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Work Background
CotalityPrincipal Program Manager - Enterprise M&A and Transformation Initiatives
Sep. 2021United States, DallasLead enterprise-scale technology and business transformation initiatives supporting acquisitions, divestitures, corporate restructuring, and enterprise platform modernization programs. Provide strategic program leadership across cross-functional teams including technology, operations, finance, security, legal, and external consulting partners while delivering executive governance, reporting, and transformation roadmaps supporting corporate growth strategy.
• Lead enterprise integration and separation programs across multiple concurrent acquisitions and divestitures, driving end-to-end planning, dependency management, and delivery execution across enterprise business and technology domains.
• Establish enterprise governance frameworks, executive steering committee structures, and reporting models providing transparency into delivery progress, risks, scope management, and investment utilization.
• Manage cross-functional program delivery organizations consisting of program managers, engineering leaders, business stakeholders, and third-party consulting partners supporting enterprise transformation initiatives.
• Serve as strategic advisor to senior executive leadership on transformation strategy, integration sequencing, delivery risks, and enterprise roadmap prioritization.
• Drive continuous evolution of the enterprise IT M&A Playbook, standardize governance, execution frameworks, and integrating delivery models across the organization.
• Lead executive reporting, KPI frameworks, and enterprise transformation dashboards supporting senior leadership decision-making.
PepsiCoManager, Technology Business Management
Jan. 2018 - Jun. 2020Dallas/Fort Worth Area• Implemented and created TBM processes and drove ongoing insights and recommendations to increase PepsiCo business value utilizing the Apptio software modules of Cost Transparency (CT), Benchmarking, Infrastructure Insights, Vendor Insights, and Bill of IT as the TBM Manager for the Value and Insights team as part of the Strategy and Transformation department at PepsiCo. • Identified total cost savings opportunities of $10 million for 2020 as part of the Value and Insights team working with our partners in Operations, Infrastructure, Applications, and Service Desk Teams.
CHRISTUS HealthSr. Financial Strategist & Technology Business Management Program Manager
Nov. 2011 - Dec. 2017Dallas/Fort Worth AreaServed as the TBM Program Manager and advisor to the CIO at a not-for-profit health system comprised of more than 60 hospitals located in the U.S., Mexico, Chile, & Columbia. Responsibilities included working on enterprise-wide projects, creating cost and pro forma models, evaluating new business partnerships, integrating new acquisitions and joint ventures, and using the IT Cost Transparency and Benchmarking modules via Apptio to lead the TBM program at CHRISTUS Health, most recently named the Strategy and Planning Excellence Award Winner by the TBM Council in 2016.
BNY MellonSenior Associate Relationship Manager
May. 2007 - Oct. 2010Houston, Texas AreaManaged the relationship of several collateralized debt obligation (CDO) funds as trustee and collateral administrator. Marketed our clients new financial products and provided them with daily cash flow reports, monthly reports, and priority of payment calculations. Managed the relationship of three CDO funds each over $450 million and led a team that improved client relations by over 45% Developed, trained, and managed two trust associates who are now prominent team members of the CDO group Proactively managed deals in a timely manner to mitigate risks by responding to the needs of the portfolio manager, underwriter, rating agency, investors, other third parties and internal business partners
APQCConsultant
Jan. 2006 - Dec. 2006Houston, Texas Area• Analyzed detailed quantitative and qualitative business process information for client engagements
• Recommended and reported findings to clients to support business process improvement and best practices strategy
• Advised the operational finance and accounting units in support of active projects
OBRA HOMES INCSenior Corporate Financial Analyst
Nov. 2005 - Aug. 2006Houston, Texas AreaPrepared annual and two-year business plans, budgets and quarterly updates for all divisions. Established comparative studies for pricing homes so that Obra could execute its low cost strategy. Built and maintained cash flow models for the company and its divisions for cash optimization.
Formulated and implemented best practice strategies with division presidents, streamlining operations and generated significant cost savings to the company
Created pricing models to maximize divisional growth, profits and return on capital
Strategic and Financial ConsultingCONSULTING POSITIONS
Apr. 2002 - Oct. 2005Greater New York City AreaRecommended and implemented strategies to promote efficiency and advised on project development for a New York based media concern. Assisted with the organization and development of community programs for the enlisted personnel; Advised the founder of a start-up product development company in New York on strategy and financing sources, which led to lower costs and higher year-over-year profits
TALK MEDIA, INCFinancial Manager
Jan. 2001 - Jan. 2002Greater New York City AreaTalk Magazine and Talk Miramax Books
Modeled the five-year comprehensive budget for Talk Miramax Books; performed new business project analyses and prepared financial reports to Miramax, on magazine and book operations.
Organized the offering memorandum for potential partners of Talk Media Inc.
BLUESTONE CAPITAL PARTNERS L.PAssociate
Jun. 1999 - Aug. 2000Greater New York City AreaAssociate, Corporate Finance and Venture Capital
Provided investment banking expertise to middle-market and small-cap companies primarily in the Internet, healthcare and technology sectors.
Organized marketing and road show for the BlueStone AFA Fund, a $20 million venture capital fund
Analyzed and recommended investments for the BlueStone AFA Fund
Performed valuation techniques including comparable company and comparable transaction analyses for radio, healthcare, and internet companies
JPMorgan ChaseFinancial Analyst
Apr. 1997 - May. 1999Greater New York City AreaAdvised leveraged buyout firms on bank, bond, and bridge financing; worked on completed transactions totaling over $3 billion.
Modeled cash flow projections with respect to merger and acquisition strategies, leveraged buyouts, and recapitalizations and performed valuation techniques including pro forma merger, comparable company, and comparable transaction analyses
Completed a three month credit training program emphasizing corporate finance, advance accounting, financial analysis, capital markets and financial modeling
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