Opportunity
Business units lacked an integrated system to manage compliance, reporting, and workflows, leading to inefficiencies and inconsistent data.
Action
Partnered with stakeholders to gather requirements, configure and enhance the ERP platform, oversee QA testing, and manage phased rollouts for global users.
Result
Delivered streamlined workflows and improved reporting accuracy, enbling 1,000+ global users to operate more efficiently with higher data integrity.
Opportunity
Multiple enterprise projects required end-to-end delivery while meeting strict timelines and budgets.
Action
Managed scoping, scheduling, cross-team coordination, QA testing, and phased releases for high-visibility programs.
Result
Delivered on schedule with minimal rework, meeting stakeholder requirements and budget goals.
Opportunity
PMO workflows were inefficient, leading to an 8-month compliance cycle.
Action
Redesigned workflows, optimized processes, automated reporting.
Result
Reduced compliance cycle by 80%.
Opportunity
Program costs were rising and offshore delivery was underutilized.
Action
Led vendor RFP, evaluated bids, negotiated terms.
Result
Cut program costs by 30%, shifted 75% of delivery offshore.
Opportunity
No centralized structure to maximize offshore efficiency.
Action
Built CoE framework, defined KPIs, aligned processes.
Result
Increased offshore utilization from 0% → 75%, cut costs by 50%.
Opportunity
Projects lacked clear scope, estimates, and risk tracking, causing delays and misalignment.
Action
Created and maintained scope docs, financial estimates, comms plans, risk logs, and milestone trackers.
Result
Increased transparency, reduced scope creep, and improved forecast accuracy.
Opportunity
Misaligned teams delayed program adoption and execution.
Action
Implemented executive reporting, cadence reviews, strategic forums.
Result
Increased adoption rates and improved performance tracking.
Opportunity
Competing demands and resource constraints were impacting delivery schedules.
Action
Created capacity trackers, monitored workload, resolved conflicts early.
Result
Reduced delivery delays and improved on-time task completion.
Opportunity
Inconsistent onboarding slowed consultant productivity.
Action
Built onboarding tracker, created SOPs, developed demo videos.
Result
Reduced ramp-up time by 35%.
Opportunity
Stakeholders lacked consistent, actionable visibility into project performance, budget health, and risks.
Action
Developed structured weekly and ad-hoc reports for internal and external stakeholders.
Result
Improved stakeholder trust and proactive risk management.
Opportunity
The company needed to scale beyond New York to tap into a growing market in Tampa.
Action
Led the expansion by establishing local operations, marketing outreach, and client acquisition strategies.
Result
Increased overall client base by 50% and created a stronger regional presence across two markets.
Opportunity
The existing business model was limiting profitability and operational agility.
Action
Redesigned pricing packages, streamlined billing, and introduced new processes to better align with client needs.
Result
Boosted operational efficiency by 30% and improved financial stability.
Opportunity
Manual inventory tracking was leading to excess purchases and wasted resources.
Action
Implemented a digital inventory management platform to track and forecast material use.
Result
Reduced overhead costs by 15% while ensuring timely delivery of project materials.
Opportunity
The company needed stronger financial oversight to improve profitability.
Action
Developed planning tools, monitored cash flow, and adjusted budget allocations to support growth.
Result
Improved margins by 10% and established a more sustainable growth model.
Opportunity
Contracts built for the NYC market did not reflect Tampa’s local practices or regulations.
Action
Reviewed, updated, and standardized client agreements for regional compliance and competitiveness.
Result
Secured smoother negotiations and strengthened client trust through clearer, localized terms.
Opportunity
Learn client-facing skills and relationship management while supporting institutional investors.
Action
Worked directly with clients to resolve inquiries, deliver reporting, and support investment analysis.
Result
Built strong communication and service skills that translated into improved client satisfaction and laid the groundwork for stakeholder management in later roles.
Opportunity
Develop technical accounting knowledge and hands-on experience in financial reporting.
Action
Prepared journal entries, reconciliations, and assisted in month-end close activities under tight deadlines.
Result
Strengthened analytical rigor and attention to detail, ensuring accurate reporting and developing fluency in corporate finance.
Opportunity
Understand risk management and control testing in a global financial services environment.
Action
Performed walkthroughs, tested controls, and documented deficiencies in partnership with senior auditors.
Result
Gained early exposure to compliance, governance, and audit methodologies — experience that became the foundation for future SOX program leadership.