Experience

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  Prudential financial

  Apr 1999 - Nov 2002

  Defined business and software requirements, performed user acceptance testing and trained new users on new accounting software. Managed team responsible for bankwire processing, state premium tax reporting, and recording and reconciling activity on the company ledger. Supervised three staff in unit value processing, including daily transaction processing, reconciliations and reporting; automated transaction processing functions; served as team training manager, training all new associates

  • Associate Manager, Accounting and Financial Reporting

    May 2002 - Nov 2002

  • Team Lead, Valuation

    Apr 1999 - May 2002
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  Springboard group

  May 2003 - May 2004

  Temporary employee for various organizations

  Organizations included: Archdiocese of Denver, Pella Windows & Doors, Xel CommunicationsResponsibilities included:• Developed MS Access databases for financial reporting and tracking of insurance information.• Collected financial data for multiple entities and consolidated into organizational summary.

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  Great-west financial

  Jun 2004 - Oct 2014

  Manage process improvement projects through all stages of project lifecycle – defining scope, facilitating process improvement discussions with all stakeholders, gathering business requirements, software development, testing and production support, including business continuity. Managed areas responsible for investments pricing functions and support for all retirement plan recordkeeping and life insurance business within the company. Supported $80 billion in assets under administration.

  • Senior Business Process Analyst

    Sept 2008 - Oct 2014

  • Senior Manager, Unit Value Administration

    Jun 2004 - Sept 2008
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  Empower retirement

  Oct 2014 - Aug 2018

  As a member of the Business Transformation team, I performed both a process consultant and project manager role in driving multiple strategic enterprise projects. I was the lead project manager guiding a large government client through a transition to a different recordkeeping platform. This client had 3 retirement plans with over $10B in assets and 200,000 participants. I also served as the segment leader supporting the government service team through an overhaul of the participant website, including the implementation of multiple enhancements in data flow between our organization and the clients.

  • Business Process Consultant - Business Transformation

    Feb 2017 - Aug 2018

  • Project Manager

    Oct 2014 - Feb 2017
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  Third stage consulting group

  Aug 2018 - Jul 2022

  My primary focus as a consultant is in business process improvement with over a decade of proven business results. I am also experienced in project management, digital transformations, business intelligence, and business analysis, and utilize all of these skills to help organizations manage complexity through times of disruptive change.

  • Manager, Strategy and Transformation

    Apr 2019 - Jul 2022

  • Senior Consultant

    Aug 2018 - Mar 2019
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  Rubinbrown llp

  Jul 2022 - Feb 2025

  Consulting manager, business advisory services
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  Avèro advisors

  Feb 2025 - now

  Senior project manager