Total Years of Experience: 22 Years, 4 Months
July 2023
To Present
Operations & Change Management Consultant
at GG Consulting
Location :
United States - Bostonia
• Provide Operations and change management consulting services to start-up and small-size organizations.
• Developed go-to-market insights for global launches, focusing on the U.S. and market access.
• Evaluate daily business operations and recommend Lean Six Sigma organizational changes.
• Help organizations analyze business requirements and construct action plans to reach goals.
• Generate measurable process improvements that improve quality, revenue, and efficiency.
• Maximize organizational cash flow by improving their AP/AR open balances.
• Increase foot traffic and appointment booking through follow-ups, social media, and product management.
• Improve business services, operations/finance, data management, personnel management, materials management and equipment, quality control, data collection and reporting, project and product management.
• Developed go-to-market insights for global launches, focusing on the U.S. and market access.
• Evaluate daily business operations and recommend Lean Six Sigma organizational changes.
• Help organizations analyze business requirements and construct action plans to reach goals.
• Generate measurable process improvements that improve quality, revenue, and efficiency.
• Maximize organizational cash flow by improving their AP/AR open balances.
• Increase foot traffic and appointment booking through follow-ups, social media, and product management.
• Improve business services, operations/finance, data management, personnel management, materials management and equipment, quality control, data collection and reporting, project and product management.
February 2023
To June 2023
Change Management, Multi-sites Biotech R&D & Manufacturing Operations, Engineering Lead
at Amgen Inc. / PerkinElmer Inc.
Location :
United States - Bostonia
• Led and developed global competitive intelligence efforts, gathering and interpreting medical, scientific, and competitive insights to guide strategic marketing initiatives, clinical development and R&D strategies, and business development.
• Managed lab instruments and change concepts for bio-manufacturing, quality control, R&D, and PD multi-sites.
• Coached and influenced leadership teams to drive lean behaviors and cultural change.
• Supported change management at the organizational level using appropriate tools and practices.
• Managed on-site service team to provide maintenance and support of in-scope equipment.
• Facilitated and approved purchase orders for in-scope lab instruments.
• Led monthly metric meetings with the management team in a matrix environment.
• Mentored and trained staff at client location regarding customer support and product line skills
• Ensured adequate planning, cross-training, coverage coordination to meet customer needs and operational metrics.
• Experience with continuous improvement with Medical Devices and healthcare clients.
• Ensured customer needs were met and high-quality service was delivered throughout multiple work streams.
• Interpreted SOW and associated agreements to ensure resources are deployed consistently with defined objectives.
• Implemented Good Documentation Practices (GDocP) to ensure data integrity and validation.
• Acted as liaison between on-site staff and support to escalate critical issues.
• Utilized agile scrum methodology to deliver the highest value to stakeholders.
• Accountable for all assigned staff administrative duties and Corrective and Preventive Actions (CAPA)
• Actively participated in compiling monthly and quarterly reports per the KPI/SLA requirements
• Focused on improving and implementing best practices related to GxP (Good manufacturing practice (GMP), Good distribution practice (GDP), Good laboratory practice (GLP), Good clinical practice (GCP)) procedures.
• Communicated, escalated, and addressed change controls and biohazards lab incidents.
• Managed lab instruments and change concepts for bio-manufacturing, quality control, R&D, and PD multi-sites.
• Coached and influenced leadership teams to drive lean behaviors and cultural change.
• Supported change management at the organizational level using appropriate tools and practices.
• Managed on-site service team to provide maintenance and support of in-scope equipment.
• Facilitated and approved purchase orders for in-scope lab instruments.
• Led monthly metric meetings with the management team in a matrix environment.
• Mentored and trained staff at client location regarding customer support and product line skills
• Ensured adequate planning, cross-training, coverage coordination to meet customer needs and operational metrics.
• Experience with continuous improvement with Medical Devices and healthcare clients.
• Ensured customer needs were met and high-quality service was delivered throughout multiple work streams.
• Interpreted SOW and associated agreements to ensure resources are deployed consistently with defined objectives.
• Implemented Good Documentation Practices (GDocP) to ensure data integrity and validation.
• Acted as liaison between on-site staff and support to escalate critical issues.
• Utilized agile scrum methodology to deliver the highest value to stakeholders.
• Accountable for all assigned staff administrative duties and Corrective and Preventive Actions (CAPA)
• Actively participated in compiling monthly and quarterly reports per the KPI/SLA requirements
• Focused on improving and implementing best practices related to GxP (Good manufacturing practice (GMP), Good distribution practice (GDP), Good laboratory practice (GLP), Good clinical practice (GCP)) procedures.
• Communicated, escalated, and addressed change controls and biohazards lab incidents.
August 2019
To August 2022
Organizational Change Management - Operations Director - Global Market Research & Product Launch
at Boston Blackstone Group
Location :
United States - North Providence
• Led and developed global competitive intelligence efforts, gathering and interpreting medical, scientific, and competitive insights to guide strategic marketing initiatives, clinical development and R&D strategies, and business development.
• Ensured that the conclusions and implications drawn from market research studies were objective, sound, and relevant to the underlying business questions, supported by data, and communicated effectively to cross-functional teams and commercial leadership.
• Demonstrated exceptional business & clinical acumen, strategic thinking, and an understanding of product development, sales, and marketing business practices.
• Collaborated and contributed to projects supporting the intersection of market insights with marketing, market access, sales, medical, supply, and regulatory.
• Created and led a clear strategic plan to gain insights into the global market, focusing on the US supporting the overall business needs.
• Built the foundations for a start-up R&D company focused on healthcare, biotech, and manufacturing.
• Evaluated business acquisitions in various industries, including Healthcare (urgent care, dental clinics, primary care, pediatrics care, and medical devices), Manufacturing, Electrical, and Service Sectors.
• Implemented Lean Six Sigma strategies for new processes and procedures and managed social media.
• Gathered COVID-19-related research findings and led product manufacturing and scientific lab test results.
• Managed all aspects of new product launches, including designing, testing, improving, manufacturing, shipping, and distribution. (Bariatric, Covid/ Pathogen Air Filtration)
• Experience with continuous improvement with Medical Devices and healthcare clients.
• Generated monthly financial reports and facilitated stakeholders’ meetings.
• Directed all aspects of HR, IT, project planning, product management, and market research.
• Ensured that the conclusions and implications drawn from market research studies were objective, sound, and relevant to the underlying business questions, supported by data, and communicated effectively to cross-functional teams and commercial leadership.
• Demonstrated exceptional business & clinical acumen, strategic thinking, and an understanding of product development, sales, and marketing business practices.
• Collaborated and contributed to projects supporting the intersection of market insights with marketing, market access, sales, medical, supply, and regulatory.
• Created and led a clear strategic plan to gain insights into the global market, focusing on the US supporting the overall business needs.
• Built the foundations for a start-up R&D company focused on healthcare, biotech, and manufacturing.
• Evaluated business acquisitions in various industries, including Healthcare (urgent care, dental clinics, primary care, pediatrics care, and medical devices), Manufacturing, Electrical, and Service Sectors.
• Implemented Lean Six Sigma strategies for new processes and procedures and managed social media.
• Gathered COVID-19-related research findings and led product manufacturing and scientific lab test results.
• Managed all aspects of new product launches, including designing, testing, improving, manufacturing, shipping, and distribution. (Bariatric, Covid/ Pathogen Air Filtration)
• Experience with continuous improvement with Medical Devices and healthcare clients.
• Generated monthly financial reports and facilitated stakeholders’ meetings.
• Directed all aspects of HR, IT, project planning, product management, and market research.
March 2019
To August 2019
Change Management - Market Research - Vendors Operations Consultant
at BioLabs Cambridge
Location :
United States - Bostonia
• Communicated new OCM to impacted teams and supervised rollout and post-completion results.
• Created strategic research plans and identified qualified suppliers to conduct market research studies and competitive intelligence and managed the process to engage suppliers for needed studies in a cost-effective manner and compliant with industry and company standards and policies
• Ensured the accuracy of data migration and trained employees on new systems.
• Supported new lab launch team with laboratory operations and setting up new laboratories post-move.
• Experience with continuous improvement with Medical Devices and healthcare clients.
• Managed a new IT OCM system for the procurement and accounting departments.
• Supported procurement team with finding and securing vendor discounts for lab supplies.
• Worked with lab specialist and operations manager to support daily lab operations requests.
• Created strategic research plans and identified qualified suppliers to conduct market research studies and competitive intelligence and managed the process to engage suppliers for needed studies in a cost-effective manner and compliant with industry and company standards and policies
• Ensured the accuracy of data migration and trained employees on new systems.
• Supported new lab launch team with laboratory operations and setting up new laboratories post-move.
• Experience with continuous improvement with Medical Devices and healthcare clients.
• Managed a new IT OCM system for the procurement and accounting departments.
• Supported procurement team with finding and securing vendor discounts for lab supplies.
• Worked with lab specialist and operations manager to support daily lab operations requests.
May 2017
To August 2018
Director of Operations
at Horizons Inc.
Location :
United States - South Boston
• Lead annual $12M budgeting and planning process in conjunction with the CFO; monitor progress and variances while keep senior leadership team abreast of the organization's financial status.
• Oversee annual audits (financial statements, 0MB Circular A-133, UFR, 990, 403(b) Plan), tax filings and any off-schedule audits.
• Provide oversight for investments, accounts receivable and accounts payable, including all deliverables related to general ledger and monthly/ year-end closings.
• Manage the monthly billings of contracts and grants.
• Develop accounting policies and practices; review and maintain high standards for internal controls within Accounting Office and throughout agency. • Work with Development staff to accurately plan, account for, and track pledges, gifts, and donations to the organization.
• examined and redesigned procurement processes to achieve best optimal solutions through negotiations with new and existing vendors to reduce budget expenses, and raise standards of suppliers service level agreement.
resulted in 13% savings of overall budget.
• Oversaw employees purchasing card system that resulted in cash back of 8% of all transactions in a 12-month period.
• Redesigned payroll processes and ensure finacial accuracy of wages and employees benefit's contributions and deductions.
• Oversee annual audits (financial statements, 0MB Circular A-133, UFR, 990, 403(b) Plan), tax filings and any off-schedule audits.
• Provide oversight for investments, accounts receivable and accounts payable, including all deliverables related to general ledger and monthly/ year-end closings.
• Manage the monthly billings of contracts and grants.
• Develop accounting policies and practices; review and maintain high standards for internal controls within Accounting Office and throughout agency. • Work with Development staff to accurately plan, account for, and track pledges, gifts, and donations to the organization.
• examined and redesigned procurement processes to achieve best optimal solutions through negotiations with new and existing vendors to reduce budget expenses, and raise standards of suppliers service level agreement.
resulted in 13% savings of overall budget.
• Oversaw employees purchasing card system that resulted in cash back of 8% of all transactions in a 12-month period.
• Redesigned payroll processes and ensure finacial accuracy of wages and employees benefit's contributions and deductions.
January 2017
To April 2017
Executive Financial Analyst/Consultant
at CVS Health & Pharmacy
Location :
United States
Financials Planning and Analysis, Budgeting and Forecasting.
• Serve as a Senior Executive Advisor on annual budget spending, gap and funds reallocations.
• Work on 2 months contract assignment with Enterprise Architect team balance 2017 annual budget.
• Analyze weekly forecasts to actual variances and trends, summarize, and report findings.
• Maintain and update standard daily, weekly, monthly/quarterly reports, and ad hoc requests.
• Consolidate multiple large data files in a simplified structure for executives financial decision
• Utilize Excel analysis tools, LOOKUP, PIVOTS, Charts, and What-If-Analysis.
• Daily monitor variance in budgets, forecast vs. actuals, vendor spending vs. actual demand.
• Serve as a Senior Executive Advisor on annual budget spending, gap and funds reallocations.
• Work on 2 months contract assignment with Enterprise Architect team balance 2017 annual budget.
• Analyze weekly forecasts to actual variances and trends, summarize, and report findings.
• Maintain and update standard daily, weekly, monthly/quarterly reports, and ad hoc requests.
• Consolidate multiple large data files in a simplified structure for executives financial decision
• Utilize Excel analysis tools, LOOKUP, PIVOTS, Charts, and What-If-Analysis.
• Daily monitor variance in budgets, forecast vs. actuals, vendor spending vs. actual demand.
August 2016
To January 2017
Senior Financial Analyst Consultant
at The Starbridge Group, LLC
Location :
United States
• Analyze monthly forecast to actual variances and trends, summarize and report findings.
• Maintain and updated standard monthly/quarterly reports and ad hoc requests.
• Prepare and maintain Excel based models to forecast and analyze costs and revenues.
• Research, analyze and respond to questions raised by; Executives and Business Partners.
• Proactively identify key trends and issues relevant to the business, and weigh alternatives and develop recommended solutions to senior leadership.
• Develop and analyze financial information by geography to inform and support business decisions of Executives and Area Managers.
• Participate in Corporate’s; Policies, Projects, and Change Management initiatives.
• Conduct Weekly Executive meetings and share projects updates and performance reports.
• Maintain and updated standard monthly/quarterly reports and ad hoc requests.
• Prepare and maintain Excel based models to forecast and analyze costs and revenues.
• Research, analyze and respond to questions raised by; Executives and Business Partners.
• Proactively identify key trends and issues relevant to the business, and weigh alternatives and develop recommended solutions to senior leadership.
• Develop and analyze financial information by geography to inform and support business decisions of Executives and Area Managers.
• Participate in Corporate’s; Policies, Projects, and Change Management initiatives.
• Conduct Weekly Executive meetings and share projects updates and performance reports.
June 2015
To July 2016
Corporate Analyst II, Vendors Contracts Management
at CITIZENS FINANCIAL GROUP, INC.
Location :
United States
• Managed annual budget and forecasting of entire operations of multiple banking centers including; sales, cash control, centers’ cost, losses, individual and team performance, marketing, and compliance.
• Independently executed financial analysis to address issues, draw conclusions, and find solutions.
• Rapidly elevated centers performance by identifying Key Performance Indicators (KPIs) and taking necessary actions.
• Advised Senior Management on required actions based on concluded data analysis, and recommended funds re-allocation as needed.
• Participated on weekly executives’ calls on performance and budgeting best practices and results.
- Knowledge of: GLBA, SOX, Dodd-Frank, FFIEC and CFPB guidelines and regulations.
• Independently executed financial analysis to address issues, draw conclusions, and find solutions.
• Rapidly elevated centers performance by identifying Key Performance Indicators (KPIs) and taking necessary actions.
• Advised Senior Management on required actions based on concluded data analysis, and recommended funds re-allocation as needed.
• Participated on weekly executives’ calls on performance and budgeting best practices and results.
- Knowledge of: GLBA, SOX, Dodd-Frank, FFIEC and CFPB guidelines and regulations.
October 2011
To June 2015
Financial Retail Banking Centers Management III, Multi-sites, Assistant Vice President
at Citizens Financial Group
Location :
United States
- Managed entire operations of multiple retail stores including; sales, cash control, cost, losses,
individual and team performance, marketing, human resources policies, and store operations. - Independently executed analysis to address issues, draw conclusions and recommend solutions. - Rapidly identified key performance indicators and advised Senior Management on required
actions based on concluded data analysis, and successfully elevated retails performance. - Managed Sales, budget implementation and recommended reallocation of funds as necessary.
• Recognized as top 10 Citizens Bank Performers Nationwide with 5 Stars Overall Rating by;
• Developing Detailed Forecasting, Planning, Analyzing Financial Plans Versus Actual Outcomes, and Find Key Trends in Data and Revising Accordingly to Sustain Accuracy of Short- and Long-Term Revenue Estimates
• Ensuring Staffs Adherence to Bank Compliance with 4 Consecutive Green Audits.
individual and team performance, marketing, human resources policies, and store operations. - Independently executed analysis to address issues, draw conclusions and recommend solutions. - Rapidly identified key performance indicators and advised Senior Management on required
actions based on concluded data analysis, and successfully elevated retails performance. - Managed Sales, budget implementation and recommended reallocation of funds as necessary.
• Recognized as top 10 Citizens Bank Performers Nationwide with 5 Stars Overall Rating by;
• Developing Detailed Forecasting, Planning, Analyzing Financial Plans Versus Actual Outcomes, and Find Key Trends in Data and Revising Accordingly to Sustain Accuracy of Short- and Long-Term Revenue Estimates
• Ensuring Staffs Adherence to Bank Compliance with 4 Consecutive Green Audits.
December 2008
To October 2011
Financial Analyst
at Fairmont Hotels and Resorts
Location :
United States
- Provided high level of Financial Analysis support to all Finance teams and business partners
during; budgeting and forecasting cycles, month-end reconciliations, tax filing and audits.
- Improved and developed systems capabilities and analytical functions for budgeting and
forecasting processes and reported directly to the Finance Controller.
- Supervised Cash Control, Accounts Receivable/Payable, and other general Accounting Activities - Proactively identify opportunities for operational improvements and cost savings.
• Maximized Hotel’s Cash Flow by 35% by Effective Cost Forecasting and prioritizing A/P and A/R • Increased Financial Reporting Efficiency by 25% by Unifying Departments’ Reporting Processes • Established Hotel’s Procedures for; Cash Control, Audits, and Night Auditor Revenue Reporting.
- Improved and developed systems capabilities and analytical functions for budgeting and
forecasting processes and reported directly to the Finance Controller.
- Supervised Cash Control, Accounts Receivable/Payable, and other general Accounting Activities - Proactively identify opportunities for operational improvements and cost savings.
• Maximized Hotel’s Cash Flow by 35% by Effective Cost Forecasting and prioritizing A/P and A/R • Increased Financial Reporting Efficiency by 25% by Unifying Departments’ Reporting Processes • Established Hotel’s Procedures for; Cash Control, Audits, and Night Auditor Revenue Reporting.
May 2005
To December 2008
Financial Banking Center Operations Manager
at Bank of America
Location :
United States
- Analyzed and improved processes to reduce cost, increase efficiency and maximize production.
- Presented Sales, Budget and Compliance reports, and shared best practices during meetings.
- Compared existing processes against current business and employees’ performance.
- Presented and uploaded periodic Financial, and Operational Compliance reports.
• Achieved Consistently over 120% in Quarterly Revenues by Accurately Analyzing P&L reports • Led the Region by Effective P&L Revenue Analysis, Cost Control and Forecasting • Scored Green Bank Compliance Audits 4 Consecutive Years.
- Compared existing processes against current business and employees’ performance.
- Presented and uploaded periodic Financial, and Operational Compliance reports.
• Achieved Consistently over 120% in Quarterly Revenues by Accurately Analyzing P&L reports • Led the Region by Effective P&L Revenue Analysis, Cost Control and Forecasting • Scored Green Bank Compliance Audits 4 Consecutive Years.
May 2001
To June 2005
Operations Manager
at VPNE Solutions LLC
Location :
United States
- Directed, managed, instructed, trained, and coached a staff of 50 associates.
- Analyzed and generated weekly income cash reports to identify trends and discrepancies.
- Generated weekly performance reports and executed daily balancing and audit functions.
- Managed cash control and cost and strived to maximize the organization’s revenue. • Minimized Cashier's Cash Discrepancies by 35% by Conducting Surprised Audits • Analyzed Weekly Income Cash Reports to Identify Trends and Discrepancies • Directed, Managed, Instructed, Trained, and Coached Staff of 25 Cashiers.
- Analyzed and generated weekly income cash reports to identify trends and discrepancies.
- Generated weekly performance reports and executed daily balancing and audit functions.
- Managed cash control and cost and strived to maximize the organization’s revenue. • Minimized Cashier's Cash Discrepancies by 35% by Conducting Surprised Audits • Analyzed Weekly Income Cash Reports to Identify Trends and Discrepancies • Directed, Managed, Instructed, Trained, and Coached Staff of 25 Cashiers.
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