Functional Skills
Business Unit Strategy
Market Research
Financial Modeling
Go-to-market Strategy
Certifications
CPACertified Public Accountant
Sector Experience
Automotive
Energy
Healthcare
Media & Entertainment
Technology
Languages
Spanish
Big 4 Accounting
Fortune 500
Top Consulting Firms
Experience
Elevate Diamond Strategy
Management Consulting
CEO
1/2005 - Present
Help companies ranging from start-up to Fortune 50 develop and execute growth and expansion strategies and build competitive intelligence organizations in-house.
• Identify and enter new markets (Market Identification and Entry)
• Expand within existing markets (Market Penetration)
• Identify and win against competitors (Competitive Intelligence)
• Help companies break out of stagnation (Top and Bottom Line)
• Accelerate strategy execution (Top and Bottom Line Impact)
• Identify and enter new markets (Market Identification and Entry)
• Expand within existing markets (Market Penetration)
• Identify and win against competitors (Competitive Intelligence)
• Help companies break out of stagnation (Top and Bottom Line)
• Accelerate strategy execution (Top and Bottom Line Impact)
Cigna
Marketing
Head, Competitive Intelligence
6/2002 - 10/2004
Created and led competitive intelligence area for $1B+ Division with over $300M in sales. Drove product development and business improvement. Worked with all functional areas in and outside Division, driving both top and bottom line growth. Projects ranged from CEO and BOD strategic and tactical analysis to sales force revenue optimization.
Cigna
Management Consulting
Independent Consultant - CEO Project
11/2001 - 5/2002
Oversaw $20M in-house business. Led project team and conducted strategic assessment and execution of key area in Division. Recommendation and spearheading of implementation resulted in a $2.5M savings on a $20M business in 6 months.
Accenture
Management Consulting
Manager, Strategy
5/2000 - 8/2000
Established growth strategies, identified target market segments, designed and implemented market entry strategies, and assisted with product formulation and design for B2B start-up technology solutions companies.
Ernst & Young (EY)
Corporate Strategy & Development
Mergers & Acquisitions Analyst
1/1999 - 6/1999
Transaction support services to private equity venture capital investors including performance of due diligence procedures and validation of purchase price.
• Analyzed corporate financials and interviewed senior management from target companies, which resulted in identifying a critical deal breaker that saved $3M on a $70M acquisition. Errors usually found by senior team members.
• Analyzed corporate financials and interviewed senior management from target companies, which resulted in identifying a critical deal breaker that saved $3M on a $70M acquisition. Errors usually found by senior team members.
Ernst & Young (EY)
Accounting
Senior Auditor
10/1996 - 3/1999
Developed strategies to assess audit risk and designed approaches to facilitate the planning and execution of audits in the U.S. and Canada. Clients’ assets ranged from $20M to $32B in the broadcasting, music, cable, and travel industries. Planning included analyses of historical financial information, industry trends, and internal control structures. Prepared and maintained budget of over $300,000 (Usually senior management responsibility). Trained, supervised, mentored, and evaluated staff.
Colgate-Palmolive Co.
Operations
Financial Rotational Program
6/1993 - 1/1996
Multiple finance and operational roles throughout the US and Global divisions.