Functional Skills
Business Continuity
Strategy Development
Operations Management
Integration Management (IMO)
Business Operations
Business Planning
Business Unit Strategy
Organizational Effectiveness
Strategic Planning
Post-Merger Integration
Business Analysis
Business Development
Commercial Due Diligence
Crisis Management
Finance Transformation
Software Skills
Salesforce
Microsoft Office
Microsoft Visio
Sector Experience
Business Services
Energy
Healthcare
Technology
Transportation & Logistics
Languages
English
Experience
Explorer (MedTech startup owned by GHX)
Start-Up
General Manager
7/2022 - 9/2023
CXO direct report with ownership of business unit P&L, strategy and ARR growth for B2B SaaS-based digital health platform
• Led a team of 25 across product development, engineering, sales, marketing, operations and clinical affairs
• Executed a turnaround strategy to accelerate both product/market fit and scale, including the launch of market leading hardware and AI-software innovations. GTM pivot delivered 10% customer acquisition growth and 92% YoY Gross Margin improvement.
• Explorer's improved financial profile generated acquisition interest; led due diligence and pitch deck efforts for investor meetings
• Led a team of 25 across product development, engineering, sales, marketing, operations and clinical affairs
• Executed a turnaround strategy to accelerate both product/market fit and scale, including the launch of market leading hardware and AI-software innovations. GTM pivot delivered 10% customer acquisition growth and 92% YoY Gross Margin improvement.
• Explorer's improved financial profile generated acquisition interest; led due diligence and pitch deck efforts for investor meetings
Global Healthcare Exchange (GHX)
Operations
Executive Director, Strategic Transformation & Enterprise Planning
8/2018 - 7/2022
CFO direct report with leadership responsibility for global strategy execution and M&A integration
• Executed a vision to transform the corporate operating model. Built a Results Management practice by synchronizing strategy with annual planning with OKRs. Leadership of organizational change efforts contributed to record financials in FY20 & FY21.
• Key accomplishments that accelerated strategy execution and impact: 1) Influenced the ELT to adopt a global OKR program and institutionalized OKRs across 100+ teams, including the rollout ofWorkBoard's OKR software platform. 2) Shifted to a quarterly planning, operating and outcome cycle, improving enterprise alignment and accountability. 3) Led bi-weekly performance reviews with C-suite and owned the reporting package governing the ELT's Monthly Business Review.
• Executed a vision to transform the corporate operating model. Built a Results Management practice by synchronizing strategy with annual planning with OKRs. Leadership of organizational change efforts contributed to record financials in FY20 & FY21.
• Key accomplishments that accelerated strategy execution and impact: 1) Influenced the ELT to adopt a global OKR program and institutionalized OKRs across 100+ teams, including the rollout ofWorkBoard's OKR software platform. 2) Shifted to a quarterly planning, operating and outcome cycle, improving enterprise alignment and accountability. 3) Led bi-weekly performance reviews with C-suite and owned the reporting package governing the ELT's Monthly Business Review.
SIZENINE SOLUTIONS
Management Consulting
Owner & Management Consultant
3/2014 - 8/2018
Provided Executive-level consulting focused on growth strategies, business case development, and process/cost optimization
• Led integration of a B2B payments business for GHX. Advised GM on strategy and scalability leading to a 36% 5-year CAGR.
• Streamlined the lead-to-order cycle time by redesigning the process for an enterprise sales function at a leading telecom client
• Executed an outsourcing strategy to save $50M for an Oil & Gas client by partnering with the world's largest PVF distributor
• Led integration of a B2B payments business for GHX. Advised GM on strategy and scalability leading to a 36% 5-year CAGR.
• Streamlined the lead-to-order cycle time by redesigning the process for an enterprise sales function at a leading telecom client
• Executed an outsourcing strategy to save $50M for an Oil & Gas client by partnering with the world's largest PVF distributor
RAS Associates
Management Consulting
Management Consultant
1/2012 - 3/2014
Engagement lead, with Executive interaction and ownership of deliverables, relationships and business development efforts
• Advised the COO and CAO of a multi-billion dollar Oil & Gas client on the structure of a new Supply Chain model and Procure
to-Pay process optimization. Established a shared service and migrated to an outsourced material management model.
• Supported a Finance VP at a Fortune 50 defense contractor in deploying an "Affordability" business strategy in response to sequestration measures. Identified opportunities estimated to save ~$60M annually and developed right-sizing scenarios.
• Advised the COO and CAO of a multi-billion dollar Oil & Gas client on the structure of a new Supply Chain model and Procure
to-Pay process optimization. Established a shared service and migrated to an outsourced material management model.
• Supported a Finance VP at a Fortune 50 defense contractor in deploying an "Affordability" business strategy in response to sequestration measures. Identified opportunities estimated to save ~$60M annually and developed right-sizing scenarios.
Western Paper Distributors
Operations
Director, Corporate Logistics & Distribution
1/2009 - 1/2012
Responsible for managing distribution operations in 4 states, including 60 employees and $8M of inventory
• Led integration of an acquisition based in Arizona. Maintained business continuity while consolidating facilities and personnel.
• Managed successful conversion to a Tier II ERP platform. Redesigned operational processes and executed a seamless Go Live.
• Led integration of an acquisition based in Arizona. Maintained business continuity while consolidating facilities and personnel.
• Managed successful conversion to a Tier II ERP platform. Redesigned operational processes and executed a seamless Go Live.
Greenhouse Partners
Marketing
Strategy Associate
5/2006 - 10/2007
Developed strategic brand initiatives and marketing tactics for clients via online, broadcast, and print media channels
• Named the flagship beer, Cabotella Cerveza, for Baja Brewing Company (at the time, a start-up beer client in Los Cabos)
• Named the flagship beer, Cabotella Cerveza, for Baja Brewing Company (at the time, a start-up beer client in Los Cabos)
PEAK MANAGEMENT GROUP
Management Consulting
Management Consultant
1/2005 - 5/2006
• Optimized the sales delivery and merchandising systems for the largest domestic snack manufacturer and distributor
McMaster-Carr Supply Company
Operations
Management Development Program
8/2000 - 6/2004
Rotational Management Development Program 2000 – 2004
• Progressively responsible roles as Analyst, Call Center Supervisor, Head Management Recruiter and Receiving Manager
• Progressively responsible roles as Analyst, Call Center Supervisor, Head Management Recruiter and Receiving Manager