Functional Skills

Business Development
Business Operations
Communications
Financial Planning & Analysis (FP&A)
Process Improvements
Project Management
Strategic Planning

Software Skills

Microsoft Excel

Sector Experience

Business Services
Financial Services
Social & Public Sector
Technology

Experience

U.S. Small Business Administration Finance
Senior Advisor to the Chief Financial Officer
3/2023 - 3/2025
• Advised the Chief Financial Officer and Senior Executive Service leaders on strategic planning, risk management, financial systems, audit compliance, and financial reporting; provide recommendations for innovative solutions
• Led high priority projects including re-organization, process enhancements, and Agency-wide CFO training events
• Served as Acting Budget Director, leading a team of 7 federal budget analysts and 5 contractors responsible for overseeing the SBA's budgetary authority, creating apportionments and obligating Agency funds
• Provided direction related to budgetary and acquisition strategic planning to programs; develop Agency-wide guidance materials for annual planning and execution exercises
• Leveraged systems and data to summarize funding scenarios and present recommendations to leadership; conduct financial analysis to propose program budgets given fiscal uncertainties

Guidehouse, Public Sector Financial Services Management Consulting
Managing Consultant
6/2020 - 3/2023
• Served as Deputy Operations Director for an Agency's fiscal transfer agent contract, supporting the establishment of the program and secondary market as a benchmark for Government-wide federal credit programs
• Led workstreams in a successful 1-year migration to transfer Agency systems from incumbent contractor
• Provided project management support across 13 workstreams; managed 2 modernization workstreams
• Launched industry-facing ambassador program between Guidehouse and 12 secondary market financial institutions
• Supported business development efforts in federal credit programs through pricing and resource management
• Defined new process for operations team to track staffing needs and recruiting efforts
• Established collaborative relationship with Agency's senior-level leaders during peak of COVID-19 crisis
• Served as a trusted advisor by assessing impact of legislation on Agency programs

Siemens Government Technologies, Inc. Information Technology
Information Technology Project Manager
6/2019 - 5/2020
• Established the company's first Project Management Office to meet future business need for ongoing IT initiatives
• Automated 3 employee touchpoints with IT department using new service desk management platform
• Created and implemented IT's first communications policy for two major IT implementation projects in 2019
• Prepared all IT policy and procedure documentation, approximately 25 documents, to prepare for 2020 audit

IBM Global Business Services, Public Sector Management Consulting
Managing Consultant
7/2013 - 7/2018
• Led business development efforts for $60M pipeline across 30 accounts, contributing to $1M in signings in 2017
• Facilitated over 75 Design Thinking workshops, contributing to $400M in pipeline growth in 2016
• Developed cognitive solutions training programs and hackathons for 200+ consultants
• Created Digital services organization; managed offering creation and marketing to meet anticipated business needs
• Led requirements gathering workshops and proposal development for two large Public Service clients
• Recruited into 2-year development program targeting high performers for focused training and mentoring
• Supported government contracts at General Services Administration and U.S. Agency for International Development
• Prepared pricing and cost estimates for task order responses; gathered requirements, priced labor and required resources, documented assumptions, and presented risks and mitigation strategies to leadership

IBM Software Information Technology
Acquisition Integration Intern
5/2012 - 8/2012
• Led contract data harvesting activities for multiple acquisition projects
• Facilitated business partner enablement activities alongside leadership

Prime Photonics Accounting
Accounting Intern
5/2011 - 8/2011
• Wrote company's first Accounting Policy and Procedures manual
• Learned and documented payroll process using Quickbooks software
• Conducted employee interviews across departments to document organizational roles and responsibilities