$16B provider of software products and services
● CFO, Banking & Financial Markets IBM Consulting
Global CFO responsible for function transformation, FP&A, reporting, SOX compliance and business controls, change management, internal audit, integration, and global finance team oversight
• Rebuilt pricing, reporting, and contracting processes using agile and value chain mapping resulting in 300% annualized growth
• Re-segmented service portfolio resulting in annualized financial services revenue growth of $50M
• Implemented automated tracking process of key spend areas resulting in annualized cost reductions in excess of $20M
• Implemented Agile management structure resulting in improved visibility for key stakeholders through mutually developed KPI's
• Own and execute global annual strategic and financial planning function for IBM Consulting ($20B)
CFO and Global Operations Lead Promontory (Risk & Compliance Practice) IBM Consulting
Practice CFO Responsible for global report

Financial Services Consulting/Technology provider
VP Finance - Risk & Compliance Managed Services Practice
Practice CFO and member of executive leadership team responsible for leading global FP&A, cross-brand services pricing, offering strategy, and integration efforts
● • Key finance lead in the rollout of 3 new global support centers resulting in 30% + savings through automation and labor arbitrage
• Developed and implemented dynamic flash dashboards that resulted in a 15-point Gross Margin improvement within 4 months
• Owned global pricing including having direct approval authority on offerings up to $30M in contract value
• Leveraged internal IBM CRM, BPM and BI tools to streamline reporting efforts resulting in real time and predictive analytics
• Led financial modeling and price case development of $500M multinational carve out and hybrid cloud utility platform leading to the first public cloud offering for financial services

A strategy consulting firm providing services to private low-middle market companies
CFO Partner
Responsible for providing finance and operational guidance to private companies. Led M&A efforts until dissolution in 2017
● • Interim CFO of local CPG company. Directly responsible for identifying and closing funding round with key investors and leading organization to a multi-million-dollar merger within 10 months.
• Built proprietary acquisition diligence model used to source, analyze, and manage small company M&A transactions
• Identified value drivers and established KPI metrics for portfolio holdings, resulting in over $1.5M in annualized profitability increases

A Private Equity backed provider of energy products and services
● Sr. Finance Manager
Led the day-to-day F&A operations as well as charted the strategic direction of the Finance function
● • Developed and managed corporate operating budgets of $200M across Manufacturing, Consulting, and Development divisions
• Led strategic acquisition efforts including: pipeline development, data gathering, due diligence, valuation, and modeling
• Assisted the CFO in developing key profitability initiatives which resulted in an annualized EBITDA increase of over 25%
• Responsible for Treasury reporting including covenant compliance, WIP schedules, and short-term debt obligations

A privately held logistics firm serving large energy corporations
VP Finance & Operations
Hired as change agent to turnaround operations and prepare company for acquisition
• Utilized network modeling to design route optimization schedules which resulted in a 50% annualized EBITDA increase
• Implementation of EDI/API enabled communication and monitoring technologies resulting in a 20% cost savings
• Implemented capital structure guidelines increasing ROE by 300%
• Designed and implemented fuel hedging strategies to cap exposure and improve accuracy of budgeting and forecasts
• Developed acquisition case to acquire real estate and associated terminal assets from a Publicly Traded company
• Improved valuation by 4X over 3 years and subsequently negotiated a successful multi-million dollar exit in 2014

financial/operational oversight and strategic guidance for small companies in the Los Angeles metro area, and Finance and

Financial services support