Director, Strategy & Transformation

• May 2023 - Present

Principal Transformation Strategist

• Dec 2022 - Mar 2023

As a strategic leader, I collaborate with senior leadership and C-Suite executives to develop strategies, lead transformation initiatives from ideation to execution, facilitate cross-functional alignment, and lead change management activities. Highlights of key wins include: - Successfully developed a new product & service GTM framework- Organized a cross-functional initiative to diagnose declining CSAT and bring forward strategies to improve CSAT by 10%- Drove customers to lower cost self-service channels reducing case volume and unlocking efficiency in the Support organization Show less

Manager, Transformation Strategy

• Apr 2021 - Dec 2022

Drive strategy evolution by utilizing management consulting frameworks, formulating hypotheses, conducting analysis, synthesizing results, and building financial models. Work cross-functionally to build strong relationships across all levels of the organization, enabling effective collaboration and achieving shared goals. Craft and deliver messages tailored to C-suite audiences, utilizing executive storytelling techniques to effectively communicate complex ideas and inspire action.Highlights of key wins include: - Defined and led the execution of UKG's relationship management strategy, including org design and implementing a new customer facing role- Pioneered UKG's post-merger customer segmentation framework, providing a consistent lens to segment over 20,000 customers across the globe- Conducted market research in support of product alignment for UKG's GTM approach - Leveraged change management techniques to orchestrate multiple merger related integration activities, driving process improvement and efficiency- Participated in integrating 2 acquired companies into UKG Show less

Associate Manager, Finance Business Partner

• Aug 2020 - Apr 2021

Managed a $130M+ annual P&L in partnership with the Chief Customer Success Officer. As a member of the Customer Success Senior Leadership Team, I drove strategic initiative planning from a financial perspective and aligned business unit strategy with overall corporate goals, delivering bottom line growth and improved customer outcomes. Role responsibilities included: - Leading a team of financial analysts- Leading annual budget process & quarterly reforecasts - Monthly budget variance analysis - Monthly financial reviews for C-level and VP-level stakeholders - KPI & OKR development and reporting Show less

Associate Manager, Finance Business Partner

• Dec 2019 - Aug 2020

Ultimate Software merged with Kronos in February 2020 creating one of the world's largest privately held SaaS companies. This role continued in the same capacity at UKG.

Services Operations Analyst II

• Oct 2017 - Nov 2019

Oversaw budgeting and analysis of approximately $300M in annual salary & benefits related expense in the Services organization. Delivered quarterly C-Level presentations on headcount performance to plan and executed monthly reporting packs. In this role, I introduced a redesigned workforce planning solution within our financial planning software that was adopted across the organization and pioneered a company-wide headcount approval and forecast process that continued to be the standard process post-merger for UKG. Show less

Financial Analyst

• May 2015 - Oct 2017

• Executed daily financial reporting for CEO, CFO, & COO • Maintained the daily revenue forecast for over 120 retail locations • Partnered with the CFO on the preparation of the 5-year strategic plan • Designed and implemented complex IBM Cognos TM1 models for analysis of key business data • Prepared monthly financial statements for all business units • Developed schedules and analysis supporting a ~$700M annual operating budget • Assisted with the preparation of the annual capital expenditure budget • Completed month end analysis of budget variances, and adherence to planned margins • Researched accounting records to determine drivers of actual to budget variances • (August 2016 to February 2017) Provided support to the accounting department creating monthly journal entries posted to the general ledger for all real estate transactions including capital expenditures, depreciation, insurance, and CAM • (August 2016 to February 2017) Provided support to the accounting department reconciling all real estate related balance sheet accounts Show less

Intern - Credit Analyst

• May 2014 - Aug 2014

• Completed financial statement analysis to determine eligibility for revolving A/R • Utilized advanced Excel models to determine corporate credit worthiness • Presented financial information to senior executives that resulted in securing a $2.75 MM revolving credit line for a new automobile manufacturer • Completed financial statement analysis to determine eligibility for revolving A/R • Utilized advanced Excel models to determine corporate credit worthiness • Presented financial information to senior executives that resulted in securing a $2.75 MM revolving credit line for a new automobile manufacturer

Intern

• Sep 2013 - Dec 2013

•Conducted legislative research, attended Congressional hearings, and drafted briefs for the Senator’s legislative staff •Acknowledged, declined, facilitated and confirmed scheduled appointments for the Senator •Communicated with constituents through written letters and phone conversations •Conducted legislative research, attended Congressional hearings, and drafted briefs for the Senator’s legislative staff •Acknowledged, declined, facilitated and confirmed scheduled appointments for the Senator •Communicated with constituents through written letters and phone conversations