• Conducted a detailed analysis of the 13F-2 rule to interpret and document its applicability, ensuring compliance with all aspects of the regulation, from reporting thresholds to data accuracy requirements. Collaborated with key stakeholders, including legal, compliance, and IT teams, to translate regulatory mandates into actionable and auditable processes. Developed and implemented comprehensive processes and procedures to ensure the client fully complies with the new SEC 13F-2 reporting requirements, aligning operations with regulatory standards. Led the testing and validation of software solutions to confirm that all regulatory reporting functionalities operate as intended, ensuring accuracy, timeliness, and data integrity.• Facilitated over 80 interviews with cross-functional stakeholders to assess and document the current state of the Onboarding process, identify best practices, and highlight gaps in resources, process tasks, and technological support to achieve the target state.• Conducted a thorough analysis of SEC and FINRA regulations to develop comprehensive Business Requirements Documents, generating actionable business requirements for implementing a new Order Management System. The resulting output has evolved to serve various purposes, including documentation for process development, ownership assignment, training, education, surveillance, audit, and change management tools.• Key contributor in establishing the essential infrastructure for ongoing data collection, ensuring compliance with industry regulations, and optimizing it for audit and reporting needs. This database was meticulously populated with data obtained through extensive research and analysis of disparate systems.

• Collaborated with Case Management's Product Owner and Subject Matter Experts (SMEs) as the Product Owner on the Microsoft team to orchestrate the design of a new CRM system in Washington DC, specifically tailored to streamline processes and tasks for Social Workers in the area, enhancing efficiency in the Comprehensive Child Welfare Information System. • Rewrote user stories to enhance clarity and crafted comprehensive acceptance criteria.• Played a pivotal role in translating Case Management’s needs into actionable items.• Led productive cross-functional meetings to gather requirements and insights, fostering a collaborative environment that promoted effective communication between the Microsoft team and Case Management stakeholders.• Maintained and consistently updated the Case Management module’s wiki section, encompassing vital documentation such as business process flows, feature highlights, and other essential information. Ensured accuracy and relevancy to provide stakeholders with a comprehensive and up-to-date resource for effective project understanding and collaboration.

Accelerate the build and adoption of Salesforce enhancements to drive revenue growth. Fast track the acceptance and implementation of consistent, consolidated, efficient business processes in areas where the revenue impact would be immediate and the end user processes would be streamlined and simplified. Eliminated status meetings and redundant work sessions accounting for 20% of a work week through improved reporting, boosting productivity and morale for the department.Overall administrator/owner of the Salesforce instance and integrated applications. Bolstered ideal performance of Salesforce systems and products, upgrading and configuring those systems for optimized integration. Managing Salesforce roles, profiles, sharing rules, workflows, and groups. Driving cadence, visibility and communication between Workstream leads.Revolutionized the Change Management process in Atlassian JIRA, paving the way for a decision-making process based on real time information. Initially designed for our development team, it proved to help drive adherence to the SDLC and visibility to the end users, and was later adopted by the broader IT team. This process provides many benefits, including visibility and prioritization of requested enhancements, transparency on workload and resource availability, and communication of the upcoming approved system changes. This successfully produced metric reporting on tickets and utilization, in addition to customized dashboard views.Accomplished department objectives including integration of mergers and acquisitions by effectively managing staff, planning and evaluating department activities, and creating new projects that drive application health and system enhancements for productivity for both internal users and external customers.Spearheaded the growth and development of a globally diverse team of administrators, developers, and consultants. This includes staffing, coaching, and leadership of an internationally based team.

Partnered with System Integrators for effective management of the migration from MS Dynamics CRM to Salesforce, providing hyper care support as well as ongoing maintenance support.Propelled the company’s growth strategy, through mergers and acquisitions, with a focus on the emerging culture and brand.Applications support, including project planning and development of enrichments to the CRM, paving the way for a seamless and positive transition for the acquired company’s customers.

Partnered with System Integrators for effective management of the migration from MS Dynamics CRM to Salesforce, providing hyper care support as well as ongoing maintenance support.Propelled the company’s growth strategy, through mergers and acquisitions, with a focus on the emerging culture and brand.Applications support, including project planning and development of enrichments to the CRM, paving the way for a seamless and positive transition for the acquired company’s customers.

Directed the development team, serving as the liaison between technology and the end users.Fostered the changing environment as a result of the company’s new strategy of growth through mergers and acquisitions, building a reusable project plan for the plan for continuous IT integration.Representing IT, steered the company rebranding effort with representatives from each department organization wide.

Orchestrated the project management of the Service module for MSCRM2011, including planning, scheduling, reporting on and managing the software developers. Complete responsibility for gathering user requirements and designing the User Interfaces and logical workflows for existing and new tasks. Includes all tasks related to design, development, testing and deployment. Overhauled the authentication process and became the single focal point for the company-wide Single Sign On (SSO), streamlining procedures and automating entitlement checks. Created a User Guide for the administrators to troubleshoot issues with their customers/end users.Worked closely with Sales, Marketing, and Customer Service areas to ensure current processes are maintained while collecting user requirements for future implementation. Delivered additional projects including: roll out and training of Tempo Time Management through JIRA, writing/editing Security Guidelines, and Test Drive download testing.

Maximized time saving business process re-engineering projects, primarily finance and sales focused, from inception through completion. Prepared monthly, quarterly and annual financial metrics for multiple lines of business reviewed by Board of Directors and Executive Leadership.Created and revised the compensation plans for all commissioned sales management and representatives worldwide. Worked closely with Sales Operations to ensure pipeline and bookings forecast are incorporated into budget and analysis.

Directed and coached compensation analysts supporting nationwide branches and agencies selling reconstructive orthopaedic implants, generating over $1B in annual sales revenue.Created and amended compensation plans for all commissioned sales management and representatives, overseeing several regions, personally responsible for the MidAtlantic region.Administered, validated and processed monthly earnings, bonuses and incentive payments for over 700 commissioned participants, including field sales management and representatives.Elevated productivity and drove increased accuracy by implementing new validation procedures and further automation. Owned the relationship for the Synygy compensation software, used to administer the complex compensation plans. Led the negotiation of a three year contract extension in fall of 2009.Launched the Sarbanes Oxley annual documentation preparation and audit. 2011 President’s Award recipient

Improve profitability on current contracts, while applying lessons learned to future opportunities reviewed as the Technical Assurance representative or Pricing Approver.

• Responsible for creating new processes to: drive automation; provide accuracy and flexibility in timely reporting; provide data points and meaningful analysis to make business decisions; build efficiency, removing redundant, antiquated work processes; adhere to business controls guidelines; report attainment and measurements. • Responsible for supplying the sales team and management with key data and proactively delivering recommendations to drive additional business and gross profit.• Prepare quarterly business update package on performance, growth, risks, opportunities, and sensitivities for Director’s demonstration to the Service Product Line executives.• Key role in setting annual quotas, both signings and revenue, for Labor Based Services for the Business Partner channel.• Facilitate weekly cadence reporting and monthly forecasting for signings and revenue for Labor Based Services, eBusiness hosting, Maintenance.

• Responsible for the operations management of the services business including: revenue; profit performance; management of the processes that include quality assurance, business controls and procedures; accounts receivable; and plan administration. • Responsible for weekly roadmaps to achieve/exceed targets for both Labor Based Services and Hardware/Software Sales.• Responsible for setting annual quotas, both signings and revenue, for the region and creating challenges for driving desired performance.• Key role in evaluating team and individual performance and preparing analysis for quarterly reviews/annual reviews.• Focal for Business Control Book.• Coordinate the activities for the Distribution East Sales/Competency teams to forecast, invoice, and reconcile new and ongoing business.• Develop financial reports and analysis addressing risks, opportunities, and sensitivities.

• Responsible for the operations management of the services business including: revenue; profit performance; management of the processes that include quality assurance, business controls and procedures; customer satisfaction deployment and ratings; and plan administration. • Responsible for weekly roadmaps to achieve/exceed targets for both Labor Based Services and Hardware/Software Sales.• Coordinate the activities for the NCS team to forecast, invoice, and reconcile new and ongoing business.• Develop financial reports and analysis addressing risks, opportunities, and sensitivities.

• Lead team/project efforts, responsible for financial analysis and modeling across a wide range of data generally resulting in investment analysis. Responsible for setting directions, prioritizing activities, and establishing schedules when involved with teams and projects.• Analysis requiring a complete understanding of the interrelationships of volumes, price, revenue, cost, gross profit, expense, profit, inventories, and cash.• Coordinate the activities and responsible for the collective results of the Financial Analysts assigned to the strategic outsourcing account.• Develop financial models of projected performance and other related financial reports and analysis for sales, services, and product organizations addressing risks, opportunities, and sensitivities.• Price addenda as necessary.

• Provide analysis and interpretation of financial and business data, ultimately resulting in independently developed assessments and recommendations. Analysis encompasses both tactical and strategic periods. Understand and anticipate the relationships among plan, budget, or estimate assumptions and data points. Assignments can often require the development of nonstandard, creative formats and/or analysis.• Use models, historical trends, and marketplace factors to estimate volumes, revenue, service cost, expense, development expense, headcount, capital, and other related financial data for tactical and strategic periods.• Demonstrate business knowledge and experience when developing assessments and recommendations, i.e., awareness of customers, competition, business unit strategy, spending rate trends, rate structures, conflicting assumptions, etc.