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Managed a lean team of 2 Directors and 2 Business Intelligence Analysts focused on aligning and balancing objectives across ~200 employees through strategic planning, data-driven decision-making, and cross-functional execution.Select organic growth strategy and corporate development initiatives• Drove an 870% growth in quarterly loan originations over 2-years through the development and implementation of strategic initiatives based on data-driven insights, and meticulous monitoring and reporting to ensure attainment.• Achieved a 95% revenue increase over 12-months by launching new products, forging strategic partnerships, and establishing renewals; created business cases, built revenue forecasting models, and tracked actuals against plan.• Led the C-suite and 20+ workstreams through the first acquisition of a Bank by a FinTech, since Lending Club’s acquisition of Radius Bank; served as Chief Integration Officer and formed an Integration Management Office (IMO).Select cost reduction strategy initiatives• Realized $3M+ annually through process improvement; leveraged Six Sigma tools and optimized headcount and variable expenses by modeling marketplace supply, demand, conversion, and productivity across the sales funnel.• Reduced CAC by 25% over 12-month period through channel mix optimization and funnel conversion improvement.Select strategic planning initiatives• Orchestrated SmartBiz’s transition from an OGSM framework to a long-/short-range strategic planning process with OKRs and KPIs; improved accountability by mapping initiatives with measurable impact, against company objectives.• Directed the development of Quarterly Board of Directors presentations and facilitated company offsites with the SLT.

Created TrueNxus, "the Slack for project management." The cloud-based SaaS product allowed cross-functional teams to increase productivity with one solution, generate efficiency through automation, and drive results through collaboration.- Owned a 6-figure P&L and directed a team of 15 across product, engineering, marketing, legal, and accounting.- Designed, built, and launched SaaS; planned and executed go-to-market (GTM) strategy acquiring 50+ customers.

Reported within the Office of the CEO and organized the c-suite, 13+ business unit presidents, and 120+ functional leaders by driving initiatives lined up with the company's strategic objectives; oversaw a portfolio of 15+ initiatives.Select revenue strategy initiatives- Set up a Revenue Synergy Office for Fiserv’s $22B acquisition of First Data; directed external consultants and coordinated 50+ executives globally across sales, FP&A, and product, and identified $600M+ in revenue synergies.- Guided a team of 15 professional services SVPs and VPs and analyzed 2,200 products; calculated a $1.2B opportunity to accelerate revenue recognition across 100 products and developed a roadmap.Select business transformation initiatives- Established and coordinated an emergency Covid-19 Credit Risk task force of 30+ employees to stop payment default in merchant payment processing; resulted in $2B savings.- Drove the strategy, planning, and execution of combining 17 online/mobile banking systems into one platform across 4 product packages (~4,000+ clients/ ~100M end-users) to service retail and SMB needs of banks and credit unions.

Advised senior executives at 20+ Fortune 500 companies and Private Equity firms in strategy, mergers, acquisitions, divestitures, and restructuring. Managed project budgets and engagements of 10+ consultants.Select M&A engagements- Consulted for a global chemical company on its divestiture of a $4.9B car paint business; coordinated the identification of $140M in transition service agreements (TSA) across 50+ executives, 35 countries, and 20 functions.- Advised a leading private equity firm on its platform investment in a $250M power and utility company; performed operational due diligence and acquisition integration planning for future add-ons.- Counseled a global investment bank on the divestiture of its U.S. wealth management business ($56B client assets); planned pre-announcement to close, set up a wind-down office, established monitoring and reporting, and executed.- Advised a global bank on its spin-off of a $152M warranty solutions business; performed operational due diligence and built stand-alone and one-time cost financial model.Select corporate strategy engagements- Facilitated the development of a commercial bank’s new corporate strategy aimed at shareholder value realization; aligned leadership on a set of strategic objectives, defined and scoped 100+ initiatives, and developed a roadmap.- Planned a global restructuring of shared services for a diversified financial services company; analyzed the current-state operating model and designed the future-state and roadmap for 40 countries, 29 functions, and 7 business units.- Created global bank’s Living Will - strategy for rapid and orderly resolution in the event of financial distress or failure.- Formulated an interbank payment clearing house’s disposition strategies in the event of market stress.

Advised senior executives on post-merger integration, digital transformation, and business intelligence.Select engagements- Consulted for a global investment bank on post-merger integration of a $13.5B wealth management firm.- Advised a global investment bank on post-merger integration of a $10.2B ultra-high-net-worth wealth management firm.- Designed and implemented a learning management system for 20,000+ users.