FinQuery, formerly LeaseQuery, is a multi-product SaaS platform that provides visibility into an organization’s largest areas of spend—leases, contracts, and software subscriptions. Recognized on the Inc. 5000 list of fastest-growing private companies.Led the strategic development and go-to-market efforts for key platform features, including the successful launch of the Chart of Accounts (COA) feature, enhancing account number management and lease allocation.Currently responsible for the growth and development of FinQuery Software Management, a SaaS spend management platform.Primary focus areas:• Conducting user interviews and customer discovery sessions to uncover pain points and shape the product strategy and roadmap.• Participating in sales and renewal calls to validate product capabilities, support large ARR opportunities, and align roadmap updates with customer needs.• Drafting detailed PRDs and collaborating with UX and engineering teams to deliver new product functionality.• Leveraging product analytics tools like Heap, Fullstory and SQL to analyze user behavior and measure feature performance, driving data-informed product decisions.• Mentoring and supporting the growth of other product team members.• Ensuring alignment between product and business goals by partnering with engineering, design, and customer-facing teams (marketing, sales, customer success, channel, etc.)

Responsible for the strategy and execution of LeaseQuery's integration roadmap, enabling multiple outlets for connectivity with key ERP and accounting systems such as Oracle, SAP, and Microsoft Dynamics. This included leading the development and rollout of the LQ Connect integrations platform, which improved efficiency, reduced costs, and accelerated time-to-market for new integrations.Scoped and prioritized technical requirements, including API development (SOAP, REST), SFTP, data mapping, and ETL processes, to deliver scalable integration solutions.Recognized with the 2021 Teamwork Award for contributions to LeaseQuery's integration initiatives.

RDW Companies is a commercial real estate firm specializing in investment, construction management and development services for office and industrial assets.Managed asset performance and operations, including overseeing construction, investment analysis, and development activities. Focused on optimizing asset value through project coordination, financial management, and market analysis.

InfoTycoon (now part of SightPlan) is an inspections and insights platform for the multifamily real estate industry.Joined as a Product Owner focusing on Business Intelligence (BI) and Reporting enhancements. My role quickly expanded into a more traditional Product Manager capacity where I engaged with customers, prioritized features, and contributed to the roadmap and product strategy. I worked closely with cross-functional teams to deliver value-driven solutions for our customers.• Technically minded product manager focused on improving platform efficiency, business intelligence (BI) & reporting, and property management API integrations (Yardi, RealPage, Entrata, MRI, Resman).• Led requirements gathering, backlog prioritization, product releases, and documentation in an Agile environment with on-shore and off-shore development teams.• Gained valuable first-hand experience with systems architecture and the importance of tradeoffs as products are built.• Implemented a reporting framework using Power BI, enabling enhanced data insights and customized reporting for customers.• Conducted client requirements gathering sessions and on-site customer journey mapping to inform product rollouts and strategy.• Collaborated with sales and marketing teams to assess market potential, conduct market sizing (TAM), and perform competitive analysis to inform product strategy and roadmap development.• Created user stories aligned with roadmap goals, customer feedback, and internal priorities.• Attended General Assembly Product Management Bootcamp.• Trained in Object-Oriented UX (OOUX), a digital design philosophy.• Tools: Jira, Confluence, Power BI, Pendo, Tableau

CBRE is the world’s largest full service commercial real estate firm.Served on an Industrial brokerage team providing advisory and transaction services for corporate clients requiring warehousing, manufacturing, distribution, or supply chain strategies.

CMX is a SaaS company based in San Diego, CA. The CMX1 platform enables companies to maintain Quality and Operational Excellence across their supply chains and locations. The CFA Assessment Platform, developed by CMX, improves food safety, quality, service, and supplier visibility across Chick-fil-A’s more than 1,800 restaurant locations.Served as the dedicated on-site Program Manager for CFA, overseeing the day-to-day operations of the account and driving adoption of the CMX platform.• Managed the end-to-end product lifecycle for the CFA platform, guiding features from design and proof-of-concept through implementation, training, and post-launch support.• Served as an evangelist within CFA by hosting in-person and virtual training sessions with Operators, Team Members, and Corporate Staff to increase engagement and awareness.• Conducted regular user feedback sessions to gather insights, prototype ideas, and prioritize enhancement requests, translating them into actionable user stories and product features.• Designed custom client-facing dashboards and reports using Excel and Tableau to provide actionable insights.• Functioned as the lead QA resource for product releases, ensuring quality in both staging and production environments.• Agile development environment• Tools: PBL/RQL (internal languages), Jira, Confluence, XSLT, Tableau, Balsamiq

Built an innovative Microsoft Excel curriculum to prepare college students for the business world. We built the entire program inside of Excel using VBA and macros, so you get to "learn Excel...in Excel." It’s the best thing to happen to Excel since macros (but I’m slightly biased). This experience taught me a great deal about casting vision, setting attainable goals, and provided a crash course in sales. I also learned how to effectively market a product and use social media to promote customer interaction. Our product has been downloaded over 1,000 times.

Junction Solutions was a provider of vertical-specific applications and consulting services for Microsoft Dynamics AX and is now part of RSM US LLP.Served as a Microsoft Dynamics AX ERP functional implementation consultant, specializing in solutions for distribution, food & beverage, and multi-channel retail companies. Delivered value by aligning technical solutions with customer needs to deliver successful and impactful ERP implementations.• Microsoft Dynamics AX Procurement & Sourcing specialist for several high-profile clients, including the Royal Canadian Mint and Football Fanatics.• As part of an engagement, was responsible for identifying business process gaps, writing user requirements, leading QA and testing, creating documentation and training materials, and post-release troubleshooting.• Extensive experience writing business requirement documents (BRDs) to ensure client requirements were accurately captured and implemented.• Managed change order requests to maintain project scope and delivery quality.• Conducted on-site user training sessions to drive adoption and post-release engagement. • Worked with both on-shore and off-shore developers in a waterfall development environment.• Gained hands-on experience with ERP system architecture and integrations, developing skills in X++, XML, and SQL

Part of an innovative team of Georgia Tech Technology & Management students responsible for analyzing the future of Video on Demand for Cox Communications. We approached the problem from both a market perspective and a technical perspective in order to see what the business environment for Video on Demand will look like in 2015, as well as how prepared Cox’s network infrastructure is to handle this scenario in the future. Results served as an architecture recommendation for the future of Cox Communications’ business and network strategy regarding their Video on Demand service.