Established independent advisory firm specializing in creating sustainable transformations by optimizing technology through operationally achievable plans, mobilized internal/ external resources, and streamlined processes. Providing advice to non-profits and technology start-ups on product/ market strategy and resource planning.

Recruited by COO and SVP Design Studios, after successfully piloting, as a consultant, a new digital buyer-facing application in one of the largest Design Studios, Drove digital transformation of customer experience, transitioned designers to interact with buyers virtually, and improved data-driven decisions for 35+ Studios across 24 states.
● Partnered with CIO and IT team, collaborated with stakeholders across Sales, Marketing, Procurement, and Operations, and maintained on-going executive support for the deployment of new technologies. As Community Service Captain, led all local philanthropic activities for National Design Studio team.
• Set vision and strategy, created and maintained roadmap, established multi-million-dollar budget, and led successful rollouts of Studio technology initiatives and associated cloud-based software/ tools. Transformed buying process with a personalized digital experience, which led to greater customer satisfaction, shorter cycle times, and higher rev

Accelerated office growth from 5 to 100+ consultants. Client leader, project manager, coach, and SME on numerous multi-million-dollar accounts across Life Sciences, Communications and Media, and Utilities (electric, gas and water). Founder and driver of local community engagement program, which was honored five times with Philadelphia Business Journal's Top Volunteer Donor Award for amount of employee time spent annually in company charitable activities. Winner of 5 company-wide awards: Excellence in Delivery (twice), Spirit (twice), Community Service.
Manager of large-scale projects comprised of cross-functional teams and 3rd party vendors to solve complicated problems, mitigate significant risks, increase efficiencies, and exceed key performance metrics.
Partner of executive leadership to build realistic strategic plans, establish optimized technologies, and develop communication/ training approaches that best align with employees and other impacted resources.

Client leader, project manager, coach, and SME. Winner of company-wide award for project excellence.

Key Accomplishments (for select client engagements):
Utilities (electric and gas)
• Led redesign of allocation methodologies which improved cost management and regulatory reporting. Managed team in development, testing, training, and deployment of new methodologies within PeopleSoft Enterprise Performance Management (EPM). Co-designed EPM’s integration with PowerPlant for capital project allocations and billing methods. Effectively transitioned ownership to client finance leadership.

Client leader, project manager, coach, and SME. Local community service leader for the entire firm.
Key Accomplishments (for select client engagements):
Utilities (electric and gas)
• Defined strategy, methodology, and design of cost and profitability models which enhanced business analysis, external industry-based benchmarking, and rate case filings. Led client/ consultant team to create sustainable models within PeopleSoft EPM and reporting within Cognos for on-going analysis of activity costs, resource deployment, system/ vendor costs, and strategic product/ customer decisions.

Progressive roles with increasing responsibility across the retail bank, mortgage company, and IT services.
User Support Analyst - IT Services
• Evaluated business technology requests, developed requirements, created technical specifications, and directed programming and operations teams in the design and development of solutions.
• Drove establishment of products which increased fee income by $500K. Guided team to implement system enhancements, modify product offerings, assess customer impact for largest merger ($850M).
Investor Accounting Supervisor – Mortgage Company
• Managed staff to reconcile clearing accounts, general ledger activity and daily cash flows. Approved daily borrowing of funds ($20-$50M). Created controls that resulted in superior auditors’ opinion.
• Assisted with implementation of a new mortgage loan system. Directed departments across organization to leverage new system to improve customer service, investor relations, and data integrity.