Helping organizations understand and manage the technology, societal, market, and regulatory forces that are impacting the future of work.Align business strategies with people strategies; provide the data, analytics, and insights to lead to action; and design the workforce strategies that will support the workforce for the future.

- Redesigned organizational structure of North America region to accelerate revenue growth; supported change management through implementation. New structure enables greater empowerment and accountability for local teams, aligns goals to drive better collaboration and outcomes, and creates additional leadership bandwidth to expand innovation and M&A capacity. - Focused and enhanced the strategy of global operations and technology division into 4 key areas, aligning 9,000 colleagues around the globe around goals and core performance metrics. Enabled channeling of people and capital resources towards concentrated initiatives to speed progress and increase impact.- Drove assessment of off-shore captive to extract greater enterprise value. Identified $30M+ of savings through advancing automation, monetizing assets, and leveraging 3rd parties.- Launched and drafted a robotics & AI playbook to accelerate the adoption and utilization of technology that enhanced customer experiences and increased productivity.

Strategic Initiatives Leader for North America Operations focused on assessing opportunities and executing key operation transformational initiatives that drive cross-line of business collaboration, improve quality and consistency, and enable revenue growth across North America.Highlights:- Headed multi-year transformation of $700M business from project inception through the execution of a new operating model, which included creating delivery hubs, standardizing processes and deliverables, enhancing knowledge management, developing a technology platform, and providing career frameworks and training. Identified $100M+ of expense savings over 5 years; delivered solutions on-time and exceeded expense savings targets.- Analyzed, designed, and managed the execution of effort to consolidate in-bound mail operations from five locations into one, and outsourced activity to a 3rd party. Delivered $1M in annual savings.- Conducted a spans of control exercise with newly combined administration business. Partnered with business leaders to identify $5M of opportunities to flatten organization and improve spans.- Drafted location strategy by assessing administrative locations. Recommendation led to closure activities and redeployment of real estate investments.

Strategy consultant for Mercer North America, tasked with transforming businesses across multiple practices, developing strategic growth plans and M&A strategies, and designing solutions to enhance profitability and revenue growth. Highlights:- Led initiative to reorganize 3 businesses into one unit to increase capacity to manage client demand, improve colleague career development, and drive down overall cost of delivery. Developed business case, strategic framework, and served as PMO managing people, financial, and business work streams to a successful integration. Initiative expected to expand revenue by 30% while improving margin by 400 basis points.- Developed strategic plan for a business unit that included value chain assessment, market sizing, analysis of competitive landscape, and projections of industry. Plan included recommendations to focus on alternative distribution channels, improve the leverage model, and develop more effective training to accelerate impact of new colleagues that would increase revenue by $50M and double NOI over a 5 year period. Additional in-organic and market shifting strategies offered to further accelerate growth. - Developed strategic plan for a business unit that included key organic and inorganic opportunities to deliver profitable revenue growth and significant NOI improvement. All key initiatives were later endorsed by CEO. - Conducted market sizing and entry cost-benefit analysis of niche industry and provided recommendation to senior leadership- Created and manage the competitive intelligence function for North America, which includes analyzing talent in- and out-flows, sales pipeline wins and losses, and financial reports; coordinating with colleagues to gather local intelligence; and reporting key finding to Risk Committee and senior leadership to inform strategic activities.

Highlights:Marsh, Global Transformation • Participated in an initiative to realign core broking business processes to achieve improved efficiency and increase colleague capacity. Constructed flexible financial model and collaborated with project leaders and senior stakeholders to develop scenario analysis to identify optimal staffing levels and maximize cost savings.• Coordinated User Acceptance Training of new workflow technology. Built and managed issue log to track defects and coordinated information flow between technology team and business users to ensured defects are categorized, prioritized, and resolved.Guy Carpenter, Financial Planning & Analysis• Managed the finance work stream of three major organizational transition initiatives – geographic reporting, client segmentation, and product line reporting - by working with global business leaders, IT, HR, and finance leaders. Successfully implemented new P&L and report formats on schedule.• Produced monthly P&L, new & lost business analysis, revenue forecasting, quarterly earnings reports, and ad hoc reports for CFO and other senior leadersMercer, Strategy & Corporate Development• Built an M&A pipeline for Investment Consulting and Advising, Human Capital, and Health and Benefits US businesses. Increased M&A pipeline by 50% and provided significantly greater focus through researching potential acquisition targets, meeting with senior leaders, bankers and advisory firms, and preparing discussion documents.• Led or provided support for over 10 potential acquisitions through various stages of the transaction lifecycle. Drafted and negotiated NDA’s, reviewed and analyzed CIMs, constructed valuation models, drafted IOI’s and LOI’s, conducted financial due diligence, managed due diligence work streams, and developed presentations for leadership

Highlights: • Assessed over 100 new business opportunities by researching and analyzing current and potential clients’ risk exposures and presenting customized solutions• Contributed to company’s growth through sales of solutions and service

Highlights:• Evaluated pricing structures of clients’ vendor contracts for savings opportunities and successfully negotiated reductions in annual program costs • Prepared financial analysis and assisted in process flow analysis to identify $13.6 million in potential cost savings for a Fortune 500 company • Led negotiations against insurance company to obtain $2.4 million of disputed insurance assets• Built functional models in Excel to standardize, improve and make efficient various functional processes including business continuity assessments, vendor pricing comparisons, benchmarking, and loss history analysis• Reduced financial exposure by conducting claim reviews and audits to direct and advise insurance carriers in reserving practices and settlement options