Download PDF

I'm an entrepreneurial problem solver that creates innovative strategies to drive results

Work History

2016Present

Director of Strategy & Corporate Development

MGT Consulting Group

Collaborate with the leadership team, CEO and Board to develop strategies to drive organic and inorganic growth through M&A, strategic account management and innovating our service offerings and processes to align with future market demands; these strategies have resulted in 50% YoY growth.

Selected, designed and managed the end-to-end implementation of Mavenlinka
professional services automation solution that manages our entire project lifecycle
across 4K+ projects and 100+ employees. As the internal product owner, continuously collect stakeholder feedback and iterate our Mavenlink roadmap so MGT can maximize business value from API integrations or process automation.

Planned and implemented a project management process for our largest, $12M+ project, to ensure all clients/stakeholders expectations are met while ensuring MGT achieves on-time and on-budget delivery of all contracted deliverables.

Lead our technology modernization initiative on a $150K budget to upgrade all
laptops, migrate our data to the cloud as well as upgrade our productivity software
applications used for sales/marketing, project delivery and finance/accounting.

Designed and implemented our enterprise-wide budget process and business analytics dashboard to monitor performance which includes: employee utilization to assess productivity, client acquisition/retention to measure sales trending/growth, and financial forecasting to ensure we achieve our planned YoY goals.

20122016

Senior Strategy Analyst

Depository Trust & Clearing Corporation (DTCC)

Managed and designed the annual Balanced Scorecard program, which is a set of 25 measures that aligned with our business strategy and was used to assess enterprise-wide performance and determine bonus funding for ~6K employees; this consisted of managing 30 data sources, database administration and generating monthly data-driven insights and presenting strategic recommendations to the CEO. 

Designed an enterprise-wide business case solution to improve our investment decisions for a $400M project portfolio.

Structured a cost-to-serve program to improve the profitability of our $300M+ derivatives business, which consisted of jurisdictional financial transparency, forecasting, and assessing client profitability which led to a repricing strategy.

Supported our global workforce (~6K) location strategy which was focused on restructuring our employees to optimize expenses, efficiency & risk mitigation.

20122012

Business Analyst

WestPoint Underwriters

Developed Excel models/algorithms using logic from our clients' property and casualty insurance manuals & actuarial tables to deduce premiums associated with user inputs; partnered with our development team convert these models into web-based apps for our clients to efficiently manage their business online. 

20112012

Auditor

Masonite Corporation

Investigated invoices with the accounts payable team & recovered ~$600K.

Produced an auditing methodology that captured potential fraud, spending trends & compliance with Masonite's T&E policy; which was approved by the CAO.

 

20112012

Assistant Financial Planner

AXA Equitable

Researched retirement, equity, fixed income and mutual fund strategies using Morningstar that aligned with client demands and risk tolerance levels.

20092010

Transportation Engineering Analyst

University of Hawaii

Analyzed graphical data in Excel and assisted the transportation engineers to produce algorithms in Visual Basic to predict track traffic flow throughout parking lots.

Education

20142015

M.Sc Finance

University of Tampa

Financial Management & Strategy, Business Analytics & Forecasting, Venture Capital & Alternative Investments, Financial Analysis of Commercial Real Estate, Investment Management, Decision Modeling & Analysis, Business Valuation, 

20082012

B.Sc Mathematics; Minor: Economics & Mathematical Programming

University of Tampa

Probability and Mathematics Statistics, Mathematical Economics, Econometrics, Differential Equations, Linear Algebra, Discrete Math, Visual Basic Programming,