Dale Roth 727-***-**** adyzvz@r.postjobfree.com

Senior Program Executive: Information, Administration, Operations & Finance

REAL ESTATE/AG HEALTH CARE MANUFACTURING FINANCIAL SERVICES BANKING / M&A RETAIL

-Workday certified- HCM Modules & Financials / Advanced Compensation & Benefits Implementations.

- KRONOS Workforce Management/HR-T&A, Scheduling, Labor Activities, Data Analytics, E-Time, On-Boarding.

-Oracle R12; e-business Suite/CRM/Financials.

-SAP; EC, S/4 Hana Cloud Integrations & Modernization, Planning & Data Migrations

-Salesforce 1-Platform- Full Suite CRM tools.

-NetSuite: Financial and Accounting Processes

M & A activities and Trading integrations /

Procure to Pay and Cash processes.

Service Now Quebec Ver./PPM /Cyber & Network Security

ERP Integration – HRIS /HCM Cloud Infrastructure

PeopleSoft 9.1 & 9.2 HCM/Financials RFQ/RFI/RFP

Global Procurement, Inventory, Financials/Ariba

Extensive Cutover Experience from Legacy systems to ERP platforms. Loan IQ deployment; Financials & HCM Migrations

Data Mining Mgmt & Migrations

Artificial Intelligence & Data Integrations

SDLC/Agile Project Management Global 5G Network

Disaster Recovery Business Continuity Planning

Risk & Audit Management Data Center Build/Relocation

Concur/COUPA Salesforce/Cloud-based Solutions

Summit/Calypso Trading Implementations

Microsoft Dynamics Project Planning 365

Performance/Employee Analytics

SAP: WM; Data warehousing/Management-Utilization and capacity planning for logistics and Warehousing material.

Global PM & business process leader with 19 years of experience leading technology operations, promoting client relationships and new business growth and achieving project goals on time and within budget. Known for leadership abilities, technical troubleshooting skills and network oversight capabilities. Knowledgeable of migrating platforms from Hyperion/JD Edwards to Global Core HR Workday platform, implementing HRIS systems to Workday/cloud-based time and attendance reporting systems, and launching SAP MM and supply chain/logistics solutions for medical devices and supplies for the health care industry and hospitals.

Accomplished program & project manager skilled in overseeing the planning, budgeting, design, development and delivery of cost-effective, customized, high-performance solutions to business demands. Experienced in managing corporate moves within existing buildings and different floor footprints and partnering with key vendors. Background includes managing and implementing SAP supply chain for healthcare and outside clinics. Managed multiple projects in Microsoft Dynamics and MPP software to deliver on time and under budget large enterprise programs. As a proven Program Manager, I have implemented and integrated Salesforce.com into a enterprise wide for a fully integrated cloud field service model.

SAP WM: monitored the movement & process inventory of Retail merchandise.

KRONOS: Time Reporting and Employee analytics.

Supply Chain: P2P, logistics, B2B, Invoice Matching, PO’s

Infor M3: ERP cloud based solutions in costing and modules.

Oracle Cloud Subscription.

SAP S4/Hana Green field integrations.

Q/A; CI – CD- Continuous Integration & Deployment

Cutover Experience- Legacy to ERP platforms.

Enterprise wide Integration- ERP

Strategic Planning

Cushman Wakefield State of South Carolina Memorial Hospital Essilor TJX Corp. AIG Pfizer Wyeth

Royal Bank of Scotland Thomson Reuters New York Mercantile Exchange Citigroup

Fox Entertainment Group National Australian Bank JP Morgan EDS GM

PROFESSIONAL EXPERIENCE

CUSHMAN WAKEFIELD, New York, NY 9/2016–7/2023

Global Program Manager: Peoplesoft 9.2 to Workday HCM & Financials /Salesforce - CRM/ Implementation Across 3 Regions; Approximately 28,000 plus employees.

Developed global Cutover plan for all regions, Workday-Salesforce solution for multi-region deployment using MS Dynamics & CRM.

Configured Workday Advanced Compensation for merit-based process using shared participation functionality and developed schedule for rollout across the regions.

Architect the compensation eligibility rules and created methods of defaulting compensation with advanced features.

Developed Salesforce CRM project plans for Financial data systems and collection of data driven rules and requirements.

Provided service ready KRONOS for all time tracking mobile devices, which increased employee productivity.

Implemented and provided firsthand management support for customer contracts and assuring customer friendly format of documents.

Developed a plan for SAP S/4 Hana integration program and detailed plans for a cloud based financial reporting.

Developed plans and worked closely with Accenture on cloud based solution for financial modernization and global procurement.

Implemented plan and worked with technical teams and vendor on Salesforce licensing.

Implemented Service Now 7.5 to track open tickets for open workday issues.

Developed and architected a plan to migrate Infor M3 to payroll and financials analytics and cloud solution in N. America region.

Managed the plan to implement Source to Pay with A/P teams to assure efficiencies in work flows.

Managed integration for Procure to Pay processes and manage costs across all ERP systems and improved bottom line savings in departments.

Developed and implemented security measure around Salesforce users on system platform to secure data privacy rules.

Provided and developed plans to implement Ariba for Global Procurement for N. America for all financial and operational projects.

Engaged with key leadership and key stakeholders to fully understand organizational structure, business processes, and roles and responsibilities in order to identify change potential and created efficiencies where needed.

GRANT THORNTON, Columbia, SC 1/2015–8/2016

Program Manager: Oracle Cloud Subcription and Workday/Success Factors Implementation, Independent Validation & Verification (IV&V), State of South Carolina Treasury Office

Managed scope, schedule and cost for portfolio of technology projects to implement JDE to Workday, SAP, NVEST and DEBT platform.

Developed cutover plan and schedule for Workday HCM implementation across state capital projects.

Organized the projects into manageable deliverables or phases and determined an effective program approach to complete projects in appropriate sequence to meet objectives.

Analyzed risks, prioritized contingency plans and identified trigger events and responsibility for mitigating action plans.

Managed relationships with project stakeholders, and M&A Finance, accounting systems within technology business partners.

Developed plans in agile methodology and tracked migration from PeopleSoft 9.1 core HR to Workday benefits and payroll module.

Managed issues and open tickets thru Service Now 7.5 for all SAP success factor generated by users.

Established and published clear priorities among program and project activities. Resolved conflicts and removed obstacles to ensure the project teams made progress to keep the program on schedule.

Managed financial aspects of project including budgeting, estimating to actual variance, resources and day-to-day initiatives.

Effectively coordinated the activities of the team to meet program and project milestones and corporate mandates.

Proactively managed change to baseline scope, schedule and cost variables, communicating impacts and facilitating decisions throughout the program initiative.

Developed a cutover plan to implement cloud based solution and S/4 HANA ERP planning.

Developed a plan to fully integrate all SAP S/4 HANA reports to a cloud solution.

Managed the SAP Ariba team to integrate to SAP S/4 Hana and assure we had proper access to credentials and data.

Developed and proposed recommendations and future processes to senior executives and staff.

Managed risks throughout the change initiative by conducting risk analysis and developing mitigation plans for each workstream.

Created change management communication plans and strategies that reaches all levels of the business.

Managed a budget and workstreams that were 18 million dollars.

MEMORIAL HOSPITAL, Gulfport, MS 10/2013–1/2015

Program Manager: Oracle Cloud Subscription Migration, Core HR, TAM, Workday/Success Factors Payroll, Benefits, Supply Chain

Managed a team of 75 resources and a budget of $14 million.

Worked with business teams and PeopleSoft functional/technical experts to develop a detailed cutover plan for deliverables, activities, activity sequence, Work Break-down Structure (WBS) and work estimates to create framework for project plan and schedule.

Finalized project plans and developed resource plans, cost estimates and budgets utilizing internal project management tools.

Coordinated with project resources—including third-party PeopleSoft consultants, internal teams, stakeholders and vendors—on all aspects of project progression and status reporting.

Project managed the Epic install for workday for Time and attendance and for NICU dept.

Managed the gap analysis for a fully integrated process for Investment and Debt functionality in the SAP module.

Prepared a M&A plan to fully integrate outside clinics and integrate into the General Ledger.

Developed a plan in agile methodology & customize the SAP module to fully integrate Treasury Management SW.

Developed plans and managed execution of all data conversion and cleansing activities from HCM legacy systems to Workday.

Managed cutover plan for implementation of Salesforce/CRM and data conversion runs for outside sales teams.

Worked directly with HR to implement Workday benefits and Success Factors as a core functional product.

Managed a implementation of Virtual Desktop technology to off-site clinics, this allowed health care staff to enter patient data.

Negotiated with Cerner a MDM, Mobile Data Management plan for enhanced health care platform for outside clinics.

Managed the scope and planned a scheduled rollout of devices for a Mobile Data Management for the hospital.

Implemented Service Now 7.5 to track all open workday issues and tracked thru the 24/7 help desk center.

Ensured timely communication to relevant business, support groups and management stakeholders around change management issues, regulatory changes, and process changes.

Identifyed the risks and provided mitigation and efficiency opportunities in the day to day activities and ensuring that changes and the solutions are implemented consistently.

ESSILOR CORPORATION, Dallas, TX 1/2013–10/2013

Project Manager: Oracle Cloud Subscription, R12 Financials and Workday and Success Factors Implementation

Managed a cutover project team and lead a team of 90 resources and a budget of $22 million.

Managed project plans and all deliverables for Global Oracle R12 solution for multi-country rollout of new General Ledger system.

Partnered with business subject matter experts (SMEs) and global/regional IT leads to deliver on strategic initiatives .

Oversaw cost estimates, critical path activities, phase-based milestones and resource requirements for the successful completion of each phase of the R12 financial project.

Held day-to-day accountability for maintaining project/quality plans, tracking activities against milestones, monitoring costs and proactively shifting resources to drive project to on-time and on-budget completion.

Managed scope for all M&A processes including Payroll, Benefits, Time and Entry, Organizational Management, Personnel Administration, e-Recruitment, Talent Management and Rewards.

Implemented COUPA for new T&E platform and Workday for full cloud-based employee system for corporate HR.

Managed transition from Hyperion to PeopleSoft 9.2 and worked with accounting to set up sub-G/L accounts and cost centers.

Implemented Workday and Success Factors as part as a global initiative.

AIG, New York, NY and Dallas, TX 11/2011–1/2013

Program Manager: Decommission Corporate Data Center & HR-Global Implementation Multi-region

Developed a project plan and blueprint for Service Now 7.5 upgrade to the corporate help desk

Decommission program to sunset over 1000 production servers in corporate data center.

Integrated core Loan IQ for a two-tier based central reporting system.

Provided a project plan for PMO implementation to the VP & PMO for different regions in central and South America.

Provided executive oversight and financial (FICO) controls to 5 regions; captured information and generated reports to CIO.

Managed a M&A plan to fully integrate central America into N. America HR reporting.

TJX COMPANIES, Framingham, MA 1/2010–10/2011

Program Manager: New Corporate Technology Data Center and PeopleSoft 9.1 Implementation

Developed master project plan in Microsoft Dynamics to build tier 4 data center and schedule transfer of 3,100+ applications and hardware. Developed project plans using the Solution Delivery Process (SDP) and PRINCE 2 methodology.

Facilitated vendor meetings and drafted RFPs for bid packages using HP’s DDMa and DDMi network tools for discovery process.

Implemented PeopleSoft HCM 9.1 global payroll to multiple regions; facilitated gap analysis and blueprinting sessions.

Provided dashboard reports and project status to senior leaders, including SVP Human Resources, VP Global Finance, EVP Finance and SVP Store Facilities.

PENSON FINANCIAL SERVICES, INC., Dallas TX 2/2009–1/2010

Program Manager: Client Acquisition and PeopleSoft 9.1 HR Upgrade-Global-Migration

Following acquisition of Broadridge institutional clients, managed delivery and tracked all new correspondents to new Oracle G/L platform. Managed project risks and facilitated status meetings across the functional teams with 65 total resources.

Defined requirements with the business and presented a new scope and approach for PeopleSoft 9.1 upgrade.

Migrated KRONOS to JDE Enterprise One E1 9.1. Led team through project RFQ, gap analysis, blueprinting, testing and go-live.

Developed project plans and worked with vendor for new product launch: Actimize 3.2-AML (Anti Money Laundering).

Managed team of business analysts through transition to new billing system for vendor correspondents, Procure Pay

PFIZER PHARMACEUTICAL/WYETH (MERGER), New York, NY 11/2007–1/2009

Project Manager: Global Program Delivery PMO/SAP Sales Force, CRM/HCM/Infrastructure

Managed delivery of enterprise planning project and developed schedules and budgets for PeopleSoft implementation. Partnered with HR to implement a full automated PeopleSoft 9.1-time entry and tracking system. Migrated two HP 9000 servers and applications to new data center in Boston. Managed cutover migration of source module to newer version ECC 6.0 target system and migrated master data where applicable. Tracked all critical programs using PRINCE2 project methodology and used Agile/SDLC for application migrations.

ROYAL BANK OF SCOTLAND/ABN AMRO (MERGER), New York, NY 1/2006–11/2007

Project Manager: SAP Financials and HCM and Infrastructure implementation

Project managed finance migration for 6 workstreams and provided cutover plans for new loan IQ system. Developed detailed project plan to migrate Rapid to Prism with finance teams. Performed gap analysis on new HR tracking system to fully implement with PMO. Managed plan to switch Catalina accounts to Loan IQ. Mapped 50 accounts to new reconciliation process and fees.

THOMSON REUTERS, New York, NY 2/2005–1/2006

Project Manager: Investment & Advisory Group and Infrastructure Implementation

Managed 70 internal staff within Product, Engineering, Operations, QA and Development teams. Developed detailed project plans for various Reuters Knowledge Direct (RKD) projects within I&A group. Generated detailed budget/expense reports for finance departments for all project initiatives and resources. Provided cutover plans during the RKD transition to the core team members.

NEW YORK MERCANTILE EXCHANGE, New York, NY 1/2004–2/2005

Program Manager: Implementation PMO Office/MUREX Trading Platform/Commodities

Led implementation of MUREX MX 3.1 Trading system within Fixed Income/Commodities/SOFT products trading floor environment. Implemented formal change management request process using MEGA Process and tier 1 approval platform. Managed implementation schedule with business stakeholders in commodities trading and across the NYMEX organization.

CITIGROUP, New York, NY 1/2003–1/2004

Program Manager: PMO Office

Project managed PMO migration from Legg Mason to Smith Barney affecting 145 branch locations, ensuring use of appropriate SDLC testing tools for application migrations. Managed configuration that addressed financial, human resources and SAP MM purchasing for North America. Led all FICO development by providing day-to-day planning across functional teams. Managed regulatory and compliance reporting for SOX 404/SAS 70 for audits with respect to SAP implementation using BASEL II.

EARLY CAREER HIGHLIGHTS

Project Manager: SAP and HCM Implementation, Fox News & Entertainment Group (2002–2003): Managed Hyperion System planning and JDE Migrations to ensure data integrity across all financial systems. Led implementation of new Quantum Treasury application and GAP analysis with SunGard vendor.

Project Manager: SAP SD/HCM & Sales Forces Implementation, Pfizer Pharmaceutical (2001–2002): Project managed and tracked the implementation of new SAP SD/CRM module for North America administration group. Developed project plans and deliverables. Provided weekly status via scorecards and dashboards to PMO and senior management.

Project Manager: SAP HCM/FICO, National Australian Bank (2000–2001): Prepared project plans and release schedule for SAP HCM/HR global payroll system. Developed project scope and SOW for FICO module rollout for FI administration. Project managed implementation of consolidated ERP system.

Disaster Recovery Project Manager, Credit Suisse First Boston (1998–2000): Planned and managed critical applications for validating/activating NT redundancy system in Princeton Data Center. Consulted with SEC and internal auditors on DR audit points/requirements. Documented policies and procedures. Project managed move/refresh of 300 monitors.

Disaster Recovery Project Manager, JP Morgan (1997–1998): Managed offshore team of 50 developers and 15 UNIX systems analysts. Developed project plans for pre-production testing cycles and hardware installation for 1,600-seat DR facility in New Jersey. Devised contingency plan to transfer 40 applications to new DR site.

Infrastructure Project Manager, Cantor Fitzgerald (1996–1997): Directed system enhancements, upgrades and additions for Fixed Income Trading floor. Provided Level 1/2 helpdesk support. Purchased hardware/equipment for trading floor operations.

Project Manager, Electronic Data Systems/GM (1987–1996) FTE: Managed corporate move and physical relocation of 1,600 PCs and 400 devices for large production site. Worked closely with suppliers on cabling for new footprint of data center.

EDUCATION, CREDENTIALS & TECHNICAL SKILLS

Bachelor of Science in Computer Science & Economics COLUMBIA UNIVERSITY, New York, NY.,1988

Certifications

Workday HCM and Financials; Oracle R12; SAP SuccessFactors; Project Management Professional (PMP), PMI Scheduling Professional (PMI-SP), PMI Risk Management Professional (PMI-Practitioner), Microsoft Dynamics, Six Sigma Black Belt, PRINCE 2, ITIL v3

Hardware

IBM/Dell/HP PCs & laptops, IBM/Dell Blade Servers, Data Center Equipment, Dell/IBM Racks, HVAC/Perimeter Security

Software

Microsoft Project Professional 2017, Project, Word, Excel: vlook up/pivot tables, PowerPoint, Microsoft Dynamics, SharePoint 2016; Tableau, Plain View/Primavera, PRINCE 2; CCAR Regulatory BASEL II; Service Now, Remedy 7.1 & 7.5; Oracle Financials R.12, PeopleSoft 8.7 to 9.2, SAP FICO/CRM/PP/AR/AP/MM/CS/SD/GL and CRM-Salesforce

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