Resume

Senior operations, strategy, and transformation leader with 11+ years of experience driving business operations, portfolio execution, financial planning, organizational change, and cross-functional programs. Current Director of Operations managing a $50M+ portfolio, 80+ personnel, 7 sites, and a broad network of internal and external partners. Leads strategic planning, forecasting, resource allocation, operating cadence, governance, management reporting, workforce planning, procurement, vendor and contract management, internal controls, risk, and process improvement. Builds practical systems, dashboards, policies, and operating structures that translate priorities into accountable execution, improve decision visibility, strengthen operational discipline, and help leaders manage dependencies, capacity, and change. Experienced influencing across complex matrixed organizations, guiding managers and professional teams, and connecting strategy, finance, people, systems, and execution.

EXPERTISE

Business Operations and Strategy: Business Operations | Strategic Planning | Strategic Initiatives | Operating Models | Executive Decision Support | Organizational Planning | Operating Cadence | Performance Reporting | Business Reviews | Resource Alignment | Cross-Functional Execution | Stakeholder Management

Transformation and Portfolio Execution: Business Transformation | Portfolio Governance | Program Management | Project Governance | Roadmaps | Milestone Tracking | Dependency and Risk Management | Change Readiness | Process Improvement | Workflow Modernization | Implementation Planning | Continuous Improvement | Accountability

Finance, Resources, and Controls: Financial Planning | Forecasting | Budget Management | Variance Analysis | Resource Allocation | Workforce Planning | Business Cases | Procurement | Vendor Management | Contract Management | Internal Controls | Risk Management | Audit Readiness | Financial and Operational Reporting

Systems and Management Tools: Portfolio Forecasting Models | Budget Reporting Tools | Program Operations Tracker | Rate and Pricing Tool | Budget Controls Framework | Oracle PeopleSoft | ServiceNow | Smartsheet | Confluence | Microsoft Office | Google Workspace | Asana | Monday | DocuSign | Business Requirements | Workflow Improvement

EXPERIENCE

University of California, Berkeley – California PATH (Berkeley, CA) Jan 2020 - Present

Director of Operations 

Directs business operations and continuous improvement across a $50M+ research portfolio, 80+ personnel, 7 sites, and complex federal, state, and industry funded programs.

• Process Optimization: Builds standardized budget, finance, personnel, project, and asset workflows that improve controls, reporting, decision making, and operational continuity across teams and sites.

• Portfolio Management: Manages planning, forecasting, allocations, capacity, risks, and resource decisions across 15+ PI portfolios, 30+ funding partners, and 20+ contracts and grants.

• Governance and Compliance: Implements policies and controls that strengthen accountability, audit readiness, and compliance.

• Performance Analytics: Builds forecasting and budget reporting tools that surface trends, variances, and risks.

• Cross-Functional Delivery: Leads an 8-member operations team and partners with 10+ shared service offices.

George Washington University – Global Initiatives (Washington, D.C.) Jul 2018 – Jan 2020

Lead Department Administrator

Improved global program operations, finance, personnel management, and service delivery for a 50 person department.

• Process Improvement: Standardized workflows, documentation, tracking, and administrative practices across programs.

• Operations: Managed five reports and cross-functional finance, HR, vendor, and service delivery activities.

• Financial Management: Planned budgets, procurement, contracts, payments, reconciliations, and reporting.

Yohanan – Distribution Department (Purcellville, VA) Jul 2015 – Jun 2018

Department Manager

• Operations: Managed distribution workflows, staff, vendors, purchasing, and delivery.

• Process Improvement: Standardized scheduling, routes, assignments, training, and performance practices.

• Financial Management: Managed revenue, budgeting, invoicing, purchasing, banking, and resource allocation.

EDUCATION

Patrick Henry College (Purcellville, VA)  Aug 2011 – May 2015

B.A. Government / International Politics and Policy

University of California, Berkeley - Professional Development Training Courses (Berkeley, CA)

Strategic Planning and Process Improvement | Budget Planning and Financial Analysis | Leadership and Labor Relations | Research Administration and Compliance | Performance Management