Lehi, Utah, United States
Strategic Technology Executive with 20+ years building enterprise systems functions and transforming how organizations operate — embedded directly in CFO organizations, partnering with Finance, GTM, People, Legal, Compliance, and Engineering teams to ask the question that drives everything I do: "How do you want your part of the business to run differently and better?" SIGNATURE ACHIEVEMENTS: ➤ $23M+ in annualized OpEx savings — CFO-mandated governance through SaaS rationalization, Coupa P2P reimplementation, vendor negotiation, and real estate consolidation across 15+ locations ➤ Enterprise systems integration architect across 6 M&A events — orchestrated zero-downtime centralization of 40+ platforms across NA, EMEA, and APAC; enabled ~$15M software write-off in 6 months post-acquisition; governed end-to-end data pipeline enabling executive capacity planning and long-term investment decisions ➤ 15+ years leading IT operations and infrastructure — service desk, endpoint management (MacOS/Windows), identity governance (Okta/Entra), cloud infrastructure (AWS/Azure), Zero Trust security, and BCDR; maintained 99.9% uptime across global, multi-site, remote-first organizations including 22 countries and 350+ facilities ➤ Founded Enterprise Systems and Procurement functions from scratch; transformed IT Operations into a high-performing, business-aligned partner; applied vendor management and procurement expertise to strategic Facilities management across 15+ locations ➤ Promoted four times in 7 years through two acquisitions (MaritzCX → InMoment → Press Ganey); standardized governance raising project completion from 50% to 95% ➤ Built Internal AI Governance Framework and NHI protocols for production-grade enterprise AI deployment — active daily Claude user CORE EXPERTISE: Executive Focus: AI Governance · M&A Integration · Finance Systems · Digital Transformation · Zero-to-One Building · CFO Partnership Tech Stack: Oracle NetSuite · Salesforce · Workato iPaaS · Workday · Coupa · Adaptive Insights · DocuSign CLM · Navan · BambooHR · ADP · ServiceNow · AWS/Azure · FinOps principles Governance: SOC 2 Type II · ISO 27001 · GDPR · SOX (ITGC) · HIPAA · NIST · ITIL Open to VP of Enterprise Systems, VP of Business Applications, VP/Director of IT, Senior Director Enterprise Systems, and Finance Systems leadership roles — remote or hybrid.
(formerly InMoment; InMoment acquired MaritzCX in 2020, Press Ganey acquired InMoment in 2025) Executive Business Partner reporting to the CFO/COO. ➣ Founded Enterprise Systems and Procurement functions from scratch; transformed IT Operations into a high-performing, business-aligned partner — building operating models, governance frameworks, and vendor compliance programs across all functions. ➣ Delivered $23M+ in annualized OpEx savings: $20M+ through SaaS rationalization and Coupa P2P reimplementation with no-PO-no-pay controls; ~$3M through lease terminations and consolidations across 15+ locations. ➣ Led SAP Concur → Navan + Chrome River T&E migration (1,200 users, dynamic policy redesign, $30K+ savings); directed Coupa → Workday Finance/WSS AP migration covering 400 vendors and 200+ active contracts. ➣ Partnered with CFO/COO on multi-year financial visibility initiative connecting NetSuite, Salesforce, BigTime, and BambooHR via Workato — enabling $200K in vendor renegotiation savings and strategic margin decisions. ➣ Orchestrated zero-downtime centralization of 40+ platforms post-$6B+ merger; led CorpIT consolidation in 6 months enabling ~$15M Press Ganey software write-off. ➣ Established Internal AI Governance Framework and NHI protocols; designed Workato Integration Hub achieving 85% workflow automation and 1,500+ labor hours reclaimed annually. ➣ Managed $6M IT budget with $60M spend accountability; raised project completion 50%→95%; maintained 99.9% uptime; led global org of 15–20 with 100% talent retention through high-stakes merger.
➣ Promoted to Director upon demonstrating full ownership of the enterprise systems portfolio — expanded scope to include CorpIT oversight and cross-functional technology governance across a rapidly scaling, PE-backed SaaS organization. ➣ Led Sage Intacct → Oracle NetSuite ERP migration — architected all post-migration integrations between NetSuite, Salesforce, BambooHR, and Adaptive Insights; ensured data integrity for FP&A planning and board reporting. ➣ Served as systems integration architect for 2 acquisitions from pre-close planning through post-close execution with zero downtime and SOX-compliant data integrity. ➣ Directed governance of NetSuite, Salesforce, Coupa, Workday, DocuSign CLM, and Adaptive Insights during hyper-growth and M&A activity.
➣ Founded Enterprise Systems function — a newly created role with no predecessor; built all CFO-organization business relationships, organized financial systems documentation, and established the operating model for Finance, HCM, and GTM systems governance. ➣ Founded Procurement department in partnership with AP, Finance, Legal, and Compliance — established governance frameworks, vendor compliance standards, and no-PO-no-pay financial controls. ➣ Deployed Workato automation across 25 enterprise systems for employee on/offboarding — enabling real-time SaaS license rightsizing (~$100K savings). ➣ Served as systems integration architect for 2 acquisitions — planned, designed, and executed platform consolidations with zero downtime.
➣ Directed end-to-end technology strategy across 350+ facilities and 20 offices in 22 Asian countries — successfully transitioning a fragmented, decentralized infrastructure to a secure, high-performance Shared Services model. ➣ Served as a key member of the Area Executive Team, translating complex technology roadmaps into actionable business strategies for non-technical regional leaders and C-level stakeholders across diverse emerging and developed markets. ➣ Led the Zero-to-One implementation of ADP Celergo payroll and financial systems across 22 countries — ensuring data integrity and regulatory compliance across diverse legal and currency environments. ➣ Maintained 99.9% network uptime and reduced network outage incidents by 95% through standardized Meraki and VoIP rollouts, centralized identity standards, and Zero Trust protocol implementation. ➣ Maintained a flat operating budget for 8 consecutive years — reducing telecommunications costs by 50% through analytics-driven vendor negotiations. ➣ Reduced leader travel time by 80% through technology-enabled distributed asset management and workflow automation.
➣ Designed and implemented technology solutions across 7 US locations — managing stakeholder requirements, system lifecycle, budgets, and daily IT operations. ➣ Planned, installed, and supported servers, networking infrastructure, smart card systems, and videoconferencing equipment across multiple locations.
ERP Service Desk Manager → Project Manager ➣ Promoted to Manager after 6 months — led team of 8 responsible for monitoring and resolving ERP issues across 3,000+ users of AS/400 system; centralized global ERP desks into a standardized ITIL-compliant service center. ➣ Led 8-month project to reengineer a vital logistics process central to retaining a 5-year multi-million dollar contract — received Bronze Recognition award for Amgen Go Live Implementation support.
I started as a technician and was promoted to supervisor after my 3 month probation was over. I lead a team of 15 support technicians to continually exceed performance expectations. ➣ Supervised and trained employees that provided technical support ➣ Selected as member of the executive team that transitioned the support from 10 hrs a day to 24/7 ➣ Employee of the month first 3 months