Functional Skills
Business Analysis
Business Development
Business Operations
Business Planning
Change Management / Org Design
Commercial Strategy
Customer Experience
Customer Relationship Management
Digital Transformation
Market Research
Operational Efficiency
Performance Management
Product Strategy
Geographic Market Entry
Go-to-market Strategy
Software Skills
Salesforce
Qualtrics
Zoho Projects
Microsoft Office
Artificial Intelligence
Microsoft Visio
Sector Experience
Business Services
Consumer Goods
Financial Services
Healthcare
Retail
Languages
English
Countries Worked In
CA IN GB USCase Study
Case Studies
Provincial Lottery & Gaming Commission – Business Process Modernization Program (BPMP)
Social & Public Sector
Process Design / Re-engineering
Business Analysis
Service Modernization
Big-5 Canadian Bank – Retail Investment Advice (RIA) Strategy
Financial Services
Customer Segmentation
Competitive Landscaping
Go-to-market Strategy
National Mutual Insurer – Enterprise Growth & Digital Transformation Strategy
Financial Services
Strategic Planning
Growth Strategy
Digital Transformation
Global Retail Bank – Distribution and Customer Experience Transformation
Financial Services
Go-to-market Strategy
Business Unit Strategy
Market Research
Global D2C Retail Brand – Competitive Analysis and Sales Growth Strategy
Consumer Goods
Strategy Development
Growth Strategy
Revenue Growth
Wealth Manager and Non-Profit Foundation – Business Growth & Channel Transformation
Financial Services
Digital Transformation
Digital Experience Design
Customer Experience
$500B+ Pension Fund - Enterprise GenAI & IT Outsourcing Strategy
Financial Services
IT Transformation
Business Process Outsourcing
Operating Model Design
Big 5 Bank - Capital Markets Technology & Operations Strategy & Transformation
Financial Services
IT Transformation
Operations Management
Operating Model Design
Notable Clients
Air Canada
Bank of America
Estee Lauder
Goldman Sachs
Netflix
Top Consulting Firms
Experience
KakarX Ventures Inc.
Management Consulting
Independent Strategy Consultant
9/2025 - Present
• Led AI portfolio of 60 initiatives for a PE-backed real estate platform, prioritizing automation and decision use cases that improved NOI, reduced OpEx, and strengthened scalability across assets.
• Defined fiber network expansion and pricing strategy for data center developers, assessing route economics, tenant demand, and lease vs. own models to optimize risk-adjusted returns.
• Supported insurance M&A from diligence through post-merger integration, harmonizing underwriting, GTM, and operating models across entities to unlock synergies and accelerate value capture.
• Defined fiber network expansion and pricing strategy for data center developers, assessing route economics, tenant demand, and lease vs. own models to optimize risk-adjusted returns.
• Supported insurance M&A from diligence through post-merger integration, harmonizing underwriting, GTM, and operating models across entities to unlock synergies and accelerate value capture.
PwC Strategy& (formerly Booz & Co.)
Management Consulting
Senior Manager - Strategy & Transformation
3/2025 - 9/2025
Advised senior executives on growth, sales, and transformation strategies — bridging corporate vision with execution. Led cross-functional teams to define future-state operating models, sales planning frameworks, digital transformation roadmaps, and organic and inorganic growth initiatives across diverse industry sectors.
• Sales Operations Transformation: Led PwC's enterprise-wide initiative to evaluate and operationalize AI use cases in sales planning, strategy design, and operational improvement. Designed 200+ consulting-grade prompts to test reasoning accuracy, benchmarked results with cross-functional AI research teams, and improved model precision by 18%. Co-led development of a generative AI tool using Gemini Ultra to automate sales pipeline analysis and client outreach, reducing response times by 40%.
• Go-To-Market and Growth Strategy: Developed the commercial and sales go-to-market strategy for a national RESP provider, conducting market, channel, and productivity analyses to define revenue targets, headcount needs, and incentive structures. Advised the CEO and Board on channel optimization, CX redesign, and partnership strategy, achieving a 20% increase in new client acquisition and $15M in annual cost savings.
• Enterprise Technology Strategy: Spearheaded a five-year GenAI, and IT Outsourcing strategy for a Maple-8 Pension; guided vendor assessment, selection, and transition, enabling $150M technology-debt reduction.
• Sales Operations Transformation: Led PwC's enterprise-wide initiative to evaluate and operationalize AI use cases in sales planning, strategy design, and operational improvement. Designed 200+ consulting-grade prompts to test reasoning accuracy, benchmarked results with cross-functional AI research teams, and improved model precision by 18%. Co-led development of a generative AI tool using Gemini Ultra to automate sales pipeline analysis and client outreach, reducing response times by 40%.
• Go-To-Market and Growth Strategy: Developed the commercial and sales go-to-market strategy for a national RESP provider, conducting market, channel, and productivity analyses to define revenue targets, headcount needs, and incentive structures. Advised the CEO and Board on channel optimization, CX redesign, and partnership strategy, achieving a 20% increase in new client acquisition and $15M in annual cost savings.
• Enterprise Technology Strategy: Spearheaded a five-year GenAI, and IT Outsourcing strategy for a Maple-8 Pension; guided vendor assessment, selection, and transition, enabling $150M technology-debt reduction.
Granimals-dot-com HealthTech Startup
Start-Up
Fractional Chief Strategy Officer and Board Member
9/2021 - 3/2025
Co-Founded a Health Care Startup - Granimals with a focus on digital physiotherapy services. Built and executed the company's commercial growth and sales operating model from the ground up — translating vision into measurable revenue plans, sales productivity models, and headcount strategies that enabled rapid scale and exit readiness.
• Sales Planning & Forecasting: Developed detailed revenue forecasts, bookings targets, and productivity ratios to guide sales resourcing and annual planning; established monthly and quarterly reviews to track performance and profitability.
• Headcount & Compensation Modeling: Designed role profiles, quotas, and incentive frameworks to align sales, marketing, and customer success functions to growth targets and retention goals.
• Revenue Operations Enablement: Implemented Salesforce for pipeline tracking and performance analytics, improving visibility into deal velocity, conversion, and forecast accuracy by 35%.
• Strategic Impact: Scaled revenue from $600K to $3M ARR within three years and positioned the company for a $10M acquisition by strengthening operational discipline, financial forecasting, and investor reporting.
• Sales Planning & Forecasting: Developed detailed revenue forecasts, bookings targets, and productivity ratios to guide sales resourcing and annual planning; established monthly and quarterly reviews to track performance and profitability.
• Headcount & Compensation Modeling: Designed role profiles, quotas, and incentive frameworks to align sales, marketing, and customer success functions to growth targets and retention goals.
• Revenue Operations Enablement: Implemented Salesforce for pipeline tracking and performance analytics, improving visibility into deal velocity, conversion, and forecast accuracy by 35%.
• Strategic Impact: Scaled revenue from $600K to $3M ARR within three years and positioned the company for a $10M acquisition by strengthening operational discipline, financial forecasting, and investor reporting.
Bank of Montreal
Corporate Strategy & Development
Director - Strategy & Transformation (Contract
2/2024 - 3/2025
Responsible for the strategy and execution of a Capital Markets–wide five-year operating model transformation program to modernize the bank's infrastructure and deliver $250M in cost savings by FY29.
• Operations & Cost Optimization: Conducted a front-to-back assessment of people, process, technology, and data inefficiencies driving $1.5B+ in non-interest expense. Designed a strategy to consolidate 40+ systems into four core platforms, reducing expense growth from 7.5% YoY to 2.5% and self-funding savings towards growth.
• Leadership & Governance: Mobilized a cross-functional Technology, Operations & Data (TOD) forum chaired by the COO and CIO to drive oversight, transparency, and execution alignment. Coached emerging leaders and delivered measurable outcomes through structured executive and board-level reporting.
• Operations & Cost Optimization: Conducted a front-to-back assessment of people, process, technology, and data inefficiencies driving $1.5B+ in non-interest expense. Designed a strategy to consolidate 40+ systems into four core platforms, reducing expense growth from 7.5% YoY to 2.5% and self-funding savings towards growth.
• Leadership & Governance: Mobilized a cross-functional Technology, Operations & Data (TOD) forum chaired by the COO and CIO to drive oversight, transparency, and execution alignment. Coached emerging leaders and delivered measurable outcomes through structured executive and board-level reporting.
Monitor Deloitte
Management Consulting
Engagement Manager - Strategy | Chief of Staff
6/2017 - 2/2024
Served as Chief of Staff to the Managing Partner, leading a team of six to drive strategic planning, sales performance, and operational excellence across Deloitte Canada's $600M Financial Services Consulting business.
• Strategic Internal and External Alliances: Partnered with senior executives in Ecosystems & Alliances and National Sales to align go-to-market execution, headcount planning, and incentive structures with firmwide growth objectives.
• Sales Performance & Growth Enablement: Oversaw revenue performance, pipeline analytics, and productivity reporting across 40+ Partners, 10+ assets, and 6 portfolios. Designed and implemented sales planning dashboards integrating Salesforce data to inform forecasting, quota setting, and resource allocation decisions. Prepared CEO and Board reporting materials that guided sales strategy and quarterly performance reviews.
• Strategic Programs & Cross-Functional Leadership: Built a Center of Excellence (CoE) to enhance collaboration across service lines, ensuring execution of key growth initiatives and consistency in GTM strategy. Supported compensation design and Partner incentive alignment to reinforce accountability for sales targets, client acquisition, and delivery excellence.
As Engagement Manager, led case teams to design solutions, test and build business models, and challenge orthodoxies to drive change in how organizations deliver value.
• Growth Strategy: Advised the CEO of a global bank holding company on expanding tr
• Strategic Internal and External Alliances: Partnered with senior executives in Ecosystems & Alliances and National Sales to align go-to-market execution, headcount planning, and incentive structures with firmwide growth objectives.
• Sales Performance & Growth Enablement: Oversaw revenue performance, pipeline analytics, and productivity reporting across 40+ Partners, 10+ assets, and 6 portfolios. Designed and implemented sales planning dashboards integrating Salesforce data to inform forecasting, quota setting, and resource allocation decisions. Prepared CEO and Board reporting materials that guided sales strategy and quarterly performance reviews.
• Strategic Programs & Cross-Functional Leadership: Built a Center of Excellence (CoE) to enhance collaboration across service lines, ensuring execution of key growth initiatives and consistency in GTM strategy. Supported compensation design and Partner incentive alignment to reinforce accountability for sales targets, client acquisition, and delivery excellence.
As Engagement Manager, led case teams to design solutions, test and build business models, and challenge orthodoxies to drive change in how organizations deliver value.
• Growth Strategy: Advised the CEO of a global bank holding company on expanding tr
Granum Inc
Management Consulting
Management Consultant
8/2014 - 5/2016
Delivered high-impact strategic projects for a diverse portfolio global clients by solving their complex business problems, identifying and prioritizing their growth opportunities, and articulating their future-ready strategies.