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 & Advanced Compensation.
-UKG PRO Workforce MGMT
-Oracle R12; e-business & Financials.
-SAP; Success factors, Integrations & Modernization, Planning & Data Migrations
-SAP ECC to S/4 HANA; Financials/Cloud
-Supply Chain- Custom Ordering
-Salesforce Custom Integrations Full Suite CRM
-Ariba Implementations & SaaS Cloud Solution-SAP
-Time and Labor Mgmt; UKG System
M & A activities and Trading integrations
Service Now: Implementation/ Global implementation.
PeopleSoft 9.2 HCM/Financials; Global Procurement, Supply Chain; Inventory, Financials
Artificial Intelligence & Data Integrations
Disaster Recovery Business Continuity Planning
Risk & Audit Management
Concur/COUPA Cloud-based Solutions
Supply Chain module customization SME
Financial modeling/FDM
Application rationalization and Process flows.
Complete application assessment and utilization.
Global PM & Director of ERP platforms; Senior IT Executive Consultant with 18+ years’ experience in Program & Project Management, 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 Knowledgeable of migrating platforms from Legacy platforms to state-of-the-art cloud-based solutions and using best In-class AI techniques.
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 Change Management, managing corporate moves and Communication Plans. Corporate moves and 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 ECC migration to S4/Hana Green field integrations.
Global eProcurement; Integrations
Service Now: Product Manager/owner- AI integration component.
Salesforce: Product Manager/owner
Artificial Intelligence: project planning
ADP/UKG Design & Build
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 – 9/2025
PROGRAM MANAGER: WORKDAY IMPLEMENTATION; HR, FINANCE, PAYROLL, TIME REPORTING AND SALESFORCE ASSESSMENT.
Managed & tracked the implementation and configuration of Workday HCM, Finance and tax setup.
Managed and provided detailed project plans to implement UKG WFM with new AI business processes.
Communicate effectively across all levels of the organization, including executive leadership.
Skillfully negotiate solutions for competing requirements, priorities, and stakeholder preferences.
Managed initiatives, and proactively identify opportunities for improvement, in workflows and business processes.
Managed continuous improvement across onboarding, support, and operational programs.
Worked closely with cross-functional stakeholders to support business initiatives.
Managed and collaborated with internal teams and coordinate with external vendors as needed to drive program success.
Identify training gaps, recurring support needs, and tooling issues, providing recommendations to improve onboarding and operational processes.
Performed customization for ordering and matching PO’s in the Supply Chain module using AI tools and processes.
Managed the customization from design to build on the business process flows for the supply chain module.
Worked with business partners on financial reporting and analytics reporting.
Managed and tracked with cross functional teams on requirements alignment with finance and payroll objectives.
Managed the application deployment of UKG and working closely with ADP on AI process flows, and Digitalization to process time reporting, OT, and time tracking.
Responsible for setting up processes for application and process flows, settings and security access and provided operational oversight of controls.
Worked closely with design and build teams in all phases with financial modeling systems and integrations.
Managed the internal teams as well, advised on restructuring of G/L, AP, AR for revised financial setup,
Developed and coordinated weekly status calls with finance and HR teams to provide weekly planning and view forward activities.
Engaged senior leadership and provided clear and concise communication an all aspects of financial reporting.
Managed a full assessment of the current PS system to determine data conversion to workday,
Provided Design and Build specifications for Workforce in Google workspace and ADP data business process flows.
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 8/2016–1/2024
Global Program Mgr: SAP ECC to S4/Hana migration & 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 applications inventory and rationalization of all N. American applications, provided a detail summary of all applications and remediate where necessary 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.
My SAP SuccessFactors and SAP Ariba for a Global Procurement system; integrated for the Buyer and supplier system.
Managed the Change Management process to streamline processes in payroll processing, the ONB and benefits admin modules.
Managed Time and attendance tracking for HR activities.
I also had a strong impact around the compliance component and the key processes for HR improvements and governance.
I managed the process and provided leadership to the overall impact to the integrations.
Managed a Global eProcurement invoice payment system integrating Coupa with Workday using ariba.
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.
Managed the process of application rationalization and complete assessment of all applications, both clinically and business.
Provided and complete summary of all applications and written summary of both downstream and upstream process flows.
Managed the process of complete infrastructure and security awareness of all applications.
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.
NEW YORK MERCANTILE EXCHANGE, New York, NY 1/2004–1/2006
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: Financial & 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 & Supply Chain, 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.
Project Manager, Electronic Data Systems/GM (1988–1998) 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), Professional (PMI-PMP), Risk Management Professional (PMI-Practitioner), Microsoft Dynamics, PRINCE 2, ITIL v4
Hardware
IBM/Dell/HP PCs, and Servers, Data Center Equipment, Hardware Racks, HVAC/Facility Security.
Software
Microsoft 365 Copilot: 2025, Microsoft Dynamics, SharePoint 2025; Smartsheet’s Tableau, Plan View/Primavera, PRINCE 2; CCAR Regulatory BASEL III; Service Now, Salesforce, MS AI Tools & Technologies.