CITY UNIVERSITY OF NEW YORK
February 2023 - August 2024Digital Transformation PM / Business Analyst
• Led cross-functional teams using Asana and Notion to design scalable SAAS enterprise architectures and digital transformation initiatives while supporting strategic business objectives & scale efficient operating model processes.
• Conducted thorough business analysis to document digital transformation requirements, translating business needs into clear, actionable technical specifications for development teams.
• Collaborated with IT and business units to implement technology solutions that improved data accuracy, enhanced system performance, and automated key processes.
• Formulated AI integration, web design, UI/UX, and controls to ensure safe, intuitive, & engaging environment for 20,000+ students.
• Developed omnichannel strategy to provide a seamless user experience across digital and physical platforms.
• Implemented current and future state operating models leading to a 20% decrease in operational bottlenecks.
• Provided data-driven recommendations to senior leadership, guiding successful digital transformation efforts.
• Facilitated workshops with stakeholders & cross-functional teams to ensure alignment & secure buy-in from all levels of organization.
Highlight: Created Experiential Learning ‘Academic Career Degree Maps’ for entire CUNY 225,000 student population
DELOITTE & TOUCHE LLP
March 2022 - February 2023Finance Operate & Strategy Solutions Consultant
• Spearheaded SAAS financial data migration for Finance Transformation / ERP Implementation streamlining design, QA/QC user acceptance testing, historical data validation, controls, compliance, training, and “go live”.
• Automated repetitive financial modeling & reporting reducing manual errors increasing operational efficiency by 28%.
• Streamlined financial operations by developing procedures, process flows, RFPS & SOWs, using MS Visio, PowerPoint, and Excel.
• Conducted detailed risk assessments and compliance audits for financial operations, ensuring adherence to both internal standards and external regulations such as SOX, COSO, and COBIT frameworks.
• Developed comprehensive change management strategies to facilitate the adoption of new models, incorporating training, communication, and support structures to minimize disruption and maximize budget ROI.
• PMO using Agile & Kanban methods to build project plans, status reports, RAID logs using MS Project & Smartsheet.
• Lead cross-functional workstream meetings with PPMDs and SMs to identify and remediate operational & regulatory bottlenecks.
• Worked closely with executive leadership to ensure the new designs align with long-term strategic goals, providing regular updates and adjusting plans based on feedback.
• Technical: Power Queries, bank reconciliations, journal entries, AR/AP, supplier invoices, contracts, financial data models, organizational structure models, Account Mapping: Revenue and Spend Categories, ad-hoc, ACH, wire bank transactions.
Highlight: (1) Businesses, trusts, and real estate financial restructuring for global top 5 wealthiest individual.
(2) Developed global policies, NPRs, risk mitigation, and process flows for Finance Transformation business line.