A boutique consulting firm that partners with CIOs and CFOs to help scale businesses. Regionally active in San Francisco, Peninsula, Silicon Valley, and East Bay. Prominent clients: VMware, Gilead Sciences, HP, and IVP

Periods with active engagements: 2021-Present; 2016-2018; 2009-2014

Managed $2.5 million in technology strategy engagement with Fortune 100 companies and assisted sales of over $30 million.
• Implemented value management office to the CIO and executive value metrics yielding tracking of over $500 million agile investment portfolio and over $10 billion in benefits.
• Developed Lean Finance methodology, which assists CFOs increase productivity and business value delivery thru agile operations.

• Successfully supported the development of Microsoft's IT strategy and provided research and analysis on technology trends.
• Developed and implemented Workforce management for Customer Support & Sales IT, integrated with Portfolio management model.

HP Software Finance Manager, Hewlett Packard, Cupertino CA
•Successfully supported GM and Senior Finance VP of Software business unit through 3 CEO reviews within the first 6 months of tenure.
•Led the financial reorganization of the Business Intelligence Organization (BIO) incorporated $360M in annual revenues.
•Optimized financial planning by aligning long-term strategic goals with short-term operational targets improving accountability and achieving profitability of over 15% per year.

Led financial implementation of budget and workforce plan for the largest IT transformation in the industry. Total starting budget of ~$4B to be reduced by 50% within 4 years, working directly with IT Finance VP.
•Designed, delivered, and supported BTT (Budget Transfer Tool) that automated the management approval process and reduced the lifecycle and processing times of budget transfers, increasing the productivity of analysts.

Acted as trusted financial advisor to the Business Intelligence SVP and 8directors during 1 st release of Enterprise Data Warehouse (EDW), one of the top 5 CIO initiatives in the company.
•Developed framework and created financial plans that drove the implementation of EDW and reduction of annual costs by $40M.
•Led Choice Point project that evaluated profitability of Global Operations & IT2000-2005 Global Operations & IT (World) Enterprise Systems Group (ESG)& Latin America Region (LATAM) and identified savings of over $100M.
•In ESG, led financial planning & analysis for Sales Compensation, E-Business, and Commerce, Supply Chain, IT, and Marketing.
•In LATAM, provided financial support for the CIO of the Latin America Region.

Internal Auditor I & II, BellSouth (AT&T), Atlanta GA
Ranked consistently top 10% of auditor staff and key auditors in internal audits
in Brazil and Ecuador.