Functional Skills

Financial Modeling
Financial Planning & Analysis (FP&A)
Go-to-market Strategy
M&A Transaction Readiness
Operations Management
Performance Management
Post-Merger Integration
Project Management
Strategic Planning
Operational Due Diligence

Software Skills

Microsoft Office
Smartsheet

Sector Experience

Business Services
Financial Services
Healthcare
Life Sciences & Pharma
Big 4 Accounting
Bulge Bracket Investment Banks
Top Consulting Firms

Experience

Ernst & Young (EY) Management Consulting
Senior Director, Strategy and Transactions
9/2016 - 6/2023
(EY-Parthenon)

Led multiple engagements for both Fortune 500 and Private Equity clients. Engagements primarily involved strategy development and planning / execution for major strategic initiatives.
Deloitte Management Consulting
Senior Consultant, Strategy & Operations
8/2014 - 9/2016
Performed data analysis to identify pain points and opportunities for operations improvements. Managed performance improvement opportunities and executed readiness plans to maximize returns positioning clients for success.
Barclays Capital Other
Assistant Vice President, Capital Markets
1/2007 - 8/2012
Managed equity risk for institutional investors.