• Profit & Loss, Operations, and Human Resources responsibility over largest practice area at Nomad Financial
• Led, recruited, and developed team of 10-15 finance professionals to address needs of 70+ clients, including finance function effectiveness, financial and KPI reporting, and board/audit preparation
• Partnered with sales team to formulate sales strategy, grow pipeline, close deals, and upsell

• Collaborated with C-level executives to operationalize strategic initiatives across division, including advisor development, branch footprint optimization, new business development and tech innovation
• Drove firm adoption of Client Experience Standard to proactively address regulatory and competitive forces
• Formulated new business models and approaches to accelerate growth in target client and product segments

Created digital strategy for major magazine publisher to launch mobile apps generating annual revenue of $7M

Developed adjacency opportunities for 200-clinic corporate dental chain generating annual revenue of $35M

Commercial Due Diligence ($77bn wealth manager, $17M medical outsourcer, $160M rail online booking tool)

Enhanced client strategies and decision making by developing recommendations and implementation plans, overseeing client and consultant teams of 10-15, and conferring with subject matter experts