Seattle, Washington, United States
Strategic AI, Data, Operations, & Finance leader with 30+ years of experience designing intelligent operating systems across finance, delivery, and technology in the AEC industry. Recognized for developing high-performing teams. Expert in translating complex business problems into scalable data, automation, and AI-enabled solutions that improve cash flow, execution, and decision velocity. Proven operator at the intersection of people, process, data, and platforms, trusted by executive leadership to modernize ERP ecosystems, build Single Source of Truth, and embed analytics into day-to-day operations.
CORE CAPABILITIES Intelligent Operations: Operating Model Design • Business Process Reengineering • SOP Governance & Adoption • Workflow Automation Data, Analytics, & AI: Single Source of Truth (SSOT) • Data Lake Architecture • BI Dashboards • AI/LLM-Enabled Analytics • Predictive & Scenario Modeling Financial & Resource Strategy: Forecasting & Capacity Modeling • Cash Flow & DSO Optimization • Project & Portfolio Economics • Revenue Recognition & Billing Velocity Enterprise Transformation: ERP Evaluation & Modernization • Change Management • Cross-Functional Alignment • Executive & Board Communication SIGNATURE IMPACT Enterprise Data & AI • Leading the design of a firmwide Single Source of Truth (SSOT) data lake integrating ERP, HRIS, CRM, DT, and PD systems to enable real-time executive and operational decision-making. • Leading the design of an LLM-enabled analytics model linked to the firm’s data lake, establishing a foundation for secure mobile reporting and predictive insights. • Leading full-scale ERP evaluation and implementation including budgeting, vendor scoring, stakeholder alignment, timeline development, and C-Suite decision support.
Development of new tools/processes/policies Project/Resource Management KPI Reporting and Analysis (Firm and Project Levels) Worked with Principals and Project Managers to monitor project health Project Manager Training Contracts and Fee Estimates Risk Management
Development of new tools/processes/policies KPI Reporting and Analysis (Firm and Project Levels) GL/Financial Reporting/Closings Worked with Principals and Project Managers to monitor Project Health Project Manager Training Managing Accounting Team of 7
Implemented/Developed New Tools and Processes for Effectiveness and Efficiency Including: -Excel based reporting system for project financial health and resource planning -ERP Evaluation and Implementation Project Profitability Reporting and Analysis Worked with large data sets from multiple systems Worked with Principals and Project Managers to monitor project health Supervised a staff of six employees
Implemented/Developed New Tools and Processes for Effectiveness and Efficiency Including: -AP approval system for staff operating in 5 states eliminating all manual invoices -Time/Expense software for staff operating in 5 states eliminating all manual timesheets Project Profitability Reporting and Analysis Worked with large data sets from multiple systems Worked with Principals and Project Managers to monitor project health
Implemented/Developed New Tools and Processes for Effectiveness and Efficiency Including: -ERP Evaluation and Implementation Project Profitability Reporting and Analysis Firm Financial Management Project Contracting Project Management Technology Management HR Management Facilities Management Led the firm's operational staff
Developed Excel based data capture and reporting system for Finance Project Accounting and Reporting