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Work Background
EmbarkSenior Manager | Business Transformation Consulting
Apr. 2024San Diego, California, United States · Hybrid
EYGlobal Sustainability Go-to-Market Manager
Nov. 2022 - Jul. 2023San Diego, California, United States · RemoteDesigned and developed a innovative, sector-agnostic design thinking tool for EY's sustainability solutions portfolio, which served as a sales enabler for potential and current clients. Created a robust go-to-market toolkit, developed with industry experts, which elevated EY's strategic offerings and positioned the firm as a leader in sustainability services. Orchestrated pilot programs with Fortune 500 executives to iteratively improve the tool, contributing to EY's competitive edge. Additionally, designed an operating model and go-to-market strategy for a public sector sustainability solution, establishing EY as a key player in addressing specific client needs and maximizing impact in the public sector sustainability space.
EYManager - Business Transformation Consulting
Sep. 2020 - Feb. 2024San Diego, California, United States · RemoteAccomplished Business Transformation Leader with a proven track record in managing complex, high-profile projects. Led project management and SFO (strategy, finance and operations) for a $450M engagement, overseeing 30+ teams and 500+ resources, showcasing adept leadership in project management. Managed a dynamic and globally dispersed team of ten, ensuring program success through effective resource management and stakeholder engagement. Drove transformative business process improvements, resulting in improved data quality, streamlined workstreams and improved margins. Demonstrated strong leadership and product development expertise by contributing to the creation of an AI-driven job marketplace platform, leading the development of essential project kickoff materials, and successfully presenting a comprehensive project plan and pricing strategy to secure a high-priority engagement with C-Suite level client executives.
EYSenior Consultant - Business Transformation
Nov. 2018 - Sep. 2020Washington D.C. Metro AreaLed engagement economics and financial analysis, creating a robust financial model for budgeting and forecasting project burn. Implemented streamlined processes for updating actuals and forecasting, enhancing data integrity. Executed a dynamic reporting dashboard for insightful presentations to clients and EY leadership. Monitored weekly engagement metrics, identified risks, and collaborated with cross-functional team leads to develop strategies for project success and risk mitigation.
PwCSenior Associate, Advisory
Jul. 2018 - Nov. 2018Washington D.C. Metro Area• Led task order for government agency valued at $150k that involved documenting 30+ complex processes and identifying areas of potential risk to the agency from an operational efficiency and internal controls perspective
• Conducted an in-depth benchmarking exercise of the client's data reporting capabilities against those of three other similar agencies, consisting of determining best practices for the client's demographic, gathering data through informational meetings, analyzing data and identifying opportunities for improvement, and presenting recommendations to PwC and client leadership
• Planned and executed the end-to-end process of deliverable creation, including leading interviews with senior-level client stakeholders, synthesizing information to write detailed Standard Operating Procedures, incorporating client feedback into final deliverable versions, and providing recommendations for process improvement
• Developed and managed detailed project plan for task order, producing high-quality deliverables under compressed timelines despite delays caused by the client • Managed relationships and communication with client executives and prime contractor leadership through weekly and ad-hoc update calls • Serves as a key contributor to PwC's business development within the Financial Management market team through frequent participation in proposal development and leading client account development strategy meetings
PwCExperienced Associate, Advisory
Aug. 2016 - Jul. 2018Washington D.C. Metro Area• Assisted PwC directors in the strategic planning and program management of a large-scale PMO standup in the financial services market
• Developed process documentation, including Standard Operating Procedures and process flow charts, for complex asset management processes (e.g. loan servicing and loan loss mitigation) to be used by agency executives and employees for a federal financial services client
• Led a Property, Plant & Equipment systems investigationfor a federal national security agency, involving the analysis and reconciliation of 14 years of financial transactions over three Enterprise Resource Systems, in order to prepare the client for a successful financial audit
Thermo Fisher ScientificFinancial Analyst
Jul. 2015 - Aug. 2016Carlsbad, CA• Financial Analyst supporting the $4B+ Life Sciences Solutions business. • Managing operating expense budget of $15M and company headcount metrics while serving as the primary finance support for LSG’s HR and talent acquisition Vice Presidents
• Provide strategic business recommendations to C-level leadership through analyzing budget-variance drivers and partnering with senior directors • Forecast operating expenses and headcount for next fiscal year while meeting corporate synergy and performance targets
Thermo Fisher ScientificFinancial Leadership Development Program (FLDP) Graduate
Jul. 2013 - Aug. 2015Carlsbad, CAThe Financial Leadership Development program at Thermo Fisher Scientific is an intensive two-year rotational program designed to train high potential employees for eventual management positions in the organization. Rotations: Systems FP&A
• Project management for the Divisional Reporting project, which affects the whole of LSG as the group changes its method of financial reporting to match the rest of Thermo Fisher Scientific. • Compiled and presented work stream update decks on a weekly basis to key project stakeholders in Finance, Accounting, and IT/Systems; coordinated weekly update meetings to ensure the project's progress was on track with its timeline; assisted in testing data for accuracy. Commercial Americas FP&A:
• Oversaw the revenue recognition process for all Commercial Americas sales orders to ensure that deferred revenue was recognized in accordance with quarterly targets.
• Forecasted thermal cycler instruments sales and as well as freight expenses; assessed monthly operating expenses for Commercial Americas sales representatives and regional teams; monitored the shipment of instruments during quarter end and strategized with finance partners to comply with supply constraints. BioSciences FP&A:
• Gained experience in financial planning, modeling, analysis and reporting from the BioSciences division perspective, which accounts for $2 billion revenue. • Responsible for intensive ad hoc product analysis, producing reporting metrics during month end, and managing operating expenses for the Synthetic Biology platform. Treasury, Foreign Exchange Hedging:
• Identified and monitored approximately $1 billion worth of foreign currency exposures. • Forecasted monthly foreign exchange hedges using retroactive analysis and currency trends.
• Partnered with finance colleagues from Life Technologies' global entities to create strategies to minimize currency risk. • Investigated, analyzed and explained monthly currency results to executive leadership.
Life TechnologiesSr. Associate Auditor, Internal Audit Services
Jan. 2013 - Jul. 2013Carlsbad, CA• Independently lead an assessment of the manufacturing and cost allocation functions as part of an integrated site audit at Life Technologies’ branch that generates $20.6 MM per year; generated and enacted comprehensive audit plans, including process control testing and data analysis
• Facilitated international customer relationships between Life Technologies and its third-party distributors, valued at $39.5MM, while traveling to Mexico, Colombia, and Brazil as part of a review of the company’s subsidiaries in Latin America • Analyzed drivers behind products generating negative margins as part of a product pricing process audit; performed control testing on imports and exports for the trade compliance department; identified areas of high and moderate risk to the company
• Delivered project reports and results, including observations and recommendations, to key stakeholders and managers
• Tested and concluded upon the effectiveness of controls surrounding the management representation process for 10K and 10Q filing
• Developed standard operating procedures for the department’s assessment of follow-up audits, document retention, and the company’s corporate aircraft usage metrics
Life TechnologiesInternal Audit Services Intern
Jun. 2012 - Aug. 2012Carlsbad, CA• Assessed the efficiency and process controls of the customer service department, credit and rebill procedure, and scientific instrument buy-back process as part of an integrated site audit in Grand Island, NY that generates $230 MM per year • Successfully generated and executed comprehensive audit plans for assigned audits in Grand Island, discounting and promotions, and facilities processes
• Conducted critical data analysis on $1.67 MM discounted dollars as par t of a discounting and promotions process audit and performed data analysis on the talent acquisition process; identified areas of high and moderate risk to the company
• Presented project reports and results, including observations and recommendations, to key stakeholders and managers
• Developed bi-weekly dashboard metrics emphasizing efficiency and audit plan status for Internal Audit Services department to present to Audit Committee • Created a handbook for Internal Audit Services in the form of an interactive presentation for the use of on-boarding new members and referencing standard operating procedures
Johnson & JohnsonFinancial Analyst Co-Op
Jun. 2011 - Jun. 2012Bridgewater, NJ• Managed discretionary budget of four research & development project groups totaling $10.8 MM
• Responsible for budget variance analysis and financial forecasts on a monthly and quarterly basis • Standardized U.S. financial reporting system and eliminated errors by consolidating reports into a streamlined process
• Directed meetings with business partners to advise project directors on financial decisions such as budgets and timelines • Partnered with senior financial analyst to perform company-wide Sarbanes-Oxley Act testing
• Established the Co-Op Advancement association with focus on professional development and community service • Organized and promoted fundraising events to benefit United Way of Northern New Jersey; served as Treasurer of Co-op association
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