Managed the risk assessment, scoping, and process documentation phases of a SOX initiative at a $3 billion division of a Fortune 500 organization. The project resulted in prioritization of major risk areas, remediation plans to address those risks, and test plans to validate the effectiveness of remediation efforts.
Managed the implementation of Cognos Planning for a $2 billion provider of products and services for the health care and funeral service industries. The project resulted in decreased planning and forecasting cycle times, additional reporting capabilities, and increased end-user flexibility.
Led the replacement of a mainframe based, legacy cost-to-serve system with a best-of-breed web-based solution at a Fortune 500 wholesaler of grocery and consumable goods. The new software will enable the client greater reporting capability, user flexibility, and scalability while reducing ongoing maintenance and IT support costs by over $300,000 annually.
Led the review and assessment of finance organization roles and responsibilities and the close and reporting processes of a $150M retailer of agricultural and industrial equipment. The project resulted in prioritized recommendations for optimizing the organizational structure, including a newly defined controller role.
Managed the development of an activity based costing model at a Fortune 500 manufacturer of industrial and electrical products. The project focused on the profitability of all customers and products at a major distributor. The resulting analysis was used by the manufacturer to identify profitable opportunities for product sales within under-penetrated customers.
Led the implementation of Lawson General Ledger for a Fortune 500 distributor and retailer of grocery products. Coordinated project team and other consulting resources to meet set-up, documentation, data conversion, and interface development timelines. Developed and led the conference room pilot and system test. Performed data conversion and coordinated data validation. Worked with client-side business and technical resources to develop a custom journal entry upload solution, resulting in increased efficiencies. Provided on-site training and assistance in the implementation of Lawson data analysis tools.
Led the review and assessment of several financial processes, including order to cash, purchase to payment, financial close and reporting, budgeting and planning, and performance management, for a $65 million retailer of home improvement products. Worked with the client to establish a vision of future financial processes, prioritize opportunities for improvement, and establish a short-term and long-term work plan.
Led a six-person project team through the visioning and targeting of new financial processes as part of the design of a case management system for the judiciary branch of a state government. Created deliverables related to the contrasts between the current and future processes. Worked with the project team to develop creative methods of communicating project deliverables to a broader audience of over 100 stakeholders.
Assessed current budgeting and forecasting processes for a Fortune 500 retailer. Conducted gap analysis of current processes compared to leading practices. The project identified and prioritized short-term and long-term opportunities for improvement, including the use of technology enablers.
Managed an activity based costing project aimed at mutual fund and customer segment profitability for two divisions of a Fortune 500 organization with over $200 billion in assets under management. The project deliverable was used as an integral part of the defense of a civil lawsuit.
Led the development of a customer profitability model at a Fortune 500 distributor of high-tech electronic components. The model focused on the cost to serve the largest customers of the supply-chain outsourcing business. Project results served as a basis for better management of large customer relationships. Over $2 million of cost savings opportunities were identified through identification of non-value added activities.