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Work Background
Specialist Master of Organizational Transformation
DeloitteSpecialist Master of Organizational Transformation
Jul. 2018 - Sep. 2023United StatesProvide valuable insights, strategies, and solutions to address most pressing challenges and achieve business objectives by serving as trusted consultant to global Fortune 500 clients. Improve business performance, increase profitability, and enhance competitiveness of clients. Utilize extensive cross industry experience to facilitate clients by developing innovative solutions. Examples of key projects and outcomes: ♦ Orchestrated assessment of existing processes, financial systems, personnel dynamics, and sales/marketing tactics, leading to performance improvements. ♦ Conducted comprehensive fit and readiness assessments, along with visioning sessions in collaboration with senior executives to assess core functions and deliver expert recommendations on innovative plans and solutions. ♦ Demonstrated proficiency in crafting strategic roadmaps aimed at establishing optimized operational frameworks with key focus on enhancing productivity, boosting customer acquisition, and fostering retention. ♦ Restructured governance framework to promote culture of continuous improvement by leading implementation of change management techniques and centers of excellence, leading to elevated stakeholders’ engagements. ♦ Headed comprehensive evaluation and played pivotal role in shaping IT strategy for major auto manufacturer, unifying two SAP S/4 HANA instances into single cohesive system during major business realignment to prepare company for rapid expansion into new markets while simultaneously reducing operational expenses and complexity. ♦ Achieved significant improvements in efficiency of back-office finance operations for major nonprofit healthcare organization through comprehensive post M&A analysis, including streamlining AP/AR, treasury, tax, reporting, FP&A, GL, close, payroll, and capital planning during Workday ERP transition. ♦ Showcased expertise in post M&A integration by merging 63 divisions into four shared service centers for AP operations.
Advisory Board at 3Pillars.Digital
3Pillars.DigitalAdvisory Board at 3Pillars.Digital
Jan. 2018 - Jul. 2018Sydney, Australia
Founder and Strategic Advisor to C-Suite on Organizational Transformation
Top-Quartile Performance Institute (TQPI)Founder and Strategic Advisor to C-Suite on Organizational Transformation
Jan. 2011 - Jul. 2018Colorado Springs, Greater DenverStreamlined processes, reduced costs, and created more agile and competitive organizations through optimized operations and strategic alignment. Designed and executed optimized operating models, resulting in increased operational efficiency, improved customer outcomes, and sustained growth. Fostered strategic partnerships with high performing service providers, along with conducting thorough assessment performance metrics to enhance customer performance. Examples of key projects & outcomes: ♦ Restructured outdated Service Delivery Model and drove explosive growth from $600K annual revenue to $1B by recommending business acquisitions and expansion of products in new sales territories. ♦ Spearheaded reengineering initiative for third-party claim administrator. Successfully reduced annual workers’ comp and GL losses >$35M, minimized risk reserves >$100M, and lowered health premiums by 15%. Deployed activity-based costing model for precise costing and reduction of waste. Devised predictive model which uncovered 5% of claims accountable for 75% of losses. Simultaneously restructured and re-staffed Management Team. ♦ Restructured channel strategy and pricing model across sales/marketing division by conducting comprehensive evaluation of client profit margins. Shrunk turnover churn by benchmarking compensation against industry trends, reorganizing inefficient channels, and revamping sales model to promote team selling. Drove >25% revenue growth <2-years and $>15M in EBITDA in the first six months. Mentored Director of Strategic Transformation and PMs on strategies to augment margins and target sales revenue. ♦ Orchestrated $>100M cost savings across several key programs as trusted change agent. Reengineered financial shared services center, comprehensive global IT financial systems assessment, 350 employee Finance/Accounting Department reorganization, Business Process Optimization (BPO), relocation of U.S. headquarters, and setup of Program Management Office (PMO).
Managing Partner
Navigator Consulting ServicesManaging Partner
Sep. 2001 - Jun. 2011
Director of Organizational Transformation
25+ years leading 35+ transformations globally for Fortune 500 Companies (Big Four Experience)Director of Organizational Transformation
Sep. 2000United StatesExtensive experience in devising and executing comprehensive transformation strategies for Fortune 500 companies. Skilled in identifying operational inefficiencies and implementing innovative solutions to optimize processes. Demonstrated success in guiding cross functional teams through complex change initiatives. Adept at fostering culture of continuous improvement, resulting in increased profitability, accelerated realization of benefits, and improved customer satisfaction. Strong analytical and problem-solving abilities, coupled with keen business acumen. Possess exceptional communication, team building, and stakeholder management skills with proven ability to facilitate alignment at all levels. Known for leveraging technology and data driven insights to inform strategic decisions. Adaptable and forward thinking professional dedicated to achieving sustainable business excellence. Core Competencies: • Strategic Business Planning • Post-Merger Integration • Organizational Transformation • Learning and Development for Enterprise Services Transformation • Change Management • Revenue & Margin Optimization • Cost Transformation • Financial Modeling • Technology Integration • Global Business Services • Service Delivery and Operating Model Transformation • Balanced Scorecard • Lean Six Sigma • Shared Services / CoE • Risk Management • Performance Measurement / KPIs • Control & Compliance • Activity Based Costing • Outsourcing • Transition & Program Governance


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An Experienced Director in Organizational Transformation and Change Management
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