Jan 2025 – Sep 2025 · 8 mos · Ottawa, Ontario, Canada · Remote

• Key Project(s) -
• Government ERP Rollout for Low-Income Energy Program: Enabled operational efficiency for service delivery to 2,800+ households by implementing an ERP platform that streamlined application, eligibility, and enrollment workflows across government, utility, and vendor stakeholders
• Roles and Responsibilities -
• Redesign workflows to improve time-to-service and align system delivery with public service objectives
• Improve team velocity through Agile sprint planning, backlog prioritization, and structured cross-functional coordination in Trello
• Increase operational clarity by defining end-to-end workflows, user stories, and wireframes using Confluence and Figma
• Strengthen long-term sustainability by developing scalable training documentation and handover materials
• Ensure privacy and accessibility compliance by embedding regulatory standards into platform design

Jan 2024 – Sep 2025 · 1 yr 8 mos · Ottawa, Ontario, Canada · Remote

• Key Project(s) -
• Startup Infrastructure Build-Out: Designed lean organizational processes and developed an Airtable-based task management system to support cross-functional visibility and operational clarity
• LegalTech MVP Strategy: Defined and launched an MVP to enter Florida’s $7B legal market, reducing a 30-minute manual documentation process to a 10-minute AI-enabled workflow, increasing efficiency and positioning the solution for rapid adoption
• Competitive Audit - AI in Intellectual Property: Conducted a strategic audit of 12 global competitors in the AI-enabled IP space, identifying differentiation opportunities and informing product direction and GTM strategy
• Vendor Selection and Evaluation: Gathered requirements, developed scoring frameworks, and led the selection process to ensure objective, data-informed vendor decisions aligned with product and technical goals
• Roles and Responsibilities -
• Partner with early-stage startups to define product vision, market entry strategies, and operational frameworks that support scalable growth
• Translate strategic goals into executable delivery plans, prioritizing features and initiatives aligned with user needs and business outcomes
• Establish lightweight internal systems for task tracking, documentation, and cross-functional coordination using tools like Airtable
• Support vendor evaluations by gathering requirements, defining weighted scorecards, and facilitating structured, objective decision-making
• Conduct competitive research and analysis to inform product differentiation, pricing models, and go-to-market planning

May 2019 – Dec 2023 · 4 yrs 7 mos · Seattle, Washington, United States · Hybrid

• Key Project(s) -
• Revenue Recognition System Implementation (Technology): Cut month-end close time by 30% by deploying a unified Salesforce and RevPro platform across six business lines, using Jira
• Enterprise Data Migration (Technology): Ensured continuity for $3.6B in revenue through zero-defect migration from legacy platforms
• Compensation Workflow Remediation (Telecom): Eliminated $1.5M in bonus overpayments by fixing calculation workflows and closing control gaps
• Licensing & Contract Management Optimization (Software): Boosted license renewal rates by 20% and reduced onboarding time by 70% through streamlined CLM and volume licensing
• SOX Controls Remediation Program (Telecom): Remediated 450+ controls and cut audit findings by 70%, reinforcing internal compliance credibility
• BCBS 239 Compliance Framework (Banking): Prevented $14M in fines by delivering a traceable, data-driven testing framework for global reporting
• Compliance Portfolio Dashboard (Telecom): Enabled real-time visibility and KPI tracking via a Power BI dashboard for compliance and legal teams
• Post-Merger Technology Integration (Banking): Accelerated synergy realization by aligning systems and roadmaps across three merged institutions
• Voice of Customer – YMCA SoCal (Nonprofit): Shaped equitable post-COVID offerings by gathering and analyzing regional community insights
• Business Development & Team Growth (Professional Services): Contributed to $10M+ in new wins through team coaching, recruiting, and proposal design
• Roles and Responsibilities -
• Led high-impact programs across finance, compliance, and tech for global clients
• Aligned business goals with delivery by defining roadmaps, governance models, and KPIs
• Owned Agile execution, managing sprints, user stories, and stakeholder updates
• Delivered cross-functional coordination, risk mitigation, and scalable documentation
• Mentored junior staff, supported proposal development, and contributed to team capability-building

May 2015 – May 2019 · 4 yrs

• Key Project(s) -
• Risk Forecasting Engine Development: Led the development of a SAS-based risk forecasting engine for $50B+ in assets, ensuring compliance with CCAR and IFRS 9 requirements
• Liability Forecasting Automation: Reduced processing time by 60% through automation of manual forecasting workflows, improving operational efficiency
• Pricing Forecast Accuracy Enhancement: Increased forecast accuracy by 95% by automating pricing models and eliminating manual calculations
• Capital Adequacy & Stress Testing Reporting: Delivered ICAAP and strategic planning reports under multiple macroeconomic scenarios to support regulatory compliance and risk analysis
• Regulatory Data Reconciliation: Conducted monthly reconciliations between Y-14M, Y-14Q, and General Ledger using SQL and SAS to ensure data consistency and reporting integrity
• Roles and Responsibilities -
• Led requirements elicitation through stakeholder interviews, workshops, and regulatory document analysis (CCAR, IFRS 9, ICAAP), translating findings into detailed BRDs, user stories, and acceptance criteria
• Reverse-engineered legacy systems and built prototypes, wireframes, and data flow diagrams to visualize enhancements and validate business needs
• Partnered with cross-functional teams (Finance, Risk, Engineering) to define business rules, exception scenarios, and data transformation logic
• Supported data governance by documenting source-to-target mappings, data lineage, and regulatory compliance logic
• Enabled timely and accurate capital adequacy, stress testing, and strategic planning reports through system improvements and reporting automation

May 2014 – Sep 2014 · 4 mos · Greater Boston Area · On-site

• Key Project(s) -
• Fashion Supply Chain Sustainability Study: Improved supplier visibility by 25% through in-depth market analysis and designed a scalable, sustainability-driven value proposition
• Roles and Responsibilities -
• Conducted market research and supply chain analysis focused on sustainability in the fashion industry
• Defined value proposition strategies to support long-term competitive positioning

Sep 2013 – May 2014 · 8 mos · Greater Boston Area · On-site

• Key Project(s) -
• Program Impact Optimization: Improved enrollment and retention by 15% through KPI analysis; increased outreach effectiveness by 20% by integrating stakeholder feedback across the U.S., Pakistan, and Afghanistan
• Roles and Responsibilities -
• Evaluated key organizational metrics to improve educational program outcomes
• Facilitated cross-border collaboration to align stakeholders and strengthen impact

Sep 2012 – Dec 2014 · 2 yrs 3 mos · Boston, Massachusetts, United States · On-site

• Key Project(s) -
• E-Commerce Privacy Study: Analyzed privacy policies from 500 global websites to assess regional compliance differences
• Healthcare Informatics Curriculum Review: Evaluated U.S. university programs based on degree structure, delivery format, and relevance
• Roles and Responsibilities -
• Conducted primary and secondary research, data extraction, and qualitative analysis
• Developed frameworks for benchmarking privacy practices and academic curricula