Leveraging Human Centered Design to help organizations transform the way they operate.- Customer Experience- Data Strategy- Innovation- Organizational Design- Strategy

A direct advising & strategy firm that focuses on providing advisory to executives of medium to large private, public, and social sector ventures. Services complement and strengthen functions that facilitate sustainable progress- particularly during ambiguous periods of uncertainty and transformation.Client EngagementsResearching and defining supply chain dynamics and subsequently conducting an environmental scan for the president of a large international commodity cooperative (2020 – ongoing). Advising CEO of a mid-sized global private aviation company. Supported the creation of a strategic plan for a post-divestiture alliance between client and a privately owned mid-sized worldwide charter services company. The partnership has resulted in increasing revenues, lowering operating expenses, and no decay of brand equity nor customer retention for the client (2019).Scaling operations and grant administration for an annual exhibition of one of the largest non-profit industry-specific education events in the United States. Including over 70 organizations and more than 40 benefactors (2018).Providing advisory to a global multi-industry composites manufacturing group's North American Division President on the strategic transformation and FP&A associated with a struggling million dollar effort. The resulting implementation of cost management and organizational design recommendations allowed for the consequent recovery of client losses and the subsequent stabilization of a contract representing 37% of the division's annual revenues for 2017.Guiding founders and CEO of a multi-million dollar global business in the acquisition and post-merger integration of a fixed-base operation (FBO) entity resulting in the client's end-to-end administration of all on-site services (2012).Areas of achievement include Strategic Planning and FP&A, International Business Operations, Growth Stage Scaling, Transformation, and Cost Management.

Recruited by Board of Directors and CEO as organization’s first COO/CFO with specific responsibilities of developing capacity, implementing change management, launching strategic initiatives, and stabilizing financial operations for an emerging organization. Key OutcomesStrategy and TransformationCOO/CFO of a $100 million (committed funding) organization operating in 20 countries throughout Asia, Africa, and Latin America.Increased scale and scope of operations by formulating strategy; and subsequently, managing and facilitating the scaling of the organization’s capacity to meet and exceed existing service demands up 80% since 2013 and a 46% increase in donor revenues.Contributed to fundraising efforts that have preserved multi-year capital commitments in excess of $100 million; subsequently, increasing the annual operating budget by an average of 35%.Responsible for shaping and developing global strategic partnerships and multi-stakeholder initiatives with both domestic foundations and international bi-lateral organizations whose grants help fund more than 300 global projects annually. FinanceManaged all Treasury functions including profit and loss (P&L) activities. Provide guidance to the senior management team and executive staff on the annual operating budget, which increased 29% from $12.8 million to more than $16.5 million.OperationsEnsured RRG’s financial, grant management, and narrative reporting was 100% compliant. Annual external audit and federal financial reporting completed on schedule in 2014 for the first time in three years.Effectively grew organization by 23% over 15 months, including recruitment and retention of international staff that ranged from associate to executive level positions.Information TechnologyDirected organization-wide systems and technology audit; accordingly, conducted a comprehensive migration of accounting, payroll, time and expense, travel, and board portal software to cloud-based architecture in 18 months.

A management consulting firm that provides strategic planning for public and private sector clients both domestically and internationally in the areas of IT, Energy, Defense, Healthcare, and Intelligence. Managed and led multiple projects both internal and client facing. Responsibilities included forecasting level of effort, budgeting, satisfying organizational staffing needs, identifying best practices, leveraging IT systems, business development and creating compliance tracking for internal and external support teams ranging from 30 – 1000 employees.Key OutcomesDeveloped private industry client, Shaw Construction’s proposal strategy for a U.S. Strategic Petroleum Reserve 10-year $1.2 billion national energy security project.Assisted a Fortune 50 company, MetLife, with a 12-month integration of a $1.9 billion Department of Defense (DoD) healthcare contract. Delivered in client cost reductions in excess of $7 million within the first 90 days of transition.Analyzed an international client, Irving Shipbuilding’s strategy to define its value proposition and translated that value into its winning proposal for a $28 billion contract; the largest single procurement awarded by the government of Canada.Managed the national collaboration efforts of 931 federal and contracted employees implementing a $279 million portfolio of projects financed by the U.S. Department of Energy's (DOE) Office of The Chief Financial Officer.Top Secret security clearance

A clean energy strategy, management, and consulting firm that develops, evaluates and deploys clean energy and energy-efficient technologies. Responsible for leading cross-functional teams locally and across the United States during client growth from $1.2 Billion to $23 Billion in 12 months.Key OutcomesPromoted to a director-level management position and granted strategic planning and decision-making responsibilities within three months of hire.Responsible for the financial, operational, and technical strategic planning and implementation of a comprehensive $28 million operational business unit.Directed day-to-day operations of a multi-departmental, cross-disciplinary staff including engineers, scientists, market and policy analysts, communications and outreach specialists, management and program planning consultants and event planners.Supported senior staff at the U.S. Department of Energy's (DOE) Office of Energy Efficiency and Renewable Energy (EERE) during the 2009 U.S. Presidential transition of Barak Obama with the strategic planning, development, and program coordination of inter-departmental project and investment portfolios equaling $23 billion in federal funding.

A private real estate trust initiated by team members of a Miami Realty, LLC that sustained $15 million of capital inflows during product's initial offering.Key OutcomesDeveloped operational standards and practices for a multi-million dollar real estate investment trust including self-directed development and roll-out of tracking procedures, compliance methods, and reporting materials.

A boutique international investment firm that specializes in institutional, sovereign wealth, and private investor financial strategy.Key OutcomesPromoted twice throughout my five-year tenure.Serviced multi-national client base and directives that exponentially increased 500% globally during incumbency. Client workload exceeded $2.4 billion (assets under management).Conducted ongoing comprehensive analysis and financial modeling of international equity markets, reviewed investment strategies, and provided recommendations for asset investments from $100k to $65 million that resulted in asset class benchmark out-performance with one-year return on investment as high as 66%.Contributed to the formulation of client product portfolios ranging in size from $500k to $100 million in assets. Conducted financial modeling that identified strategies for exploiting short-term market inefficiencies. Boosted total portfolio annual returns by 50 basis points (over $5 million).Hired as a Mail Room Clerk.