Actuary, HR reporting, and program manager with 27 years of experience using data to uncover insights that drive business projects and initiatives.
Experience
2025 — Now
Oversee implementation of new payroll initiatives to increase payroll efficiency and accuracy. Evaluate, design, and implement new 401k payroll efficiencies. Create new reports, dashboards, worksheets to enable payroll processes and auditing.
2017 — 2025
Focused on strategic planning, continuous improvement, and value realization. Ensured sets of projects were better aligned to corporate strategies and that resources were optimized across the organization with minimal conflicts that could cause delays or budget issues.
* Supervised multiple projects where HR, Payroll, and Finance as key business partners; coordinated with diverse organizations globally to ensure effective execution and expected results.
Partnered with HR, Payroll, Equity, and Finance portfolio to create quarterly portfolio roadmap processes focusing on value-added projects. Owned HR and Finance scrum master responsibilities.
* Directed a team of 20 in the successful AI deployment of Uipath robotic processing agents in Salesforce resulting in savings of 5,000 hours annually in the first year and increased financial statement accuracy and compliance.
* Oversaw the implementation of new compensation, benefit, recruiting and equity programs. Increased payroll accuracy and efficiency by streamlining processes and scale. Received multiple quarterly awards for exceeding project delivery targets by 15%.
* Managed multiple projects to create efficiencies and scale operations, including robotic processing agents, automation of testing in Kainos, machine learning forecasting in Adaptive for tax and treasury, transformation of international payroll processing, business traveler taxation, and ServiceNow transformation.
* Built relationships between functional, technical, and management teams to ensure alignment and comprehension of scope, requirements, business processes, and system capability alongside SOX and compliance.
* Implemented best-in-practice PMO tools and templates as the gold standard for PMO’s. Established Project governance and lessons learned reducing project delays by 10%
2010 — 2017
Transformed a keen understanding of existing capabilities and reporting requirements into impactful reporting and analytics for clients in close concert with HRBs, COEs, Finance, and business analytics teams. Managed data analysis and modeling, pinpointed emerging data trends, conducted gap analysis, and generated reports. Proposed improvements to business metric collection process. Defined corporate data standards for such HR data as headcount, FTE, and attrition rates.
• Originated and strengthened the efficiency and effectiveness of supporting HR Information Systems and their interaction with other proprietary and third-party systems and solutions.
• Supervised Global Workday Reporting & Analytics team in the development/maintenance of custom reports and dashboards as dictated by corporate business needs. Leveraged SAP HR, Workday, and Visier HR technology tools.
• Created workforce planning executive reports along with finance to forecast headcount, hires, and attrition to keep headcount within the budgeted framework for each business unit.
• Culled data from diverse sources to create concise and well-formatted management reports and presentation materials.
• Equipped senior PayPal leaders with insight on the comprehensive employee lifecycle, including recruiting, staff engagement, performance management, manager effectiveness, diversity, compensation, org design, and retention.
• Delivered on-demand dashboards to 300+ Human Resources leaders after introducing the Visier analytics platform.
• Slashed ad-hoc reporting requests by 50% after by establishing a corporate site to handle the most requested reports and fields as dictated by employee needs. Achieved the Six Sigma Green Belt designation.
2006 — 2010
2006 — 2010
Lehi, Utah
Executed business intelligence (BI) and business performance management (BPM) with BI and analytical reporting packages such as SQL, Analysis Services, and SSIS. Orchestrated forecasting and metrics definition for corporate strategic goals, including sales, customer service, marketing, promotions, and quality. Reviewed and evaluated business decisions, recommending viable solutions.
• Individualized financial forecasts by country and product line, identifying key business drivers. Statistical analysis of promotion and marketing programs.
• Converted key business reporting metrics to a process and database design technology solution, driving standardized and easy to use data analysis and reporting system.
• Defined the project vision, prioritized product priorities, and capitalized on the ROI/Agile methodology as Product Owner of a data warehouse initiative.
2005 — 2006
2005 — 2006
Salt Lake City, Utah
• Partner with technology team to deliver a world-class application with input from customers, prospects, advisory teams and internal product experts. Support development of and updates to content for training, marketing and internal communication materials. Provided overall direction of the Product Sales Support and Analysis.
Education
University of California, Riverside
MBA
2002 — 2005
University of california, santa barbara