Strategic Change Management Leader

EXECUTIVE PROFILE

Seasoned management consultant with unique blend of expertise in strategic leadership, stakeholder relations, change management and organizational alignment across globally distributed teams. 20+ years experience with Fortune 500 companies across diverse industries. Former Change Agent across multiple strategic business units spanning executive change leadership, business transformation, HR alignment and operational growth.

Proven expertise in building profitable services organizations aligned with strategic business goals that deliver exceptional customer value to customers worldwide. Skilled in leading large distributed teams balancing long-range strategic vision with tactical initiatives. Exceptional communication, presentation and relationship management skills. Skilled in building coalitions and driving operations on a global scale. Comfortable interfacing with C-level executives

EDUCATION

MBA Finance University of Chicago Booth School of Business

Master of Science - Computer Science & Space Sciences - Florida Institute of Technology

AREAS OF EXPERTISE

Change Management

Stakeholder Management

Enterprise Reporting

Program Management

Relationship Management

IT Governance

Global Sourcing Strategy

Team Building

KEY ACCOMPLISHMENTS

Change Leadership

Successfully delivered the largest multi-year development project ($18M) in the area of mortgage banking resulting in company being named 1 of 2 Strategic Suppliers based on delivery excellence and thought leadership

Process improvement expertise in EOS, Lean, Six Sigma, CMMi, RUP, ISO and TQM. Drove key initiatives in thought leadership, talent transformation and training that resulted in a 100% revenue uptick within 2 years.

HR executive for teams of up to 1200 consultants comprising human capital and talent management, employee engagement, motivation and retention strategies, global resource pool provisioning and routine hire/fire.

Chaired change control and problem management boards to resolve complex IT issues across global IT teams.

Trusted Advisor for C-suite at supply chain and distribution market leader servicing the oil & gas industry.

Business Transformation

Chaired Advisory initiatives in areas of application portfolio rationalization, business process transformation, organizational change management, strategic alignment of business/IT, and global sourcing transformation.

Managed infrastructure services program for $50M banking project comprising product build and release management, QA and support of financial derivatives products across trading hubs in US, Europe and Asia.

Delivered innovative solutions from scratch in areas of cloud, mobility, social media, analytics, wealth management, mortgage banking, testing, GRC and BPO services.

Managed the client relationship for $1.8B global multi-vendor outsourcing initiative across managed services project portfolio, comprising performance reporting, SLA agreements and IT governance for Fortune 50 client. Owned the relationship for operational service providers including Verizon, IBM, EDS, Sungard and Avaya.

Strategic Planning

Developed Strategic Account Plan (reviewed by CEO), comprising account growth, talent management and competitive strategies for exceeding annual top-line and bottom-line targeted goals.

Spearheaded the global network architecture, build out and business continuity planning across delivery centers in India, US and LATAM, from hardware provisioning to setup and steady state operations. Executive interface for IT Security Audits & Compliance, Business Continuity Planning, and Network Infrastructure Provisioning.

PROFESSIONAL EXPERIENCE

Director of Capital REDSTONE BCG 2016 - Current

Boutique business consulting group providing access to alternative capital, business consulting and organizational change management for early stage, midmarket and enterprise firms worldwide.

Advised firms on principles of EOS organizational change management standard coupled with targeted capital infusion to achieve business turnaround, stabilization and growth.

Chaired the Capital Business Unit providing debt financing alternatives in areas of receivables factoring, commercial banking, litigation financing, project finance, business banking and early stage/angel investments.

Developed the firm engagement model for driving funding investments for lower midmarket firms across a partner ecosystem of commercial banks, private equity sources, alternative lenders and specialty financing sources.

Conceptualized the Redstone Angel Investor Network (RAIN) to deliver targeted equity financing for select early stage ventures within the Southeast, and built relationships with local angel investor networks.

Partner TRUETHINK SOLUTIONS 2013 - 2015

Business Consultancy focused in driving strategic enterprise value for SMB customers in US and Europe.

Chaired creation of performance dashboards on the enterprise portal for a midmarket financial service firm. Interfaced with C-level executives, data architecture and business teams for developing the customer interface displaying Key Performance Indicators across Finance, Sales and Operations using industry-standard BI tools.

Develop roadmap options and GTM strategy for building enterprise risk practice at global IT offshoring giant.

Deliver custom enterprise risk management and data analytics services targeting midmarket banks in the US.

Change Agent WIPRO TECHNOLOGIES 2011 - 2013

Managed strategic change for market-leading PE-funded chemical distribution firm comprising areas of Managed Services, Supply Chain Optimization, Change Control, Business Transformation and Product Innovation.

Coordinate end-to-end business and supply chain strategies based on ongoing business plans and objectives

Chaired Monthly Governance Council to review service operations with the CIO and executive client leadership.

Created $10M ACV pipeline of ERP transformational programs in areas of supply chain, M&A and analytics.

Led workshops and product innovation in areas of enterprise mobility, enterprise architecture and cloud apps.

Initiated emerging services capability within mobility, EHS, warehouse management, pricing analytics and F&A.

Pitched initiatives to drive value within energy midstream and downstream products and services markets.

Change Agent HCL TECHNOLOGIES 2007 - 2011

Managed strategic change for largest US onshore account for $5B global offshore IT services provider, comprising Strategic IT Operations, Vendor Relations and Executive Leadership across US, India, and LATAM.

Partnered with Division CIO for developing IT transformation strategies to save $300M in operating expenses through data center consolidation, platform migration, portfolio optimization and decommissioning of legacy applications. Created $5M project pipeline of transformational initiatives within 1 month of joining initiative.

Drove strategic planning and delivery in Banking & Insurance comprising a $1B annual IT operating budget.

Developed comprehensive multi-year Strategic Account Plan (reviewed by CEO), comprising business growth, capability management and competitive strategies to enable annualized growth rates of 25- 50% on YOY basis.

Enabled business growth through thought leadership, business/IT alignment, cross-selling of services, product innovations and increased client relationship focus.

Led successful multi-year strategic & transformation deals in areas of technology innovation, vendor integration, legacy modernization, and platform migration.

Built and nurtured direct 1-1 stakeholder relationships with C-level executives for all account initiatives.

Drove the Account Governance Model for service delivery comprising the PMO, Technology Council, Solution Principals (former CIOs), Program Directors and PMP-certified Managers. Ensured all Business Change Management activities are effectively executed according to the Project Management Office.

Led Account Roadmap agenda discussions at Annual Steering Committee CIO Boardroom meetings.

Spearheaded strategic innovation program for harvesting intellectual property from client assets.

Anchored global delivery center rollout in LATAM and India from site selection to transition and steady state.

Client Manager IBM GLOBAL SERVICES 2005 - 2007

Managed executive stakeholders, enterprise reporting and analytics for $1.8B global multi-vendor outsourcing initiative covering contract negotiations, performance management and IT governance for Fortune 50 client.

Articulated the business value proposition to C-level executives comprising improved efficiencies, risk mitigation, and reduced operating cost based on a complex global multi-vendor service delivery model.

Led problem management efforts for major service outages spanning global command operations. Assembled teams and led root cause analysis efforts to ensure workarounds or solution formulation to minimize SLA impact.

Managed SLA targets for offshore vendor ecosystem including Verizon, Infosys, EDS, Sungard and Avaya

Business Manager ABN AMRO SERVICES COMPANY 2002 - 2005

Enterprise Lead for managing IT services portfolio and operating governance for $118M operating budget.

Articulated budget and resource requirements for N-tier project application portfolio to senior IT management.

Chaired Change Control Board to resolve complex IT issues with global IT teams in US, Europe and India.

Developed cost-benefit analysis of planned infrastructure changes to improve overall service levels by up to 25%

Partner PEGASUS KNOWLEDGE SOLUTIONS 2000 - 2002

Practice Head for $20M Midwest systems integration boutique providing consulting services to the high-tech industry.

Increased revenue pipeline by over 100% within 6 months of joining by leveraging personal industry contacts.

Closed and managed service delivery for a multi-year IT outsourcing contract for a global banking company.

Managed a team of 10 senior consultants across various staffing roles and projects with P&L responsibility.

Devised the engagement methodology for all projects. Authored white papers and proposals for RFP/RFQ bids.

Business Manager ABN AMRO BANK 1998 - 2000

Handpicked to lead IT operations for $50M banking project across 3 continents based on operational expertise.

Managed IT operations and new product development for $50M banking project for complex financial ecommerce portals at key trading centers in Chicago, London, Amsterdam and Singapore.

Managed expectations across diverse stakeholder base comprising senior executives and worldwide delivery team. Recognized as the in-house “Guru” for resolving all global delivery and product release issues.

President R&R VENTURES INC. 1996 - 2000

Business owner and consultant providing strategic technology, marketing and change management services to financial sector companies. Compiled a Rolodex of executive contacts in the global business arena based in Chicago.

Maintained a six-figure run rate for 5 years through customer referrals and industry sales leads.

Played interim CIO/COO role for emerging insurance company based in VA and recruited the executive team.

Advised top management on business strategy and ERP sourcing issues for $200M publicly traded high-tech firm.

Systems Manager WILLIAM M. MERCER 1994 - 1996

Managed software releases for a $20M benefits outsourcing project across 80 developers.

Presided over the Change Control Board for all production insertions and wrote the CM Plan.

Member of Office of Information Technology team comprised of most senior architects.

AFFILIATIONS

Project Management Institute (PMI), The Indus Entrepreneurs (TiE), Chicago GSB Club, Illinois Coalition

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