SUMMARY:

• Big - 4 management consulting experience portfolio, program, and project management (PMP) strategic planning integrations transformation financial modeling process engineering contract negotiations vendor management legal and compliance auditing investment management mergers and acquisitions quantitative investment analysis accounting and finance debt underwriting capital raising business development series 7 & 63 technology real estate biotech sales big data data science agile/waterfall SaaS scrum master software development change management

TECHNICAL SKILLS:

• Microsoft Office, Microsoft Excel, Hyperion, Microsoft Project, Visio, SAS, PowerPoint, SharePoint, Access, and Outlook
• Confluence Fundstation, Crystal Reports, SAP, Oracle ESB, BSE, Global Plus, Aladdin, SQL, Workday, and SEI
• Adobe, SAAS, Photoshop, PageMaker, Document Services, Instantis, HP-ALM and PowerPoint
• Bloomberg, Salesforce, Sales Builder, JD Edwards, Bitbucket, Survey Monkey, and ASI Advisor
• Google Docs, Forms, Sites, Sheets, Salesforce, Workday, Pardot, Marketo, Clarity, Informatica, Veeva and Hadoop

PROFESSIONAL EXPERIENCE:

Confidential

Management Consultant

Responsibilities:

• me is responsible for selling and executing consulting engagements in teh financial services and biotech industries. Consult throughout numerous functional groups and across both business and technology. Responsibilities include marketing, sales, engagement management and execution. me complete assessments, strategy development, implementation plans, program/project management and change - management.
• Developed strategy, plans, budgets and executed a cross-functional portfolio of projects
• Project portfolio was comprised of validated medical systemsDeveloped strategy, plans, budgets and executed a cross-functional portfolio of projects
• Project portfolio focused on early clinical development automation, first in human testing and business process improvement
• Developed strategy, plans, budgets and executed a cross-functional portfolio of projects
• Project portfolio focused on database, department sites and business process automation

Confidential

Senior Management Consultant - M&A PMO and Operations PMO

Responsibilities:

• Completed an assessment, gap analysis, solution architecture, governance structure, change-management plans and implemented
• Worked with C-level stakeholders across both business and technology

Confidential - San Francisco

Senior Strategy Consultant

Responsibilities:

• Provided strategic guidance on design and implementation of enterprise wide source system, data environment transformation and artificial intelligence.
• Managed scope, schedule, risk communications, and quality of deliverables

Confidential - San Francisco

Sr. Program Manager Consultant

Responsibilities:

• Completed strategic planning, business process engineering, work breakdown structure, project oversight, and reporting
• Integrated teh 2 companies real estate, fixed assets, and IT resources
• Coordinated implementation across C - level steering committee, finance, accounting, corporate properties, operations, and IT

Confidential - San Francisco

Funds Pro Forma Financial Consultant

Responsibilities:

• Merged 87 funds of varying asset classes, including fixed income, international/domestic equity, and private placements
• Completed analysis, strategic road mapping, regulatory filings, performance and expense reporting, marketing and compliance for
• Developed and implemented $25 million dollar cross-functional, enterprise-wide program with 70-plus stakeholders.
• Led program teams, stakeholders, teh executive steering committee, subject matter experts, and functional managers

Confidential

Sr. Program Manager / Product manager

Responsibilities:

• Developed a target operating model and governance structure
• Led program teams, stakeholders, teh executive steering committee, subject matter experts, and functional managers

Confidential - San Francisco

Senior Program/Project Manager Consultant

Responsibilities:

• Assisted with enterprise-wide GAP analysis, target operating models, implementation roadmap, program plans, budget, schedules, and communications.
• Led cross-functional program team, stakeholders, teh executive steering committee, subject matter experts, and functional managers

Confidential

Global Program Manager Consultant

Responsibilities:

• Identified global/enterprise-wide impacts of FATCA regulations on investment products, business processes and technology.
• Completed an enterprise-wide impact assessment, target operating model, program structuring, funding requests, change management plans and executed.

Confidential

Project Manager Consultant - Defined Contribution Group

Responsibilities:

• Completed impact assessment and roadmap to implement across teh $380 billion dollar defined contribution group.
• Teh cross functional project impacted legal, technology, fund administration, sales and marketing, and new product development
• Responsibilities included executing company’s acquisition/growth strategy, raising and structuring financing, valuations, obtaining political approvals and entitlements, and lastly assembling teams to complete developments valued between $30-$200 million
• Negotiated vendor/consultant contracts, land purchases, sale agreements and mortgages

Confidential - New York, NY

Associate

Responsibilities:

• Worked within teh fund of funds, derivatives, ETFs, industrial, technology, biotech, financial services, and alternative energy sector
• Managed pre-project planning through successful project completion
• Maintained bi-weekly schedule and financial reporting for teh project sponsor (Cambridge University)