I help higher education institutions and service providers to grow sustainably and in line with their missions. I've worked with scores of administrators and faculty on five continents to select, develop, and grow sustainable and cost-effective online degree programs.Relevant expertise and projects:-- New program financial modeling and resource planning-- Insourcing vs. outsourcing decision support-- Straightening out messes and eliminating surprisesClients' results:-- Reduced risk and increased predictability in new program development-- Development/restructuring of programs to reach sustainability-- Greater faculty and administration alignment-- Peace of mind

Zentila (acquired by Aventri) is the first "strategic sourcing management" solution for meetings and events. Its SaaS solution enables companies to shine a light on the $83 billion spent annually on corporate meetings and association events, adding transparency and controls to effectively manage meeting spend.

Embanet (now part of Pearson) provides higher education enrollment, retention, and instructional design services to non-profit colleges and universities. It partners with institutions to develop and launch new online degree and certificate programs.Finance executive reporting to CFO, with the purview of budgeting, resource planning, lead channel and student acquisition analysis, debt covenant and risk analysis, and ad hoc analytic support for the business.Managed a team of business analysts to establish product-level profitability analyses on combined company’s programs. Led post-merger budget consolidation, including rationalization of the firms’ disparate financial and non-financial metric reporting systems. Conducted detailed risk assessment of programs and service offerings in support of the company’s growth strategy.

Position with broad responsibilities over financial planning and forecasting, investment selection, new program development, and marketing and sales analysis, reporting to the CFO.Created sophisticated predictive models and activity-based financial analyses for operations and business strategy. Some of my favorites: -- Sales and service metrics, marketing campaign templates and dashboards, and actually usable IRR and NPV models.-- New business pro forma models, used by business development and executive leadership teams to project new program viability and reduce investment risk.-- New budgeting process that established program-level performance measurements, staff and expense ratios, and profitability metrics.Represented the Finance team on the executive investment committee, responsible for assessing and approving capital investments in new programs and service offerings.Worked with CEO and CFO in successful acquisition by P.E. firms Technology Crossover Ventures and Knowledge Universe for industry-leading EBITDA multiple.

Senior manager responsible for the company’s largest account. Responsibilities included P&L management, student growth, and nurturing of university relationships with faculty and university administration.Led a cross-functional team of 25 marketers, recruiters, and program managers to maintain and grow online program portfolio, generating over $16 MM in annual tuition revenue. Collaborated with deans, department heads, faculty, and university administrators to launch new program offerings in nursing and allied health disciplines. Designed and implemented metrics reporting dashboard for all business units; mentored new partnership directors.

Internal consultant for marketing group. With the company president, I created the marketplace assessment framework and launched the firm’s consulting practice, providing marketplace assessments for prospective university partners.Developed new program marketplace assessment structure that provides an analytic framework to measure new program viability. Conducted dozens of market assessments for client institutions. Created new student and prospective student surveys to capture rich insights into demographics and program selection criteria.

Score Prep (now Kaplan Premier) innovated in-home tutoring for grades 7-12 on a national scale. Regional manager in charge of sales, operations, and training for California and Washington markets. City director for three markets over a three-year period: a launch, a turn-around, and an established office. Responsible for sales, operations, and overall profitability.