Global ERP Program Manager

Dale Roth 727-***-**** ***********@*****.***

Program Manager/ Executive: Information, Administration, Operations & Finance

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

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

-KRONOS to UKG Workforce

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

-SAP; EC & HCM, Success factors, Integrations & Modernization, Planning & Data Migrations

-SAP S/4 HANA; Finance, HR, supply Chain and Sales

-Salesforce Custom Integrations Full Suite CRM

-Ariba Implementations & SaaS Cloud Solution

M & A activities and Trading integrations

Service Now: Implementation/ Global implementation.

PeopleSoft 9.1 & 9.2 HCM/Financials; Global Procurement, Supply Chain; Inventory, Financials/Ariba

Artificial Intelligence & Data Integrations

Disaster Recovery Business Continuity Planning

Risk & Audit Management Data Center Build/Relocation

Concur/COUPA Cloud-based Solutions

Global PM & Director of ERP platforms; Senior IT Executive Consultant with 18+ years’ experience in Program Management, Project Management, CRM, ERP & Cloud implementations, Acquisitions, Post-Merger Integrations, Information Technology, and Executive Management. Managing 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 Legacy platforms to state-of-the-art cloud-based solutions.

Accomplished program & project manager: Highly skilled in overseeing, 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.

SAP WM: Inventory of Retail merchandise.

Coupa Integrations; Travel & Expense system

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

SAP S4/Hana Green field integrations.

Procure to Pay: Integrations

Service Now: Product Manager

Salesforce: Product Manager

Artificial Intelligence: project planning

Managed and Lead Teams of over 75 and Managed budgets of 25 million

Dana Farber Cancer Institute\ 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

DANA FARBER CANCER INSTITUTE, BOSTON, MA. 1/2024 – 5/2025

PROGRAM MANAGER: WORKDAY IMPLEMENTATION; HR, FINANCE, PAYROLL, TIME REPORTING AND SALESFORCE ASSESSMENT;

Managed & tracked the implementation and configuration of Workday Payroll, including earnings, deductions, tax setup, and payroll processing; Sprintax Product Owner.

Worked with testing team in Panaya for all test scenarios and tracked defects to resolution.

Worked in workday tenant to do customization and oversight on business requirements.

Worked with teams on the desin and build of payroll processing and tracked changes in the system.

Worked with business partner to provide guidance and leadership for Sprintax implementation.

Managed and tracked with cross functional teams on requirements to assure alignment with finance and payroll objectives.

Managed actively in testing and setting up curriculum training for LMS processes.

Responsible for setting up processes for Operational Change Management and oversight controls.

Worked closely with design and build teams in all phases with systems integrator and senior leadership.

Managed and coordinated weekly status calls with both financial and payroll teams to create and report status.

Developed and coordinated weekly status calls with finance and HR teams to provide weekly planning and view forward activities.

Managed a full assessment of the current PS system to determine data conversion to workday,

Provided analysis report of data to senior leadership to determine if business processes could be streamlined.

Coordinated and provided monthly reporting to senior leadership in the hospital on all target dates and deliverables from both the system integrator and workstream business leads.

CUSHMAN WAKEFIELD, New York, NY 9/2016–1/2025

Global Program Mgr: Peoplesoft 9.2 to Workday HCM & Financials /Salesforce - CRM/UKG 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.

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

SAP Hana financial projects implemented and provided firsthand management support for customer contracts and assuring customer friendly format of documents.

Managed 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.

Developed and architected a plan to integrate COUPA as a cloud solution in N. America region.

Managed a team of 45 globally and managed a budget of 25 million dollars.

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

Program Mgr, Managed Independent Validation & Verification (IV&V) project, 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.

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.

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.

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

Sr. Program Mgr.; Workday HCM Migration, HR, Payroll, Benefits, Supply Chain

Worked with business teams and EPIC functional/technical experts to develop a detailed plan for rollout to hospital

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.

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

Sr. Director: Oracle Migration, R12 Financials Implementation;

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.

Managed scope for all M&A processes including Payroll, Benefits, Time and Entry, Organizational Management, corporate HR.

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

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

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.

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

Program Manager: New Corporate Technology Data Center and SAP Supply chain 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 Broadridge equities and Fixed Income M&A.

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.

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

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 SAP Supply Chain and Kronos Time reporting system.

Managed delivery of enterprise planning project and developed schedules and budgets for SAP Partnered with HR to develop scheduling resources. 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 HR and Financials 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 MUREX 3.5 Trading Platform/Fixed Income and Equities.

Managed implementation of MUREX MX 3.5 Trading systeim in Fixed Income/Commodities/SOFT products for the 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: Mergers and Acquisition projects

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 HR 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 EC & Sales Forces, 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.

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.

Project Manager, Electronic Data Systems/GM (1988–1996) FTE: Managed corporate move and physical relocation of 1,600 PCs and 400 devices for large production site. Worked with system integrators and business partners on Data center.

EDUCATION, CREDENTIALS & TECHNICAL SKILLS

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

Certifications

Workday HCM; Oracle R12; SAP SuccessFactors; Project Management Professional (PMP), PMI Scheduling Professional (PMI-PMP), PMI Risk Management Professional (PMI-Practitioner), Microsoft Dynamics, PRINCE 2, ITIL v4

Hardware

IBM/Dell/HP PCs, IBM/Dell Blade Servers, Data Center Equipment, Dell/IBM Racks, HVAC/Facility Security

Software

Microsoft Project Professional 2024, Word, Excel: PowerPoint, Microsoft Dynamics, SharePoint 2024; Smartsheet’s Tableau, Plan View/Primavera, PRINCE 2; CCAR Regulatory BASEL III; Service Now, Oracle Financials PeopleSoft 8.7 to 9.2, SAP HCM/HR/AR/AP/MM/CS/SD/GL and CRM and Salesforce.

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