Partner
Current• Led study for CFO of $600 million energy company to assess finance organization and key business units to develop strategy for improving operations. Result: Created operational roadmap to drive internal efficiencies and reporting through combination of organizational realignment, process improvement and improved use of existing ERP core application• Established effective governance, oversight and portfolio management of agency investments for the Consumer Product Safety Commission by developing a capital planning program; project management office; and IV&V of major investments. Result: Created framework for making effective decisions by establishing an Investment Review Board comprised of agency senior executives and linking investment oversight to project oversight through portfolio management. • Led study on behalf of private equity firm to evaluate impact of emerging technology on IT virtualization market segment. Result: After interviewing industry CIOs, study highlighted specific technologies that were impacting purchasing decisions in short and mid-term providing better insight into potential market shifts.• Led integration of $200 million acquisition. Largest acquisition to date and required 8 months of focused time by a core team of internal personnel to ensure success. Result: Onboarded 400 employees along with trucks and capital equipment necessary to run the business; retained existing contracts and customers from acquisition; integrated and consolidated back end systems; and increased EBITDA synergy capture by 75%. • Hired by ownership to evaluate operational readiness and establish game plan to improve underlying profitability of $50 million services company experiencing 30% year over year growth. Result: Restructured leadership team; hired new CFO; established technology roadmap and drove operational efficiencies that increased net profitability by 3%.