Systems Strategist and Business Process Optimization Leader

Established the operating model, delivery infrastructure, and reporting system for a cross-functional AI and process-optimization function. Led a team of four across a portfolio of approximately 15 concurrent initiatives.

Created a single system of record and a stakeholder-facing system of explanation, enabling rapid project-status visibility. Built intake and portfolio processes, including ROI roll-ups, required-field standards, and standardized discovery, project, and ROI close-out templates.

Expanded the delivery board to 29 epics and more than 240 child tickets, achieving 98% assignee coverage and 100% summary coverage. Directed LLM-assisted analysis of more than 5,000 contact-center transcripts and presented findings through an executive decision framework.

Provided operating-model and executive oversight for RAG, Azure OpenAI search, and API-integration deliveries. Hired AI Integration Engineers and supported the launch and graduation of a four-month AI upskilling program.

Converted complex survey and product-usage data into actionable marketing strategy for the organization.

Presented research findings to a department of more than 150 marketers, influencing campaign strategy and messaging decisions. Produced executive-ready insights using Alteryx and self-service analytics tools.

Built recurring research briefs and monthly surveys to identify and prioritize high-impact opportunities for campaigns and product positioning.

Built a reporting backbone that provided leadership with a trusted view of customer, sales, and product data.

Designed cross-functional reporting workflows that improved product visibility and supported strategic planning. Consolidated fragmented customer, sales, and product information into a single source of truth for leadership insight.

Automated recurring reporting processes supporting marketing and sales operations.

Used Power BI and Alteryx to automate pipeline and campaign reporting, reducing processing time by 40%. Delivered weekly executive dashboards and led enablement for self-service analytics across departments.

Owned financial operations across multiple entities and led a team in rebuilding reporting for improved profitability visibility.

Identified $150,000 in annual cost savings through detailed data analysis. Streamlined billing processes to improve cash flow and reduce processing time by more than 60%.

Rebuilt financial reporting to track profitability by customer segment and product line across multiple entities.

Led marketing and vendor strategy for public-facing foster-care programs.

Negotiated vendor contracts that reduced costs for foster families while improving program efficiency. Designed a social-media refresh that increased brand engagement and improved public perception.

Owned forecasting, budgeting, and audit-readiness activities for the state party.

Directed financial forecasting and operational budgeting to support executive strategy and decision-making. Ensured IRS and FEC compliance, maintained audit readiness, and led logistics for a national conference.

MBA program with a Certificate in Finance.

Completed two Bachelor of Arts degrees.