RESUME

Advising and consulting with CEOs of small to medium size business, focused on evidence-based strategies, guiding their path to growth, scale and organizational transformation.

• Increased new client acquisition by 14.6% at an industrial supplier

• Reduced operating expenses by 10.2% at a retailer

• Compressed new market opening time by 5.4% at an IT Managed Services company

• Reduced a start-up launch timeframe by 12% at a HR Services company

​Private 501(c)(3) non-profit organization whose mission is to champion the wellbeing of companion animals and strengthen their bond with the people who know, love, and need them.

• 01/2023 – Present. Board of Directors. 

• 01/2023 – Present. Chair of Diversity, Equity, and Inclusion Committee.

• 01/2023 –12/2024. Member, Board Engagement Committee. 

• 01/2024 –12/2024. Chair of Governance sub-committee for Board Survey and Analytics. 

• 01/2023 – Present. Member, Strategic Planning Committee. 

Recruited by the CEO to transform all functions to a growth-oriented, scalable, and profitable organization. Oversight of 125+ resources across, and $44.6M P&L.

• Reduced expenses by 12% through restructuring FP&A and removing role redundancies

• Boosted products per contract by >19% by creating product value add and upsell methods

• Amplified client satisfaction by 33% by dropping volunteer attrition from 64% to 22%

Recruited by the CEO and President to reengineer the company to raise EBITDA, and package it for a liquidity event to private equity. Oversaw a $36.2M P&L, and 250+ resources across multiple locations. 

• Increased EBITDA 10.3% by organizational realignment, and streamlining processes

• Improved new client close rate by 14% by creating a pre-sales vetting team

• Negotiated a 50% higher valuation multiplier with PE firms than originally forecasted

Responsible for $12.1M P&L, the company’s strategy, operations, and technology groups. 

• Reduced IT expenses by 48% by consolidating technology stacks

• Gained 21% efficiency in productivity by simplifying approval workstreams

• Revamped product offering compressing client program delivery time by 19%

Hired to turn around the business unit after a 42% revenue loss. Oversaw $236.6M P&L and 150+ onshore and offshore resources. 

• Restructured, right sized, and outsourced functions saving 22% expense,

• Enhanced usability, built new products, recovered revenue loss, and gained 19%. 

• Boosted client retention by 16% and sparked 12.5% increase in revenue by developing and deploying new digital and mobile products.

Led multiple teams implementing enterprise-wide solutions transforming operations, and data and information accuracy, across multiple locations, subsidiaries, and business units. Managed $90.4M P&L and 125+ domestic and offshore resources, 

• Successfully reduced operating costs by 39.7% while increasing productivity by 36% through the strategic review and optimization of underperforming departments and processes.

• Reduced technology operating expenses by 58% by migrating from five bespoke RMS/CRM solutions to a fully integrated and custom Salesforce.com instance.

• Achieved a 2% increase in corporate Net Promoter Score by establishing and chairing a corporate reward and recognition committee focused on employee satisfaction and engagement.

Led global project management and engineering teams implementing bespoke telephony technology solutions into client call centers. Reinvented operating workflows and processes, reducing delivery time by 11%.

Collaborated with cross-functional teams actively engaged in the company’s rapid growth and expansion from 293 stores into 50 states, three territories and five countries with direct management of more than $4.2B in project spend. Implemented entry into new markets, including Argentina, Canada, Chile, Mexico, and Puerto Rico which included three multi-year expatriate assignments.​