Richmond, Texas, United States
Finance and Digital IT Transformation and Enterprise Program Leader with 25+ years of experience helping organizations modernize financial operations, implement ERP platforms, and deliver large-scale business transformation. I partner directly with CFOs , CIOs, PMOs and executive leadership to stabilize critical initiatives, improve financial visibility, and drive measurable operational and cost improvements. I am currently adding AI expertise in several areas, employing Claude and ChatGPT to create great program/project management protocols and templates, financial and operational dashboards, KPIs, and Finance/Accounting transformational process and functional changes, and write best practice documentation for use cases etc. My background spans enterprise finance, FP&A, ERP implementation, PMO leadership, and business process redesign across industries including energy, manufacturing, financial services, technology, and education. I am frequently engaged to lead high-impact initiatives where organizations need experienced leadership to assess risk, establish governance, align stakeholders, and deliver results quickly. I specialize in: Finance Transformation (R2R, P2P, O2C, FP&A) ERP Strategy & Implementation (SAP, Oracle EBS, NetSuite, Anaplan, Dynamics) Interim Program / Project Leadership Interim FP&A, Finance, and Accounting PMO Setup, Governance, and Recovery Shared Services and BPO Transitions SOX, Internal Controls, and Audit Readiness UAT, Integration, Cutover, and Post-Go-Live Stabilization Organizational Change Management and Lean Six Sigma, Business Process, and Value Stream Mapping Throughout my career, I have led global ERP finance workstreams, established enterprise PMOs, transitioned finance operations to shared services environments, and delivered automation and process optimization initiatives that reduce costs and accelerate close cycles. I have supported complex environments including BP, AIG, and Hewlett-Packard, as well as Fortune 500, private equity–backed, and high-growth organizations. Current focus: Contract / C2C / 1099 engagements as: Finance Transformation Leader ERP Finance Program Manager Interim PMO or Transformation Executive CFO Transformation Advisor Program/Project Manager for major Business, Finance, and IT engagements If your organization is implementing a new financial system, standing up a PMO, integrating acquisitions, or stabilizing a critical finance initiative, I bring the leadership, structure, and execution discipline to deliver results. MBA (Finance) | Lean Six Sigma Master Based in Houston | Available for remote and travel
I have joined, as a Member, a world organization of independent consultants called Veritux, which is a subsidiary of Umbrex. Veritux connects the world’s top independent professionals. We take our name from the Latin words veritas (truth) and dux (guide), as our members seek to be true guides to their clients. By connecting with one another, Veritux members build relationships, share lessons learned, and discover opportunities to collaborate, allowing us to serve our clients better.
Member of three person panels that review and make rulings on protests re appraised property tax values for residential, commercial, land, and business personal property amounts for the county.
Currently assisting large companies to small businesses in setting up their financial/accounting systems and/or developing astute and comprehensive financial reporting for upload or distribution. Creating tracking methodologies to assist businesses in Houston and nationally with their financial and IT management in order for the business to make good long-term business decisions. Implementing appropriate financial software, and reducing cost by adding business process improvements to current operations. Now officially Golden Eagle Management Consulting LLC! Working with both mid-tier to large firms in W2 Management Consulting in Financial Transformations, BPM, OCM, ERP implementations, program/project management, partnering with other management consulting firms, and with small businesses in 1099 financial systems, dashboarding, system choice and implementations
Reported directly to the CFO with dotted line to the CIO, responsible for the financial side implementation of the global ERP solution for Fathom Created the business requirements and functional requirements for the entire financial and accounting functions, interviewing financial sponsors to SMEs Responsible for creating, verifying, and submitting valuable financial reporting analyses directly from the ERP, as well as employing an Excel download tool to configure financial statements and other critical external and internal reporting Oversaw the SOX key controls implementation re Finance to the ERP, ensuring compliance with regulatory entities Part of a two- person team with the Senior Manufacturing BA, to create start to finish optimized business processes, work flows including approvals, and seamless manufacturing to reporting automation Conducted valuable weekly hypercare meetings for a location that failed in its first attempt at Go Live due to poor project planning and communications plans
Overall responsibility for the development and presentation to a major tech client’s PMO Innovation team manager and the R2R Transformation team leadership, a 54- page white paper defining areas of opportunity for process optimization and RPA/Bot automation of current manual and/or non-standard corporate and regional processes Published a white paper to the leadership of the consulting company, and the LinkedIn PMO leadership team on standardizing regional processes and developing a change management scenario to accomplish the implementation Created detailed Use Cases that defined current state R2R and sub-category processes and future state process optimization and automation for specific transactional, close, and financial processes throughout the company, while setting up the business requirement document structure Responsible for reporting results, accomplishments, and issues to leadership at both the client and the consulting company, and offering astute solutions to significant business issues Created and published summary level and detailed business processes for Accounts Payable, from ingestion of invoicing from Vendor to final archiving and payment through Oracle ERP, as well as working with the client and Innova to develop backdrop technical diagrams and RPA/BOT automation recommendations