Resume Details

business operations management Request Contact Details Add to Shortlist

Summary of Experience

I am a seasoned business professional with over 20 years of experience in various roles managing and directing operations, project management, and sales and business development. I am highly technical with a proven ability to quickly develop expertise in new industries, technologies, and businesses. I have a an MBA, Technology Management, and current PMP certification.

Specialties: Operations Leadership, Business Development, Project/Program Management, Customer Service, Product Implementation

Employment Preferences

100,000 To: 200,000 USD Per Annum
San Ramon, California, United States
Full Time
Information Technology, Management, Operations, Sales
United States, El Salvador, Mexico, United States Minor Outlying Islands

Surfing Experience


Work History

Job Title Company When?
Business Operations Consultant Consultant From August 2015 To Current
As a business operations consultant for a leading financial services company, I provide insight and solutions into both Network and Sales Operations. I have provided additional insight into PMO standards, for development and implementation, as well as product development and business development.
Network Operations
• Program Managed VPN technology replacement – hardware, systems, integration/s, authentication, AD, policy
• Developed procedures and controls to improve processes for daily operations and management
Sales Operations
• Worked with internal team members to develop and implement an Enterprise Sales strategy
• Developed and implemented an internal collaboration web application to manage sales strategy, activity, pipeline, and implementation projects across business units
• Implemented processes and procedural improvements to the sales cycle
• Developed delivery processes and procedures for the implementation of Enterprise Solutions
Senior Director Delivery/PMO Endowance Solutions From May 2014 To July 2015
Endowance Solutions implements complete Cloud solutions that include, INFOR CRM, INFOR ERP products, and various BI applications. We are also experts in implementing the predefined ION/Inforce connector developed by INFOR to seamlessly integrate the INFOR ERP suites with
• Oversee and manage the delivery, implementation and project management of the company
o Manage 4 Project Managers, 4 Business Analysts, 12 developers and 4 integration architects
o Responsible for P&L (monthly and quarterly reporting)
o Responsible for utilization and billability of resources
• Utilize internal system to manage projects to scope, schedule and budget
o Standardized the delivery and implementation processes using a Agile/Waterfall SDLC methodology
o Standardized internal testing procedures/documentation – unit, system, integration (pre UAT)
o Automated a resource planning scheduler
o Identified and addressed budget overruns with reporting/workflow/visibility, process improvement and procedure implementation/standardization
o Standardized UAT process – developed/implemented a case management tool to allow for auto submission of cases, allocation of resources, and documentation of closing processes
• Ensure corporate strategy is aligned with operation’s business functions
VP Ops/Business Dev Integris From January 2008 To April 2014
• Guide corporate strategy and oversee all operations and business development including: management of staff and consultants, manage P&L (monthly and Quarterly reporting), develop and implementing business processes and procedures, creating business development plans, managing new projects, and developing marketing materials and product development roll out plans
• Provide customized technology solutions for a major healthcare provider’s revenue cycle management
o Identify revenue cycle solutions and act as a liaison between technical team and clients, assisting sales with initial requirements gathering, proposal development and presentations
• Implemented a new company-wide CRM that enabled sales team to manage client relationships seamlessly from prospect to close, and allowed operations team to manage client projects throughout the lifecycle
VP Ops/Business Dev Priority Financial From May 2005 To December 2007
• Recruited to develop and oversee the wholesale lending division
• Managed all aspects of business operations including SOP, staffing, and P&L reporting
• Oversaw the full scope of program and operational management, establishing operations processes, procedures, and performance metrics of all departmental functions including: investor relations/secondary markets, product development, sales, processing, underwriting, funding, shipping, and servicing
• Implemented a web-based software system for work-flow management of the entire loan process: scenario pricing, loan intake, processing, funding, and accounting. The system featured a password/hierarchy system that allowed employees and customers remote access to real-time information. This immediately decreased status calls and improved the overall operations turn times allowing the account manager to handle a volume of $10,000,000.00 closed loans per month
• Directed business expansion into 8 states and $40 million in loan closings per month
• Led a team of 50 sales representatives and 18 operations personnel


Qualification Field of Study Institution When?
PMP Project Management PMI From 2008 To 2008
MBA Technology Management University of Phoenix From 1999 To 2001
BS Criminal Science California State, Sacramento From 1993 To 1995

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