Experience

Transcarent

• United States
• Hospitals and Health Care
• 200 - 300 Employee

• Senior Director, Finance Systems

  • Apr 2022 - Present

  Transcarent is building a new, different, and better health and care experience company. Super excited to be part of this great mission.



Curology

• United States
• Wellness and Fitness Services
• 200 - 300 Employee

• Director of Business Systems

  • Aug 2020 - Mar 2022

  San Francisco Bay Area ** Making effective skincare accessible ** "Curology provides prescription medications custom-formulated for your skin and shipped directly to your door. We tailor the entire Curology experience specifically for patients with acne and anti-aging concerns, allowing us to provide incredibly personalized, effective and affordable care at scale." • Optimize the integration of Netsuite ERP with existing systems • Analyze, design and implement system-based process improvements •… Show more ** Making effective skincare accessible ** "Curology provides prescription medications custom-formulated for your skin and shipped directly to your door. We tailor the entire Curology experience specifically for patients with acne and anti-aging concerns, allowing us to provide incredibly personalized, effective and affordable care at scale." • Optimize the integration of Netsuite ERP with existing systems • Analyze, design and implement system-based process improvements • Partner with Data Science, Finance, and Accounting teammates to develop robust reporting to support financial and operational insights • Collaborate cross-functionally with operational teams including Business Operations, Supply Chain, Fulfillment, Inventory, HR and Engineering teams to scale and drive efficiencies in our system interfaces Show less



Livongo

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Director of HRIS & Workforce Analytics

  • Jun 2019 - Aug 2020

  San Francisco Bay Area Role & Responsibilities • Role reported into VP of People & Culture • Directed and managed HCM software evaluation • Implemented Domo for internal People Operations Scorecards (Monthly/Trend Headcount, Diversity & Inclusiveness, Career Movement & Recognition) to leadership team • Implemented Change Control Process for HR system • Provided continuous support and improvements in Domo to provide insightful analytics to support corporate wide decision making • Project managed… Show more Role & Responsibilities • Role reported into VP of People & Culture • Directed and managed HCM software evaluation • Implemented Domo for internal People Operations Scorecards (Monthly/Trend Headcount, Diversity & Inclusiveness, Career Movement & Recognition) to leadership team • Implemented Change Control Process for HR system • Provided continuous support and improvements in Domo to provide insightful analytics to support corporate wide decision making • Project managed HCM implementation (SAP SuccessFactors)

• Director of Business Systems

  • Sep 2016 - Jun 2019

  Mountain View, CA Role and Responsibilities • Role reported into VP of Finance • Partnered with internal and external stakeholders to define requirements and set priorities • Provided KPI visibility to leadership team via NetSuite dashboards • Partnered with Engineering team to design and maintain platform integrations • Managed partner/vendor relationships • Acted as NetSuite Administrator and provided day-to-day and month-end support for NetSuite • Identified areas of optimizations in… Show more Role and Responsibilities • Role reported into VP of Finance • Partnered with internal and external stakeholders to define requirements and set priorities • Provided KPI visibility to leadership team via NetSuite dashboards • Partnered with Engineering team to design and maintain platform integrations • Managed partner/vendor relationships • Acted as NetSuite Administrator and provided day-to-day and month-end support for NetSuite • Identified areas of optimizations in current business processes and systems to improve productivity and efficiency with the use of NetSuite scripting and workflows • Implemented Adaptive Insights and system administrator for Adaptive Insights • Implemented Celigo and system administrator for Celigo (Salesforce Connector, Vendor Payment Manager, Custom Integrator) Accomplishments - Implemented NetSuite financials in 3 months with 80% under budget - Expert in scripting, workflow, custom dashboards, custom records - NetSuite OneWorld conversion - Self-implement Electronic Bank Payments (Bundle ID 182343) - Self-implement Suite Solutions - Advanced Approvals (Bundle ID 108404) - Automated step-down allocations in NetSuite via scripts - Participated in pre-IPO audit/readiness and successfully saw Livongo achieved its public company status



Upwork (formerly Elance-oDesk)

• Director of Finance Systems

  • Apr 2014 - Sep 2016

  Mountain View, CA Role and Responsibilities • Partnered with internal and external stakeholders to define requirements and set priorities • Partnered with Engineering team to analyze new product launches and analyze impact to current business processes/accounting and provide recommendations/system solutions • Managed and monitored change control process to ensure 100% compliance • Managed strategic internal projects that require project management oversight including RFP process and vendor… Show more Role and Responsibilities • Partnered with internal and external stakeholders to define requirements and set priorities • Partnered with Engineering team to analyze new product launches and analyze impact to current business processes/accounting and provide recommendations/system solutions • Managed and monitored change control process to ensure 100% compliance • Managed strategic internal projects that require project management oversight including RFP process and vendor evaluation/selection • Managed partner/vendor relationships (outside consulting partners, application hosting provider) • Identified areas of optimizations in current business processes and systems to improve productivity and efficiency Project Highlights • Managed internal system integration project to migrate Netsuite ERP into Oracle EBS R12 • Designed custom integration processes between Oracle EBS and online platform • Designed custom accounting solution for corporate and escrow accounting to feed journals into Oracle G/L • Designed custom cash reconciliation processes to automate cash reconciliation between platform, merchants and banks. Show less



oDesk / Elance-oDesk

• Technology, Information and Internet
• 100 - 200 Employee

• Sr. Manager Finance Systems

  • Sep 2012 - Apr 2014

  Redwood City, CA • Project managed NetSuite Implementation (Financials & Custom Integration) for oDesk and delivered project on-time and 40% under budget. • Defined and rolled out change control processes for NetSuite ERP system. • Interacted with decision makers, business owners and end users to define business requirements and system goals and identify areas for improvements. • Acted as Solution Architect partnering with Finance and Engineering organizations to deliver end-to-end solution to meet new… Show more • Project managed NetSuite Implementation (Financials & Custom Integration) for oDesk and delivered project on-time and 40% under budget. • Defined and rolled out change control processes for NetSuite ERP system. • Interacted with decision makers, business owners and end users to define business requirements and system goals and identify areas for improvements. • Acted as Solution Architect partnering with Finance and Engineering organizations to deliver end-to-end solution to meet new business requirements. • Developed functional and technical design for new business requirements and deliver to internal development group (product management and engineering) or to vendor consultants. • Developed training material, process documentation, change management communication and material. • Administered and supported NetSuite ERP system on a day to day basis such as financial reporting customization, saved searches customization, forms and scripts (restlet) customizations. • Maintained and enhanced custom java scripts (restlets) for integration with oDesk’s online platform. Show less



LinkedIn

• IT Services and IT Consulting
• 1 - 100 Employee

• Sr. Business Analyst Manager

  • Jun 2010 - Jul 2012

  • Managed a team of project manager/business analysts to provide production support and enhancements to business application portfolios (Revenue Accounting and Order to Cash track) • Managed projects from project initiation to project closure • Provided project management oversight to in-flight projects to ensure projects were on track and in compliance with project development lifecycle process • Provided solution design to solve business problems or packaged software limitations eg… Show more • Managed a team of project manager/business analysts to provide production support and enhancements to business application portfolios (Revenue Accounting and Order to Cash track) • Managed projects from project initiation to project closure • Provided project management oversight to in-flight projects to ensure projects were on track and in compliance with project development lifecycle process • Provided solution design to solve business problems or packaged software limitations eg. custom in-house solution to support EITF-08-01 revenue accounting rules • Provided best practices on using Oracle Applications to drive process efficiencies • Conducted regular project steering committee meetings with senior-level management • Managed budget and relationship with external vendors providing outside services • Worked closely with internal audit on SOX walkthroughs/compliance Show less



Bridgelux, Inc.

• United States
• Semiconductor Manufacturing
• 1 - 100 Employee

• I.T Applications Manager

  • May 2008 - Jun 2010

  • Managed the operations and maintenance of Oracle Applications in a hosted environment • Rolled out advance Order Management functionality such as drop shipment and led the implementation of Oracle Shop Floor Management • Configured Oracle Alert to deliver key operations performance metrics to management • Developed reports in Discoverer to support operations reporting for line managers • Managed the software development lifecycle of new system enhancements • Worked closely with… Show more • Managed the operations and maintenance of Oracle Applications in a hosted environment • Rolled out advance Order Management functionality such as drop shipment and led the implementation of Oracle Shop Floor Management • Configured Oracle Alert to deliver key operations performance metrics to management • Developed reports in Discoverer to support operations reporting for line managers • Managed the software development lifecycle of new system enhancements • Worked closely with senior-level management to gather new business requirements and ensure implementation of requirements Show less



Oracle Corporation

• 1 - 100 Employee

• Sr. Principal Consultant

  • Jan 2006 - Jan 2007

  Principal Consultant (1996-2001) • Provided consulting services in Oracle Financials, Distributions and Supply Chain implementations • Performed business requirements gathering, gap analysis, application configurations, user acceptance testing and training. • Worked closely with clients to ensure on-time and on-budget delivery of project • Assisted in new hire recruitment and mentored new hire • Assisted in pre-sales and customer discovery sessions by providing subject… Show more Principal Consultant (1996-2001) • Provided consulting services in Oracle Financials, Distributions and Supply Chain implementations • Performed business requirements gathering, gap analysis, application configurations, user acceptance testing and training. • Worked closely with clients to ensure on-time and on-budget delivery of project • Assisted in new hire recruitment and mentored new hire • Assisted in pre-sales and customer discovery sessions by providing subject matter expertise Show less



UTStarcom

• United States
• Telecommunications
• 400 - 500 Employee

• Sr. Business Analyst

  • 2002 - 2004

  • Provided Oracle Applications (Financials) production support • Subject matter expert for Oracle Financials • Developed reports in Oracle Discoverer to support operations reporting • Worked closely with business partners to capture enhancements requirements and solution design • Worked closely with internal and external auditors in SOX audit and compliance • Led the rolled out of Oracle Applications to Japan and Korea offices