CV

SUMMARY OF QUALIFICATIONS

• 10+ years of experience building new and improving existing operational structure and frameworks across functions (business development, marketing, finance) in fast paced growth environments

• 9+ years of advisory and consulting experience across a number of verticals (financial services, manufacturing, telecom)

• 5+ years of experience in successfully designing and delivering on implementation plans in various verticals including telecommunications, technology, financial services and manufacturing

• Extensive experience in building, managing, mentoring and coaching productive operational teams

EMPLOYMENT EXPERIENCE

Amazon Web Services (AWS), San Francisco, California

Business Operations Lead, November 2021 – Present

• Driving key initiatives and managing inputs to operational planning and goal setting

• Developing new dashboards to drive self-service reporting and further embedding faster data-driven decision making

• Streamlining key business cadence activities such as strategic planning, business reviews, resource justification, and allocation

• Communicating new / updated internal mechanisms / processes to leaders, employees, and cross functional teams

Visa Inc., San Francisco, California

Director, August 2015 – November 2021

• Developed and implemented new solutions for Visa Consulting & Analytics (VCA) clients 

  • Collaborated with client senior management to create a business case for redesigning the value proposition of a small business credit product to improve competitiveness and growth

  • Designed the value proposition of new consumer credit product for an issuer that sized the potential opportunity within their footprint as well as considered their risk appetite

  • Assessed a client’s existing consumer credit Early Month on Book (EMOB) strategy and collaborated with client senior management on developing and implementing an overall strategy and individual initiatives to improve activations and usage

• Led the assessment of Customer Servicing and Fraud Management functions for two Consumer Credit Issuer Benchmarking Studies in both the United States and Canada

  • Developed a detailed understanding of the operations and costs associated with issuer customer servicing and fraud management 

  • Collaborated with participating issuers to understand their operations from both a financial and non-financial perspective to ensure an apples-to-apples comparison on operations and costs

  • Developed recommendations that were presented to participating issuer senior management based on areas of improvement discovered during the Studies

• Built the brand and presence of VCA internally and externally

  • Co-wrote and published white paper concerning the benefits of implementing tokenization for issuers

  • Evangelized the benefits of VCA to internal stakeholders including Account Executives and Product groups by promoting VCA’s vision and its unique products and solutions

StepOne Ventures, San Francisco, California

Strategy & Innovation, June 2015 – July 2015

• Advised corporations ranging from startups to enterprises as to their go-to-market strategy into the United States marketplace:

  • Researched, developed and maintained appropriate contacts at various firms ranging from startups to large corporations. Industries of interest included social media, high technology, cloud computing as well as media and telecommunications

  • Advised foreign startups and corporations on appropriate go-to-market initiatives to enter the United States marketplace:

    • Specify geographic areas to locate North American office based on industry and target market criteria

    • Specify clients and / or industries to pursue to gain quick and efficient entry into the United States market

    • General cultural advice on dealing with the United States business environment and culture

Detecon Inc. USA (Management Consultancy of Deutsche Telekom Group), San Francisco, California

Strategy and Business Development, September 2011 – May 2015

• Managed an international multicultural team of analysts and consultants for a North Africa telecom operator capital expense reduction engagement; projected to achieve a capital expense reduction from 23% to 17%:

  • Conducted internal and external benchmarking for needed operating carrier capital investment

  • Evaluated processes related to long term capital expense planning including budget planning and execution processes

• Developed key frameworks, processes, change management strategies and relationships for a large U.S. telecom operator to ensure the successful implementation of 10 B2B churn initiatives throughout the organization:

  • Managed and drove a consulting team to ensure timely delivery of the 10 B2B churn initiatives

  • Worked with client to develop complete end-to-end in-house incentive program to minimize churn and encourage upgrades by incentivizing business customers to trade-in their old devices for new ones

• Redesigned, simplified and rebuilt U.S. telecom forecast model to reflect new disruptive market realities (e.g. hardware / wireless plan split):

  • Helped client’s strategy group develop an informed and detailed opinion on the development of the U.S. market within the next 5 years, and the implications this holds for one of the client’s U.S. subsidiaries

  • Derived the implications of the market development with regards to the strategy and performance on the parent and the subsidiary, and assisted in internal strategy discussions regarding client’s subsidiary positioning

• Acted as operational lead and liaison for a startup utilizing a large U.S. telecom operator as a go-to-market channel including the development of an overall engagement and marketing approval framework between the two companies:

  • Managed the go-to-market operations between the startup and the large U.S. telecom operator

  • Worked with senior leadership at both the startup and the large U.S. telecom operator to develop the long term strategy including partnership framework and product development roadmap

• Developed key communications and reporting frameworks between a large pharmaceutical distributor and its new IT service provider to ensure senior leadership visibility concerning critical operational and project objectives and issues:

  • Developed weekly and monthly reporting frameworks to enable senior leadership at both the large pharmaceutical distributor and its new IT service provider to identify critical operational issues

  • Liased between the large pharmaceutical distributor and its new IT service provider to ensure smooth communication flow between all involved parties

Deloitte, Toronto, Ontario

Senior Consultant, September 2009 – August 2011

• Led the legal and regulatory risk management review in customs and excise taxes, environment and store operations for a new foreign retailer entering the Canadian market. Tasks included:

  • Risk ranked identified sections in terms of reputational, financial and operational risk to the foreign retailer and provided risk mitigation options

• Designed and developed an Excel-based resource planning tool to allow for multiple scenario testing based on the client’s existing resource planning methodologies and industry best practices leading to optimal annual project allocation based on limited resources

  • Client deployed the tool within the organization due to its customization versus an off-the-shelf software alternative

• Conducted finance organization assessment for a national engineering services firm by understanding the client’s key issues and developing initiatives required to streamline and modernize the organization and processes:

  • Identified key pain points that were preventing the finance organization from achieving optimal efficiency

  • Developed an action plan to address pain points that met client’s desires for rapid organizational improvement while respecting overall cultural values

Various (Research In Motion, ThinData, RBC Royal Bank Financial Group, Bombardier Aerospace, U.S. & Foreign Commercial Service), North America

Financial Analyst / Account Manager, January 2001 – August 2007

• Prepared DCF valuation on potential customer orders from $25 million to over $250 million which was used by senior sales and executive management in regards to current and proposed regional aircraft sales

• Implemented process improvement initiatives relating to deal analysis turnaround times and process flows

• Created financial models and balanced scorecards to analyze strategic issues, including compensation and market transactions and inform senior leaders on progress

• Conducted business development activities for clients including cold calling, partnership development and strategic go-to-market advice

LEADERSHIP ACTIVITIES

Volunteer Path, Toronto, Canada

COO/CFO, October 2009 – July 2015

• Developed product roadmap and strategy during accelerator training (InCubes) which ultimately led to a successful Demo Day launch and angel investment discussions and deals

• Successfully developed launch product based internal discussions, user feedback and market testing to enable development teams to improve and develop the product within a one month timeframe

• Executed all aspects of operations including community development (initiated Volunteer Path Ambassador program) and sales and marketing (ongoing social media outreach)

EDUCATION

Ryerson Universty, Toronto, Ontario

B.Comm. Management, November 2018

University of Toronto – Rotman School of Management, Toronto, Ontario

M.B.A., June 2009

University of Toronto, Toronto, Ontario

B.A. Political Science, November 2004

Project Management Institute, United States

Project Management Professional (PMP) designation (Pending 2020)