Functional Skills

Agile Software Development
Business Analytics
Business Intelligence
Data Management
Data Modeling
Data Transformation
Finance Transformation
Financial Due Diligence
Financial Modeling
Financial Planning & Analysis (FP&A)
IT Transformation
Product Strategy
Project Management
Robotic Process Automation
Artificial Intelligence

Software Skills

SAP
Microsoft Excel
Microsoft Access
Microsoft Office
Microsoft PowerPoint
SQL Server
Tableau
BigData

Sector Experience

Business Services
Energy
Financial Services
Technology
Transportation & Logistics

Languages

English

Notable Clients

Bank of America
Citigroup
Pfizer
Wells Fargo
Big 3 Consulting (MBB)
Top Consulting Firms

Experience

Independent Consultant Finance
Self
8/2013 - Present
Due diligence. Financial modeling, strategy, planning, business process improvement, technology evaluation and implementation. Fundraising expertise. Interim CIO and Strategy head. Majority of work at behest of PE and VC firms with regards to either portfolio companies or potential acquisitions.
Citibank Corporate Strategy & Development
SVP
8/2010 - 8/2013
Leader of Analytics Implementation and Strategic Technology. Program lead for digital transformation.
Talleyrand Capital Management Finance
Managing Partner
1/1999 - 4/2010
Conceive, design, and implement analytic foundation for financial analysis of companies and other capital assets (Real Estate, FOREX, derivatives, etc.)
Accenture Management Consulting
Associate Partner
3/1998 - 8/1999
Sold and led strategy consulting projects to Fortune 500 clients, primarily in financial services.
Boston Consulting Group Management Consulting
Principal
3/1995 - 8/1998
Organized and led technology and financial strategy work for fortune 500 clients
Plaza Bank Operations
EVP-CIO
1/1992 - 1/1995
Chief Information Officer. Member of Executive Committee. Led strategic planning efforts.
Ameriquest Operations
SVP-CIO
1/1989 - 1/1992
Chief Information Officer.