Newly minted employee at BMO after the acquisition of Bank of the West. Focused on the development of the Strategic Sourcing Category Roadmap, the Strategic Supplier framework and managing large scale, complex supplier negotiations.

Project lead for the deployment of General Data Protection Regulation (GDPR) focusing on Procurement Readiness across tools, technology and purchasing processes. Also developing organization risk management model for 3rd party supplier relationships leveraging Enterprise Risk Management frameworks and best practices.• Developing Risk Management framework to assess current procurement risk management practices. The goal is to understand maturity, coverage and future state needs.• Lead ensuring that all Microsoft purchasing systems comply with GDPR standards. This includes an inventory of tools, processes and applying design changes in partnership with business and technology partners.• Managing the Privacy Review process for tools, data bases, SharePoint sites across Procurement. Each tool requires a review to determine if it handles Personal Data and if it does must meet new GDPR standards. Ensuring that owners implement new standards and attest as fully compliant.

Managing the Simplification of Procurement at Microsoft including process, tools and policy to drive improved user/supplier experiences, an integrated technology roadmap and to reduce requisition and Purchase Order turnaround times.• Managing, developing and deploying the Procurement simplification roadmap working with procurement operations, IT and sourcing to build out a multi-year initiative of specific deliverables including: consolidated Procurement Information and nomenclature, requisition process step analysis and reduction, marketplace assessment of Procure-to-pay tool solutions including third party risk management, build versus buy analysis and the delivery of a technology roadmap and strategy.• Managed a team of supplier relationship managers within procurement to define, bid and select a Supplier Relationship Management platform including risk measurement and monitoring, strategic relationship tiers and innovation.• Created and managing a Procure-to-Pay Experience Board focused on ensuring alignment across Program, Tool, Process and Policy owners for procurement, supplier risk and financial operations • Managed the sourcing, selection and negotiation of a Dynamic Discounting Solution for Microsoft. The expected return when it is fully deployed will be over $15M per year in incremental discounts to a $90M supplier discount program.

Project Management responsibility of Finance led projects focusing on the evolution of Microsoft’s Supply Chain capabilities and the global migration and integration of the Nokia Devices and Services Company.• Successful development and delivery of a finance data migration strategy as part of the Nokia integration project. This included the analysis and implementation of a tools based data migration and validation process for Vendor, Employee Expense account, Fixed Assets, Purchase Orders and General Ledger Account records.• Managed complex timelines, data objects and teams across various geographies to ensure project milestones and success factors were met.• Managed the evaluation of the next generation of Microsoft’s Procure-to-pay framework for the direct procurement of goods and services. This includes the review of current business processes, developing a cost benefit model evaluating different solutions, creating the strategic sourcing model for negotiations and contracting.

Managing a team of Procurement Business Partners supporting Microsoft’s Sales Marketing Services Group (SMSG), the Microsoft Office Division and the Microsoft Business Solution Group (MBS). These groups account for over $5bn in addressable spend across Marketing, Professional Services, Technology and Technical Services that represent over 40,000 employees.• Drove third party strategies based on business priorities while ensuring alignment to centrally led category strategies and enterprise suppliers.• Worked at senior levels of the company to identify and deliver specific initiatives targeted at driving revenue, risk management, cost efficiencies, brand value, and innovation to business partners by leveraging Microsoft’s supplier base.• Managed team supporting multiple integration efforts in partnership with Venture Integration for the implementation of procurement services for Yammer, Pixelated Pixel, FAST and SKYPE.• Collaborated on the creation and the responsibilities associated with the Procurement Engagement Manger (PEM) role at Microsoft. This has led to the creation of a centralized team within the Global Procurement Group responsible for driving all business specific priorities into the Procurement function.

Managing Strategic Sourcing initiatives and Commodity Management for multiple lines of business including Retail Bank Deposit Products and Services, Consumer Lending, Credit Card and Corporate Risk. Reducing costs across selected business areas saving in excess of $30 million annually.• Managing a team of Sourcing Managers with responsibility across multiple lines of business and over $1bn in vendor spend

Managed Strategic Sourcing initiatives and Category Management for multiple key categories including Telecommunications, Fleet Leasing, Maintenance/Repairs/Operations (MRO), Printed Materials and Drug and Background Screening. Reduced costs 10 – 50% across selected business areas saving in excess of $10 million annually.

Independent Management Consultant involved in process review, process redesign and contract review.

Director- Global Wireless Solutions GroupImplemented product development and project management expertise, supporting a 10-month, $10 million enterprise implementation of a new multi-channel, retail brokerage business in Hong Kong. Spearheaded issue resolution between senior management, development teams and other stakeholders to insure timely delivery consistent with project objectives, scope and budget. • Completed initial customer/market research and technology feasibility study on three countries prior to recommending Hong Kong for product deployment. This led to responsibility for and the direction of a diverse international team with a $2 million budget. • Managed and created the Business and Marketing requirements documents (BRD/MRD), customer service models, customer collateral and a public relations strategy. • Coordinated the design, content and navigation for a Wireless Markup Language (WML) application for a Wireless Application Protocol (WAP) mobile phone. Conducted customer usability research to assess the navigational impact of the trading application on a wireless device.• Negotiated and closed critical path contractual issues between 3rd party vendors, outside counsel and the project management team, resulting in the execution of 3 carrier agreements and 1 technology partner and service level agreements aligned with the firm’s business practice and values.Senior Marketing Manager-International Marketing• Responsible for new product development initiatives, which resulted in the launch of web-enabled foreign exchange services, international advisors source and international wireless solutions. Strategic analyst – Charles Schwab Europe• Developed business case and led marketing team of up to 10 people with a budget of £700,000 for the development of an Independent Savings Account (ISA) product. This included: customer research, communication design, Internet development, systems evaluation and implementation.

FIDELITY INVESTMENT ADVISOR GROUP - UK 1997 - 1998Project Manager• Managed the de-conversion of client relationships during the closure of the UK operations. FIDELITY BROKERAGE GROUP (FBG) - BOSTON 1995 - 1997Brokerage Development Group Associate- Various Positions • Carried out a quantitative market segmentation analysis by channel to determine market potential for a focused marketing campaign.• Managed the creation of the first international fixed income desk for FBG.• Key role in the analysis and launch of the Small Advisor Program.

FUJI BANK LTD. - Japan 1994Summer Associate, International Treasury Division