Summary

  • 8+ years experience offering strategic financial business plan implementations in each phase of the Product Lifecycle as well as a proven track record of incorporating change utilizing a mixture of technical skills, consensus-building and a fact-based approach to Project and Product Management. 
  • Applies advanced problem solving skills by leveraging technical systems knowledge with project management skills and puts a focus on informal network relationships to achieve organizational goals. 
  • Familiar and comfortable working with and implementing SAP, ShAP's  Agile PC/PPM/PQM, BAAN, and Oracle ERP's including their related modules and integrations/enhancements using Agile, Scrum and other project/product management methodologies.
  • Owns in-depth knowledge and experience working with SaaS implementations within a production environment. 
  • Experienced with Business Objects Products such as Crystal Reports and Webi and comfortable working within regulatory protocols such as ITIL v3, PCI DSS and HIPAA.

Core Competencies

  • PMP Certification
  • SaaS and 'Cloud' implementations and architectures
  • ERP and related Module Implementation (SAP, Baan, Oracle, ect)
  • 3rd Party ERP Integrations
  • Product Management covering all PLM Phases
  • Excellent Communicator                                 
  • Culturally Diverse
  • Series 7 & 63 Licenses

Work History

Work History
Feb 2015 - Sep 2015

Director of Operations

Bortle Enterprises, Inc
    • Managed daily operations of a family-owned portfolio of small businesses that included a franchised daycare, handful of luxury rental properties, and a Moving company specializing in interstate Corporate relocations
    • Defined, trained and implemented policy for Corporate functions ranging from Human Resources, Procurement, Finance to Operations resulting in a 50% reduction in Turnover rate, a 22% increase in profit margins and a 14% increase in Committed Capital
    • Performed due diligence, contract negotiations and managed the sale of business along with the relationships with potential buyers and related support team members such as the Buyer’s Legal, Human Resource and Accounting Teams
    Mar 2014 - Nov 2014

    eCommerce Product Manager, Corporate Marketing          

    McKesson Corporation
    • Led system and process improvement initiatives throughout the Products lifespan, utilizing Agile-directed teams, for the enterprise eCommerce site spanning the Order-To-Cash cycle
    • Exercised market and customer oriented business ownership of the electronic interactions and integration services across major business segments, including EDI, data import/export tools and other electronic interaction assets such as McKesson’s online customer portal
    • Managed the prioritization of requests for new functionality, enhancements and break/fixes from customers, sales, other partners and internal technical teams to ensure most effective changes were implemented
    • Continuously updated functionality documentation for RFP, interactive customer discussions and long-term roadmap plans
    • Defined and implemented service metrics and satisfaction measurements, relevant to all stakeholders, tracking of metrics and collaboration to improve same
    • Oversaw migration and implementation of the new $2.5M eCommerce platform
    • Assumed role of main point of contact for the 100+ members of company’s National Sales Team, 500+ key accounts, 6 3rd party integration partners and the International Management Team
    • Expanded use of credit card payment functionality to all users online enabling organization to realize a 2 day reduction in DSO and a 10% decrease in working capital, taking advantage of improved float and new contracted refund from the card process
    Oct 2010 - Oct 2013

    Financial Systems Product Manager, Corporate Finance

    AmerisourceBergen Specialty Group AmerisourceBergen Specialty Group
    • Initiated and executed functional process changes and enhancements to financial system residing on organization's ERP, Data Warehouse, internal applications, Integrated 3rd Party applications and Enterprise eCommerce Platform through collaboration with various internal business partners and external 3rd Party Vendors in an agile environment
    • Managed escalated payment and reconciliation issues with eCommerce credit card and eCheck payment and implemented new eCommerce payment functionality
    • Responsible for developing, initiating and owning Finance-related eCommerce functionality, integrations, changes and enhancements while ensuring and maintaining regulatory compliance
    • Filled the role of Financial Services liaison and subject matter expert (SME) with internal IT Teams and supervise project team members, outside consultants and vendors while effectively managing all aspects of projects including business case preparation, project definition and communication, documentation, scheduling, status reporting, training and project plan execution
    • Managed eCommerce EIPP processes ‘round-trip’ and responsible for all Financial System Vendor Relationships
    • Administered suite of financial systems and processes including A/P and A/R financial systems, ERP, enterprise-wide SaaS applications, eCommerce Tokenization for EIPP process and Cloud-based applications
    • Provided subject matter guidance and expertise to Business Unit Leaders and Functional Managers across 9 independent businesses, pertaining to financial services and system matters
    • Coordinate with various IT and functional operational departments on Enterprise-wide projects to develop, document and transition new processes into daily operations
    Apr 2006 - Oct 2010

    Financial Systems Product Specialist, Corporate Finance

    AmerisourceBergen Specialty Group
    • Implemented and administered Online Imaging/Workflow Approval System (Infor’s PLM application) for ABSG Corporate Accounts Payable and eight subsidiaries with $2.5 M budget and over 300 users
    • Administered and acted as Product Owner for Enterprise Accounts Payable Imaging and Online Workflow Approval System and Enterprise-wide Accounts Receivable/Collections systems, ancillary tools, processes and SLA’s
    • Responsible for fulfilling multiple roles such as Corporate Liaison and Product Owner for the Enterprise Cloud-Based Collections System (Forseva), Enterprise Accounts Payable systems, and Enterprise Electronic Invoice Presentment & Payment (EIPP) process for Daily Sales Invoices (managed via 3rd Party Vendor - Kubra Data Systems), including selection, due diligence, contract negotiations and phased roll-out of related vendor software
    • Prepared and assisted with documentation of project deliverables, milestones, and required tasks including: technical scope development, documentation of project objectives, project proposals and timeframe for project completion
    • Initiated, executed, implemented and supported changes and enhancements to 10+ systems and processes owned by the finance department
    • Developed web-based quality assurance application for corporate AP department’s payment disbursement process
    • Developed suite of Crystal Reports to monitor and minimize risk of prompt payment discount loss and to identify float opportunities
    Jan 2005 - Apr 2006

    Billing Analyst-Corporate Billing

    Verizon Information Systems-SuperPages.com
    • Coordinated the internal audit efforts for the customer billing systems beginning with the data fulfillment to final invoice printing and transmission
    • Designated as SME and the liaison responsible for championing cages in the billing process and/or systems and communicating any activities, that may be impacting SuperPages.com customers, to the appropriate team. 
    • Conducted Monthly G/L Audit and Close (Approximately $5.5 million monthly)
    • Participated in the Task Force responsible for developing and documenting the initial the M & P Processes for the Misc. Billing Department under the Finance Organization
    • Lead on several development projects for automating processes
    • Organized and Presented 2006 SOX compliance initiative to VIS Executives
    • Tested and assisted with the development of the new automated eCommerce credit card processing system
    Apr 2004 - Jan 2005

    Internet Consultant/Coordinator of Web Technology

    Verizon Information Systems-SuperPages.com
    • Assisted current customers via the inbound Helpdesk and provided technical support for Superpages.com clients.
    • Participated in development of the New Customer on-boarding process as well as the New Employee on-boarding process.
    • Designated the POC for Tracking and Monitoring new accounts with funding and/or relevancy issues
    • Trained National iCare personnel on 2005 Superpages.com Advertiser Portal
    • Troubleshoot and assign iPOC issues.
    Jul 1999 - Aug 2001

    Customer Service Supervisor

    AMERITRADE, Inc
    • Supervised a team of 10-15 Customer Service Agents
    • Interviewed and trained incoming employees
    • Monitored, tracked and provided inbound phone support
    • Managed escalated calls, provided quality assurance and reconciled client’s accounts
    • Conducted performance progress reviews with employees

    Education

    Education
    2010 - 2012

    M.B.A

    University of Dallas
    1998 - 2002

    B.B.A

    University of North Texas