AI Strategy and Digital Transformation Consultant (Independent)
Boston, MA | Dec 2024 - Present
Digital Ecosystem Strategy & AI Enablement: Partnered with mid-market leaders to architect the digital strategy and modernized customer-facing workflows through high-value Agentic AI use cases; spearheaded the end-to-end digital launch and web architecture for Atlasrest.com to modernize customer-facing workflows.
LLM Validation & Quality Assurance: Led specialized evaluation for global travel leaders (Booking.com via Notion); engineered Prompt Engineering and implemented MLOps best practices for LLM validation, ensuring intent-matching accuracy and mitigating hallucinations.
Change Management: Drove 'Digital-First' adoption through high-trust partnerships, leading to the scaled digital expansion of ventures including Atlaskitchenusa.com.
Manulife Investment - John Hancock Financial | Director/Lead Project Manager
Boston, MA | Feb 2018 - Sep 2024
AI Experimentation & Enablement: Engineered project management practices using Generative AI, significantly improving efficiency and quality in a large-scale transformation program by automating progress reports, generating meeting summaries, and optimizing resource planning and communication.
Process Optimization & Influencing Sr. Leadership: Pitched and championed the 'Less is More' Grand Challenge Initiative to senior leadership, securing executive buy-in and driving $250K+ in annual IT structural savings from 2021 onward.
Automation Execution & Enterprise Transformation: Served as the primary Technical Bridge between Engineering and Finance; led the Environment Management Initiative orchestrating cross-functional efforts across a global matrix of 60+ technical stakeholders maintaining strong alignment between Engineering, Finance, and Infrastructure stakeholders; managed vendor engagement and SOW negotiations for external technical partners. Improved data completeness by 68% and reduced reporting cycle time by 40% through E2E system integration and data flow optimization for 20+ financial systems.
Globally Distributed Team Leadership: Directed a core team of 10 and a wider matrix of 60+, managing full-lifecycle talent activities (onboarding, performance, coaching) while serving as the escalation point for technical integration bottlenecks.
Risk & Issue Management: Led the modernization of middleware applications supporting 10+ Downstream Systems under a mission-critical 24-hour clock business SLA, reducing SLA breaches by 78% and improving delivery reliability by 25% through disciplined SDLC/STLC oversight within Investment Accounting Value Stream.
Governance, Risk & Compliance: Oversaw the ground-up implementation of SOX/P2G controls across 12 new financial applications, establishing best practices for access controls, data security, and incident management to ensure regulatory compliance and minimize risk.
Strategic Program Support & Modern Tech Stack Adoption: Orchestrated the on-prem to cloud migration of 20+ financial systems and the enterprise-wide SharePoint (SPO) migration of 900+ sites; established integration standards and onboarding frameworks to ensure resilient connectivity across Network, Infrastructure, and Security layers.
Cognex Machine Vision & Industrial Barcode Solutions | Technical Project Manager |
Natick, MA | Oct 2011 - Mar 2017
Enterprise Data Integration & Lead Generation: Engineered the development and deployment of an Enterprise Data Warehouse (EDW) and complex ETL pipelines, establishing a single source of truth for 100+ global users. This integration initiative directly contributed to a 14% increase in lead generation through improved data accessibility.
System Upgrades & Operational Enablement: Led the PeopleSoft Enterprise upgrade, architecting automated Payment and Remittance Advice workflows through the integration of EDI standards. This initiative reduced manual processing effort by 40% within the first month post-go-live, significantly enhancing operational efficiency.
Resource & Workflow Automation: Optimized financial operations by automating critical reporting and data file creation processes. This transition eliminated manual bottlenecks, effectively reallocating the capacity of two full-time employees (FTEs) toward high-value strategic analysis.
Archdiocese of Boston | Senior Programmer Analyst
Braintree, MA | Mar 2005 - Aug 2011
EDI Connectivity & Billing Modernization: Managed the automation of the Monthly Invoice Creation Process and established connectivity from Oracle to third-party systems via EDI integration, ensuring uninterrupted operations, minimizing disruption, and maintaining 100% accuracy in data and financial reporting; reduced the monthly invoice generation cycle from 5 days to 12 hours.
Data Integrity & Strategic Reporting: Standardized reporting workflows and data entry procedures across multiple departments, eliminating data silos and improving the accuracy of enterprise-wide monthly reporting from 75% to 95%.
Financial Architecture & Systems Migration: Architected financial systems migrations, including GL (General Ledger) data conversions and the migration of AR, EFT, and debit files.