As Partner, managing client relationships, tax and financial strategy as well as tax filings and audit remediation. Also responsible for digital transformation, AI development as well as technology solutions.

My primary role was to cultivate, grow, and sustain partnerships for the global account portfolio. I steered many core projects harnessing the organization’s BI and AI tools (Power BI, Tableau, Python) to support these efforts. Selected Achievements :» Saved 2+ days of manual work/processing for team based in Korea by leading design of analytical system to seamlessly present and visualize Salesforce data within Tableau front end. » Sourced new engagements and growth opportunities for teams by devising model to actively pursue clients for visualization prospects; built business development system to identify, manage, and capitalize on leads. » Designated as Digital Twin services leader to develop service line; manage client projects, develop marketing collateral, and led partnerships with 3rd party contractors

As Managing Director, I championed analytics, modeling, Power BI, and AI delivery for financial services, including new business development initiatives. Selected Achievements:» Secured three new large clients and delivered analytical model by creating sales system/content to pursue opportunities while offering robust analytics capabilities. » Recognized as analytics and artificial intelligence subject matter expert (SME) across the organization. » Facilitated AI training solutions and practice adoption spanning the entire firm.» Guided talent development initiatives while leading full lifecycle recruitment for the practice.

At Credera, I spearheaded the analytics and BI practice, where I continuously developed the business and oversaw vital projects. Selected Achievements:» Sold $5M in new BI projects, scaling and skilling up teams to support multiple initiatives concurrently. » Completed successful enterprise Power BI implementation for a national fitness organization.» Crafted natural language processing (NLP) machine learning (ML) model for nation’s largest factoring company.» Devised data warehouse and BI solution at an international cement manufacturer.

I oversaw a $20M business while anchoring a team of 30 direct reports and 50 overall resources. Selected Achievements:» Assembled cross-functional, 30-person team leading to $20M business; oversaw recruiting lifecycle and led group to manage data/analytics solutions for distressed companies. Tools included Python, Power BI and SQL. » Enhanced team’s skillset by mentoring dozens of associates and creating roles that enabled upward career trajectory. » Oversaw new business unit development and integration activities for AlixPartners’ Manchester; oversaw training, tech development, and initial new business development efforts.» Leveraged expertise to offer litigation data support/management for national clients; frequently called as expert witness in Federal Court testimony/attestations. » Handpicked to serve as Claims Administrator of the Bernard Madoff Class Action Settlement.» Anchored debt valuation and claims administration, trust/estate management, and treasury/financial operations for some of the world’s largest settlements and multibillion-dollar organizations.» Steered BI, data management, and modeling for numerous high-profile clients, including: ▫ General Motors, Regal Cinemas, British Petroleum, Sanofi, Texas Rangers Baseball Partners, Citrix, Staples, Solyndra.