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Portfolio & Program Management Leader

VP / Director - Program Management

Results-oriented technical leader with global product development and business operations experience at startup and established companies. Hands-on expertise orchestrating complex, multi-disciplinary engineering and product development initiatives and successfully implementing Agile frameworks across distributed teams.   End-to-end program management experience engaging cross functional teams like Product, Engineering, Legal, Finance and Marketing to deliver products from concept to commercialization.

Key Strengths

  • Project/Program Management
  • Agile/TDD/Waterfall Delivery
  • Product Roadmap Planning
  • Cloud Computing
  • Strategic Planning & Execution
  • P&L Management
  • Vendor Management
  • Process Optimization
  • Professional Experience

    First Data Corporation

    Sep 2015Present

    Director - Program Management

    Chief of Staff to the General Manager, providing strategic, tactical, and operational support for business planning and operations across the Information & Analytic Solutions startup.  Directing an Agile focused PMO (Program Management Office), transforming the product life cycle by integrating Agile, Lean UX, and Design Thinking. Driving annual and quarterly planning cycles to define the strategic business goals, priorities, resource planning, and roadmap execution.

    • Agile evangelist creating a scalable framework with common tools, standards, and best practices to enable predictable execution and delivery, increasing team development capacity and throughput by 30%.
    • Driving roadmap and product lifecycle planning/execution of Big Data analytics platform and to deliver 34% increase in adoption of data-driven mobile products and customer retention of 26%.
    • Introduced Objectives & Key Results (OKRs) framework to track key business metrics and instituted a periodic business review cadence to measure strategic outcomes.
    Mar 2013Aug 2015

    Senior Technical Program Manager - Small Business Group

    PMO Leader for the Small Business Group, driving improvements in the planning, prioritization, and execution process to deliver business value across markets and products through Enterprise Agile practices and adoption across teams.  Catalyst for the adoption of Agile practices, including tools, processes, and measurements of success for globally dispersed teams.

    • Managed $30M+ global initiative in a politically charged environment to develop Intuit’s global billing platform, deployed across six geographies; in 3 months successfully built the initial PaaS solution and on boarded AsiaPac.
    • Directed 23 distributed scrum teams to re-tool the QuickBooks Payments platform to support a services-based architecture, including migrating 100K+ customers to simplified pricing, resulting in 5x increase in NPS.
    • Implemented Scaled Agile Framework (SAFe) and matured teams from a basic waterfall process to a full Scrum cycle of delivery; trained team members and scrum masters (serving as scrum master for pilot teams).
    Oct 2012Mar 2013

    Senior Manager - Global Business Services

    Bridged business and technology goals to deliver strategies driven from a bottom-up capability analysis, including spend optimization and investment prioritization.  Managed negotiations, contractual performance, resource allocation, and delivery execution.  

    • Headed major effort to design a target state systems architecture strategy and product roadmap, including delivery of a multi-national data warehouse, data management, and business intelligence solution.
    • Successfully presented business case to Executive Committee for a $26M financial transformation program, including process optimization, service-oriented architecture (SOA) and ERP implementation.
    • Responsible for client relationships, project delivery, negotiations, and driving new revenue at existing clients.
      Jan 2012Sep 2012

      Director - Enterprise Application Services

      Established a consulting practice for the delivery of integrated ERP solutions for global enterprises, generating $3M in revenue in 8 months.  Oversaw all facets of customer engagements, including pre-sales, negotiations, functional and technical work stream deliverables, and sales support. 

      • Chaired the IT diligence for the acquisition of a leading professional staffing firm, including pre-close IT and Operations due diligence, integration planning and execution.
      • Hired and trained a team to deliver cost saving customer solutions through process optimization, managed services, and technology alignment.
      • Directed the requirements definition, future state vision, and user experience design for a $18M global finance transformation and ERP implementation project.
      Jul 2010Jan 2012

      Director – Management Consulting

      Built out the Northeast consulting practice with full responsibility for negotiating $15M contracts.  Secured strategic client relationships and accelerated the practice strategy through 20% revenue growth in less than 2 years. 

      • Guided 45 member team to reduce technology costs by $2M by reducing ERP customizations and streamlining business processes by 40% for a leading telecommunications company.
      • Reduced the financial close and planning cycles by 50% for a leading global real estate service firm by establishing streamlined, automated processes with 65% fewer consolidation points.
      • Increased financial reporting integrity for a global insurance company by implementing standardized data structure and a fully integrated data warehouse as the system of record.
      Oct 2006Jul 2010

      Senior Manager - IT Risk Advisory

      Cultivated team of globally distributed staff responsible for evaluating major business/IT processes, process optimization, and Sarbanes-Oxley (SOX) and SOC 1 & SOC 2 audits. Designed and implemented process and system controls across client organization's financial reporting systems and supporting IT architecture.

      Oct 2003Oct 2006

      Supervising Senior Associate – IT Advisory

      Managed $2M+ project budgets and all aspects of global professional services projects, including client relationships, resourcing, and delivery execution.  Led team of 10 staff focused on system audits, process and security control testing, and SOC 1 and SOC 2 engagements, in accordance with the SOX and COBIT standards.

      Aug 2001Sep 2003

      Supervising Associate - Assurance

      Executed financial statement audits and participated in public client in SEC filings.  Reviewed financial policies and procedures and provided recommendations for improving the design and operating effectiveness of internal controls for financial reporting. 


      ICAgile Certified Professional, ICAgile 


      Project Management Professional, Project Management Institute


      Certified Scrum Master, Scrum Alliance


      Certified Scrum Product Owner, Scrum Alliance


      Stanford Certified Project Manager, Stanford University


      Certified Information Systems Auditor, ISACA



      University of New Hampshire

      B.S. Business Administration, magna cum laude