Independent Transformation & Business Consultant. Strategic Execution Consulting Services. Specializing in strategic transformation across finance, operations, and technology. While others focus on strategy alone, we stand out by ensuring our recommendations are not just ideas – they're implementable solutions. Our approach considers the people, processes, technology, and culture implications, guaranteeing tangible results. Let's drive your business forward together.Example Engagements include:+ End-End FP&A and Order to Cash optimization: Reduce DSO / Bring Cash in Door Faster, Reduce Costs, Spend Analysis, Offshoring, Organizational Design, Improve Data & Billing Accuracy, Streamlined Financial & Metrics Reporting.+ System implementation (SAP, S4 Hana, IFS, Sage, etc).+ M&A Integration+ Vendor Assessments, RFPs & Proof of Concepts+ Managing Director for any large scale transformation projects+ Interim Chief Transformation Officer+ Interim Chief Operations Officer

SOAR: Bringing together leaders through monthly forums, exclusive events, and life-changing adventures.Serving as a Facilitator for a Women in Leadership Peer Group Launching in Q1 2025.

Responsible for managing Smart Care’s Order to Cash process including designing, maintaining, and iterating the entire order to cash process throughout the organization. Partner across the organization to optimize process to ensure billing accuracy, meet needs of the customers and manage the collection process. Own and lead master data, billing, collections, AR postings, accounts payable and disputes. Led team of 100+ FTEs across US and Philippines. Key Achievements:• Transformed Order to Cash process throughout the organization. • Launched “perfect ticket” initiative with dispatch to ensure accuracy of workorder details. • Integrated with High Radius to automate, streamline collections, credit management and uploading invoices to billing portals. • Structured departments to streamline operations and meet customer needs.• Created regular feedback loop with operations and sales to optimize collections.• Established key performance indicators to manage teams. Maintained billing accuracy of 99%• Managed outsource partner relationships.• Developed training and onboarding program for Order to Cash.• Built organizational and customer KPI scorecards to ensure accountability and proactive improvements.• Established an empowered, problem-solving culture; transitioned from decentralized to centralized culture.

Spearheaded implementation of new Scaled Agile structure and framework for move from SAP WRP to S/4 Hana. Ensured consistent structure and approach by collaborating with technology partners and functional leaders. Orchestrated all change and transformation efforts across order to cash organization, including development and transformation of order management, billing and invoicing, payments, collections and disputes customer journeys. Coordinated implementation and adoption of all change and transformation activities across Order to Cash, including measuring success, strategic planning and prioritization, financial management, organizational readiness, regional coordination, vendor management, program management, training and development, communications, and M&A Analysis.Key Achievements:• Consolidated teams to drive efficiencies, increasing financial transparency and documenting key processes, system and data maps to ensure knowledge transfer.• Steered strategic transformation, operational efficiencies, and integrated solutions across enterprise supporting Enterprise Lead to Cash program.• Provided coaching, mentoring, goal setting, development planning, and overall performance management to global team.• Minimized costs by 24% YOY by supervising team through multiple org changes, transitions, and reductions in force.

Responsibilities:During this job role, I operated as change champion to steer strategic transformation, operational efficiencies, and integrated solutions across enterprise supporting TR Change Program. I executed effective strategy to achieve Order to Cash (O2C) and Change Program outcomes; assure business process and technology alignment across O2C and Change Program are in place to accomplish desired outcomes and committed benefits across function. I served as an agile coach for the organization to derive agile methodology adoption. I was accountable for business process and technology alignment across capability areas. I enriched customer experience related to billing and payments, and integration across O2C for simplified and standardized solutions by delivering TR Change program.Key Achievements:• Directed annual planning process and business case submissions for organization to acquire approval for $40M transformational project.• Owned project and portfolio governance, change readiness, communications and chief of staff functions for the Order to Cash organization. • Assured overall testing across capabilities prior to MVP release and managed for MVP integration and deploy readiness.• Developed and implemented project frameworks and best practices to increase business benefits across portfolio.

Responsibilities:During this job role, I developed tool roadmaps to streamline processes and derive innovation to increase advisor, client, and associate experience. Steered omni-channel experience and tool engagement for advisors and clients. I created effective solutions by utilizing robotics and AI to automate processes. I designed and executed deliverables in aid of new products, new tool functionality, BAU changes/enhancements, and highly complex projects from design through implementation and monitoring. I built and maintained strong relationships with key business partners and customers.Key Achievements:• Provided overall leadership including strategy, operations and people leadership for a team of 25 technical product owners and business system analysts, responsible for strategy, implementation and scaling of key business execution tools.• Spearheaded large-scale technology transformation focused on mitigating duplication of processes and driving one way of doing business to enrich client and advisor experience.• Accomplished Certified Scrum Product Owner (CSPO) certification.

Responsibilities:During this job role, I was responsible for strategic planning, development, management and oversight of our Voice of Customer (VOC) program including measurement, establishing and reporting goal metrics, cross organizational change, operational efficiencies, closed-loop feedback program, journey mapping, and dashboarding of customer feedback to support data driven decisioning and timely problem resolution. I offered daily leadership, including work direction, training, feedback, employee development and performance management. I led team of analysts, accountable for robust root cause analysis of performance results. I headed execution of customer experience analytics, including big data solution for customer journey analytics.Key Achievements:• Steered strategic and operational change throughout organization by partnering with key stakeholders across service, operations and technology; driving root cause analysis, problem solving sessions to remove redundancies and improve client experience metrics each month.• Developed and headed Best-in-Class, Chairman's Award winning, Voice of Customer program that took us to JD Power certified contact center in only three-years.• Oversaw progress of operational and strategic objectives as well as shared perspective on experience, operational, employee and risk implications.• Formalized action plans, drove operational efficiencies, and implemented improvements to increase client satisfaction.

Responsibilities:During this job role, I administered end-to-end financial modeling and support for both Ameriprise Advisor Center and Field Real Estate portfolio, including P&L forecasting, annual planning process, metric trending, goal development and budget/expense management. I performed end-to-end business case analysis, including CBAs. Created assumptions and sensitivity for decision support and forecast modeling. I operated as key interface with VP level finance and senior business leadership, reviewed results with SVP level business partners and partnered to determine critical issues.Key Achievements:• Examined and reviewed work of financial analysts to provide coaching and leadership to prepare direct reports.• Designed and developed reports and variance analysis and created "the story" around monthly results.• Prepared key presentations for CFO to gain approval for key financial decisions.

Responsibilities: During this job role, I administered prioritization and execution of ad-hoc analysis that provided insight into business and steered long-term strategic vision. I spearheaded cross-functional captainship focused on driving consistent models, assumptions, communication, and quality control across business.Key Achievements:• Engaged with leaders and team members to validate business requirements for modeling and reporting solutions, and translating requirements into solutions.• Owned goal, budget, forecast, and variance analysis process for an $80M business.

During this job role, I managed the monthly financial reporting and forecasting process. I developed and maintained financial models and process that supported global long term corporate strategy, including scenario planning & financial analysis. I supported the long range and annual planning and budget process, supported identification and development of KPIs for the business and worked directly with key executives and group leads to provide financial and leadership support for strategic projects and initiatives.Key Achievements:• Lead a company-wide initiative to develop, build, and implement a Capex model and database for consistency in tracking and reporting.