Manage global governance of $500M+ IT portfolio. Design, author and instruct global processes and policies. Standardize IT portfolio prioritization methodologies aligned to enterprise initiatives and roadmaps utilizing Lean and Design Thinking. Facilitate board meetings with SMEs from enterprise architecture, platforms, infrastructure, regulatory, and security to approve global initiatives aligned to the strategy roadmap. Lead team of analysts in executing consistent, reliable strategic and operational excellence.
Designed and implemented industry-leading Contract Management Program in the PACE industry using Lean methodologies. Led cross-functional team of experts from regulatory, legal, finance, marketing, and sales in developing standards aligned to federal, state, and local business compliance requirements. Reported directly to the Chief Compliance Officer and Chief Legal Officer ensuring alignment, transparency, and efficacy in policies and practices.
Non-profit project-based contract. Reviewed, improved, and updated the standards and policies for the Cool Comfort program in Los Angeles county. Designed the Cool Comfort Financing Contractor Manual as approved by the California Public Utilities Commission and Los Angeles county. Developed training materials for contractors as part of the overall onboarding procedures.
BPI-certified proctor and home energy audit inspector. Collaborated with elected officials, local and state regulators, and municipalities to develop California energy efficiency program standards and installation specifications. Traveled as a public-facing representative of the Energy Upgrade California program on behalf of the California Public Utilities Commission and San Diego Gas & Electric. Trained contractors on the approved policies and standards and provided CEUs toward their BPI re-certification.
MS Business Administration
BA English & Communications
BPI Energy Auditor