Functional Skills
Accounting
Cost Reduction
Digital Transformation
Finance Transformation
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
M&A Support
Operational Transformation
PMO Transformation
Portfolio Optimization
Post-Merger Integration
Project Management
Program Management
Accounting Software Implementation
Software Skills
Microsoft Excel
Microsoft PowerPoint
Tableau
Alteryx
Jira
Microsoft Visio
PowerBI
SAP
Smartsheet
Certifications
PMPProject Management Professional
Sector Experience
Consumer Goods
Energy
Healthcare
Life Sciences & Pharma
Technology
Languages
English
Countries Worked In
USCase Study
Case Studies
Value Creation for CPG Company
Consumer Goods
Operational Efficiency
Cost Reduction
Operational Transformation
Value Creation for Industrial Services Client
Industrials
Cost Reduction
Operational Efficiency
Pricing Strategy
Value Creation: Preparing a Regional Urgent Care Provider for Growth and Integration
Healthcare
Operational Transformation
Operational Efficiency
Cost Reduction
Strategic Sourcing at Big Pharma: Saving Client $+2M
Life Sciences & Pharma
Strategic Sourcing
Cost Reduction
Procurement
Establishing a PMO to Drive Digital Transformation in Home Services
Industrials
PMO Transformation
Digital Transformation
Program Management
Implementing a Revenue Recognition SaaS Solution for a Global Healthcare Provider
Healthcare
Finance Transformation
Accounting Software Implementation
Project Management
Finance Transformation to Prepare an EdTech Company for IPO
Technology
Finance Transformation
Financial Planning & Analysis (FP&A)
Operational Transformation
Business and Finance Transformation for an Acquisition-Heavy Automotive Enterprise
Automotive
Finance Transformation
Operational Transformation
Process Design / Re-engineering
Leading a Comprehensive Business & Finance Transformation Program in Automotive Services
Automotive
Finance Transformation
Program Management
Change Management / Org Design
Big 4 Accounting
Top Consulting Firms
Experience
Infinity Consulting Group Solutions
Management Consulting
Management Consultant
1/2023 - Present
I am the leading consultant at ICGS. We are a boutique management consulting firm that partners with for-profit companies to improve profitability, cash flow, & valuation. Our core offerings include value creation, transformation, strategic sourcing, fractional leadership, financial operations, and interim leadership.
Cox Automotive Inc.
Corporate Strategy & Development
Transformation Lead
1/2023 - 5/2025
Led transformation initiatives in accounting and finance operations, identifying opportunities to optimize people, processes, and technology to enhance efficiency and support Cox’s strategic growth objectives.
Significant accomplishments:
◆ Performed 6 end-to-end assessments on accounting department that resulted in senior leadership understanding of core functions. Resulted in increased governance, improved efficiencies, and cost reductions.
◆ Championed strategic improvement program for an accounting department, converting 128 identified opportunities into 77 actionable projects. Secured organizational buy-in and secured necessary funding to drive execution.
◆ Managed 18 process improvement workstreams across the accounting and finance organization.
◆ Recipient of the 2024 Above and Beyond Award for exceptional contributions and commitment to excellence at Cox Automotive.
Significant accomplishments:
◆ Performed 6 end-to-end assessments on accounting department that resulted in senior leadership understanding of core functions. Resulted in increased governance, improved efficiencies, and cost reductions.
◆ Championed strategic improvement program for an accounting department, converting 128 identified opportunities into 77 actionable projects. Secured organizational buy-in and secured necessary funding to drive execution.
◆ Managed 18 process improvement workstreams across the accounting and finance organization.
◆ Recipient of the 2024 Above and Beyond Award for exceptional contributions and commitment to excellence at Cox Automotive.
CFGI
Management Consulting
Management Consultant – Transformation & Project Management
1/2021 - 1/2023
Specialized in driving value creation and leading transformation initiatives (business, finance, digital, and workforce) for a diverse range of clients, from startups to large-sized organizations.
Significant accomplishments:
◆ Led the implementation of a revenue management SaaS for a $2B healthcare client, ensuring accurate revenue recognition and financial reporting. (finance transformation)
◆ Delivered future state roadmaps and best-in-class recommendations for a pre-IPO company with $200M in annual earnings, supporting their transformation into transitioning into a public ready company. (business, finance, & workforce transformation)
◆ Successfully established a project management office (PMO) for this construction client with annual earnings over $500 million, driving transformative digital initiatives across the organization. Stood up and led over 30 cross-functional initiatives. (digital transformation)
Significant accomplishments:
◆ Led the implementation of a revenue management SaaS for a $2B healthcare client, ensuring accurate revenue recognition and financial reporting. (finance transformation)
◆ Delivered future state roadmaps and best-in-class recommendations for a pre-IPO company with $200M in annual earnings, supporting their transformation into transitioning into a public ready company. (business, finance, & workforce transformation)
◆ Successfully established a project management office (PMO) for this construction client with annual earnings over $500 million, driving transformative digital initiatives across the organization. Stood up and led over 30 cross-functional initiatives. (digital transformation)
PricewaterhouseCoopers (PwC)
Management Consulting
Management Consultant – Project Management, Procurement
1/2019 - 1/2021
Specialized in M&A integration, strategic sourcing initiatives (identifying and achieving cost savings for multinational organizations), and leading project management efforts for organizations undergoing transformation.
Significant accomplishments:
◆ Identified and achieved over $2M in cost savings for a pharmaceutical client through strategic sourcing and supply chain optimization.
◆ Upsold an additional ~$500K contract work from existing client.
◆ Directed project management efforts for transformation initiatives.
◆ Led M&A workstreams, managing TSA (Transition Services Agreement) activities to ensure seamless integration post-acquisition.
Significant accomplishments:
◆ Identified and achieved over $2M in cost savings for a pharmaceutical client through strategic sourcing and supply chain optimization.
◆ Upsold an additional ~$500K contract work from existing client.
◆ Directed project management efforts for transformation initiatives.
◆ Led M&A workstreams, managing TSA (Transition Services Agreement) activities to ensure seamless integration post-acquisition.
Siemens
Finance
Financial Analyst
1/2016 - 1/2019
Rotated through the following 6-month rotations: Financial Analysis & Modeling, Financial Reporting & Analysis, Global Financial Consolidation, Business Controlling, Procurement Project Controlling, & Product Costing.
Significant accomplishments:
◆ Developed and implemented a dynamic Tableau dashboard, consolidating key performance indicators (KPIs) from multiple data sources. This provided senior management with real-time visibility into operational and financial performance, resulting in more informed and data-driven decision-making processes.
◆ Performed detailed variance analysis on 6 strategic projects, analyzing procurement team’s cost effectiveness against budgeted targets. Identified cost-saving opportunities and presented actionable recommendations to optimize procurement processes.
◆ Led the consolidation and standardization of financial reporting for 4 facilities across the globe.
Significant accomplishments:
◆ Developed and implemented a dynamic Tableau dashboard, consolidating key performance indicators (KPIs) from multiple data sources. This provided senior management with real-time visibility into operational and financial performance, resulting in more informed and data-driven decision-making processes.
◆ Performed detailed variance analysis on 6 strategic projects, analyzing procurement team’s cost effectiveness against budgeted targets. Identified cost-saving opportunities and presented actionable recommendations to optimize procurement processes.
◆ Led the consolidation and standardization of financial reporting for 4 facilities across the globe.