Drove portfolio reporting and digital transformation projects to improve performance and client experience.
• Developed product portfolio performance reporting framework, collaborating with product leads to define key performance indicators (KPIs) and set targets, designed executive scorecards, and provided performance insights for monthly reviews.
• Drove capital project governance transformation defining new processes, standards and business case requirements, and led workflow automation initiative, reducing reporting time >80% and trained >100 managers to improve solution adoption.
• Conducted facilities management application competitive assessment, identifying feature strengths and gaps such as analytics, user interfaces, and work order integration.
• Led Program Management Office for $10M global procurement technology transformation with Coupa, automating and shortening supplier onboarding time 67% and improving risk compliance.

Provided investment committee executives with product performance insights during post-merger integration.
• Conducted performance assessment of security services business, identifying 15% profit improvement opportunity.
• Assessed portfolio competitive position, performance and growth potential for executive product investment reviews.

Transformed product change management, simplifying operating standards to lower costs and operate more efficiently.
• Streamlined product lifecycle change management processes, accelerating product enhancement cycle 50%, and designed governance standards and operating model to reduce product proliferation and align stakeholders.
• Revitalized offering co-funding program, doubling pipeline to $500M creating new review processes and standards, advising account teams in crafting business cases, and conducted training to improve adoption.

• Advised Association of Corporate Financial Professionals design team creating the FP&A Certification test and study guide.
• Wrote finance training courses on performance measurement and value-based management for online learning academy.

Instituted strategic CFO office and upgraded key executive decision processes, increasing cash flow 15% and expanding capacity.
• Collaborated with executive team on five-year strategy to identify >10% incremental growth through both core market expansion and innovative product offerings.
• Initiated contracting and pricing reviews, using performance insights from product-level profit and value contribution.
• Directed capital program review, leading to production footprint expansion and reprioritizing machinery investments, which increased capacity >20% within existing capital budget.

Led client strategy projects and mentored team members delivering growth and performance improvement initiatives.
• Managed analyst team conducting detailed Shareholder Value Analysis of over 100 clients, advising account leaders on potential client performance improvement opportunities.
• Led diversified manufacturer’s strategy review, prioritizing growth and operational initiatives to increase profit 100%.
• Designed multiple shareholder value-based planning, KPIs, and reporting to improve ROI and capital allocation.
• Led global team assessing autonomous equipment business case, identifying >20% potential cost advantage and substantial demand due to obsolescence and changing customer needs.
• Implemented client strategic planning process including scenario forecasting model and initiative prioritization framework.
• Trained >200 strategy consultants in corporate finance at Accenture Strategy College.

Performed consulting engagements encompassing strategy, operations, financial performance, and market analysis for large, diversified financial services clients.

Conducted valuation and business performance analysis for small businesses and early stage investors.

Implemented Economic Value Added, (EVA), FP&A practices including planning, budgeting, business cases, decision-making, performance reporting, and incentive compensation, for medium and large companies in manufacturing and other industries.