👨💻 Technical Project Leadership¶
As a Technical Project Manager, I lead cross-functional initiatives that blend product delivery, system integration, and DevOps strategy. My leadership style is pragmatic, systems-oriented, and focused on aligning people, platforms, and processes to deliver measurable business value—without unnecessary complexity.
I operate across business and engineering domains, enabling secure, scalable, and compliant solutions that bridge the gap between SaaS tools, cloud infrastructure, and operational workflows.
🧩 Core Competencies¶
Project & Program Management
- Deliver complex initiatives across hybrid (Agile, Waterfall, Kanban) environments
- Lead backlog refinement, prioritization, and dependency resolution with cross-functional teams
- Define clear scope, success metrics, and delivery milestones across workstreams
- Manage risks, constraints, and issue escalation with business, engineering, and vendor stakeholders
- Provide actionable executive reporting using visual dashboards and status frameworks (e.g., RAG, RAID logs)
Cross-Functional & Technical Leadership
- Serve as the strategic liaison between technical teams, product owners, Finance, and Operations
- Drive initiatives from ideation through production, ensuring adoption and sustainability
- Bridge SaaS, ERP, DevOps, and business workflows through collaborative delivery models
- Facilitate stakeholder alignment and cross-domain decision-making using systems-level thinking
- Lead vendor coordination, integration oversight, and third-party solution alignment
Systems Thinking & Integration Strategy
- Map end-to-end workflows across ERP, SaaS, and infrastructure layers to surface risk and opportunity
- Design extensible integration architectures using native APIs, low-code automation, and file-based data exchange
- Assess upstream/downstream impact of changes, proactively mitigate scope creep and tech debt
- Align technical implementation with business policies, compliance frameworks, and data governance needs
Governance, Risk & Change Enablement
- Define process controls, escalation paths, and SOPs to reduce operational risk and increase auditability
- Build approval workflows and validation logic into tools like Smartsheet, Power Automate, and NetSuite
- Formalize training materials, stakeholder communications, and rollout plans to support adoption
- Lead post-deployment support models and transition plans for long-term maintainability
- Champion feedback loops with business teams to iterate and improve after launch
🏦 Ramp + NetSuite Integration | AP Process Reform¶
- Led rollout of Ramp's native NetSuite integration (Ramp Plus) to replace spreadsheet-based transaction coding
- Coordinated setup of GL mapping, vendor alignment, and sync validation with Finance and IT teams
- Established controls for data quality and governance, reducing AP cycle friction and reconciliation lag
Role: Technical Project Manager
Scope: Finance + IT, Ramp API, NetSuite CSV imports
Results: Reduced manual effort, improved accuracy, increased visibility into AP aging
📁 Box → Vena Forecast File Intake Streamlining¶
- Resolved delays and file inconsistency in financial forecast uploads to Vena via Box
- Introduced structured folder hierarchy, naming conventions, and file intake validation via Smartsheet
- Partnered with Finance and FP&A teams to reduce reliance on email-driven coordination
Role: Technical Project Manager / Systems Engineer
Scope: Finance operations, Box file management, Vena ingestion
Results: Improved traceability, submission QA, and timeliness of forecasting process
📊 Financial Reporting QA Workflow with Smartsheet¶
- Developed a Smartsheet-based tracking system to support financial data handoff between business units and the Finance team
- Enabled consistent review of uploaded forecast and budget data by mapping file locations, submitters, and timestamps
- Supported FP&A workflows by improving visibility into submission completeness and reducing email-driven coordination
Role: Technical Project Manager
Scope: Finance operations, Box file intake, Smartsheet tracking
Results: Improved data handoff clarity, reduced missed submissions, and supported timely ingestion into downstream systems
🧪 GitHub Actions + Azure DevOps Automation¶
- Supported cloud automation and CI/CD pipeline adoption using GitHub Actions and Azure Functions
- Scoped, tested, and deployed automated workflows for ETL jobs and system monitoring
- Collaborated with engineers and DevOps stakeholders to codify processes and reduce toil
Role: Technical Project Manager / Systems Engineer
Scope: GitHub Actions, Azure Functions, internal DevOps enablement
Results: Hardened deployment flows, reduced failure points, and increased release velocity
🔑 Leadership Mindset¶
- Prioritize the path to value. Every decision is grounded in what removes bottlenecks, accelerates delivery, or mitigates risk.
- Own the outcome, not just the project. Delivery isn’t done until it’s working, adopted, and supported.
- Stay architecture-aware. Even when not hands-on, I map and challenge technical designs to ensure sustainability and fit.
- Translate, bridge, align. I speak the language of engineers, analysts, finance leads, and execs—building consensus across silos.
- Adapt fast. I quickly ramp up on new systems, processes, or platforms to eliminate dependencies and lead confidently.
🧰 Tools & Platforms¶
- Cloud & DevOps: Azure Functions, Azure App Insights, GitHub Actions, CI/CD, serverless
- ERP & Finance: NetSuite, Vena, Ramp, Checkbook.io
- Automation & Workflow: Power Automate, SuiteScript, Smartsheet, Box API
- Project Execution: SharePoint, Office 365, Excel, Asana, hybrid Agile
- Product/UX Planning: Balsamiq for wireframes, Visio for workflows, Smartsheet for stakeholder documentation
For detailed documentation, architecture diagrams, or role-specific case studies, contact me.