Functional Skills
Cost Reduction
Project Management
Operations Management
Data Transformation
Finance Transformation
Change Management / Org Design
Operating Model Design
Operational Efficiency
Operational Transformation
Benchmarking
Organizational Design
Operational Due Diligence
Strategic Planning
PMO Transformation
Corporate Finance
Sector Experience
Business Services
Consumer Goods
Life Sciences & Pharma
Technology
Travel & Hospitality
Notable Clients
Google
Hitachi Vantara
Holland America
Qualcomm
Western Digital
Big 4 Accounting
Top Consulting Firms
Experience
ProFin Consulting (Independent Consultant)
Management Consulting
Managing Director / Principal Consultant- Finance Strategy & Consulting
1/2023 - 3/2024
Continuing my Finance Strategy and Operating Model Consulting work as an independent advisor.
Finance Strategy and Operating Model expertise spans Function Visioning and road-mapping, Cost Management Strategy, Organization Centralization, Process analysis and improvement, Transformation and Value capture management, and Change Management
Finance Strategy and Operating Model expertise spans Function Visioning and road-mapping, Cost Management Strategy, Organization Centralization, Process analysis and improvement, Transformation and Value capture management, and Change Management
Accenture
Management Consulting
Principal Director - Strategy & Consulting, Chief Financial Officer & Enterprise Value
1/2022 - 1/2023
Rejoined Accenture to drive portfolio growth across the CMT industry, with a strong focus in Technology companies, through driving sales for Operating Model and Finance Transformation within the West practice.
• Continued focus on CFO Strategy, Operating Model Transformation, Process improvement and SSC setup for Finance function
• Drove sales through identifying opportunities across clients in the west
• Please see Accenture experience below for more details
• Continued focus on CFO Strategy, Operating Model Transformation, Process improvement and SSC setup for Finance function
• Drove sales through identifying opportunities across clients in the west
• Please see Accenture experience below for more details
Korn Ferry
Corporate Strategy & Development
Sr. Client Partner – High Tech & Semiconductor Sector Lead
1/2020 - 1/2021
Manage sector growth of a $75M+ portfolio through transforming the culture and methodology by bringing more focus, visibility, and structure on end-to-end sales of advisory and search services. Also managing accounts and providing advisory services
• Practice development, sales management, account assessments, targeting and growth strategies
• Develop sector specific thought-ware to drive better branding, consistent messaging and developing informed salesforce
• Lead partner advising on Organization Strategy, Workforce Transformation, and managing through the Talent Continuum
• Published multiple POVs on the "Future of work" and advise clients on the strategies & considerations for reopening offices
• Practice development, sales management, account assessments, targeting and growth strategies
• Develop sector specific thought-ware to drive better branding, consistent messaging and developing informed salesforce
• Lead partner advising on Organization Strategy, Workforce Transformation, and managing through the Talent Continuum
• Published multiple POVs on the "Future of work" and advise clients on the strategies & considerations for reopening offices
Accenture
Management Consulting
Sr. Manager - Strategy & Consulting, Chief Financial Officer & Enterprise Value
1/2015 - 1/2020
Finance (F&A) focused expert in Operating Model and Finance Transformation within the West practice, driving growth across multiple accounts, with a consistent track record of delivering committed ROI on engagements; Yearly sales of $3-$5M
• Extensive sector expertise across Technology, Financial Services, Travel, Healthcare, Consumer and Legal
• Drove the CFO's agenda including Finance transformation across Org, Processes and Technology
• Impact driven through Operating Cost Reduction, Risk management & mitigation, increased efficiencies, and service levels
• F&A Org centralization strategies & implementation incl. org consolidation from 15+ global sites to hub and 3 satellites
• F&A Process expertise across assessment, rationalization, and standardization; Controls review & continuous improvement
• F&A Tech & Digital Transf. across Systems viability/rationalization; Automation (RPA); AI enabled analysis & decisions
• Advanced transformation: "Continuous Close", Human-centric R
• Extensive sector expertise across Technology, Financial Services, Travel, Healthcare, Consumer and Legal
• Drove the CFO's agenda including Finance transformation across Org, Processes and Technology
• Impact driven through Operating Cost Reduction, Risk management & mitigation, increased efficiencies, and service levels
• F&A Org centralization strategies & implementation incl. org consolidation from 15+ global sites to hub and 3 satellites
• F&A Process expertise across assessment, rationalization, and standardization; Controls review & continuous improvement
• F&A Tech & Digital Transf. across Systems viability/rationalization; Automation (RPA); AI enabled analysis & decisions
• Advanced transformation: "Continuous Close", Human-centric R
Deloitte
Management Consulting
Sr. Consultant – Global Business Services, Strategic Cost Reduction
1/2012 - 1/2015
Enabled clients to improve process efficiencies, manage costs, enable centralized services operations and manage risk by utilizing best practices in strategic cost reduction and global business/shared services. Responsible for assessments, advisory & project management
• Conducted multiple PE acquisition due diligence to develop baseline and assess potential cost and investments requirements
• Managed M&A PMO to develop knowledge base on topics including Deal and Transaction Management and Clean Room setup
• Conducted a full-life cycle multi-site Finance function organization centralization (GBS/SSC) incl. process standardization
• Experience across PE firms, Financial Services, Life Sciences companies, Law Firms, Consumer and Food Services companies
• Conducted multiple PE acquisition due diligence to develop baseline and assess potential cost and investments requirements
• Managed M&A PMO to develop knowledge base on topics including Deal and Transaction Management and Clean Room setup
• Conducted a full-life cycle multi-site Finance function organization centralization (GBS/SSC) incl. process standardization
• Experience across PE firms, Financial Services, Life Sciences companies, Law Firms, Consumer and Food Services companies
TIAA-CREF
Research
Research Analyst – Emerging Markets
1/2007 - 1/2011
Supported portfolio management and equity research for a $2B long emerging markets fund. Developed sector expertise in Industrial and Consumer companies in Asian emerging markets. Demonstrated strong financial analysis and valuation skills combined with investment acumen to develop investment strategies
● Technology Industry Experience
● Technology Industry Experience