Led and supported several 𝐏𝐞𝐨𝐩𝐥𝐞𝐒𝐨𝐟𝐭 𝐇𝐂𝐌 and 𝐏𝐚𝐲𝐫𝐨𝐥𝐥-related projects, including: • Automate the premium pay request process - a multi-phase project still in progress (using Approval Workflow Engine and Fluid design)• Automated employee onboarding (using Activity Guide Composer, Fluid design, and BI Publisher)• Automated the tracking of various credentialing and vaccination programs (incl. attachment upload, Approval Workflow Engine, BI Publisher Reporting, and Fluid design)• Leave of Absence process automation and reporting (Approval Workflow Engine, Fluid design, and BI Publisher)• PeopleSoft security request and deployment automation (Fluid design, Approval Workflow Engine, BI Publisher)• Provided daily PeopleSoft technical support and helped lead various tools and application upgrades• Developed and supported various PeopleSoft interfaces (e.g. Telestaff, SimpliGov, Kronos, Voya, AD, etc.)• Reporting using BI Publisher, Power BI, Query-as-a-Service, etc.• Prototyped a custom tool capable of generating PeopleSoft Test Framework scripts (using PeopleCode and SQL to interrogate component metadata)• Provided technical support during payroll (7,000+ employees)• Provided technical support for the 𝐊𝐫𝐨𝐧𝐨𝐬 Timekeeping application and related interfaces with PeopleSoft, and Tech Lead on a pilot implementation project for the San Jose Police Department (in progress)

Led several 𝐏𝐞𝐨𝐩𝐥𝐞𝐒𝐨𝐟𝐭-related initiatives, including: • Developed and tested 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐞𝐝 𝐃𝐞𝐩𝐫𝐞𝐜𝐢𝐚𝐭𝐢𝐨𝐧 Mass Changes to update depreciation conventions and salvage values for 1,000's of assets in branches being exited• Developed and implemented a custom 𝐮𝐬𝐞𝐫-𝐩𝐫𝐨𝐯𝐢𝐬𝐢𝐨𝐧𝐢𝐧𝐠 interface for assigning user security parameters• Developed an 𝐞𝐧𝐯𝐢𝐫𝐨𝐧𝐦𝐞𝐧𝐭 𝐫𝐞𝐟𝐫𝐞𝐬𝐡 process involving data tokenization, masking, and scrubbing in a cloud environment• Designed a 𝐝𝐚𝐭𝐚 𝐚𝐫𝐜𝐡𝐢𝐯𝐢𝐧𝐠 solution to satisfy the bank’s info retention policies and improve performance• 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐏𝐫𝐨𝐦𝐞𝐭𝐡𝐞𝐮𝐬: Helped design a PeopleSoft API and governance model for a new custom loan system

• 𝐏𝐞𝐨𝐩𝐥𝐞𝐒𝐨𝐟𝐭 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐬 Lead for a large national provider of healthcare workforce solutions and staffing services (incl. General Ledger, Billing, Receivables, Purchasing, Payables, Cash Management, PayBill, Projects, and Contracts). • Helped manage an 𝐎𝐫𝐚𝐜𝐥𝐞 𝐂𝐥𝐨𝐮𝐝 implementation for an international provider of data centers, colocation and interconnection services. Created and managed a multi-phase project plan, analyzed plan scenarios under various assumptions, drove the team to provide plan inputs & report progress, and reconciled the backlog to get closure on requirements. • Led a 𝐂𝐥𝐨𝐮𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐬 close optimization effort for a large international computer hardware manufacturer. Traveled to Thailand and met 15 Controllers and Accountants from China, India, Philippines, Thailand, and the US. Identified pain points across Fixed Assets, Payables, Receipt Accounting, Cash Management, and Month-End Reporting. Worked with the team to identify and communicate solution alternatives.• 𝐏𝐞𝐨𝐩𝐥𝐞𝐒𝐨𝐟𝐭 𝐒𝐌𝐄 on an enterprise chart of accounts redesign effort for a large aerospace and defense technology provider for government and commercial customers worldwide• 𝐎𝐭𝐡𝐞𝐫: Cloud multicurrency work for a call center management company, PeopleSoft supply chain data conversion work for an electric utility merger, and led various training initiatives in Oracle Cloud, Advanced UIPath, Artificial Intelligence and Machine Learning

• Led the 𝐂𝐥𝐨𝐮𝐝 𝐆𝐞𝐧𝐞𝐫𝐚𝐥 𝐋𝐞𝐝𝐠𝐞𝐫 and 𝐂𝐚𝐬𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 streams of a pilot project for a large international auto parts manufacturer. Coordinated interface testing, cutover planning, allocation design, and some RPA. • 𝐂𝐥𝐨𝐮𝐝 𝐆𝐞𝐧𝐞𝐫𝐚𝐥 𝐋𝐞𝐝𝐠𝐞𝐫 and 𝐑𝐞𝐜𝐞𝐢𝐯𝐚𝐛𝐥𝐞𝐬 lead on an R13 upgrade project for a large international hotel chain, and provided application support for period-end closes. • Helped rescue a 𝐏𝐞𝐨𝐩𝐥𝐞𝐒𝐨𝐟𝐭 𝐇𝐂𝐌 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲 design and prototyping effort as part of an upgrade (8.0 – 9.2) for a large U.S. department store chain. • Led the Record-to-Report stream of an 𝐎𝐫𝐚𝐜𝐥𝐞 𝐄𝐁𝐒 co-exist strategy engagement for a biotech company. • Supported various M&A engagements (financial carve-outs & divestitures)

• 𝐏𝐞𝐨𝐩𝐥𝐞𝐒𝐨𝐟𝐭 𝐈𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧: Implemented and supported PeopleSoft Financials (GL, AP, PO, EX, AM), including consolidations multi-currency, multi-GAAP, reporting, security, average daily balances, VAT, Test Framework, and interfaces with 50 upstream and downstream systems. Pioneered a daily consolidation solution that was later adopted by several other U.S. banks. • 𝐅𝐨𝐥𝐥𝐨𝐰-𝐨𝐧 𝐏𝐞𝐨𝐩𝐥𝐞𝐒𝐨𝐟𝐭 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬: Tech leadership for several PeopleSoft Financials follow-on projects (e.g. 2 upgrades, a multi-currency implementation, nVision reporting, Axiom EPM implementation, a PeopleSoft EPM implementation, several integration projects) • 𝐏𝐞𝐨𝐩𝐥𝐞𝐒𝐨𝐟𝐭 𝐃𝐞𝐭𝐚𝐢𝐥 𝐋𝐞𝐝𝐠𝐞𝐫: Proposed and led the implementation of a PeopleSoft instrument-level ledger. The solution improved data transparency (straight-through processing), eliminated data discrepancies and reduced reconciliation effort. Saved significant cost compared to the alternative Accounting Rules Engine. • 𝐏𝐞𝐨𝐩𝐥𝐞𝐒𝐨𝐟𝐭 / 𝐄𝐪𝐮𝐢𝐭𝐫𝐚𝐤 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧: Led a custom interface development project from Equitrak to PeopleSoft involving daily transactions, partners' capital tables, and custom allocations for equitization, non-controlling interest, carry, and management fee accounting entries. Reduced manual effort for month-end closes. • 𝐏𝐞𝐨𝐩𝐥𝐞𝐒𝐨𝐟𝐭 𝐄𝐏𝐌: Provided technical support. Identified and helped correct a problem with the bank's FTP yield curves which others had overlooked. Performed impact analysis and helped organization a solution effort. • 𝐎𝐭𝐡𝐞𝐫: Tech Lead and support for several other system implementations (e.g. Axiom EPM, PeopleSoft EPM), several integration projects between systems (using an Enterprise Integration Bus), and supported various other bank initiatives (UK, German, and Canadian branches; CCAR; FRDS; business capabilities mapping; etc.)

• PeopleSoft GL implementation for Silicon Valley Bank (as a Consultant through Beacon Application Services); pioneered an innovative consolidation approach that was later adopted by several US banks.• PeopleSoft Financials (GL, AP, EX, Billing, AR, PO, Projects, Contracts) and HCM upgrade project and production support for SeeBeyond Technologies across US and EMEA. Addressed multicurrency issues and implemented procurement workflow thought by some to be "impossible".• PeopleSoft GL and AP upgrade for FedEx Freight; addressed a difficult reporting issue involving department trees• PeopleSoft Enterprise Services Automation (ESA) reimplementation and production support for BEA Systems• PeopleSoft GL implementation for Savage Industries• PeopleSoft custom budgets project for SIAC• PeopleSoft Payables Y2K testing of Western Wireless• PeopleSoft ADB implementation and Budgets prototype for Telebank• PeopleSoft AP and AM production support for Interstate Johnson & Lane• PeopleSoft Financials Upgrade for Alaskan Airlines (customization analysis)• PeopleSoft nVision Instructor for Usinternetworking Inc.• PeopleSoft Budgets implementation for Snohomish Public Utilities District #1 (replacing many manual processes)• PeopleSoft GL and Budgets Fit Gap for B.C. Hydro• Costing process consultant for an SAP R/3 implementation for Fletcher Challenge (suggested leading practices)• AP/PO process consultant for an Oracle implementation at Canadian Wheat Board

• Strategy consultant (through Deloitte Consulting) for a cash flow optimization project at B.C. Liquor Distribution Board (identified $ millions in potential savings)• Delivered an Activity Based Costing methodology and system (through Deloitte) for PacifiCorp (identified unprofitable districts that were later divested)• Sr. Accountant / Analyst for Millar Western Pulp. Conceived of and developed a constraint-based pricing model which helped leadership identify unprofitable products and improve pricing decisions. Developed an automated cost accounting model which reduced manual effort during month-end closes. Coordinated the monthly financial statement preparation, cash flow forecasting, and quarterly budgeting effort. • Founder of Innovative Management Consulting (subcontractor to Uhde GmbH). Hired and led a team to manage the site accounting, contract administration, tax administration, and document control for the $435M SaskFerco nitrogen fertilizer complex construction project. • Manager of Budget and Analysis for the Royal Canadian Mint. Automated the Mint's budget process and led the annual budget and five-year forecast effort during the pivotal launch of the $2 coin in Canada. Prepared an economic feasibility study for a metal plating facility. • Controller for Harvest Services. Helped implement the Macola GL, MRP, and Cost Accounting modules and coordinated monthly financial statement preparation (incl. consolidations and multicurrency) and cash flow forecasts (automated using Snow report writer).• Freight accounting consultant for Saskatchewan Potash Corporation (reconciled and worked with PA's to eliminate discrepancies)