Functional Skills
Project Management
Business Unit Strategy
Financial Modeling
Financial Planning & Analysis (FP&A)
Cost Reduction
Budgeting
Corporate Finance
Customer Experience
Integration Management (IMO)
Performance Management
Portfolio Optimization
Revenue Growth
Strategic Planning
Commercial Due Diligence
Finance Transformation
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Project
Microsoft Visio
Microsoft Word
Sharepoint
Smartsheet
Tableau
Certifications
CPACertified Public Accountant
CFAChartered Financial Analyst
Sector Experience
Retail
Financial Services
Business Services
Real Estate
Automotive
Languages
English
22
years
Years of Experience
2/20
Member Since
Notable Clients
Cushman & Wakefield
Hiscox Insurance
Office Depot
Pfizer
US Steel
Big 4 Accounting
Top Consulting Firms
Experience
CDB Advisory Services
Management Consulting
CEO and Principal Consultant - Strategy, Finance & Operations
~ Advise on strategic program development & execution; perform business analyses;
~ Defined a global insurance company’s US business strategy; restructured its operating model;
~ Stood up & ran a Project Management Office (PMO); implemented project & resource governance;
~ Developed & led a ‘Continuous Improvement’ program; drove EBITDA savings of +$35MM;
~ Built & implemented a long-term forecast model for annual planning;
~ Designed & successfully executed a $15MM ‘Cost Out’ plan.
~ Defined a global insurance company’s US business strategy; restructured its operating model;
~ Stood up & ran a Project Management Office (PMO); implemented project & resource governance;
~ Developed & led a ‘Continuous Improvement’ program; drove EBITDA savings of +$35MM;
~ Built & implemented a long-term forecast model for annual planning;
~ Designed & successfully executed a $15MM ‘Cost Out’ plan.
Veritiv Corporation
Corporate Strategy & Development
Senior Director, Strategy & Transformation
~ Performed a review of, and led long-term strategic planning & goal setting efforts across a portfolio of businesses; developed commercial & operational execution plans;
~ Ensured strategy was supported by actionable & executable 'Go-to-Market' plans, tracked & measured using performance dashboards with SMART financial & operational KPI targets;
~ Presented updated strategy to BoD, as part of the annual strategy update, showing findings & explaining how each business fit into the strategy.
~ Ensured strategy was supported by actionable & executable 'Go-to-Market' plans, tracked & measured using performance dashboards with SMART financial & operational KPI targets;
~ Presented updated strategy to BoD, as part of the annual strategy update, showing findings & explaining how each business fit into the strategy.
Veritiv Corporation
Corporate Strategy & Development
Director, Strategy & Transformation
~ Built and executed a transformational corporate strategy designed to enter new industries, via organic & inorganic means, while providing growth & re-branding opportunities;
~ Deployed an annual strategy process to re-evaluate the strategic plan and link strategic initiatives to the annual budget and compensation system via KPI targets and scorecards;
~ Tasked by CEO with optimizing working capital by reducing AR (DSO) & Inventory (DIOH) while increasing AP (DPO) to industry benchmarks.
~ Deployed an annual strategy process to re-evaluate the strategic plan and link strategic initiatives to the annual budget and compensation system via KPI targets and scorecards;
~ Tasked by CEO with optimizing working capital by reducing AR (DSO) & Inventory (DIOH) while increasing AP (DPO) to industry benchmarks.
Deloitte
Management Consulting
Sr. Manager, Strategy & Operations, Finance
~ Led Corporate Finance projects, including finance organization transformations, M&A due diligence & valuation efforts, post-merger integrations & cost-out initiatives;
~ Co-led planning & initial execution of an M&A integration & finance organization transformation for the firms’ largest global client;
~ Sold an automotive OEM’s captive finance arm a $3MM lease end redesign project, designed to optimize the off-lease return process, thus enhancing customer experience & business economics.
~ Co-led planning & initial execution of an M&A integration & finance organization transformation for the firms’ largest global client;
~ Sold an automotive OEM’s captive finance arm a $3MM lease end redesign project, designed to optimize the off-lease return process, thus enhancing customer experience & business economics.
CDB Advisory Services
Management Consulting
CEO and Principal Consultant - Strategy, Finance & Operations
~ Advise on strategic program development & execution; perform required business analyses;
~ Partnered with VP of Strategy at a global Fortune 100 client to build a transformational strategy via organic & inorganic means;
~ Led cross-functional portfolio optimization teams at a Fortune 100 client during a project designed to prepare potential high growth areas for rapid expansion;
~ Partnered with VP of Transformation at a global Fortune 300 client to lead a $150MM+ ERP implementation.
~ Partnered with VP of Strategy at a global Fortune 100 client to build a transformational strategy via organic & inorganic means;
~ Led cross-functional portfolio optimization teams at a Fortune 100 client during a project designed to prepare potential high growth areas for rapid expansion;
~ Partnered with VP of Transformation at a global Fortune 300 client to lead a $150MM+ ERP implementation.
JM Family Enterprises
Corporate Strategy & Development
Various Strategy & Finance Roles
~ As Senior Manager, Investments, directed investment strategy for a $15B private company’s corporate, retirement & statutory insurance assets
~ As Senior Manager, Strategic Planning, facilitated the annual strategic planning process and worked to align financial forecast and annual budget with new strategic initiatives.
~ As Manager, Financial Planning & Analysis, oversaw the team that created the GAAP and EVA business plans, monthly rolling forecasts and executive management analyses
~ As Senior Manager, Strategic Planning, facilitated the annual strategic planning process and worked to align financial forecast and annual budget with new strategic initiatives.
~ As Manager, Financial Planning & Analysis, oversaw the team that created the GAAP and EVA business plans, monthly rolling forecasts and executive management analyses
PricewaterhouseCoopers (PwC)
Accounting
Engagement Manager, Assurance
~ Led cross-functional audit engagement teams in audits of multinational SEC, broker / dealer and banking clients with individual annual fees of up to $2MM, including a first year Sarbanes-Oxley implementation for an $8B banking client;