I'm looking for collaborative environments where I can help drive organizational transformation through effective project delivery and change management. I love turning complex initiatives into sustainable success stories by connecting people, processes, and technology.𝗜'𝗺 𝗲𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗹𝘆 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗲𝗱 𝗶𝗻:• Technology implementations requiring strong user adoption• Projects around process improvement initiatives that span multiple departments• Enterprise system rollouts that need dedicated change management expertise• Cross-functional initiatives where technical and business needs intersect, including Healthcare and regulated industry transformationsI bring a proven track record of connecting stakeholder needs with technical and business requirements to create successful outcomes through sustainable, people-focused solutions.Whether it's a large-scale transformation or a focused department initiative, I'm dedicated to driving successful projects and meaningful change.Available for contract, part or full-time positions in the Portland, OR area, as well as remote roles, including opportunities in the nonprofit sector.

Led change management for major technology initiatives, including a new document management system (DMS), an in-house electronic medical records (EMR) system, and revenue cycle management (RCM) system. Developed comprehensive change management strategies with executive and cross-functional teams to facilitate a smooth transition and successful adoption across the organization. Key contributions include:• Developed comprehensive change management strategies with executive and cross-functional teams to facilitate a smooth transition and successful adoption across the organization.• Conducted change readiness assessments, detailed stakeholder analysis, and resistance management for each project.• Partnered with communications to craft messaging aligned with project goals and company-wide strategy.• Collaborated with training on needs assessments, training plans, and materials to ensure user readiness and adoption.• Mentored junior project managers, supporting organization-wide change readiness for releases.• Coached sponsors and change agents in leading impactful change initiatives.

Led change and project management initiatives while implementing Agile methodology, resulting in 35% reduction in bugs and improved sprint velocity, and assessed QA automation needs.• Provided change and project management, portfolio prioritization assistance, and management coaching. • Championed Agile methodology implementation with the software development team, resulting in improved sprint velocity, 35% reduction in bugs, and enhanced cross-team collaboration.• Provided assessment and recommendations for Mealtime's Quality Assurance Automation Software

Led initiatives spanning technology transformation, change management, product development, and business continuity. Notable achievements include:• Spearheaded enterprise-wide implementations including HRIS, technology implementations and compliance platforms (RegEd), serving 150+ member firms• Established PMO methodologies and PM system and led change management initiatives, including assisting with a major company reorganization and software deployment affecting nationwide operations• Developed and managed comprehensive business continuity program achieving 100% completion rates• Led product development and carrier onboarding initiatives in the life insurance sector• Achieved successful digital transformation projects including SharePoint upgrade, Microsoft 365 migration, and data center relocationExpertise in strategic planning, stakeholder management, change management, technology implementation, and cross-functional team leadership. Proven track record of delivering complex projects that enhance operational efficiency and drive business value. Please see roles listed below for more detailed experience information.

Led strategic initiatives including RegEd compliance platform implementation and development of Life Marketer Program while managing strategic initiative portfolio tracking and reporting.• Assisted M’s Leadership Team in managing strategic initiatives, portfolio tracking, and reporting.• Managed the setup of RegEd's compliance platform, tailoring configurations to meet broker-dealer needs and ensuring alignment with regulatory standards, coordinating with compliance teams, stakeholders and leadership.• Managed executive team in the creation of the Life Marketer Development Program, designing and implementing a comprehensive training framework to accelerate new marketer onboarding and improve retention rates across member firms. Implemented an LMS with training content.

Established PMO methodologies and led change management initiatives, including a nationwide software deployment to 150+ firms, assisted with an org reorg and fostered change management best practices.• Consulted with Human Resources on a companywide re-organization, identified and developed transition management tools to assist the HR department with the rollout. Developed a well-utilized employee transition plan template to assist managers and employees in the transition to new roles.• Drove change management strategy for a major software deployment impacting 150+ Member Firms nationwide. Conducted comprehensive change readiness, impact, and sponsor assessments; developed integrated a change management and communication strategies. Led stakeholder analysis and created targeted communication plans based on stakeholder groups. • Led establishment of new Project Management Office (PMO) methodologies, implementing an integrated project management system leveraging SharePoint and MS Project, enhancing portfolio visibility and reporting capabilities and streamlining project tracking and project management processes. • Developed standardized templates and best practices, integrating change management processes in implementation project plan templates.• Spearheaded efforts to increase the company’s understanding and adoption of Change Management practices. Held change management workshops and lunch and learns. Gave a well-received “Leading Change” presentation to over 200 attendees at a M Financial professional conference.

Managed carrier partner onboarding and life insurance product initiatives while standardizing product development processes and implementing project management methodologies.• Led the successful onboarding of a new carrier partner, managing end-to-end implementation and integration. Led requirements gathering efforts for Carrier Onboarding process.• Managed multiple complex life insurance product development and repricing initiatives• Drove process improvement for product development resulting in an implementation of a project management platform, development of standardized project management methodologies, integration of business unit touchpoints in product development lifecycle, and creation of generic product build project management templates for improved efficiency.

Led the development of a company-wide business continuity program, implementing alert systems, contracting with a continuity vendor, and supporting annual emergency action plan department updates, averaging a 95-100% completion rate on yearly plan updates. Planned BCP yearly testing and training events using creative scenarios to increase stakeholder engagement and participation.

Successfully managed HRIS and payroll system implementation with zero errors, while driving 100% participation in employee satisfaction survey through change management strategies.• HRIS & Payroll Implementation: Led Company-wide HRIS and payroll system rollout, coordinating with HR and vendors to ensure a seamless transition, achieving zero errors on the first payroll run.• Employee Satisfaction Survey: I applied change management strategies to achieve 100% participation in an employee satisfaction survey, developing coaching plans for leaders to reinforce sponsorship and build trust in the process.

Managed large-scale digital transformation initiatives for enterprise systems and infrastructure, including:• Managing a SharePoint upgrade impacting thousands of users, ensuring security and minimal user disruption through careful content migration and testing.• Leading an in-depth CRM system evaluation, developing workflows and comparing enterprise systems to select an optimal solution.• Managing email migration for Member Firms to Microsoft 365, creating support materials and an issue tracking system to minimize downtime.• Overseeing yearly vendor evaluations, ensuring high service standards; leading a data center relocation, firewall upgrade, and backup and recovery projects with effective requirements gathering, vendor coordination, budgeting, and contract negotiations.

Led multiple strategic initiatives across this financial services organization serving 100+ member firms. I managed complex technology implementations, vendor relationships, and business process improvements.• Successfully led enterprise-wide email compliance implementation for 100+ member firms, exceeding executive expectations and ensuring regulatory compliance• Managed $1.7M educational initiative, including stakeholder requirements gathering, vendor selection, and implementation planning• Conducted comprehensive business analysis that identified significant cost-saving opportunities in competitive intelligence processes• Developed and implemented automated reporting solutions for production data, improving efficiency and accuracy of financial reporting• Led the vendor analysis for new Deferred Compensation platforms for Member Firms and assisted with the migration and sunsetting of the Deferral Administrator application.

Supported Benefits Interactive's Executive Deferred Compensation applications and clients after Benefits Interactive sold the application to M Financial Group. I was able to maintain business continuity and client satisfaction for M Financial Member Firms.

Developed financial technology solutions and managed technical support operations• Built phone and web-based applications to provide secure, 24/7 financial account access for clients.• Created automated financial reporting tools for clients, enabling detailed tracking of plan participant and company contributions.• Supervised support processes and maintained all web and standalone products to ensure high availability and user satisfaction.• Built an internal technical support database and client support site, streamlining service operations.