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Work Background
AscensionSenior Project Portfolio Specialist
Feb. 2024Process Owner for Project Portfolio Management & Governance.
Edward JonesSenior Portfolio Analyst, Firm Strategy & Analytics
Mar. 2023 - Feb. 2024Supported the Firm Strategy & Analytics Portfolio, overseeing Analytics COE, Business Intelligence, Data Governance, and Data Science initiatives.
Provided portfolio visibility through the creation and management of dashboards, reports, and analysis facilitating timely, data-driven decision-making for leadership using Power BI.
Developed an extensive data model supporting firm-wide resource utilization and demand management dashboard, significantly enhancing data quality.
Stanley Black & Decker, Inc.Portfolio Value Assurance Lead, Global IT PMO
Sep. 2021 - Oct. 2022Protect investment in the IT project portfolio by leading the center of excellence for project management, governance, methodologies, and tools to improve maturity and deliver value to the business.
Implemented project financial tracking improvements, identifying over $2 million in undercapitalized billing.
Business relationship manager and Scrum Master representing Clarity Project Portfolio Management (PPM) users including PMO, resource managers, finance, and accounting.
Charles SchwabSenior Project Manager, IT Service Delivery & Enterprise PMO
Jan. 2016 - Dec. 2021Program Manager, Service Strategy & Workforce Management
November 2019 - September 2021
Drove process transformation and continuous improvement in workforce and demand management through data-driven analysis of HR, PPM, and MSP data.
Supported planning and prioritization of technology projects and initiatives to ensure alignment with strategic priorities.
Tracked and measured annual and quarterly Objectives and Key Results (OKRs) for technology, workforce, and budget through implementation of a new tracking system and creation of centralized dashboards and reporting.
Facilitated annual planning process (~$1B) in partnership with cross-functional partners including finance, SVP leadership, and chiefs of staff. Senior Project Manager, Central Project Management Office
May 2016 - November 2019
Product Owner responsible for development, implementation, and user adoption of Clarity PPM tool as part of Agile Transformation; managed product backlog in Jira and Confluence.
Managed implementation of resource utilization, demand, and capacity management processes in support of planning and prioritization.
Worked closely with finance and accounting partners to support internal billing and capitalization for a $300M portfolio leveraging time tracking and cost allocation methodologies.
Provided recurring PPM process training for basic and advanced capabilities as part of project manager onboarding.
CommonSpirit HealthPortfolio Manager, Enterprise Program Management Office
Jan. 2008 - Dec. 2016Portfolio Manager, Enterprise Program Management Office
October 2010 - May 2016
Primary liaison between EPMO and six regional healthcare CIOs to ensure appropriate integration of horizontal initiatives.
Responsible for implementing and facilitating project governance and change control within a portfolio valued at $500M.
Implemented CA PPM MS Project Connector and resource management process.
Ensured accurate and actionable data is available to executive leadership to maintain the optimal mix of projects to achieve functional and strategic goals.
Worked with regional leadership to understand the local perspective on national projects and programs. Process Manager, Enterprise Program Management Office
December 2008 - October 2010
Designed and deployed PMBOK aligned processes, tools, and templates to support organizational goals.
Developed and rolled out the "One PLC" software development lifecycle (SDLC) process in alignment with GE's Change Acceleration Process (CAP).
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