10 years of experience leading complex large scale transformation programs with focus on strategic cost reduction, operating model design and digital capabilities adoption. Serve as a subject matter advisor on several finance transformation programs. Advised NA based insurance company on $100M+ in annual cost take out through global capability center (captive) design. Led an international team of 1,500 Finance professionals rebadged from a global financial institution, driving operational stability & rigor, implementing COE based operating model and implementing transformation programs to reduce cost by 30%. Assessed organizational and digital capabilities across 7 corporate functions, resulting in $40 million in annual run-rate savings and capability enhancements. Designed and executed 4-year transformation roadmap with $50 million in investment.  Recommended short-term and long-term opportunities to a leading insurer to drive out $150 million in annual run-rate savings. Developed cross functional initiatives and facilitated meetings between BUs and corporate functions for approval of initiatives. Implemented an integrated statistical and driver based planning and forecasting capability for a global bank as part of a Mortgage Banking forecast automation project. Created target state org. and process capable of achieving a 1 week forecast cycle time.  Evaluated operating model options for the Finance organization of a leading insurance broker and proposed initiatives to leverage shared service and outsourcing strategies. Benchmarked metrics against peers to lower the overall cost of Finance.

Advised clients on initiatives to reduce organizational costs, improve operational efficiencies and enhance the operating model.  Performed independent assessment of a large Financial Close transformation program for a global multiline insurer to evaluate proposed solutions, identify interdependencies, validate stated benefits and prioritize initiatives. Led an analytics focused assessment of $300 million annual distributor rebates portfolio for a food packaging company which was creating substantial variability in bottom line margins and increasing risk of misstatements.  Designed a Finance transformation roadmap for a healthcare company with quick wins to deliver $9 million in annual savings.

Designed strategies and business cases to advise leadership on decisions that improved firm’s operating margins, increased Advisor productivity and enabled changes to the operating model. Directed competitive intelligence & corporate development efforts. Presented cost benefit analysis with recommendations to renegotiate/buyout a contract equating to $60 million annual expense. Performed global location analysis and presented options for establishing a new $80 million disaster recovery site. Identified $300 million in opportunities from improving advisory flows, cross-selling bank products and increasing client referrals. Enhanced and customized recruiting models to improve firm’s recruiting success and reward advisors with best track record.  Analyzed $4 billion in advisor retention programs to understand Advisor profiles, growth patterns and net asset flow additions.