Experience
Perspectives on enterprise transformation, operational intelligence, AI-enabled automation, governance, systems thinking, and disciplined technology execution.
Global PeopleSoft P2P Transformation
Goldman Sachs
Led enterprise-level initiatives supporting the modernization and implementation of PeopleSoft P2P within a complex global Corporate Services environment. The effort involved large-scale operational coordination, business process integration, governance alignment, reporting visibility, and structured execution across multiple business units and stakeholders.
The initiative required balancing enterprise operational requirements with technology delivery constraints while supporting scalable purchasing and financial management capabilities across a global organization.
Key focus areas included:
- Enterprise financial P2P systems modernization
- Cross-functional stakeholder coordination
- Operational process integration
- Governance and reporting alignment
- Large-scale technology delivery execution
Enterprise Capital Governance & Reporting Platform
Goldman Sachs
Contributed to the development and operational management of enterprise reporting and governance solutions designed to improve visibility into capital initiatives, project execution, budgeting, and organizational performance metrics.
The initiative focused on improving executive reporting capabilities, strengthening governance oversight, and delivering operational intelligence across Corporate Services and Technology Divisions leveraging PeopleSoft Project Costing. The work combined reporting architecture, operational process design, systems integration, and structured portfolio visibility.
Key focus areas included:
- Executive reporting and operational intelligence
- Governance modernization
- Enterprise capital budget & actual cost visibility
- Reporting automation and workflow optimization
- Data-driven operational decision support
PeopleSoft Project Costing Modernization
Raymond James
Led project management efforts supporting the implementation and modernization of PeopleSoft Project Costing capabilities within Raymond James’ enterprise financial systems environment.
The initiative required coordination between business stakeholders (Corporate Events, Facilities, Tax Credit Funds, & Technology) , finance, and operational leadership to improve project accounting visibility, reporting accuracy, governance alignment, and execution control (chargeback allocations).
The project supported broader enterprise modernization efforts focused on operational transparency, financial governance, and scalable reporting processes.
Key focus areas included:
- Financial systems implementation
- PMO governance and coordination
- SDLC execution management
- Enterprise reporting alignment
- Operational process modernization
CSS Renovation & Operational Modernization
Raymond James
Supported large-scale operational modernization initiatives tied to the decommissioning and replacement of legacy CSS-related systems supporting securities processing and middle-office operations.
The initiative involved coordinating complex interdependencies across applications, reporting systems, operational workflows, regulatory considerations, infrastructure modernization, and downstream enterprise services. The work required disciplined governance oversight, stakeholder coordination, deployment planning, operational readiness management, and enterprise-scale execution tracking.
The modernization effort supported long-term operational stability, technology modernization, and improved execution governance across multiple interconnected enterprise systems.
Key focus areas included:
- Enterprise modernization governance
- Cross-functional dependency management
- Operational readiness coordination
- Deployment planning and execution
- Regulatory and reporting impacts
- Large-scale stakeholder management
PMO Automation & Operational Intelligence
Reporting & Workflow Automation
Designed and developed operational reporting, workflow automation, and PMO intelligence solutions using Excel VBA, Microsoft Access, Smartsheet, and enterprise reporting integrations to improve visibility, execution tracking, governance reporting, and operational efficiency.
These solutions automated data gathering, reporting generation, stakeholder communication workflows, and operational dashboards supporting enterprise project governance and modernization initiatives.
The work focused on reducing manual effort, improving reporting accuracy, strengthening execution visibility, and creating scalable operational intelligence capabilities for enterprise delivery environments.
Key focus areas included:
- Workflow automation
- Operational intelligence platforms
- Governance reporting automation
- Smartsheet and reporting integrations
- VBA and database-driven reporting systems
- PMO visibility and execution tracking
Enterprise Reporting & Data Intelligence
EDW / BI / Reporting Platforms
Designed and supported enterprise reporting and business intelligence solutions focused on multidimensional reporting, operational visibility, data integration, KPI reporting, and enterprise analytics.
The work included reporting architecture, ETL integration support, operational dashboard development, data governance alignment, and business intelligence process optimization supporting enterprise operational decision-making.
These initiatives focused on improving organizational visibility, reporting consistency, operational measurement, and data-driven execution management across enterprise environments.
Key focus areas included:
- Enterprise reporting architecture
- Business intelligence platforms
- Operational KPI reporting
- Data integration and ETL processes
- Multidimensional reporting solutions
- Executive operational visibility
AI & Automation
Operational Intelligence
Current areas of focus include the integration of AI-enabled automation, workflow intelligence, reporting automation, and operational analytics into enterprise governance and delivery environments.
This work centers on how automation, AI-assisted workflows, operational intelligence systems, and structured governance can improve enterprise execution, visibility, decision-making capability, and organizational efficiency in increasingly complex technology environments.
Key focus areas include:
- AI-enabled operational workflows
- Automation strategy and integration
- Governance modernization
- Reporting intelligence
- Workflow optimization
- Enterprise execution visibility
Ready to Transform
Let’s discuss how tailored technology leadership can drive your enterprise forward.