Advise Private Equity, portfolio companies, startups, and corporations on projects in strategy, finance, due diligence, customer experience, operations, post-merger integration, and transformation
• Built a complex five-year financial model and investor pitch deck for a leisure apparel startup, enabling the founder to secure funding and successfully launch in 2024; company is on track with revenue targets
• Defined go-to-market strategy for an eCommerce portfolio company including competitive landscape analysis, market
positioning, pricing strategy, and recommendations for enhanced digital solutions
• Led product strategy for an online legal services platform by driving customer research, UX and design requirements, and cross-functional collaboration with engineering teams to deliver market-aligned solutions

Diversified financial service provider (online bank) with 11K employees and annual net revenue of $8B
Executive Director, Global Functions FP&A Performed CFO for all functions (Technology, Marketing) and shared services (HR, CFO Group, Compliance, Risk, Legal, and Audit), comprising $2B of noninterest expense (50% of company's total). Served on CFO Group's leadership team and
partnered with other leaders to ensure an excellent employee experience, strong financial planning and reporting execution, and promotion of CFO Group's transformation efforts. Managed team of 40 FTE remotely.
• Led shift from multi-year expense increases to focus on strategic budgeting by presenting multi-view analysis to executives and aligning on priorities, yielding $250M in annualized savings
• Instituted a strategic approach to ~$1B technology budget by designing a tool to enable insight-driven spend decisions and incorporating a robust prioritization and outcome-based decision-making process for capital

Boutique consulting firm supporting private equity firms for commercial due diligence and portfolio company strategies Director Led teams of 3-10 to deliver strategic projects for portfolio companies and complete commercial due diligence on investment
opportunities for Private Equity and other investment firms. Supported firm efforts on strategic planning, priority setting, onboarding, and employee engagement.
• Created pandemic recovery strategies for a global entertainment production company; completed Voice of Customer
(VoC) research to understand dynamics and outlook and build models for six global markets and multiple business units
• Conducted competitive analysis and in-depth customer interviews to identify risks and pain points for banks and their customers, leading to recommendations for new adjacency products for a fintech
• Assessed Canadian expansion for a behavioral health platform; identified challenges based on market size, competitors, healthcare systems, and custo

U.S. diversified financial services institutions with assets of $560B, revenue of $21.5B, and 56K FTE
Senior Vice President, Director of Strategy & Operations Created and executed strategic and operational improvement projects for Business Banking (small business segment). Led 5-
person remote team and partnered with executives and cross-functional leaders and teams
• Partnered on the national digital expansion to realize clients in 20+ new states; launched on-the-ground operations in three new metro areas by developing the go-to-market strategy and overseeing operational risk
• Responded to the pandemic by quickly developing a banker led virtual deposit account opening process for small business owners; piloted in two markets and swiftly gained approval for footprint wide rollout
• Developed and deployed Paycheck Protection Program (PPP) platform for clients and bankers, enabling 74K business owners to access $13B in first months of the program; collaborated with cross-functional

Global consultancy with 13K employees in 40 countries helping clients across industries and functions on strategic, operational, marketing, and due diligence projects
Manager,
● Consultant,
● Summer Associate, 2012 Led strategic, marketing, operational, and due diligence cases (in the Private Equity Group) across several industries by managing 4-7 member teams and partnering with clients to solve complex problems with action-focused recommendations
• Completed large scale reverse due diligence on global pharmaceutical provider, assessing the growth potential of eight drugs; spoke to experts, conducted market analysis, analyzed underlying factors and data, and built a bottom's up model
• Recommended an adjacency growth strategy for a new bundled end-to-end technology solution; surveyed and interviewed users to create a roadmap with specifications, purchasing lifecycles, and buying process
• Created multi-year growth strategy and roadmap for education non-profit, serving 10X more s

Performed CFO responsibilities for a $55M revenue, $30B asset business segment. Partnered cross functionally to build and
operationalize strategies during and after the merger of National City and PNC
• Collaborated with multi-functional teams during one of the largest U.S. bank integrations (PNC and National City) on client segmentation, organizational restructuring, and sales team models, capturing $70M in savings
• Prepared all financial and strategic presentations for BOD and executive meetings; drafted commentary for IR materials
• Persuaded senior management to support a growth initiative by coaching executives in overcoming perceived barriers and partnering in strategy creation; resulted in $35M of incremental revenue and doubling of share

Aligned to Financial Services vertical; owned individual workstreams, typically related to operations or project management, to contribute to project success
• Served as project management coordinator for large scale technology transformation project at national bank; interacted with other consulting teams and clients to track budget and deliverable timelines to ensure project success
• Advised executives on a management reporting redesign including role-based reporting and KPI dashboards