Management consulting services for evolving businesses and teams

Exploratory project at the forefront of alternate currency media transactions; creating a new marketplace model for advertisers seeking more high attention placements.Currently developing G-T-M strategy

Spearhead strategic and operational growth initiatives for boutique financial firm providing quantitative risk analytics services and structured product underwriting for fund managers and institutional and retail investors Develop marketing tactics, drafted email and ad copy driving over 200 meetings with financial professionalsDesigned comprehensive partnership deals and operating plans Lead rigorous back-testing and modeling exercises on fund manager performance and… Show more Spearhead strategic and operational growth initiatives for boutique financial firm providing quantitative risk analytics services and structured product underwriting for fund managers and institutional and retail investors Develop marketing tactics, drafted email and ad copy driving over 200 meetings with financial professionalsDesigned comprehensive partnership deals and operating plans Lead rigorous back-testing and modeling exercises on fund manager performance and capacity to support structured product underwriting; provided guidance on investment strategy development and operational improvements Show less

Recruited directly by head of Revenue Planning and Business Systems of major television network family to align technology asset selection and implementation to business objectives due to deep understanding developed as a technology vendor.Implemented digital OMS (Operative.One) in less than half the vendor’s expedited timeline; captured business user requirements; led RFP drafting and proposal scoring processes; negotiated commercial terms, contract and SOW Built out custom… Show more Recruited directly by head of Revenue Planning and Business Systems of major television network family to align technology asset selection and implementation to business objectives due to deep understanding developed as a technology vendor.Implemented digital OMS (Operative.One) in less than half the vendor’s expedited timeline; captured business user requirements; led RFP drafting and proposal scoring processes; negotiated commercial terms, contract and SOW Built out custom configurations for user roles, permissioning, and approval flowsCreated resource plans, built annual and project budget models including project capex and opex for team Simplified access and reduced risk by harnessing AMCN IT to implement SSO via Federated IDs to all ad tech systems; activated user on/off-boarding and support tickets into the AMCN Portal/ServiceNow Chosen to lead digital data consolidation project based on Operative success and demonstrated in-depth understanding of the complexity of the datasets generated across the digital data sources Drilled down through FreeWheel site hierarchies uncovering reporting idiosyncrasies requiring the creation of 7 distinct automated daily reports to accurately aggregate 1P impression data; connected consolidation tool to 3P data vendors (ExtremeReach, Innovid, DCM, Sizmek, Flashtalking) Show less

Guide buy and sell-side partners in more effectively leveraging the MASS Exchange platform and ROI maximization tools. Demonstrated an 80% reduction in cost of sales by conducting a time and motion analysis comparing prospect’s traditional sales process to that achievable via the MX trading platform, closing our first major TV partnershipDrive demand to MX market through partnerships with buyside planning and optimization platformsScope and oversee execution of… Show more Guide buy and sell-side partners in more effectively leveraging the MASS Exchange platform and ROI maximization tools. Demonstrated an 80% reduction in cost of sales by conducting a time and motion analysis comparing prospect’s traditional sales process to that achievable via the MX trading platform, closing our first major TV partnershipDrive demand to MX market through partnerships with buyside planning and optimization platformsScope and oversee execution of integration plans (api, csv) with cross-screen planning and optimization platforms.Build and execute new customer on-boarding and implementation plans; managed deployments of the MX programmatic marketplace across 5 national TV networksTransform user feedback and industry learnings to actionable product improvement plans; drive C-suite’s strategic planning and product roadmap priorities. Show less

Created and executed financial, operational and business development strategies that grew the company from start-up to >$3M in annual recurring revenue, achieving profitability >25% each yearManaged financial due diligence process and integration of finance and operations during Jan. 2016 merger, exiting transaction with >$10M in ann. revenues and >40 staffMonitored and reported operating efficiency and financial performance across 6 service categories, quantifying… Show more Created and executed financial, operational and business development strategies that grew the company from start-up to >$3M in annual recurring revenue, achieving profitability >25% each yearManaged financial due diligence process and integration of finance and operations during Jan. 2016 merger, exiting transaction with >$10M in ann. revenues and >40 staffMonitored and reported operating efficiency and financial performance across 6 service categories, quantifying hourly staff production >20% better than competitors through efficiency analysis of staff hours and ops staff assignment processFormulated Quickbooks accounting processes; selected and implemented technology solutions to manage operations planning and execution, travel/expense reporting, and payroll; achieving 8% net savings and 40% less admin resourcesBuilt and presented Excel models and PowerPoint decks advising Board/Exec team on $3M capital expenditure planning, accurate valuations of 2 target companies, and pricing/profitability of bid opportunitiesCreated and actively managed projected and actual budgets ranging from company to job level that included cash flows, hiring plans and capital expenditures Show less

Provided strategic and regulatory consulting services to financial sector clientsManaged work streams including data collection/analysis/reporting for engagements generating over $50 millionStandardized best practices to mitigate operational risks with concise, targeted service level agreements and process manualsDeveloped adaptable Excel processes for coordinating, indexing and tracking projects which increased accuracy of big data inputs Served as key contact… Show more Provided strategic and regulatory consulting services to financial sector clientsManaged work streams including data collection/analysis/reporting for engagements generating over $50 millionStandardized best practices to mitigate operational risks with concise, targeted service level agreements and process manualsDeveloped adaptable Excel processes for coordinating, indexing and tracking projects which increased accuracy of big data inputs Served as key contact for communication with clients, vendors and professional services firmsProposals, presentations, and RFP responses, including executive summary reports for clients and regulatory agencies Show less

Led financial and qualitative due diligence for middle market investment banking engagements, maximizing value for clients in the oil & gas, restaurant and retail sectors.Synthesized financial statements and qualitative research from client-company leaders to create financial models and presentations that typically demonstrated 2-5% EBITDA improvements to potential acquirers and financial partners, allowing me to formulate transaction and capital structures that created win-win… Show more Led financial and qualitative due diligence for middle market investment banking engagements, maximizing value for clients in the oil & gas, restaurant and retail sectors.Synthesized financial statements and qualitative research from client-company leaders to create financial models and presentations that typically demonstrated 2-5% EBITDA improvements to potential acquirers and financial partners, allowing me to formulate transaction and capital structures that created win-win opportunities for all deal parties. Show less

•Performed quantitative and qualitative research of current and prospective long/short equity, event-driven and special situation hedge funds for an alternative asset management firm•Assisted in the firm’s entire due diligence process including manager meetings/calls, researching managers’ backgrounds and performance history and tracking funds’ current portfolios and performance•Utilized critical skills gained from my legal background to analyze the operational risk and risk management… Show more •Performed quantitative and qualitative research of current and prospective long/short equity, event-driven and special situation hedge funds for an alternative asset management firm•Assisted in the firm’s entire due diligence process including manager meetings/calls, researching managers’ backgrounds and performance history and tracking funds’ current portfolios and performance•Utilized critical skills gained from my legal background to analyze the operational risk and risk management practices of funds •Drafted memoranda advising the portfolio manager of prospective funds’ strengths and weaknesses and recommending a course of action•Constructed risk/reward models of investments and portfolios to optimize SPI funds’ portfolio efficiency•Enhanced ongoing due diligence of existing investments through the creation of various proprietary Excel models measuring the entire spectrum of fund performance Show less

•Provided clients with ongoing financial solutions and appropriate asset allocation in Alternative Investments, Equity, Fixed Income, Structured Products and Private Equity•Performed thorough qualitative and quantitative analysis to identify, evaluate and monitor investment managers •Monitored ongoing global economic and financial markets to identify investment opportunities and presented investment recommendations and ongoing reviews to clients