ROLES

Program/Project Manager

ERP Implementation

Accounting Advisor/ lead

Change Manager

CFO /VP Finance /Controller

INDUSTRIES

Manufacturing

Medical Device /Healthcare

Consumer Goods/ Software

Technology/ Consulting

FUNCTIONAL EXPERTISE

Project Management

Business Process Optimization

Scrum, Agile, Waterfall, Kanban

ERP, Accounting, Supply Chain

Business Intelligence

Change and Ops Management

Business Recovery and Integration

Corp Development /Integration

TECHNOLOGY

MS Project, MS Visio, MS Office, SharePoint, Oracle UPK, JIRA

SAP Micro Strategies, Cognos Businesses Intelligence Tools

ERP, TMS, IQMS, Oracle

PeopleSoft, Syspro, BAAN, PSI

JD Edwards 9.0, Hagen OA

Rootstock, Salesforce

Costpoint

CERTIFICATIONS

Agile ScrumMaster Cert.SAMC

PMP (in Process)

Executive Development Program

AMA Business Suite

EDUCATION

MBA Studies Niagara University

Bachelor of Science, Accounting & Marketing

Susquehanna University

Executive Development Program Kellogg School, Northwestern University

SUMMARY

Proven Project Manager and Solutions Leader with 15+ years’ experience evaluating, implementing, integrating, and optimizing ERPs, business, accounting, and supply chain projects with spends $1 to $5 Million. An ex-CFO, with 6 years international experience, excels at blending technology, organization, and process for results which are greater than the parts. 15 + years manufacturing experience. Banking, AML, Treasury and Shared Financial Services experiences. Significant Change Management experience assisting companies with major business events (M&A, restructure, divestiture, organizational and strategic development.

PROFESSIONAL EXPERIENCE

IT Ally /Vaco 2021

Program Manager – Business Transformation ERP Implementation

●Program Manager for an under $100 million client’s Business Transformation Program with 3 workstreams, Rootstock /Salesforce ERP implementation, Business Process Optimization and Change Management. Identified many pre and post implementation process enhancements with solid paybacks. Mentored client project lead to assume program duties successfully which was a planned program objective.

Business Management Solutions 2020

Business Consultant

Independent coaching sessions for multiple clients on best practices in business, financial and management processes. Pro Bono work for Non-Profits. Conducted Strategic Planning, Organizational Development and Training for Prairie Community.

Wells Fargo 2019

Corporate Complaint Policies and Procedures Consultant

Part of a large SWAT Team of Process and Project Management consultants brought in to stand up the centralization of an Enterprise Compliant function. This included combining this highly decentralized function across many business lines into an independent gold standard business function reporting to the Executive leadership Team.

Participated in 4 weeks of intense Banking Training and assigned team of 12 associates to define procedures, test multiple process flows and formalize a roll out plan. Short Term project with many moving parts, Significant change, and stakeholder management duties. All about People and Process Management.

US Bank Fraud and AML Division 2019

AML Process Optimization Project Manager

Retained by the Sr. EVP of Anti-fraud and AML, to document existing processes, map technology tools and data to the processes, and teach SME’s how to implement BPO as part of daily work effort.

Facilitated SME dominated working sessions to systemically understand and document current state processes. Replaced client’s tribal based knowledge with reusable Visio based process maps and metrics.

Intech Industries

ERP Project Manager 2017- 2018

Led the requirements through RFP and vendor selection phases of an ERP search for this mixed mode custom manufacturer.

Accomplishments include documented current state business processes, converted requirements into RFP.

Spearheaded the vendor selection process including contracting and proof of concept

Built plan, charter, and standard pmo artifacts for project lifecycle. .

Authored business case. 16-month payback, $100,000 to $300,000 annual savings based on Inventory turns, planning and scheduling efficiencies.

Wright Medical

Project Manager Merger Integrations 2016–2017

Assigned 3 critical projects simultaneously, which had begun as separate activities, but lacked planning, resources, and PMO artifacts

Managed rate-based manufacturing planning project to optimize planning and lead time for multiple business units. Shadowed schedulers and reengineered processes to reduce cycle time and errors. Created dashboards which led to improved inventory turns.

Global JD Edwards Cost Accounting project. Assigned to a SWAT team to support this highly visible activity as several standard revision attempts had previously failed and it had not been done for several years, creating audit comments. Managed to completion and removal of the audit comment.

Led JDE item master cleanse project, which rationalized and combined 4 different versions of JDE across the world. Created standard pmo artifacts and led daily standups. Managed offshore development. The integration of 4 separate versions into a common item master file laid groundwork for significant inventory reductions and product consolidation

Hawkins Chemicals

Business Consultant JD Edwards Training System Development & Roll Out 2014 – 2015

Reported to the CFO’s leadership team of this $350 million process manufacturer /distributor. Responsible for the design, development, content, testing, and roll out of a JDE Training System using SharePoint and Oracle UPK tools. delivered a fully operational training site which is in daily use. Training savings of 20% realized for new and transferred employees using the JDE Training and Integrated Process tool sets.

Amano McGann

Project Manager JD Edwards System & Process Optimization 2013- 2014

Contracted by CFO to assist in the stabilization and optimization of a troubled JD Edwards ERP implementation or manufacturer of parking industry systems, services, and aftermarket support. Client was looking at several million $asset impairment write off.

Documented current state processes, stabilized major issues, established controls, and integrity testing. The audit findings and remediation options were presented to the client which led to the decision for a partial rationalized reimplementation.

Vision Ease Lens

Interim Controller Project System & Process Optimization 2013

1 year contract with responsibility for all accounting activities for this $100 Million multinational lens manufacturer.

Led process analysis and documentation initiatives to cut costs, increase bandwidth of staff, and introduce current technology tools into this JD Edwards environment. Identified over $300,00 of process savings.

Led global (4 countries) design, conversion and roll out of JD Edwards Fixed Assets, replacing manual and Excel based tools.

United Health Group

Director of Business Processes and Systems / ScrumMaster 2009 – 2012

Implemented Business Intelligence Data Warehouse using Agile methodology for use across the various businesses.

Created and deployed executive reporting suite to financial analysts. Led User Training and post go live support.

Assisted CFO with the business system integration of several recent acquisitions. Duties included project planning, system road mapping, process and roll out standardization, Reduced implementation cycle time by 25%.

Reporting to the Government CFO, led the implementation of the Cost Point ERP Suite for DOD Compliance.

Managed ERP implementation, Data warehouse implementations and the optimization of capital process. Experience using Agile PM and Development methodology. Activities include daily stand up’s, sprints, burn rate metrics, user story etc... Delivered a Cognos BIDW project ahead of schedule.

Change Management Officer (Communications, Training and Organizational transition) that supported a companywide multi million People Soft ERP implementation.

Jostens

Project Manager ERP Requirements and Vendor Selection Processes 2008 – 2009

Performed business analysis and design supporting early phases of an ERP program Documented ERP business requirements and performed fit gap analysis comparing current state process to software possibilities.

Partnered with users and departmental management, led the vendor selection phase including proof of concept and requirements scoring to select the best fit.

Created Manufacturing Systems Roadmap, to communicate migration and prepare this client for national implementation.

Lawson Software Inc.

Project Manager Processes Business Process Reengineering 2007 – 2008

Participated in business transformation program for recently acquired and highly decentralized (15 operating companies) International Division throughout Europe. Created and delivered future state process design models for ERP

Led and facilitated financial & treasury process reengineering effort for 45 controllers and managers in Sweden

Identified 30 process savings opportunities totaling $1 million and associated business cases for management.

Agriliance Inc. (Land O Lake and CHS Joint Venture)

Program Manager Supply Chain Transformation and TMS 2005 – 2007

Assisted the Supply Chain Management implementing a 3 yr. “enablement” plan to reduce /migrate transactional processing to analytics, cost improvement and customer service.

Reviewed outsourcing possibilities and benchmarked against 3rd party logistics providers.

Identified and documented business requirements and assisted the client with T.M.S. (Transportation Management System) software and implementation partner selection.

Highlights of Career Positions prior to Consulting Career

Chief Financial Officer, Challenge Printing

Reporting to the President /Owner of Minnesota’s largest commercial sheet fed printer, we implemented several business optimization initiatives for this high growth printer.

Designed and implemented the first detailed business operating plan. Developed and implemented new Activity Based standards, and improved cost recovery rates. Implemented PSI ERP Manufacturing and Accounting package, and outsourced payroll. Created and rolled out Reward and Recognition Program and Employee incentive program

Established and facilitated Process Improvement Teams across key processes. This was operationalized into all levels of the organization yielding numerous cycle time improvements and higher first pass yield. Led to DSO improvements of 10 days, sales quote turn time improvements of 50% and order processing error reductions of 25%. Profitability improved by 20% during my tenure.

Moore Corporation LTD.

Chief Financial Officer Moore Data Management

North American VP Finance Moore Data Management

Director of Finance Moore Data Management

Controller Moore Data Management

Sr. Financial Associate Moore Research

European Cost and Pricing Director Moore Europe -Netherland

Financial Operations Manager Moore Rediform Division

Cost and Pricing Manager Moore Rediform Division

Group Leader Moore US Forms Division

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