Functional Skills

Market Analysis / Research
Business Unit Strategy
Financial Modeling
Go-to-market Strategy

Certifications

CPACertified Public Accountant

Sector Experience

Healthcare
Media & Entertainment
Energy
Technology
Automotive

Languages

Spanish
1
hour

Avg Response Time

12
jobs

Jobs Completed

542
hours

Total Hours Logged

25
years

Years of Experience

Big 4 Accounting

Experience

 
 
Management Consulting
Elevate Diamond Strategy - CEO
01/2005 - Present
Help companies ranging from start-up to Fortune 50 develop and execute growth and expansion strategies and build competitive intelligence organizations in-house.

• Identify and enter new markets (Market Identification and Entry)
• Expand within existing markets (Market Penetration)
• Identify and win against competitors (Competitive Intelligence)
• Help companies break out of stagnation (Top and Bottom Line)
• Accelerate strategy execution (Top and Bottom Line Impact)

 
Marketing
Cigna - Head, Competitive Intelligence
06/2002 - 10/2004
Created and led competitive intelligence area for $1B+ Division with over $300M in sales. Drove product development and business improvement. Worked with all functional areas in and outside Division, driving both top and bottom line growth. Projects ranged from CEO and BOD strategic and tactical analysis to sales force revenue optimization.

 
Management Consulting
Cigna - Independent Consultant - CEO Project
11/2001 - 05/2002
Oversaw $20M in-house business. Led project team and conducted strategic assessment and execution of key area in Division. Recommendation and spearheading of implementation resulted in a $2.5M savings on a $20M business in 6 months.

 
Management Consulting
Accenture - Manager, Strategy
05/2000 - 08/2000
Established growth strategies, identified target market segments, designed and implemented market entry strategies, and assisted with product formulation and design for B2B start-up technology solutions companies.

 
Corporate Strategy & Development
Ernst & Young - Mergers & Acquisitions Analyst
01/1999 - 06/1999
Transaction support services to private equity venture capital investors including performance of due diligence procedures and validation of purchase price.
• Analyzed corporate financials and interviewed senior management from target companies, which resulted in identifying a critical deal breaker that saved $3M on a $70M acquisition. Errors usually found by senior team members.

 
Accounting
Ernst & Young - Senior Auditor
10/1996 - 03/1999
Developed strategies to assess audit risk and designed approaches to facilitate the planning and execution of audits in the U.S. and Canada. Clients’ assets ranged from $20M to $32B in the broadcasting, music, cable, and travel industries. Planning included analyses of historical financial information, industry trends, and internal control structures. Prepared and maintained budget of over $300,000 (Usually senior management responsibility). Trained, supervised, mentored, and evaluated staff.

 
Operations
Colgate-Palmolive Co. - Financial Rotational Program
06/1993 - 01/1996
Multiple finance and operational roles throughout the US and Global divisions.