Rick Lundgren

Finance & Technology Leader | Chief of Staff | Enterprise Transformation, PMO & Finance Systems

Strategy and operations executive with 20+ years aligning finance, technology, and operations to translate vision into measurable business outcomes. Proven leader in finance systems modernization, PMO/governance, data governance, and organizational change across Fortune 100 and global nonprofits—delivering $147M+ in business value and $4M+ in recurring savings. Trusted advisor to executive teams who builds high-performing cross-functional organizations, establishes governance and prioritization frameworks, and accelerates strategic execution. MBA, PMP.

Rick Lundgren

Experience

  • Compassion International

    Compassion International

    Director, Finance Technology (Finance Systems and Data Teams)

    May 2024 - Present

    • As Director, Global Transformation, I lead the Finance Center of Excellence, Financial Systems, and Financial Data Teams, driving initiatives that align operational excellence with organizational well-being.
    • My primary objectives include:
    • Managing transformative finance projects alongside day-to-day business operations.
    • Developing and implementing capacity management processes to optimize efficiency while fostering employee well-being across the organization.
    • Establishing change management and process improvement methodologies to drive continuous improvement and innovation.
    • Standardizing file storage, mapping, and shared document repositories to ensure seamless collaboration through a unified system.
    • Passionate about delivering impactful solutions, I am committed to enhancing financial processes and empowering teams to achieve their fullest potential in a dynamic and evolving environment.
  • BRIARCREST CHRISTIAN SCHOOL

    BRIARCREST CHRISTIAN SCHOOL

    Assistant Wrestling Coach

    May 2024 - Present

    The mission of Briarcrest Christian School is to challenge and inspire college-bound students to know and honor Jesus Christ, seek God's truth and wisdom across disciplines, and pursue excellence and integrity in academics, creative and athletic endeavors.

    • Coach and develop high-school wrestlers in technique, strength/conditioning, and match strategy
    • Plan and run daily practices, individualized skill sessions, and in-season conditioning programs
    • Prepare athletes for competitions by scouting opponents, creating game plans, and managing weight-class assignments
    • Mentor students on sportsmanship, academics, and character consistent with school mission
    • Coordinate meet logistics, travel, equipment, and communication with parents and athletic director
    • Support athlete recruitment and college-prep guidance for varsity competitors
  • FedEx Logistics

    FedEx Logistics

    IT/Finance Leader and Chief of Staff

    Mar 2021 - Jun 2024

    FedEx Logistics provides international shipping and integrated logistics solutions to support global supply chains and business needs.

    • Led globally distributed IT and finance teams delivering warehouse systems, back-office finance apps, and customer retention initiatives
    • Served as Chief of Staff to the SVP & CIO—aligning engineering, product, and operations priorities across FedEx Logistics, Global Clearance, Airline Technology, and Supply Chain
    • Built PMO governance, portfolio prioritization, and executive planning disciplines to improve delivery predictability
    • Owned program financials, business cases, and delivery metrics for multimillion-dollar transformation initiatives
    • Delivered rapid-response ‘SWAT’ teams for critical customer issues, preserving million-dollar accounts
    • Recipient: FedEx Bravo Zulu Awards (2021, 2023) and FedEx Five Star Award (2022) for transformation and service profitability
  • Intellivo

    Intellivo

    Director

    Aug 2020 - Apr 2021

    Intellivo is a subrogation and recovery intelligence company that helps health plans and insurers identify and pursue reimbursement opportunities from third-party liability payers using data-driven technology.

    • Directed operations and strategy to identify external liability signals and convert them into recoverable claims
    • Implemented data-driven identification processes that reduce member contact and increase recoveries
    • Established KPI and governance frameworks to improve case identification, throughput, and recovery consistency
    • Collaborated with product and analytics teams to refine matching algorithms and case-scoring models
    • Supported client onboarding and retention initiatives focused on measurable recovery uplift and reduced friction
    • Communicated outcomes and ROI to executive stakeholders and large health-plan clients
  • Hilton

    Hilton

    Manager, Technology and Planning

    Jan 2018 - Jun 2020

    Since 1919 Hilton has been a leading global hospitality company operating multiple hotel brands and delivering guest services worldwide.

    • Led enterprise technology planning and financial management for hospitality IT initiatives
    • Managed multi-million dollar technology budgets, forecasts, and program roadmaps
    • Implemented governance standards and vendor management improvements to increase project consistency
    • Aligned technology delivery with commercial and operations stakeholders to improve service reliability
    • Facilitated cross-functional collaboration between finance, legal, operations and IT to execute strategic initiatives
  • FedEx

    FedEx

    Program Manager (IT Applications and Financial Operations)

    Jan 2011 - Jan 2018

    • Program Manager for PMO efforts on global clearance and shipping applications supporting customs and trade operations
    • Built financial business case and led planning for the $76M CASCADE modernization program
    • Designed on-call sharing service between offshore and domestic teams, reducing critical escalations by 47.5%
    • Established portfolio governance, delivery metrics, and cross-functional execution disciplines
    • Received Bravo Zulu recognition for leadership in program financial stewardship and operational impact
  • ALSAC / St. Jude Children's Research Hospital

    ALSAC / St. Jude Children's Research Hospital

    IT Program Manager

    Jun 2009 - Sep 2011

    ALSAC / St. Jude Children’s Research Hospital is a leading pediatric research and treatment organization that supports families so they never receive a bill for treatment, travel, housing or food.

    • Program Manager for digital fundraising campaigns including Marathon and Thanks and Giving
    • Led implementation of fundraising platforms and donor-engagement technologies supporting high-volume campaigns
    • Coordinated cross-functional teams (marketing, IT, operations) to execute campaign timelines and deliverables
    • Managed vendor relationships, testing, and deployment to ensure platform reliability during peak fundraising periods
    • Awarded the One Goal Award (2010) for leadership and execution on the Thanks and Giving campaign
  • Independence High School

    Independence High School

    Assistant Wrestling Coach

    Jan 2007 - Mar 2009

    Williamson County Schools is a K-12 public school district serving approximately 42,000 students across 52 school sites in Middle Tennessee.

    • Coach high-school wrestlers in technical skills, match strategy, and weight management
    • Design practice plans, conditioning routines, and season schedules to optimize athlete performance
    • Provide mentorship focused on academics, behavior, and long-term athlete development
    • Coordinate meets, travel logistics, and communication with parents and school athletic staff
    • Foster a positive team culture emphasizing sportsmanship, safety, and personal growth
  • AIM Healthcare

    AIM Healthcare

    Sr. Business Systems Analyst

    Jan 2006 - Jun 2009

    AIM Healthcare provides healthcare technology and services focused on claims discovery, payment integrity, and operational efficiency for payers and providers.

    • Subject-matter expert for Claims Discovery applications—owning business and IT alignment for requirements, design, and delivery
    • Led requirements gathering, data mapping, ETL validation, and user-acceptance testing for claims-discovery workflows
    • Collaborated with analytics and engineering teams to improve detection rules, case scoring, and reporting
    • Worked with stakeholders to define SLAs, reduce false positives, and streamline case handoffs to recovery teams
    • Provided end-user training, documentation, and post-deployment support to operational teams
  • Bridgestone Americas

    Bridgestone Americas

    Business Process Analyst

    Aug 2005 - Dec 2006

    Since 1931 Bridgestone has focused on innovation in tires and mobility solutions, striving to set new standards across products and services.

    • MBA internship supporting projects on customer trends analysis and enterprise data storage
    • Conducted data analysis to identify customer behavior trends and supported recommendations to improve retention
    • Collaborated with cross-functional teams to define business requirements for data architecture and reporting
    • Built dashboards and presentations to communicate insights to stakeholders and support decision-making
    • Supported process-improvement initiatives to standardize data collection and improve data quality

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