Selected for a newly created role responsible to drive enterprise-wide process and programmatic initiatives for the newly segmented company. Built sustainable, repeatable processes across divisions with strong process discipline and strategic thinking, utilizing Lean methodologies. Stood up Robotics Process Automation (RPA) and Intelligent Automation (IA) Center of Excellence and supporting processes to drive $5-10M per year in cost efficiencies- Led up to 75 direct and indirect reports focused on leading enterprise initiatives and cost takeout.- Created and maintained an enterprise-wide Lean champion and certification program dedicated to building change champions throughout all job levels and organizations- Maintained a portfolio of all strategic initiatives for the company, ensuring target business outcomes were achieved and proactively ensured initiatives were aligned with corporate strategy- Completed large-scale ERP implementation, significantly reducing number of financial systems

Promoted to a newly created role that provided the form, function, and leadership of over 150+ enterprise-wide transformation initiatives. Stood up the operating rhythm, program portfolio, and organizational processes to ensure transformation work delivered against financial plans. Scaled and sustained the operations of the transformation office with strong program management skills and thought leadership. Successfully managed cross-functional teams focused on delivering $200M+ in efficiencies-Organization responsible for playing a key role in the $960M acquisition of First American Payment Systems, the largest acquisition in enterprise history, exceeding revenue and EBITDA targets since being acquired- Realized $79M in initial value by driving the execution of strategic initiatives including technology, real estate, and operational transformations- Drove the go-to-market strategy and process optimization efforts for new solutions and enhancements that deepened client partnerships

Program director and Business Integration Lead for the Marketing Solutions Area as a member of the senior leadership team of a significant growth business within the Deluxe FS segment ($200M+). Primary responsibilities included:• Built the strategic roadmap and execution plans for solution area strategic initiatives, including KPIs / OKRs across the solution area to manage performance• Led Marketing Solutions Product Management, Business Intelligence, Client Services & Operations teams responsible for development of products, market analysis, organizational key performance indicators, reporting & analytics, and client delivery.• Owned large-scale programs, process optimization, and managed OKR (Objectives and Key Results) processes for the solution area; facilitated the prioritization of all initiatives and projects in the business to ensure focus, accountability and effective execution at all levels• Led go-to-market initiatives for new products and product enhancements with direct accountability to financial impacts• Acted as the liaison and main point of contact for the FS M&A corporate development and integration leadership team throughout due diligence and integration activities, helping to execute on defined business case objectives and business strategy. Built and deployed continuous improvement and culture building programs across the solution area.

Promoted to the role that built and led the M&A integration office, Project management office, and Process improvement practice for the Financial Services segment. Created value through the delivery of business cases as an expert taking deals over the finish line and building out a programmatic structure to ensure objectives were met. Led an organization with diverse operational skills, including:- Program & Project management- Mergers & Acquisitions due diligence & integration - Organizational strategy and design- Process development and optimization- Systems change operations (client-facing and back end ops)- Technical writing- Training design and delivery - Event planning- Reporting & analytics• Built an M&A integration office that included project management, change leadership, and process re-engineering support for acquired companies• Worked with the M&A corporate development team to perform due diligence activities for potentially acquired companies, including the integration strategy and roadmap• Collaborated cross-functionally to build an M&A playbook: the standard for which organizations integrate acquired teams into their areas• Partnered throughout the segment to drive clearer priorities and alignment, organizational performance, financial solvency, and communication in order to meet M&A business case objectives• Accountable for significant process standardization and integration of key metrics to reduce cycle time, eliminate defects, increase customer satisfaction, and reduce cost through Lean deployment and tools.• Designed and implemented Lean operational excellence programs and training initiatives and events to drive a culture of continuous improvement. Coached and mentored individuals on Lean certification and project management skills.

Led professional services organization including sales support, electronic delivery, and process consultants supporting sales and marketing operations dedicated to consultation and implementation of ordering applications and core product and services with management of $2M operating budget. Acted as process owner and Steering Committee representative for the Client Services organization with responsibility to determine impact and operational changes needed to implement products to market. Led Business Process Offshore relationship management for core data maintenance and order problem resolution operations in Chennai, India. Achieved financial AOP objectives favorable by $353K and Business Process Offshore initiative plan favorable by $486K.

Designed and facilitated Lean value stream and detailed process mapping sessions to best define, assess and implement process improvements that reduce waste, eliminate defects and increase productivity. Presented leadership with recommendations for continuous improvement in alignment with financial and organizational goals utilizing A3, hoshin plans and project management tools.Selected achievements:- Designed and implemented a streamlined billing audit process that resulted in a 33% reduction in process steps, 28 resource hours and an annualized cost reduction of $50K in six weeks time.- Assessed and designed a roadmap to realign processes for order placement and problem resolution resulting in a annualized cost reduction of $200K.- Developed a sustainable and executable strategy to reduce SG&A expenses in 2009 through the conceptual design and execution of a lean process initiative, resulting in a $550K annualized cost reduction and 45% process time reduction.

Responsible for leading business readiness activities including process design and re-engineering, facilitation of training, system readiness, and communication for large organizational projects. Acted as relationship manager for a significant business process outsourcing initiative.

Accountable for delivering projects on time, on budget, and to the satisfaction of project sponsors and key stakeholders using PMI instructed project management standards. Led project teams responsible for business readiness activities in the pursuit of successful implementation of transformational system and process changes.

Responsible for writing business requirements for new system functionality, coordinating software releases, and participating in new software installations through user acceptance testing and site verification.