Functional Skills

Communications
Vendor Management
Agile Software Development
User Experience Design (UX)
Project Management
DevOps
Innovation Management
Service Delivery
Procurement
Data Analysis
Wealth Management
Quality Assurance
Budgeting
Risk Management
Strategic Planning

Software Skills

Jira
AWS
SAP CRM
ServiceNow
SAP SuccessFactors
Sitecore
Salesforce

Certifications

CLSSMBBCertified Lean Six Sigma Master Black Belt

Sector Experience

Business Services
Energy
Financial Services
Technology
Telecom

Notable Clients

Outbrain
Regeneron Pharmaceuticals

Big 3 Consulting (MBB)
Top Consulting Firms

Experience

McKinsey & Company Management Consulting
and SCHAFFER CONSULTING
7/2018 - 2/2022
Strategic Consulting, Portfolio Management & Digital Transformation
• Led the deployment and strategy of major digital transformation programs ($30M to $75M); 18 months to 36 months), starting from planning, setup, governance, change management, coaching, executive communication, and implementation at utility companies (DLC and Con. Ed), financial services (Wedbush, Voya, MassMutual), software firms (Riverside PE Firm), P&C insurance (Aspen, State Farm & All-State), and manufacturing R&D (Rich's product)
• Managed Digital Transformation strategy and program setup, working with McKinsey for two large Insurance Groups

Sprint (Now T-Mobile) Finance
Head of Leasing PMO and Strategy
8/2017 - 7/2018
• Strategy and Market Deployment model and Program Management - developed the leased handset market deployment model and organization change program for Sales and Operations. Used customer, field ops, and churn data to create actionable insights, thus reducing churn by 10%, inventory availability by 30%, and increasing customer satisfaction by 15%
• Vendor relations and contracts management with handset providers
• Delivery assurance & change management for PeopleSoft - Head of Quality, Controls and Delivery, Assurance for $135M deployment
• Program & Change Management for delivering enterprise-wide Hyperion and Micro-Strategies for cost reporting and data analysis

Independent Consulting Management Consulting
PMO & Managing Change
1/2017 - 7/2017
• Program & Change Management Lead Consultant to the CEO and CFO of a $600M global Ad Tech Co. Outbrain in New York. Considered #1 In Marketing and AD Tech. Responsible for reporting, data analytics implementation, and creating a new cost structure. Created a Manger Change Playbook (Prosci), Communication Road map for better integration of new structure
• Change Program Consultant assessing gaps and future state framework for the PMO and IT Quality Assurance area of the IT Organization of Regeneron Pharmaceutical. This led to the creation of cost savings, better service delivery, and a new COE organization

Lincoln Financial Group (LFG) Management Consulting
Business and Digital Transformation & PMO Head
2/2012 - 12/2016
• Strategy and management of delayering from 13 layers to 7 layers in four months, saving the company $60M annually
• Digital Transformation (Group Benefits $25M) – Led the change management and reengineering of claims, quote, and distribution areas with an IT investment of $40M over three years (Agile)
• Group Benefits Call Center Optimization – Reduced call center variability within the common cause variation by doing a Six Sigma analysis on average speed to answer, call abandoned rate, and staffing capacity analysis
• Digital Technology Roadmap and Implementation Strategy
● Retirement Services). Partnered with business and I.T to create a $120M digital transformation and change roadmap and implementation
• Procure to Pay (P2P) and Source to Pay (S2P) Transformation - Worked with the CFO, head of Supply Chain, and I.T; identified save of $5M (6% of IT Spending) by developing a roadmap that consolidated sourcing, vendor management, licensing, and procurement into a central organi

JMP Group Inc. Management Consulting
Head Portfolio Management, Business Transformation and Execution
5/2004 - 2/2012
• Digital Transformation/ Change Management/ Strategy, IT Planning - Led a three-year, $90M project comprised of IT and business professionals to transform 401K business. Developed the business case, change management, and execution/testing/implementation plan (Agile/Prosci, Lean). This had an impact of reducing 15% of the operations headcount and increasing client NPS scores by 5 points.
• Managed Vendor relations with the IT Consultants
• System Implementation and Change Management - Managed a $28M digital transformation project (Agile) to create a new Omni-channel view for clients, leading to a 15% increase in retention, 4 points increase in clients' NPS score, and 5 points increase in employee engagement scores
• PMO, Implementation, and Design - $125M CRM Oracle implementation and change program
• Digital Transformation/Technology Execution - Led a two-year (PMO), $28M project Omni channel transforming the work management system (access) and desktop for client administration f