Functional Skills
Financial Modeling
Growth Strategy
Valuation
Strategic Planning
Scenario Planning
Program Management
Go-to-market Strategy
Financial Planning & Analysis (FP&A)
Corporate Finance
Business Unit Strategy
Business Analytics
Sector Experience
Business Services
Financial Services
Notable Clients
Goldman Sachs
Google
PayPal
Truist Financial
Visa
Big 4 Accounting
Top Consulting Firms
Experience
99 Fintech
Management Consulting
Senior Advisor (Contract)
9/2023 - Present
• Lead Fintech industry sub-vertical for 99 Fintech, with focus on helping clients identify new market opportunities based on assessment of market trends and client's core competencies, help develop or acquire capabilities to capture opportunities, and optimize existing business models and operations.
• Lead business development efforts including development of POV related to fintech industry sub-vertical
• Lead business development efforts including development of POV related to fintech industry sub-vertical
EY-Parthenon
Finance
Senior Director/Associate Partner, Growth Strategy Payment and Fintech
2/2022 - 9/2023
Leadership and Practice Development
• Primary point of contact and leader for key payment industry client accounts in the Southeast region for EY Parthenon
• Led development of knowledge for EY Parthenon's payments practice, recent collaterals include Identity Market Opportunity Database, Pay by Face market POV and PayFac monetization opportunities for merchants
Selected Engagement Experience
• Supported a large global payment network on its corporate strategy, defining markets to enter, client segments to focus on, and new products to develop
• Led successful creation and execution of payment strategy for a large multi-level marketing firm, resulting in the identification of nearly $30M in additional revenue and improved distributor/vendor onboarding experience
• Spearheaded a value creation and growth strategy case for a sub-prime lender to optimize its operations across the US and Canada, resulting in identification of over $40M in cost savings (representing ~20% of corporate
• Primary point of contact and leader for key payment industry client accounts in the Southeast region for EY Parthenon
• Led development of knowledge for EY Parthenon's payments practice, recent collaterals include Identity Market Opportunity Database, Pay by Face market POV and PayFac monetization opportunities for merchants
Selected Engagement Experience
• Supported a large global payment network on its corporate strategy, defining markets to enter, client segments to focus on, and new products to develop
• Led successful creation and execution of payment strategy for a large multi-level marketing firm, resulting in the identification of nearly $30M in additional revenue and improved distributor/vendor onboarding experience
• Spearheaded a value creation and growth strategy case for a sub-prime lender to optimize its operations across the US and Canada, resulting in identification of over $40M in cost savings (representing ~20% of corporate
Deloitte
Finance
Manager, Strategy & Operations
5/2007 - 2/2022
Manager, Senior Associate, Associate, Analyst, M&A Advisory May 2007-May 2018
● Leadership and Practice Development
• Spearheaded the cross-industry payments practice's COVID-19 solutions related to alternative payment methods, resulting in $4M in new revenues
• Supported establishment of the payment/credit card asset consulting practice at Deloitte, offering consulting and valuation opinion services for $39B in deal volume by assets between 2015 and 2019. Recruited and trained a team of 15 professionals in Hyderabad, India to assist the US financial services practice Selected Engagement Experience
• Led a cross functional team reporting to the CEO to establish US operations for a global buy now pay later firm. Managed program management, product development, financial modeling/business plan, credit analytics, acquisition strategy and process and compliance management, resulting in an expedited timeline of launching US operations within 6 months
• Led successful creation and execu
● Leadership and Practice Development
• Spearheaded the cross-industry payments practice's COVID-19 solutions related to alternative payment methods, resulting in $4M in new revenues
• Supported establishment of the payment/credit card asset consulting practice at Deloitte, offering consulting and valuation opinion services for $39B in deal volume by assets between 2015 and 2019. Recruited and trained a team of 15 professionals in Hyderabad, India to assist the US financial services practice Selected Engagement Experience
• Led a cross functional team reporting to the CEO to establish US operations for a global buy now pay later firm. Managed program management, product development, financial modeling/business plan, credit analytics, acquisition strategy and process and compliance management, resulting in an expedited timeline of launching US operations within 6 months
• Led successful creation and execu