Selected as Subject Matter Expert (SME) for Medicare group health insurance company that grew from 400 to 1300 insured employee groups.◆ Drove quoting process for retiree medical and prescription drug plans as a totally integrated seamless solution for eligible retirees with a 4-member staff.◆ Delivered interactive sales presentations to brokers, consultants, and employee groups leveraging strong sales, marketing, negotiation, and communication skills to clearly explain the program features.◆ Gathered competitive intelligence and identified marketplace trends to deliver recommendations and better showcase the differences between Benistar and the competitors.

Conducted analysis of current operations of a nationwide leader in group retiree medical benefits for companies and organizations nationwide.◆ Strategically changed the marketing approach, writing product-centric marketing materials used by the sales staff to present to insurance brokers targeting publicly and privately held companies, labor unions, city and county government entities, and educational organizations.◆ Implemented enhanced business operations protocols and systems, including building a customized customer relationship management (CRM), which automated the customer experience while improving tracking for key elements of the sales process. ◆ Rejuvenated the quotes process design and management, implementing use of SharePoint to effectively manage documentation retrieval and sharing.◆ Coached and mentored entry-level staff in group health insurance, current solutions, and Medicare, as well as technology use of spreadsheets and databases.

Brought in to resolve a stagnant project and requested to stay for 11 Peoplesoft projects for multiple statewide universities as a contract employee.Representative Projects Project: University of Nevada, Las Vegas | Role: Senior Financials Functional Consultant◆ Hired by the main campus CFO to review the design of Student Financials Peoplesoft implementation and its interfaces with the legacy General Ledger, Payables, Cashiering, and Financial Aid system for the main campus and satellite locations.◆ Contacted analysis of the project structure and delivered reporting to explain the best strategy for the project.◆ Coordinated recommendations with UNLV management and another third-party consultant.◆ Wrote whitepaper of findings and recommendations, subsequently presented to and accepted by UNLV management to reduce project financial risk. Project: California State University, Monterey Bay | Role: Senior Financials Functional ConsultantChosen as the functional lead and project manager, managing 12+ client team members during the upgrade of PeopleSoft financials.◆ Redesigned chart of accounts and reporting strategy to improve efficiencies and accuracy while enhancing report capabilities.◆ Managed conversion and reconciliation of transactions and commitment control totals.Project: Sonoma State University | Role: Senior Financials Functional ConsultantJoined a stagnant ongoing project with a July 1 deadline as the Lead Functional Consultant and Project Manager, managing 15+ client team members for full lifecycle implementation of Peoplesoft GL, AP, and Purchasing, including the university and four auxiliaries.◆ Managed the report development process, developing functional specifications and testing.◆ Conducted end-user training for nVision and Query, proprietary PeopleSoft reporting tools.◆ Achieved July 1 deadline for the university implementation and requested to stay by senior financial leaders to ensure completion of work for the auxiliary projects.

Ciber was acquired by HTC Global in 2017. Recognized the opportunity to expand capabilities as a Peoplesoft consultant for organizations completing the implementation of multiple Peoplesoft modules.Project: University of Houston System | Role: Senior Financials Functional Consultant Managed 10+ client team members during a full lifecycle implementation of General Ledger for multiple campus university systems. ◆ Facilitated chart of accounts design, unifying, and consolidating multiple locations from the legacy software to meet the overall project objectives.◆ Guided data conversation and external interface strategy, design, and validation.◆ Managed report development process, including the development of functional specifications and testing. Project: Northern Illinois University | Role: Financials Functional Consultant Led implementation of Peoplesoft E&G Accounts Receivable, Billing, and Asset Management modules, including the configuration of the modules.◆ Provided post-implementation support for General Ledger, Accounts Payable, Purchasing, Accounts Receivable, and Billing, including troubleshooting and report debugging. ◆ Collaborated in the creation of a custom reporting tool using SQL to build out separate reporting functions, delivering a business intelligence tool.◆ Trained technology-challenged staff in AR and Asset Management to be comfortable using the applications.◆ Migrated data from testing to production environment, including configuration data, trees, and security in collaboration with the project team.

Initially hired to improve the FP&A management reporting process to clarify which clients were the most profitable while allocating shared expenses to each client, resulting in an allocations model to determine profitability.◆ Led implementation of PeopleSoft accounts receivable for multiple business units, gaining efficiencies and reporting capabilities.

Promoted to Specialty Consulting Services to support clients in legal cases, government contracts consulting, and business valuations.◆ Initially hired as a Staff Auditor after college graduation with railroads and financial services as major clients.