Transaction experience first, then execution.

Otis needed 400+ applications rationalized and migrated so it could operate as a standalone public company after its separation from United Technologies. Earlier attempts to move a legacy mainframe platform had failed.

Worked through CMIND as a subcontractor to EY, governing application rationalization and migration and leading the mainframe move.

• 400+ applications
• ~1,000 integrations on the mainframe platform
• ~90% of North American revenue operations
• SAP and Kyriba separation support

Led the move of the legacy mainframe platform to Azure after prior failed attempts.

A business in Tokyo being divested required standalone financial statements and an assessed control environment.

Helped prepare standalone financial statements and assessed the control environment.

• Standalone financial statements
• Control environment assessment
• First-year SOX 404

Led first-year SOX 404.

A Blackstone portfolio company modernizing treasury, reporting, and data platforms.

Led treasury, reporting, data, and AI adoption workstreams.

• Treasury automation across 150+ bank accounts
• Workiva reporting integration
• ~$1M data-platform migration
• Market-data rebuild projected to save ~$375K a year
• Microsoft Copilot adoption for ~70 executives

Delivered treasury automation and reporting integration, and directed Copilot adoption for the executive team.

A ~$20M TRID regulatory program with a fixed federal deadline.

Directed the program.

• ~$20M program
• 40 to 50 people
• Fixed federal deadline

Program was ready for the original federal deadline.

Approximately $12M in annual SOX remediation under SEC oversight.

Built and led a 25-person SOX remediation team through Navigant.

• 25-person team
• ~$12M annual SOX remediation
• SEC oversight

Built the remediation team and led execution.