Guide operations of financial data metrics and benchmarking product line for leading wealth management consulting firm. Hired to create complete replacement of acquired outdated system and roll out of Trustcompare product line, developing a comprehensive Trust industry financial analysis and reporting system. Primary point of contact with senior client leadership to ensure quality and accuracy of reporting. Build and deploy effective tools, processes and documentation to consistently deliver timely, meaningful benchmark analyses for clients. Perform a wide variety of finance and operations consulting projects for clients, including research, data analysis, and creating deliverable documents.

Direct all facets of self-built consultancy firm providing financial analysis, technology solutions, and coaching and business planning to a wide array of clients.

Founding member of a new company importing and selling handknitting yarns. I managed all operations of the company and was responsible for creating systems, processes, and procedures for finance, technology, warehouse, and order management functions. Implemented open source ERP/CRM system to manage company, and developed Access applications for backorder tracking & scheduling, financial analysis, and commission calculation.

Instrumental in creating new division of healthcare technology company, focused on providing outsourced desktop computing support. Conducted detailed operational analysis for hospital systems and prepared recommendations for improvement, as well as possible outsourcing solutions. I managed the consulting division of this group and provided technical sales support. Projects I managed resulted in $32 million in new outsourcing revenues.Performed consulting engagements as part of a team, providing HIPAA readiness audits. I created 2 new Access applications that were sold to clients to manage their HIPAA planning activities.

Managed $4b global expense budgeting process. Implemented new client/server budgeting and allocations system to support budget process, including integrating budget data via SQL programming to load data into legacy mainframe system.