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Work Background
Lam ResearchSenior Manager, Digital Transformation PMO: Information Technology
Mar. 2023United States
Lam ResearchSenior Manager, Business Operations: Finance & Human Resources
Aug. 2021 - Mar. 2023Tualatin, Oregon, United States
Proof ConsultingFreelance PMO & Portfolio Management
Mar. 2020 - Dec. 2021Lake Oswego, Oregon, United StatesBusiness Cases: - Developed Head of PMO Role & Responsibility for AltSource, Inc. in Portland, OR
- Designed PMO (Analysis + Selection), Conducted Ways of Working Workshops, Completed Portfolio Tasting Notes for Moet Hennessy in New York, NY
- Curated a Playbook and Rollout Plan for a new Marketing firm in Denver, CO
- Drafted, Presented and Supported resources to deliver a 3-year Roadmap Plan for a VC firm in Portland, OR Experience Overview: Strategy, Consulting, IT/Software Technology, Operations, PMO, Solution Delivery Business Impact: • Led end-to-end development of business models, including technology, product and operations. • Built and managed $5M operating expense budget for PMO business and technology group. • Developed investment plan for PMO tooling and managed departmental budgets. Created consistent/standard reporting org-wide. Strategy & Operations: • Developed company strategy for change management and PMO rollout plan. • Created best practices (templates, vocabulary, processes) and aligned to the business’ portfolio for visibility of the work being led for on track, on time, and on budget KPI’s/metrics. People & Talent: • Instrumental in building and accelerating senior leadership team. • Scaled PMO team from 4 to 15 employees designated and managed with titles, roles, responsibilities from PMO Managers to Project Coordinators. • Established a gated process for clients and team members to follow and practice, aligning to Product & Engineering SDLC.
DeloitteSenior Consultant, Program Management: Finance + Human Resources + Information Technology
Dec. 2017 - Mar. 2020Denver, ColoradoExperience Overview: Strategy, Consulting, Financial/Retirement Institutions, Human Resources, IT, Operations Business Impact: • Boosted business offerings via program managing technologies (AI, RPA, RCA, OCR, ICR, NLP, ML, SaaS and cloud-based solutions). • Developed long-term roadmaps and tactical plans that were managed/actionable for stakeholders across the organization. Strategy & Operations: • Managed programs in the financial and technology sectors leveraging past experience that increased transparency, gained efficiency, reduced risk and managed budgetary needs for complex projects/initiatives. • Delivered strategic solutions, analytics, visual dashboards, products and services across functions. People & Talent: • Led onshore/offshore, nearshore, and junior teams in standups, scrums, stakeholder report-outs, stakeholder roundtables, organizational updates.
• Support hiring and onboarding team members onto projects/programs.
GHXPMO Delivery Team Leader, Business Management: Provider Side (Client Facing)
Feb. 2015 - Dec. 2017Louisville, COExperience Overview: Supply Chain Management, Healthcare, IT Business Impact: • Delivered improvements across project cycle-times resulting in reduced costs, standardized processes, transparency, and greater customer satisfaction. • Implemented, trained, and managed Office 365/PWA/Confluence/Project templates for the organization. Strategy & Operations: • Developed consistent project templates for a Hybrid Agile PMO dept.
• Supported global expansion plans and a roadmap for team collaboration.
• Executed over 50+projects for various customers and products. People & Talent: • Promoted from Assoc. Project Manager to Project Manager to Delivery Team Leader. • Managed programs that spanned across dozens of consultants, engineers, product personnel, and integration leads to execute global initiatives.
MorningstarClient Manager, Data Products
Dec. 2013 - Feb. 2015Greater Chicago AreaExperience Overview: Strategy, IT, Financial Management Business Impact: • Managed re-distribution of data for financial institutions. • Coordinated projects with internal stakeholders to deliver data warehouse (XML), API solutions, and products like Morningstar Direct to users. Strategy & Operations: • Responded to customer product, methodology and technology-related questions. • Orchestrated and delivered solutions for custom platform delivery to financial organizations. • Developed account strategies with Sales to identify new user groups and business opportunities to maximize/exceed revenue goals. People & Talent: • Supported development SPOC (single point of contact) for customer needs across multiple teams and platforms, resulting in consistency and efficacy of relationship management and customer experience.
.Pavilion Advisory Group Inc. (formerly Plan Sponsor Advisor)Investment Reporting Analyst
Oct. 2010 - Dec. 2013• Developed PSA’s investment reporting platform, maintained vendor relationships, and offered continuous thought leadership for ongoing improvements. • Lead PSA’s growth from their traditional perspective of reporting tools (e.g. data management, design, and implementation methods), resulting in 100% greater transparency of investment advisory tactics and software used on premises. • The role at PSA encompassed the same responsibilities and performance initiatives as previous accounting and investment roles, but expanded on the entrepreneurial side of the business. (i.e. focusing on new business development, strategies, and services in both the Defined Benefits (DB) and Defined Contributions (DC) space). • As a direct result of new efforts, we increased internal data management systems, standardized reporting platforms, and increased projects from 5% of firm revenues to 15% through new methodologies and tactics.
• Focused on new business development: coordinated practice-wide marketing efforts to construct and enhance the firm’s website design and look on an entirely new platform. Created, designed, implemented, and managed the distribution and success of the firm’s RFP process. • Delivered cross-practice projects: collaborated with PSA’s consultants to complete client fee reviews, assisted the firm with corporate marketing, research and developed new investment/client related topics, issues, and processes. • Communicate follow-up and individual project completion information to team members and clients. Assist with annual surveys, and conferences.
Merrill LynchClient Service Assistant
Dec. 2007 - Oct. 2010• Analyzed existing and historical plan documents, built and improved existing internal processes and tools, analyzed bottlenecks and coordinated efforts to streamline/eliminate fund lineups, managed data review and cleanups.
• Owned administrative duties and sales support to customers: managed timelines, delivery and accountability of portfolio snapshots for financial advisors. • Built and delivered client reports and contracts netting over $3 million in 2009 practice wins through a team-oriented effort. • Constructed complex models to provide fund options for clients: worked with the nuts and bolts of models from inception to client delivery, utilizing the Microsoft Suite, Bloomberg, and Morningstar to forecast and present statistical information/data to Financial Advisors. • Coordinated client reporting and created quarterly statements for distribution. • Calculated daily equity and fixed income trades.
Pernix Group, Inc.Construction and Power Infrastructure Associate
Jan. 2005 - Dec. 2008
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