Provide fractional COO services and strategic operational consulting to mission-driven organizations navigating growth, complexity, or change. • Partner with CEOs and executive teams to drive clarity, alignment, and momentum • Lead strategic planning and implement operating rhythms to support execution • Design and improve organizational structures, roles, and team dynamics • Manage complex, cross-functional initiatives from strategy through implementation • Support transitions, interim leadership needs, and special projects with a calm, focused presence Clients include nonprofits, social enterprises, higher ed institutions, and purpose-driven startups.

Operational Excellence Lead for Product Development (PD) across multiple global sites. Providing training, guidance, and program oversight of a matrixed team responsible for identifying and implementing continuous improvement opportunities within their respective functional areas, leveraging Lean Six Sigma, Agile, Design Thinking, and Change Management toolkits. Key successes include: - Driving the process to refine the PD Vision and prioritize 2025 objectives, connecting to the PD Performance Metrics (Hoshin Kanri) - Design and implementation of Clinical Study Supplies Financial Planning & Analysis (FP&A) process and software to drive efficiencies and improve reporting and forecast capabilities - Identified $9M of Operational Expense reduction through better process controls and vendor partnerships - Deployed a PD Communications strategy, including implementation of KPIs and facilitation of presentations and site tours to BMS senior leadership

Translated the needs functional business users to the technical development team for the University’s ERP (PeopleSoft 9.2). Oversaw all integrations, upgrades, defect resolution, and enhancements ERP across eProcurement, Purchasing, Accounts Payable, General Ledger, Asset Management, Grants, Project Costing, Cash Management, Payroll (HCM), Time & Labor (HCM), and Student Financials (Campus Solutions). Provided guidance to Finance colleagues on the IT capital expenditure proposal submission process. Represented the Office of Finance and Treasury on the Architecture and Security Review board. Responsible for fiscal year-end and calendar year-end execution. Key successes include: - Deployment of PeopleSoft Fluid for 1500 Financials users, including development of a custom Procurement WorkCenter for 1400+ users and 10+ additional custom WorkCenters and Navigation Collections - Partnership with the Financial Service Center to define business processes for ServiceNow ITSM implementation and transition to Case Management - Streamlined invoice processing through the implementation of robotic process automation (RPA) and artificial intelligence (AI), leveraging UiPath and Ephesoft - Selection and business process documentation for a Treasury Management System to better manage cash positioning and liquidity for the University

Responsible for University-wide systems and procedures across the entire source-to-pay process, with a specific focus on Procurement systems, supplier onboarding and maintenance, and contract management. Led team of 4 direct reports in a service-oriented environment. Key successes include: - Supplier Management process optimization through analysis of supplier and payment types - Contract Lifecycle Management tool review, selection, and implementation, including eSignature - Contract centralization, repository, and reporting development - Capital Asset system selection, process review, and process mapping, partnership with Office of the Controller - Supplier Portal implementation, process review, documentation, training, and ongoing enhancements - Reporting on supplier request types and frequency to predict demand spikes for improved resource planning

Optimized sourcing department’s use of IBM Emptoris sourcing tool. Coached sourcing teams to develop best-in-class RFX documents. Implemented new-to-bank eAuction pipeline to drive adoption of auctions for professional services. Conducted department-wide training sessions on sourcing best practices. Key successes include: - Conducted 5 eAuctions, 22–85% average price reductions achieved, per event - Fully integrated RFI and RFP templates into Emptoris; drafted and optimized eAuction templates - Implemented auto-scored RFI document for EMV solution (credit / debit card chip and signature technology)

3-month engagement with consumer goods company. Addressed the long-tail of indirect spend, defined as $100k-$1M annualized, recurring. Utilized communication templates to reach out to 181 suppliers, $61M annual spend, to request pricing reductions and updates to payment terms. Coached client category manager to negotiate with suppliers as needed over 3-month engagement. Key successes include: - Direct, documented pricing reductions, $0.5M annual savings - Proof-of-concept of low-touch pricing renegotiations; process later applied to direct spend categories - Updated vendor information, including contact information and commodity codes for future sourcing efforts

Managed over $300M in Property, Facilities, Security, and Operations spend with a team of up to 5 sourcing professionals. Engaged with division heads to align sourcing objectives with divisional objectives. Key projects: - Facilities maintenance outsource vendor selection, implementation, and management, $3.4M annual savings - Revamping of Energy Commodity strategy and selection of management partner, $1.5M 2014 savings - Credit / Debit card processing partner vendor management, $3.1M in savings in 2012 - Manned guarding review and renegotiation, $500k annual savings - Electronic security eAuctions, $750k savings in 2013 - Vendor consolidation of collections agencies, mortgage servicers, attorneys, architects, contractors, and engineers

Managed over $500M in Professional Services spend across HR, Finance, Risk, Audit, and Insurance divisions with a team of 4 sourcing professionals. Engaged with division heads to align sourcing objectives with divisional objectives. Collaborated with global team to develop fit-for-purpose solutions that balance global / regional objectives. Key projects: - Healthcare benefits administration vendor management and contract renewal, $15M savings in 2011 - Managed staffing program for temporary labor selection and implementation, outsourcing of current process - Retirement benefits contract renewal - Travel management company vendor management and contract renewal

Managed Travel category. Collaborated with UK office to develop and manage global travel strategy, hotel and airline agreements. Implemented Travel Demand Management solutions for $2.9M annual savings. Mandated online travel booking, $0.6M savings. Reinforced 7-day advance booking directive, $2.3M savings. Re-negotiated black car provider list for 10% cost savings and elimination of user complaints.

Managed Marketing category. Sourced direct marketing creative agency, including first RBS creative agency RFP. Renegotiated third-party marketing agreement for $1.0M incremental commission revenue. Initiated Vendor Management program for third-party marketing, $0.3M annual savings. Facilitated quarterly Americas Marketing Reviews, aligning Marketing departments across the organization.

Boutique management consulting firm, focused on spend management (procurement).