- Bio
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Director of Business Operations for Pittsburgh Electrical Insulation (PEI), responsible for managing day-to-day operations which include financial reporting, vendor management, HR, and Marketing responsibilities.
Formerly a consultant for a number of Fortune 500 companies in Pittsburgh and surrounding areas. Prior to that, worked as a Business Analyst for JP Morgan Chase in the IT Risk Department.
Experienced in project management, requirements documentation, software testing, and familiar with SDLC and Agile project methods.
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Recent projects
(2) - E-Commerce Site Build Using BigCommerce or Other Platform
PEI would like to create a user-friendly e-commerce site for B2B (Business-to-Business) Sales for our customers. PEI would like students to: 1) Assessment & Selection: Perform an assessment of B2B platforms that PEI can utilize (BigCommerce is preferred solution right now, but we are willing to explore other options) and present the recommended B2B platform to use based on research. Requirements for site selection will be: Usability (ability for an in-house marketing team to make updates to it), Security (ability to securely accept payments & manage customer accounts), and Flexibility to meet B2B business requirements (I.e. ability to use "Terms" pricing for repeat customers for invoicing, input customer's FedEx/UPS Account to charge for shipping, and have a separate "Bill To" location and "Ship To" location) 2) Site Creation: Once the platform has been selected, PEI would like students to create a new e-commerce website using information provided both by PEI and via migration of data from our existing website: www.peipittsburgh.com 3) Site Testing (Agile Methodology): Throughout the site creation process - students should work with PEI representatives and as a project team to test site functionality and usability in the different personas of: External Customers Internal Marketing Team (making updates to product listing) Internal Sales Reps (sending quotes to customers) Internal Fulfillment (Shipping / Receiving team) Project Goal: Successfully launch a user-friendly e-commerce site for the B2B Industry that can be maintained by non-IT professionals
E-Commerce Site Build Using BigCommerce or Other Platform
PEI would like to create a user-friendly e-commerce site for B2B (Business-to-Business) Sales for our customers. PEI would like students to: 1) Assessment & Selection: Perform an assessment of B2B platforms that PEI can utilize (BigCommerce is preferred solution right now, but we are willing to explore other options) and present the recommended B2B platform to use based on research. Requirements for site selection will be: Usability (ability for an in-house marketing team to make updates to it), Security (ability to securely accept payments & manage customer accounts), and Flexibility to meet B2B business requirements (I.e. ability to use "Terms" pricing for repeat customers for invoicing, input customer's FedEx/UPS Account to charge for shipping, and have a separate "Bill To" location and "Ship To" location) 2) Site Creation: Once the platform has been selected, PEI would like students to create a new e-commerce website using information provided both by PEI and via migration of data from our existing website: www.peipittsburgh.com 3) Site Testing (Agile Methodology): Throughout the site creation process - students should work with PEI representatives and as a project team to test site functionality and usability in the different personas of: External Customers Internal Marketing Team (making updates to product listing) Internal Sales Reps (sending quotes to customers) Internal Fulfillment (Shipping / Receiving team) Project Goal: Successfully launch a user-friendly e-commerce site for the B2B Industry that can be maintained by non-IT professionals
E-Commerce Site Build Using BigCommerce or Other Platform
PEI would like to create a user-friendly e-commerce site for B2B (Business-to-Business) Sales for our customers. PEI would like students to: 1) Assessment & Selection: Perform an assessment of B2B platforms that PEI can utilize (BigCommerce is preferred solution right now, but we are willing to explore other options) and present the recommended B2B platform to use based on research. Requirements for site selection will be: Usability (ability for an in-house marketing team to make updates to it), Security (ability to securely accept payments & manage customer accounts), and Flexibility to meet B2B business requirements (I.e. ability to use "Terms" pricing for repeat customers for invoicing, input customer's FedEx/UPS Account to charge for shipping, and have a separate "Bill To" location and "Ship To" location) 2) Site Creation: Once the platform has been selected, PEI would like students to create a new e-commerce website using information provided both by PEI and via migration of data from our existing website: www.peipittsburgh.com 3) Site Testing (Agile Methodology): Throughout the site creation process - students should work with PEI representatives and as a project team to test site functionality and usability in the different personas of: External Customers Internal Marketing Team (making updates to product listing) Internal Sales Reps (sending quotes to customers) Internal Fulfillment (Shipping / Receiving team) Project Goal: Successfully launch a user-friendly e-commerce site for the B2B Industry that can be maintained by non-IT professionals
Work experience
Director, Business Operations
Pittsburgh Electrical Insulation
Pittsburgh, Pennsylvania, United States
May 2017 - Current
Manage day-to-day business operations including financial management, vendor management, HR, and Marketing operations.
Solutions Analyst / Consultant
BusinessForward
July 2013 - May 2017
Strategic consulting to define business problems, design solutions, and deliver a plan to execute.
Primary responsibilities included:
- Project Initiation: Development of the Statement of Work (SOW) w/ a clear communication plan & project delivery structure with timelines that are monitored and maintained throughout project
- Project Execution: Researching the current state of business processes, documenting all opportunities for improvement and providing a target state solution based on industry best practices and other forms of improvement (ex. automation, integration, reduction in unnecessary processes, and/or simplification of existing processes)
- Project Delivery: Performing training / transitions of deliverables to clients and assessing the next steps that our clients will need to perform to ensure successful implementation, including a thorough review of any lessons learned and risks that may have arose during the project
Business Analyst
JP Morgan Chase
Columbus, Ohio, United States
July 2011 - July 2013
Mediator between Business and Technology to make sure the best solutions are delivered to clients with the smartest and most secure technology available.
Experienced in providing solutions and testing requirements for the following types of applications:
- Risk Management System for User and Application Access,
- Metrics Reporting, and
- Infrastructure Management