Functional Skills

Customer Experience
Data Modeling
Data Visualization / Reports
M&A Support
Operational Transformation
PMO Transformation
Post-Merger Integration
Process Design / Re-engineering
Program Management
Strategic Planning

Software Skills

Alteryx
GitHub
Jira
Microsoft Excel
Microsoft PowerPoint
Salesforce
Tableau
PowerBI
Gitlab

Sector Experience

Financial Services
Fortune 500
Top Consulting Firms

Experience

Accenture Management Consulting
Senior Transformation Executive
1/2021 - Present
Lead transformation office for a wealth management client's $1B platform build/conversion program.
Inwood Arch Consulting LLC Finance
Independent Consultant
6/2020 - Present
Serve as CFO and strategic advisor to biotech and crypto startups, leading seed and Series A fundraising (>$1M), overseeing corporate functions, and defining growth strategy.
Accenture Management Consulting
Managing Director
8/2008 - 9/2019
Advised Fortune 100 client C-suite and senior leadership on high-profile engagements, with responsibility for setting the strategic plan, structuring engagements, leading project teams, and ensuring successful client service delivery.

Led engagements focused on automation, outsourcing, digitization, operating model and organization design, business case and performance metrics, distribution growth strategy, post-merger integration, customer experience, and overall program management.
Booz Allen Hamilton Management Consulting
Consultant
9/2005 - 6/2006
Improving financial processes and tools at the Department of Homeland Security
U.S. General Services Administration Finance
Financial Management Specialist
6/2003 - 9/2005
Finance rotational program with 3-month projects in budget formulation and execution, procurement, congressional affairs, internal audit, and eGovernment policy.