Functional Skills

Accounting
Business Operations
Budgeting
Project Management
Performance Management
Procurement
Cost Reduction
Data Migration
Strategic Planning
Data Governance

Software Skills

R
Microsoft Word
Microsoft Excel
JavaScript
Microsoft PowerPoint
Asana
SQL
Python
Google Analytics
Microsoft Project

Sector Experience

Automotive
Business Services
Financial Services
Healthcare
Technology

Experience

HAIG BARRETT, INC. Operations
COO and Director of PMO
1/2015 - 7/2023
• Surpassed profit expectations by spearheading the firm's professional services while bolstering process efficiencies, leading to significant bottom-line improvements.
• Introduced and streamlined process efficiencies across all operational domains, including HR, Finance, CRM, and Reporting, to drive heightened productivity and organizational coherence.
• Expertly managed Finance operations, encompassing forecasting, project & portfolio budgeting, cash flow management, accounting, and financial reporting, ensuring financial stability and transparency.
• Collaborating with the CEO, we devised and executed short- and long-term business objectives, strategies, and plans, driving the company toward its ambitious growth targets.
• Seamlessly orchestrated and managed the annual operational planning process, meticulously balancing targets, budgets, and resources to optimize organizational performance.
• Strategically aligned all HR operations with company goals.

HAIG BARRETT, INC. Management Consulting
Senior Consultant – Program Manager
1/2009 - 1/2015
• Successfully established a cutting-edge Program Management Office for Knight Law Group, meticulously recruiting, hiring, and training a talented team of three project managers to spearhead the firm's major initiatives.
• Led the comprehensive Salesforce Program at a prominent law firm, collaborating with three Senior Project Managers, the COO, and department heads to redesign and seamlessly migrate the firm's operations to Salesforce. Created custom applications/modules tailored for each department and implemented efficient workflows to streamline the handoff of cases from one department to another.
• Oversaw the conceptualization, development, and implementation of Toyota Motor North America's game-changing Parts Return program, revolutionizing the company's strategic approach to parts management.
• Actively contributed to implementing comprehensive policies and procedures for Toyota's Parts and Accessories sales division, driving standardization, and boosting operations.

WellCare Health Plans Data Science / Analytics
Director, Compliance Analytics
1/2006 - 1/2009
• Steered the enterprise-wide Top 50 Dashboard program at WellCare Health Plan for the CEO, orchestrating the efforts of multiple project managers and department leads to implement the necessary systems and processes for data extraction from key departments. The data was then meticulously transformed and integrated into a data warehouse, enabling a comprehensive, responsive drill-down dashboard that enhanced decision-making.
• Formulated an effective business strategy and directed the procurement and implementation of a new Governance, Risk, and Compliance (GRC) system, ensuring a comprehensive and proactive approach to corporate governance.
• Engineered specialized Extract, Transform, Load (ETL) processes and programs that facilitated rapid data migration to a new platform, significantly reducing the time and costs associated with data transfer.
• Procured and flawlessly implemented an IBM Cognos BI platform, creating web-based, dynamically generated compliance reporting.

Anthem Information Technology
Business Operations Analyst, Specialist
1/2003 - 1/2006
• Innovatively re-engineered existing encounter data reporting and ETL processes to seamlessly conform to the new ANSI x12 Electronic Data Interchange (EDI) standards, enabling smoother data interchange and minimizing errors.
• Orchestrated a company-wide NPI (National Provider Identifier) implementation across all systems, databases, and processes, ensuring standardized provider identification across the healthcare organization.
• Developed a testing process, including crafting detailed scenarios and scripts, for the comprehensive validation of the new EFT (Electronic Funds Transfer) and ERA (Electronic Remittance Advice) systems, ensuring flawless functionality and compliance.
• Masterminded the creation of advanced Oracle Financial SQL report queries tailored for the Finance Department, enabling better financial data extraction and analysis and thus contributing to more informed decision-making.
• Achieved a significant annual reduction in compliance costs of over $2M.