West Monroe is a progressive business and technology consulting firm that partners with dynamic organizations to reimagine, build, and operate their businesses at peak performance. Our team of professionals is comprised of an uncommon blend of business consultants and deep technologists. This unique combination of expertise enables us to design, develop, implement, and run strategic business and technology solutions that yield a dramatic commercial impact on our clients’ profitability and performance. To learn more, visit us at www.westmonroepartners.com

Business Analytics and Operational Improvement Strategies

Core offerings include M&A search, due diligence, operational excellence, acquisition planning & merger integration and operational turnaround.Focused on advising clients in the areas of due diligence, operational improvements, M&A activities, and performance turnaround. Project assignments included, but not limited to: • Pre- and post-deal analysis for potential and existing PE portfolio companies.• Corporate strategy, revenue growth, financial modeling, and valuation analysis.• Operational analysis of processes and development of baseline performance metrics.• Synergy assessment and tracking validating program deliverables.• Industries & sectors served: Chemical, Manufacturing, Oil & Gas, Mining, Energy, Construction and Government.

Homesite Insurance, a subsidiary of American Family Insurance, provider of home, renter’s and condo insurance.Senior Lead Financial AnalystLead analyst focused on driving operational improvements across the finance function.• Reduced invoicing cycle time by 30%, driving down invoice turnaround and payment processes.• Led efforts to analyze, select and install new cloud-based financial reporting and budgeting system.

Celerant is a global management consultancy specializing in operational improvement. The global private equity practice was established in 2006 to address the needs of PE firms and their portfolio companies. Core offerings include M&A search, due diligence, operational excellence, acquisition planning & merger integration and operational turnaround.Celerant Consulting was acquired by Hitachi Consulting (a subsidiary of Hitachi Limited) on December 31, 2012.

A private urban research university, offering a breadth of undergraduate, graduate, and professional programs through its 17 schools and colleges and more than 250 fields of study. Research assistant and consultanting activities being performed after completing MBA.•Developed an intensive graduate level mergers and acquisitions course to enhance elective offerings.•Contributed to the school’s strategic initiative by assisting in developing executive development material.•Provided consulting services to a local non-profit by creating a distribution, marketing, and production plan.

A global investment advisor managing in excess of $600 billion for approximately 1,500 institutions located in over 40 countries.Associate in the global marketing process for the asset allocation suite of products. Contributions included completing requests for proposals and responding to ad-hoc inquiries. • Accountable for updating marketing material for 21 investment approaches including but not limited to, asset allocation, emerging markets and strategic solutions portfolio of products.• Ability to work across multiple business functions to quickly turnaround RFP’s totaling $1.7 billion.

A global money management firm managing in excess of $187 billion for individual and institutional clients.The sole analyst supporting the small cap, mid cap, and high-yield convertibles product team. Fostered the skills to perform market and competitor analysis.• Installed analytical metrics package to report monthly financial results for the small- and mid-cap products to grow assets under management.• Created a pipeline activity report shared by all product teams reducing search response times from multiple days/weeks to 90-minutes by analyzing market movements and competitor positioning.

Lead analyst providing reporting, analysis, and budgeting for the Global Institutional business units. • Responsible for financial reporting and analysis, budgeting, forecasting for all three business lines, Defined Contribution, Defined Benefit and Europe.• Developed a new management reporting tool providing cash flow insight across portfolios by client, investment style, product and assets under management.

A global investment banking, securities and investment management firm. Designed and implemented a web-based invoicing platform. Installed the analytical framework to provide insights into $500 million in technology spend.• Managed relationships across internal and external database developers to design, install and implement an electronic data transfer process.• Developed and installed dashboard metrics and KPI’s to measure invoice processing defects and productivity.• Transformed a team of eight invoice processors into technology product analysts.

A wholly-owned subsidiary of General Electric Company offering diversified financial solutions serving over 100 million customers world-wide.GE FINANCIAL ASSURANCE COMPANYExpense Analyst (2000-2002) One of two analysts selected to establish the finance function for a $100 million income business. Accountable for financial planning & analysis, budgeting, forecasting, and various project responsibilities.• Constructed monthly expense reporting model inclusive of variance analysis and forecasting.• Drove down operating expenses by $3.9 million utilizing Six Sigma approach on variable expenses.• Installed General Electric’s financial management and bottom’s up budgeting methodology working directly with operational leadership.GENERAL ELECTRIC FINANCIAL MANAGEMENT PROGRAMFinancial Analyst (1998-2000)Selected to participate in a 2 ½-year financial management program consisting of five intensive six-month rotations across various GE Businesses. The program was designed to strengthen one’s financial, technical, and business competencies through on-the-job training, graduate level course work and Six Sigma training. Rotations included: financial planning & analysis, audit, accounting, treasury, and outsourcing.