Functional Skills

Finance Transformation
Forecasting / Projections
Leadership Development
Learning & Development
Operational Efficiency
Operations Management
Business Intelligence
Project Management
Program Management
Enterprise Performance Management (EPM)
Post-Merger Integration
Financial Planning & Analysis (FP&A)
Change Management / Org Design
Future State Organizational Design
Operational Transformation

Software Skills

SAP
Salesforce
Tableau
Microsoft Office
PowerBI
Epicor ERP
Oracle HCM Cloud

Certifications

CSMCertified Scrum Master

Sector Experience

Business Services
Healthcare
Life Sciences & Pharma
Social & Public Sector
Travel & Hospitality
Big 4 Accounting
Top Consulting Firms

Experience

Velocity Advisory Group Corporate Strategy & Development
Vice President of Business Development & Service Delivery
10/2024 - 12/2024
At Velocity Advisory Group, I served as Vice President of Business Development & Service Delivery, driving client relationships, revenue growth, and operational excellence. My role focused on expanding market presence, refining business development strategies, and optimizing internal processes for scalability.

I led strategic client engagements, partnering with executives to assess business needs, enhance go-to-market strategies, and strengthen sales pipeline growth. Beyond business expansion, I prioritized mentoring and developing internal talent, equipping teams with executive communication and consultative selling skills to enhance leadership effectiveness.

As an executive coach for Emerging Leaders, I delivered customized coaching to refine leadership approaches, strengthen decision-making, and accelerate career progression. Additionally, I drove process improvements aligned with the firm’s 2025 growth strategy, reinforcing my expertise in bus. strategy and client engagement.

Protiviti Finance
Senior Manager, BPI – Finance Transformation & Leadership Development
4/2020 - 10/2024
At Protiviti, I led large-scale finance transformation and process optimization initiatives, enhancing financial accuracy, operational efficiency, and stakeholder collaboration for major healthcare and senior living organizations. My expertise spanned financial reconciliation, enterprise system implementations, and strategic process improvements, driving measurable performance gains.

Promoted to Senior Manager, I expanded my leadership in finance transformation, innovation, and leadership development, managing high-impact projects and executive training. In my final role, I focused on leadership and executive development, designing and facilitating strategic learning programs for Directors and Managing Directors. As a Business Development Session Leader, I partnered with senior leadership to refine executive communication, business development, and storytelling training, ensuring Protiviti’s leaders were equipped to drive long-term success.

Eyemart Express Finance
Sr. Financial Planning & Analysis - Business Performance Consultant
1/2018 - 3/2020
At Eyemart Express, I drove financial planning, strategy, and performance improvement, delivering financial reporting, budgeting, and forecasting to leadership and private equity stakeholders for data-driven decision-making.

I led store expansion initiatives, conducting feasibility studies that enabled the successful launch of 27 new locations. Additionally, I supported M&A activities, optimizing store placements based on financial performance. Managing financial planning for 13 departments, I developed a forecasting model that improved accuracy by 25%, enhancing resource allocation. My operational workflow refinements led to a 10% increase in quarterly sales through a marketing and logistics optimization initiative.

Leveraging my management consulting expertise from EY, I strengthened cross-functional collaboration, streamlined warehouse operations, marketing, and accounting, and implemented process improvements that fueled business growth.

Ernst & Young (EY) Finance
Senior Consultant, Healthcare National Advisory – Performance Improvement Finance & National Advisory – Risk Transformation Healthcare Compliance
1/2015 - 1/2018
At EY, I served as a Senior Consultant in Healthcare Advisory, focusing on finance transformation, regulatory compliance, and risk management. In Risk Transformation Healthcare Compliance, I led CMS sanction remediation, strengthened regulatory adherence, and enhanced SOX controls. I also developed risk frameworks for M&A transitions and supported a specialty pharmacy startup, integrating finance, compliance, and operations.

In Performance Improvement Finance, I streamlined revenue cycle processes, managed ICD-10 implementation, and led global finance transformation efforts. I also conducted risk assurance audits, ensuring regulatory compliance and operational efficiency. These roles reinforced my expertise in financial optimization, compliance, and strategic risk management.

Senderra RX Partners, LLC Start-Up
Multiple Roles - Compliance, Finance & Operations Strategist
5/2012 - 9/2014
At Senderra RX, a VC/PE-backed specialty pharmacy startup, I held multiple key roles, progressively contributing to operational efficiency, financial performance, compliance, and business growth. My experience spanned various functions, including compliance management, financial analysis, project management, marketing, and human resources. I played a pivotal role in establishing, scaling, and refining operational processes while ensuring compliance with industry standards and regulatory requirements, ultimately improving organizational performance.

I led cross-functional initiatives that strengthened internal controls, optimized financial workflows, and enhanced employee performance. I was instrumental in securing ACHC and URAC accreditations, developing performance improvement plans, and driving increased revenue through enhanced claims processing and reimbursement strategies.