RESUME
Susan L. Walls
Concord, CA
Executive Summary
Strategy Development – Business Process Improvement –
Solution Implementation
Decisive and effective Executive with a passion for strategy
development, business system optimization, and solution implementation. Proven
experience in large-scale process improvement with proficiency in identifying
and resolving organizational inefficiencies and implementing best practice
solutions. Large-scale business transformation for ERP, finance, supply chain,
HRIS, and other business processes and systems. Creative problem-solver with
the ability to assess situations quickly, think strategically and implement
tactically. Proficient in conceptualization, design and leadership of
innovative pragmatic solutions. Accomplished leader with a focus on financial
and strategic planning, finance operations and system controls, and decision
support.
SIGNATURE SKILLS
• Business Transformation • Thought Leadership • Change Leadership
• Systems Thinking • Process Optimization • Team Development
• Critical Thinking • Participative Leadership • Collaborative Style
• Consultative Style • Program Management • Relationship Management
CAREER SYNOPSIS
UNIVERSITY OF CALIFORNIA, SAN
FRANCISCO 2009
– Present
One of Ten University of California Campuses; $3.3B budget
Senior Program Manager – Strategy and Special Projects
Key member of Senior
Vice Chancellor’s Finance and Administration Strategy Team. Recruited to develop
and facilitate solutions to address the current budget and economic challenges.
• Identify and
champion strategic, sustainable cross-organizational cost reduction and
efficiency improvements in multiple areas, including Finance, IT, HR, HRIS, Procurement
and Strategic Sourcing, Capital Projects and Facilities Management, etc.
• Collaborate and
partner with key leaders to obtain buy-in, funding and support.
• Develop business cases; lead programs and/or advise
program leaders to ensure attainment of strategic objectives.
KAISER FOUNDATION HEALTH PLAN, Oakland, CA 2003 - 2008
Largest not-for-profit HMO; $40B revenue
Executive Director, National Financial Information Systems and Processes
Recruited to provide organizational
leadership for: strategic planning, selection, development, integration, and
implementation of transformational cost effective, efficient common business processes
and systems.
• Collaborated with
leadership across eight highly autonomous regions, multiple lines of business
and multiple companies to reach consensus on replacement of disparate finance
and supply chain systems and processes with a single-source ERP solution; executed
plan to eliminate redundancy, rework and waste.
• Key advisor,
change agent and Finance Business Director to constituents and teams for $356M
PeopleSoft ERP system design, development and deployment to enable efficient
streamlined processes and operational cost reduction.
• Designed,
developed, and deployed system for companywide Sarbanes-Oxley (SOX) internal
control documentation, testing, monitoring, and reporting in less than six
months; commended by Chief Financial Officer for exemplary results achieved.
• Developed and
implemented strategic solutions for providing timely, accurate financial
information and analytics to National Leadership Team and other senior
executives to facilitate informed decisions and related actions.
• Key contributor
to multiple strategic initiatives including SOX, electronic health record (EHR,
HIS, HealthConnect, EMR), self-funding, HRIS, human resources self-service, and
PeopleSoft Finance and Supply Chain.
• Directed development of $10M departmental budget, and
resulting analysis and forecasting.
CHARLES SCHWAB, San Francisco, CA 2000 - 2002
Securities Brokerage, Bank and Other Financial Services; $3.8B revenue
Vice President,Program and Project Portfolio Management
Recruited to manage and lead key
components of the $25 – $30M strategic, high-impact, high-visibility project
portfolio for Schwab Institutional – Services to Investment Managers (SIM).
• Partnered with key stakeholders to design, develop, implement, and support innovative, client-responsive web-based and desktop business solutions for clients (independent financial advisors) and internal teams through optimal utilization of technology, while effectively balancing quality, cost, scope, and time to market. Solutions included trading systems, web sites and portals, and client reporting.
• Member of the leadership team; developed business strategy, and annual and long-range plans.
• Developed business plans and presented strategic project proposals to executive finance committee for approval; managed budget development and forecasting.
• Designed, developed, and implemented SIM Project Management Methodology resulting in decreased project costs and timelines; improved resource utilization, teamwork, and collaboration; increased productivity and client satisfaction.
• Created, implemented and managed Project Management Office (PMO) function resulting in greatly improved project control and unified communication between project teams and senior management
• Developed web-based mechanism and structure for storage and retrieval of project related information for use by cross-functional and cross-organizational teams resulting in significant reduction in duplication of effort.
DELOITTE CONSULTING, San Francisco, CA 1998 - 2000
Management Consulting Partnership
Manager
Recruited to lead and deliver management
consulting services, including project management, business process
reengineering, change management, system and package implementation and
integration (including Enterprise Resource Planning (ERP) and HRIS systems such
as PeopleSoft and Oracle). Facilitated implementation of systems, business
development, and cost, project, contract, and client relationship management.
Client industries included: Financial
Services, Manufacturing, Hi-Tech, Consumer Products and Retail.
• Created and deployed rapid implementation methodology resulting in expansion of the practice to new client sectors.
• Developed multi-million dollar business proposals for financial services, manufacturing, hi-tech, and retail clients.
AG CONSULTING, San Francisco, CA 1996 - 1998
Wholly Owned Independent Consulting Subsidiary of Automatic Data Processing (ADP)
Principal Consultant
Recruited to deliver management consulting services for clients. Managed the full system development and implementation life cycle for Enterprise Resource Planning (ERP) systems, such as PeopleSoft and Oracle. Client industries included: Healthcare, Manufacturing, Hi-Tech, Higher Education and Municipalities.
• Successfully managed client relationships and led implementation of a multitude of projects; recognized for results and expertise by rapid promotion from Consultant to Principal Consultant.
• Selected by senior management to pilot ISO 9001 audits in preparation for certification; resulted in increased consultant productivity, improvement of project delivery, and increased client satisfaction.
OTHER EXPERIENCE
UNIVERSITY OF CALIFORNIA, San Francisco, CA
Project Manager - Financial Systems Implementation
ROBERT MONDAVI CORPORATION, Napa, CA
Manager, Accounting Services (Consultant)
TOSCO REFINING COMPANY, Concord, CA
Manager, Disbursements
PINEHURST LAND AND DEVELOPMENT COMPANY, Danville, CA
Controller
PACIFIC GAS AND ELECTRIC COMPANY, San Francisco, CA
Supervisor, Financial Information and Communication Services
Supervisor, Project Budget and Analysis
Supervisor, Special Analysis
Supervisor, Reporting
Control Analyst/ Internal Auditor
Accountant
EDUCATION
Masters of Business Administration (MBA) – Management, California State University, East Bay (Hayward), CA
Bachelor of Science (BS) – Accounting, California State University, Fresno, CA
Passed the Certified Public Accountant (CPA)Examination
