Responsibilities include: partnership to deliver the Technology Transformation roadmap (in-depth focus on AI, cybersecurity, and process), support of all large ($100M+) commercial contract negotiations, and business line support of Technology strategy and governance.

Supported the North American CIO. Work included 3-year strategic and financial planning support.

Worked as an independent consultant to Bacardi Ltd.• Worked directly with the CIO and leadership team to assess the financial state of the business. Identified operational risks and delivered a framework to understand the best pathway to achieving budget.• Performed internal research and external benchmarking to craft a fact-base supporting strategic decision-making.• Developed alternative budgeting scenarios ultimately used to target a 5% overall reduction in Tech spend while protecting core initiatives. • Crafted a 3-year Tech strategic plan, including a roll-up of activity and spend across People, Capital, and Operations.

Worked as an independent finance and strategy consultant.• Oversaw the development and execution of an all-company employee innovation and growth program. Launched four employee-driven concepts.• Led a team responsible for researching market trends, assessing opportunity feasibility, understanding activity implications, and sizing financial impacts, all of which was used in the refresh of a corporate 5-year strategic plan.• Recommended innovative growth discovery, portfolio management, and governance frameworks.• Developed an HR strategic framework, including action plans and OKRs, directly connected to, and in support of overall corporate goals.

Responsible for financial, legal, IT, and human resource operations at Modern Climate, a brand and technology consultancy. Acted as a member of the executive leadership team, helping to chart the direction of the company, and ensuring overall success and profitability. • Led the project team to install a new ERP tool (Sage Intacct) and consolidated 3 independently operating companies onto a single platform.• Developed KPIs tailored to business lines. Delivered real-time analytics to leadership using data visualization tools.• Delivered $250,000 of annual savings by automating manual processes and streamlining required staff.• Managed a team of 6 finance, HR, and IT staff.

Responsible for improving Little & Co. financial position by ensuring pricing optimization, efficient operations management, client satisfaction, and promotion of the company’s reputation for creative excellence. Member of the leadership team; helped to chart the direction of the company and ensuring overall success and profitability. • Implemented an expense audit program that delivered over $600,000 in annual savings.• Promoted the use of new operating KPIs used to manage employee utilization. Delivered an incremental 300 bps of net profit.• Managed successful contract negotiations with large corporate clients such as Gap Brands, Lowe’s, Winn-Dixie, and Buffalo Wild Wings.

Responsible for new value proposition design, service innovation, and existing offer optimization. Managed offers through the entire development pipeline, from ideation to launch. Worked cross-functionally with business owners and multiple other stakeholders.

Responsible for supporting internal business owners in the design of strategic plans. Entrusted to deliver outcomes without direct authority while utilizing cross-company resources. Provided industry analysis, constantly examined changing customer need-states, and educated the broader business group on important market trends. Developed external partnerships in the context of growth opportunities. Successful projects includeded the design of an omni-channel fulfillment strategy, creation of a digital customer fact base and purchase path analysis, digital services growth planning (online, mobile, and tablet), and consulting support for In-Home Installation/Repair and Electronics Trade-In teams.

Acted as an internal consultant for Best Buy Services and Geek Squad. Worked as part of a SWAT team that included project managers and operational consultants. Played a significant part in the design of Geek Squad strategy for penetrating the 1-19 seat SMB market. Acted as both strategic and financial support in the $167M acquisition of mindSHIFT, the largest Managed Service Provider in the US. Supported the roll-out of a multi-city "Geek Squad for SMB" test. Developed a go-to-market strategy and playbook targeted at the Hospitality industry.

Responsible for the design, refinement, and evolution of Best Buy Services and Geek Squad strategy. Provided leadership for various project elements ranging from idea to implementation, including: business model design, go-to-market planning, fulfillment strategy, and ongoing operational support. Engaged both domestic and international partners with the intent to drive Services’ business strategies to positively impact business results. Projects included consultative support for Five Star services in China, the development of Global Standards for Geek Squad international expansion, and leadership of the “Ideal Customer Experience” concept and training in the U.K.

Provided financial guidance to Geek Squad in-home, in-store, and warranty merchant teams. Responsible for annual budgeting of $1.5B in Service revenues, as well as monthly variance reporting. Developed innovative reporting to help Services Leadership understand performance within a very complex business.Created economic models that utilized consumer electronics trends to forecast revenues and profitability for the Geek Squad in-home, in-store, and warranty businesses.Utilized modeling skills to help Enterprise FP&A develop a universal planning model for all merchant teams.Developed reporting that helped the SVP of Services understand the health of Best Buy's warranty portfolio from sales to repair, and identified key drivers to diagnose problem categories.

Provided financial guidance to Target Grocery and Softlines Marketing teams. Responsible for annual budgeting of $750M in Marketing spend, as well as monthly variance reporting. Led monthly financial reviews for teams of 20+ Marketing professionals. Directed two Financial Analysts.Led initiative to transition from YOY entitlement budgeting to a zero-based budget methodology. Successfully trained Marketing teams to deliver the desired outcome.Routinely led monthly business reviews with SVP, VP, and Director level team members.Created a template that helped Marketing team members understand the impact of in-store signage refreshes and track marketing spend versus budget.

Responsible for Target's annual $4B capital budget, compilation of the annual Board of Directors Capital Planning presentation, and monthly capital spending and capital interest expense variance reporting. Directed two Planning Analysts and a team of two Financial Analysts at Target India.Successfully trained and transitioned complex financial forecasts to a small team at Target India. This was the first work of its kind done with India team members, and a crucial first step to determining how best to utilize overseas talent.Effectively mentored two domestic and two international direct reports. The domestic Planning Analysts were the first in their respective Financial Planner classes to be promoted, while one of the Target India team members went on to utilize the skills gained in an outside consultant role. Developed innovative forecasting that linked components of capital spending together and allowed FP&A to understand detailed drivers of capital interest variances for the first time.

NASDAQ market maker for food retail (Starbucks, Applebee's, Buca di Beppo, PF Chang's, etc.) and small tech (Monster.com)