Functional Skills
Communications
Performance Management
Accounting
Service Delivery
Vendor Management
Financial Management
Financial Modeling
Business Process Outsourcing
Human Capital Consulting
Change Management / Org Design
Business Unit Strategy
Commercial Due Diligence
Finance Transformation
Operations Management
Sector Experience
Business Services
Financial Services
Life Sciences & Pharma
Media & Entertainment
Retail
Languages
English
Case Study
Case Studies

Media start-up
Media & Entertainment
Business Process Outsourcing
Applications Architecture
Contract Pricing / Negotiation

Retailer Finance and Accounting Outsourcing
Retail
Business Process Outsourcing
Finance Transformation
Contract Pricing / Negotiation

Retailer TSA Exit
Retail
Business Process Outsourcing
IT Transformation
Contract Pricing / Negotiation
Big 4 Accounting
Fortune 500
Top Consulting Firms
Experience
West Monroe
Management Consulting
Principal
1/2020 - 12/2022
Packaged IT / business process outsourcing and global business services-related solutions into client pitch decks, sales presentations and proposals. Developed Statements of Work (SOWs), talent transformation strategies, and frameworks to manage service provider performance and charges. Led projects to strategically source managed services (ITO and BPO), external talent, technology, and services. Led global business services-related projects including onshore-nearshore-offshore optimization. Designed methods, templates, tools, and other intellectual property related to IT / business process outsourcing and total talent transformation. Created outsourcing training. Coached and developed junior consultants to enhance skills and deliver outsourcing and global business services related service and deliverables independently and reliably.
Pace Harmon
Management Consulting
Senior Manager
1/2013 - 1/2020
Developed project SOWs, staffing plans, and pricing proposals. Led IT / business process outsourcing and global business services related projects. Oversaw company intellectual property and maintained internal SharePoint site. Coached, mentored, and developed consultants on outsourcing and global business services-related concepts and practices. Responsible for Chicago office operations.
Self-Employed
Management Consulting
Independent Consultant
1/2012 - 1/2013
Conducted independent review of back-office outsourcing proposal for financial services company. Developed business case for outsourcing finance and accounting activities for Fortune 50 company. Created RFP and facilitated vendor evaluation, selection, and contracting process for payroll software solution and related services associated with insourcing of payroll at medical distributor.
The Hackett Group
Management Consulting
Manager, Globalization and Outsourcing
1/2008 - 1/2012
Facilitated formulation of global service delivery strategies. Defined scope of services for internal delivery centers and third-party providers. Evaluated alternative locations for captive, off-shore delivery centers. Articulated governance bodies and authorities. Performed financial modeling to evaluate alternatives and create business cases. Developed transition plans, including definition of key milestones, critical success criteria, risks, timeline, and resources. Served as third-party advisor to facilitate accelerated outsourcing deal cycle, using a collaborative approach. Streamlined traditional RFI and RFP process. Engaged and continuously down-selected suitable outsourcing partners.
ACS
Information Technology
Director, Human Capital Management Solutions, Off-Shore ERP
1/2006 - 1/2008
Managed application management services team of over 100 off-shore ERP resources based in Bangalore, India, and Kuala Lumpur, Malaysia, with a budget of over $5M. Centralized ERP implementation and steady-state resources from several contracts into single global entity. Developed budgets, resource utilization models, and forecasts. Defined and estimated cost of off-shore ERP components of potential digital transformation solutions. Managed transition and stabilization of services to off-shore operation.
IBM
Management Consulting
Business Transformation Outsourcing Solution Architect
1/2005 - 1/2006
Defined scope of services, delivery locations, and technologies associated with business transformation outsourcing deals. Developed statements of work to delineate customer, third-party, and service provider responsibilities. Estimated demand and associated staffing levels for impacted delivery centers. Responded to requests for information and requests for proposal. Participated in sales calls, solution reviews, and contract reviews. Performed due diligence regarding current services, service levels, and demand.
IBM
Management Consulting
Senior Consultant
1/2002 - 1/2005
Advised clients on defining service delivery model, including scope of services provided by Centers of Excellence (CoE), service delivery centers (shared services and outsourced), and retained SBU-based operations. Developed business cases for transformation and shared services. Guided clients through initiating and stabilizing shared services operations, such as establishing Service-Level Agreements (SLAs), defining cost-recovery approach, determining organizational structure and staffing levels, creating career and employee development models, and generating standard controls and procedures, including SOX documentation.
PricewaterhouseCoopers (PwC)
Management Consulting
Principal Consultant
1/1998 - 1/2002
Led financial shared services and organizational design initiatives. Oversaw change management teams.
Ernst & Young (EY)
Management Consulting
Manager
1/1990 - 1/1998
Drove core consulting methodology. Defined deliverables, method steps, and effort-estimating guidelines for executing change management and HR realignment projects. Drafted data-gathering and deliverables templates. Developed training and communications to support methodology rollout. Identified core concepts to support knowledge management services. Led change management and process reengineering and redesign teams. ENTREPRENEURIAL EXPERIENCE