Functional Skills

Financial Modeling

Sector Experience

Healthcare
Retail
Financial Services
Business Services
Technology
2
hours

Avg Response Time

1
jobs

Jobs Completed

24
years

Years of Experience

11/14

Member Since


Experience

 
Variify LLC Start-Up
COO
06/2015 - Present
Provide leadership in operations strategy.
• Successfully delivered MVP
• Successfully pitched investment syndicate
• Successfully acquired partner in pilot location
• Drove strategic planning for the coming year

The Business Sherpas Management Consulting
CEO
01/2017 - Present
Principal consultant managing a collective of experts providing high-level Strategy, Project Mgmt, and fractional COO services. Select projects include:
• Business strategy for a blockchain cloud mining startup.
• Business plan, financial model, and pitch deck for D2C consumer products business
• Go to market strategy for a fintech startup
• Pitch for a solar tech startup.

Collective Ventures Finance
Partner/Owner
09/2017 - Present
- Vet all incoming startup pitches
- Oversee coffee shop and coworking space
- Develop internal programming

Collective Ventures Start-Up
Startup Advisor
03/2017 - 09/2017
As resident startup advisor to the accelerator/co-working space, advise all companies that come in.
• Build business plans and financial models
• Do market research
• Provide strategy and operational guidance
• Vet potential entrants to the accelerator program for suitability
• Run design sprints and hypothesis testing

Independent Contractor Management Consulting
Business Consultant
01/2006 - 12/2016
Independent strategy and operations consultant, or subcontracted team member for boutique consulting firms
Project ranging insurance, renewable energy, logistics, healthcare, technology, retail, non-profits. Focused on growth strategy, go/no go decisions, and go-to-market strategy. Selected projects include:
• Top three national pallet pooling company – market strategy and pricing analysis
• National healthcare outpatient centers –mkt entry, competitive. analysis

EXL Service, Inc. Management Consulting
Associate
06/2012 - 08/2013
As part of the Operations Consulting group, worked on financial modeling and process improvement projects for large cap companies in the insurance and financial services industries. Also involved in firm development by exploring ways to facilitate knowledge transfer, process creation and documentation. Selected projects include:
• Top tier national health insurance company – financial modeling and business case development
• Top tier global bank – risk management process improvement

RxDocuments, LLC. Start-Up
Product Development Manager
03/2003 - 05/2005
• Persuaded CEO to move into a more profitable market segment by performing competitive analysis of industry.
• Increased order volume 300% by leading team of 10 developers to redesign application and web interface.
• Spearheaded business development through relationship building, on-site sales, training and customer support.
• Managed sales team and kept office running smoothly.

Tellabs Other
Software Engineer
08/1999 - 09/2002
• Successfully multi-tasked delivery of three simultaneous projects as resident software installation expert.