Highlighted Experience

• Finance Transformation for $42B P&C insurer;

  • Objective: Link financial and operational plans to reduce cycle time

  • Result: Operationally informed P&L in under 60 mins

• Chart of Accounts implementation strategy for Tier 1 Management Consultancy

  • Objective: Parallel implementation of new CoA across adjacent systems

  • Result: Synchronized global go-live across multiple technologies

• Global technology implementation for P&C insurer

  • Objective: Establish common reporting platform

  • Result: Unified teams & data for reporting across 12 countries

• Pre/Post-Merger reporting architecture $15B healthcare payer

  • Objective: Establish process and architecture for interim reporting

  • Result: Post-Merger consolidated reporting enabled within 30 days

• Finance Transformation for national multi-line bank

  • Objective: Improve speed and transparency of consolidated reporting

  • Result: Monthly reporting 30% faster, actionable expense allocations

• Business Case on cloud reporting architecture for $5B regional bank

  • Objective: Generate executive buy-in for cloud-based data strategy

  • Result: Concept passed with budget approval within 90 days

• Define firm-wide delivery methodologies across SDLC

  • Training / Testing / Data Conversion & Validation

  • Build orchestration and multi-thread environment strategy

• Overhaul of allocations process for $7B financial services company

  • Objective: Reimagine expense allocation methodology

  • Result: Reduced month-end close by 2 days