Experience

Athene

• United States
• Financial Services
• 700 & Above Employee

• Manager IT Expenses

  • Aug 2014 - Present

  • Provide Financial guidance and drive financial discipline to the EPMO • Financial Liaison between Finance and EPMO departments • Created Portfolio Financial Reporting Package for Priority Committee • Defined and established annual, quarterly, and monthly project level budgeting process • Redefined and applied Capitalization policy for development labor • Oversight of a $46 million Project Portfolio • Established monthly financial processes for portfolio and project levels • Established monthly financial reporting for project level • Created 12-18 month monthly project and portfolio runrate reporting process • Defined and established Project Business Case Templates and process. • Established variance reporting process for project and portfolio levels • Created Financial training course for EPMO • Established project consumption link from project management source systems to financial entries in general ledger. Show less



Nationwide

• Insurance
• 700 & Above Employee

• Sr. Consultant BTO Finance

  • Jan 2014 - Aug 2014



Athene Annuity & Life Assurance Company

• United States
• Insurance
• 1 - 100 Employee

• Manager IT/EPMO Finance

  • May 2011 - Jan 2014

  • Provide Financial guidance and drive financial discipline to the EPMO • Financial Liaison between Finance and EPMO departments • Created Portfolio Financial Reporting Package for Priority Committee • Defined and established annual, quarterly, and monthly project level budgeting process • Redefined and applied Capitalization policy for development labor • Oversight of a $46 million Project Portfolio • Established monthly financial processes for portfolio and project levels • Established monthly financial reporting for project level • Created 12-18 month monthly project and portfolio runrate reporting process • Defined and established Project Business Case Templates and process. • Established variance reporting process for project and portfolio levels • Created Financial training course for EPMO • Established project consumption link from project management source systems to financial entries in general ledger. Show less



Principal Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Asst. Director HPO

  • Sep 2006 - May 2011

  • Lead organization of Project Managers and Project Analysts• Facilitate Project & Portfolio Priority Committees• Oversight of a $42 million Project Portfolio• Facilitate Project Resourcing process• Redefined Project Analyst position • Established Portfolio Reporting• Redefined Portfolio Prioritization processes• Established Project Color process• Established streamlined Project Status Reporting process• Established project analytical reporting• Established Project Metrics Program• Pursued new project methods for flexible project usage• Established Project Capacity Reporting• Managed department budget of $3 million +• Lead PMO organization through one reorganization Show less

• Director - Quality Assurance

  • Mar 2003 - Sep 2006

  • Lead QA organization of 58 QA professionals• Established QA best practices:• Standard Test Plans• Standard Test Cases• Test Case Repository• Test Case Summaries• Implemented Reviews at each major project stage• Directed automated testing for distributed & mainframe platforms • Directed the creation of Automated Test Script Libraries of 4,000+ scripts• Established new QA Career Path for department • Lead effort to establish new QA Career Path for the enterprise• Directed and coordinated a combined delivery structure for multiple projects.• Oversight of concurrent test environment• Directed test environment and improvements• Lead QA organization through two reorganizations• Managed budget of $3 million +• Established QA metrics program• Established Monthly Management Reporting Show less

• Assistant Director - Quality Assurance

  • Mar 2001 - Mar 2003

  • Lead QA Organization of 25 QA professionals• Directed automated testing for distributed & mainframe platforms• Oversight of concurrent test environment• Managed budget of $1.2 million +• Improved Test Plan Templates and test case documentation

• Manager - Quality Assurance

  • Sep 1999 - Mar 2001

  • Managed 12 Testers• Established Test Plan Templates• Resource Manager for testing team• Coordinated Software Installs with software vendor• Created Test Plans for a desktop application• Executed Tests on a desktop application



Norwest Mortgage Inc.

• Technical Consultant III - IT

  • Sep 1997 - Sep 1999

  • TSM Project Office Coordination • Facilitate CSM and TSM Prioritization meetings • Maintain weekly TSM prioritized project list • Produce weekly and monthly project metrics • Develop and implement project office workflow processes • Develop and implement pre and post project controls • Manage and resolve all prioritization issues • Develop and Coordinate Project & Production Status Process • Develop and Coordinate Project & Production Issue Escalation Process • TSM Internal Controls Coordination • Facilitate, coordinate, and manage all internal controls initiatives • Produce weekly flash and issue reports • Manage and resolve all issues • Miscellaneous Project Management • IT Project Database Implementation • Project Exchange/Webtime time tracking Implementation • Resource Availability Implementation • IT Project Management Office - Status Tracking System Show less



Principal Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Assistant Manager - Subsidiary Accounting and Reporting

  • Jun 1992 - Sep 1997

  • Information Technology Project Liaison• Coordinate the development and implementation of all projects related to the accounting area• Develop project charters and external design documents• Assist in producing internal technical design documents• Develop Weekly/Monthly project status reports• Coordinate and Produce Corporate Annual Budgets• Coordinate Corporate Time Allocations• Coordinate and verify daily and monthly reconciliation processes• Produce Monthly Sales Reports to upper management• Produce Monthly Financial Reports (GAAP & Economic)• Produce Monthly & Quarterly Regulatory Reports & Calculations for the NASD and SEC• Produce Quarterly Corporate Performance Reports• Perform Monthly & Quarterly Financial Variance Reports• Produce Annual Three year Financial Projections (GAAP & Economic)• Perform Monthly Budget Variance Reports• Perform Financial Analysis• Supervise four accountants/accounting clerks Show less

• Senior Accountant - Subsidiary and Reporting

  • Jul 1991 - May 1992

• Accountant - Subsidiary Accounting and Reporting

  • Feb 1990 - Jun 1991

• Staff Accountant - Subsidiary Accounting and Reporting

  • Feb 1989 - Jan 1990



Caterpillar Inc.

• United States
• Machinery Manufacturing
• 700 & Above Employee

• Staff Accountant

  • Jun 1988 - Jan 1989