Broomfield, Colorado, United States
Strategic initiatives leader at the intersection of finance, data, and technology. I drive cross-functional execution of growth initiatives, with a focus on data governance, compliance, and scalable innovation. Known for delivering results through collaboration, process optimization, and stakeholder alignment. Passionate about building systems that simplify workflows, safeguard data integrity, and accelerate business transformation. Areas of Focus: Governance | Finance | Strategic Initiatives | Reporting & Analysis | Project Management | Business Analysis | Data Aggregation & Management | KPI Development & Reporting | Process Creation & Implementation Sustainable Business Strategy, Harvard Business School (expected March 2022) SASB FSA Level 1 Certified
Advisor, Healthcare Market & Technology, 2018-Present Advise senior leadership on strategic and portfolio business initiatives. Identify financial and Agile key performance indicators (KPIs), trends, and events impacting the business. Manage budget and forecast to ensure annual EBITDA and working capital targets are met. Own the financial planning for Healthcare Agile projects. Notable Contributions: • Reduced operating expenses by managing capital forecast and hiring planning expenses. • Increased Capitalization by training team members, reviewing capitalization plans with leadership monthly, and providing support for all team members. • Established data integrity mindset and process improvement with finance partners by developing data validation models (Excel) and financial data trackers. • Implemented change control process and standards. • Served as Healthcare Market and Technology Business SME for an integration project. Senior Consultant & Certified Scrum Master, Healthcare IT / Agile PMO, 2016-2018 Led financial planning and review sessions. Facilitated monthly metrics reviews with Scrum teams and senior leaders – reviewed defects, software uptime, and financial metrics. Notable Contributions: • Established new processes and guidelines for Agile projects, program budgets, and forecasting preparations. • Developed new metrics and standards for reviewing Agile project financials.
Senior Business Analyst, Digital Marketing & Sales, 2015-2016 Led Sprint planning, including backlog management, task management, requirements planning, and documenting sessions with all stakeholders. Notable Contributions: • Improved the requirements gathering process for IT by implementing Application Lifecycle Management requirements module standardization, and end-to-end requirements management, and communication process. • Mentored junior Business Analysts on meeting facilitation, conflict management, and requirements documentation. • Developed and implemented Executive Project Status Assessment Scorecard.
Senior Financial Operations Analyst, Corporate Financial Planning & Analysis, 2014-2015 Responsible for implementing process optimizations for the Corporate Finance organization. Documented Salesforce to SAP BPC integration points, data normalization criteria, and reporting requirements. Notable Contributions: • Established reporting matrix to audit monthly reports to ensure all reports are updated with consistent hierarchy structure (from SAP BPC) and provide value-add to the business. • Conducted ‘lessons learned’ session to establish process improvements for subsequent fiscal year budget process from planning phases through the budget board deck submission. • Chosen as Project Manager/Corporate Finance Sponsor for National Revenue SAP BPC instance implementation.