Demonstrated track record of using strong strategy through execution skills to drive superior operating and financial results.
Highly analytical, with impeccable integrity and very comfortable in demanding environments that require a true sense of urgency.
Customer and process focused, with exceptional communications, people development and mentoring skills.
Skilled at defining next generation operations strategies for profitability & growth, translating strategic objectives into practical and measurable plans, and leading and managing large-scale change initiatives to achieve lasting success.
Broad experience developing performance metrics and creating and aligning financial and operational policies, processes & systems to achieve improved operational effectiveness and efficiencies across the enterprise.
Extensive experience defining overall organizational designs and associated organizational goals, strategic plans and performance metrics, as well as developing structures and processes to enable growth and performance objectives.
Broad experience throughout full life-cycle including identifying acquisition candidates, due diligence, pre-close planning, acquisitions integration, and restructuring.
Have successfully defined, structured and managed programs to implement large-scale, multi-faceted initiatives in a variety of industries, addressing a broad range of issues and functional areas.
Certified Public Accountant. Extensive experience creating and aligning financial management and operational policies, procedures & systems, developing performance metrics and leading strategic planning and budgeting processes.
Wide-ranging experience defining, implementing and using cost-effective technology to enable business objectives. Vast experience guiding end-to-end initiatives from strategy & planning through design, implementation and global roll-outs. Extensive ERP (SAP, Oracle, PeopleSoft, JDE, others) experience.
Extensive experience developing and implementing initiatives focused on reducing costs and improving service levels. Areas of focus include inventory and working capital management, demand & supply planning, logistics & distribution, S&OP, strategic sourcing, supplier management, and supply chain network optimization.
Extensive expertise in process analysis and assessment, as well as design and implementation of processes, ensuring alignment with policies, performance metrics and technology, to yield desired results.
Broad experience developing and presenting whitepapers, articles and presentations. Published and quoted in numerous magazines on operations and information technology topics, including Journal of Commerce, Purchasing, Logistics! and Supplier Selection and Management Report.
For a well-known organization, led a team that defined a new finance operations strategy, including conducting executive visioning of "to be" scenarios and analysis of required changes to achieve lasting success. Prepared comprehensive vision and path forward with detailed business case. Won CEO and Board approval, achieving annual, recurring savings of $40M.
For a global manufacturer, led program to create standardized processes and applications for three distinct companies of a common ownership group. Achieved scale efficiencies and capabilities which resulted in lowering SG&A costs 13% and improved customer service rate from 92 to 97%.
For a private-equity firm, led acquisition integration and transformation of a manufacturing plant of a global supplier to a stand-alone enterprise. Defined and Implemented stand-alone Finance, H/R & Payroll, Procurement, Quality and IT processes and systems in a period of six months, supporting first-year sales exceeding US$130MM.
For a transportation services provider experiencing rapid growth, led the definition of a new shared services finance organization. Reduced overall finance department costs 21% while improving overall timeliness and decreasing monthly close from 8 to 3 days.
Led the planning, design, implementation and global rollout of systems, processes and organization development for a new Japanese-American joint venture with global operations. Included was the creation of a new culture and way of doing business for the new company, unique from that of either corporate parent.
Dell had four business units with overlapping and synergistic products/services, creating issues in creating revenue plans and budgets. Developed new approach with standard processes, tools and definitions. Reduced annual cycle time over 50% with improved quality (defined by buy-in and understanding of plans, budgets and assumptions).
Led development of Dell Services' five-year growth strategy to achieve aspirational goals of doubling revenue in five years (5x industry growth rate). Collaborated with leaders of each customer segment, geography and service area to define strategic priorities, investment plans and annual revenue and margin goals, then facilitated integration with Dell Inc. plans.
A leading IT Outsourcing firm was experiencing a decrease in win rates on proposals to customers. Conducted comprehensive analysis on all aspects of the proposals and formulated / implemented new methods and processes for sustainable improvement, resulting in doubling of pursuit win rates.
For a SaaS software provider, led a team that integrated three distinct acquired software platforms into a common platform, established the sales framework and developed the long-term application roadmap.
For a global capital equipment manufacturer, served as QA Partner for global roll-out of new systems and processes. Focused on identifying program risks and improving overall program quality.
Segmented and analyzed the overall supply chain solutions market, segmented the client's current customer base, and developed financial models to assess the client's options going forward. Included was the development of a list of possible acquisition targets.
A consumer products company experiencing exceptional growth needed updated systems to support it growth. Identified developed IT strategy and associated 3-year plans, case for change and overall program roadmap with major milestones.
For a market-leading textile company, led the effort to implement an integrated Sales and Operations planning process. Design and implementation of processes, tools and organizational change, resulting in 16% reduction in working capital, with 23% reduction in stock-outs.
For a market-leading metals company, developed an overall systems ERP strategy, including specific scope components, structured implementation and roll-out approach, required changes, costs, benefits and overall case for action.
Consumer products company experiencing exceptional growth needed a re-design of its supply chain. Identified a new supply chain network enabling a reduction in its manufacturing plants from four to three and distribution centers from five to two, reducing overall supply chain costs from 26% to 22% of revenue.
For a major financial services firm, reduced annual IT purchasing expenses through increased coordination and leverage among the three primary business units. Identified savings, developed sourcing and negotiating strategies for key commodities, and defined organizational and process changes to achieve sustainability of identified cost savings.
Co-founded firm, developed all intellectual property and lead all assignments.
Responsible for global services strategy for $8B division, after Dell's acquisition of Perot Systems, including strategic planning and financial planning & analysis functions. Led effort to redesign outsourcing sales management function and processes, resulting in doubling of proposal win rates.
Overall global accountability for the Business Design and Operations Effectiveness practice. Directed consulting assignments, prepared and presented business development presentations and proposals, and contributed to the firm's intellectual capital.
Founded firm, developed all intellectual property and led all assignments. Representative engagements include:
As a partner in the Supply Chain practice, responsibilities included directing consulting assignments, preparing and presenting business development presentations and proposals, contributing to the firm's intellectual capital, developing practice staff members and cultivating broad client relationships.
Directed all supply chain management activities, including inventory and distribution management, sourcing, purchasing, and product data management. Improved customer service and in-stock rates from 92% to 97% and simultaneously decreased finished goods inventory investment by 43%.
Progressed from Staff Associate to Associate Partner. Primary focus was in the Supply Chain Management, Distribution/ Logistics and Customer Service functions, and included extensive experience with Business Process Reengineering, Business and Technology Strategy Planning, as well as Systems Design and Implementation. Clients included several long-term relationships with clients in the Industrial Products as well as Consumer Products industries, throughout the U.S., Asia and Europe. Many client examples available.