MANAGEMENT CONSULTANT, STRATEGIC ADVISOR
Dynamic Management Consultant and Project Manager with 20+ years of
working experience in performance improvement and business turnaround
with Fortune 100 and medium-sized businesses. Specific focus in
combining technology and financial solutions to boost bottom line and
increase productivity across Sales, Marketing, Finance, Engineering,
and IT. Succeeded and recognized for leading strategic and tactical
planning for enterprise IT, Business and Network Infrastructure
projects from inception to deployment and life cycle management.
. Investigative Risk Analysis . Feasibility Studies
. CRM, SFA and ERP Apps
. Quality and Process Control . Root Cause Analysis
. Disaster Recovery Crisis Mgt
. Revenue & Profit Enhancement . Business Planning
. Budget & P&L Management
. IT Management . Network & Infrastructure Revitalization
. Financial Systems Turnaround
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Government, Telecommunications, Healthcare, Manufacturing, Warehouse
and Distribution, Retail, Banking, Real Estate
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Executive Highlights
Strategic Planning: Turned around underperforming company, implemented
financial audit system and increased market share and sales revenue into
new territory. Transformed financial status from red to black in 2 years.
Business Development: Restructured nonstandard products into a new sales
strategy. Negotiated pricing tiers with vendors and introduced new costs
within product model. Sales increased to $2.3B.
Merger & Acquisition: Led team of business analysts for products and sales.
Determined and recommended day 1 post merger Sales Strategy for
consolidated products and sales solution.
Transformational Change: Reinvigorated Warehouse Distribution and Retail
Company with declining sales and margins by implementing Inventory
Intelligence and Sales Order Process. Profit increased by 400%.
New Business Startup: Established Business Systems Consulting Firm,
growing sales to $2.5M in 1 year.
IT and Network Infrastructure: Implemented CRM, SFA and Oracle Financial
ERP. Standardized business and systems processes, and consolidated 4
Network Operation Centers (NOC) and Call Centers into 2 locations. Saved
$120M.
Employment History
AT&T, CA Associate Director, Senior Project &
Program Manager 1996 - 2009
Business Systems Reengineering, CA RVP IT Professional Services
1994 - 1996
San Oaks Distributors, CA Financial Systems Consultant &
Controller 1990 - 1994
Unisource Systems, CA Business Consultant
1986 - 1990
Education & Training
BA in Accounting and Financial Management; BS in Survey Engineering
TL9000, MIS Certification, Project Management, Six Sigma
LAN, WAN, Network Infrastructure and Security
Application Development SDLC Methodology, OPS: UNIX, NT, Siebel SFA,
CRM, Oracle ERP Apps, Oracle Financial (GL, AR, Billing, AP, IC, JC)
Use Case, MS Project, VISIO, Excel, Word, Access, Reporting Tools
Selected Experience
AT&T, Pleasanton & HawthornE, CA
Sr. Project/ Program Manager - Associate Director in Sales, Marketing,
Finance, IT (1996-2009)
Business Process Improvement and Innovation
Network Infrastructure Revitalization
Spearheaded and led $36M RFP government sales installation. Managed
team of 5 professionals, analyzed costs associated with design,
installations, post sales support model and closeout documentation.
Defined and implemented new business processes, recommended process
reengineering and end-to-end Quality Control Process to senior
management. Quantified savings associated with all milestones and
deliverables.
- Increased quality of service delivery and time-line by 31% and
contract profit margin by 2%
- Reduced test failure and rejections by 95%.
Network Operation Center (NOC) - Call Center Consolidation and Disaster
Recovery
Conducted feasibility study and determined tactical and strategy plan
to consolidate 4 NOCs and Call Centers into 2 locations. Developed
financial models; analyzed and documented end-to-end business and
systems processes associated with receiving calls (from
troubleshooting to isolation and resolution), including trouble
ticketing, network monitoring, deploying field engineers, closing
ticket, and customer follow up. Standardized and consolidated business
and system processes among all NOCs and Call Centers, including
disaster recovery plans.
- Saved $120M without any layoffs and while maintaining 98.7%
customer satisfaction.
Business Development and Sales Strategy
New Products Introduction: Managed project team of 18 professionals,
identified and recommended to senior management the introduction of non-
tested products into the corporate service model and offering. Performed
risk analysis associated with technical and operational liabilities.
Reassessed the solution delivery strategy and engaged legal, engineering
and national vendor management. Defined and developed amendment language
into customer sales and vendor contracts, minimizing risks to the
corporation. Developed and documented solution delivery strategy, which
included project management methodology and risk mitigation process
associated with installations, integrations, performance, test and
acceptance.
- Increased sales revenue by $2.3B and sales cycle reduced by 50%,
controlling profit margin as projected.
IT Transformational Change - CRM, SFA & Oracle Financial
Siebel CRM and SFA Implementation Project: Managed enterprise-wide
44,000 seat implementation, including gathering business requirements,
defining scope of work, and developing work flows and delivery. Used
batch interface to VMS and applied SDLC methodology to all project
phases.
- $1.8M savings in annual maintenance
Oracle Financial, 11i and ERP Project: Implemented CRM and SFA by
developing cutting edge technology solutions. Led Enterprise Systems
Architecture initiative and Business Intelligence Project team of 15
IT and business professionals. Deployed Financial Transformation
Systems in full cycle and implemented an integrated systems solution
to legacy and open systems platforms (UNIX, NT and VAX), completing
all projects on time and within budget.
- Saved $2.8M annually on maintenance and improved efficiency by
40%.
- Increased sales cycle by 20% and cash flow by 12%.
Business Startup & Turnaround
Business Systems Re-Engineering, Danville, CA (1994-1996)
RVP IT Professional Services
Founded and established Business Consulting Firm, providing IT
services, specialized in application development and customizations
for manufacturing and transportation companies. Grew company by 80%
and booked $2M in sales within 12 months. Managed clients and multiple
service providers.
San Oak/Centar Distributors, Inc., San Rafael, CA (1990-1994)
Financial Systems Consultant and Controller
Appointed by CEO of nonperforming Manufacturing, Warehouse
Distribution and Retail Company to identify root causes associated
with low sales and profit margins and provide recommendations. Leading
financial and IT team of 9, performed balance sheet and P&L analysis
and audited order processing, procurement and inventory management
procedures. Researched market and evaluated products sales margins.
Implemented corrective measures, including Oracle financial systems
modules (GL, AP, AR, Inventory, Order Entry, Job Costing, Point of
Sale, and Shipping - barcode tracking).
- Increased profit by 400% and cash flow by 25%.
- Reduced excess inventory by 38%
Unisource Systems, CA (1986-1990)
Business Systems Consultant and Founding Partner of International
Application Development and Business Systems Company
Engaged by creditors to turnaround an under performing transportation
company. Led team of 11 professionals to identify and transform root
causes, including financial, operational, cost, sales and market
analyses, competitor's market share assessment, and government
regulatory environment. Implemented financial and operation audit
process. Negotiated with vendors and union, reaching agreement on new
product costs and benefits. Constructed new repair shop and moved the
repair operation to corporate owned facility. Implemented automated
processes to audit cash transactions and monitor all corporate assets
real time. Implemented training facilities.
- Turned around corporation financial status from red to black in 2
years and paid out all corporate debts in 4 years.
- Increased assets by 500% and cash flow by 400% in 4 years
- Decreased corporate liabilities by 300%
- Reduced insurance costs by 25%.