Responsible for the design, implementation, and continuous improvement of enterprise portfolio management processes, systems, and reports. Lead the implementation of an organization-wide annual planning and resource allocation process that culminates in board-level budget decisions. Support the alignment of resource planning process with the strategic review of impact and plans, design of executive budget decision making approach and meetings, Chief Financial Officer’s communications, and continuous improvement priorities based on stakeholder experience and the changing context of the organization. Lead business and technology teams to test, adapt, and scale promising practices to improve resource and strategy management practices.

Responsible for the design, development, and evaluation of a new framework for resource allocation and management for the foundation. Collaborated with program and operation partners to develop and assess a different approach to organizing programmatic strategy with goals of clear accountability and direct ties to key business and resource allocations decisions. Resulted in a common approach for evaluating new resource requests and served as the necessary infrastructure to develop and scale new enterprise reporting products. Supported the Chief Financial Officer in preparation and facilitation of leadership team meetings and retreats.

Responsible for the management, coordination, and improvement of the a program team’s financial and investment processes, including annual and multi-year planning, budget management and forecasting, and investment process implementation. Managed team-level annual and out-year resources to leaders’ targets, including supporting the successful expansion of the annual base budget. Collaborated with program and business partners to identify process inefficiencies and defined solutions to support staff productivity. Provided recommendations to program leadership to maximize impact of investment and financial processes in support of goals.

Provided support for strategic and financial planning, monitoring, and reporting for a program team. Monitored the investment pipeline to produce regular management and forecast reports to facilitate leaders' decision-making. Supported leaders in annual planning development and strategy review preparation.

Responsible for a portfolio of national evaluation studies for the US Program division. Advised and supported program staff, leadership, and grantees on the development and continuous improvement of grant/initiative strategies.