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Work Background
Business Owner
Clever Fox Advisory LLC Business Owner
Apr. 2018Chicago, IL, United StatesTransformation expert delivering process improvement initiatives for companies looking to modernize their financial operations. Illustrative Projects: ➢ Director managing the transformation office initiatives focused on intersections for $1.9 billion of projects for AIG, a global insurance company. ➢ Senior Program Manager leading the finance transformation program for Walgreens, a healthcare and retail pharmacy leader. Responsible for establishing the global accounting frameworks, including accounting policy standards, operating chart of accounts, and month-end close acceleration. ➢ Rotational IT product owner for finance/data analytics, developing and driving product strategy based on business objectives, competitive landscape, and resource constraints for West Monroe Partners, a professional services firm. ➢Finance business process consultant supporting the finance transformation for Treehouse Foods, a private-label multinational food processing company.
Management Consultant- Business Advisory Services
Slalom ConsultingManagement Consultant- Business Advisory Services
Dec. 2014 - Apr. 2018ChicagoSenior Strategy and Operations Consultant focused on driving best practices across end-to-end business processes. Project manager leading business unit’s growth strategies, process improvement and post-merger integration. Illustrative Programs: ➢ Continuous improvement manager leading the process improvement initiatives related to the centrally managed procurement (CMP) and virtual legal entity strategy. Provide recommendations to unlock trapped value in the CMP process to achieve the benefits realization schedule of $7 million for Q3/Q4. Deployment lead managing the Performance Improvement team to address operational and systematic issues. ➢ Project manager for the retail division of a $23 billion foodservice distributor. Responsible for leading the process improvement initiatives including a major technology transformation to achieve their business unit growth strategy. The projected cost savings over a five-year period are estimated at $15 million due to support office labor savings and intercompany transfer costs. ➢ Senior transformation manager for an insurance agency (IAT Insurance). Responsible for developing the future vision of agency management, including operating model, strategic roadmap, and customer impact assessment. ➢ Advised a health solutions group on the future state products strategy including core competency definition, recommendation on a new custom technology platform and vendor selection process. Led workshops, stakeholder interviews and worked with key personnel from the operations, strategy and health solutions teams to identify pain points, value drivers, enablers and the to-be vision. Business Development and Innovation: ➢ Project manager for an end-user provisioning tool for an insurance company. Responsible for developing the QA & testing strategy/plan execution, including test cases/scripts, defect management process, status/metrics, vendor management, and controls across 19 applications.
Senior Consultant
EYSenior Consultant
Nov. 2011 - Nov. 2014Greater Chicago AreaSenior advisory consultant with expertise in requirements gathering, financial analysis and project management. Outstanding performance in the design and delivery of business process improvement initiatives to optimize performance, productivity and profitability. Develops and maintains excellent client relationships. Illustrative Programs: ➢ Project managed the global testing and training workstream for Caterpillar during 26 discrete separations or $4.3B of an after-market parts business. over a two-year period. Collaborated with IT and Finance to redesign the order-to-cash, procure-to-pay and finance-to-report processes for separations in North America, Latin America, Africa and Asia. Conducted training on new business practices/changes to front-line managers and supervisors across six different business units onsite in North America, Panama, and South Africa. ➢ Designed a tax efficient supply chain management (TESCM) solution by establishing a Geneva corporation for Caterpillar. The TESCM solution utilized a combination of tax planning, low cost sourcing/shared service centers, expansion into new markets, new product offerings and centralized procurement to drive a project cost-savings of $25 million over the next three years. ➢ Led two optimization projects totaling $300,000 including budgeting, planning activities, staffing and scope definition for an automatic invoice and a consolidated freight process. The two projects lead to operation efficiencies around reduced headcount, freight savings and decrease days sales outstanding (DSO). ➢ Engaged in vendor software assessment and selection for a newly acquired Chinese mining company by Caterpillar. Strategized with C-level executives to identify post-acquisition activities and integration activities needed by the Finance/Accounting departments to successfully join the company’s factory network.
Staff Consultant
CapgeminiStaff Consultant
Jun. 2010 - Nov. 2011Greater Atlanta AreaStaff consultant focusing on delivery of SAP FICO/SD solutions throughout the software delivery life cycle. Responsibilities include: working with clients to define the scope of a project; planning timescales and the resources needed; clarifying a client's system specifications, understanding their work practices and the nature of their business; and designing, testing, installing and monitoring new systems. Illustrative Programs: ➢ Assisted an industrial equipment supplier with their finance transformation project including execution of training and alignment on best practices ➢ Helped structure a $150 million global technology transformation for a greeting card manufacturer by designing the business case, 5-year benefits realization plan and role restructuring ➢ Completed a successful SAP go-live and full software life cycle for a warehouse distribution company focusing on the finance module
Functional Consultant
Wipro TechnologiesFunctional Consultant
Jun. 2009 - Jun. 2010Greater Atlanta AreaAssembled business case for IT transformation Resolved help desk tickets based on severity Gathered information regarding business process flows in the SAP FI module and prepared deliverables for the client

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Project Management & Process Improvement Expertise
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