Progressive Thinking. Innovative Solutions. Value Realization.

GBS and Finance Operating Models That Enable Breakthrough Performance

Connect & Converse

Progressive Thinking. Innovative Solutions. Value Realization.

GBS and Finance Operating Models That Enable Breakthrough Performance

Connect & Converse

GBS and Finance Operating Model Consultant

Man smiling in blue plaid blazer and glasses.

JADE H. PHILLIPS

GBS AND FINANCE OPERATING MODEL CONSULTANT

ABOUT ME

I am a strategic, high-energy leader passionate about architecting and implementing Global Business Services (GBS) and Finance operating models and other transformation initiatives that reduce cost to serve, uplift sales and revenues, and enhance customer and employee experience.

WHO I AM & WHAT I DO

I partner with organization leadership and other stakeholders to architect and implement GBS and Finance operating models and other transformation initiatives (e.g., AI/automation, outsourcing, merger & acquisition integration) supported by core ERP platforms (e.g., SAP, Oracle, Workday) that drive cost to serve reduction, sales & revenue uplift, and customer and employee experience enhancement by optimizing organization structures, harmonizing business processes, upskilling workforce capabilities, and expanding the use of technology.

Experienced across multiple functions including Finance (e.g., Record to Report - RTR, Accounts Receivable - AR, Accounts Payable - AP, Finance Planning & Analysis - FP&A, Financial Reporting, Finance Decision Support, Controllership), HR, Procurement, Sales Operations, Pricing Operations & Margin Management, Customer Service; industries (e.g., Retail, Hospitality, Chemicals, Pharmaceuticals, Technology, Industrial Equipment); and global regions (e.g., North America, Europe, India, and China).

Core Skills: GBS)/Shared Services Center (SSC) Operating Model Design & Implementation including Retained Organization (e.g., Corporate, Centers of Excellence – COEs, Functional Business Partners, AI & Automation) • Governance & Service Management Framework • Initiative Prioritization and Transformation Roadmap & Business Case Development • Program Value Tracking • Job and Team Design • Workforce Transition Planning & Management • Talent Strategy Development & Implementation • Leadership Engagement & Alignment • Program & Project Management • Organization Change Management • Communication Planning & Execution • Business Process Outsourcing (BPO) Evaluation, Selection, and Contracting

FACTS IN BRIEF

Business Transformation Experience and Skills Differentiators

Clear Transformation Vision
Leadership Alignment & Involvement
Holistic Operating Model & Organization Design
Service Management Framework (e.g., performance, management, third-party provider management, customer and employee experience management)
Journey & Program Management
Change Management & Communication
Value Case Management & Benefits Tracking
Transition Management Strategy
Targeted Talent Management Strategy
Experience across multiple functions (e.g., Finance, HR, Sales Support, Procurement), industries, and global regions (e.g., North America, Europe, India, China)
Experience within multiple industries (e.g., Retail, Hospitality, Chemicals & Ingredients, High Technology, Pharmaceuticals, Automotive & Industrial, Media & Entertainment)

Personal Leadership Attributes

Value Focused
Bias for Action
Active Listening & Empathy
Effective Team Builder & Developer
Resilience
Lifelong Learner

EDUCATION

Master of Business Administration

Northwestern University - Finance and Organizational Behavior

Bachelor of Business Administration

University of Wisconsin at Milwaukee - Accounting

CERTIFICATIONS & TRAINING

Certified Public Accountant (Inactive)
Demystifying ChatGPT and Generative AI
Data and Disruption: Mastering AI and ML for Finance (Workday)
Leveraging Generative AI in Finance & Accounting
Intelligent Automation Foundations
RPA, AI, and Cognitive Tech for Leaders
AI in Financial Forecasting
Learning XAI: Explainable Artificial Intelligence
Strategic Planning
Agile Project Management & Methodologies Foundations
Six Sigma Black Belt

Services Provided

Operating Model Strategy Development

Finance and Business Transformation Objectives & Outcomes Alignment to overall enterprise business strategy
Current State Performance Assessment & Baselining
Key Stakeholder Expectation Validation (e.g., Voice of the Customer)
Service Delivery Model Design (e.g., Business Partnering Teams, Centers of Expertise, Shared Services, Business Process Outsourcing)
Process Model Definition, Design, and Validation
Future State Work Activity Splits & Placements within the Service Delivery Model
Transformation Opportunity Identification & Prioritization (e.g., intelligent automation, process standardization/harmonization, work elimination)
Service Management Framework Design & Implementation (e.g., performance, management, third-party provider management, customer experience management)
Transformation Initiative Sequencing & Roadmap Development

Organization Design (OD)

OD Approach Development & Validation
Organization Structure Design
Group, Team, and Role Design
Group & Team Sizing and Optimization
Organization Deployment Strategy, Development, Planning, and Implementation

Journey Management & Value Realization

Leadership Alignment & Involvement (e.g., program objectives & key outcomes)
Work plan Development & Management
Program & Project Management (e.g., key milestones, issues & risks)
Weekly Status Reporting (e.g., weekly dashboard creation & meeting facilitation)
Program Steering Committee Preparation & Support
Business Case Development & Management
Program Value Realization Tracking

Organization Change Management & Communication

Stakeholder Engagement & Alignment (e.g., change impacts, change actions, role-based personas)
Change Management Strategy Development, e.g.:
- Change Adoption Strategy & Measurement Approach
- Change Action Definition: Organization Design, Communication, Upskilling, Training
- Future State ‘Day in the Life’ Scenario Development
Change Management & Communication Plan Development (e.g., role-based change journey designs)
Change Readiness Assessments (e.g., awareness, understanding, commitment, adoption)
Communication Material Development

Transition Planning & Execution

Transition Approach Development & Validation (e.g., sequencing & timing, knowledge transfer)
Transition Plan Development (e.g., group, team, individual)
Transition Execution Management & Support (e.g., monitoring, tracking, and reporting; issue identification & resolution; stakeholder sign-off)
Post Transition Support & Stabilization Support (i.e., hyper-care)
Transition Playbook Development & Execution

Talent Strategy Development

Key Capabilities & Skills Determination
Skills Catalog Development
Workforce Talent Assessment
Career Growth & Development Framework Design (e.g., career pathing profiles)
Learning & Training Curriculum Development
Role-Based and Individual Development Plan Creation

Why Consider an Independent Consultant?

Specialized Skills & Experience

Ready engagement of professionals who have deep skills and experience not readily available in-house but required to effectively drive your transformation program and increase the likelihood of attaining its objectives & desired outcomes.

Outside & Objective Perspectives

Most independent consultants have decades of experience serving clients on transformation programs like yours and will share their objective perspectives with your team. They are also less likely to be constrained by organizational politics or the advancement of personal agendas.

Journey & Program Management

Given their extensive experience leading numerous transformations and initiatives, independent consultants typically have the deep journey and program management skills, reducing the need for in-house team members to perform those activities.

Organization Change Management & Communication Expertise

Many independent consultants are skilled in executive alignment, organization change management and communication capabilities to help the organization and impacted team members successfully navigate change and progress from awareness to adoption at pace.

Assets & Accelerators

Experienced independent consultants offer assets that will help jumpstart key activities and deliverable development, including approaches, frameworks, straw-model solution options, and templates to accelerate the pace of program progression.

Defined Program Engagement

Independent consultants are engaged to complete defined activities and deliverables and achieve agreed, measurable outcomes. When the project is complete, they move on; avoiding the need for future role placement determination or severance.

Workforce Agility & Cost Savings

Engaging independent consultants allows organizations to respond with flexibility to meet its transformation program needs; additionally, it can help save both time and money for onboarding and training. Independent consultants can also help save on the costly fees of ‘big-box’ consulting firms.

GBS and Finance Operating Model Transformation Consultant

Progressive Thinking. Innovative Solutions. Value Realization.

Progressive Thinking. Innovative Solutions. Value Realization.

GBS and Finance Operating Model Consultant

JADE H. PHILLIPS

ABOUT ME

WHO I AM & WHAT I DO

FACTS IN BRIEF

EDUCATION

CERTIFICATIONS & TRAINING

Services Provided

Why Consider an Independent Consultant?

PERSONAL PURPOSE & CORE VALUES

RESUME, RELEVANT ENGAGEMENT EXAMPLES, REFERENCES, AND ASSET & ACCELERATOR INVENTORIES

CONNECT & CONVERSE

GBS and Finance Operating Model Consultant

Progressive Thinking. Innovative Solutions. Value Realization.

Progressive Thinking. Innovative Solutions. Value Realization.

GBS and Finance Operating Model Consultant

JADE H. PHILLIPS

ABOUT ME

WHO I AM & WHAT I DO

FACTS IN BRIEF

EDUCATION

CERTIFICATIONS & TRAINING

Services Provided

Why Consider an Independent Consultant?

PERSONAL PURPOSE & CORE VALUES

RESUME, RELEVANT ENGAGEMENT EXAMPLES, REFERENCES, AND ASSET & ACCELERATOR INVENTORIES

CONNECT & CONVERSE

GBS and Finance Operating Model Consultant

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