physical transition of Project Managers to an Agile workforce design
- Created leadership dashboards to communicate weekly metric attainment or issue
- Worked across functional areas to determine impacts of new products and strategy changes to ensure Compliance team awareness and capacity
- Created vendor agreements and managed vendors and independent contractors
- Led coordination calls with stakeholder teams to ensure smooth transition and adoption of new software (from Excel-based reports)
- Utilized project management best practices to design, develop, and implement a $66M international Anti-Money Laundering and Counter Terrorist Financing compliance and process improvement program
- Established regular team interaction through various channels to coordinate with diverse project teams in North America, Middle East, Africa, and Asia Pacific regions
- Worked in-country to develop context of operations and to directly engage with global stakeholders on issues confronting developing country financial institutions
- Prepared supporting documentation, recommendations, implementation plan, and milestones to track progress after project close
- Built relationships with key decision makers while balancing the interests of their customers
- Created reports and presentations for internal and external oversight bodies including international regulators and Board of Directors
- Analyzed regulations to create business requirements for global operations and technology solutions
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Digital and Financial TransformationList Item 2
- SAP ERP, SAP Supply Chain, Workday, NICE Actimize, RSA Archer and Client solution implementation
- Business Requirements gathering
- Testing design and execution
- Built training guides based on business processes and stakeholder needs
- Served as a Subject Matter Expert for client’s Planview integration and transition to sustainment
- Created a Portfolio and Program Management Playbook to standardize processes and guide resources
- Led testing, data transition, release, and Hypercare for implementation of RSA Archer Risk Management solution
- Empowered clients to realize opportunities for organizational transformation though process mapping and analysis, Lean, and Six Sigma exercises
- Resolved financial transformation and system implementation issues that were impairing the ability to perform key organizational processes
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Strategy and OperationsList Item 3
- Completed Current State and Future State Business Process Mapping (Visio, LucidChart, Confluence, Mural, ADONIS)
- Built Change Management materials and worked with Change Lead on influencing strategy
- Supported a divestiture of a business unit which involved the transfer of 22,000 employees and all related data in a two-month timeline in Workday
- Mapped processes for business units integrated as part of a merger
- Supported the right sizing and role definition of team members to support ongoing workload
- Created strategies for repeatable implementation of policy changes
- Researched and analyzed the corporate structure, competitive environment, potential partnerships, and unique service offerings of the organization in alignment with the overall mission of improved health outcomes
- Developed the knowledge and resources to effectively evaluate and improve traditional development, social enterprise, and impact investing programs
- Gathered feedback from clients on strategic goals to prepare marketing materials and create new business opportunities
- Shaped valuable policy and guidance for organizational process improvement, regulatory compliance, and risk management
- Exercised independence in tasks and training in order to gain unique perspectives on operations and culture
- Performed detailed financial analyses for client companies to comply with regulations, increase efficiency, and discover growth opportunities
- Researched emerging trends in the Energy Services field, specifically in Risk Management and Public Policy
- Researched and shared best practices on business requirements, project/program management, financial inclusion, digitization, data privacy, and product implementation
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Regulatory ComplianceList Item 4
- Developed repeatable strategy for employee transfer to new business unit in countries where employee data and systems are independent for compliance purposes
- Confirmed the accuracy of records
- Created structure for responding to external regulatory policy and internal directives to ensure that stakeholders could proactively integrate policy changes
- Reviewed regulatory policy to determine impacted stakeholders and communicate changes
- Reviewed client’s Risk Management strategy to ensure that team’s processes were compliant
- Created common repositories for Compliance program procedures, reporting, and related artifacts to ensure clean internal audits and regulatory reviews
- Updated policies and procedures from Acquisition entity to ensure consistency, completeness, and clarity
- Recommended compliance interfaces based on industry best practices that balanced business growth with regulatory requirements (Anti-Money Laundering AML, Bank Secrecty Act BSA, Countering the Financing of Terrorism CFT, Know Your Customer KYC, Enhanced Due Diligence EDD)
- Created comparison of Risk Management Strategy and Structure to Industry Best Practices
- Analyzed regulations to create business requirements for global operations and technology solutions
- Implemented a risk scoring methodology to reduce the time, effort, and cost of determining the risk level of customers
- Participated in high-profile engagement teams improving internal processes and reducing financial risk
- Testified in administrative law proceedings
- Served as a policy and compliance expert for a regulatory agency
- Served on several agency and statewide committees addressing issues such as heating assistance, energy efficiency, and government operations
