Functional Skills
Change Management / Org Design
Finance Transformation
IT Transformation
M&A Support
Organizational Design
Post-Merger Integration
Process Design / Re-engineering
Program Management
Project Management
Artificial Intelligence
Robotic Process Automation
User Experience Design (UX)
Software Architecture
Agile Software Development
Software Skills
Dax
Figma
G Suite
InVision
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Monday
Smartsheet
Workday
PowerBI
Sector Experience
Financial Services
Life Sciences & Pharma
Manufacturing
Media & Entertainment
Technology
Big 4 Accounting
Top Consulting Firms
Experience
Simpel and Associates, LLC
Management Consulting
Managing Consultant
10/2016 - Present
• Brought to market a patented SaaS platform that integrates disparate data, generates real-time analytics and aligns teams for coordinated action. Product is currently in use across healthcare, life sciences and banking/capital markets industries
• Used the SaaS solution to craft a denial/utilization file management solution for a multi-hospital system. Produced a stale-dated file queue and remediation system to address a $1MM+ annual revenue leakage opportunity
• Stood up a transformation management office for a global finance transformation program at a Fortune 500 cancer medication manufacturer.
• Advised the c-suite of a PE-backed media manufacturing and installation company on a stalled global turnaround program.
• Implemented a work automation platform at a Private Equity backed media and telecommunications company.
• Transformation lead for a global, $100MM program at a F500 financial services company.
• Program lead for a $400MM Private Equity led carve out
• Used the SaaS solution to craft a denial/utilization file management solution for a multi-hospital system. Produced a stale-dated file queue and remediation system to address a $1MM+ annual revenue leakage opportunity
• Stood up a transformation management office for a global finance transformation program at a Fortune 500 cancer medication manufacturer.
• Advised the c-suite of a PE-backed media manufacturing and installation company on a stalled global turnaround program.
• Implemented a work automation platform at a Private Equity backed media and telecommunications company.
• Transformation lead for a global, $100MM program at a F500 financial services company.
• Program lead for a $400MM Private Equity led carve out
Deloitte
Management Consulting
Manager
10/2014 - 10/2016
Advised Fortune 500 bank and financial services organizations on large scale change and organization design programs
• Designed the technology architecture and implementation plan for the modernization of global marketing operations at a leading professional services firm
• Implemented a new operating model for a 20,000 person IT and Ops organization as part of a $500MM cost savings initiative. Stood up 6 centers of excellence supporting PMO and cloud services
• Operating model lead for the reorganization of a global asset manager. Implemented a local/central model for U.S. operations
• Designed the technology architecture and implementation plan for the modernization of global marketing operations at a leading professional services firm
• Implemented a new operating model for a 20,000 person IT and Ops organization as part of a $500MM cost savings initiative. Stood up 6 centers of excellence supporting PMO and cloud services
• Operating model lead for the reorganization of a global asset manager. Implemented a local/central model for U.S. operations
Capco
Management Consulting
Principal Consultant
2/2013 - 9/2014
Advised Fortune 500 bank and technology organizations on large scale change and organization design programs
• Program lead for outsourcing front, middle and back-office operations at a global wealth manager. Oversaw 20+ work streams including operating model design and change management
• North America integration lead for a Fortune 500 fintech. Stood up new global relationship management and product management
functions at what is now a 50,000+ person company
• Program lead for outsourcing front, middle and back-office operations at a global wealth manager. Oversaw 20+ work streams including operating model design and change management
• North America integration lead for a Fortune 500 fintech. Stood up new global relationship management and product management
functions at what is now a 50,000+ person company
PricewaterhouseCoopers (PwC)
Management Consulting
Manager
3/2011 - 2/2013
Consultant on organization design and large-scale change programs at Fortune 500 banks
• Led efforts to stand up a new SWAP Dealer at a leading investment bank. Oversaw multiple teams including planning and program delivery efforts. Included implementation of new technology and novating trades for a regulator-imposed deadline
• Restructured the third-party vendor program for one of the largest mortgage servicers in the U.S. Implemented a new vendor management and audit program and trained a national audience on new processes. Program was extended to other areas including auto servicing and legal operations
• Global program lead for an investment bank’s multi-year effort to satisfy FATCA regulatory requirements. Delivered future state design and implemented planning and governance for phase 2 (implementation)
• Led efforts to stand up a new SWAP Dealer at a leading investment bank. Oversaw multiple teams including planning and program delivery efforts. Included implementation of new technology and novating trades for a regulator-imposed deadline
• Restructured the third-party vendor program for one of the largest mortgage servicers in the U.S. Implemented a new vendor management and audit program and trained a national audience on new processes. Program was extended to other areas including auto servicing and legal operations
• Global program lead for an investment bank’s multi-year effort to satisfy FATCA regulatory requirements. Delivered future state design and implemented planning and governance for phase 2 (implementation)