Functional Skills

Business Development
Innovation Management
Data Modeling
Investor Relations
Agile Software Development
Business Planning
Project Management
Strategic Planning
Talent Acquisition
Business Intelligence
Systems Integration
Operational Efficiency
Data Management
Financial Management
Revenue Growth

Software Skills

SQL
Microsoft Excel
Alteryx

Sector Experience

Business Services
Financial Services
Technology

Notable Clients

Microsoft
Thoma Bravo
Vista Equity Partners
Wolters Kluwer

Experience

Total Expert Inc. Corporate Strategy & Development
Chief of Staff | Vice President, Corporate Strategy
1/2022 - 1/2023
Drive strategic planning and operational efficiency while leading all aspects of market entry, product rollouts, and corporate culture enhancement with collaboration with president, CEO, and executive team. Oversee key performance metrics and data benchmarks to inform corporate strategy and decision-making. Manage investor relations and board communications with a focus on ensuring alignment with organizational goals and facilitating mergers and acquisitions. Spearhead the development and execution of premium support model to optimize customer satisfaction and revenue streams.
• Secured $300k in contracted revenue within six months through successful design and implementation of premium support model.
• Built and implemented effective go-to-market strategies and product launch processes to drive company's strategic growth.
• Established and strengthened investor and board relations, playing a pivotal role in the series
● startup phase.
• Delivered strategic leadership and encourag

Ernst & Young LLP / EY-Parthenon Management Consulting
Director, Strategy and Transactions (Corporate and Growth Strategy)
1/2017 - 1/2022
Managed and mentored cross-functional teams for successful delivery of market entry, product development strategies, and strategic advisory services. Engaged in client relationship management to foster trust and ongoing partnerships. Conducted in-depth market analysis to inform transactional decisions and strategic planning.
• Spearheaded and successfully completed over 20 commercial due diligences and strategic projects on time and within budget while meeting expectations of private equity clients and leveraging diverse market analysis tools.
• Provided strategic advice to clients to enhance their decision-making processes in critical transactions.
• Contributed to the generation of $25M in consulting engagements, driving strong impact on firm's revenue and client success.
• Planned and directed growth strategy initiatives and commercial due diligence for Fortune 50 and Private Equity clients with a focus on technology/software, consumer products, and industrial sectors.

Ernst & Young LLP / EY-Parthenon Management Consulting
Senior Consultant, Business Advisory - Performance Improvement
1/2017 - 1/2019
Oversaw due diligence processes and supported transition teams for international joint venture integrations. Facilitated strategic prioritization for software organizations using high EQ to engage with senior leadership. Conducted commercial due diligence to confirm seamless transitions and performance improvements.
• Led financial management systems integration during post-M&A reorganization for Fortune 50 client, managing $7B revenue division.
• Secured over $3 million in consulting work, contributing to the firm's revenue growth and client portfolio expansion.
• Leveraged expertise in strategic prioritization to advise software organizations on performance improvement initiatives.
Additional Experience: