Cleveland, Ohio, United States
Creative, sharp, collaborative, and motivated project manager with a unique blend of experience encompassing finance services, operations, healthcare, information systems, education, and international business. Known for delivering high quality work, building relationships, analyzing processes with a focus on detail, managing change, and organizing teams using project management tools. Consensus builder and mentor who excels in open communication and strategic team formation. Project Management Skills: • Workflow Streamlining • Client and Team Training • Process Documentation and Standardization Leadership Skills: • Change Management • Team Building • Articulate Communication and Consensus Building Technical Skills: • Data Analysis and Integrity • Financial Reporting and Analysis • Technology Evangelist and Creative Solution Builder
Support live online operations through technical support of online teachers. Platforms used include Adobe, Zoom, and Teams.
Create new class and book material for GRE, GMAT, MCAT, AP, and LSAT. Content creation includes writing new content, creating new practice questions, designing slides and other materials for students and teachers, proofreading and copy editing.
ELITE 2 teacher with over a 90% excellence rating, as rated by students. Teach and tutor on-site students based out of the Cleveland, OH area, and act as a back-end teacher for classes and marketing events run on Kaplan's live online environment. Through the years, have directly or indirectly worked with thousands of students. Am score-qualified and trained to teach GMAT, GRE, LSAT, ACT, SAT and 2016 representative for part time faculty, tasked with increasing part-time employee retention and inclusion. Worked with other team members to design networking programs and group activities to increase employee satisfaction.
Led project and program teams of 50+ individuals with executive oversight. Worked with global key stakeholders to identify opportunities and create project plans and timelines using Office 365 and Confluence. Managed all stages of software development lifecycle. Mentored and coached two PMs and two interns. • Led the forming and storming of the cloud-native platform team. Worked with leadership to determine program organizational efforts, including program documentation methods, executive updating practices, team communication channels, and program tracking. Led development of a week-long on-site training event for full cross-functional team (150+ individuals from 10+ countries). Managed handoff of operations to the agility team once team was normalized. • Worked with leaders in newly created global divisions to stand up restructured decentralized organizations by developing standard communication tools, Key Performance Indicators, and staffing best practices. Reported progress to goal and launched process assessment tool to evaluate and refine practices and streamline program success. • Oversaw portfolio of projects for a clinical diagnostic product. Managed projects related to software release readiness, customer training programs, compliance upgrading, and software translation. • Managed global release across multiple business units of OnBase 2022 (Hyland’s flagship product), ensuring smooth interface between development, sales, marketing, finance, legal, and training, in addition to ongoing responsibilities. • Created curriculum for PM101 course. Wrote, managed, and edited Program Management Office blog. Deployed software updates and tracked upcoming product releases.
Led teams of 50+ subject matter experts. Analyzed software vendor contracts with legal and business stakeholders, confirming client needs were met with streamlined processes and outsourced solutions. Achieved 100% compliance on external IT audits after creating initial audit protocols. Reported to executive management on the progress and status of projects. • Managed and coordinated activities of approximately 40 internal resources and 10 external resources to design and implement a 3rd party platform for network of external delivery vendors. Organized Statement of Work contracting, Point of Sale integration, design, testing, vendor management and onboarding, invoicing design, IT security, reporting, and training. • Coordinated rollout of Microsoft 365 and Teams tools and other digital workplace tools for the retail stores group. Analyzed cost and operational effectiveness of the various tools and provided client focused cost saving recommendations. Managed acceptance testing and communication plan for 4,500 stores and 10,000 employees. • Managed a portfolio of 30+ reporting projects and enhancements for the consumer brands group. Coordinated ETL (extract, transform, load) work, metric attribute design and reporting activities with the business intelligence team. Identified other Information Technology resources to partner with to ensure data integrity and streamlined reporting. Received corporate award for commitment to excellence.
Led teams of 30+ individuals with project budgets of $11M. Designed, implemented, and taught project management courses. • Managed an $11M budgeted factory expansion project that updated 3 factory lines, added two new tanks, and implemented multiple new robots. Coordinated engineering design work, vendor selection, contracting, testing and commissioning new equipment. • Spearheaded the corporate and supply chain information technology expansion of the data field for store numbers affecting 40 systems. Partnered with the retail stores group to coordinate testing and implementation of code changes. Tracked outstanding issues and followed up with system owners to resolve. • Worked with HR and finance leaders and a 3rd party auditing firm to review compensation and payroll policies for risk assessment and mitigation. Identified payroll inequities and implemented changes to avoid potential lawsuits.
Managed data integrity for stores product database of approximately 500,000 products. Directed information technology initiatives and supported United States and Canadian merchandise control through analyzing and reporting financial and product data. Managed 2 direct reports. • Oversaw final conversion efforts of product database from mainframe to Oracle web-based product. Created and executed User Acceptance Testing to ensure completeness and accuracy of products within the database. • Developed and tested information technology enhancements to streamline new product additions to database. Developed automated communications within product workflows by streamlining product approvals and automating denials. Managed the new process communication to the field to ensure a seamless transition. • Spearheaded work to convert generic floorcovering SKUs to specific product SKUs. Coordinated with outside vendors to obtain accurate attribute data. Managed the review and upload of new SKUs. Mapped generic SKUs to new SKUs. Oversaw development and testing of new code needed to transition to the new system of SKU creation. • Developed and implemented team training for new business intelligence tools. • Team building and mentoring – Developed the skills and knowledge of the team through training in using new BI tools, cross-training in new areas, and inclusion in new projects and meetings that affect the entire team.
Direct report to CFO Challenged to prepare company for change from privately-held to publicly owned. Supported CFO and CEO with special projects while managing accounting and finance responsibilities including US GAAP reporting, financial reports preparation, and financial analysis. Oversaw indirect report staff composed of 6 controllers and several accounting managers and analysts. Efficiency Improvement – Working toward decreasing financial closing time 70% - to 3 days from 10. Faced numerous challenges in order to successfully complete, including: • Limited Tools – Decreased data entry 95% - from ~8 hours to <1 hour. Created new tools and programs to ensure compliance with US GAAP regulations and to better track intercompany balances. Automated existing Excel files resulting in extra time to analyze numbers. • Intercompany Reconciliation – Coordinated international conference with all regions to identify bottlenecks and brainstorm ways in which to improve the process as well as overall communication. Changed exchange rates process so corporate could finalize balances 1-day earlier. Set up training for controllers in order to streamline process and have all financial leaders take ownership of respective financial statements. Created new tools to ensure accurate trading balances between partners. Operational Improvement – Developed several useful reports and contributed research for the following: • Contributions Margins and Sales Report – Created automated 72-page report addressing product lines at regional levels; management team uses report to set sales targets. • Net Working Capital Reduction – Working directly with black belt project leader to collect data and research reduction methods of accounts receivable and inventory levels. • CAPEX Report – Used by CFO and CEO to track CAPEX spending and approve new CAPEX requests.