• Rick Lundgren

    Sr Strategy & Project Executive

     

  • Solutions Oriented. Results Driven.

    About Me

    Finance and Technology Leader with nearly two decades of solutions oriented - results
    driven experience leading strategic initiatives that drive measurable business impact. Passionate about connecting the dots across complex organizations through project and program leadership, strategy design, and execution. Adept at delivering value-added services that elevate brand and business performance.

    A dynamic leader with a proven ability to translate complex challenges into actionable, measurable outcomes. Highly effective as a strategic thought partner to the C-suite, trusted for aligning cross-functional teams, optimizing operations, and accelerating enterprise growth through innovative, customer-centric solutions.

  • The Toolkit

    The unique blend of skills that make Rick, well Rick!

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    Core Competencies

    • Strategic Oversight, Agility, and Execution
    • Project and Program Management
    • Mentorship / Coaching
    • Global People Management
    • Stakeholder Influence
    • Budgeting and P&L Management, Financial Planning
    • IT Application Delivery
    • Testing Strategy
    • HR & Finance Back-Office Application Development
    • Conflict Resolution / Risk Management
    • Demand Planning
    • Agile and Waterfall Methodology
    • Enterprise Resource Planning (ERP)
    • Warehouse Management and Labor Management Systems (WMS & LMS)
    • Change Management
    • Customer Retention
    • Vendor Management / Contract Negotiation

     

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    Professional Associations

    • Point Honduras, Board Member - 2024 to Present
    • Harvest Church Capital Improvements Committee - 2023 to Present
    • Jacob's Well Mission (Memphis) Technology Lead - 2023 to 2025
    • Elder, Harvest Church Memphis - 2019 to Present
    • MSRCT Financial Board of Directors (FedEx) - 2016 to 2018
    • MTSU Technology Advisory Board - 2004 to 2006

     

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    Education and Training

    • Leadership Accelerator Program (Leading Leaders) - 2023
    • FedEx Emerging Leaders Program - 2022
    • Certified Scrum Master, Scrum Alliance - 2014
    • Project Management Professional (PMP) certification - 2011
    • MBA, Finance, Middle TN State University - 2006
    • BBA, Computer Information Systems, Middle TN State University - 2005

     

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    Experience

    Director, Global Transformation (Finance System and Data Teams)

    Compassion International | Remote | 2024 – Present

    Lead the Finance Center of Excellence, Financial Systems, and Financial Data teams, driving enterprise-wide initiatives that embed operational excellence into the PMO. Focused on scaling finance technology tools to reduce operational costs and unlock new revenue opportunities.

    Transformation (Center of Excellence):

    • Founded and scaled a Finance PMO from the ground up to manage transformational initiatives across finance and people technology, including process design, tool acquisition, team formation, and governance implementation.
    • Directed the creation of a product backlog and successfully implemented SAFe Agile methodologies within the Finance team to accelerate delivery and improve transparency.
    • Established robust change management and process improvement frameworks, fostering a culture of continuous innovation.
    • Designed and deployed a capacity management process to optimize team efficiency and productivity while promoting employee well-being across the organization.

    Financial Systems:

    • Led a comprehensive enterprise-wide assessment and mapping of all finance technology tools across the organization, identifying redundancies and unlocking opportunities for system consolidation and vendor rationalization.
    • Developed a strategic roadmap to streamline financial operations, reduce licensing and support costs, and enhance interoperability across platforms—resulting in improved data accuracy, reduced manual effort, and stronger ROI on technology investments.

    Data Governance:

    • Established and led the Finance Data Steward Team, creating a governance framework to ensure data integrity, regulatory compliance, and alignment with enterprise data strategy.
    • Championed a culture of data accountability and transparency, positioning the team as a critical enabler of digital transformation and analytics maturity.

    Chief of Staff and Special Projects Executive (to SVP), Engineering & IT

    FedEx Logistics | Remote | 2021 – 2024

    Proven leader in global IT operations, enterprise program management, and strategic transformation. Expertise in SaaS implementations, PMO leadership, vendor optimization, and executive-level communications. Trusted advisor to C-suite with a track record of delivering multimillion-dollar savings and driving innovation across complex, matrixed organizations.

    IT Leadership & Global Program Management:

    • Directed globally diverse teams across software development, customer retention, SOC compliance, and annual operating planning.
    • Led multiple SaaS implementations of Manhattan and JDA Warehouse Management Systems (WMS), each exceeding $10M in budget, delivering scalable logistics solutions.
    • Spearheaded go-to-market strategy development, accelerating customer onboarding by 30% and expanding reach into Asia and Latin America.
    • Technical lead for Workday ERP implementation in Canada, ensuring seamless integration and compliance.
    • Founded and chaired the IT Steering Committee and Change Advisory Board, streamlining production release governance and improving end-user adoption.
    • Built and deployed EHS application using the Intelex platform, enhancing compliance and safety tracking.
    • Developed a UAT strategy that reduced production defects by 18%, improving software quality and customer satisfaction.
    • Introduced a follow-the-sun development model, enabling continuous global software delivery.
    • Authored the business case for core WMS modernization, securing $20M in corporate funding.
    • Led vendor transformation initiatives, achieving $4M in annualized cost savings while preserving critical business knowledge.
    • Revitalized the SOC Audit Program, reducing qualified reports by 75% and IT exceptions by 50%, saving $3M+ in penalties.
    • Created SVP-level communication strategy to align messaging across executives, engineering, IT, and customers.
    • Oversaw IT contract financials (fee payments, P&L, MHE), balancing cost control with strong vendor relationships.
    • Instituted defect tracking and training protocols, reducing release-related defects by 23%.

    PMO Leadership & Operational Excellence:

    • Founded and led a PMO supporting 37+ customers across 5 business verticals, managing portfolios from $800K to $50M.
    • Developed a multi-year corporate roadmap, guiding strategic prioritization and resource allocation.
    • Built Power BI dashboards to report project health, milestones, and risks to executive stakeholders.
    • Cultivated a culture of continuous improvement, enabling early risk detection and saving two multimillion-dollar accounts.
    • Implemented timekeeping and budget controls, eliminating overspend and enhancing forecast accuracy.
    • Launched a staff training program, increasing successful project delivery by 10%.
    • Provided executive oversight for FedEx Drive initiatives, delivering $2M in operational savings.
    • Established a PMO Center of Excellence (CoE) for governance, scope control, financial management, and customer-centric delivery.

    Chief of Staff – Engineering & IT:

    • Partnered with C-level executives to define and execute strategic direction for FXL Engineering, Global Clearance, and Supply Chain IT teams (600+ headcount).
    • Supported HR operations for 3 VPs and 12 Directors, including H1B and business visa processes.
    • Designed a comprehensive onboarding program to foster cultural integration and team engagement.
    • Created annual metrics tracking using MBOs and KPIs to measure progress across compliance, sourcing, staffing, and operations.
    • Managed executive communications from SVP to EVP, CTO, CIO, and CEO levels, including town halls and strategic briefings.

    Awards & Recognition:

    Bravo Zulu Award (2023) – For leading the Global Workforce Optimization Initiative, a major business transformation effort.

    FedEx Five Star Award (2022) – FedEx’s highest honor for enhancing service profitability.

    Bravo Zulu Award (2021) – For forming a rapid-response “SWAT” team that resolved critical customer issues, saving a multimillion-dollar account.

    Program Director (Contract)

    Intellivo (Formerly Benefit Recovery Group) | Memphis, TN | 2020 – 2021

    Directed a team of five specialists in managing and optimizing enterprise compensation and financial recovery operations.

    • Revenue Optimization: Led a strategic transformation of the compensation recovery program, achieving a 41% year-over-year revenue increase, growing returns from $1.2M to $1.7M in just six months.
    • Process & Cost Efficiency: Implemented a new payment processing system that delivered a 2% revenue uplift ($24K) and 30% annual cost savings ($61K) through streamlined operations and automation.
    • Portfolio Governance & Visibility: Developed and deployed a comprehensive project and portfolio tracking system to monitor intake, approvals, risks, milestones, resource allocation, and budget performance.
    • Performance Management Strategy: Designed and launched a KPI-based performance management framework to drive operational excellence, accountability, and continuous improvement across teams.

    Manager, Technology and Planning

    Hilton Worldwide | McLean, VA and Memphis, TN | 2018-2020

    Oversaw a diverse portfolio of technology projects supporting products and services across cloud and on-premise environments.

    • Budget Planning: Developed and managed cost center budgets and project forecasts across four business verticals, each with annual budgets exceeding $25M, aligning financial planning with roadmap execution.
    • Enterprise Systems: Provided management and consulting leadership for complex back-office systems supporting finance, audit, and time & expense operations, ensuring scalable and compliant solutions.
    • Vendor Operations: Directed vendor support processes for invoicing, billing, accounts receivable (AR), and accounts payable (AP), optimizing financial workflows and vendor performance.
    • Process Standardization: Implemented new organizational processes to drive consistency and standardization, improving project documentation and enabling cross-team knowledge sharing.
    • Cross-Functional Collaboration: Managed strategic relationships between HR, Finance, Legal, and Technology teams for international initiatives, ensuring alignment and seamless execution.
    • Enterprise Innovation: Selected by executive leadership to contribute to the development of enterprise testing strategy and user acceptance testing (UAT) for Connected Room technology initiatives

    Program Manager (IT APPLICATIONS & FINANCIAL OPERATIONS)

    FedEx Services | Colorado Springs, CO and Collierville, TN | 2011- 2018

    Led enterprise-wide PMO efforts driving transformation across global clearance and shipping applications.

    • Strategic Program Leadership: Directed the $76M CASCADE Clearance Program, delivering $147M in combined revenue growth and cost savings through innovative process and technology improvements.
    • Process Optimization: Redesigned resource allocation frameworks, significantly enhancing project delivery speed, quality, and cross-functional collaboration.
    • Financial & Business Strategy: Served as the primary resource for business case development, cost-benefit analysis, market sensitivity modeling, and ROI evaluation for technology investments.
    • Enterprise Governance: Represented IT on the Enterprise Change Management Committee, guiding clearance and technology initiatives aligned with organizational priorities.
    • Demand Management Liaison: Acted as program lead in enterprise-wide demand summits, aligning budgets, resource planning, and timelines with customer needs and data-driven insights.

    AWARDS:

    Bravo Zulu Award (2018) – Recognized for excellence in building the business case and financial strategy for the CASCADE program.

    Bravo Zulu Award (2013) – Honored for implementing an on-call sharing service between offshore and domestic teams, reducing critical issue escalations by 47.5% and driving substantial cost savings.

    IT Program Manager (Digital Fundraising and Technology Transformation)

    ALSAC/ St. Jude Children’s Research Hospital | Memphis, TN | 2009– 2011

    Led strategic digital fundraising initiatives across sports and holiday platforms, driving innovation and donor engagement.

    • Digital Transformation Leader: Spearheaded the implementation of cutting-edge digital technology solutions, transforming two flagship fundraising programs and generating an incremental $80M across all fundraising channels.
    • Infrastructure Modernization: Directed the successful upgrade of VoIP infrastructure for the ALSAC Call Center, enhancing operational efficiency and scalability.
    • Recognized as a key influencer in cross-functional teams, aligning technology strategy with organizational goals to maximize impact.

    AWARDS:

    One Goal Award (2010) – Honored for exceptional outstanding leadership and execution of the Thanks and Giving fundraising campaign.

    Sr Business Systems Analyst

    AIM Healthcare | Nashville, TN | 2006– 2009

    Subject-Matter Expert (SME) for 800+ concurrent users of the Claims Discovery Applications.

    • Created a project dashboard system for tracking status, budget, milestones, risks, and issues.
    • Responsible for mentoring junior analysts, assigning work, and participating in annual reviews.

    Business Process Analyst

    Bridgestone Firestone North American Tire | Nashville, TN | 2005– 2006

    Analyst responsible for project activities around customer trends and data storage.

    • Assisted in the creation of the Global Data Warehouse by defining the data dictionary, conversion of data parameters, and handling of project documentation.
    • Used SQL queries to analyze trends within customer records to identify cost-saving and revenue generating opportunities.

  • Services

    Let me help you level up!

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    PM Consulting

    Need help planning/executing for various projects: infrastructure, fundraising, digital, application and delivery. Need intervention on struggling projects. I can help!

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    Interview Coaching

    As Chief of Staff for a Fortune 100 company among other roles, I have been on both sides f the interview desk. Let my experience help you land your next opportunity.

    You may complete the connect form at the bottom of the page or reach me directly at the.rick.lundgren@gmail.com .

  • Feedback and Reviews

    What do others say about their interactions with Rick?

    1

    Joe Wilkins (Chief Financial Officer) - 2025

    Rick has done a very good job putting structure behind the vision of what a Center of Excellence and PMO can be. He is very forward thinking and works diligently with his team to build a process that is simple, focused and gets things done. He puts actions behind the vision and does a very good job of being proactive, thinking around corners and holding himself and others to agreed upon goals and deadlines.

    2

    Don Murphy (Program Advisor) - 2023

    Labeling Rick as proactive is an understatement, he works like a chess master, seeing the whole board and is prepared for several moves beyond the next decision...through preparation for what's next and by keeping one or more steps ahead on delivering of strategic IT projects, Rick gave the senior leadership team the time and space to think.

     

    Rick excels in both delivering IT programs and enhancing process through continuous improvement enabling his leadership to better support the overall business strategy.

    3

    Chacko Verghese (SVP) - 2023

    Rick has taken the office of Chief of Staff to the next level through his program management skills, thinking beyond the ask, and his financial acumen. He consistently looks at his team and the overall organization for opportunities to improve efficiency and effectiveness.

    4

    Kristina Villines (Director) - 2023

    Rick is a man of character, consistency, and competency. He was a priceless resource on my journey to a Director role. He provided vision, leadership, and support by leveraging his entire skill set to aid me in resume design, interview coaching, and compensation negotiation. I felt both competent and confident throughout the process because Rick was in my corner. I am grateful for his character, his expertise and his work ethic on my behalf.

    5

    LeAnne Scallions (Director) - 2021

    Rick is a great addition to any project. With excellent communication skills, strong leadership, and solid decision making acumen it is easy to understand why he can make significant impacts on projects and team deliverables. He is cool under pressure, emphatic but firm when needed. He states the truth at the same time looking for creative ways to mitigate risks and solve problems.

    6

    Lisa Schooling (Sr Director) - 2020

    Rick was a critical resource providing valuable insight into my budget and ensured project accounting was accurate. He always does what he says he'll do and was extremely proactive. Rick alway made me feel my requests were important despite him supporting multiple Directors and VPs.

    7

    David Ramsbottom (Technical Principal) - 2018

    Rick provided invaluable leadership within the very complex and dynamic FedEx regulatory area of TradeTools. His Organizational skills, problem solving, and ability to simultaneously support many functional areas contributed to the overall success achieved.

    8

    Donna McDermott (Demand Management) - 2017

    Rick has a maturity about him that gives him quick credibility in business situations. He is the type of team member you wish for: dependable, smart, and a 'team player' with a point of view.

    9

    Brett Buckhold (Marketing Principal) - 2016

    Rick has been a dependable ally in helplng our Digital Access Marketing team achieve their goals. He consistenly challenges the project teams to think strategically and further than the issue(s) at hand.

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