Defined a future-state operating model aligned to the investment lifecycle.

Established systems of record, data mastering principles, and integration boundaries.

Built a sequenced, execution-ready implementation roadmap.

Modernized systems around the fund administrator without interrupting NAV or investor reporting.

Led global design across accounting, legal, investor relations, compliance, operations, and HR.

Coordinated ERP, CRM, CLM, HRIS, data, and middleware implementations.

Operated a centralized PMO across vendors and workstreams.

Stabilized systems and transferred ownership to internal teams after go-live.

Partnered with the value creation team to review needs and opportunities across the portfolio.

Delivered technical diligence, maturity assessments, and transformation roadmaps.

Translated investment theses into technical roadmaps with clear ownership and milestones.

Sequenced technology investments by EBITDA impact and time-to-value

Planned buy-and-build integrations across target and acquirer systems.

Consolidated fragmented platforms onto shared architecture.

Aligned ERP, CRM, and data across acquired companies

Automated back-office workflows and board-ready reporting