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Rick L.

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.

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Rick L.

Experience

May 2024 — Present
Compassion International

Compassion International

Director, Finance Technology (Finance Systems and Data Teams)

  • 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.
May 2024 — Present
BRIARCREST CHRISTIAN SCHOOL

BRIARCREST CHRISTIAN SCHOOL

Assistant Wrestling Coach

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
Mar 2021 — Jun 2024
FedEx Logistics

FedEx Logistics

IT/Finance Leader and Chief of Staff

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
Aug 2020 — Apr 2021
Intellivo

Intellivo

Director

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
Jan 2018 — Jun 2020
Hilton

Hilton

Manager, Technology and Planning

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
Jan 2011 — Jan 2018
FedEx

FedEx

Program Manager (IT Applications and Financial Operations)

  • 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
Jun 2009 — Sep 2011
ALSAC / St. Jude Children's Research Hospital

ALSAC / St. Jude Children's Research Hospital

IT Program Manager

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
Jan 2007 — Mar 2009
Independence High School

Independence High School

Assistant Wrestling Coach

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
Jan 2006 — Jun 2009
AIM Healthcare

AIM Healthcare

Sr. Business Systems Analyst

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
Aug 2005 — Dec 2006
Bridgestone Americas

Bridgestone Americas

Business Process Analyst

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