Project Manager Management

Executive Summary

Strategy Development - Finance Leadership - Solution Implementation

Decisive and effective Executive with a passion for strategy development,

business system optimization, and solution implementation. Accomplished

leader with a focus on financial and strategic planning, finance operations

and system controls, and decision support. Proven experience in large-scale

process improvement with proficiency in identifying and resolving

organizational inefficiencies and implementing best practice solutions.

Creative problem-solver with the ability to assess situations quickly,

think strategically and implement tactically. Proficient in

conceptualization, design and leadership of innovative pragmatic solutions.

Large-scale business transformation for ERP, finance, supply chain, HRIS,

and other business processes and systems.

Signature Skills

Finance Operations Consultative Style Process Improvement

Thought Leadership Strategic Thinking Team Development

Systems Thinking Participative Leadership Collaborative Style

Critical Thinking Business Transformation Relationship Management

Career Synopsis

UNIVERSITY OF CALIFORNIA, SAN FRANCISCO 2009 - Present

One of Ten University of California Campuses, $3.3B budget

Senior Program Manager - Operational Excellence

Key member of Chancellor's Operational Excellence Finance and

Administration Strategy Team. Recruited to develop and facilitate solutions

to address current budget and economic challenges.

. Identify and champion strategic, sustainable cross-organizational cost

reduction and efficiency improvements in multiple areas, including

Finance, IT, HR, HRIS, Procurement and Strategic Sourcing, Capital

Projects and Facilities Management, etc.

. Collaborate and partner with key leaders to obtain buy-in, funding and

support.

. Develop business cases; lead programs and/or advise program leaders to

ensure attainment of strategic objectives; develop dashboards and

metrics to monitor initiative progress and results.

KAISER FOUNDATION HEALTH PLAN, INC., Oakland, CA 2003 - 2008

Largest not-for-profit HMO; $40B revenue

Executive Director, National Financial Information Systems and Processes

Recruited to provide organizational leadership for: strategic planning,

selection, development, integration, and implementation of transformational

cost effective, efficient common business processes and systems.

. Collaborated with leadership across eight highly autonomous regions,

multiple lines of business and multiple companies to reach consensus

on replacement of disparate finance and supply chain systems and

processes with a single-source ERP solution; executed plan to

eliminate redundancy, rework and waste.

. Key advisor, change agent and Finance Business Director to

constituents and teams for $356M PeopleSoft ERP system design,

development and deployment to enable efficient streamlined processes

and operational cost reduction.

. Designed, developed, and deployed system for companywide Sarbanes-

Oxley (SOX) internal control documentation, testing, monitoring, and

reporting in less than six months; commended by Chief Financial

Officer for exemplary results achieved.

. Developed and implemented strategic solutions for providing timely,

accurate financial information and analytics to National Leadership

Team and other senior executives to facilitate informed decisions and

related actions.

. Key contributor to multiple strategic initiatives including SOX,

electronic health record (EHR, HIS, HealthConnect, EMR), self-funding,

HRIS, human resources self-service, and PeopleSoft Finance and Supply

Chain.

. Directed development of $10M departmental budget, and resulting

analysis and forecasting.

CHARLES SCHWAB, San Francisco, CA 2000 - 2002

Securities Brokerage, Bank and Other Financial Services; $3.8B revenue

Vice President, Program and Project Portfolio Management

Recruited to manage and lead key components of the $25 - $30M strategic,

high-impact, high-visibility project portfolio for Schwab Institutional -

Services to Investment Managers (SIM).

. Partnered with key stakeholders to design, develop, implement, and

support innovative, client-responsive web-based and desktop business

solutions for clients (independent financial advisors) and internal

teams through optimal utilization of technology, while effectively

balancing quality, cost, scope, and time to market. Solutions included

trading systems, web sites and portals, and client reporting.

. Member of the leadership team; developed business strategy, and annual

and long-range plans.

. Developed business plans and presented strategic project proposals to

executive finance committee for approval; managed budget development

and forecasting.

. Designed, developed, and implemented SIM Project Management

Methodology resulting in decreased project costs and timelines;

improved resource utilization, teamwork, and collaboration; increased

productivity and client satisfaction.

. Created, implemented and managed Project Management Office (PMO)

function resulting in greatly improved project control and unified

communication between project teams and senior management.

. Developed web-based mechanism and structure for storage and retrieval

of project related information for use by cross-functional and cross-

organizational teams resulting in significant reduction in duplication

of effort.

DELOITTE CONSULTING, San Francisco, CA 1998 - 2000

Management Consulting Partnership

Manager

Recruited to lead and deliver management consulting services, including

project management, business process reengineering, change management,

system and package implementation and integration (including Enterprise

Resource Planning (ERP) and HRIS systems such as PeopleSoft and Oracle).

Facilitated implementation of systems, business development, and cost,

project, contract, and client relationship management. Client industries

included: Financial Services, Manufacturing, Hi-Tech, Consumer Products and

Retail.

. Created and deployed rapid implementation methodology resulting in

expansion of the practice to new client sectors.

. Developed multi-million dollar business proposals for financial

services, manufacturing, hi-tech, and retail clients.

Other Experience:

AG CONSULTING, San Francisco, CA

Principal Consultant

UNIVERSITY OF CALIFORNIA, SAN FRANCISCO 1995 -

1996

Project Manager - Financial Systems Implementation

TOSCO REFINING COMPANY, Concord, CA

Manager, Disbursements

PINEHURST LAND AND DEVELOPMENT COMPANY, Danville, CA

Controller

PACIFIC GAS AND ELECTRIC COMPANY, San Francisco, CA

Supervisor, Financial Information and Communication Services

Supervisor, Project Budget and Analysis

Supervisor, Special Analysis

Supervisor, Reporting

Control Analyst / Internal Auditor

Accountant

EDUCATION

Masters of Business Administration (MBA) - Management, California State

University, Hayward, CA

Bachelor of Science (BS) - Accounting, California State University, Fresno,

CA

Passed the Certified Public Accountant (CPA) Examination

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