Driving Financial Transformation and Operational Efficiency for Strategic Growth
As a finance transformation and digital operations consultant, I help finance leaders across the public and private sectors modernize their systems, streamline processes, and enhance decision‑making through strategic planning and data‑driven insight.
With over two decades of experience, I specialize in improving core finance functions by aligning people, systems, and processes to support organizational goals. My work spans ERP implementations, SOX 404 compliance, risk mitigation, and automation strategy. Whether supporting compliance efforts or reengineering workflows, I bring value, flexibility, accountability, and a deep commitment to results.
I also use emerging AI tools as part of my professional development to accelerate analysis, improve documentation, and enhance clarity in complex accounting, financial, and operational processes. Over the past several years, I’ve independently tested, refined, and built AI‑supported methods that strengthen my thinking, structure, and problem‑solving approach in finance, accounting, and operations transformation work. These tools help me work faster, document more clearly, and approach complex challenges with sharper analysis and more refined solutions.
How I Add Value to Your Organization:
I understand the evolving challenges that finance and accounting teams face, particularly in areas such as system integration, reporting accuracy, operational efficiency, and process improvement. I provide hands‑on support and structured problem‑solving to help organizations strengthen their accounting and financial operations and improve decision‑making.
I can help you:
Functional Capabilities:
Examples of consulting engagements I’ve led or contributed to include:
Personal and Interpersonal Strengths:
In today’s fast-moving business landscape, adaptability is essential. I can step in to complement your existing team or lead independent initiatives to stabilize and enhance your accounting and financial operations, bringing strategic insight and hands-on execution to every engagement.
Representative sampling of consulting projects across nonprofit, defense, hospitality, real estate, financial services, government, and telecom sectors, demonstrating consistent delivery of measurable results and strategic process transformation
Nonprofit Sector | Enhancing Audit Readiness & Automating Financial Workflows
A nonprofit organization facing audit risk and a year-long backlog in bank reconciliations engaged me to strengthen and stabilize financial operations and internal controls.
Result: Successfully reconciled all outstanding bank transactions and implemented automation rules in Sage Intacct to streamline future reconciliations. Developed templates and training resources, resulting in a 75% increase in productivity across AP and AR functions. Significantly improved operational accuracy and control.
Wireless Telecommunications | Optimizing Investment Readiness & Financial Controls
A wireless telecommunications company that develops, owns, and operates communications infrastructure facilities failed two consecutive audits, raising significant concerns with investor confidence. As a Senior Business Analyst/Change Management Consultant on a specialized consulting team, I was initially engaged to assess their financial processes. Following a comprehensive analysis, our team determined that a complete overhaul of the accounting function was necessary. I led key components of the transformative process improvements across AR, AP, and system infrastructure, restoring operational efficiency and enhancing stakeholder trust.
Key Accomplishments:
Defense Sector | Interim AP Operations & Comprehensive Process Improvement: Strategic accounts payable leadership for a defense contractor
Engaged as Interim AP Manager following the departure of the AP Manager to stabilize operations and implement process improvements for a defense contractor operating under complex government compliance requirements. Led a six-person AP team overseeing complete accounts payable operations - travel/expense processing, invoice approval, and vendor management for 200+ employees across multiple government contracts.
Key responsibilities:
Key improvements:
Results: Delivered operational stability, 50% error reduction, enhanced fraud prevention, and rigorous regulatory compliance for multi-million-dollar defense operations.
Software & Technology Sector | Strengthening SOX Compliance & Revenue Recognition
A fast-growing software company needed to improve audit readiness and streamline revenue workflows to support continued growth. As a Management Consultant, I was hired to implement Sarbanes-Oxley (SOX) 404 audit procedures and perform revenue recognition for complex software licensing agreements.
Key Accomplishments:
Results: Established a robust SOX compliance framework and streamlined revenue recognition processes for sustainable growth
Government-Sponsored Enterprise | Improving Program Oversight & Strategic Metrics
For the Making Home Affordable Modification Program (HAMP), a federal housing initiative, I was hired as a consultant.
My primary focus was on developing tracking tools, conducting cost-benefit analyses, and defining KPIs to support more effective staffing and product rollout.
Key Accomplishments:
Results: Improved internal coordination across business units and delivered a data-driven roadmap for future initiatives.
Lodging & Real Estate | CAPEX Workflow Transformation Business process redesign for a global hospitality real estate company
Hired as a Business Analyst Consultant to diagnose and resolve capital expenditure approval bottlenecks. Collaborated with BPM vendor to analyze current-state constraints and design an integrated web-based workflow solution, transforming how the organization manages multi-million-dollar capital projects.
Methodology:
Results: The Finance department secured committee approval for the BPM tool implementation based on a documented constraints analysis and a projected ROI demonstration.
Hospitality Sector | Capital Project Reporting & Workflow Integration
Managed dual-track capital expense operations: processing high-volume construction invoices for retail tenant buildouts and facility upgrades while developing enterprise-wide workflow optimization. Authored comprehensive capital expense reconciliation procedures manual from scratch - the client had no standardized reconciliation process previously. Collaborated directly with the Director of Finance on month-end reconciliations and PMO leadership to streamline processes across four integrated platforms.
Key accomplishments:
Results: Delivered 30% faster project approvals, zero reconciliation errors, and enterprise-wide standardization of capital expense processes.
Finance & Accounting Implementation Module Training
Business Analyst Training Course
Concentration in Finance
Related Courses: Principle of Accounting, I, II, Intermediate Accounting I, Cost Accounting
You can view my power point resume here