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Business Analyst

Healdsburg, CA
October 05, 2018

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Cell: 707-***-**** Home: 612-***-****



Accomplished business consultant with broad-ranging experience in startups, business turnarounds, program leadership, investment analysis, financial analysis, negotiations, brand development, strategic planning, new market penetration and all aspects of evaluating and implementing new or existing businesses and products/services. Particular experience and achievements in international business, ground-up business development as well as consulting on financial and operational issues. Team builder, leader and motivator.

New Business Development Turnarounds Market Penetration Startups

International Business Strategic Planning Business Plans Business Forecasting P&L

Investment Analysis Financial Analysis Brand Development Contract Negotiations Investment Consulting

Process Enhancement Operational Streamlining Project Management


COMMONWEALTH BUSINESS CONSULTING GROUP, Nassau, The Bahamas & Minneapolis, MN 2011 to 2018

Business consulting firm specializing in funding and managing business startups and turnarounds, business optimization / process re-engineering, systems integration, custom software development, business development, strategic planning, performance management consulting, project management and loss prevention.

Managing Partner/Program Leader

Developed the investment valuation model and investor presentation for new 201-room hotel in Nassau, Bahamas.

Responsible for finance, strategic planning and marketing in the turnaround of a mobile money company

oLed development, testing and implementation of customized banking software

oCreated the business case and financial analysis that were central to the acquisition of a software firm and the merger with an international remittances company.

oDeveloped business case and presentation that resulted in approvals by Fincimex (Cuba) to be the only company licensed to perform remittances into Cuba from any nation - including the U.S.

oCreated unique micro-financing model that has resulted in loan issuances of $5.5 million in its second year. Product is one-third the cost of competitors and maintains 30% net interest margin.

Developed unique structure for joint venture partnership with Habanos S.A. (Cuban government tobacco company) that reduces product cost by 62%, increases gross margin by 50% and lowers sale price by 30%.

Lead the financing and startup of a stem cell bio-banking and laboratory services company aimed at becoming the collection and processing point for stem cells collected throughout South and Central America.

Contracted to develop loss prevention plans at two large Nassau-based companies.

oBoth analyses resulted in significant shifts in corporate priorities that directly involve and impact HR, Operations, Finance and executive leadership. Losses down ~50% at one of the two firms.

Responsible for ensuring a media productions company that was unable to scale get its operations under control. Developed strategic plan, implemented controls and structure for the business.

oCompany now positioned to continue with its growth plans.

Rehabilitated a support-level business unit in of one of Nassau’s largest employers by developing the competencies of the general manager; led development of a strategic plan.

oFormerly a drag on corporate growth, the business unit is now a solid contributor.

INSIGHT GLOBAL, Minneapolis, MN 2015 to 2017

Atlanta-based provider of employment solutions to Fortune 500 customers throughout the U.S. and Canada.

Project Manager

Managed multiple IT-based projects for Optum, Inc., a health services company owned by United Health Group.

Projects under management include:

oDisaster Recovery project – ensuring redundancy of multiple servers

oWAF F5 Blocking project – tuning policies designed to protect internet servers from malicious attacks

oApp Onboarding to Secure project – preparing both IT and operations for onboarding applications to software designed to maintain user entitlements

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R&R MEDICAL AND WELDING SUPPLY SERVICES, Nassau, The Bahamas 2012 to 2015

Wholesaler and retailer of industrial and medical gases; welding and medical supplies. Formed in 2010 to take on a competitor with a 25-year monopoly in the Central and Southern Bahamas market.


When company was discovered in November 2012, it was insolvent due to significant financial and operational challenges. Performed all due diligence, formed investment group and was responsible for leading the corporate turnaround.

Within 7 months under leadership, company had captured market share in industrial gas and welding supply sales. Within 18 months, company supplied approximately 40% of the nation’s medical gases.

Re-engineered supply chain to realize more than 50% boost to gross profit margins

Overhauled product lines, reducing inventory turnaround by 400%

STARBUCKS COFFEE BAHAMAS, Nassau, The Bahamas 2005 – 2011

Eight-store licensee of Starbucks Coffee, the largest coffeehouse company in the world. Starbucks Coffee Bahamas has 85 employees and revenues of $8.5M.

Managing Director

Planned and managed the initial entry of Starbucks Coffee Company into the Bahamas. Responsible for financial forecasting and reporting, market analysis, business planning, operational startup, marketing and P&L of the Starbucks brand in the nation. Particular success in training, motivating local workforce to international customer service standards in a very challenging environment. Directed all operations, finance, legal, marketing, licensing, IT and supply chain issues. Oversaw real estate acquisition and construction, developed all HR policies, created 5-year strategic plan for continued growth and success.

Successfully developed the largest single food service account in Starbucks Coffee International history.

Attained Secret Shoppers customer service rating of 95% in a work culture where customer service was notably poor.

Secured a globally unprecedented six-year commitment from major food service account.

Cut labor costs by 23 percent, markouts by 63 percent and shrinkage by 50 percent while improving bottom line despite downturn in economy.

Developed innovative new licensing contracts allowing licensor more control which have now become standard in Starbucks Coffee International agreements.

WEATHERLY CONSULTING, Minneapolis, MN 2004 – 2005

Consulting and project/program management company working with financial services clients. Weatherly was rated number 1,214 on Inc. Magazine’s 5000 list and was among the top 50 fastest growing companies in the Minneapolis area.

Senior Business Analyst

Key in management of year-long project for American Express Financial Advisors to merge five life insurance companies down to two and re-brand them for market. Responsible for the cost/benefit analysis that confirmed the financial viability of the project. Created communication, marketing and execution plan for the re-branding and performed financial analysis of the re-branding effectiveness. Also created innovative compensation plan revision for financial company to make compensation more transparent and to more effectively motivate sales staff.

Merged five life insurance companies into two and re-branded them to net $1.7M in profit and $135M in newly accessible capital reserves with ongoing annual savings of $688K

Designed institutional sales rep compensation plan and built software to manage the plan on ongoing basis for financial institution. Performed all integration testing.

CIBER, INC., Minneapolis, MN 2001 – 2004

International IT consulting and project management company with both government and private sector clients. Ciber has over 8,500 employees worldwide and revenues of some $1.1B.

Business/Financial Analyst

Analyzed processes, created solutions, implemented automation and other programs for large financial clients with systems processing billions of dollars annually. Performed needs analysis, coordinated solutions planning with IT technicians, developed strategic enhancement plans, coordinated with programmers to create new, client-specific automation systems and evaluated programs and ensured optimal ROI. Created policies and procedures and helped train client staff on new programs.

Led integration testing on two automated credit card processing projects for a major US bank and card processor

Saved client over $100,000 monthly in write-offs and another $50,000 monthly in improved interest calculations.

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M & R INNOVATIONS, LLC, Minneapolis, MN 1998 – 2001

Startup sporting goods manufacturer

Strategic Business Manager

Lead player in planning, developing new manufacturing business. Hired to lead the strategic planning and execution for company. Performed needs analysis, market analysis, analyzed the competition, created strategic target marketing and growth plan, helped re-design products to meet market demands and found inexpensive methods to avoid large inventory write-offs. Significantly reduced production costs. Also advised on staffing, financing and accounting issues.

Reduced production costs by fully 46 percent by innovative re-sourcing.

Saved $450,000 in write-offs by finding inexpensive fix for initial product flaws.

BOISCLAIR CORPORATION, Minneapolis, MN 1997 – 1998

Real estate development and management firm established in 1974 and specializing in multi-family housing, commercial properties and office and retail space.

Financial Analyst

Performed cost/benefit analyses for major real estate developments and purchases that determined company’s purchase and development of millions of dollars in new properties. Produced financial reports incorporating state-issued bonds, tax credits and financing and did comprehensive market research in Minnesota-Wisconsin area.

Developed key information determining company’s purchase and acquisition of properties worth more than $120M.

Designed rent collection/analysis spreadsheet application that increased work efficiency by 25 percent and significantly improved accuracy.

OPPENHEIMER & CO. INC., New York, NY 1993 – 1997

Leading investment bank and full-service investment firm providing financial services and advice to high net worth investors, individuals, businesses and institutions for over 125 years.

Assistant Vice President

Organized and operated an international business corporation for Oppenheimer & Co., Inc. in order to supervise the administration of the Oppenheimer Offshore Funds. Responsibilities included transfer agency supervision, accounting, performance analysis, database maintenance, international law research and monitoring the quality of work performed by both the independent administration firm and the Oppenheimer Offshore Funds team.

Managed the growth of clients and assets under management from $100M to $600M. Streamlined the entire work process to handle the increased workload and responsibilities, resulting in increased cost effectiveness of the administrative wing of the funds.


Strategic Advisory Council – St. Bartholomew’s Catholic School

Renascence Institute International Ltd. – The Family, Board Member

Wayzata Rotary Club, Club Member

Rotary Club of East Nassau, Club Member

GAWDA [Gas and Welding Distributors of America], Member


Bachelor of Arts Degree, Philosophy, Connecticut College, Dean’s Honor List

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