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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in leading enterprise transformation initiatives and IPO readiness programs, with a strong focus on program management, financial reporting, and compliance. Proficient in utilizing advanced project management methodologies and tools to drive cross-functional collaboration and deliver strategic objectives.
Highest-signal resume keywords
Program ManagementEnterprise TransformationIPO ReadinessFinancial ReportingStakeholder Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Program ManagementFinancial ModelingData VisualizationCritical Path AnalysisCRAID ManagementERP ImplementationsAutomationMachine LearningAI-Enabled InsightsBusiness Case Development
Soft Skills
Executive CommunicationProblem-SolvingFacilitationInfluencing Without AuthorityAnalytical Skills
Tools & Technologies
Microsoft ExcelPowerPointPower BITableauSmartsheetEnterprise Analytics PlatformsBI Environments
Industry Keywords
SOX ComplianceOperational ReadinessTransformation OfficeValue Realization OfficeProfessional Services
Tech Stack
Tools & technologiesERPTableau
About the role
Key responsibilities & impact- Lead the integrated enterprise transformation and IPO readiness program across ERP, HCM, billing, CRM, data, integrations, and related business initiatives
- Coordinate workstream project managers across functional and technical teams
- Develop and maintain the integrated master program plan, including critical path, milestones, dependencies, resources, and decision points
- Identify and remove roadblocks affecting program execution
- Manage program governance, leadership meetings, program reviews, stage gates, decision-making processes, and executive reporting
- Own the CRAID management process and ensure timely issue resolution
- Translate IPO and public company readiness requirements into deliverables, owners, timelines, and dependencies connected to SOX, financial close, revenue recognition, and audit readiness
- Provide executive updates on program health, progress, risks, critical path, and decisions
- Facilitate executive and cross-functional working sessions
- Identify, prioritize, and structure high-impact transformation initiatives aligned with strategic objectives
- Advise senior leadership by translating data, analytics, and scenarios into actionable insights
- Own transformation value discipline, including value-at-stake identification, financial impact modeling, KPI definition, and benefits tracking
- Monitor transformation performance through dashboards, analytics, and structured reviews
- Influence senior stakeholders without direct reporting authority
- Expand adoption of the internal program management framework, methodologies, and tools
- Lead a cross-functional transformation team, with direct reports added over time
- Travel independently approximately 10%
Requirements
What you’ll need- 15+ years of progressive experience in program management, enterprise transformation, or large-scale technology implementations
- Leadership of complex, multi-year, cross-functional programs
- Hands-on experience with IPO or public company readiness initiatives
- Understanding of financial reporting, internal controls, SOX compliance, and operational readiness requirements
- Experience leading large-scale, complex ERP implementations through go-live, preferably involving Finance and HCM, multiple integrated platforms, and significant business process transformation
- Experience coordinating multiple workstream project managers, managing cross-functional dependencies, removing delivery roadblocks, and escalating critical issues to executive leadership
- Bachelor’s degree required, preferably in business, finance, economics, engineering, analytics, or a related discipline
- Advanced proficiency in Microsoft Excel for financial modeling, scenario analysis, and performance measurement
- Expert-level PowerPoint skills
- Experience with automation, machine learning, and AI-enabled insights
- Experience with data visualization and dashboarding tools such as Power BI and Tableau
- Familiarity with enterprise analytics platforms, BI environments, and performance reporting systems
- Smartsheet experience for enterprise program management; Smartsheet Control Center experience is a plus
- Advanced proficiency in enterprise program and project management methodologies, tools, and disciplines, including integrated master schedules, critical path analysis, CRAID management, stage gates, resource planning, and executive dashboards
- Strong analytical, quantitative, problem-solving, executive communication, facilitation, stakeholder management, financial modeling, and business case development skills
- Ability to influence senior leaders and stakeholders without direct authority
- Experience with Workday, a modern billing platform, or a large Salesforce redesign preferred
- Experience operating within or alongside a Transformation Office, Strategy function, or Value Realization Office preferred
- Background in professional services or advisory environments preferred
- Valid driver’s license required
- Ability to work in the Plano target office at least 3–4 days per week
- Independent travel requirement of 10%
Benefits
Comp & perks- Hybrid and remote work options, depending on the role
- Health, dental, and vision coverage effective on the first day for you and eligible dependents
- 14 weeks of 100% paid leave for new parents, including adoption
- Fertility assistance program
- Generous paid time off
- Eligibility for a four-week, company-paid sabbatical after five years of service
- 401(k) employer match
- Tuition reimbursement after one year of service
- Monthly gym membership or eligible home fitness equipment reimbursement
- Award-winning team member experience and culture