Joan Marshall is a Senior Principal Consultant at P&C Global, where she contributes her expertise to the Digital Transformation, Corporate Performance, Strategy & Innovation, and Organization and Human Capital practice groups. With deep domain expertise in corporate Financial Planning & Analysis (FP&A), Human Capital Management (HCM) software, Customer Relationship Management (CRM) solutions, and Enterprise Resource Planning (ERP) systems, Joan is a trusted leader in delivering innovative solutions for complex organizational challenges.
Joan earned her Bachelor of Science in Computer Science from McGill University in Montreal, where she developed a strong foundation in systems thinking and data analytics. She holds a Master of Science in Finance from the London School of Economics (LSE) and an Executive MBA from the University of California, Berkeley Haas School of Business, focusing on global strategy and digital innovation.
Joan began her career as a Systems Analyst at IBM, where she gained hands-on experience with enterprise applications. She progressed to become a Senior ERP Specialist at SAP, where she led large-scale implementations for global clients. Before joining P&C Global, Joan served as Vice President of Financial Systems and Analytics at AccorHotels, where she oversaw the modernization of financial operations across the organization’s global footprint.
At P&C Global, Joan combines her technical acumen and strategic insight to deliver transformative solutions that drive sustainable value for clients across industries. For example:
- Digital Transformation and ERP Implementation for a Global Law Firm
Joan spearheaded a comprehensive ERP implementation for a multinational law firm, replacing legacy systems with a fully integrated Elite 3E, Concur Travel & Expense Management, and iManage Work10 Suite. This initiative streamlined financial management and operational workflows, resulting in a 28% reduction in administrative costs, a 35% improvement in reporting accuracy, and a 20% increase in billing efficiency. The transformation also enhanced the firm’s scalability, supporting its growth into new practice areas.
- Customer Engagement Optimization for a Luxury Retail Brand
Partnering with a global luxury retailer, Joan led the implementation of Salesforce CRM with advanced AI-driven analytics to enhance customer engagement strategies. The project delivered a 25% increase in customer retention, a 30% improvement in sales conversion rates, and a 15% uplift in overall revenue within the first year. The retailer also gained deeper insights into customer behavior, enabling personalized marketing campaigns and loyalty program enhancements.
- Human Capital Management Transformation for a Leading Manufacturing Company
Joan guided the transformation of human capital processes for a global manufacturing leader by implementing Oracle HCM Cloud. This initiative reduced recruitment cycle times by 40%, improved employee engagement scores by 22%, and delivered a 15% reduction in HR operational costs. The project also included leadership development programs, increasing internal promotion rates by 18%.
- Financial Planning & Analysis Modernization for a Travel & Hospitality Giant
Joan led the design and deployment of a cutting-edge FP&A platform integrated with AWS Data Analytics tools for a leading travel and hospitality company. The engagement improved forecasting accuracy by 35%, reduced budgeting cycle times by 45%, and enhanced decision-making capabilities through real-time performance dashboards. Additionally, the transformation contributed to a 10% increase in operational efficiency across the organization.
These engagements showcase Joan’s ability to deliver transformative results, leveraging her expertise in digital transformation, strategy, and human capital management to drive measurable outcomes across industries.
Born and raised in Nova Scotia, Joan’s global journey has taken her from her Canadian roots to assignments in London, Paris, and Istanbul, before settling in Orange County, California, with her husband and two children. Joan loves hiking the trails along the California coastline, exploring international cuisines with her family, and mentoring young professionals through local leadership initiatives.
Joan was instrumental in launching P&C Global’s offices in London, Paris, and Istanbul, experiences that shaped her perspective on leadership and cultural collaboration. Reflecting on her journey, Joan shares, “What excites me most about P&C Global is the opportunity to work on a global scale with brilliant colleagues and clients. The firm’s culture of innovation and inclusivity creates an environment where we can truly make a difference.”
Known for her approachable demeanor and sharp analytical skills, Joan is celebrated by clients and colleagues alike for her ability to make complex challenges feel manageable. “At P&C, we are empowered to think beyond traditional solutions and focus on what truly drives value for our clients,” Joan explains. “This approach allows us to create impactful outcomes while building strong, long-lasting partnerships.”
Joan’s adventurous spirit and genuine passion for her work set her apart. “I’ve always believed that great solutions come from collaboration and curiosity,” she says. “At P&C Global, I’ve found a place that values both—and it’s made all the difference in my career and life.”
