Led the establishment of a new Advisory Intelligent Automation (IA) center, focused on innovative industry specific bots and algorithms. Developed end to end automation and AI solutions for P2P, O2C, Call Center, R2R as well as many specialized solutions. Capstone achievements include the development of Acquisition and Divestiture solutions to rapidly integrate and divest investments. For example, one solution combined two companies invoicing systems in two weeks utilizing data mesh technologies with automation and AI.

Global Robotics and Cognitive Automation Leader focusing on four key focus areas in addition to ongoing sales efforts. First area is focused on developing EY's Vendor Eco System of RPA, Digital, Cognitive and other AI relationships to add value to our client engagements. Second area is focused on developing EY's Brand in the market with the media, analysts, associations, etc. Third area is focused on developing EY's global delivery capabilities on shore, near shore and offshore for the most efficient and effective delivery model. Fourth area is focused on the development and harvesting of EY's delivery assets and engagement accelerators.

-Led development and launch EY’s RPA capabilities globally across competencies, sectors and areas. Capabilities include; RPA Strategy, RPA Managed Services, RPA Center of Excellence (COE) offerings and associated sub offerings. -Completed RPA Proof of Concepts (POC) for Finance, Human Resources, Supply Chain, IT, Customer, etc. utilizing different RPA software vendors. - Led formation of alliances with all major RPA software vendors as well as product evaluations.- Set up EY’s RPA Innovation Center of Excellence (COE) as well as three RPA delivery COEs (i.e. Trivandrum, India; Manila, Philippines and San Jose, Costa Rica). - Developed and performed training on delivery methodology, technology, market overview, etc. - Developed whitepapers and other thought leadership. - Present regularly to industry analysts including HfS, Gartner, etc.- Presented at numerous conferences and meetings on RPA and GBS.

- Sales and delivery of Global Business Services (GBS) encompassing advisory Shared Services and Outsourcing in excess of $30 annually across the globe.- Delivered over a billion dollars in client savings. - Keynote speaker at global conferences.- Consult numerous country development agencies on market development activities.- Relationships with virtually all major associations, outsourcers and tool providers.- Rated top 5% of advisory consultants.- Leading developer of new over 60 GBS products, go to market plans, knowledge capital, tools and methodologies for global practice.- Received numerous client service and people development recognition awards- Received Chairman's Value Award Finalist award in first year with EY. - Developed and delivered training for upskilling advisory teams and thousands of new hires.- Recipient of training excellence award from global leadership.Program and engagement leader for the world’s leader in silicone and silicon-based products source to pay end to end process transition to a hybrid services delivery model. Led client and EY team of hundreds through strategy, design, business case development, BPO selection and assisted in transition to new global model. Source to pay saving projected in excess of $400M due to a combination of BPO sourcing savings and procure to pay labor arbitrage. Relationship leader growing account from less than $2M to over $9M in revenues over 15 months. Program leader for world’s leading destination health care clinic over the Americas Revenue Cycle, Accounting, Payroll, Reporting, Supply Chain shared services planning phase. Program scale was over six nodes and 4,000 FTEs. Engagement delivered current state assessment, future state design, business case and five year road map. Led account as relationship leader with C suite growing account ~$1 Million in sales to over $13 Million in sales over two years. Received EY Vice Chairman award for service excellence.

- Global Finance Transformation community leader with responsibility for knowledge harvesting, sharing and competency development.- Global Shared Services Program Leader for world’s leading manufacturer of machines, engines, and turbines ($45B Corporation). Project manager of IBM team for a Global Human Resources, Information Technology, Finance/Accounting and Business Units Extended (i.e. Warranty, Technical Publications, Customer Service, etc.) Shared Services/ Financial Transformation project. Project impacted over 1,500 employees in Bangalore, Belfast, Geneva, Panama City, Peoria and Tianjan. Scope of work included; SSC design, business case, workshops, transition plan, timeline, surveys, benefits realization, change management, executive alignment, communications, staffing, etc. with client global shared services team including five group Presidents.Financial Transformation Project for Global Leader in Paper and Packaging Products Company ($25B Corporation)- Manager for the Change Management and Communications workstream as well as General Accounting/Fixed Asset Team Leader for Finance Redesign Initiative which yielded a 20% reduction in the cost of Finance.SAP Order to Cash (OTC) Enterprise Design and Roadmap Development Project for World Leading Tire and Related Technologies Company ($29B Corporation)- Led for the OTC enterprise redesign and roadmap development. Business Performance Management Project for World Leading Multinational Computer Technology and IT Consulting Company ($120B Corporation). Project leader for a Business Performance Management (BPM) project for three global initiatives.

Founded company and led consulting projects for clients on various assignments including; staff augmentation, Shared Services, business development, strategic planning, etc.Shared Services:• Assessed, Designed and Implemented Shared Service Centers (OTC, etc.) including the completion of Service Level Agreements, Scorecards, Gap Assessments, Training Program, Detailed Deployment Plan, Change Management and Communications Planning and Implementation, Target Selection, etc.Business Management:• Implemented and monitored business development initiatives.• Identified business issues and developed efficient solutions.• Coached and managed an effective and motivated sales and support team.• Staff Augmentation: EVP for venture backed Application Service Provider, Shared Services and BPO services company focused on human resources and finance/accounting functions serving medium sized enterprises.

Performed strategic analysis of business units utilizing Value Based Management product line analysis. Identified several under performing business units which were reorganized, absorbed into other divisions or divested.Reorganization and Divestiture: Managed development and execution of offer letter. Performed due diligence and valuation projects on divestitures. Negotiated definitive agreement.Business Process Reengineering: Performed profitability analysis on training business. Restructured training operations turning business unit loss into a profit in less than one year through operational improvements, product profitability analysis and renegotiation of contracts.Cost Containment Program Special Project: Developed and implemented a program to reduce expenses through controls, reevaluation of processes, headcount and expenditures review.Shared Services: Project managed human resources and finance Shared Services initiatives for three divisions. Performed benchmarking against Best in Class. Standardized processes and worked with stakeholders to set KPIs, SLAs, etc.

Main responsibilities included- Market Structure/Competitive/Differentiation Position Analysis, Pricing Analysis, Strategy Options Development and Valuation, Modeling, Business Plan Development, Organizational Design and Presentation Development/Execution.Latin America Consumer Products Strategy Development Project: Led and managed cross-functional teams of 25 employees in Argentina, Brazil and Chile. Utilized Value Based Management/EVA framework.Brand Position Assessment: Performed brand, competitor and customer profitability analysis utilizing EVA (i.e. Activity Based Costing, capital cost allocations) and benchmarking.Strategy Development and Valuation: Led teams in options development brainstorming activities. Developed valuation models for alternatives. Performed detailed sensitivity analysis. Developed and began execution of business plan for the value maximizing strategy with teams.

Analyzed Beverages, Snack Foods and Restaurants on assignments in 15 countries (i.e. Australia, Cyprus, Egypt, England, Indonesia, Greece, Japan, Korea, Turkey, UAE, etc.). Analyzed local market conditions and located new business opportunities.• Planned, prepared, coordinated and performed internal audits.• Performed both financial and operational audits in all areas of the Company. Assisted in determining the audit plan and procedures including the scope, sampling, etc.• Prepared and reviewed information and documentation to confirm that the Company’s internal controls and financial reporting were compliant with corporate policy.

Planned and supervised the execution of audit engagements for banking, manufacturing and consumer product companies. Performed control systems consulting projects for clients.• Performed audits, documented procedures and internal controls.• Prepared working papers that recorded observations and presented recommendations • Helped in the planning and scoping of audits and other engagements.• Supervised staff auditors with multiple deadlines.