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Experience
Principal Consultant 01/1998 to Current Smithson-Bell Consulting Oakland, Richmond, Pinole, Alameda, CA
Two decades as a senior training and development professional with increasing responsibility improving workforce productivity through training and facilitation, OD consultation, coaching/mentoring and strategic planning.  History of designing and delivering curricula, programs, workshops, and off-sites that transform individual and organizational contributions, performance and results for diverse executives, managers, and employees.  Known for building confidence, competencies, and motivational skills so individuals take increased personal ownership for their own learning.  Skilled at flexing in the moment to match the energy and mood of participants, to gain perspective, calm emotions and bringing group processes back to purpose and results.  Website:  www.sbconsultinggroup.org  

Website: www.sbconsultinggroup.org
  • Design/implement training programs in leadership development and technical/administrative functions for:

              -City of Oakland, Counties of Alameda and Santa Clara.

              -Fireman's Fund Insurance Company, PeopleSoft.

              -Oakland Unified School District, Mount Zion Baptist Church. 

              -Stanford University, Stanford University Hospital.


Specialization and Expert Experience:

  • Design and facilitate courses on a variety of subject areas for executives, managers and employees. Individually designed courses for employees, managers and trainers.
  • Achieve organizational mandates in performance management and leadership development.
  • Coaching:  provide constructive feedback to clients/intact work teams, achieving specific personal/professional goals through training/guidance, including 1-3 month interventions to turn around performance based on management expectations.
  • Provide assessment and course evaluation on specific projects/programs intended to achieve specific objectives, increase efficiency and improve organizational performance.
  •  
  • Customize train-the-trainer programs and organizational initiatives/mandates to support company directives/outcomes.
Director, Leadership, Development and Learning 01/2014 to 12/2017 Kaiser Permanente Northern California Region, CA
Highlights & Accomplishments
  • Managed, designed and facilitated, as Lead Consultant, orientation, training and tour for new hospital rebuild of 3 hospitals and 2 medical office buildings in San Leandro, Oakland, and Redwood City for 6,500 physicians, managers and staff.

    Differentiated instruction for:        
    • Team Building, Strategic Planning,
    • Process Improvement,Workplace Bullying.
    • Difficult Conversations, Emotional Intelligence.    
    Diversity & Inclusion
    • Presented Service and Diversity segment of New Employee Orientation for 35-85 employees and physicians.
    • Managed “Language Matters” (24/7 video hospital interpreter services) for limited English speaking patients and families.
    Budgeting & Financial Responsibilities
    • Managed annual $65K Leadership Forum, including scheduling offsite venue, theme and keynote speaker, celebrating accomplishments of 355 managers who completed annual learning requirements. ​​


    Senior Learning Consultant, Learning & Development 01/2006 to 12/2014 Kaiser Permanente East Bay Service Area, Oakland, CA
    Highlights & Accomplishments
    • Worked with senior leadership transition teams to strategize and plan new facility openings during 2014
    • Ensured 6,500 physicians, managers and staff were trained and toured to meet Title 22 requirements.
    • Coached Patient Care Services Senior Leadership Team during offsite, increasing service scores by 15% for that quarter.
    • Facilitated skill development programs for leaders in a week-long, residential Middle Management Development Program.
    Project Manager, Patient Care Services 01/2004 to 12/2006 Patient Care Services Oakland, CA

    Marketed and conducted community outreach events/health fairs for PCS's Coalition for Nursing Careers in California.

    • Targeted less represented students for scholarships and nursing programs and other allied health fields.
    Manager of Training and Organizational Development 01/2000 to 12/2003 Alameda County Conference & Training Center Oakland, CA

    • Created/facilitated courses: Ethics and Fairness, Workplace Violence Prevention, Sexual Harassment Prevention, Team Effectiveness for 10,000 employees. 
    • Efforts yielded 60% improved performance of the Alameda County goals.
    Representative Workshops

    • Americans With Disabilities Awareness       
    • Change Management
    • Coaching Communications Effectiveness
    • Customer Service
    • Difficult Conversations
    • Diversity & Inclusion
    • Emotional Intelligence
    • Ethics & Fairness/Code of Conduct
    • Facilitative Leadership
    • Feedback Communication
    • Performance Management
    • Presentation Skills
    • Process Improvement
    • Sexual Harassment Prevention
    • Team Building
    • Workplace Violence Prevention
    • EEOC Training
    • Effective Communication
    • Emotional Intelligence
    • Ethics and Fairness/Code of Conduct             
    • Facilitative Leadership
    • Performance Management
    • Presentation Skills
    • Process Improvement
    • Sexual Harassment Prevention
    • Team Building
    • Workplace Violence Prevention

                
    Education and Training
    Masters Degree (MPA): Public Administration California State University, East Bay Hayward, CA
    Bachelor of Science: Speech Pathology/Special Education Wayne State University Detroit, MI
    Certifications:

    • Personality Indicator, Meyers Briggs         
    • Facilitative Leadership, Interaction Associates        
    • Leadership Development Series, Achieve Global Leadership
    • Skills Process Improvement, Kaiser Permanente         
    • Difficult Interactions, Kaiser Permanente
    • Managing Personal Growth, Blessing White
    • Exercising Influence, Barnes and Conti
    • Leadership Diversity Development Program (LDDP),Kaiser Permanente   
    Professional Organizations

    Member:

    • Association for Talent Development
    • Bay Area Business Round Table
    • California State University East Bay, Alumni Association
    • National Association of African American Human Resources  
    This resume is created in 7 minutes.
    Summary

    Seasoned Trainer with a Master of Business Administration who is organized, driven and effective at using efficient methods of teaching while focusing on the individual needs of each participant.  More than 5 years of experience in teaching and training, instructional design, organizing and facilitating training exercises. A responsible professional with excellent communication skills, who excels at creating effective partnerships and has a passion for teaching that drives growth. 

    Skills
    • Training and consulting
    • Curriculum development
    • Classroom Management
    • MS Office proficiency
    • Lesson Planning
    • Adult Education
    • Certified ESL Teacher
    • Interactive teaching/learning
    Experience
    07/2018 to Current
    English Language Instructor Education First Washington, DC
    • Taught lessons encompassing a range of skill-building activities for speaking, writing, reading and listening.
    • Employed kinesthetic, visual and auditory approaches to make lessons interesting and interactive.
    • Engaged in cultural immersion programs with students to further augment global understanding.
    • Instructed more than 25 students through lectures, discussions, group activities and demonstrations.
    • Attended professional development workshops focused on learning goals and classroom management.
    • Developed creative course plans and earned high commendation scores from students and Director of Studies
    08/2015 to Current
    Principal Consultant R Reynolds Consulting (business consultancy) Alexandria, Virginia
    • For small business clients, create marketing strategies and business plans to improve business results.
    • Helped organize and facilitate marketing workshops on effective email marketing and value proposition creation.
    • Designed digital marketing tactics that improved companies' digital footprints, including creation of website landing pages and calls to action that increased conversions by 30%
    • Performed business assessments for small to midsized businesses; helped businesses develop, plan, and implement marketing strategies; and created marketing materials to grow customer bases.
    • Produced marketing materials for a technology company, including email campaigns, social media campaigns, and expo marketing materials that increased qualified leads by 60%.
    • Organized and led meetings for status updates and milestone confirmations, ensuring ongoing progress.



    10/2015 to 10/2017
    Small Business Coach Nymbus Corporation Washington, DC

    • For a portfolio of up to 17 small businesses, partnered with companies and employees to develop strategic plans, business processes, and brand marketing strategies to achieve business growth.
    • Prepared creative briefs and helped businesses create marketing materials (quad charts, pitch decks, and brochures and flyers for expos/trade shows), generating up to 300% the previous number of leads.
    • Trained key company personnel on content marketing, instructing on technology acquisition and use, content creation and distribution, and results metrics. This training resulted in an effective team and self-sustaining content marketing programs for several companies.
    • Used Business Model Canvas and strengths, weaknesses, opportunities, and threats (SWOT) analyses to design/document business models, create value propositions/positioning statements, and align business activities, setting a foundation for success.  
    • Created and led weekly webinars for senior executives on business development, including brand positioning and business marketing.
    • Held weekly one-on-one meetings with businesses to share updates, report results, explore opportunities, and confirm milestones against benchmarks, keeping business strategies on track.

    08/2013 to 09/2015
    English Language Teacher Education First (Li'Xin Univerity of Commerce) Shanghai, China
    • Taught lessons encompassing a range of skill-building activities for speaking, writing, reading and listening.
    • Employed kinesthetic, visual and auditory approaches to make lessons interesting and interactive.
    • Engaged in cultural immersion programs with students to further augment global understanding.
    • Instructed more than 25 students through lectures, discussions, group activities and demonstrations.
    • Attended professional development workshops focused on learning goals and classroom management.
    • Developed creative course plans and earned high commendation scores from students and Director of Studies 
    12/2012 to 08/2013
    Customer Service Manager and Trainer XEROX Raleigh, NC

    • Managed a team of 10 to 20 help desk representatives, ensuring that team members solved customer problems and that customer satisfaction levels remained high.
    • Interviewed and onboarded new hires, trained staff on managing customer expectations and delivering effective customer service.
    • Evaluated team using key performance indicators such as average handle time and customer satisfaction, using results to develop strategies to support professional development and enhance team performance.

    11/2010 to 08/2013
    Property Manager VP Properties Raleigh, NC
    • Taught and promoted safe work practices among subcontractors and staff.
    • Managed overall tenant relations, including promoting tenant satisfaction and streamlining services delivery. 
    • Partnered with cross-functional teams to address and protect landlord's real estate interests, HOA regulatory matters, maintenance management and facilitate team based resolutions.
    • Analyzed statistical results calculated to provide reports and in-depth knowledge of marketplace trends. 
    02/2008 to 11/2010
    Senior Account Manager BANK OF AMERICA Atlanta, GA
    • Delivered quality account management and problem resolution, resulting in 100% quality scores.
    • Developed relationships with clients and call center departments through clear communication.
    • Developed rapport with the customer base by handling difficult issues with professionalism.
    • Recommended changes to existing methods to increase the accuracy, efficiency and responsiveness of the customer service department.
    • Taught underserved school's students on financial literacy to improve banking knowledge through non profit Operation Hope.
    Education and Training
    Master of Business Administration: Marketing Strayer University Washington, DC
    Bachelor of Arts: Theology Ambassador University Pasadena, CA
    Certifications and Activities
    • Teaching Knowledge Test (TKT) Certification
    • Teaching English as a Foreign Language (TEFL) Certificate
    • Inbound Marketing, HubSpot Academy, 2017; 
    • Content Marketing, HubSpot Academy, 2017
    • Professional Organizations:  American Marketing Association
    • Technical Skills: Microsoft Office 365, HubSpot, WordPress, Wix, Google Analytics
    • Volunteerism: Financial literacy teacher in underserved communities, Operation Hope, 2018 and 2010; Volunteer home builder, Habitat for Humanity, 2013


    This resume is created in 7 minutes.
    Professional Summary

    Vibrant innovative leader in implementing finance and data governance business critical programs, products, and solutions across organizations. Skilled at building inertia for new initiatives through strategic partnership development with executive stakeholders. FP&A leadership with Fortune 500 Company. Design of strategic roadmaps and plans necessary for success. Spearheaded multiple successful initiatives including procure-to-pay, vendor management, payment processing, and wealth management, global financial management, and strategic initiatives encompassing full SWOT analysis and positioning. Lead complex risk management endeavors with in-depth knowledge of current regulatory environment related to GDPR, CCPA, data privacy regulations and need to incorporate sensitive data and data privacy into IT controls and data management. Offer twenty years experience in product management, FP&A, product development, and creating program direction and strategy. Added tens of millions of dollars to organizations through value creation and cost structure improvements. Able to identify and evaluate business opportunities and constraints.

    Skills

    CBAP Certified Analyst

    Project Management and Leadership

    Data Governance - Glossary, Catalogs, Data Sharing, & Lineage

    Sensitive Data Management, Data Privacy Policy and Controls including (GDPR and CCPA)

    Process Mapping (Future State and Current State)

    Business Rules

    IOT Consulting

    Product Roadmaps

    Financial Analysis including FP&A

    Product Management including margin, channel, and go-to-market strategies

    Organizational Leader (IIBA Chapter President)

    Business Architecture and Organizational Structure

    Resource Planning and Implementation

    Work History
    Senior Consultant - Data Governance Oct 2018 - Current
    Information-Asset South Jordan, Utah
    • Consult with executive management to define data governance program goals, objectives, and initiatives
    • Wrote and implemented enterprise sensitive data management (SDM) policies and procedures manual
    • Responsible for current state analysis and future state solution design
    • Identify data governance and sensitive data management pain points for business glossaries, data catalogs, lineage, and data privacy management (CCPA and GDPR)
    • Coordinated legal engineering controls framework identification of controls aligned to NIST regulations,
    • Facilitate and implement best practices for identifying, defining, and managing critical data elements
    • Emphasize power of data catalogs and data sharing agreements
    • Analyze and emphasize desired data outcomes for data integrity and data quality
    Principal Consultant May 2017 - Oct 2018
    TEKSystems - Contingent @ LDS Church Sandy, UT
    • Functional analyst (global treasury financial operations) responsible for supporting and leading product development efforts for four separate product owners all major continents and in most countries.
    • Develop, manage, and prioritize product backlog.
    • Analyze business, system, and solution architecture including necessary support processes, integration components, and success criteria.
    • Elicit requirements and Identify and document product acceptance criteria.
    • Facilitator for global newsroom strategy coordination and SEO optimization business rules.
    • Completed ServiceNow IT asset replacement system architecture and requirements.
    • Designed content permissions workflow to authorize external content requests.
    • Created IBM eStore requirements library to improve product upgrade time to market and enable requirements re-use. 
    • End-to-end knowledge of Software Development LIfecycle (SDLC)
    • Demonstrated success in Waterfall, Agile, and hybrid development environments. 
    Business Analyst IV - Lead Business Analyst Aug 2013 - Oct 2017
    Zions Bancorporation Salt Lake City, UT, UT
    • Spearheaded due diligence analysis and implementation of Collibra data governance tool.
    • Lead cross-organizational stakeholder analysis for data governance implementation and acceptance. 
    • As-Is and To-Be Analysis data mapping and modeling for Record-to-Report Financial Transformation certification.
    • Managed QA and UAT testing of Financial and regulatory reporting required for Financial transformation.
    • Drove business architecture and decision making through systems evaluations, integration planning, and infrastructure analysis.
    • Product Owner for Banking Payment Processing Tools.
    • Leader of C-Level Financial Technology (FinTech SWOT analysis responsible for partner, acquire, or build strategies.
    • Implemented vendor management solution (Hiperos).
    • Completed a successful rollout of Procure-to-Pay solution (global eProcure).
    • Enabled a large global non-profit customer to transition to EFT online donations away from cash and check only options.
    • Received top project award 35% below budget and one month ahead of schedule.
    • Identified and created marketing plan for multi-million dollar increase in wealth management penetration and conversion.
    Business Analyst / Project Management May 2012 - Mar 2013
    Smith-Johnson Consultant @ Rio Tinto Regional Center South Jordan, UT
    • Designed and implemented project reporting templates for global project steering committee.
    • Requirements elicitation, verification, prioritization, and validation for ArcGIS implementations.
    • Implemented ArcGIS mobile solution across multiple geographies in the Americas, Europe, and Australia for mining exploration operations.
    • Completed system architecture assessment for Hub-Spoke v. Cloud architecture.
    • Leader of global team with key stakeholders in Russia, China, Australia, North America, Brazil, and India.
    Business Analyst / Construction Project Manager Jul 2010 - Jul 2012
    Adecco Technical Staffing, Consultant @ Rocky Mountain Power Salt Lake City, UT
    • Documented construction invoicing requirements to reduce vendor performance risk.   
    • Recovered over $200K in vendor overages based on contract audits of vendor invoices.
    • Managed project and project controls (finances, schedule, and vendor) on $50MM construction project.
    • Partnered with consulting firm to design specifications for twelve mile, $100MM construction project with multiple eminent domain considerations.
    • Documented and supported claims in excess of $1MM in liquidated damages recovery.
    Senior Accountant Aug 2008 - May 2010
    DMC Mining Services Salt Lake City, UT
    • Implemented Paychoice payroll solution to replace ADP saving over $100K annually.
    • Designed Sox compliant vendor invoices reducing receivables from $4MM (2008) to $1MM (2009).
    • Built scorecard to track Area manager performance and gross profitability.
    • Steering committee finance lead on joint ventures at Nevada gold mine and Southern Utah uranium mine.
    • Secured and negotiated $5MM in capital lease financing for new equipment.
    • Managed A/P, payroll taxes, and state sales/use tax reconciliations.    
    Senior Financial Analyst, FP&A / Field Support Engineer Jan 2000 - Jan 2008
    HP Inc. Boise, ID
    • Lead financial analyst for Americas Marketing organization, printing and imaging (2005-2008)
    • Created profitability transparency for each product sku, previously limited to product line.
    • Saved $2MM in annual warranty costs by reducing out of warranty entitlement.
    • Reduced $20MM from 2007 and 2008 cost of sales budgets relying on historical performance indicators.
    • Support Engineer Commercial printing (2001-2004)
    • Created and implemented first-time fix initiatives for commercial imaging and printing support operations.
    • Implemented direct support contract sales to customers generating over $1 Million in monthly services revenue.
    • Piloted direct support sales to consumers to create revenue through cost center services.
    Education
    BBA: Accountancy Boise State University Boise, ID


    Board & Academic Leadership Positions

    December 2017 - Present, Member of Advisory Council and Curriculum Author - LDS Business College

    October 2014 - October 2016
    , Board Member, IIBA Salt Lake City Chapter, (President October 2015 through November 2016).

    • Raised over $8K in 2016 and sponsored first Business Analyst development day.
    • Earned  Certified Business Analysis Professional (CBAP) certification. 
      Systems & Tools
      Jama, Jira, IBM Rational, HP Quality Center, ServiceNow, LucidChart, TFS, Clarity, Workfront, MS Project, Hyperion Essbase, Hiperos, Global eProcure (GeP), Collibra, SAP, Oracle, Business Warehouse, Paychoice, ADP Payroll, Web Content Management, Visio, Prezi, MS Office, SharePoint, Microsoft Navision, ERP Accounting, Vendor Management systems, Procure-to-Pay, Oracle Data Quality, IBM Data Quality, Metadata, IBM eCommerce solution, HP Quality Center.
      Certifications

      Certified Business Analysis Professional, CBAP

      This resume is created in 7 minutes.
      Summary
      Award-winning Innovative executive and Industrial-organizational professional experienced in excellent client and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive, and business audiences. Who is able to establish strategic, mutually beneficial partnerships and relationships with community organizations and internal stakeholders.  
      Selected Career Accomplishments
      Veteran Business Center - Assistant Program Manager 05/2017 to Current DC Department of Small & Local Business Development Washington, DC
      Deputy District Director 05/2016 to 06/2017 DC Statehood Commission - Office of Senator Michael D. Brown Washington, DC
      Operations & Logistics Support Administrator 03/2015 to 08/2015 LTBD , P.C. Vienna, VA
      Founder Principal Consultant 07/2014 to 11/2017 Connell Wise & Associates, L.L.C. Washington, DC
      Auxiliary District Staff Officer 09/2013 to 01/2017 United States Coast Guard Washington, DC
      Correspondent Associate 05/2013 to 12/2013 The White House Washington, DC
      Program Monitor/ Workforce Development Specialist 06/2011 to 06/2013 DC Department of Employment Services Washington, DC
      Founder & Chairmen of the Board of Directors 02/2007 to 01/2013 United States Youth Chamber of Commerce Washington, DC
      Education
      Master of Arts: Industrial & Organizational Psychology: Coaching & Consulting 2019 Touro University Worldwide Los Alamitos, CA
      • Member of the Society for Industrial-Organizational Psychology
      • Member of Association of Black Psychologists
      • Coursework in Strengthening Leadership & Management and Organizational Theory and Behavior
      Executive Master of Business Adminstration: Organizational Leadership 2018 The Jack Welch Management Institute Herndon, VA
      • Member of National Association of Black MBAs
      • Coursework in People Management, Leadership in the 21 Century 
      Professional Career Certificate : Coaching & Consulting 2015 International Association of Professions Career College (IAP Career College) Princeton , NJ
      • IAPO International Association of Professional Executive Coaches 
      • IAPO International Association of Professional Business Consultants
      • IAPO International Association of Professional Business Public Relations Consultants
      Bachelor of Arts: Liberal Studies 2014 Marymount University Arlington, VA, United States
      • Kappa Lambda Chi Military Fraternity Inc
      • U.S. Coast Guard Auxiliary University Program (AUP): Sector Leader
      • Minor in Business Management
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      Accomplishments
      • Mayoral Commission to Serve DC in 2006 was appointed by Mayor Adrain M. Fenty to serve as a Commission to Serve DC and the MLK Day Commission. I was 16 years old at the time. Mayor Fenty also appointed me to the DC Youth Advisory Council.​
      • 2014 G200 Youth Summit in Saint Petersburg, Russia - It is an international non-governmental project. Annually, around 150 - 200  best students and young experts in the field of international relations, economics, finance, medicine, technology, law and other fields
      • Staff Development
        • Launched well-received program of professional development courses for all staff.
        • Mentored and coached employees resulting in a 12% increase in productivity.
      Academic Awards and Distinctions
      • United States Coast Guard Meritorious Unit Commendation
      • United States Coast Guard Commendation Medal
      • United States President's Volunteer Service Award Life Time Achievement award
      • Honor Diploma: United States Politics and Speech Communication from Princeton University
      • Public Affairs Certificate - United States Coast Guard C - School
      • The District Leadership Program 2016 - 2017 & 2017 - 2017 Cohort
      • Awarded a Doctorate in Divinity - ULC Seminary 
      Professional Affiliations
      • The Forbes Coaches Council 
      • IAPO International Association of Professional Executive Coaches 
      • IAPO International Association of Professional Business Consultants
      • IAPO International Association of Professional Public Relations Consultants
      • IAPO International Association of Professional Human Resources Consultants
      • The United States Coast Guard Auxiliary 
      • The National Association of Certificated Public Bookkeepers
      • The National Notary Association 
      • The National Association of Small Business Consultants 
      • Dual Notary Public Commission of the District of Columbia
      • Dual Electronic & Traditional Notary Public Commission of the Commonwealth of Virginia
      Community Involvement
      • 2017 Volunteer with the Service Corps of Retired Executives  (SCORE)
      • 2017 Treasurer of the Board of Directors for the National Youth Rights Association
      • 2016 Vice-President of the Board of Directors for the National Youth Rights Association
      • 2016- 2017 Former Commission on the DC Commission on National and Community Service
      • 2007 National Association of Black MBAs -DC Chapter Deputy Treasurer
      • 2006 - 2011 Community Emergency Response Team 
      This resume is created in 7 minutes.
      Summary
      I am looking for a leadership position following my passions in either the animal health or building trades industry.  I am detail oriented and believe in a systems approach in supporting policies, procedures and protocol while strongly supporting open lines of communication. I am open to leading the efforts of a start-up, or shorter term projects specific to bringing a product or service to market.
      Skills
      • Small business development
      • Project management
      • Leadership/communication skills
      • Product development
      • Product line expansion
      • Business operations organization
      Core Accomplishments
      • Took a small start-up with sales of under $500k and in less than 3 years generated sales of over $1.5 mil. and then successfully orchestrated a sale of the company to an international conglomerate.   
      • Developed and launched an educational curriculum showcasing an equine kinesiology taping to the animal wellness community. In just under 3 years, the course curriculum is now considered the gold standard in equine kinesiology taping education worldwide supported by over 500 trained taping professionals.
      • Launched a topical line of wound dressing in spray, lotion and salve format.  Led the creative team in label design, label compliance and market positioning. 
      • Started a family friendly recreational billiard league with a small investment of cash and grew the league into the 2nd largest independent billiard organization in the united states with over 2000 members paying is 23 divisions throughout New England. Sold the league in 2009
      • Took a small line of feeds developed exclusively for the commercial growers market and created a full line of specialty feeds for aviary, small pet, exotics, equine, and aquaculture markets.
      • Expertise includes creating SOP's, surveys, evaluating sales potential in new markets, creating customer service programs to track existing sales, follow-up sales, and new sales opportunities. Experience developing flow charts as well as Standard Operating Procedures specifically targeting sales, customer service, pricing, manufacturing, packaging, integration of marketing components, quality control and general operational protocols.
      • Developed sales training programs that maximize long term sales objectives while maximizing short term sales requirements. 
      • Developed marketing program that included the creation of a nationally recognized sponsorship and grants program to benefit the youth of America through cooperation with the united states dressage federation, united states combined training association, pony clubs of America and the 4-h clubs of America.
      Experience
      CEO 08/2012 to 06/2017 RSB Animal Health Bernardston, Massachusetts
      • Responsible for launching two new brands into the animal health market specifically equine and companion animal (www.equi-tape.com / www.nose-it.com).
      • Created a standard 3-tier distribution model, we served this model by creating a national network of independent manufacturer reps, distributor reps and buying groups.
      • Nose-It! product sales targets animal enrichment including the functional toy market. Equi-Tape product sales serve two distinctively parallel markets. Product sales to feed, farm and tack stores (both brick and mortar and virtual), and to practitioning equine and companion animal professionals that serve the health and wellness market.
      • In concert with the above, an educational curriculum was developed serving to date over 500 equine professionals throughout the United States, Australia, and the United Kingdom.
      • The educational curriculum presented is considered the gold standard within the kinesiology markets serving the animal health industry.
      Brand Development Manager 12/2011 to 08/2012 Nunn Finer Animal Health Oxford, Pennsylvania
      • Led the development of the new Nunn Finer Animal Health Division.
      • Launched the Dermafas Veterinary Wound Care System and the MOSS fresh rider and MOSS Leather Care lines.
      • Was responsible for product design including FDA, EPA, and FTC label and product compliance.
      • Was responsible for product pricing strategies including product sell sheets, FAQ's and data specification sheets.
      Chief Operating Officer 02/2006 to 02/2010 Equilite, Inc Pottstown, PA
      • Responsible for all aspects of business operations including manufacturing, regulatory, product development, national and international sales.
      • Reduced operating and materials costs five fold in the first year while increasing sales by over 150% in just over two years.
      • Positioned and prepared the company for sale and orchestrated the successful acquisition of the company in the summer of 2009 and then coordinated the successful integration of sales, customer service, and manufacturing under the new ownership.
      Owner 01/1999 to 01/2008 New England Billiard League So. Deerfield, Massachusetts
      • Established the NEBL in the fall of 1999 which offered both the casual and serious pool playing enthusiast an alternative to the existing pool league organizations in New England.
      • The NEBL managed over 2000 league members playing both 8-ball and 9-ball on any given night in 25 divisions in 5 states.
      • Each NEBL league member had voting rights related to their respective divisions with opportunities to participate in higher level tournament play both at the regional and national levels.
      • The businesswas sold in the spring of 2008.
      Chief Operating Officer 12/1995 to 02/1999 BioAquatics, Inc Stuart, Florida
      • Responsible for business operations including but not limited to all phases of product development; line expansion from one sku to thirty-four while reducing direct materials and handling costs by 15% and increasing net profitability by 7%.
      • Inventory management included MRP and JIT; cost analysis, profit/loss and budget preparation.
      • Complete responsibility for customer service program including the conception, design and presentation of all marketing and sales strategies.
      • Developed comprehensive telemarketing database and coordinated field activities of four independant sales agencies.
      • After start-up launch phase; participated in coordinating and negotiating an exclusive long term sales and marketing license with a larger international company capable of increasing worldwide market penetration.
      • Helped prepare sale to international partner in early 1999.
      Principal Consultant 08/1994 to Current Ruder Resource Group Bernardston, Massachusetts
      • Specializing in marketing, sales, distribution and business strategies within the animal health industry.
      • Services include business development, management, marketing, product development, customer service, distribution and sales including materials requirements handling, resourcing, manufacturing & production, packaging & assembly thru finished goods including budget, profit/loss and cost/margin analysis.
      • Specializing in new product development, line expansions, packaging review and evaluation services including FDA, EPA and USDA regulatory related topics.
      President and co-founder 10/1980 to 08/1995 Benson Pharmaceutical Co., Inc Whately, Massachusetts
      • Creator of Dr. Benson's line of equine pharmaceuticals.
      • Specialized in supplementation, shampoos, leg/body liniments, topical antibiotics, hoof oils and remedies, powders and ointments.
      • Built national distribution base consisting of over 750 dealer direct retail outlets, 5 national distributors, 2 international distributors, 10 regional sales representatives.
      • Annual sales 1 million. Sold company in August 1995.
      President/Owner 05/1974 to 01/1990 New England Farrier School, Inc So. Deerfield, Massachusetts
      • Established a successful farrier practice specializing in corrective and pathological shoeing.
      • Founded the New England Farrier School in 1978 offering apprenticeship opportunities to qualified candidates.
      • Created an educational curriculum in advanced farrier science and taught this curriculum to students at the University of Massachusetts, Stonleigh Burnham School for Girls, and mount Holyoke College.
      • retired in 1990.
      Education and Training
      Animal Science Business Administration 1979 University of Massachusetts Amherst, Massachusetts Animal Science Business Administration
      Farriery 1975 University of Nebraska Lincoln, Nebraska Specialized course curriculum in the Advanced Art of Farrier Science
      Finance 1998 Diversified Cash Flow Institute Orlando , FL
      Activities and Honors
      • 2014 to 2016 Pioneer Valley Regional School System Bernardston, Massachusetts *board member, Negotiations Committee Chair
      • 2009 - 2012 Pioneer Valley Parent Child Development Council - Part of Community Action Franklin County, MA Board Member
      • 2004 - 2007 American CueSports Alliance - founding member Colorado Springs, Colorado *Treasurer
      • 2001 - 2003 Billiard Congress of America Colorado Springs Colorado *Committee member
      • 2001 - 2006 Women's Professional Billiard Association Charlotte, North Carolina *Vice President
      • 1985 to 1992 Pioneer Valley Therapeutic Riding Association Belchertown, Massachusetts *President, board member, Fund Raiser
      • 1983 to 1994 Pioneer Valley Equine Association Northampton, Massachusetts *Board Member & Project Coordinator
      • 1992 to 1994 Cable Advisory Committee - Town of Whately, Massachusetts *Board member
      Skills
      • Proficient in Quickbooks Enterprise Software
      • Proficient in ACT and Salesforce.com Contact Management Software
      • Proficient in MS Word, Excel, Power Point, and Publisher
      • Proficient in Lectora course curriculum software
      • Proficient with Vertical Response, Constant Contact and several drip Email campaign Software programs
      This resume is created in 7 minutes.
      Summary

      Innovative Accounting and Finance Executive who develops strategic alliances with internal organizations to effectively support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals. Committed to cost-effective management of resources and quality performance.

      Skills
      • Full Cycle Accounting (GL, Revenue, AR, AP, Billing, Unbilled, Payroll, Labor, Fixed Assets, Leases, Treasury, Tax and Reporting)
      • Financial Systems Assessment and Implementation
      • Program Finance Management
      • Business Process Re-engineering
      • Month End/Year End Closing and Reporting
      • Government Compliance, Provisional Rate Development and Submissions, Incurred Cost Submissions
      • Internal Controls Evaluation and Documentation
      • In-Depth Knowledge of GAAP, IFRS, Federal Acquisition Regulations (FAR), and Cost Accounting Standards (CAS)
      • Internal and External Audit Liaison, including Incurred Cost Audits
      • Government Contracting
      • Deltek Costpoint SME
      • Operating and Capital Budgeting and Forecasting
      Experience
      Technica LLC Charleston, SC Chief Financial Officer 09/2018 to Current
      • Transformed departmental operations through aggressive process overhaul and attention to quality.
      • Developed and monitored internal control systems.
      • Created and implemented best practices to standardize internal processes, policies and procedures.
      • Continuously developed systems to protect company assets and report accurate financial results.
      • Prepared and delivered internal and external financial statements and communicated monthly operational performance results.
      • Implemented new systems for account reconciliations and invoice approval workflows to streamline operations.
      BAE Systems, Inc. Rockville, Maryland Director of Accounting 04/2010 to 05/2016

      Managed all aspects of accounting and reporting for a $1.5B entity with a total staff of 50 employees including 5 managers.  Responsibilities included general accounting, billing, accounts receivable, property taxes, leases, revenue, unbilled, treasury, management of outside auditors, liaison to shared service accounts payable and payroll, and management of income tax submission to corporate.  Accomplishments included:

      • Hired and trained qualified individuals to improve staff capabilities and output quality.  Streamlined business processes resulting in a 20% staff reduction; Realigned that staff to create a financial systems team to clean up database issues and to provide more robust reporting capabilities.
      • Implemented financial system controls for every accounting department to ensure accurate and timely financial statement reporting.
      • Managed a major database cleanup required due to four previous database mergers from acquired companies.  Cleanup included $2B in accounts receivable, $105M in Unbilled Receivables, $60M in WIP and $60M in fixed assets. This cleanup enabled internal customers to rely on system data and eliminate duplicative reporting tools used in lieu of the financial system.
      • Developed and documented Internal Controls and implemented regular testing and reviews to ensure effectiveness.
      • Improved employee morale to one of the highest in the company, despite these significant changes.
      • Reduced total bank accounts from 20 to 4, including multiple bank accounts in foreign countries.
      • Defended against multiple state tax audits which resulted in a net refund of $500K rather than the original estimated $2.5M liability.
      •  

      Deltek Herndon, Virginia Principal Consultant 02/2003 to 07/2009

      Managed financial and reporting systems implementations for large and medium sized businesses.  Reviewed and documented business requirements, re-engineered accounting processes, designed the system and associated interfaces and processes, and developed reporting tools to assess performance and to ensure controls continued to work properly after implementation. Managed the Costpoint and Time Collection consultants to ensure that milestones and objectives were met.  Worked with data consultants to develop interfaces and to compile data to be transferred.  Worked with reporting consultants to design and review reports.  Assignments consisted mainly of the most difficult implementation types, including mid-year, partial database, and short timeline projects. President's Award for Top Performing Consultant, 2008.

      Science Applications International Corporation (SAIC) Mclean, VA Deputy Group Controller 02/1995 to 10/2001

      Managed the full cycle accounting, finance and management reporting for a $750M newly acquired business unit. Implemented procedures to ensure compliance with company policies, Federal Acquisition Regulations and Cost Accounting Standards. Managed the SAP accounts payable implementation for my group. Implemented monthly program finance reviews to better control revenue and cost and to ensure that revenue, unbilled, billing, profit and risk were properly calculated and reported.  Management, review and approval of cost proposals.  Reviewed Cost Proposals to gauge profitability and to identify areas of financial risk.  Reviewed contracts prior to finalization to ensure compatibility with the original cost proposals.  Full cycle financial management from cost proposal development and contract finalization to financial management and billing of contract.

       


      Education and Training
      Accounting 1995 University of Maryland University College, College Park, Maryland

      Bachelor of Science in Accounting; 3.92 GPA

      This resume is created in 7 minutes.
      Executive Summary
      Proven marketing leader capable of synthesizing executive vision into a pragmatic marketing strategy and execution roadmap which, consolidates brand assets, unifies internal / external voice, enhances brand visibility and drives end-user experience / engagement leading to increased conversion and market dominance.
      Core Competencies
      • Brand Development
      • New Customer Acquisition
      • Channel Strategy / Management
      • New Product Development
      • Product Management
      • Account Management
      • Prospecting / Lead Swaps
      • Marketing Communications
      • Media Relations
      • Competitive Analysis
      • P&L Management
      • Digital Marketing & eCommerce
      • Cross Functional Team Leadership
      • Program / Project Management
      • Strategic Partnerships & Alliances
      • Conversion Path Optimization
      • A/B Multi-Variate Testing
      • Sell Through Analysis
      • Tradeshow Planning
      • Public Speaking
      • Sales / Profit Management
      • B2B, B2C, B2B2C
      Accomplishments
      • Increased Profitability – Guided the Internet merchandising, online catalog distribution strategy and optimized the conversion path(s) of an online kitchen and bath marketplace on a leading SaaS e-Commerce platform, scaling online sales revenues from $100,000 to $2,000,000 per month within 9 months.
      • Improved Business Processes – Optimized partnership relationships with all stateside partners to create seamless on-boarding execution paths by evaluating, developing and or optimizing existing partnership business cases, associated process work-flows and integrations while developing effective sales-enablement / go-to-market and cooperative marketing approaches. Results yielded a savings of $400,000 in manpower / resource allocation costs, $3,000,000 in partnership referral and up to an 83% increase in partnership conversions.
      • Innovative Product Development – Created a consumer electronics / digital content ecosystem with leading media and entertainment organizations and independent artists which in turn increased consumer product experience, drove new online and offline sales and generated $2,000,000 of annual net new partnership revenues.
      • Enhanced Online Brand Awareness –Conceptualized and led the online brand refresh, production and delivery of impactful product meta data and media assets to key e-Tail and distribution partners to deliver engaging online experiences within key product categories increasing B2B2C sales revenues by $15,000,000.
      Professional Experience
      GLG (Gerson Lehrman Group) Remote Freelance Advisor / Council Member 02/2009 to Current
      w3brands (DBA) Remote Founder / Principal Consultant 08/2012 to 12/2018
       
      Assisted small to medium sized companies in crating / unifying brand identity, articulating value proposition, business analysis, requirements gathering, vendor selection / negotiation, design, implementation and service delivery of internal / external communications, eCommerce, Digital / Traditional Marketing projects.
       
      Performed as permanent personnel for:
       
      Sennheiser Electronic, Corp.
      Direct to Consumer eCommerce / North America
      05/2016 to 02/2017
       
      • Managed the day-to-day direct to consumer online sales and digital marketing operations for the USA and Canada.
      • Increased YoY 2016 - 2017 Q4 sales revenues by 87%.Identified weaknesses with product information flow / dissemination and championed the need for global product information management (PIM) rollout consolidating over three dozen content management systems.
      • Developed an omni-channel approach between direct to consumer online and offline sales channels.
      • Partnered with key business unit leaders across a dual-matrixed global organization to optimize and align systems as well as business operations across the organization.
      • Managed third party agencies, third party vendors, platform providers and freelance relationships.
      • Spearheaded the development of a new (more profitable) 1P, 3P and certified refurbished partnership discussion with Amazon, NewEgg and other online marketplaces.
      • Oversaw and managed sales, marketing and operations P&L of $2M.
       
      IconQ, Corp.
      Digital Strategy & Operations
      05/2014 to 04/2015
      • Designed, executed and manage a multi-phased, direct to consumer online business operation and partner ecosystem.
      • Managed all aspects of the online business (e.g. e-Commerce, UI/UX – End User Digital Experience), Internet Marketing, Social Media, Email / Communications, Creative, Vendor Management, Domain/DNS/MX, CMS/PIM, CRM, OMS, Product data feeds, et cetera.
      • Worked in lockstep with Sales, Marketing, Creative and Product development teams to identify voice of customer (VoC) to craft effective marketing campaigns (e.g. website promotional messaging, on/offline print advertising) as well as make product improvements.
      • Created and managed a macro-view annual operational calendar across the business minimizing overlap while orchestrating / synchronizing business unit efforts across the organization.
      • Developed and guided our strategic direct to consumer (DTC) roadmap.
      • Continually optimized systems / operational process improvement.
      • Developed a centralized knowledge base of workflows, process steps and operating procedures.
      Venda, Ltd. (Acquired by NetSuite) New York, NY e-Commerce Partnership and Alliance Operations 11/2009 to 07/2012


      • Optimized global value-added partnerships and alliances ecosystem to enhance consumer engagement and drive client revenues.
      • Directed a team consisting of project management, prod/dev service delivery, account management and support personnel in the pre-sales, sales, scope, build, launch, management and post-live support of value-add e-Commerce and Mobile Commerce solutions.
      • Designed go-to-market sales approaches (lead-swaps, joint-funnel-management, cross-team sales collaboration, training, sales pitches) and cooperative marketing (joint marketing, collateral, trade-shows) to drive net new sales revenues and scale the business.
      • Led operational process improvement of alliance partnerships across global business units.
      • Managed value-add partner client change-request process from project requirements gathering, scope development on through to production, development, QA testing and delivery.
      • Developed a centralized knowledge base of workflows, process steps and on-boarding execution paths.
      • Established best practices framework around client engagement and e-Commerce project development.

       

      Partnership portfolio relationships spanned: interactive merchandising, behavioral intelligence, alternative payments, gift cards, wish lists, mobile e-commerce, third party logistics, content delivery, email services, product recommendations, rich media asset management, marketplaces, competitive search engines, product information management, and multi-variant testing, among others.


      eBusiness Strategy Advisor


      • Guided the e-Commerce, Internet marketing and online business objectives of global brands across multiple Internet retail segments (Fashion / Apparel, Home / Garden, Consumer Electronics, Health / Beauty and Luxury / Gifting). 
      • Provided strategic planning for client success by defining and monitoring site key performance indicators (KPIs), facilitating improvement initiatives and introducing new platform features and functionality to client base.
      • Maintained current and comprehensive knowledge of e-Commerce industry trends and news to help guide clients in reaching KPIs, scaling traffic and driving conversion.
      • Defined and developed the underlying client engagement process of the Venda e-Business strategy team.
      Coby Electronics, Corp. Lake Success, NY Internet Marketing 04/2006 to 12/2008
       
      • Conceptualized, led and managed several projects leading to the B2B and B2C web re-platform of a global consumer electronics manufacturer (e.g. content management, catalog distribution, customer relationship management, web merchandising, process workflows, UI/UX design, interactive design, translations, backend ERP and WMS system integrations, relational database development, et cetera).
      • Leveraged analytics, business intelligence A/B and multi-variant testing to optimize conversion path, identify key product categories, segment consumers as well as create and manage complex Internet marketing (e.g. SEO, SEM, email marketing) campaigns and optimize online consumer experience.
      • Worked closely with customer service / call center operations to develop and provide detailed product specifications, customer friendly product scripts, consumer product registrations and support for product recalls.
       
      Internet Sales & Partnerships​
      • Developed a new business model coupling digital media across key product categories.
      • Translated and defined the catalog distribution and merchandising requirements of big box retailers to deliver compelling product content and drive sales conversion.
      • Led business units across global value chain to implement partnership agreements / product development (e.g. embedding partner content amongst key product categories, developing in-box promotions, modifying packaging and distribution of products within key categories).
      • Worked closely with direct sales and select big box retailers expand product visibility online amongst key eTail partners.
      • Created and supported mini online retail / store within a store experiences for many big box online retailers (e.g. Amazon, NewEgg, et cetera).
      iContinuity.net, Inc. North Merrick, NY Managing Director 11/2001 to 03/2006
       
      Analyzed and defined business requirements, developed strategy and execution paths to deliver complex e- Commerce and Digital Marketing projects across B2B and B2C clientele in home / garden, health / beauty and business / financial verticals.
      GLOBIX, Qwest Comm, Level (3) Comm & MCI WorldCOM New York, NY Various 11/1997 to 10/2001
       
      Performed in various pre-sales/sales engineer, account management, technical support/operational roles amongst leading datacom and telecom providers.
      Honors and Awards
      USMC Honorable Discharge
      National Defense Service Medal
      Good Conduct Medal
      Community Service
      U.S. Department of Veterans Affairs Lake Nona, FL VA Medical Center @ Lake Nona Voluntary Services Newsletter Editor 06/2018 to Current
      Boy Scouts of America, Central Florida Council Osceola County, FL Osceola District Parent Volunteer 08/2017 to Current
      District / Program - Assistant Roundtable Commissioner
      District / Program - Unit Commissioner
      Pack / Committee - Pack Trainer
      Boy Scouts of America, Theodore Roosevelt Council Nassau County, NY Pequott District Parent Volunteer 08/2014 to 07/2017
      District / Committee - Media & Communications
      Pack / Committee - Chairman
      Pack / Committee - Secretary
      Pack / Program - Den Leader
      Military Experience
      United States Marine Corps Non-Commissioned Officer 06/1991 to 06/1995
      Education and Training
      Bachelors of Science: Internet Marketing - Attended Full Sail University, Remote, United States
      Advanced Professional Certificate: Marketing Design - Attended Sessions College for Professional Design, Inc., Remote, United States
      Project Management Course - Completed Project Management Institute, Remote, United States
      Technical Skills
      • SaaS eCommerce
      • Google Analytics, Webmaster Tools, Optimizer, Adwords, Adsense, Domains, G-Suite
      • SEO / SEM / Retargeting
      • Marketplaces / Affiliate Marketing / Comparison Shopping
      • Social Media Marketing / Platform Automation
      • Email Marketing (EMS)
      • Product Information Management (PIM) / Content Management Systems (CMS)
      • Customer Relationship Management (CRM)
      • Amazon 1P / 3P / Certified Refurbished
      • Adobe Photoshop
      • Microsoft Office 365, Word, Excel, PowerPoint, Project, Outlook, Visio
      • Altassian Confluence, Jira
      • Seven Signals Basecamp
      • HTML, CSS, Java Script, JQuery
      • Project Management
      • UI / UX Graphic Design
      • Landing Page Design
      • Storyboarding
      • Marketing Calendar
      • Amazon FBA / SFP / A+
      This resume is created in 7 minutes.
      Professional Summary

      Hello:  Tara Singh is a multi-certified I.T. Risk & Security Leader with 20+ years of technology experience, 13 years in the financial services industry.  She brings continued success on leading I.T. Risk and Information Security programs within large organizations.  She is acknowledged as a leader, problem solver and trusted advisor with a talent for effective resource management, steering traditional, as well as, cross-functional staff to achieve an overall IT Risk Management framework that supports short and long-term business objectives.

      Skills
      • Strategic & Thought Leadership
      • Program Leadership
      • Operational & Managerial Leadership
      • Governance, Risk & Compliance
      • Cyber Risk & Security
      • Digital, Data & Cloud Security
      Accomplishments

      Operating within a multi-year horizon, execution of the following general accountabilities:

      • Strategic Leadership:  Lead the development and implementation of Information Risk/Information Technology (IR/IT) Risk management strategy and associated work plans on multi million dollar initiatives. Specifically, BMO:  IR/IT CSA Strategy, Organizational Strategy, Resource Strategy, QA Program, TD:  Portfolios include: Canadian Banking, Insurance, Cards, Merchant Services, Mergers/Acquisitions;  RBC:  Strategic Enterprise Program focused on redesigning Wealth Management globally; Visa:  Mobile Security, PIN Security, Approved Vendor Program, GISO (Can), Product Risk (Can).  Provide thought leadership to the enterprise on IR/IT Risk management.
      • Operational Leadership:  Manages operational and strategic planning, including business requirements, project planning and organizing the allocation of resources to deliver on priorities.  Implementation of LEAN within Visa, TD, RBC and BMO resulting in significant cost savings.  
      • Subject Matter Expertise (SME) in Information Security:  Known as a subject matter expert (SME) at Visa.  Expertise is leveraged to design, build, assess and advise on payment system risk and security initiatives globally to support the payment ecosystem.  Information security knowledge includes Payment Card Industry (PCI) Security Requirements.  Conducted approx. 300+ information security assessments and various training programs on behalf of Visa.  Accountable for the enterprise Payment Card Industry (PCI) and Interac program in TD.
      • Managerial Leadership:  Utilization of a cross functional team within Visa, Blackberry and RBC, providing cost saving through resource reallocation. Establishes a culture and work environment that attracts, retains and motivates a diverse, skilled workforce in support of a high performance culture within TD and BMO.  Coach, motivate, develop and evaluate performance of direct reports, and provides guidance in the resolution of complex issues. Provides development opportunities to direct reports, including the identification of training needs, creation and implementation of appropriate development plans, monitoring, documenting and regular feedback on performance. Ensures necessary succession plans are in place for all key positions.
      • Change Management and Implementation:  Ensures the overall implementation of change (technological, procedural, process and organizational) is timely, efficient and consistent with the enterprise overall strategy.  Investigates, recommends and implements changes for continuous improvement of processes and procedures.  Provides overall leadership in the identification of emerging risks and review of appropriate controls.  Mitigates audit exposures and maintains awareness of any regulatory impacts.
      • Client and Relationship Management:  Develops relationships with Operational Risk Officers (OROs), other members of the risk management community, business partners and other internal and external stakeholders including, but not limited to, Enterprise Risk, T&O Risk Management, Audit.  Works closely with Canadian and US regulators e.g. OFSI, OCC, Federal Reserve System.  Provides recommendations for risk management improvements that may require significant commitment from business partners and other stakeholders. Contributes to organization's overall business results by making recommendations that significantly improve operational efficiency and effectiveness.
      • Industry Participation:   Participates at Industry Conferences to include Computer Security Institute (CSI), Information Systems Audit & Control Association (ISACA), The International Information System Security Certification Consortium (ISC2.org), and CISO Summit.   Dedicates time to participation on industry committees, industry boards, presenting at conferences and authoring online journal article and TIPs column.
      Experience
      Principal Consultant, 03/2017 to Current
      I.T. Risk & Security Advisory Services Markham, Ontario

      - I.T. Risk & Security (ITRS) is a leading advisory services company providing information technology management specializing in IT Risk, Information Security, Governance, Privacy and Compliance (www.it-rs.org).

      Managing Director, Head of ITRM, CSA, GITRM, 04/2016 to 02/2017
      Bank of Montreal Toronto

      - As the Head, IT Risk Management, Corporate Support Areas (ITRM CSAs), I was responsible to lead the second line of defence for Information Risk (IR) and Technology Risk Management (TRM) CSAs, which encompasses the Technology Operational Risk Management functions.  This included, but is not limited to, leadership of IR and IT CSAs across the enterprise, and implementation of the Corporate Operational Risk Management Framework (ORMF) for IR and IT Risk. 
      - As the Head of ITRM CSAs, within GITRM, I was responsible to lead the Technology Operational Risk function to support GITRM and Technology for all operational risk categories.

      - My responsibilities included oversight and governance on the Cybersecurity Strategy, Roadmap and Projects owned by the CISO, as well as the OSFI Cybersecurity Self Assessment.  I was accountable to interface directly with external regulators, i.e. OCC, FRB, as required.

      Director of IT Risk, Wealth Management, COG, T&O, 01/2015 to 04/2016
      Royal Bank of Canada (RBC) Toronto, ON, Canada

      - Lead a global cross functional IT Risk team to support the Wealth Management Business Segment.  
      - Collaborate with cross functional teams on the implementation of several enterprise technology initiatives within Wealth Management to include Identity & Access Management, Data Loss Prevention, Information Security Awareness Training and Compliance to policy.  

      Associate Vice President, TRMIS, 03/2012 to 01/2015
      TD Bank Toronto, ON

      - Directly involved in significant mergers and acquisitions.  Lead a team of Business Technology Risk Managers (BTRMs) to support TD's multi million dollar acquisitions to augment the Cards Business Segment, specifically MBNA, TD Visa-Aeroplan, UGO and Target.

      - Lead a team of BTRMs to support Canadian Banking (TDCT) and TD Insurance, transition to lead a team of BTRMs to support Canadian Banking, Canadian Auto Finance, Canadian Cards, North American Merchant Services and Payment Card Industry initiatives across the enterprise.  This includes information security initiatives as required.

      Director, Corporate Security, 08/2011 to 03/2012
      Blackberry (previously RIM) Waterloo, ON

      - Develop the payment security area within RIM, and provide leadership and effective management to influence strategic initiatives across the organization.  
      - Collaborate with Legal, Corporate Security and Blackberry Security on strategic payment initiatives to include:  Payment Card Industry (PCI), Near Field Communication (NFC), Trusted Service Manager (TSM).

      Senior Manager / Director, Payment System Security, 01/2005 to 08/2011
      Visa Inc. Toronto, Ontario

      - Lead specific Canadian and Global Risk & Security programs which include completing risk assessments on technology systems and conducting comprehensive information security reviews on behalf of Visa for their clients and third party agents.  Clients included but not limited to:  RBC, TDCT, CIBC, Scotia Bank, CUCC, BMO, National Bank, Desjardins, Laurentian Bank of Canada (LBC), First Data, TSYS, FiServ, FIS, Moneris, G&D, Gemalto, CPI, Arcot.  
      - Visa Representative for Payment Card Industry (PCI) PIN Security/PED Testing & Card Vendor, 3D Secure, Payment Technology and Mobile Security Requirements. Represented Visa at the PCI Security Standards Council (SSC) on the Technical Working Group (TWG).

      Education

      Master of Science (MSc) / Doctorate of Business and Management Research, October 2017 - Present

      • Henley Business School, University of Reading, United Kingdom

      Master of Business Administration (MBA), 2008 - 2010            

      • Rotman School of Management (Executive Program), University of Toronto, Toronto, ON

      Master of Science (MSc) in Information Security,  2005 - 2008            

      • Upper Second Class Honours:  Royal Holloway, University of London, England            

      Certificate in Bank Card Management, 2007

      • Visa Business School

      Certificate in Networking, 1995

      • Indus Systems Institute

      Certifications

      • Certified Information System Security Professional (CISSP) ,   Certified Information Systems Auditor (CISA),
      Professional Associations
      • ISC2:  Board Member - Toronto Chapter (2016 - 2018), Participant on the Women's, Undergraduate and Graduate ISC2 Scholarship Review Committee (2018).
      • Information System Audit and Control Association (ISACA) - Sliver Level Participant - ISACA CACs/ISRM Committee (2008 – 2012); Industry Speaker (2005- Present), Author on online Journal and TIPs column.
      Awards
      • Award of Merit - University of London
      • Quarterly Achievement Award – Visa
      • Highest Average - Indus System Institute
      • First Place – Business Proposal - Indus Systems Institute
      Non Professional Associations
      • Leadership Building Activity: Build for the Future (TD Bank)
      • Charitable Events: OneWalk to Conquer Cancer, Ride to Conquer Cancer, Ride for Heart, Sporting Life 10km run, United Way (Day of Caring), Habitat for Humanity, RBC Run for Kids,
      • Volunteer Activities: York Region Board of Education (Special Education Advisory Committee) - Representative for Association for Bright Children (ABC) - York Region South, Enactus - Judge, TD Bank/Youth In Motion - Mentor
      • Personal Interests: Acrylic Painting, Golf, Music: Vocals, Swimming
      This resume is created in 7 minutes.
      Experience
      President Principal Consultant
      August 1996 to Current
      SC&B Strategic Solutions, Inc
      • SC&B Strategic Solutions, Inc.
      • provides management and consulting services to financial institutions.
      • Services include management consulting, strategic planning, development of policies and procedures, loan review, credit analysis, de novo banks, software development, network administration, internal operations review and revenue enhancements.
      • In addition, provides assistance with pre-merger analysis, due diligence and post-merger related activities.
      Vice President
      August 1993 to August 1996
      Colonial Bank
      • In August 1993, Home Federal Savings Bank merged with Colonial Bank.
      • Key management positions held.
      • at Colonial Bank are as follows.
      Senior Vice President and Chief Financial Office
      March 1989 to August 1993
      Home Federal Savings Bank of Alabama
      • Management responsibility for accounting, bank operations, investments, loan review, deposit services,.
      • mergers and acquisitions, personnel and auditing.
      President and Chief Financial Officer
      March 1987 to March 1989
      Eagle Federal Savings & Loan
      • Overall management responsibility for the institution, specifically investments, loans, loan review,.
      • accounting, bank operations, deposit services, personnel and auditing.
      Vice President & Manager of Deposit Services
      March 1984 to March 1988
      • Direct management responsibilities for Deposit Services division consisting of 185 employees responsible.
      • for 500,000 accounts representing $3.9 billion in deposits.
      Vice President
      March 1973 to March 1987
      AmSouth Bank
      • Key management positions held during my career at AmSouth Bank are as follows.
      Vice President
      March 1982 to March 1984
      • Direct management responsibilities for bank operations and accounting.
      • On-site coordinator of merger.
      • and application conversion activities for AmSouth's North Alabama Regional headquarters.
      Senior Vice President & Comptroller
      March 1973 to March 1982
      • As Senior Vice President of AmSouth Bank's affiliate, the Commercial National Bank of Anniston, had direct management responsibilities for operations and accounting activities.
      • Also served as Branch Administrator, member of Loan and ALCO Committees.
      • In addition to the above, participated in the merger and conversion of 24 AmSouth affiliate banks, merger and conversion of First Gulf Bank of Mobile (approximately $1.2 billion), including the divestiture of 8 branch locations, merger and conversion of First Federal Savings of Pensacola, FL (approximately $1 billion).
      Education
      Bank Operations, August 1987 Banking School Graduate The School of Madison, Wisconsin
      Banking and Finance, December 1980 Jacksonville State University Jacksonville, Alabama
      Bachelor of Science : Business Administration Accounting, December 1975 Jacksonville State University Jacksonville, Alabama
      This resume is created in 7 minutes.
      Summary
      • Seasoned professional with a consistent record of driving organizational success, enterprise-wide business and technology solutions, skilled in program management. A results-driven leader who excels in driving solutions contributing to the overall success of a company.

      • Unique blend of general management, business transformations and leading global organizations.


      Highlights
      • Program Management
      • Business Process Transformation
      • Supply Chain, P2P, Q2C, Sales/ Services, NPI
      • Process Enablement
      • Change Management
      • Divestitures
      • Strategic Planning and Leadership
      • Six Sigma
      • ERP
      • Enterprise technology solutions
      • Agile Methodology
      • Training and Leadership development
      Experience
      Informatica Corp Redwood City, CA Manager 08/2011 to Current

      • Leading Business Process Transformation team for Informatica Corp internal business and it's customers for strategic initiatives (Sales, Procurement, Supply Chain, Services)
      • Developed and managed strategy, business goals and execution of multiple large business transformation initiatives for several enterprise customers.
      • Trusted Advisor and Subject Matter Expert to several clients. Guided/Advised customers in establishing, developing and enhancing enterprise-wide business process transformation and solutions covering process, technology including end to end Divestitures for three major clients.
      • Managed and drove Business value assessment program with several customers, capturing value, benefits, risk, approach, ROI where we guide the technology and process evaluation based on business needs
      • Provide leadership, team leadership, financial management, quality, and timely delivery of scope to our customers. while exceeding key operational performance targets, with results that include:
      • 100% success in meeting Key Success criteria
      • Operational efficiency, accurate business intelligence, and regulatory compliance .
      • Exceeded 100% targets on KPI's for several business process transformation and enablement initiatives
      Cisco Systems San Jose, CA Program Manager 02/2008 to 08/2011

      • Managed customers and business impacts of an implementation of an enterprise wide Oracle based ERP system for Cisco Services organization (Sales, Renewals & New service coverage), which massively affected partner/customer ability to transact $5 Billion every year
      • Managed the Optimization program, leading a team of analysts for the new ERP System's Optimization after 100% adoption- Delivered 15% improvement in ordering cycle time, 10% reduction in booking failures, CSAT improvement from 4.1 to 4.3 after optimization
      • Managed, hired and trained support organizations, internal and external, across L1, L2, L3 to support customer and partner transactions. Also, led initiative to reduce support cases of the new system, and delivered 20% reduction resulting in $400,000 savings per qtr for Cisco and increase user self-sufficiency.
      • Drove Cisco Logistics Optimization program. With smarter reporting solutions, enablement efforts and tighter collaboration with business ,resulted in an increase in Entitlement rate, 12% reduction in Premium deliveries (Cisco cost-savings), improved service delivery performance (due to automated checks), enabling new capabilities to improve customer experience
      • Drove Change management and Enablement initiative due to new platform and capabilities, which resulted in successful User Experience and organizational adaptation.
      Coherent Inc San Jose, CA Principal Consultant 10/2007 to 02/2008

      • Designed and executed solution for the automation of manual Procurement process and Business process and IT implementation of Oracle Procure to Pay, and transforming their existing Supply chain ERP processes
      • Program resulted in 25% reduction in process cycletime, 35% increased data quality and efficient data handling


      Citigroup Tampa, FL Principal Consultant 09/2006 to 10/2007

      • Led the global program of automating Citi's manual procurement business model, to adoption of the new automated Oracle-based system
      • Rolled out the Procurement & Spend Management Oracle system, with a self sufficient reporting system, to new acquisitions and successfully retiring legacy systems
      • Re-engineered Spend management business processes and automation for increased service cycle-times/fulfillments and cost-saving
      General Electric Atlanta, GA Consultant 07/2006 to 09/2006

      • Implementation of a new Enterprise application, business process and solution, integrated to enterprise wide systems (NPI, Order to cash)
      • Automated and streamlined Service delivery types and Logistic processes, improving operational efficiency with new capabilities, enabled self-sufficiency to customers & reducing 20% manual GE intervention on RMA orders
      University of Texas Dallas, TX Business Analyst 02/2004 to 05/2006

      • Optimization and maintenance of UT's databases, and the financial application
      • Partnered with IT to effectively translate the business requirements to functional documentation
      • Gathered and documented business requirements, conducted process analysis, and successfully executed development
      SunGreen Ventilation Systems Chennai, India Systems Analyst 06/2003 to 12/2003

      • Involved in the Design & Implementation to automate the supply chain system
      • Project resulted in 40% reduction of manual intervention and significant operational savings due to automation
      Education
      Master of Science University of Texas, TX
      Bachelor of Engineering University of Madras, TN, India