My Professional Journey

A decade of building, teaching, and solving

2016 - Present

Solution Architect & Project Manager

ATG/Cognizant – Missoula Montana

Billing system configuration, integration, and migration for upstream and downstream systems.


• GoTransverse, BillingPlatform, and Salesforce Revenue Management certified
• Configured simple to complex billing and revenue models including usage, one-time, and subscription
• Designed and configured upstream order and account migration/API integrations handling 100k+ account volumes
• Led scrum ceremonies including daily standups, sprint planning, and retrospectives
• Communicated effectively across client stakeholders, technical resources, and project managers

Solution ArchitectureProject ManagementBillingAPI IntegrationScrumGoTransverseSalesforce
Present
2016
2026

Salesforce Certified Revenue Cloud Consultant

Salesforce

Earned the Salesforce Certified Revenue Cloud Consultant credential — April 2026.

Validated expertise in designing and implementing Salesforce Revenue Cloud solutions including product catalog configuration, pricing strategies, billing and payment operations, and revenue recognition. Verify Certificate →

CertificationSalesforceRevenue CloudBilling
2025

Billing Solution Architect – Financial Services

Major Financial Services Provider

Collaborated on and delivered complex workflows to drive appropriate business logic.


• Designed and wrote SQL-based advanced reporting
• Designed and enhanced dynamic statement documents
• Delivered training to successfully hand off to customer success teams
• Handled errors quickly and independently

Solution ArchitectureSQLReportingBillingTrainingFinancial ServicesBillingPlatform
2024

Solution Architect – Transportation

Transportation Company

Delivered a complex billing cutover on a tight timeline as the 14th revenue stream integration.


• Delivered on a very tight timeline with multiple usage rating schemes
• Designed the 14th revenue stream cutover to fit into the client's existing Oracle revenue integration
• Integrated with the client's existing PEPPOL compliance framework
• Adapted the solution to fit within the client's established invoice template

Solution ArchitectureUsage RatingOracle IntegrationPEPPOLInvoice DesignTransportationGoTransverse
2024

BillingPlatform Accounting Pro Certification

BillingPlatform Academy

Partner Accounting Pro Module 5: Contract Modifications — July 2024

Verified certification in contract modifications and advanced accounting configurations. Verify Certificate →

CertificationBillingPlatformAccounting
2024

BillingPlatform Partner Pro Certification

BillingPlatform Academy

Partner Pro Module 5: End-to-End Billing with Complex Formula Products — January 2024

Verified certification in complex formula product billing configurations. Verify Certificate →

CertificationBillingPlatformComplex Billing
2023

Billing Solution Architect – Fiber Internet

National Fiber Internet Provider

Led integration design for account, order, and payment creation.


• Designed as a headless billing system with full API-driven architecture
• Delivered API playbooks for integration partners
• Led integration design for change orders, add-ons, deactivations, and dunning
• Built and maintained a trusting relationship with the client
• Mentored new resources with knowledge sharing on the GoTransverse platform and best practices

Solution ArchitectureIntegration DesignAPIGoTransverseMentorshipTelecom
2022

Solution Architect – Financial Service

Major Financial Services Provider

Collaborated on and delivered complex workflows to drive appropriate business logic.


• Designed and wrote SQL-based advanced reporting
• Designed and enhanced dynamic statement documents
• Delivered training to successfully hand off to customer success teams
• Handled errors quickly and independently

Solution ArchitectureSQLReportingBillingTrainingFinancial ServicesBillingPlatform
2021

Solution Architect – Autonomous Vehicle Data Service

Autonomous Vehicle Data Service Provider

Led solution design for complex usage rating in the autonomous vehicle data space.


• Worked to extract detailed usage rating rules from business stakeholders
• Conducted multiple demos to help the business visualize and refine their rating requirements
• Project ultimately did not go live due to evolving business requirements

Solution ArchitectureUsage RatingRequirements GatheringDemosAutonomous VehiclesGoTransverse
2020

Solution Architect – VoIP and Telecom

VoIP and Telecom Provider

Delivered custom reporting, invoice templates, and complex usage rating with unique tax treatment.


• Designed custom reports and invoice templates
• Solved the challenge of charging usage at resell rates while evaluating taxes at wholesale rates
• Navigated complex billing logic where pricing and tax basis differed across the same transactions

Solution ArchitectureUsage RatingTaxationReportingVoIPTelecomGoTransverse
2019

Solution Architect – Grocery Delivery Service

Grocery Delivery Service Provider

Built complex rating schemes with modular components for a rapidly evolving pricing model.


• Designed a modular rating scheme that allowed for flexible, interchangeable rating components
• Supported customers and sales teams who frequently changed their preferred charging models
• Delivered a billing solution that adapted to rapidly evolving business needs

Solution ArchitectureUsage RatingModular DesignPricingGrocery DeliveryGoTransverse
2018

Solution Architect & Project Manager – Online Trading Service

Online Trading Service Provider

Configured high volume usage rating for a complex billing account hierarchy.


• Designed and configured high volume usage rating to support complex billing scenarios
• Solved the challenge of supporting minimum and maximum invoice amounts across billing account hierarchies
• Managed the complexity of evaluating charges across parent-child and sibling account relationships

Solution ArchitectureProject ManagementUsage RatingBilling HierarchyHigh VolumeGoTransverse
2017

Billing Implementation Consultant – Mortgage Service

Mortgage Service Company

Configured complex usage rating to meet invoice scenarios with highly customizable rating schedules.


• Developed custom tax tables for local, federal, and international taxation to ensure accuracy
• Collaborated and communicated effectively with QA and other implementation roles
• Mentored new resources with knowledge sharing on the GoTransverse platform and best practices

ImplementationUsage RatingTaxationQAGoTransverseMentorshipTelecom
2016

Quality Assurance Specialist – Travel Expense Service

Travel Expense Service Company

Tested current and future state CRM, CPQ, Billing, and FMS platforms along with middleware systems.


• Developed deep cross-platform knowledge of complex billing and financial management ecosystems
• Built foundational understanding of the full quote-to-cash lifecycle that directly informed transition to Solution Architecture
• Rapidly learned new technologies and domain-specific terminology across enterprise implementations

QACRMCPQBillingFMSMiddlewareTestingSAP/S4HANA
2014 - 2016

Engineer & Project Manager

Evolution Composites – Sidney Montana

Certified by the Montana Board of Professional Engineers and Professional Land Surveyors.


• Supervised field operations and managed company equipment
• Used industrial engineering to improve systems and quality control
• Bridged technical engineering with hands-on project management

EngineeringProject ManagementField OperationsCertified PE
2016
2014
2012 - 2014

7th Grade Math Teacher & Varsity Basketball Coach

Sidney Public Schools – Sidney Montana

Students demonstrated measurable growth in algebraic reasoning, problem solving, and modeling.


• Intentionally designed lessons to leverage effective methods for growing student content knowledge and engagement
• Created an environment that provoked higher-level thinking and conversation
• Varsity Head Coach, girls basketball — established a positive, competitive culture
• Freshman Defensive Coordinator, football — motivated and held players accountable

TeachingCoachingMathematicsCurriculum DesignLeadership
2014
2012
2012

Secondary Math Teaching License

Montana Office of Public Instruction

Secondary Math Teaching certification — Issued May 2012.

Certified to teach secondary mathematics in Montana public schools. Issued May 2012. Expired May 2022.

CertificationTeachingMathematics
2012

Math Teacher & Freshman Basketball Coach

Missoula County Public Schools – Missoula Montana

Mathematics instruction and basketball coaching.


• Taught secondary mathematics
• Coached freshman basketball

TeachingCoachingMathematics
2012
2012
2010 - 2012

M.A. Curriculum and Instruction

University of Montana – Missoula Montana

Integrated ideas and cooperative endeavors into results-driven action plans.


• Discovered the most effective methods to position learners for academic success
• Developed a deep respect for lifelong learning and continuous improvement
• Served as basketball coach during summers 2011–2013

EducationCurriculum DesignResearchCoaching
2012
2010
2007 - 2009

B.S. Industrial Engineering

Montana State University – Bozeman Montana

Optimization of processes through model application, problem solving, and human variables.


• Utilized industrial and management system tools and knowledge across a variety of contexts
• Developed ethical leadership grounded in science, mathematics, and engineering
• Coached basketball for Bozeman Public Schools, 2008–2009

EducationIndustrial EngineeringProcess OptimizationLeadership
2009
2007
2009

Engineering Intern (EI/FE)

Montana Department of Labor and Industry

Engineering Intern certified by the Montana Department of Labor and Industry.

Certified Engineering Intern following completion of the Industrial Engineering degree at Montana State University.

CertificationEngineeringFE Exam
2005 - 2007

Engineering Studies & Basketball

South Dakota School of Mines and Technology – Rapid City South Dakota

Balanced rigorous engineering coursework with collegiate athletics.


• Played collegiate basketball while maintaining academic standing
• Developed strong time management and the ability to handle ambiguity and context shifting

EducationEngineeringAthleticsTime Management
2007
2005