Duties include:- Six Sigma Greenbelt Certified- Develops, evaluates, plans and conducts analysis of financial, operational, clinical or administrative process improvement projects in collaboration with management. Defines the scope of work, purpose, goals and objectives, time frames, and resources requirements of the project. Engages and influences internal and external stakeholders as participants and owners of the processes being improved.- Assesses organizational needs, objectives and challenges and formulates appropriate program and project improvement strategies in collaboration with assigned areas to support internal clients in achieving business results that are aligned with organizational strategy, pillar goals, mission, vision and values.- Uses advanced data management skills to assess organizational problems. Also, researches best practices, trends, and historical and current data. Utilizes Tableau to facilitate data visualization.- Develops data collection plans; conducts measurement system analysis and analyzing, interpreting and summarizing data sets to support root cause analysis and to demonstrate improvement. Establishes appropriate control plans; analysis of existing policies, procedures and practices. Explores possible alternatives or solutions.- Leads, facilitates, coordinates and provides project management for operational or clinical process improvement teams.- Develops proposals and recommendations based on research and analysis; determines the impact of proposed changes or recommendations and the effects to the division or department. Presents findings and recommendations to management staff; seeks support and approval of proposed recommendations.

Duties Include:- Managed contractual and financial responsibilities related to the subordinate agreements linked to current projects, including reviewing and negotiating sub-recipient project budgets and financial terms, tracking and monitoring project deliverables, and ensuring compliance with PATH policies.- Worked alongside project leads to prepare annual budgets for all workstreams.- Prepared financial reports and analysis for internal and external stakeholders, including financial forecasts and cash flow analysis.- Created pro-forma budgets as they relate to possible drug development project plan scenarios.- Acted as Key User for new enterprise-wide software system implementation, including attending of relevant trainings, facilitating training across the Drug Development team, and acting as the first line of defense during hypercare.- Assisted with general project management administrative duties as they arose.

- Drove the data on-boarding process for complex new client engagements—including the loading of large data sets, managing milestones / deliverables / risks / issues / status update communications, and the coordination of cross-team resources. - Worked alongside technical resources to deliver data-onboarding process improvements.

Upon returning to Deloitte Consulting, worked as a human resource transformation consultant for medium to large-sized companies. Project work mostly concentrated on payroll and benefits administration, including defined benefit and defined contribution retirement plans. Project specific tasks and duties highlighted below:Selected Project 1: Global Fortune 100 Snack Foods Company- Supported the implementation of a new payroll system by performing end-to-end and parallel interface testing across the company’s retirement benefit vendors.- Performed conversion validation as it relates to migrating employee population to new payroll system.- Provided ad-hoc analysis and reports at the request of the client.- Managed day-to-day project management duties including status updates, issue tracking and resolution, and document handling and management.General Firm Operations- Acted as project manager for multiple business proposals.- Supported recruiting firm-wide recruiting efforts, including drafting new case studies, meeting with potential recruits, and participating in question and answer sessions.

Supported the investment operations team during the transition from WealthTouch, Inc to Archway Technology Partners. Duties included:- Analyzed and resolved data and financial performance issues- Supported the onboarding team with new enrollments and/or organic growth related to existing client relationships.- Provided general support to operations team as issues arose.

Strategy and operations consultant for various federal agencies. Project work mostly concentrated on payroll and benefits administration, including defined benefit and defined contribution retirement plans. Project specific tasks and duties highlighted below:Selected Project 1: Large Federal Agency- Researched and developed a regression-based tool to estimate pension termination liabilities.- Developed communication slides as to substantiate alternative models to client.- Prepared training materials and conducted trainings for key personnel as it relates to the new tool.- Drafted a white paper to address the conceptual justification of the final tool.Selected Project 2: Large Municipal Retirement Benefits Administrator- Managed small team of analysts while they performed retirement benefit recalculations for a small subset of an agency’s population.- Worked alongside the technical team to develop and test an excel-based retirement calculator to support team members as they performed recalculations.- Managed the communication effort to notify annuitants of changes to their benefits and worked to ensure each annuitant’s due process rights were met. - Supported the creation of a process improvement plan as to increase quality assurance across the agency’s benefits operations team.General Firm Operations- Acted as project manager for multiple business proposals—successfully winning over $3m in business.- Supported recruiting firm-wide recruiting efforts, including drafting new case studies, meeting with potential recruits, and participating in question and answer sessions.

Portfolio aggregation services (i.e. financial reporting) for ultra high-net-worth families, individuals, institutions, and foundations. Tasks/skills include:- Managed the largest client relationship by ensuring timely reporting schedules were met or exceeded.- Successfully won new business by demonstrating platform and service offerings to potential new clients.- Grew organic business by suggesting new reports and/or add-on services to existing clients.- Analyzed and resolved data and financial performance issues.- Managed the on-boarding process for new clients.- Worked with the technology team to create and design financial reports.- Worked with client service team to devise client service strategies and train new client service staff.

Portfolio aggregation services (i.e. financial reporting) for ultra high-net-worth families, individuals, institutions, and foundations. Tasks/skills include:- Managed the day-to-day operations of the business unit while directly supervising 10 to 15 employees.- Explored information technology solutions for company and departmental needs by surveying and discovering end-user requirements as it pertains to foreign currencies, transactions, and equities.- Created and optimized new account tracking processes across department.