For large and/or geographically dispersed clients, directs assessment and design, including enterprise architecture, of service delivery models that align with industry best practices. Leads project plan development, vendor selection, RFP creation, contract negotiations, SLA definition, and post-selection transition, service integration, and service/vendor governance. Develops complex financial models leveraging knowledge of IS budgets, the budgeting process, and corporate finance. Leads the planning for project deliverables and responsible for utilization of client resources, budget, work plans, scope project milestones, issues and risk management, and vendor evaluation process. Interacts directly with senior client and service provider executives on design/strategy development, outsourcing, project management, and contract negotiation.

Key advisor on medium to large strategy, assessment, transaction or sourcing management engagements. Member of advisory team for client sourcing initiatives. Led the development of strategy and assessments, project plans, vendor selections, financial modeling, contract creation and negotiation, governance activities and post-selection implementation.

Financial lead on new business and or acquisitions. Simply, the role provides a financial bridge between the solution architects and the executive leadership of the customer. In detail, the role provides internal support to the deal team working with solution architects to build a low cost solution to present to the customer. Resposibilties include: Presenting deal data to internal executive leadership for internal approval; Presenting data to external executive leadership; Costing and pricing the solution taking in consideration tax liabilities, accounting policies and currency conversion/risks.

Directly supported $4 billion in new business contracts. Instrumental in the acquisition of Towers Perrin’s human resources services and the formation of EDS’s Human Resources Outsourcing service line. Other pricing projects included Home Depot, Sears, and Bank of America.

Developed capital budget model for planning and tracking annual capital expenditures. Leveraged knowledge of the insurance business to create revenue analysis models that tracked overall return on sales, sales trends, and client attrition rates.

Performed financial statement analysis on companies ranging from $1 million to $50 million in size. Created financial models that calculated profitability ratios and performed margin and trend analysis. Worked closely with clients in structuring transactions