Professional Experience

Hudson Valley Business Advisory

Founder / Independent Consultant (2014 - 2017)

Independent consultant with a passion for helping companies develop and execute high growth strategies which result in greater profitability and improved operational effectiveness. Work with businesses of all sizes.

Founder - Business Advisory firm for small and growing businesses (Industry experience in Media, Healthcare, Retail / Restaurants, and Business Services) 

Advise businesses in areas of market analysis, new business development, customer acquisition, consumer research, cash conversion cycle, and expense management; Develop companies’ business plan and financial models (income statement, balance sheets, cash flow, etc.) for internal planning & fund raising purposes

Partner with companies to identify opportunities for development and optimization by focusing on key areas of growth and refining business model; Assess current company capabilities and establish and document repeatable operational processes and procedures; Determine key metrics for inclusion in company dashboards / scorecards to more effectively monitor business

Selected engagements include:

  • Advised a growing business service firm in expanding to a new market and implementing a planning and automation software suite; Resulted in a forecasted 2x increase in revenue and 30% increase in profitability
  • Conducted revenue optimization study for growing consumer services firm; Resulting shift from transactional to subscription-based revenue model resulted in significant revenue expansion (1.5x) as well as better data analytics for consumer targeting

L.E.K. Consulting

Senior Consultant (2011 - 2014)

L.E.K. is a top tier strategy consulting firm and one of the world's leading commercial due diligence advisors

Advised corporate clients and financial sponsors on company strategy, acquisition screening and valuation, and due diligence engagements; Managed teams through entire project cycle including proposal writing, project planning, development of strategic insights, report writing, and client delivery; Industry focus of Healthcare (Insurers & Providers), Media & Entertainment, Retail and Private Equity; Presented findings to all levels of management including business unit leaders, CEOs and Board of Directors

Scope of work has included developing market entry strategies, market sizing, value chain analysis, competitive benchmarking and research, growth strategy development, data mining, financial modeling, and M&A opportunity screening and valuation

Selected engagements include:

  • Partnered with a Fortune 50 healthcare services company to create and roll-out their national product strategy; analyzed pricing decisions layering in competitive intensity and customer demand
  • Partnered with a media informatics company to identify acquisition opportunities by analyzing potential markets, valuing potential assets and companies by creating financial models, and determining an optimal partner based on qualitative and quantitative analyses
  • Led multiple commercial due diligences for private equity clients focusing on sizing the addressable market, identifying key growth drivers, assessing the value proposition to customers, and reviewing the competitive dynamics of the industry
  • Conducted portfolio company improvement projects focused on sales force optimization, 100-day integration planning, key performance indicators (KPI) platform design, organizational re-design, and operational process improvement

Business Week

Director of Business Operations (2008 - 2009)

Managed a multi-functional group responsible for operational aspects of BusinessWeek.com and BusinessWeek magazine including ad operations, order entry / fulfillment, billing, account reporting, and sales force compensation

TMP Directional Marketing

Director of Finance, Digital (2007 – 2008) & Manager, Financial Analysis (2006 – 2007)

Developed annual budget projections and monthly forecasts in close collaboration with Sales Vice Presidents and presented monthly results to senior management and private equity owners; Created pro-forma discounted cash-flow financial models for investors

Carefirst Blue Cross Blue Shield

Strategic Planning Analyst - Office of the Chief of Staff (2004 - 2006)

Partnered with executive leadership team to develop annual strategic plan and quarterly board of directors presentations; Presented weekly to executive management on company dashboards including competitive data and operational performance metrics

Financial Analyst (2003 - 2004)

Developed budgets, assisted in monthly close, and created forecasts for largest line of business ($3.0B rev, $2.8B exp); Responsible for building cost-benefit models and leading analysis process on all corporate initiatives

 

Education

Columbia Business School

Master of Business Administration (MBA), Concentration in Finance and Strategy 

New York, NY (2009 - 2011)

Loyola University in Maryland

Master of Science (MS) in Finance

Baltimore, MD (2004 - 2006)

Loyola University in Maryland

Bachelor in Business Administation (BBA) in Finance

Baltimore, MD (1999 - 2003)