Financially manage a Portfolio spanning 7 Strategic Initiatives and multiple resources, including internally and externally sourced. Plan, Forecast, and Cost Manage every aspect of initiatives, including creating detailed, robust cost plans with Cost Benefit Analysis justification, build-team resource modeling and stress testing based on skillsets and available capacity, and reporting to senior management of actuals versus plan/forecast with targeted variance explanations. Increased confidence and credibility with management by instituting financial rigor and acumen to the department with process and clearly defined structure. Participate as a key member of the department’s leadership team by effectively translating and operating between Information Technology and the Financial Planning and Analysis organizations.

Recent Projects:Mitel Phone System & TeleoptiMartin’s Point Health Care, (Portland, ME) 2017-2018 Agency: Project ForwardProgram Manager of a company-wide phone system refresh, managing everything from project timelines, phone system implementation, multi-site hardware deployment, business communication and expectation setting, capital and operating expenses, training, and issue resolution. Reported out to C-level management on progress and risks associated with the multiple work streams of the $2.5M enterprise project. Contract extended to deploy Teleopti workforce management application post go-live of phone system to improve call center management and call volume balancing.Financial Road Mapping – Enterprise Resource PlanningSouthern New Hampshire University, (Manchester, NH) 2017 Agency: Peloton GroupProject Manager conducting client interviews with key stakeholders of the organization in order to gather requirements on an Enterprise Resource Planning system/application for managing budgeting, forecasting, and student statistical data. Compiled a road map for SNHU and requirements needed for an RFP to industry-leading vendors; worked with the organization in narrowing down the vendor selection process based on foundational requirements identified.Oracle Hyperion Planning Liberty Mutual, (Boston, MA) 2016 Agency: Peloton GroupProject managed requirements, development, user acceptance testing, production deployment, and education/training of application. Successful delivery included detailed policy forecasting and budgeting process, with the projection of a five-year balance sheet, income statement, and cash flow based on a rolling forecast/planning cycle. Also included monthly revenue and losses triangle projects based on historical data. Incorporated agile methodologies for individual components of build for optimized delivery to the business client.

Recent projects:PMO Change ManagementSantander Bank, Boston, MA (2015–2016)Agency: Peloton GroupSenior Project Manager working in the Program Management Office of Santander Bank. Managed the development and stress testing of 48 Comprehensive Capital Analysis and Review (CCAR) risk models associated with loan portfolios in order to comply with US Federal Reserve regulations; reported out to weekly to executive management on status and risks of each line of lending portfolio by creating and maintaining extensive reporting packages throughout the development process. Oracle Hyperion Planning Hanover Ins., Worcester, MA (2015)Agency: Peloton GroupProject objectives were to install a new Hyperion Planning Essbase application for the Specialty Lines of Business and to gain financial visibility for strategic growth. Managed the full project life-cycle, including requirements, data warehouse integration, UA testing, training, and deployment of system. Resulted in a successful integration of Hanover systems with the Oracle platform, on plan and on budget.Workday ImplementationArbella Ins., Quincy, MA (2014–2015)Agency: Peloton GroupProject Manager assisting the implementation of the cloud-based Workday application for Arbella Insurance. Consulted on the design, testing, and deployment of the General Ledger, Human Resource, and Employee Expense modules. Worked to overhaul the reinsurance process by migrating from exhaustive and manual Excel worksheets to an automated process within the Workday system. Oracle Hyperion PlanningLiberty Mutual Ins., Boston, MA (2012–2014)Agency: Peloton GroupProject Manager implementing a Hyperion Planning application for the newly formed Global Specialty group-- included the development, testing, training, and deployment of an expense cube and strategic, five-year Balance Sheet, Cash Flow, and Income Statement forecasting module.

Responsible for planning, reporting, and cost management ($650M) of Liberty Mutual Hosting Services/Infrastructure division, including new programs, initiatives, and tech investments. Worked with the leadership team to spearhead multiple IT projects, including a multi-million dollar internal cloud environment, storage, mainframe and server refreshes, and redesigns of cost modeling and Enterprise Resource Planning (ERP) systems. Managed a team of financial analysts and reported out monthly to CIOs on the financial positioning and forecasting of IT expenses for strategic planning purposes.

Responsible for supporting the cost management of multiple technology towers within Liberty’s IT headquarters, including servers, mainframes, and storage. Utilized a team of two financial analysts to support internal clients with expense management of clusters of departments. Interfaced with corporate legal to work through multi-million dollar hardware and software deals and account for the best pricing. Spearheaded a business process to overhaul the management of 200M annual dollars in hardware and software maintenance expenses, resulting in cost savings to Liberty due to better insight into payments and schedule.

Accountable for analyzing financial statements of Infrastructure departments and investigate variances relating to expenditure fluctuations. Built and maintained accrual schedules for technology maintenance agreements in compliance with GAAP. Performed Lease versus Buy Analysis on various Information Technology components, such as mainframes, servers, and storage drives. Analyzed potential vendors for financial strengths and weakness to insure that Liberty Mutual would not be entering into unstable agreements.

Supported department heads in understanding individual budgets for labor, assets, and other expenses on a monthly basis. Managed the Storage and Mainframe cost towers from a monthly, financial perspective. Built relationships with cost center owners and subject matter experts to learn the technology stacks and the GAAP accounting of the technology. Looked at process improvements within the annual planning process to gain efficiencies and reduce planning cycle times.

Responsible for analyzing financial statements of international customers for covenant compliance. Created and maintained contracts with third parties for Portland Pipe Line Corporation and Montreal Pipe Line Limited. Managed outsourced IT administration and troubleshooting of day to day company operations, and analyzed technology costs and efficiencies of hardware and software usages of both Portland Pipe Line Corporation and Montreal Pipe Line Limited. Developed and implemented customized software packages to increase efficiency company wide. Managed cash and AR for both Portland Pipe Line Corporation and Montreal Pipe Line Limited, totaling $130 million in revenues per year on a consolidated basis. Monitored oil volume variances within the pipelines between South Portland, Maine and Montreal, Quebec for trend analysis on a weekly basis. Prepared monthly, quarterly, and yearly reports for governmental agencies. Prepared annual property tax budget projections and assisted Corporate Controller with operating budget plan and forecasts.

Responsible for preparing corporate and personal tax returns including 1120, 1065, 990, 1040, 5500, and performed multiple audits, reviews, and compilations for various companies within the State of Maine. Compiled financial statements for multiple clients in proper format and in accordance with the Generally Accepted Accounting Principles. Supervised the work production of temporary staff and served on a recruitment and retention committee for the purpose of increasing efficiency with the hiring process.