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System Owner/Project Management
Operations leader with over 20 years of management experience in the energy and financial services fields focusing on operations and customer service.
United StatesSystem Owner/Project Management at Vistra Corp
Owned and managed Vistra’s enterprise commissions system (“NewCom”), driving enhancements and resolving system gaps. Led migrations and integrations across commissions accounts and processes, including achieving a 25% efficiency gain through process optimization.
System OwnershipProject ManagementSystem EnhancementsSystem Gap ResolutionSystem migrationReportingData AnalysisSQLCross functional LeadershipProcess Optimization
Managed end-to-end commission calculation, validation, and reporting to deliver 100% on-time and accurate commission payments. Led process transitions, built and tested a new commissions system, and bridged business and IT on commission system projects.
ValidationReportingAccounts Payable CoordinationSystem Build Test Go LiveOperational LeadershipCross functional Leadership
Managed the full lifecycle of commission calculations and reporting, responding to stakeholder inquiries. Developed SQL-based solutions and validation processes that reduced research/true-up turnaround time by 70%+ and cut incorrect commission transactions by 80%.
ReportingStakeholder ManagementSQLData AnalysisMonth End ValidationPayment AccuracyUpfront vs Residual Tracking
Led a team overseeing enrollment for third-party verified sales and managed TPV and post-sale assessment vendors. Built KPI reporting, implemented scripting enhancements, and launched an analytics-driven post-sale assessment program that improved performance outcomes.
Enrollment managementVendor ManagementKPI ReportingScriptingEmail Capture OptimizationReporting and Analytics
Managed agent commission processing across multiple sales channels and led a team of analysts. Drove major process improvements using SQL automation and system redesign, including reducing payroll processing time by 80% and reconciliation turnaround time by 75%.
Commission ProcessingProcess RedesignPayroll ProcessingOperational Efficiency
Managed CDO client relationships with portfolios exceeding $1.5B and led a team of trust administrators for accurate account administration and reporting. Delivered 100% on-time distributions and reconciliations and oversaw cash management and financial reporting for structured finance products.
Portfolio ManagementTrust AdministrationAccount AdministrationDistributionAccounts ReconciliationCash ManagementStructured FinanceReconciliationsStakeholder ManagementCustomer Relationship Management
Earned a B.A. in Business Administration with a focus in Marketing from the University of Houston.