May 2026 - Present
Charlotte, NC
Oracle EPM AI enablement Architecture
Leading SolveX as an Oracle EPM architecture and delivery practice focused on pragmatic implementation, technical clarity, and AI-enabled consulting workflows.
- Provides functional and technical leadership for large-scale Oracle EPM implementations.
- Connects architecture, automation, delivery process, and AI-assisted tooling into repeatable consulting systems.
- Partners with delivery teams and client leaders on planning, integration, and execution quality.
- Builds from the same hands-on EPM background that shaped the earlier consulting practice work.
Oct 2024 - May 2026
Charlotte, NC
Oracle SaaS Delivery systems ERP / EPM / HCM
Directed Oracle SaaS consulting delivery across ERP, EPM, HCM, and technical practices, with a focus on delivery systems, methodology, and critical project recovery.
- Led Oracle Cloud ERP, EPM, HCM, and Technical practices while aligning delivery goals to business objectives.
- Expanded consulting capacity from 65 to more than 150 consultants through two acquisitions.
- Served as executive escalation point for at-risk projects, restoring client trust and project trajectory.
- Developed internal delivery tooling, including an implementation delivery system and configuration studio.
Mar 2022 - Oct 2024
Charlotte, NC
EPM practice Planning Automation
Built and scaled the Oracle EPM consulting practice across public sector, education, and commercial work while staying close to architecture and delivery.
- Built the Oracle EPM practice from solo founder to more than 20 consultants.
- Led methodology development, recruiting, project staffing, and consultant career growth.
- Directed solution selling and pre-sales, including RFP responses, pricing, demos, and client negotiations.
- Developed proprietary EPM intellectual property and accelerators to improve implementation efficiency.
Jan 2018 - Feb 2022
Charlotte, NC
Solution architecture EPM delivery Executive alignment
Ran an Oracle EPM consulting practice focused on solution architecture, executive alignment, implementation leadership, and hands-on delivery.
- Provided functional and technical leadership for large-scale Oracle EPM implementations across industry verticals.
- Led engagements as Solution Architect, managing delivery teams, project budgets, and executive stakeholders.
- Served as primary liaison to C-level executives and board-level audiences.
- Managed mixed onshore and offshore teams through implementation phases and quality standards.
Jan 2013 - Jan 2018
Columbus, OH
Financial planning Consolidation Reporting
Managed Oracle EPM consulting work across finance transformation, performance management, and client-facing implementation programs.
- Led Oracle EPM implementations for planning, budgeting, forecasting, consolidation, and reporting.
- Managed multiple client-facing Oracle finance consulting projects and delivery standards.
- Set performance management direction with clients to improve financial processes and operational efficiency.
- Mentored emerging leaders while supporting business development and client portfolio growth.
Jun 2011 - Jan 2013
Columbus, OH
Oracle EPM Budgeting Forecasting
Started in Oracle EPM consulting with hands-on planning, budgeting, forecasting, consolidation, and reporting implementation work.
- Delivered Oracle EPM solutions for financial planning, budgeting, and forecasting.
- Implemented consolidation and reporting processes to strengthen finance system capabilities.
- Worked directly with client teams to gather requirements, design solutions, and support adoption.
- Built the foundation for a career centered on EPM systems, implementation craft, and client consulting.