Functional Skills
Business Analysis
Business Operations
Business Development
Change Management / Org Design
Project Management
Strategic Planning
Financial Planning & Analysis (FP&A)
Integration Management (IMO)
Corporate Finance
Customer Relationship Management
Leadership Development
Revenue Growth
Post-Merger Integration
Process Improvements
Workshop Facilitation
Software Skills
PowerBI
Tableau
Microsoft Excel
Data visualization
Salesforce
Quickbooks
Workday
Microsoft Office
Certifications
Six Sigma Green Belt
Sector Experience
Automotive
Business Services
Financial Services
Transportation & Logistics
Travel & Hospitality
Big 4 Accounting
Top Consulting Firms
Experience
NspireD Advisors
Finance
Finance & Operations
1/2014 - Present
Empowering businesses by optimizing accounting and finance functions through tailored solutions and expert guidance to drive efficiency, clarity, and growth. Select Client Engagements:
• $6M Not-For-Profit Educational Institution: Streamlined back-office operations through outsourcing, enhanced financial reporting & dashboard with a revised budget template, and conducted quarterly financial & operational reviews. Prepared board and bank packages and advised leadership on strategic decisions.
• $2M Not-For-Profit Social Services (Children with Special Needs): Optimized accounting structure by eliminating redundant and obsolete accounts. Trained bookkeeping and office staff on efficient donation and expense tracking. Redesigned financial statements for improved clarity and streamlined review processes.
• $5M Oil & Gas Services Company: Led transition from cash to accrual accounting, improving financial transparency, cash flow visibility, and forecasting for strategic decision-making. Developed monthly profit margin analysis by business segment to identify true profit and loss drivers. Advised partners and operating managers on budget creation to align financial performance with annual goals. Served as Fractional CFO, overseeing monthly financial reviews and managing in-office bookkeeper and external accounting services firm.
• $6M Not-For-Profit Educational Institution: Streamlined back-office operations through outsourcing, enhanced financial reporting & dashboard with a revised budget template, and conducted quarterly financial & operational reviews. Prepared board and bank packages and advised leadership on strategic decisions.
• $2M Not-For-Profit Social Services (Children with Special Needs): Optimized accounting structure by eliminating redundant and obsolete accounts. Trained bookkeeping and office staff on efficient donation and expense tracking. Redesigned financial statements for improved clarity and streamlined review processes.
• $5M Oil & Gas Services Company: Led transition from cash to accrual accounting, improving financial transparency, cash flow visibility, and forecasting for strategic decision-making. Developed monthly profit margin analysis by business segment to identify true profit and loss drivers. Advised partners and operating managers on budget creation to align financial performance with annual goals. Served as Fractional CFO, overseeing monthly financial reviews and managing in-office bookkeeper and external accounting services firm.
Alvarez & Marsal
Corporate Strategy & Development
Corporate Transformation Director
6/2023 - 9/2024
Partner directly with business leaders to tackle their most challenging problems as a trusted finance strategy advisor and cross functional team leader designing and delivering on key business processes, strategies, and programs.
• Directed Business Development efforts with new and existing clients ranging from $200K to $10M+.
• Led multiple workstreams focusing on operating model transformation programs, supporting internal and external growth strategies, savings targets, and process improvements.
• Designed multi-year growth plans, prioritize quick-win opportunities resulting in revenue growth and cost reduction.
• Created processes and structures to facilitate opportunity identification, including sharing best practices, tracking documentation, and regular Working Groups.
• Trusted advisor to senior executives, providing data, analysis, and vital real-time progress reports on all related projects.
• Directed Business Development efforts with new and existing clients ranging from $200K to $10M+.
• Led multiple workstreams focusing on operating model transformation programs, supporting internal and external growth strategies, savings targets, and process improvements.
• Designed multi-year growth plans, prioritize quick-win opportunities resulting in revenue growth and cost reduction.
• Created processes and structures to facilitate opportunity identification, including sharing best practices, tracking documentation, and regular Working Groups.
• Trusted advisor to senior executives, providing data, analysis, and vital real-time progress reports on all related projects.
Accenture
Management Consulting
Strategy Manager
6/2021 - 6/2023
Sales Strategy and Operations leader partnering with key stakeholders, executives, and cross-functional teams to translate complex information, enhance processes, and seize opportunities.
• Led multiple high-performing teams overseeing sales, commercial, and financial strategy and transformation.
• Worked, led, and influenced cross-functionally on business analysis, design, and implementation for projects involving:
• Banking M&A: Led a team of 4 for the design and initial rollout of an integrated retail platform for tellers, drafting a plan and roadmap for implementation.
• Led a team of 7 in two workstreams in an enterprise-wide transformation for a multi-billion dollar semiconductor manufacturer to improve Sales to Contract and Order to Cash processes, creating a process
assessment and opportunity roadmap, capturing value, and initial design work for future CRM, CLM, and ERP integration. Proposed improvements having an aggregate potential value of $100 million.
• Identified key value levers, developed operating models and value-based prioritized roadmaps aligning opportunities with detailed process and implementation requirements to drive future financial and operational efficiencies around commercial and customer strategy, working capital, and revenue leakage.
• Incrementally grew the revenue of a financial services project by $2M.
• Successfully pursued and landed a new client for a $1M order-to-cash strategy and working capital assessment.
• Served as front-off
• Led multiple high-performing teams overseeing sales, commercial, and financial strategy and transformation.
• Worked, led, and influenced cross-functionally on business analysis, design, and implementation for projects involving:
• Banking M&A: Led a team of 4 for the design and initial rollout of an integrated retail platform for tellers, drafting a plan and roadmap for implementation.
• Led a team of 7 in two workstreams in an enterprise-wide transformation for a multi-billion dollar semiconductor manufacturer to improve Sales to Contract and Order to Cash processes, creating a process
assessment and opportunity roadmap, capturing value, and initial design work for future CRM, CLM, and ERP integration. Proposed improvements having an aggregate potential value of $100 million.
• Identified key value levers, developed operating models and value-based prioritized roadmaps aligning opportunities with detailed process and implementation requirements to drive future financial and operational efficiencies around commercial and customer strategy, working capital, and revenue leakage.
• Incrementally grew the revenue of a financial services project by $2M.
• Successfully pursued and landed a new client for a $1M order-to-cash strategy and working capital assessment.
• Served as front-off
Cox Automotive Inc. Manheim
Sales
Customer Consulting Manager – Customer Insights & Sales Strategy
1/2018 - 6/2021
Supported and advised executives and customers, providing market insights and strategic plans to translate vision into solutions.
• Used Data-Driven insights to design impactful sales strategies and competitive intelligence for operations and sales executives, resulting in revenue and volume wins for captive finance, consumer bank, and fleet management customers.
• Worked cross-functionally with product, deal management, and client solutions teams on introducing ancillary and new products and presenting business cases to customers on utilizing various products and solutions.
• Directed build-outs of cross-company analytics-driven dashboards for executives, enabling vital strategic decisions from inception to delivery by project-managing design and workflow between product, engineering, and operations teams.
• Drafted and presented business case studies on GTM strategy and customer engagement for stakeholders.
• Accomplishments included:
• Assisted Luxury OEM to understand pricing and market exposure, estimated $20M customer revenue impact.
• Provided insights to secure an additional 1,000 specialty trucks for sale at auction during COVID, with an estimated additional $1M in ancillary and sales revenue.
• Analyzed markets; successfully won 2,000 annual vehicles with growth potential of 14,000 annual volume.
• Used Data-Driven insights to design impactful sales strategies and competitive intelligence for operations and sales executives, resulting in revenue and volume wins for captive finance, consumer bank, and fleet management customers.
• Worked cross-functionally with product, deal management, and client solutions teams on introducing ancillary and new products and presenting business cases to customers on utilizing various products and solutions.
• Directed build-outs of cross-company analytics-driven dashboards for executives, enabling vital strategic decisions from inception to delivery by project-managing design and workflow between product, engineering, and operations teams.
• Drafted and presented business case studies on GTM strategy and customer engagement for stakeholders.
• Accomplishments included:
• Assisted Luxury OEM to understand pricing and market exposure, estimated $20M customer revenue impact.
• Provided insights to secure an additional 1,000 specialty trucks for sale at auction during COVID, with an estimated additional $1M in ancillary and sales revenue.
• Analyzed markets; successfully won 2,000 annual vehicles with growth potential of 14,000 annual volume.
Citizens Lanier Parking (Highbridge Capital)
Finance
Associate Director, Finance and Strategy Senior Financial Analyst, Corporate Finance and M&A
2/2015 - 1/2018
• Directed FP&A teams, streamlining processes, including month-end close, and reducing expenses by $500K annually.
• Managed merger activities for $100M+ invested capital, including due diligence and valuation.
• Designed post-merger operating model & multi-year roadmap to accelerate scalable growth, including roll out of Center of Excellence for back-office function and go-to-market approach.
• Implemented PowerBI and created visualized dashboards improving strategic-driven reporting to board and investors.
• Led efforts to refinance on $101 million high-interest mezzanine debt and negotiated a $15 million line of credit significantly increasing working capital and EBITDA.
• Managed merger activities for $100M+ invested capital, including due diligence and valuation.
• Designed post-merger operating model & multi-year roadmap to accelerate scalable growth, including roll out of Center of Excellence for back-office function and go-to-market approach.
• Implemented PowerBI and created visualized dashboards improving strategic-driven reporting to board and investors.
• Led efforts to refinance on $101 million high-interest mezzanine debt and negotiated a $15 million line of credit significantly increasing working capital and EBITDA.
PricewaterhouseCoopers (PwC)
Finance
Senior Advisory Services Manager
1/2014 - 2/2015
Senior Advisory Services Manager
EisnerAmper LLP
Finance
Manager, Audit & Advisory Services, Financial Services
12/2010 - 1/2014
Manager, Audit & Advisory Services, Financial Services
Deloitte
Finance
Audit & Advisory Senior Associate
7/2008 - 12/2010
Audit & Advisory Senior Associate