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IT
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Consulting
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United States
Work Background
Head of Technical Program Management Office
STIIIZYHead of Technical Program Management Office
Aug. 2022 - Jun. 2023Los Angeles, California, United States- Visionary leader behind STIIIZY's Technical Program Management Office (TPMO), revolutionizing technology operations and enablement. - Spearheaded initiatives in ERP, CRM, FinanceTECH, and MarketingTECH, enhancing operational capabilities and technological infrastructure. - Strategic implementation of Asana, JIRA, and Confluence, streamlining project execution and fostering a culture of collaboration and innovation. - Successful end-to-end development of critical technology platforms, marking significant milestones in STIIIZY's digital transformation journey. - As Chief of Staff to the CTO, orchestrated technology strategy and execution, aligning with business goals and positioning STIIIZY as an industry leader. - Forward-thinking approach, tackling future challenges with cutting-edge solutions and scaling the TPMO organization in line with the ambitious STIIIZYTECH Roadmap.
Director, Technical Program Management Office - Engineering, Product, & Design
WeedmapsDirector, Technical Program Management Office - Engineering, Product, & Design
Dec. 2021 - Jun. 2022Los Angeles Metropolitan Area- Strategic leader in the Technical Program Management Office - Engineering, Product, and Design (TPMO-EPD), driving cutting-edge technology. - Cultivated a growth-oriented environment, attracting top talent, refining organizational structure, and enabling professional development. - Scaled the TPMO organization to support rapidly evolving product categories, showcasing adaptability in the dynamic cannabis industry. - Defined vision, objectives, and key results for TPMO-EPD, setting ambitious yet achievable goals aligned with Weedmaps' strategy. - Fostered collaborative partnerships with engineering and product leaders, refining long-term strategy and prioritizing the initiative roadmap. - Oversaw comprehensive end-to-end project plans, ensuring efficient and effective delivery while maintaining transparency and strategic alignment. - Relentless pursuit of excellence, strategic innovation, and deep commitment to growth in the burgeoning CannabisTech industry.
Co-Founder
Freeze, Toriola, & Williams Ventures, LLCCo-Founder
May. 2021United StatesWelcome to Freeze, Toriola, and Williams (FTW): Pioneering Business Success At FTW, we unite an exceptional mix of business developers, managers, technologists, investment strategists, and advocates with one common goal: to propel your business to unprecedented success. Our strength lies in our collective experience and knowledge, which we leverage to guide businesses through their growth journey. Our Core Offerings: - Strategic Business Development: We understand the nuances of scaling businesses in today’s competitive landscape. Our strategic approach is tailored to identify and exploit growth opportunities uniquely suited to your business. - Advanced Technological Insights: In an era where technology dictates market dynamics, our team ensures that your business stays ahead with cutting-edge technological strategies and solutions. Investment Strategy Expertise: With a keen eye on market trends and investment opportunities, we equip your business with robust strategies to secure and optimize investments, ensuring sustainable growth. - Advocacy and Guidance: Beyond business and technological strategies, we stand as advocates for your vision, offering mentorship, guidance, and support to navigate the challenges of business management and development. Join Us on Your Journey to Success Whether you're looking to innovate, expand, or streamline your operations, FTW is your partner in achieving your business aspirations. Let's work together to transform your vision into reality. Connect with us to explore how we can drive your business forward.
Founder
TrophyCoffeeFounder
Sep. 2020Chicago, Illinois, United StatesTrophyCoffee is a luxury coffee brand to fuel independent cafes and coffee lovers. We focus on providing exceptional quality organic coffee that is accessible to everyone. We help deliver to businesses like yours in order to give their customers the best coffee taste. Our coffee ranges from tropical, fruity notes to classic smooth chocolate with an explosive body to keep your customers coming back for more.
Founder
Freeze Strategic Initiatives, LLCFounder
Mar. 2020Chicago, Illinois, United StatesFreeze Strategic Initiatives (FSI), a visionary business and technology management firm dedicated to reshaping the future of innovation. At the heart of our mission is a commitment to investing in and nurturing minority startups that are poised to redefine their industries. Our Philosophy: In a world where diversity drives innovation, FSI stands as a catalyst for change. We believe that empowering minority entrepreneurs not only fosters a more inclusive economy but also unveils untapped potential, leading to groundbreaking solutions and transformative technologies. Our Mission: To LAUNCH enterprises. To GROW companies. To BUILD tomorrow.
Business, Risk, & Control Lead - Common Platforms
PayPalBusiness, Risk, & Control Lead - Common Platforms
Aug. 2019 - Dec. 2021San Jose, California, United States- Transitioned from Global Finance Product PMO Lead to spearhead risk management and compliance integration into product development lifecycle. - Championed comprehensive risk assessments and control frameworks, ensuring Common Platform products & features exceeded industry security and compliance standards. - Led cross-functional teams, fostering collaboration among leadership and stakeholders for seamless execution of risk strategies across product lines. - Balanced innovation, operational efficiency, and stringent compliance, guiding teams to minimize risks while pushing boundaries of financial technology. - Established a legacy of partnership, collaboration, enhanced security, compliance, and innovation as Business Risk and Control Lead.
PMO Lead, Global Finance Products
PayPalPMO Lead, Global Finance Products
Jul. 2017 - Aug. 2019San Jose, California- Managed PayPal's Global Finance Products and Product Clearing House PMO, drove annual savings through process enhancement and technical debt minimization. - Ensured successful delivery of strategic finance products, integrating advanced encryption technologies while maintaining compliance and risk standards. - Excelled in unifying cross-functional teams, leadership, and stakeholders, facilitating seamless strategy and execution throughout program and development lifecycles. - Enabled secure and compliant global financial products by navigating complex regulatory landscapes and implementing robust encryption solutions. - Championed process improvements and technical debt reduction initiatives, maximizing efficiency and delivering substantial annual cost savings. - Fostered collaborative partnerships across diverse teams, aligning stakeholders and driving strategic alignment in product development. - Contributed to PayPal's continued growth and leadership in secure global financial services through innovative product delivery and compliance excellence.
CONSULTANT: Lead IT - PMO Project Planning Consultant
CNA InsuranceCONSULTANT: Lead IT - PMO Project Planning Consultant
Mar. 2016 - Feb. 2017Greater Chicago AreaBringing a dynamic blend of IT and Financial Management expertise, I was the Lead IT - PMO Project Planning Consultant at CNA Insurance renowned for merging Agile and Waterfall methodologies to enhance IT project delivery. My proficiency was in developing precise budget forecasts and managing financials to ensure project goals are met with optimal efficiency and cost-effectiveness. With a keen analytical acumen, I provided pivotal insights through detailed project reports, financial projections, and variance analysis. These contributions were instrumental in steering IT and PMO leadership, alongside key stakeholders, towards well-informed decisions and strategic paths. My dedication to excellence and a proactive approach to continuous improvement, significantly enhanced operational PMO efficiencies and driving the achievement of key strategic goals
Senior Principal Consultant - Technology: IT & Project Management
ETONIENSenior Principal Consultant - Technology: IT & Project Management
Jun. 2015 - Mar. 2016Greater Los Angeles AreaETONIEN offers experienced finance and accounting consultants to companies seeking assistance on a project, interim or interim-to-hire assignments. ETONIEN is founded on the basic principle of providing highly qualified professionals to clientele who require immediate response. ETONIEN also provides its employees - both internally and market facing - an opportunity to work with diverse organizations by applying their skills to effect change. Specialties: Technology - ERP & CRM Implementations Technology - Program/Project Management Technology - IT Strategy & Management Financial or Gap Management and Leadership Interim Controller & Interim CFO Financial Planning & Analysis Accounting and Financial Reporting Internal Audit Mergers & Acquisition and Mergers & Integration/Transaction Support Internal Audit & Business Risk Consulting Financial Systems Solutions
Director of PMO & Technology
Tough Mudder IncDirector of PMO & Technology
Jan. 2014 - Feb. 2015Greater New York City AreaLeading the Technology Program Management Office, I orchestrated a major enterprise technology overhaul across the US, EMEA, and APAC regions, incorporating pivotal systems like the EventBrite Registration Platform, CRM & ERP solutions, ZenDesk, SilverPop, plus extensive Web Development & 3rd Party Solutions. I managed multifaceted teams and operations, holding full P&L responsibility and serving as the key liaison for IT strategic partnerships and vendor relations. Achievements: - Strategic Leadership: In collaboration with Tough Mudder's CTO, I crafted tech strategies that aligned with our mission, led the creation of our first internal tech team, and established a centralized PMO, significantly enhancing operational efficiency. - Cost-Saving Innovations: Implemented a "Smart Architecture" for enterprise systems, cutting costs significantly. Introduced Agile and DevOps, boosting productivity and streamlining our development, release, and maintenance processes. - Data Centralization: Spearheaded the ODS/Data Warehouse Centralization Program, merging 10+ systems into a unified hub, enhancing data accessibility and integration, showcasing expert orchestration of large-scale projects. - Event Registration Overhaul: Directed the critical revamp of the Tough Mudder/EventBrite platform, enhancing registration for over 1 million customers, completing the project under budget and on schedule, demonstrating exceptional project delivery skills.
PRINCIPAL CONSULTANT @ Tough Mudder - Technology, Finance & Project Management
Etonien, LLCPRINCIPAL CONSULTANT @ Tough Mudder - Technology, Finance & Project Management
Feb. 2013 - Jan. 2014Greater New York City AreaI led the architecture, design, and full lifecycle development of Tough Mudder’s new consumer-facing interactive web and mobile websites, marking a pivotal step in enhancing our digital presence. This initiative was complemented by the re-implementation of Microsoft Dynamics CRM and the continuous development of both CRM and ERP platforms, establishing operational and system centers of excellence. Furthermore, I was instrumental in implementing onsite mobile and web engagement technologies, significantly enriching our event experience. Selected Accomplishments: Spearheaded a large-scale project to launch a revolutionary event registration platform, enabling over 1 million customers to effortlessly register and access event-relevant information. This project was notably completed on schedule and under budget, demonstrating exceptional project management and fiscal prudence. Achieved a more than 50% increase in internal customer satisfaction by revitalizing and expanding our solutions delivery capabilities. This strategic overhaul allowed multiple business units to more effectively meet the organizational needs, showcasing my ability to drive substantial improvements in operational efficiency and stakeholder satisfaction.
CONSULTANT: Senior Finance Manager, IT PMO - Regulatory & Capital Projects
ExelonCONSULTANT: Senior Finance Manager, IT PMO - Regulatory & Capital Projects
Jan. 2012 - Feb. 2013Greater Chicago AreaLed the IT Finance - EIMA Project Portfolio (Regulatory & Capital Projects), served as the finance single point of contact to IT Project key stakeholders within the IT organization for EIMA projects. Partnered with Corporate Finance, Planning & Accounting to report monthly financial results for Excelon’s IT Regulatory & Capital Projects portfolio. In addition to managing the development of annual budgets and monthly/quarterly forecasts while providing ad-hoc and structured reporting /analysis to project stakeholders. Specific responsibilities includes: • Managed annual planning, monthly forecast, and multi-year outlook processes for the IT Regulatory & Capital Projects portfolio. Analyze and interpret performance for trends and variations; developed and communicated executive-level briefings. Proactively identified, designed, and implemented enhancements to existing planning, forecasting, and reporting processes & systems.
CONSULTANT: Senior Manager, Finance & Operations - SAP.com & Online Marketing
SAPCONSULTANT: Senior Manager, Finance & Operations - SAP.com & Online Marketing
Jun. 2010 - Aug. 2011Greater New York City AreaSupported the Global Digital Marketing business areas & objectives with strategic planning, management reporting, financial & business analysis and decision support. This included internal budgeting & planning, variance reporting, business metrics reporting. Managed the development and implementation of operating policies & procedures while monitoring the financial impact of business & marketing strategies and initiatives. Specific responsibilities included: • Managed financial functions related to the business area (i.e. strategic planning process, budgeting, forecasting, decision analysis, closing process, etc.) • Managed the monthly forecast and accrual process • Managed responsibilities surrounding the accounting close cycle including review of corporate account reconciliations • Produced internal financial reporting for Global Digital Marketing business areas and Senior GDM Leadership • Supported operations reporting in areas of resource planning and project accounting; including development & reporting of performance measurement vs. established objectives
CONSULTANT: Senior Financial Reporting Manager
National GridCONSULTANT: Senior Financial Reporting Manager
Mar. 2009 - Apr. 2010Greater New York City AreaCoordinated the development, consolidation and reporting of the US Shared Services and US Business Services five-year business plans, annual operating, capital budgets and quarterly forecasts. In addition to providing analytical and financial support services on an IFRS basis. Managed the Decision Support team in reviewing and reporting of actuals to budget, forecast updates and variance analysis and year on year analyses for the line of business. Selected accomplishments: • Revised the reporting methodology for the monthly Day 4 Flash and Day 6 Management Accounts PowerPoint presentations. Delivered the month to date and year to date results to the Lines of Business, Heads of Finance, and US Senior Leadership Team. • Developed and implemented the monthly accrual process within the Shared and Business Services divisions. • Partnered with the Lines of Business (Electric, Gas, Transmission, and Non Regulated Companies) to provide variance insight and better transparency in the US Shared & Business Services monthly reporting. • Revised the reporting methodology, budget preparation, analysis, forecasting, cost control, performance measurement, benchmarking, operational metrics and financial analysis. • Managed team efforts to ensure that IFRS adjustments were overlaid into the business plans, budgets, & forecast and that the relevant Hyperion submissions were made on a timely basis.
Finance & IT Operations Management Consultant
MetLifeFinance & IT Operations Management Consultant
Sep. 2008 - Feb. 2009Greater New York City AreaSpearhead development of financial models and in-depth analyses to facilitate management’s decision-making abilities regarding corporate systems, IT, and legal concerns. Leveraged expertise in financial strategy and ERP systems to effectively advise client on optimal business processes. Analyzed finances and risks for client projects; present status reports and financial projections to project managers and directors. Selected accomplishments: • Successfully developed and implemented complex project and financial analyses, operational expense models, divisional chargebacks, and IT asset expense assessments by creating and utilizing pivot tables, internal data sources, and financial applications. • Implemented financial reporting standards throughout business unit and developed processes and procedures to streamline financial forecasting.
Business Manager - Facilities/IT
Guardian Life Insurance Co. of AmericaBusiness Manager - Facilities/IT
Dec. 2004 - Feb. 2008Greater New York City AreaDeveloped budgets, conducted quarterly forecasts and variance analyses, established financial benchmarks, and generated cost-savings / cost-flow assessments. Produced monthly financial packages, including metrics, actual / budget / forecast figures, and expenses; delivered monthly financial and operational review presentations to senior management teams. Selected accomplishments: • Restructured Regional Group Offices’ budget and reporting process and established aggressive cost-saving measures to generate significant annual savings in operating expenses for the division. • Effectively managed 4 regional home office corporate cafeterias; developed budgets, directed finances, tracked P&L, and reported quarterly financials; realized $100K+ in annual savings, boosting customer revenues while reducing the overall subsidy.
Facilities Project Coordinator & Financial Analyst
The Guardian Life Insurance Company of AmericaFacilities Project Coordinator & Financial Analyst
May. 2001 - Dec. 2004Greater New York City AreaProvided support to Facilities Finance Manager on quarterly forecasts and monthly variance analyses. Partnered with Audit monthly to review supporting documentation for Facilities and IT to ensure the business groups were SOX compliant. Performed cross platform (MRI – AP/GL; Peoplesoft –AP; Clarity) month-end reconciliations & closing procedures. Entered vendor invoices into AP system for payments. Assisted Facilities Project Managers on project reporting, status updates, payment to vendors and various related projects.

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