~ Advise on strategic program development & execution; perform business analyses;
~ Supported Interim P/E CFO, by undertaking a wide array of responsibilities
~ Defined a global insurance company’s US business strategy; restructured its operating model;
~ Stood up & ran a Project Management Office (PMO); implemented project & resource governance;
~ Developed & led a ‘Continuous Improvement’ program; drove EBITDA savings of +$35MM;
~ Built & implemented a long-term forecast model for annual planning;
~ Designed & successfully executed a $15MM ‘Cost Out’ plan.

•Took on a long-term project in a W-2 capacity at the client's request; CSO from prior Fortune 100 client changed companies and requested my assistance.
•Led the C-Level Team of an $8B Fortune 300 company in developing transformational Corporate & Business Unit strategies that drove EBITDA growth in both new & existing markets, verticals, channels & geographies.
•Reinforced the strategy with and executable 'Go-to-Market' plans, which were meticulously tracked and measured using performance management dashboards featuring SMART financial and operational KPI targets.
•Increased stock price from $6/share to $150+/share over following three years after implementation.

~ Led Corporate Finance projects, including finance organization transformations, M&A due diligence & valuation efforts, post-merger integrations & cost-out initiatives;
~ Co-led planning & initial execution of an M&A integration & finance organization transformation for the firms’ largest global client;
~ Sold an automotive OEM’s captive finance arm a $3MM lease end redesign project, designed to optimize the off-lease return process, thus enhancing customer experience & business economics.

~ As Senior Manager, Investments, directed investment strategy for a $15B private company’s corporate, retirement & statutory insurance assets
~ As Senior Manager, Strategic Planning, facilitated the annual strategic planning process and worked to align financial forecast and annual budget with new strategic initiatives.
~ As Manager, Financial Planning & Analysis, oversaw the team that created the GAAP and EVA business plans, monthly rolling forecasts and executive management analyses

~ Led cross-functional audit engagement teams in audits of multinational SEC, broker / dealer and banking clients with individual annual fees of up to $2MM, including a first year Sarbanes-Oxley implementation for an $8B banking client;