Advisory roles at the following startups focusing on strategy, operations, planning & execution, GTM, and management in a mix of part-time & prior full-time capacities:
• InnoGen Energy: Board Member & Strategy Advisory – Feb 2019 to Present
• Yactraq: Strategy Advisor – Oct 2016 to Present
• Auragen Technologies: Strategy Advisor & Executive Mentor – Jul 2022 to Present
• Mira Analytics (A Reveal Mobile Company): Advisor – Dec 2015 to Present

Led multiple aspects of InnoGen’s strategic and operational development, including product, corporate, marketing, business development, financial, intellectual property, and funding efforts in the renewable technology industry:
• Defined InnoGen’s strategic plan for both the consumer product and commercial power generation markets
• Developed product value proposition & feature-market fit, and defined target markets and GTM strategies
• Created compelling investor/partner/marketing collateral to promote company growth & attract investors
• Participated in investor & partner presentations, negotiations, and discussions with great effect as a key executive

Head of strategy, operations, and finance; focused on developing product, corporate, and funding strategies, leading operational and fiscal management, and creating high-impact company & product collateral:
• Quickly rectified failed business-critical operations to keep the company operating on-track and in good standing
• Re-defined corporate strategy to avert significant business, financial, and legal risk while operating at a fast pace
• Streamlined daily operational workflow and expanded Ops team to manage a challenging global business effectively
• Restructured UK Dev team’s benefits, contracts, and finances to ensure company met its obligations to employees

Led Yactraq’s strategic direction, including product strategies & management, marketing, business development, and investor & partnership strategies, while also leading product development for user-end application layer offerings:
• Defined Yactraq’s long- and short-term strategic vision and created effective company collateral that drove results
• Turned company direction around by targeting product technology to new markets, resulting in growth and wins
• Defined product and GTM strategies that attracted & secured pivotal partnerships and proved market validity
• Highly effective key Exec team member participating in an array of presentations, negotiations, and discussions

Led EAI in a ground-up process to redefine their market value proposition to inform strategic planning and market rebranding, and to provide a comprehensive content baseline for developing company planning and marketing collateral:
• Developed 1st-of-a-kind value proposition mapping & structural framework aligned to EAI’s market delivery targets
• Defined critical path for translating value proposition to market validation to drive results to win grant proposals
• Led structured brainstorming sessions with executives and staff to develop & define EAI’s core GTM strategies
• Created strategic roadmap to inform long-term planning for the BOD and ensure ongoing collateral alignment

Developed tactical, corporate, project, and efficiency strategies to deliver critical path solutions for a large-scale Efficiency Design operations initiative for a major credit union client. Advised executive committee on strategic planning, project design, and project execution for the implementation phase of the initiative:
• Defined & led overall project discovery strategy to uncover the critical path of business processes and efficiency gaps
• Constructed and led dynamic interviews with executive and management staff to collect hidden operational data
• Crafted solutions for implementation for the ExCom; solutions were implemented & drove increased efficiency

Developed long-term strategies focused on growth, monetization, and business model innovations across the company, and short-term strategies focused on internal optimization, yield, and sales operations for Pandora’s display ad business:
• Ideated and developed new business and product concepts that innovated on Pandora’s incumbent business model
• Drove business development by engaging and evaluating strategic partners, new technology, and new opportunities
• Restructured & optimized sales team processes & metrics, leading to a 460% increase in profitability in two months
• Created & implemented new sales team compensation plan structure to align performance rewards with profitability

Consulting on two contracts, one providing expertise and support to the Finance & Strategy group for 2013 Planning & Budgeting cycle for the global sales division, and one as the Strategy & Analytics Lead for the Financial Operations group, focused on portfolio optimization, developing operational metrics, and improving resource planning:
• Created new fiscal reporting processes and measures for budgets, commission expenses, and customer lifetime value
• Developed 1st-of-a-kind performance benchmarking and analytics evaluation of Scrum development teams that led to optimized team restructuring, improved project delivery timelines, and more efficient resource management
• Developed custom model to provide 1st-of-a-kind estimates of program costs to inform planning & cost-gap analyses

5 consulting contracts spanning 4 years with numerous high-profile roles and projects, including as the acting Business Finance Officer for the Global IT & Operations group; leading SEC regulatory reporting for the entire iShares portfolio for two years; developing iShares pricing models; cost modeling, oversight, and forecasting for BGI-BlackRock merger; and strategic planning, resource management & optimization, budgeting, and financial reporting across multiple projects:
• Acting Business Finance Officer for a global division consisting of 500+ employees with $143M+ in annual budget
• Turned around hyper-critical iShares reporting for the SEC that had gone off-track and assumed leadership of project; attained approval from the CFO, iShares BOD, Fund Administrators, and SEC for 2010 & 2011 profitability reporting
• Created new profitability reporting for iShares and brought multiple Exec teams together during a difficult merger