CPA, PMP, Workday Certified Consultant

Bridging the gap between Finance and IT organizations for 25 years.  With operational accounting experience and technical expertise across multiple ERP, CRM and BI solutions, I now focus on the Workday ecosystem.  But my goals are the same as those of CFOs and Controllers, to optimize their Finance organizations.  And that means being able to architect solutions within and beyond Workday.



I work with CFOs, Controllers and other key stakeholders to implement or extend Workday Finance.  This includes ensuring the other systems and processes within the overall enterprise architecture integrated with Workday effectively.



My clients are my number one priority.  And with Workday implementations, I have found the most important factor for success is an educated client.  Workday Finance is not just a technology change.  It is a uniquely different design model from other ERP systems.  Clients that truely understand this make better decisions, before, during and after the implementation.  Having lead finance and accounting organizations in the past, I am uniquely able to guide finance leaders forward with Workday.


Workday Finance is a "Service", and it gets better every six months with each new release.  It should evolve and change as your organization grows.  And taking advantage of new feature and functions no longer require the overhead of past upgrade projects.  Organizations should have a strategy to evolve and a dedicated change management plan.  Whether it's a full and targeted functional add-on or mini sprint efforts to derive more value, I can help navigate, lead and perform to move you forward.


Workday is always only a piece of the puzzle.  In most cases it is only a hub in a far more complex landscape.  The critical revenue generating and front line operational systems that drive your day to day business are the higher priority.  That's where experience working directly with business operations leaders, sales organizations and other technology solution teams is critical.  Designing and managing to the overall enterprise architecture and data management needs is an aptitude I excel at.


  • Do you have a particular challenge you’re trying to deal with?

  • Or would just like some unbiased feedback regarding Workday functionality or capabilities?

Rockville, MD, USA


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