Selected accomplishments, by year:2017 - Added Multi-Year Capital Plan support to CPATH (EcoSys). Architected, built, and deployed Validation Profiles system (i.e., contextual, vs "one size fits all" capital project data validation).2018 - Architected and PM'd implementation of "Generate Journals" feature for Harvard's Oracle EBS instance. This automated a manual Excel-based process for funding capital construction projects. - Implemented modified version of EcoSys Standard Product Contracts Module (modified to a) support serial, and configurable, approval workflow for invoices, and b) interoperate with Harvard's General Ledger.)2019 - Automated, via EcoSys, enrollment of newly opened capital projects within appropriate Builder's Risk Insurance policy. 2020 - Architected and PM'd implementation of "Create Assets" feature for Harvard's Oracle EBS instance. This automated a manual Excel-based process for creation of CIP asset shells within Oracle Assets.- Implemented "CAPS Forms Viewer" within EcoSys. CAPS Form Viewer made all approved project funding requests readily available to users in Excel-exportable format, eliminating a bottleneck of having to view these records one at a time within a pre-formatted PDF report.2021 - Implemented Presidential Discretionary Fund Commitments (PDF) Module within EcoSys for the Office of the President and Provost, which included automated integration with the Harvard General Ledger. This replaced a manual Excel-based process for tracking these commitments.2022 - Implemented Multi-Year Technology Plan (MYTP) Module within EcoSys, which is Harvard's first University-wide GL-integrated system-of-record for tracking in-flight and planned *technology* (as opposed to physical construction) capital investments.Position summary: Delivered solutions for the capital planning and capital project management business needs of the University, leveraging the EcoSys and Oracle eBusiness Suite (EBS) platforms.

Worked with new and existing client base to ensure successful implementation of Event Management System (EMS) software solution.Conducted instructional presentations for large audiences at the annual EMS user conference.Collaborated with fellow DEA Professional Services team members to produce training aides and best practice documents.

Responsible for successful ramp-up of ByAllAccounts partners in the CRM, portfolio management system, and personal trade monitoring verticals.Enabled partners to achieve efficiency gains via promotion of and training on self-service functionality and understanding of product architecture.Enterprise Salesforce administrator; continually led initiatives to enhance SFDC value-add, such as adoption of Salesforce for Outlook, classification normalization, and electronic contract signing via EchoSign and Conga Composer.Served as internal SME for Schwab PortfolioCenter and Morningstar Office, the two most widely used solutions for presenting ByAllAccounts data. Educated sales, marketing, support, and engineering teams in these areas by way of documentation, webinars, and “lunch'n learn” sessions.

Worked with vendors and internal IT resources to deliver high-value projects for a portfolio of HR and Administration business customers.Three time recipient of Liberty Mutual “Bravo” Award for excellence in executing and managing projects.Proactively engaged business partners to continuously improve ROI of implemented systems, as well as designing and delivering training sessions and end user documentation.

Analyzed the information technology infrastructures of various business units within the University to ensure adherence to COBIT-based best practices.Drove creation of web-based interface to internal WHOIS server to facilitate identification of IP addresses internal to the University.Created best practices guide for evaluating customer Windows 2003 Server services configurations.

Recruited, trained, and managed team of four data-entry specialists for early SaaS version of PortfolioCenter (named CoWorker).Recruited and managed relationships with the 20+ customer participants in the CoWorker beta test.Gathered and documented business requirements for automated tools to assist with data-entry.Won 2002 Q4 Charles Schwab Excellence in Service award for creation of financial statements for Schwab’s Private Client program.

In addition to duties in previous position, managed team of six technical support representatives. Conducted quarterly performance evaluations, support call evaluations, and interviewed new tech support applicants. Managed the team’s on-site consulting function and conducted many client engagements across the country; activities included installation and configuration of Centerpiece across office networks, strategic data clean-up projects, and customized training classes.Member of support team which won the annual Charles Schwab Excellence in Service award for 2000.

Provided first and second level support for PortfolioCenter, a Win32-based portfolio management system for independent financial advisors.In addition to program specific problems, dealt extensively with TCP/IP connectivity issues, domain account permissions, printer setup, etc.