§ Portfolio · Case studies

Selected programs.

Seven case studies from 15+ years of capital-program delivery in the U.S. and Brazil — federal rail, higher-education bond, real-estate investment data integration, multifamily residential, regional procurement, mining, and post-acquisition M&A turnaround. Pure text by design (no client logos, no screenshots, no artifact reproduction). Current-employer programs are sector-only on /about.

01.
Digital Solutions Business Analyst Sep 2024 – Sep 2025 @ AECOM, Adaptive PgM Technologies

Amtrak Frederick Douglass Tunnel Program

$6.7B · Northeast Corridor · Washington–Baltimore

Executive program controls integration for $6.7B Amtrak NEC modernization

Context Frederick Douglass Tunnel replaces the 1873 B&P Tunnel — a chronic NEC bottleneck. The program serves 12M+ annual passengers along the busiest rail corridor in the United States and is one of the largest federally-funded rail capital programs in motion. Program-level reporting required integration across multiple platforms and disciplines under tight cost and schedule governance.

Role Owned the integration layer between scheduling (Primavera P6 XER), cost (SAP/ERP extracts), PMIS (InEight, SharePoint), and risk registers — and the executive-facing surface (Power BI dashboards plus RFI / Submittal / Correspondence / Permits trackers) that program leadership used to govern cost, schedule, change management, and risk at Program / Package / Discipline levels. Active member of the AI Working Group.

Built / owned
  • Authored cost-reporting governance and dashboard Standard Operating Procedures (SOPs)
  • Standardized SAP → CBS mapping and automated monthly refresh workflows
  • Designed executive Power BI dashboards across Summary / Cost / Schedule / Change Management / Risk-Issue Management / MTR
  • Reduced manual reporting effort and improved program-controls reporting accuracy
Primavera P6 XER SAP / ERP InEight SharePoint Power BI DAX Power Query M
02.
Project Controls Lead, PMO Jan 2024 – Feb 2025 @ AECOM, West Region PPM

Peralta Community College District — Measures A & G Bond MSA

$1B · 4 colleges + district office · California

Program controls for a $1B multi-campus higher-education capital portfolio

Context California Measures A & G bond programs fund modernization across four community colleges and the district office. Bond-funded delivery requires rigorous compliance with state oversight (DSA), Board governance, and contract-management discipline across multiple Construction Manager firms operating concurrently on dozens of projects.

Role Owned program-controls across the multi-campus portfolio: cashflow, Earned-Value KPIs, master P6 schedule maintenance, contingency drawdown, and document tracking. Built the controls discipline that tied CM-firm payment requests directly to contractual obligations, risks, and action plans — turning monthly invoicing from a transactional ritual into a program-control loop.

Built / owned
  • Implemented mandatory Monthly Invoice Compliance & Deliverables Checklist tying CM-firm payment requests to contractual obligations, risks/issues, and action plans
  • Developed integrated Program Controls Dashboard correlating WBS (schedule), CBS (cost), RBS (risk), document tracking, contingency drawdown, and % complete
  • Reviewed monthly CM updates to maintain master P6 program schedule, cashflow, and EV KPIs
  • Supported Board agenda packages, procurement amendments, and DSA certification closeouts
Primavera P6 Power BI Earned-Value Management DSA Compliance DAX Document Tracking
03.
Integration & Planning Lead · Partner of subsidiary 2021 – 2023 @ Trinus CO (S-Builders & BPO Outsourcing partner)

Trinus CO — Systems Integration & Databricks Lakehouse

50 portfolio companies · 4 cost-center typologies · ML deviation detection POC

Unified data plane for a real-estate investment platform

Context TG Core Funds had grown by acquisition into a portfolio of 50+ operating companies spanning real-estate development, BPO finance & accounting, service infrastructure, and SPVs. Each company carried its own ERP / CRM / PMIS stack with non-aligned cost-center hierarchies. Closing cycles ran 45 days; capital-allocation visibility was opaque; ML-driven performance detection was not feasible in the pre-integration state.

Role Co-led the integration and the standardization layer underneath it — the cost-center-hierarchy taxonomy that made all four real-estate typologies unifiable, the data-migration sequence across 50 source systems, and the early Python-based proof-of-concept tool that turned baselining into early-deviation detection. Plus the CRM and e-invoice API integrations (Facilita, Capys, TSE CRM, Oobj) connecting operating systems to the enterprise data lake and to the corporate payment platform.

Built / owned
  • Created standardized cost-center hierarchies for 4 real-estate typologies, enabling unified financial reporting
  • Coordinated 50 data-migration and user-training projects (ERP + PMIS) into corporate Lakehouse + ERP
  • Co-led Python-based proof-of-concept tool for early deviation detection and baseline trend analysis
  • Implemented CRM + e-invoice API integrations (Facilita, Capys, TSE CRM, Oobj e-invoice) into the enterprise data lake and corporate payment platform
  • Established Power BI control dashboards for capital-allocation visibility across the portfolio
  • Reduced monthly financial close from 45 to 20 days (~55%) and improved reporting efficiency ~70%
Architecture
50 portfolio companies (heterogeneous ERP / PMIS / CRM)
                        │
                        ▼
     ┌────────────────────────────────────────┐
     │  Standardized cost-center hierarchies  │
     │       (4 real-estate typologies)       │
     └────────────────────────────────────────┘
                        │
                        ▼
          Corporate Databricks Lakehouse
                        │
      ┌─────────────────┼─────────────────┐
      ▼                 ▼                 ▼
 Unified financial   ML deviation     Real-time
 reporting           detection        compliance
                     (Python POC)     dashboards
Azure Databricks Lakehouse Power BI Python REST APIs Facilita / Capys / TSE CRM Oobj e-invoice ERP integration
04.
Senior Project Manager May 2017 – May 2019 @ EMISA Incorporadora

Avenida Parque — 700-unit Multifamily Complex

700 units · 5 buildings · Anápolis, Goiás, Brazil

EMISA's largest post-crisis residential delivery

Context Brazil's 2016 housing-market downturn pressured incorporadoras to scale-down or defer projects. EMISA chose to keep delivering — Avenida Parque became the platform-bet that proved post-crisis execution capability and preserved investor confidence in the portfolio.

Role Owned planning, financing coordination, and construction-management delivery end-to-end. Directed design and budgeting activities, vendor procurement, and schedule controls while keeping quality and compliance with financing-program standards across all five buildings concurrently.

Built / owned
  • Multi-building scheduling with shared infrastructure constraints (parking, amenities, common areas)
  • Vendor procurement and contracting across construction phases
  • Schedule controls maintaining quality + housing-program compliance under multi-year horizon
  • Financing coordination with mortgage-program oversight
Project & Construction Management MS Project Earned-Value Management Vendor Management Multifamily Residential
05.
Construction Contract & Procurement Manager (Regional HQ) Jan 2011 – Jul 2012 @ Direcional Engenharia

Direcional Engenharia — Regional Procurement & Subcontracts

412 packages · R$89.1M · 30+ active sites · 10.3% below budget

Procurement governance across Brazil's largest homebuilder regional HQ

Context Direcional was Brazil's largest homebuilder during the period. Regional-HQ procurement had to manage scale, schedule pressure, and vendor-quality variance across many simultaneous sites — with cost discipline tight enough to preserve margin in a low-income housing segment under BNDES + Caixa funding rules.

Role Led the contracting and subcontracting cycle end-to-end at the regional level — from prequalification and standardization across 30+ sites to individual negotiation and post-award commitment controls. The 10.3%- below-budget result wasn't unit-level negotiation; it was process standardization that compounded across the portfolio.

Built / owned
  • Standardized vendor prequalification and contracting methods across 30+ active sites
  • Implemented baseline cost tracking and commitment controls
  • Negotiated ~412 packages (~R$89.1M total) at ~10.3% below budget
  • Built repeatable procurement governance scalable to additional sites
Procurement Management Subcontract Negotiation Vendor Prequalification Cost Controls BNDES / Caixa Compliance Multi-site Construction
06.
Project Manager / Project Engineer Jan 2010 – Jan 2011 @ FR Incorporadora

Anglo American Barro Alto Nickel Mine — Service Package CO-0249A

US$1.9B program · scope expansion R$288K → R$9.02M via change management

Greenfield-mine service-package delivery with PMBOK-aligned controls

Context Anglo American's Barro Alto Nickel Mine was one of the largest greenfield mining capital programs in Brazil at the time, delivered by the SNC-Lavalin / Minerconsult engineering-and-construction-management joint venture as Owner's representative. Service-package contractors operating inside a $1.9B program face strict gatekeeping on change authorization, as-built quantification, and compliance documentation.

Role Coordinated field teams and compliance meetings; ran as-built and measurement workflows under PMBOK-aligned controls. Drove the change management that expanded contract scope ~31× via documented additions and negotiated amendments — a disciplined "earn-it-by-paperwork" expansion, not scope-creep.

Built / owned
  • Coordinated field teams and compliance meetings across the service package
  • Ran as-built / measurements workflow under PMBOK-aligned controls
  • Drove change management expanding scope from R$288K to R$9.02M via documented amendments
  • Maintained owner / engineer / contractor alignment in a JV-delivered greenfield mine context
PMBOK Controls Change Management Contract Amendment Negotiation Mining / Heavy Industrial As-built Documentation
07.
Co-Lead, Integration & Organizational Turnaround 2021 – 2022 @ Trinus CO

Cipasa & Nova Colorado — Post-Acquisition Integration & Turnaround

2 acquired development firms · governance + ERP + cost-control + Investment Committee review

Post-acquisition turnaround across two real-estate development firms

Context Acquisition-driven growth at TG Core Funds required rapid integration of acquired firms into a uniform governance and reporting standard. Without that, capital-allocation decisions at the Investment Committee would be made on incommensurable inputs from each firm. The turnaround brought both firms onto a common governance + ERP backbone so capital decisions could be evaluated comparably.

Role Worked across the boundary between operational delivery and corporate governance: defined the governance frameworks the firms had to adopt, led the ERP implementation that gave finance and operations a common spine, built the cost-control models, and trained staff on the accounting and project-control functions. At the Investment Committee level, served as technical reviewer for resource-allocation proposals and CAPEX validation across both firms post-integration.

Built / owned
  • Introduced governance frameworks across both acquired firms
  • Led ERP implementation as the integration backbone
  • Built cost-control modeling aligned to corporate Investment Committee standards
  • Trained staff across accounting and project-control functions
  • Acted as technical reviewer for resource-allocation proposals and CAPEX validation at Investment Committee level
M&A Integration Governance Frameworks ERP Implementation Cost-Control Modeling Investment Committee Review CAPEX Validation

Content drawn from externally-disclosable prior-program work. Current-employer programs are intentionally out of scope here — see /about and /experience for sector-level context.