Strategy/Management Consultant
Resume:
JEFF POLLARD
New York, NY 10019
*******.*******@*****.***
PROFILE
Strategy, Finance and Marketing professional with an MBA and 10 years experience via management consulting, investment banking, and corporate strategy roles in Fortune 500 companies. Skilled in identifying and assessing new business opportunities, and executing on initiatives which enable companies to better compete. Key strengths include strategy consulting, competitive analysis, market assessment, process improvement, business case development, and project/relationship management. Excellent interpersonal and communication skills. Possesses a quantitative/qualitative skill set that supports a structured framework approach to problem solving.
PROFESSIONAL EXPERIENCE
2007-2009 ACCENTURE, New York, NY
Management Consultant – Financial Services
PROJECT: Strategy – Product Marketing and Innovation – American Express
• Financial Services firm retained Accenture to help align capital investments with strategic business initiatives within Strategic Marketing Capabilities group
• Assessed viability of product packaging concept through the lens of functional capability domains
• Led competitive landscape analysis for digital media innovation in mobile payments
• Developed screening process for new innovations; identified thought-leadership framework for executive decision-making amidst unstable environments and disruptive technologies
PROJECT: Strategy – Consumer Banking Platform – Merrill Lynch
• Leading investment banking, wealth management and advisory firm retained Accenture to help develop full-service consumer retail banking platform
• Explored approach to integrate banking/credit cards across Global Wealth Management platform into the Consumer Banking platform; led competitive analysis of client vs. peer offerings
• Managed analyst and supervised work streams in development of presentations to senior executives in effort to communicate value proposition and strategy for customer acquisition
PROJECT: Strategy - Online Investing Capability – Wells Fargo
• US-based bank retained Accenture to develop recommendations for its online investment products strategy
• Researched industry trends in online brokerage, trust and "bankerage" firms and mapped to framework
• Drafted Competitive Scan; determined key strategic drivers and identified leading capabilities among peer firms in order to derive business implications for client and its customers
• Assessed areas for improvement by identifying gaps between industry best practices and existing client capabilities in preparation for firm recommendations
PROJECT: Strategy – Business Assessment (Small Business Sales Force Effectiveness) - WaMu
• Leading retail bank retained Accenture to assess Business Banking sales force development needs
• Developed in-depth understanding of business banking competitive landscape vis-à-vis client
• Linked key business priorities to key learning needs that would ultimately drive business objectives
• Identified best practices in an effort to help define training that would drive business objectives
• Identified gaps between current state and key learning needs based on organizational assessment
PROJECT: Merger Integration – Bank of America/Merrill Lynch
• Leading US bank retained Accenture as project manager to lead Legal Day 1 (LD1) transition pre-assessment and integration of largest wealth management and advisory firm.
• Identified LD1 key activities, and worked with key stakeholders to get buy-in
• Developed LD1 timeline, key deliverables and tollgate packages
• Interfaced with key clients from both parties involved in acquisition
• Facilitated workgroup meetings to document action items and next steps
PROJECT: Strategy – Customer-Centric Product Development - Accenture Business Development
• Customer-centric strategy development for Financial Services product offerings
• Interviewed client managers in effort to determine how to be more central to clients’ business and critical issues
• Led industry trend assessment with respect to buy-side, sell-side and market infrastructure segments to determine forces affecting current state and impending transformation to future state
• Identified implications for offerings based on resulting shift in industry trends; helped draft response to RFPs
PROJECT: Strategy - Private Equity - Accenture Business Development
• Researched Private Equity firms to develop recommendations for product offerings
• Assessed portfolio company holdings, industry concentration, etc. for outsourcing and transformation potential
• Conducted interviews with client managers to determine issues with which C-Suite leadership is most concerned
2003-2007 CONTINENTAL AIRLINES, Houston, TX
2005-2007 Manager – Marketing and Business Development
• Identified opportunities, developed proposals and negotiated agreements that presented value proposition to grow revenue, extend brand, acquire customers or adopt a competitive market stance; reviewed RFPs, evaluated potential projects, developed integrated marketing plans and collateral, and managed $600M revenue budget
• Assessed strategic marketing opportunities and developed recommendations to increase adoption, spend and retention; managed campaigns/promotions end-to-end, leading cross-functional teams consisting of Marketing, Finance, Technology and Legal through to execution
• Managed transition of American Express portfolio and led product launch of new co-branded MasterCard with BNP Paribas bank subsidiary; helped to achieved 1-year acquisition projections within first 5 months of launch
• Explored co-branded credit card with Barclays Bank in the Mid-Pacific; managed debit MasterCard partnership with Key Bank; launched Customer Retention program using merchandise reward redemption
• Evaluated project to enter new distribution channel involving retail outlets and Continental.com that would effectively result in increased margin, incremental revenue, and growth via customer acquisition
2003-2005 Associate - Corporate Strategy
• Primary responsibilities included evaluating opportunities related to strategic and operational success on projects involving strategy, acquisitions, divestitures and other capital investments
• Examined potential acquisition/investment targets and domestic partnerships; evaluated investment opportunity for enhanced on-board product revenue; explored marketing partnership with energy firm as alternate channel for customer growth
• Managed strategic alliances valued at over $700MM in revenue; reconciled monthly performance to P/L and identified underperforming markets, achieving $40MM in annual savings; performed regional benchmarking study and recommended $3MM in cost savings
• Identified trends and market demand to realize revenue and growth opportunities in new and existing markets; assessed performance of select operations to identify areas for improvement; performed various other profitability and ad-hoc analyses
2002-2003 JP MANAGEMENT CONSULTING (D/B/A), Houston, TX
Business Strategy Consultant
• Independent management consultant focusing on business strategy, planning and development
• Consulting partner to group on start-up media venture; responsible for evaluating potential acquisitions and joint venture partners, helping to develop business plan and marketing strategy, conducting financial analysis and valuation, and sourcing debt and equity capital
1999-2002 JPMORGAN CHASE, New York, NY/Houston, TX
Summer 1998 Associate - Investment Banking
• Strategic advisory and corporate finance roles in Corporate Banking, Mergers and Acquisitions and Syndicated Finance groups focusing on corporate strategy, shareholder value, and capital raising; responsibilities included coordinating the strategic idea generation and presentation process
• Prepared business/market overviews and company analyses; analyzed key business drivers and respective market trends; conducted research, due diligence and other ad-hoc analyses; managed analyst work streams and inputs in preparation of marketing materials for clients detailing various strategies and recommendations
• Identified possible merger/growth ideas for consumer packaged goods client; developed growth alternatives for apparel retailer that included buy-side ideas; explored growth options for media client which included a regional sports network; identified possible buy-side ideas for publishing client; drafted private placement marketing proposal for communications company
• Identified international and domestic buyers for sell-side engagement and made recommendations based on strategic fit and financial performance; explored potential acquisitions for retailer group consolidation scenario; evaluated e-commerce distribution plan for automotive client as revenue growth strategy
1995-1997 UNILEVER (HELENE CURTIS) Consumer Products, Chicago, IL
Marketing Associate
• Developed and managed marketing programs to increase market share, sales, and brand awareness in Southwestern US market via 300 mass-merchandising and retail channels and provided customer support
• Delivered sales presentations and negotiated with managers at regional, district, and local levels in an effort to increase participation in national programs and secure prime display opportunities; increased average number of displays in stores by nearly 50% in less than 6 months
• Leveraged specific brands for promotional tie-ins with corporate partners (e.g. Time Warner, NBA/NFL); created media promotion that increased sales of an underperforming brand by 25%
EDUCATION
1997 - 1999 MASTER OF BUSINESS ADMINISTRATION – Mays School of Business, Texas A&M University
1990 - 1994 BACHELOR OF SCIENCE IN COMMUNICATIONS - Texas A&M University
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