Functional Skills
AI Performance Optimization
Business Analysis
Change Management / Org Design
Customer Relationship Management
Data Analysis
Data Transformation
Data Visualization / Reports
Financial Planning & Analysis (FP&A)
Process Design / Re-engineering
Program Management
Project Management
Technology Strategy
Compliance and risk
Cost Reduction
Software Skills
Active Directory
Artificial Intelligence
Azure
Cognos Analytics
Google Analytics
Jira
Microsoft Excel
Microsoft Office
Oracle Database
PowerBI
Python
Salesforce
SQL
Data visualization
Certifications
PMPProject Management Professional
Sector Experience
Business Services
Consumer Goods
Financial Services
Healthcare
Technology
Countries Worked In
CA IN USNotable Clients
Direct Energy
Johnson & Johnson
PepsiCo
Verizon
Walmart
Experience
Self Employed
Management Consulting
Head Consultant
8/2025 - Present
Leading projects in a variety of industries with a distinct focus on modernizing data architecture, analytics, finance, and AI/ML powered solutions. Lead teams in data mgt, infrastructure, application engineering, web design and best practices for successful implementations. Develop strategy, roadmap and processes. Provide strategic leadership for client engagements.
Financial Planning & Analysis
Build or mature BI and analytics functions, including org design, hiring support, and operating model.
Define and execute BI roadmaps, including KPI frameworks, data products, and self-service analytics strategies.
Marketing & Revenue Analytics Advisory
Assess current marketing performance measurement and design a modern analytics framework and dashboard suite.
Align marketing, sales, and finance around shared growth metrics, forecasts, and performance reviews.
Data & AI Strategy and Implementation Support
Develop data and AI strategies, including use-case prioritization, value cases, and implementation roadmaps.
Support selection and rollout of BI, CDP, and AI/analytics tools to accelerate time-to-insight.
Transformation & Program Leadership
Lead multi-country or multi-business-unit programs (e.g., BI platform rollout, CRM/MarTech upgrades, post‑merger integration).
Establish PMO structure, governance, and reporting for complex analytics and digital initiatives.
Data Governance, Quality & “Single Source of Truth”
Financial Planning & Analysis
Build or mature BI and analytics functions, including org design, hiring support, and operating model.
Define and execute BI roadmaps, including KPI frameworks, data products, and self-service analytics strategies.
Marketing & Revenue Analytics Advisory
Assess current marketing performance measurement and design a modern analytics framework and dashboard suite.
Align marketing, sales, and finance around shared growth metrics, forecasts, and performance reviews.
Data & AI Strategy and Implementation Support
Develop data and AI strategies, including use-case prioritization, value cases, and implementation roadmaps.
Support selection and rollout of BI, CDP, and AI/analytics tools to accelerate time-to-insight.
Transformation & Program Leadership
Lead multi-country or multi-business-unit programs (e.g., BI platform rollout, CRM/MarTech upgrades, post‑merger integration).
Establish PMO structure, governance, and reporting for complex analytics and digital initiatives.
Data Governance, Quality & “Single Source of Truth”
Credico (USA) LLC
Corporate Strategy & Development
Vice President
1/2022 - 7/2025
Built and scaled the company’s Business Intelligence function (people, process, and technology) from inception. As a result, I enabled enterprise‑wide data‑driven decision‑making and drove the adoption of company’s digital transformation. Championed a fully cloud‑based BI platform and secured self‑service analytics licenses and capabilities for entire organization and Field. Held a significant role in positioning Credico for record‑breaking double‑digit profit growth and operational excellence. Mentored and developed a team of directors and senior managers, analysts, and specialist roles.
● Led Business Intelligence, marketing, product education and human capital departments.
● Led BI solutions and development of BI data products, enabling healthcare insurance launch.
● Planned and led migration from hybrid cloud architecture to fully cloud BI platform.
● Educated internal teams on Qlik Cloud and best practices to utilize analytics and insights.
● Authored enterprise strategy statements and key messages on value propositions.
● Developed the plan and approach for self-service BI rollout to 400+ independent sales offices.
● Led Business Intelligence, marketing, product education and human capital departments.
● Led BI solutions and development of BI data products, enabling healthcare insurance launch.
● Planned and led migration from hybrid cloud architecture to fully cloud BI platform.
● Educated internal teams on Qlik Cloud and best practices to utilize analytics and insights.
● Authored enterprise strategy statements and key messages on value propositions.
● Developed the plan and approach for self-service BI rollout to 400+ independent sales offices.
Credico (USA) LLC
Marketing
Director of Business Intelligence and Marketing
8/2017 - 1/2022
I led the startup of the business intelligence, marketing, and education teams. Identified and implemented improvements that impact the field, our clients, and the internal operations. Product Manager for BI and Education platforms. Established and centrally managed a learning management system that supports over three hundred offices and 4,000 learners. Planned and led transformation programs resulting in data-driven and efficient organization. Implemented processes to strengthen and stabilize operations, as an enabler for growth.
Key Accomplishments:
• Leveraged my PMO background to lead over ten large-scale initiatives
• Implemented an EDW and analytics platform summarizing millions of monthly transactions
• Sponsored and led a program to improve performance, usability, and processing speed of CRM systems. Automated manual work. Rolled out improvements to the USA, UK, and Canada.
• Led the company rebrand and implementation of new websites and marketing assets
• Motivated, directed, and coached teams ranging from 5 to 20 professionals
• Led teams of directors, senior managers and individual contributors within BI, marketing, client services, onboarding, IT, software engineering and education
Key Accomplishments:
• Leveraged my PMO background to lead over ten large-scale initiatives
• Implemented an EDW and analytics platform summarizing millions of monthly transactions
• Sponsored and led a program to improve performance, usability, and processing speed of CRM systems. Automated manual work. Rolled out improvements to the USA, UK, and Canada.
• Led the company rebrand and implementation of new websites and marketing assets
• Motivated, directed, and coached teams ranging from 5 to 20 professionals
• Led teams of directors, senior managers and individual contributors within BI, marketing, client services, onboarding, IT, software engineering and education
Information Resources Inc.
Management Consulting
Client Service Senior Consultant
12/2015 - 8/2017
service and operations, and education provided to the firm's largest client (a highly innovative global multi billion-dollar food and beverage company). Raised client satisfaction through leadership of communications, stakeholder management, and project portfolio management. Key contributor to successful launches of software solutions across multiple geographies and business divisions.
Key Accomplishments:
• Led the successful delivery of an accelerated restatement program in 2016
• Led a portfolio of eight large and complex initiatives to success
• Recognized by client and internal leadership for outstanding performance
Key Accomplishments:
• Led the successful delivery of an accelerated restatement program in 2016
• Led a portfolio of eight large and complex initiatives to success
• Recognized by client and internal leadership for outstanding performance
Information Resources Inc.
Management Consulting
Client Delivery Principal
8/2013 - 12/2015
clients representing over $85 million in annual revenue. Led the department strategy, results, and continuous improvement of data and content delivery and customization. Hired, mentored, trained, and certified teams of directors, platform managers and analysts. Implemented and managed product deliverables.
Key Accomplishments:
• Enabled growth from 8 to 120 clients on Consumer Shopper Insights Advantage (CSIA)
• Led the operational management and platform enhancements for $37 million CSIA business
• Enabled product launches for Wall Street Advantage and New Item Tracking
Key Accomplishments:
• Enabled growth from 8 to 120 clients on Consumer Shopper Insights Advantage (CSIA)
• Led the operational management and platform enhancements for $37 million CSIA business
• Enabled product launches for Wall Street Advantage and New Item Tracking
Information Resources Inc.
Management Consulting
Client Database Management Consultant (Director, Process Operations
1/2011 - 8/2013
reporting. Collaborated with Product Management on IRI Liquid Data products. Led large teams of US and offshore professionals including developers, analysts, QA professionals, and management. Managed vendors to ensure compliance with contracts and maximize cost benefit. I identified, scoped, and implemented processes to improve performance.
Key Accomplishments:
• Under my leadership we achieved 99% on-time delivery and 96% no-rework
• Created a Client Database Management Production Delivery Team in 2011
• Developed processes and drove efficiencies on four platforms
Key Accomplishments:
• Under my leadership we achieved 99% on-time delivery and 96% no-rework
• Created a Client Database Management Production Delivery Team in 2011
• Developed processes and drove efficiencies on four platforms
Information Resources Inc.
Management Consulting
Director of Business Intelligence Delivery
11/2008 - 1/2011
Led BI development and delivery for the In Store Solutions Group. Directed US and offshore BI developers. Launched innovative solutions. Developed a quality program to certify code and campaign deliverables.
Pepsi Beverages Co
Information Technology
Project Manager
9/2005 - 11/2008
Managed the Competitive Edge Program which consisted of interrelated strategic projects to enable critical future business capabilities for Pepsi Beverages Co (formerly PepsiAmericas). The program included foundational and transformational projects across business intelligence, market intelligence, predictive modeling, eCommerce, demand planning, warehouse, field sales and distribution methods. Led the Disaster Recovery Project to create and implement recovery capability for Order-to-Cash systems.
Key Accomplishments:
• Co-managed a capital budget of $12 million during 2007
• Led the global implementation of web-accessible financial consolidation system
• Managed the implementation of new/streamlined supply chain and delivery solutions to a major nationwide customer, contributing to employer's recognition as supplier of the year in 2006
Key Accomplishments:
• Co-managed a capital budget of $12 million during 2007
• Led the global implementation of web-accessible financial consolidation system
• Managed the implementation of new/streamlined supply chain and delivery solutions to a major nationwide customer, contributing to employer's recognition as supplier of the year in 2006
Pepsi Beverages Co
Information Technology
Sr. BI Analyst Business Application Developer
5/2004 - 9/2005
Extensive firsthand experience with Oracle, Cognos, EDW, and administration of reporting and sales forecasting applications (e-Intelligence). Led projects that improved Finance, Sales, and Marketing reporting. Recognized for excellent product management of sales forecasting and budgeting system.