Visionary and innovative Project Professional with deep strategy, analytics, finance, credit, marketing and problem solving experience coupled with the discerning ability to identify, evaluate and execute profitable top and bottom line growth opportunities. Unique background features the ability to transform data into insights, leverage a broad skill base and experiences to deliver an unparalleled horizontal fact-based perspective. Built/lead/ developed teams with Fortune 50 companies in diverse sectors, including insurance, telecommunications, banking and asset management. Areas of expertise include:
- IT Solutions & Structured Data Mining
- Department & Project Budgeting and Planning
- Advanced Project & Portfolio Management
- Financial Modeling & Statistical Analysis
- Strategy Roadmap & Resource Optimization
- Successfully Works Across Boundries
- Senior Leadership Consultation
- Strategic Project Prioritization
INDEPENDENT CONSULTANT, Lake In The Hills, IL 2009 – Present
Project Manager / Various Projects
Severed from Allstate as part of the 1,000-headcount reduction related to their $1.1B loss in 1Q 2009. Transitioned to become an analytics, strategy and finance independent consultant for corporations, non-profits and municipalities. Adhere to the McKinsey model for problem solving and project management.
Confidential, Northbrook, IL 2000 – 2009
Project Manager, Marketing Strategy & Planning, 2004-2009
Role and responsibility increased with the consolidation of Allstate Financial and Allstate Protection Marketing through the creation of enterprise Marketing; managed 5 professionals. Created/refined/evolved economic models & metrics to evaluate/compare $580M annual campaign investments to plan. Synthesized disparate data and applied appropriate rigor for accurate and complex ROI measurement. Managed >10 high impact Oracle database development/upgrades/maintenance projects/year for end-to-end measurement, tabulation & reporting. Distilled/articulated >100 ad hoc analyses results/insights to C-level messaging and presentations. Consulted leadership on financial and strategy matters.
- Devised, linked, measured and communicated comprehensive strategic plan across channels, strategy map and budget with multi-channel attributed performance across media types.
- Conceptualized & managed $200K cross functional IT project to convert ad hoc attribution, results tabulation, EVA calculation and report generation to production; 2 FTE bandwidth benefit.
- Performed business case financials and ROI calculations for numerous marketing initiatives, including national sponsorships, resulting in 55% ongoing, 27% refined & 18% discontinued initiatives.
- Conceptualized/designed/implemented user-friendly EVA model for prioritizing/evaluating/comparing all marketing investments; accepted as a consistent and standard “decision tool” best practice.
Manager, Marketing Measurement & Analytics, 2002-2004
Recruited by former AT&T supervisor to develop/launch/scale an advanced integrated analytics organization for Allstate Protection; managed 5 professionals. Pioneered/developed/implemented standardized production attribution/contribution measurement for multi-channel contact strategies of acquisition, cross-sell & attrition campaigns. Developed the measurement infrastructure, production reports and ad hoc reports/ methodologies for tracking, identifying, problem solving, interpreting and presenting program results/insights for all campaigns/programs. Successes include, increased countrywide policies sold by ~5% annually through development of life-time-value segmented reports to articulate cross-sell opportunities, restoration of 2 core cross-sell campaigns; ~65K incremental polices valued at $24M, development and utilization of direct-mail response models for a 15% effectiveness improvement and replace proprietary credit score with shelf score for a $5M recurring savings. Designed/oversaw the development of on-demand dashboards.
Project Manager, Database Marketing, 2000-2002
Recruited by former AT&T executive design/develop a $25M Oracle analytics/insights data warehouse sourced by 7 legacy systems & external data to include ETL (Extract, Transform & Load) and online meta data for Allstate Financial. Collected, normalized, aggregated, stored, and understood robust data management infrastructure to collect and distribute data; configure custom attribution; track, analyze, and measure campaigns. Initiated/redesigned annuity shareholder fulfillment process a >38% cost reduction/year. Developed empirical non-payment model for life policy acquisition & retention activities, reducing direct-mail solicitation by ~20% while increasing new business ~5%.
Confidential, Hoffman Estates, IL 1997 – 2000
Project Manager, Merger Integration
Recruited by former HSBC executive to establish the credit risk organization responsible for $6.5B revenue and $1B receivables; managed staff of 6. Implemented and maintained a decision management, predictive analytics and collections system. Championed the credit risk database development. Devised/managed credit policy and loss mitigation strategies/initiatives to achieve concurrently: >6% revenue growth; >58% collection productivity; $17M budget. Pioneered charge-off receivable factoring; first transaction netted $12M. Routinely consulted C-level executives on credit policy/strategy matters. Through the Ameritech/SBC merger, developed/led 4 teams of 16 staff members to integrate/merge SBC, Pacific Bell & Ameritech Credit & Collections departments. Completed all projects ~25% ahead of schedule & ~19% under budget.
Confidential, Mettawa, IL 1992 – 1997
Sr. Business Analyst, Credit Risk
Joined as a wholesale loan processor/underwriter and collaborating with the Southeast Account Executives. Asked to support the mortgage division AVP with new business development, regional budgets, strategic projects and an array of analyses and forecasts relative to strategies and plan. Through organization and professional growth traversed through accounting, treasury, marketing and credit risk. Where knowledge and skills were gained in product and loan portfolio profitability, impairment reserve setting, securitization capitalization, sell/hold & convexity, interest rate elasticity to meet revenue goals, measure campaign results relative to predictive model benchmarks, credit policy, delinquent receivables management and charge-off mitigation strategies.
Confidential, Chicago, IL 1991 – 1992
Accountant, Fund Accounting
Invited for a summer internship with Corporate Accounting; prepared daily corporate financial statements and security inventory analyses and disseminated to leadership. Assigned special projects by the CFO and CEO, as well as, prepared numerous analyses and presentations for board meetings. Returned for a winter internship with Fund Accounting; performed end-to-end mutual fund accounting and prepared prospectuses, semi-annual and annuals for 3 mutual funds with a combined value of $12B.
BS, Finance [Concentration: Accounting]
SQL, SAS, Oracle, Tableau & Business Objects