Functional Skills

Business Analysis
Business Operations
Business Development
Growth Strategy
Operational Efficiency
Post-Merger Integration
Strategy Development
Strategic Planning
Benchmarking
Business Unit Strategy
Competitive Landscaping
Digital Transformation
Forecasting / Projections
Go-to-market Strategy

Sector Experience

Automotive
Financial Services
Industrials
Manufacturing
Technology
Big 3 Consulting (MBB)
Top Consulting Firms

Experience

AK & Associates Consulting Inc. Management Consulting
Founder and PrincipalConsultant
1/2024 - Present
Sample project experience:
• Led engineering efficiency improvement diagnostic for mid-cap software company identifying improvements levers achieving ~15% improvement
• Defined Open Banking strategy for leading Credit Union informing 2026 spending priorities
• Developed overview ofmarket dynamics and trends impacting future offinancial services for Board presentation ofBig 5 Canadian Bank
• Defined scenarios for strategic planning discussion for senior executive team at Canadian Retailer
• Senior Advisor to marketing start-up targeting mid-market PE firms
Equitable Bank Operations
VP Strategy & Operations - CommercialBanking
1/2022 - 1/2024
Responsible to establish strategy function within commercial banking as well as running operations incl. analytics, technology transformation, process improvements, loan funding and servicing Key accomplishments include (see Appendix for listof key projects):
• Establishing technology strategy and roadmap for commercial banking incl. making the department an early adopter ofMSFT Power Platform and driving processing time improvements ofup to 50%+
• Successful PMI of Concentra's Credit Union and Trust businesses incl. development of value creation plans contributing to retention ofkey clients and low-cost deposits
Royal Bank of Canada Corporate Strategy & Development
VP Enterprise Strategy & Transformation
1/2018 - 1/2022
Leading strategy development and execution ofpriority initiatives for CEO and Group Executives Directly reporting to Group Executives; Observer at RBC Board ofDirectors
Key accomplishments include (see Appendix for listof key projects):
• Defined strategy to respond to "Big Tech" leading to launch ofAVION Rewards / RBC Shopping
• Achieved significant improvement in quality ofBoard presentations as per Board Chair feedback
Boston Consulting Group Management Consulting
Principal
1/2011 - 1/2018
Supporting clients on corporate dev., growth and operations primarily in Automotive and Private Equity Selected for BCG Ambassador Program (Hong Kong – 2014) Key accomplishments include (see Appendix for listof key projects):
• Identified revenue and cost levers to drive ~$3B in margin improvement for US automotive OEM
• Supported CEO and CFO in successful business unit spin-offresulting in 12% share appreciation
Accenture Information Technology
Consultant
1/2004 - 1/2009
System integration incl. project mgmt, process and system designs