Top-Tier Senior Project Manager - PM/CM and Agile Coach

Nancy Amert

Charlotte, NC 704-***-**** **********@*****.*** https://www.nancyamert.com linkedin/in/nancyamert

TOP TIER PM / CM and Agile Coach – CUSTOMER STRATEGY and CXO ENGAGEMENT DURING DELIVERY

MBA, PMP, SPC, CMP and ITIL

Agile Transformation Strategist, Financial Project Manager with Change Management who merges foundation in finance and accounting with expertise in business process improvements and digitalization of back-office workflows to accelerate profitability and growth across diverse business sectors. Trusted advisor to C-Suite leaders, and early adopter of emerging technologies, who provides clients with a competitive edge.

Strategic Transformation Change Management—Supported “Mega Project” for Fortune 100 organization valued at up to $1.3B. Designed digital transformation and business improvement projects from the ground up to reinvent and transform processes and optimize customer engagement via best practices and Agile frameworks.

“C” level Executive Communication and experience. Keen ability to manage and build CXO relationships during delivery

Experience in “C” level executive communication, and experience & ability to manage and build CXO relationships during delivery is preferred.

Emerging Technology—Blockchain Expert and helped to pioneer the Distributed Ledger Payment Commitment (DLPC), which was adopted by the European Union (EU) in 2022.

Artificial Intelligence (AI) Machine Learning (ML)—Commercialized AI-based advanced data capture solution for one of the world’s largest trade banks.

Team Building and Leadership Talent Management—Built and led world-class domestic and global remote innovation teams of up to 100+ across North America, Asia Pacific, and Europe.

Strengths That Deliver Stakeholder Value

Transformation Strategist Change Management Project Management Finance and Accounting Financial Planning and Analysis (FP&A) Continuous Process Improvement SAFe Project Design and Consulting ERP Digital Transformation

Complex Problem Resolution Cross-functional Collaboration Communication Skills Writer Author Blogger Podcast Creator and Host

Professional Experience

THINK GREEN ADVISORS - Charlotte, NC 2022 - Present

Founder President

Launched boutique consulting company offering DEI/ESG/sustainability and change management services. The most frequently requested services include: 1) detailing process mapping of back-office accounting and finance for large-scale ERP transformations; 2) setting up a PMO office to consolidate teams and work efforts; 3) optimizing the use of ERPs such as SAP and Oracle’s NetSuite, PM/CM, Agile frameworks, methodologies, and best practices, and 4) advising on the selection of AI software to accomplish advanced data capture, data extraction via templates and translation tasks.

Creator and host of the 'Think Green Think Tech' podcast which airs on YouTube and WinWinWomen TV channel.

Representative Projects

TIAA: ‘Highly Confidential Project’ for Fortune 100 Financial Services Firm (Sept 2023 - May 2024)

Served as Prosci-certified Enterprise Change Management Office (eCMO) practitioner and senior consultant on $1.3B+ "mega" transformation project.

Co-created and led internal and external training and learning plan; leveraged Camtasia video editing software to deliver specialized content to Communications team.

Supported complex and nuanced project with high levels of ambiguity.

Built world-class team via application of change management frameworks, practices, and principles.

Aligned project team, corporate leaders, and associates in transforming antiquated back-office processes globally; supported fast-tracking project from 4 years to 2 years.

Carrier Corporation: ‘Project Neo’ for Fortune 500 Manufacturing Firm (Oct. 2022 – Apr 2023)

Supported $300M ERP SAP Transformation project as Organizational Change Management Lead and Agile Coach; developed and delivered Board-level communications around strategy and performance.

Developed training plan for Carrier’s Commercial HVAC plant that became template for Carrier Corporation’s SAP future rollouts at 34 business units and plants worldwide.

Assembled world-class ERP 6.0 SAP project team with Business Owner, providing SD and FICO module expertise, in addition to Accounting and Finance proficiency.

CGI, Charlotte, NC 2016 - 2022

Director, Trade Innovation Lab

Directed global, cross-functional, virtual teams of CGI Banking, IT, and Government sector internal experts to support product led growth of CGI's Trade360 SaaS solution which capitalized on emerging technology and innovation.

Advised banking clients, such as HSBC, MUFG and top 7 Canadian Banks, on Fintechs, emerging technologies and latest marketplace trends to outperform their competition.

Key member of Leadership Team tasked with defining the Trade360’s vision and strategy including, productizing, pricing, monetizing, and marketing product and service offerings.

Managed sub-P&L within $46M annual top-line revenue target, achieving YoY corporate margin mandates.

Commercialized Conpend BV’s TradeAI advanced data capture software including AI-powered Machine Learning (ML) and Natural Language Processing (NLP).

-Led team to craft and deploy customized models, negotiated contract terms to monetize API’s, incorporated data ownership provisions, enhanced security and risk mitigation procedures.

-Achieved goal by focusing on straight-thru processing (STP) processing steps, trade document templates, key data field lifts, recognition capabilities and enhancements.

ROBERT HALF MANAGEMENT RESOURCES, Charlotte, NC 2015 - 2016

PMO Lead Senior Consultant

Led Project Management Office (PMO) and delivered solutions, value, and innovation to re-insurance clients across Asia-Pacific, Japan, and European regions.

Representative Projects

Sompo Japan America

Partnered with US CFO in directing six, confidential projects ranging from $300K to $900K within a matrixed and geographically diverse reporting structure.

Managed team of onsite consulting professionals serving dozens of Fortune 100 re-insurance customers, achieving ~$10M in annualized services revenue at ~40% operating margin, bolstering the US-branch’s portfolio and establishing new service lines.

SCOR Global Life Assurance

Assisted US-branch office CEO and CFO with large-scale, confidential transformation project.

Re-engineered project plan baseline and re-issued international secondary life insurance treaty agreement to fast track labor arbitrage project.

-Expedited $210M letter of credit renewal, per the new terms.

-Supported CFO’s reduction of labor costs by ~$14M—a 60% reduction—within six months.

WESTERN DIGITAL (previously HGST, Inc)., San Jose, CA 2013 - 2014

Site Director Senior Manager, Global Customer Credit and Channel Distribution

Oversaw $11B Quote to Cash (Q2C) portfolio and served as Second Line Manager to global team of 40 across three US locations. Managed multiple strategic global projects, ranging from $100K to $2.4M during period of merger and transformation. Reported to VP, FP&A.

Instituted IT change requests resulting in system updates and process improvements that enabled consolidation and transfer of 100-person workforce to the Philippines.

Achieved lowest days sales outstanding (DSO) in company history; received company’s Hi 5! Award for $5M recovery.

Integrated two Q2C acquisitions and associated inventories, from Accounting and IT perspectives

Completed Oracle ERP, Zyme SaaS Sales Program, and Global Channel Sales Distribution Platform projects, streamlined inventory elevating efficiency by ~40%.

Partnered with internal auditor to ensure GAAP and IFRS revenue recognition compliance.

Early Experience

LAVANTE, INC.—Director of Operations

VC-funded Silicon Valley startup

SEAGATE TECHNOLOGY LLC—Sr. Manager, Corporate Finance

Oracle Q2C - Delivered World's 5th global "Cross Border" Supply Chain Financing (SCF) Project

IBM GLOBAL FINANCING—Manager, Global Credit Methodology

Co-designer and Business Project Manager - Global Credit Solution (GCS) Project

Additional Information

Education

Ph.D. in Applied Management and Decision Sciences (ABD) in Finance—Walden University

Master of Business Administration (MBA) in Accounting—Marist College

BS, Political Science—University of Utah

Selected as 1 out of 10 students for internship National League of Cities and Towns, Washington, D.C.

Professional Development

Harvard Sustainable Business Strategy (2022) Harvard Leadership Training for Managers (2009) ‘Big Blue' Manager Training - IBM (2002)

Certifications

SAFe Project Consultant v5 & v6 (SPC) with teaching credential Prosci Change Management Practitioner (CMP) ITIL Foundation v4 Project Management Professional (PMP) Scrum Master Accredited Certification Six Sigma Green Belt Certificate

Technical Proficiencies

ERP Software

Oracle Cloud and Cloud-based SaaS Solutions & Environments; Oracle modules FIN and SCM; SAP modules for end-to-end transactional flows: such as FI-CO, OTC, P2P, PP, WMS, QMS and others; Legacy ERPs

Programming Languages

HTML / CSS, JavaScript, Python, R, Qlik Sense

Microsoft Applications

Word, Excel, PowerPoint, Project, SharePoint, Teams, Visio, Access

ERP Implementations

Oracle R12 including processes and modules EPM, FCCS, EDMCS, ARCS, GL, AR/AP, Collections, Cash Management; NetSuite; SAP S/4 HANA, ECC 6.0, ECC 5.0, SAP R/3 4.5b/4.6C/4.7, SAP Web Application Server 6.4

Middleware and Tooling

Oracle Fusion, SAP Solution Manager, SAP Enable Now, SAP Companion

Collaboration Tools

JIRA and Confluence; SharePoint Design/Build/Share for Project Communications and Record Storage

Enablement

ServiceNow

CRM

Salesforce Apps

Analytics

Tableau analytics

Management; Relational Databases (DB2)

Snowflake Schemas and Dynamic SQL, SQL-based Queries; Test Scenarios, Test Scripts, Test Automation

Knowledge Domains

Project Management; Change Management; SAFe/Agile Program Design; System Integration Planning and Data Mapping; E2E Test Management and Defect Resolution; SAP’s Reports, Interfaces, Configurations, Enhancements, Forms, and Workflows (RICEFW); Portal Development and Refreshes; Data Management, Data Objects and BODs, Data Hubs; System Analysis and Software Troubleshooting; Release Management/Engineering

Additional Deep Knowledge

Blockchain and Cryptocurrencies Exchanges; APIs; Artificial Intelligence (AI), Chatbots, Machine Learning (ML) and Natural Language Programming (NLP); Website and SharePoint Development; Quality Control; SDLC; ERP Strategy, ERP Integrations, ERP Implementations, Rollouts and Cut-over Planning

Board Activities

FinTech Advisory Board Member—University of South Florida (USF), Muma College of Business in Tampa. (Past)

Awards

Global Women in Tech (W.I.T) Award—One of only 13 women globally nominated for Women in Tech Award (London, UK) – 2021 CGI's Bridge Builder Award recipient (2) "Best of CGI" Awards for project excellence pioneered Distributed Ledger Payment Commitment (DLPC), which was adopted by the European Union (EU) in 2022

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