Strategic in thought and tech-driven in execution, solving today's problems with tomorrow's tools

"You miss 100% of the shots you donβt take."
EY-Parthenon, Philadelphia (September 2022 - current)
I worked with clients to design and execute corporate strategies, using analytics to drive insights and solutions for growth, operational alignment, and market positioning
Select Corporate Strategy Cases:
πΌ Professional services:
Executed a 12-week AI strategy engagement for a top professional services firm, identifying ~20 AI opportunities with $1B+ in potential value across 8 business support functions. Developed and applied a tailored AI opportunity assessment framework, resulting in:
β’ Prioritization of 5 long-term AI investments
β’ Launch of 3 immediate PoCs for testing and validation
β’ Secured $150M in funding for these initiatives, driving strategic growth and innovation
AI Strategy Case Study β
π’ Advanced manufacturing & mobility:
Developed a three-year digital strategy for executive leadership of a light industrial staffing firm; traditional brick and mortar staffing firm undergoing digital transformation amidst disruption from digitally native competitors:
β’ Led the development of a 3-year digital strategy, including vision, priorities, product roadmap, and build/buy/partner recommendations
β’ Projected $20Mβ$30M EBITDA growth over 3 years through new digital products, improved fill rates (staffing KPI), and optimized branch
costs, enabling a bolt-on acquisition that accelerated digital transformation
Digital Strategy Case Study (Coming Soon)
EY-Parthenon, Philadelphia (January 2020 - September 2022)
In this role, I led projects across EYP subservice lines, including Commercial Strategy, Deal Finance, and Working Capital
Select Strategy & Analytic Cases:
π Commercial Strategy
Environmental services company used M&A to grow yet lacked insight into profitability drivers and a cohesive go-to-market (GTM) approach, impacting valuation ahead of a planned exit by PE parent:
β’ Directed a team in creating a data-driven go-to-market strategy by conducting cost-to-serve and pricing analyses to identify key profitability drivers, which informed customer segmentation, geo-spatial acquisition targeting, and CAC/LTV evaluations, resulting in actionable growth initiatives
β’ Identified a run-rate EBITDA opportunity of $4M-$6M through improved pricing strategies, enhanced customer segmentation and prioritization, and detailed profitability analysis
Commercial Strategy Case Study (Coming Soon)
π Deal Finance
Automated two critical finance processes for a leading player in the food and beverage industry during a complex divestiture involving three separate buyers and multiple ERP systems:
β’ Re-engineered reporting processes to deliver a 90%+ reduction in daily sales reporting time and a 95%+ improvement in journal entry efficiency
β’ Delivered 1,200+ hours of annualized time savings, enhancing deal accounting processes and enabling strategic focus during the transition
β’ Leveraged Python, Azure SQL, Power Query, and Excel to design scalable data models, and automate processess
Ernst & Young LLP, New York (October 2017 - December 2020)
I guided healthcare, telecom, technology, and AM&M companies through divestitures and post-acquisition transformations, streamlining financial reporting processes, improving close timelines, aligning accounting policies, and implementing M&A-specific reporting frameworks to support seamless transitions
Ernst & Young LLP, New York (July 2014 - September 2017)
Supported M&A due diligence and integration efforts, performing in-depth financial analyses, evaluating accounting treatments, and assisting in developing standardized reporting practices
St John's University
SUNY Old Westbury
Problem Statement: The leadership of a professional services firm faced challenges in establishing a capital allocation process for AI initiatives across its eight business functions. The firm struggled to assess these initiatives and allocate funds effectively.
Solution:
$1B+ in potential annual benefits unlocked
5 long-term AI initiatives were prioritized 3 pilot-ready projects (PoCs)
$150M in investments across AI initiatives secured