Early in my career, I was the controller at a small company. It was there that I realized that I had a lot of natural ability implementing accounting software. As fortune would have it, I was offered a job installing accounting software at the beginning of what became known as the Y2K era. We were very busy and in a few short years I became an expert in accounting systems, process improvements, and technology implementations.
Over the next two decades, my expertise opened many doors at well-known companies. I've gained a reputation as a trusted team member that can be counted on to get the job done.
Previous Roles: Chief Financial Officer, Controller, & Consultant
Financial Planning & Analysis
But I've learned that to drive remarkable performance, you need more than just to report past variances and analytical recaps. You need to reach for the highest levels of analysis (see diagram).
In-other-words, you need to move from:
- What happened? ... to
- Why did it happened? ... to
- What will happen? ... to
- How can we make it happen?
In the accompanying illustration, you can see how data flows from its sources to the business intelligence analytics (see diagram).
Of course, above all the 'cool bells & whistles' available in business intelligence software there should be a deep understanding of the needs of the end users. This is how the greatest value can be delivered to the consumers of this information.
Previous Role: Business Intelligence Manager
I have a lot of experience leading people through change.
For people to achieve excellence, you need to plan for their success.
Organizational management may not be the most glamorous topic around the water cooler, but I think it plays a vital role in how to develop a framework that can effectively integrate people and their work into a well-oiled organizational machine.
Here's an illustration that I like to use that shows a simplified overview of an organizational management model (see diagram).
Previous Role: Chief Operating Officer
- I implemented AgilePoint business process management (BPM) software to automate and integrate processes across platforms.
- I deployed UIPath robotic process automation (RPA) to build and manage a digital workforce that works alongside humans.
- I also installed iManage artifical intelligence (AI) to assist with enterprise content management (ECM).
Asking people to leave their familiar tools behind, where they'd become virtuosos, to try new software wasn't always easy. Even worse ... sometimes there was no 'asking' and these software changes were just forced upon people because mergers & acquisitions, etc.
Years of experience doing software implementations have taught me how to lead people through change. I've led of over 50 accounting implementation projects. In the past, I was certified in SAP. I've also been a part of countless other software implementation projects.
Previous Role: Sr. Project Manager
Strategic Growth Initiatives
In today's technology environment, human-computer interaction is at the forefront. I think successful businesses must be able to leverage artifical intelligence, robotic automation, and device telemetry (i.e. internet of things) to achieve exceptional results.
Heraclitus was right ... “The only constant in life is change.”
Previous Role: Strategic Business Manager