Establish and execute operations for client services, emphasizing key initiatives such as client acquisition, retention, account management, and client engagement pathways. This includes B2B and B2B2C FinOps technical and non-technical workflow integration consulting services.• Lead Generation Management • New Client Elicitation & Facilitation• PipelineTracking, Win/Loss• Client Onboarding and Account Management Services• Compliant Document Sourcing Workflows, Tracking, Preparation Services• Post Submission and Extension Filing Services • Backlog Management, Project PipelinesCommercial Business Tax and Accounting Account Management Services, including Quickbooks Accounting and Financial Reporting Services. • Product & Program Services Onboarding• Subscription Services Planning• Business Requirements Planning• Needs List Assessments • Account Setup Requirements • Monthly/Quarterly/EOY Reporting• Bank Feed Management• Account Reconciliation Reporting

Dynamic and results-oriented Commercial Business Licensing Specialist with extensive experience in navigating complex regulatory environments and driving commercial growth through effective licensing strategies. I am passionate about fostering strategic partnerships, ensuring compliance, and identifying new market opportunities to enhance business operations and revenue.Key Skills : Licensing and Regulatory ComplianceContract Negotiation and ManagementMarket Analysis and Strategy DevelopmentCross-Functional CollaborationRisk Assessment and MitigationRelationship ManagementData Analysis and Reporting

In this role, I generated market research, competitive intelligence analysis, sales enablement toolkits, product battle cards, 3Y Operating Plan Presentations, Commercial Innovation Advisory Board Presentations, and Product MVP roadmaps supporting new product development business cases pending approval; successfully achieved all objectives and key results, delivering all OKR assignments to 100% completion.𝙈𝙮 𝙎𝙞𝙜𝙣𝙖𝙩𝙪𝙧𝙚 𝘾𝙤𝙣𝙩𝙧𝙞𝙗𝙪𝙩𝙞𝙤𝙣𝙨 𝙄𝙣𝙘𝙡𝙪𝙙𝙚:► Conducted 100 informational interviews, analyzed product use cases, identified business process optimization opportunities, and developed an electronic voice of customer solution to close feedback loops. This resulted in increased data accuracy and operational efficiency, enhancing the speed and scale of product innovation services.► Actively participated in Business Development client meetings to validate product prioritization needs, conduct performance diagnostics retrospective testing, and develop client proposals.► Investigated duplicative efforts across internal teams and identified consensus with Senior Leadership. Recommended the creation of calculation SOPs to identify pipeline cross-over synergies. Suggested revisions to OKR targets to address internal operational challenges and enhance speed and agility capabilities within the commercial innovation process.

Promoted to Director of Operations, Corporate Services, overseeing 6 shared-service lines with a P&L budget oversight of up to $70M (OPEX and CAPEX budget). Reported directly to the Vice President of Corporate Services and held dotted-line reports to the CFO, COO, and CEO.𝙈𝙮 𝙎𝙞𝙜𝙣𝙖𝙩𝙪𝙧𝙚 𝘾𝙤𝙣𝙩𝙧𝙞𝙗𝙪𝙩𝙞𝙤𝙣𝙨 𝙄𝙣𝙘𝙡𝙪𝙙𝙚:► Appointed as a Private Equity and Procurement Ambassador, responsible for defining private equity business requirements and aligning them with corporate strategy and technology business case objectives across various departments, including Finance, Accounting, IT, Human Resources, Risk, Insurance, Legal, and Compliance operations.► Successfully implemented governance controls across Workday Finance, Accounting, and Expense Management applications, resulting in a 25% decrease in overall costs. Also improved transaction visibility from less than 40% to 80% across 6 Indirect Spend Categories.

Promoted to Director of Operations, Business Services within a Shared-Service Lines environment, with budget oversight ranging from $10M to $25M (OPEX and CAPEX). Successfully completed ERP Integration Projects for three post-close mergers and acquisitions, ensuring seamless transitions and optimal efficiency.𝙈𝙮 𝙎𝙞𝙜𝙣𝙖𝙩𝙪𝙧𝙚 𝘾𝙤𝙣𝙩𝙧𝙞𝙗𝙪𝙩𝙞𝙤𝙣𝙨 𝙄𝙣𝙘𝙡𝙪𝙙𝙚:► Conducted thorough assessments of newly acquired teams' organizational culture and operating structure, identifying gaps in policies and procedures and implementing effective organizational development solutions.► Developed and implemented an operational support services reporting platform, known as "data as a service," aligning bottom-up tasks and activities to achieve top-down pipeline-cross revenue to budget value creation decisions.► Generated purchase behavior trends and forecast reports, identifying key performance indicators (KPIs) and key performance outcomes (KPOs) to impact budget to actual financial targets for approximately 120 Cost Managers.

I successfully led a technology business case project to migrate from Peoplesoft/TeamWorks ERP HR/FIN ecosystem to Workday ERP HR, Finance Accounting, and Expense Management reporting system, deploying Workday ERP (HCM/HRIS/FIN), Concur/SAP (Sabre), and Salesforce TE Database. Gathered SQL/NOSQL requirements and decision-matrix workflows for HR/FIN cost center managers, enabling the definition of EIB input/outputs and system architecture workflow designs for HR/FIN OMS (Object Management Services) to improve month-end close processes and ensure compliant transactions across Workday ERP Financials and Concur/SAP/SABRE systems. 𝙈𝙮 𝙎𝙞𝙜𝙣𝙖𝙩𝙪𝙧𝙚 𝘾𝙤𝙣𝙩𝙧𝙞𝙗𝙪𝙩𝙞𝙤𝙣𝙨 𝙄𝙣𝙘𝙡𝙪𝙙𝙚:Corporate Travel Services, Online Booking Tool, VIP Service, 24/7 Traveler Support, Benchmarking & Analytics, Traveler Alerts, Travel Policy Development, Groups & Meetings Management, Blockchain Expertise, Live Chat Support, Vendor Negotiations, Mobile App, Traveler Tracking, Vacation Travel, Single Global Travel Platform, Contracted Rates & Discounts, Leisure Travel, Global Travel, Unused Ticket Management, Reservation Ticketing, Global Reporting, Expense Management, Expense Reporting, Incentive Travel, Traveler Rewards, SAP Concur Travel, Business Travel, Corporate Travel, TMC, Travel Management Company, and Travel RFP Services.