Engagement Director, Consulting And Accounting Solutions (Cast)
Us
As a consulting Project/Program Manager with Clifton Larson Allen, I supported a variety of internal and external efforts:Managed internal CLA Digital Data & Analytics and Automation & Integration projects.- Power BI reporting package that integrated 4 client source systems and provided detailed insight into revenue, profitability, and deal progress for a health care digital solutions and services company.- Microsoft Dynamics CRM solution to support non-profit conservation group’s member, non-member, and event tracking.- Microsoft Dynamics CRM solution to support lifecycle student tracking of and recruiting for non-profit Career and Technical institute (CTI) and well as their STEM programs, activities, and education for underserved K-12 population.Managed internal CLA Business Operations project to establish business processes for a new business offering, a joint effort between Real Estate Industry and Wealth Advisory Services. Facilitated group sessions and individual interviews with directors and key vendor; documented processes within Visio and validated with key stakeholders; and produced final process manual for employees.Supported the internal CLA Business Operations Project for the Minnesota State Rental Assistance Program by overseeing and executing payment processing, coordinating with the State financial team, and conducting research on applicants to ensure correct payment. To date, $390M assistance paid.Served as Scrum Master and Product Planner for external CLA health care client to facilitate agile product teams in support of business partners’ Business Intelligence needs. Averaged eight releases per quarter (included HR, Finance, Community Medicine, Data Governance, Claims Providers, and Digital Health).Served as Scrum Master for external CLA health care client to facilitate on-going internal agile product team responsible for establishing, supporting, and enhancing the Power BI platform for the organization’s new Azure data platform.