JHP Finance and Business Services Transformation

JHP Finance and Business Services TransformationJHP Finance and Business Services TransformationJHP Finance and Business Services Transformation

JHP Finance and Business Services Transformation

JHP Finance and Business Services TransformationJHP Finance and Business Services TransformationJHP Finance and Business Services Transformation
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Progressive Thinking. Innovative Solutions. Value Realization.

Progressive Thinking. Innovative Solutions. Value Realization.Progressive Thinking. Innovative Solutions. Value Realization.Progressive Thinking. Innovative Solutions. Value Realization.

Finance and Business Services Solutions That Align to Your Enterprise Strategic Objectives to Achieve Breakaway Performance.

Connect & Converse

Progressive Thinking. Innovative Solutions. Value Realization.

Progressive Thinking. Innovative Solutions. Value Realization.Progressive Thinking. Innovative Solutions. Value Realization.Progressive Thinking. Innovative Solutions. Value Realization.

Finance and Business Services Solutions That Align to Your Enterprise Strategic Objectives to Achieve Breakaway Performance.

Connect & Converse

Finance and Business Services Transformation Consultant

JADE H. PHILLIPS

FINANCE AND BUSINESS SERVICES TRANSFORMATION CONSULTANT

ABOUT ME

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

WHO I AM & WHAT I DO

I am a strategic, high-energy leader passionate about architecting and implementing scalable operating models and other Finance and Business Services transformation initiatives 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, upskilling workforce capabilities, harmonizing business processes, and expanding automation capabilities (e.g., RPA, ML/AI).


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


Core Skills: Operating Model Blueprinting & Design • Initiative Prioritization and Transformation Roadmap & Business Case Development • Program Value Tracking • Global Business Services (GBS)/Shared Services Center (SSC) and Retained Organization (e.g., Corporate, Centers of Excellence – COEs, Functional Business Partners) Service Delivery Model Design and

Implementation • Job and Team Design • Operating Model Governance and Service Management Framework Development • Business Process Outsourcing (BPO) Evaluation, Selection, and Contracting • Enterprise Value Targeting & Strategic Cost Reduction • Post Merger Integration, Divestitures & Carve Outs • Transformation Deployment Planning & Execution • Workforce Transition Planning & Management • Talent Strategy Development & Implementation • Leadership Engagement & Alignment • Program & Project Management • Organization Change Management • Communication Planning & Execution


Exceptional collaborator and team builder skilled in talent development, active listening, and empathetic engagement.

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 (Non-Practicing)
  • 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
  • Process Mining for Automation
  • Learning XAI: Explainable Artificial Intelligence
  • Strategic Planning
  • Agile Project Management & Methodologies Foundations
  • Six Sigma Black Belt

FACTS IN BRIEF

Key Business Transformation Differentiators

  • Service Management Framework Design & Implementation (e.g., performance, management, third-party provider management, customer experience management)
  • Talent Assessment & Strategy Development
  • Leadership Engagement & Alignment
  • Transition Strategy Development & Execution
  • Change Management & Communication Planning & Execution
  • Value Case and Benefits TrackingHolistic transformation program experience (i.e., strategy development & design to implementation & post go-live support)
  • Program & Project Management
  • 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, Pharmaceuticals, Automotive & Industrial, Media & Entertainment)

Personal Success Factors

  • Value Focused
  • Service Orientation
  • Bias for Action
  • Active Listening
  • Empathy and Humility
  • Team Builder
  • Resilience

Services Provided

  • Finance and Business Services 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

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

  • 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

  • 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

  • Leadership Engagement & Alignment (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

  • 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

Why Consider an Independent Consultant?

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.

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.

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.

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

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.

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.

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.

PERSONAL CORE VALUES

Passion | Purpose | Curiosity | Intimacy | Reliability | Value Creation | Innovation | Entrepreneurship

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

Available on request.

CONNECT & CONVERSE

JHP Finance & Business Services Transformation

Cell: (312) 720-3010 Email: jadehphillips@gmail.com

JHPFinTran

Progressive Thinking. Innovative Solutions. Value Realization.

Copyright © 2024, JHPFinTran. All Rights Reserved.

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