Metis Associates is an employee-owned consulting group offering a full range of research, evaluation, program development and information technology services to educational institutions, government agencies, foundations and community-based organizations.

We're building a family of firms focused on advancing child/youth learning, development, wellbeing, and success. Inspired Holdings is chartered as a Public Benefit Corporation and backed by individuals, not institutional capital. So, we invest with a long-hold mindset, supporting both the development of our people and growth of the firm.

Supported Homepoint's Chief Administrative Officer and Servicing Leadership on multiple corporate initiatives to achieve strategic objectives through ensuring successful execution of operations, improving efficiencies, reducing cost and minimizing risk including:• Supported the bulk transfer of over 500K loans serviced by Home Point to ServiceMac. Responsible for maintaining “play-book” for each bulk transfer ensuring all regulatory/required activities were completed in a timely manner… Show more Supported Homepoint's Chief Administrative Officer and Servicing Leadership on multiple corporate initiatives to achieve strategic objectives through ensuring successful execution of operations, improving efficiencies, reducing cost and minimizing risk including:• Supported the bulk transfer of over 500K loans serviced by Home Point to ServiceMac. Responsible for maintaining “play-book” for each bulk transfer ensuring all regulatory/required activities were completed in a timely manner through ongoing collaboration with business units. • Led the Enterprise Resolution Team guiding implementation of an enterprise-wide complaint response process integrating written, social media, survey and call center complaints.• Ensured Home Point Cease and Desist (C&D) policies and procedures were implemented appropriately enterprise-wide to guarantee borrowers were not contacted when under a C&D.• Developed one single source of attrition reporting across Home Point, aligning measures and reporting across multiple corporate entities• Led the Enterprise Record Keeping Project including creating and chairing the Enterprise Record Keeping Steering Committee to guide and oversee project efforts. Activities included: inventory/documentation of all physical/virtual, current/legacy records in relation to required retention timeframes; oversite of off-site records and required destruction according to retention policies; implementation of an email retention policy.• Leadership and oversight in draw-down and sale of Home Point brick and mortar retail business, focusing on IT asset draw-down• Process improvement activities in support of Home Point's Renovation Lending Platform Show less

Supported Homepoint's Project Management office through leading projects addressing both tactical and strategic corporate objectives including:• Implementation of consistent and automated email signatures• Design and development of new corporate web-site• Implementation of BOA Payment Gateway for retail Appraisal Payments• ECOA and AIR enhancements to Appraisal process.

Responsible for all client-facing operations within the $80-90 million Altarum enterprise. Oversaw over 300 technical staff arrayed across six technical groups and six major offices. Led annual budgeting process, provided monthly execution oversight, CEO/Board of Trustees reporting, and direct consultation and guidance to technical groups (to include strategic direction, teaming, bid/no bid decisions, staff acquisition/termination, etc.) Ensured effective cooperation/collaboration among… Show more Responsible for all client-facing operations within the $80-90 million Altarum enterprise. Oversaw over 300 technical staff arrayed across six technical groups and six major offices. Led annual budgeting process, provided monthly execution oversight, CEO/Board of Trustees reporting, and direct consultation and guidance to technical groups (to include strategic direction, teaming, bid/no bid decisions, staff acquisition/termination, etc.) Ensured effective cooperation/collaboration among operating groups as well as with Altarum back-office activities. • Successfully led aggressive growth of Altarum client-facing revenue (from $65 million to $85 million) and technical staff (from 250 to 300) during this time period, as well as significant diversification of Altarum’s technical portfolio.• Conducted (along with CEO and CFO) an analysis of government and commercial healthcare marketplace, resulting in identification of high-leverage acquisition which could support each of the existing technical groups to expand their services and client base. Responsible for integration of this acquisition with other Altarum technical groups and internal infrastructure groups.• Reorganized group structure and developed enhanced monthly reporting process to ensure timely line of sight on key performance indicators, allow for early identification of problems, offer opportunities for mentoring and learning for senior and middle management level staff, and to provide a platform for guidance with respect to the allocation of scarce resources.• Communicated financial and technical performance with CEO on an ongoing informal and formal monthly basis. Responsible for communicating monthly updates of operational performance to Board of Trustees as well as formally presenting annual budgets for approval, and performance against those budgets, at tri-annual Trustees meetings. Show less

Launched and refined position as first operational leader for Altarum’s health-only focus during period of aggressive organic and acquisitive growth. Developed organizational oversight model to meet contract research and consulting financial goals, while ensuring appropriate staff capacity to meet technical and quality needs of Altarum’s clients. Established and managed team providing support to technical groups including contract administration, pricing support, and publication/editing… Show more Launched and refined position as first operational leader for Altarum’s health-only focus during period of aggressive organic and acquisitive growth. Developed organizational oversight model to meet contract research and consulting financial goals, while ensuring appropriate staff capacity to meet technical and quality needs of Altarum’s clients. Established and managed team providing support to technical groups including contract administration, pricing support, and publication/editing support. • Oversaw significant revenue growth (from $15 million to $65 million) and technical staff growth (from 50 to 250), including playing a key role in identifying, acquiring, and integrating two over $10 million plus companies to the Institute.• Conceived and implemented an IT-system based staff planning process for over 250 technical staff, across multiple sites, disciplines and projects, to ensure all technical requirements were met, staff completely utilized, and non-productive time minimized.• Proactively developed a cross group collaboration strategy for joint marketing and business development efforts across the varied technical and customer domains of Altarum’s operating groups. These efforts identified potential new products and services which could be delivered to existing or new Altarum clients, and greatly supported the significant growth during this timeframe. Show less

Established Altarum’s new San Antonio office serving as a liaison to clients, overseeing a group of technical and functional experts, as well as assuming responsibility for all business development activities and profit/loss performance for the San Antonio office.• Expanded Altarum’s San Antonio presence from five to approximately twenty-five staff, from under $1 million to over $5 million in annual revenue, and developed key new client relationships• Leveraging relationships… Show more Established Altarum’s new San Antonio office serving as a liaison to clients, overseeing a group of technical and functional experts, as well as assuming responsibility for all business development activities and profit/loss performance for the San Antonio office.• Expanded Altarum’s San Antonio presence from five to approximately twenty-five staff, from under $1 million to over $5 million in annual revenue, and developed key new client relationships• Leveraging relationships within the Military Health System and VA, established a first of its kind partnership between those entities, the private sector (Altarum), and academia (University of Texas Health Science Center – San Antonio) to conduct two four-year, multi-million dollar disease management programs to study and improve congestive heart failure and asthma treatment among a cohort of civilian, military and veteran residents of Texas measuring in the thousands. Show less

Served as an analyst and senior analyst leading numerous evaluation programs related to the Military Health System and the Department of Veterans Affairs Health System.• Conceived and implemented technical and clinical evaluation designs for projects including telemedicine systems supporting the US deployment to Hungary and Bosnia, a proposed theater medical information system, a new armored treatment vehicle and chemically protected deployable medical systems.• Responsible for… Show more Served as an analyst and senior analyst leading numerous evaluation programs related to the Military Health System and the Department of Veterans Affairs Health System.• Conceived and implemented technical and clinical evaluation designs for projects including telemedicine systems supporting the US deployment to Hungary and Bosnia, a proposed theater medical information system, a new armored treatment vehicle and chemically protected deployable medical systems.• Responsible for successful technical and financial program performance as well as all client interaction including presentation of evaluation outcomes to senior DoD and VA officials upon which future acquisition decisions were based. Show less