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Glass Art Work

  • Apprentice glass artist at Kurt R. Studios

Sprint Triathlons

  • Completed two sprint triathlons in the past two years

Fundraiser 5ks

  • Kokanee Salmon Run 5k, founded in 2012


Continue building business solutions for an organization in need of business intelligence reporting , solution development, and a professional with cross industry knowledge.

Relevant highlights:

  • 9+ years of hands-on experience building business reporting solutions using (SQL, MS Access, Excel, Power Pivot, and SharePoint) from the planning phase with the customer/stakeholder, to writing business requirements, designing, developing, testing the end solution, and ultimately rolling out the reporting solution.
  • 4+ years of proven ability to manage sponsor(s), key stakeholders, and end users expectations from the proof of concept development to the solution go-live, delivering solutions that solve for complex problems and issues.
  • Frequently managing cross functional teams to deliver on projects, business solutions, and service marketing initiatives.
  • Manage internal staff of 5-7 and vendor teams to deliver quality work products.


Team Management & Leadership
Managed internal consulting staff of 5-7, ensuring they were staffed on projects, which fostered their professional growth.  Provided mentorship to consulting staff informally and formally through professional mentorship programs.   Managed 5+ consulting staff on client sites along with client's vendor staff, intrinsically motivating them towards project success and lasting career success.
Project Management
Managed multiple projects simultaneously for different clients, while maintaining a high level of quality, by using the following project management methodologies and platforms:   Waterfall & Iterative (Agile) SDLC Agile Project Management Heavy involvement in 5 traditional phases (initiation, planning/design, execution, monitoring/controls, and close) Management of project artifacts (roadmap, backlog, release plan, sprint, and phase gates) MS Project Project Scoping Writing Business Requirements, Build/Test/Functional Specs, and business cases  
Business Solution Development
Led the design and development of 20+ business intelligence reporting applications using the following technologies & concepts: SQL, MS Access, Excel, PowerPivot Database Design Application Design Business Reporting SharePoint C++, Java, HTML SAP ERP Systems

Work experience

Jul 2008Jun 2013

Advisory Manager


§Consult for multiple projects, typically juggling multiple projects at one time.Past projects include: creation of business intelligence reporting, scorecard metrics reporting, content management SharePoint solution, patent litigation financial reporting, banking portfolio management solution, actuarial reserve calculation program audit, and SOX IT controls compliance.

§Accountable for managing client and vendors teams.Deliver applications/solutions on time, by getting the project agreed upon, completed, and adopted by the customer; using the agile solution delivery approach.

§Heavy involvement in designing the roadmap/project plan, facilitating the planning phase, soliciting input, creating a Proof of Concept, encouraging timely stakeholder approvals, removing roadblocks, writing BRDs, designing the technology, and reviewing the solution with the stakeholders.

§Responsible for data analysis and reporting for patent litigation cases.Pulling information from disparate systems and digesting large volumes of financial and product data through SQL, Excel, and PowerPivot into meaningful reports for the discovery phase, accurately quantifying the assets at risk.

§Managed cross functional global stakeholders’ expectations and harnessed their “voice” to build a content management SharePoint on the cloud solution benefiting the whole company, resulting in the “right” customer adopted solution for the organization.Guided a team of 5-7 internal and external vendors to develop, test, and roll out the solution.

§Led post-implementation retrospectives for organizations after critical project failures; working alongside other SMEs to make recommendations for enhancing existing engagement and software development models, enabling the organization to have the structure in place to foster more successful future initiatives.

§Developed and brought to market new service offerings for the PNW.Identified market needs, developed service offerings, wrote white papers & operations playbooks, worked closely with account sales teams, and presented value propositions to clients.

Jan 2004Jun 2008

Advisory Senior Associate


§Led teams of tax SMEs and technologists to accurately interpret and account for FAS123(R) tax accounting impacts on stock option compensation.Trained and worked closely with SMEs, staff and vendors to design, develop, test and review the interim tax benefit reporting applications, ensuring it would account correctly under the new FAS123(R) regulation.

§Led team in building a real time reporting solution to streamline the banking portfolio management process, which pulls data from multiple systems and uses real time information entered by users/customers into one centralized application. The reporting solution provided 10+ different oversight reports in multiple formats using the same core data. Prior to the reporting solution, 4 members of the oversight reporting team worked full time for two weeks to produce, reconcile, and review the multitude of detailed reports. The centralized application expedited the business reporting turnaround time by ~60% and mitigated regulatory reporting risk by enabling the bank to locate necessary portfolio notes and key compliance documents during audits.

Jan 2002Jun 2002

SAP Program Manager Intern


§Created automation programs for company/plant code creation, leading to faster and more accurate company/plant creation and association for financial reporting.

Jan 2001Jun 2001

ACENT Instructor (Internship)


§Taught 30 PricewaterhouseCoopers global consultants the computer programming languages (e.g. C++, Java, HTML) and skills necessary to create a web site with functionality similar to with a team of 8 PwC consultants and responsible for lesson plans and computer lab exercises throughout the 13 week course.


Sep 1999Dec 2003

Bachelor of Science

Northeastern University
Sep 2002Mar 2003

Bachelor of Science

European School of Business