Expert Details

Expert in Organizational Transformation, Operational Excellence, Profitability Improvement

Expert ID: 736983 Virginia, USA

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20+ years of P&L and operational experience in management and technology consulting. Deep expertise in profitability analysis and improvement. Execution of P&L from $250M to $1B in the public sector and commercial/financial services industries. Global experience operating $2B technology infrastructure and international technology workforce for PwC. Deep grasp of operational, financial management, business development, and growth strategies. M&A experience on sell-side and buy-side due to diligence and acquisition integration.

A creative, strategy-focused, data and analytics-driven business operations leader with demonstrated success leading public sector and commercial teams across operations, financial, technology, and business development such that they evolve into self-governing teams proficient in achieving sustained growth. An ambitious leader can drive company and team objectives to over-achieve on revenue goals and improve profit contributions: exceptional motivator and mentor with a penchant for developing future leaders through committed mentorship and coaching strategies.

Areas of Key Emphasis —
• Creating Scalable Organizations
• Exceeding Revenue/Growth Targets
• Benchmarking & Forecasting
• Corporate Governance
• Business Transformation
• Human Resource Oversight
• Financial Management
• Risk Analysis and Mitigation
• Operational Excellence
• Budgeting/P&L Management
• Hiring & Assembling Great Teams
• Complex Process Re/Design
• Stakeholder Engagement
• Cloud Technology Implementation
• Performance Cultures

Signature Achievements:
Track record of consistent and profitable growth with P&L accountability in roles:
- $256M as COO for BearingPoint Federal Civilian Segment, $675M COO/VP for BearingPoint Commercial/FS business, and $1B as COO of PwC Financial Services.
- Spiked percentage of revenue more than 20% using best practices in pipeline management and developing an ecosystem based on trust, creativity, and encouraging a mindset within a talented team to achieve the impossible. (PwC)


Year Degree Subject Institution
Year: 1996 Degree: MS Subject: Systems Analysis and Finance Institution: Naval Postgraduate School
Year: 1995 Degree: MS Subject: Business Administration Institution: Boston University
Year: 1989 Degree: BA Subject: Political Science and Psychology Institution: Vanderbilt University

Work History

Years Employer Title Department
Years: 2021 to Present Employer: Undisclosed Title: President Department: Client Service
Empowering the company's public sector team to make the next jump in company growth through ownership of customer relations, developing and implementing rigorous delivery processes, driving profitable outcomes, developing the rapidly growing team to produce the highest quality products and deliver them with an exceptional level of customer service.
Years Employer Title Department
Years: 2020 to 2021 Employer: Willis Towers Watson Title: Independent Consultant Department: CFO
Contract to Cash and operations consultant to the CFO of Willis Towers Watson a $9B global advisory, broking and solutions company with focus on improvement to Free Cash Flow.
Years Employer Title Department
Years: 2017 to 2020 Employer: PricewaterhouseCoopers Title: Chief Operating Officer Department: Information Technology
Architected and deployed strategic vision for global finance, operations, human resources, and technology program operational excellence, with bottom line accountability for PwC IT Services Limited, a UK based company within the PwC portfolio. Sustained $100M in turnover, $400M in software procurement spend, $1B in IT infrastructure, across 153 member firms, with teams across 9 international locations. Expedited scalability while driving cost efficiencies, reporting consistency, and mitigation of risk factors (legal conflicts, data sharing, privacy violations, and GDPR) throughout implementation of 3 global software platforms to standardize content sharing using Jive, human resource management and deployment through Retain, and service management with ServiceNow and governance across a network of member firms.
Years Employer Title Department
Years: 2016 to 2017 Employer: PricewaterhouseCoopers Title: Chief Operating Officer Department: Client Service
Charged with performing an operational and leadership turnaround, resuscitating a struggling division and positioning it for stable long-term impact via utilization management and instituting best practices to halt deteriorating profits. Held bottom line accountability for generating quality revenue growth, improving sales forecasting, optimizing resources, implementing expense management and risk reduction strategies for the $1B Advisory FS business spanning Banking & Capital Markets, Asset Management, and Insurance industries with 150 Partners and 3,500 staff (on and offshore).
Years Employer Title Department
Years: 2009 to 2016 Employer: PricewaterhouseCoopers Title: Operations Leader Department: Client Service
Transitioned from BearingPoint during 2009 acquisition, aligning operations post-merger, positioning the integrated teams for growth through opportunity capture and pipeline management, operational enhancements, profitability maximization, and firm growth strategy implementation. Served as US Firm sponsor for Analyst Relations program, teaming with Gartner, Forrester, and IDC to increase brand recognition and analyst report penetration. Integrated mergers and acquisitions of Booz & Company, PRTM, Diamond Management Consultants, and smaller tuck ins.
Years Employer Title Department
Years: 2007 to 2009 Employer: BearingPoint Title: Chief Operating Officer Department: Client Service
Transformed operations to remedy declining revenues, sales, profit margins, consumer focus and market share for this $674M North American Commercial/FS and Latin American business with 6 operating segments, 106 Managing Directors and a team of 2500. Architected strategic direction empowering key team leaders, revitalized the cultural DNA and drove positive organizational change using effective leadership, mentoring, and process improvement, optimizing processes across operations, cash collections, infrastructure support, and sales operations.
Years Employer Title Department
Years: 2005 to 2007 Employer: BearingPoint Title: Chief Operating Officer Department: Client Service
Federal Civilian Agencies operations.

Government Experience

Years Agency Role Description
Years: 1989 to 2001 Agency: United States Marine Corps Role: Officer Description: Financial Operations Director, Operations Officer, Unit Leader

Career Accomplishments

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