Business / Financial Analysis and Modeling Consultant
C-Suite Experience Implementing Technology Based Solutions
Core Competencies:
• Business Analysis
• Financial Analysis
• Financial Modeling
• Business Applications
• Business Intelligence
• Business Process
• Operating Control
• Gap Analysis
• Data Modeling
• Visualizations
• Transformation
• Microsoft Tools
Accomplishments:
• Built a FinTech company from concept to regional leader.
• Transformed a bank’s services, technology, and operations.
• Engineered a mortgage bank’s turnaround to segment leader.
• Implemented data platforms, process automation and business intelligence.
• Designed and implemented artificial intelligence business solutions.
• Drove profitability with technology and process optimization.
• Constructed complex business plans and financial models.
• Innovated sales channels in FinTech and FinServ.
• Implemented technology-based solutions for client business needs.
Assignments:
• President of a FinTech company
• President of a FinServ company
• Executive Vice President at 2 Regional Banks
• Senior Vice President / IT at a Regional Bank
• Management Consultant for a major CPA firm and in private practice
Core Competencies:
• Business Analysis
• Financial Analysis
• Financial Modeling
• Business Applications
• Business Intelligence
• Business Process
• Operating Control
• Gap Analysis
• Data Modeling
• Visualizations
• Transformation
• Microsoft Tools
Accomplishments:
• Built a FinTech company from concept to regional leader.
• Transformed a bank’s services, technology, and operations.
• Engineered a mortgage bank’s turnaround to segment leader.
• Implemented data platforms, process automation and business intelligence.
• Designed and implemented artificial intelligence business solutions.
• Drove profitability with technology and process optimization.
• Constructed complex business plans and financial models.
• Innovated sales channels in FinTech and FinServ.
• Implemented technology-based solutions for client business needs.
Assignments:
• President of a FinTech co
Work Terms
Hourly engagements, Eastern US time zone