Led teams that directed strategy and corporate development across member co-op
•Strategic planning & implementation: Developed enterprise strategy to focus organization on critical priorities and choices, while managing required trade-offs, driving projected 2-3x run-rate member growth
•Operational efficiency: Led cost optimization initiative utilizing zero-based methodology, identifying prioritized opportunities delivering 7% run-rate SG&A reduction
•Corporate development: Evaluated M&A and strategic partnerships to accelerate growth and/or build capabilities, resulting in new business opportunities driving step-function change in member acquisition

Led team that directed long-term strategy across global enterprise
•Strategic planning & implementation: Developed enterprise strategy to unify priorities across Walmart, eCommerce, International and Sam's Club, driving 8% growth (vs. 2% LY) and diversifying business model to new profit pools
•New business development: Identified new growth opportunities and evaluated product-market fit, incubating Walmart Business (new B2B & B2G venture) within team before standing up new function
•Governance: Established and led enterprise risk management across all global segments and functions, reducing quantifiable risk exposure by 16% through action-oriented mitigation plans and change management
•Business acceleration: Developed strategy and roadmap to accelerate financial services business while influencing perspectives across complex organization, delivering go-to-market plan for Walmart One (new fintech joint venture)
•Problem solving: Led COVID-19 scenario planning for CEO & CFO and re-

Led team that directed strategy at KKR portfolio company
•Strategic planning & implementation: Led data-driven turnaround effort with Executive Committee to define and deliver 5-year growth strategy, driving 18% pre-IPO sales growth after multi-year trend of negative comp sales
•Tech transformation: Scoped and managed delivery of digital transformation (re-platforming Academy.com and launching BOPIS) with Product, Engineering, Digital teams, modernizing CX and increasing conversion >2x
•Innovation: Established new customer and profitability KPIs to develop innovative store layout focused on customer experience and building baskets, leading to new concept stores with accelerated breakeven
•Problem solving: Developed localized test & learn plans to turnaround new markets, improving breakeven ~2 years

Developed and executed strategy for Global 500 clients
•Consumer insights-driven strategy: Designed and led qualitative and quantitative consumer research for multiple Fortune 100 retailers, identifying $7B in demand space driven growth opportunities
•Digital transformation: Developed digital merchandising and marketing strategy in a $17B retail merger, reversing declining traffic by harmonizing assortment / pricing and executing customer retention plan
•Promotional strategy: Established promotion plan for a Fortune 500 retailer to target high value customers, increasing incremental margin while identifying and reducing 40% in ineffective promotional expense
•Growth strategy: Designed growth strategy and implemented test & learn pilots for a national restaurant chain, reversing 3-year trend of negative comp sales and transactions before national rollout
•Loyalty program: Designed new loyalty program and transition plan focused on retaining members for a Fortune 500 retailer, imple

Financial & Economic Consulting

Assurance & Advisory Business Services