Chief of Staff & VP of Operations/PMO

May 2021 – Present

Originally hired by the co-founders to establish a structured PMO organization and fulfill internal operational needs. Established standards and processes for intake, prioritization, planning, delivery, reporting, KPIs, hiring, vendor selection and onboarding, M&A evaluation. Quickly built a team of 25 to support all departments and executives.

• Established standards and processes for intake, prioritization, planning, delivery, reporting, KPIs, hiring, vendor selection and onboarding, M&A evaluation.

• Designed and chaired the PMO steering committee

• Member of the executive team leading regulatory clarity, remediations, and reporting, allowing business to continue and grow during regulatory oversight

• Created and implemented Change Management process and CAB for Release Management

• Lead company OKR implementation, tracking, and reporting; Manage internal communications

• Created Capitalization definition and process

• Monitor and maintain portfolio health, partnering with executives to help them achieve KPIs

• Developed and own company incident response process; successfully lead audit response (i.e. SOC 2, regulatory bodies)

• Led company through cost saving exercise, lowering monthly burn by $10MM

• Created Go To Market plan and Playbook for all customer facing initiatives

• Responsible for overseeing monthly company payouts (i.e. monthly interest)

• Managed and chaired weekly executive meetings to drive alignment, priorities and escalate issues

Director Program Management

December 2017 – May 2021

Initially managed the Decisioning systems and Financial Risk Management project delivery, and quickly acquired management of Enterprise and backend systems (cyber security, DevOps, Big Data, Enterprise IT, tech Risk, Architecture) and international teams (AUS, CAN). Successfully co-led effort to implement SAFe. Managed four direct reports.

• Standardized project intake/prioritization, delivery, documentation, UAT, and reporting metrics for technical and nontechnical projects for product engineering organization

• Led SOX audit and remediation, saving the company $1MM in fines

• Worked with and supported nine development teams

• Managed contract negotiations and vendor integrations for respective verticals, delivering more than 40 projects regularly ahead of schedule

• Planned 2019 and 2020 roadmaps with C-level executives, including culture and diversity goals

• Led security initiatives to bolster company’s security practices and rolled out MDM, MFA, IP restrictions, and content filtering to all offices and employees

• Led the company’s first tabletop exercise and helped remediate findings, forming the Core Crisis Committee

• Implemented a software capitalization process that led to $6MM in savings

• Created the company’s first ever data source of truth used for all financial reporting and compliance needs (Layer of Truth)

• Co-led a $250MM acquisition of OnDeck that spanned every department in the company

• Regularly worked with and integrated all 3 reporting bureaus

• Led the office remodel for the VA office over four months with a budget of $400K, identifying $45K in savings