Functional Skills
Agile Software Development
Business Analysis
Business Development
Corporate Finance
Customer Relationship Management
Digital Transformation
Enterprise Performance Management (EPM)
ERP Implementation
Finance Transformation
M&A Support
Performance Management
Project Management
Software Implementation
Technology Strategy
Strategy Development
Sector Experience
Aerospace & Defense
Automotive
Consumer Goods
Manufacturing
Technology
Languages
English
Big 4 Accounting
Top Consulting Firms
Experience
DK Business Solutions, LLC.
Management Consulting
Managing Director
10/2024 - Present
Leveraged consulting skills to advise clients on initiatives related to corporate finance, performance management and technology. Provided thought leadership and best practices guidance on business processes and operating models.
Andrew Morgan Consulting
Management Consulting
Director, EPM Practice Leader
2/2024 - 9/2024
Developed and launched the Enterprise Performance Management (EPM) practice. EPM is critical for organizations to manage their business by linking financial and operational metrics to insights to drive strategies, plans, and execution. Focused on strategic and operational plans / leadership; the creation of all practice standards; maintaining and developing key relationships with prospects, clients and partners; pipeline capture, development and estimation; recruiting, training, and retention; resource management; internal and external alignment; and ensuring customer success.
MindStream Analytics
Management Consulting
Vice President, Client Engagement
5/2021 - 2/2024
Key member of leadership team responsible for improving interactions, key relationships, and retention of our clients throughout their lifecycle journey. Developed measurable and repeatable best practices and strategies to improve estimate accuracy, increase value add for our service offerings, drive organization growth, and ensure customer success.
OneStream Software
Other
Vice President, Global Consulting Services
2/2019 - 4/2021
Recruited by leadership to drive strategy, staffing, operations, and growth of the Global Consulting Services organization at OneStream Software.
Slalom Consulting
Management Consulting
Practice Lead - Business Advisory Services
4/2018 - 3/2019
Brought in to build and lead finance strategy and operations team with the primary goal to design and build strategies and systems to help clients solve some of their most complex business challenges. Created finance and performance management project pipeline. Sold and managed the rollout of several financial efficiency initiatives.
DK Business Solutions, LLC.
Management Consulting
Managing Director
2/2017 - 3/2018
Advised clients on initiatives related to corporate finance, performance management and technology. Provided thought leadership and best practices guidance on business processes and operating models.
The Hackett Group
Management Consulting
Associate Principal
9/2014 - 1/2017
Coordinated sales pipeline generation and development, contributed to firm development and excellence, and served as executive on key client engagements to ensure quality delivery of consulting services and client success while strategically transforming processes, workforce, data and systems to improve performance. Served as leader of Central Region.
Huron Consulting Group
Management Consulting
Director
11/2012 - 9/2014
Defined, established and led the financial close and reporting practice, led practice development and excellence, contributed to business and sales pipeline development, led delivery of critical engagements and insured client success.
Ernst & Young (EY)
Management Consulting
Senior Manager
12/2010 - 11/2012
Coordinated business development activities to achieve sales targets, oversaw delivery of critical engagements and insured client success related to performance improvement and business-driven enterprise application initiatives. Managed / led projects related to finance transformation and best practice technology enablement.
Oracle Corporation / Hyperion Solutions
Other
Solution Director
3/1998 - 12/2010
Joined Oracle via Hyperion Solutions acquisition in July 2007. Served in a number of roles with increasing responsibility during tenure. Acted as trusted adviser for my clients in order to improve performance by transforming their business using technology.