Portfolio Highlights

Worked with the leadership team to improve accountability structure and governance for enterprise transformation in the rapidly evolving energy industry. Established frameworks that enhanced strategic decisions while ensuring effective governance. By collaborating with stakeholders, developed tools to navigate the complexities of this dynamic landscape, fostering resilience and agility as the organization adapts to new opportunities and challenges.

Led a private-equity backed, global 2000 manufacturer through a complex enterprise transformation project to consolidate and integrate the North American administrative operations following a recent acquisition. The key objectives are to reduce costs, adopt industry best practices, eliminate operational redundancy, and achieve a 30% reduction in the overhead budget.  Streamlined processes and created a shared-services model enhanced efficiency and improved overall performance across its North American operations. This initiative fostered a more agile and cost-effective administrative framework and positioned the company for new markets and IPO.

Oversaw improvement of enterprise risk management (ERM) function and practices.  Enhanced business operations by improving audit processes and managing supplier, workforce, and technology risks. Created a more efficient operating cadence while reducing administrative costs, ensuring smoother and safer operations.

During financial instability, the executive committee demands strategic collaboration across stakeholders. Working with the CEO,  created a turnaround plan focused on adopting transformational leadership and operational  excellence. Addressed immediate challenges and fostered a culture of accountability for sustainable growth.  Organization emerged stronger and more agile.

In collaboration with the Chief People Officer (CPO), developed comprehensive succession plans tailored for multiple institutions and large organizations navigating significant changes or mergers. Facilitated the planning, evaluation, and selection processes for boards, executive leadership teams (ELT), and CEOs, ensuring a smooth transition and alignment with strategic goals. Implemented industry best practices, empowering companies to identify and nurture top talent, ultimately enhancing leadership continuity and organizational resilience during times of transformation.

Partnered with AI technology vendors to deliver tailored solutions for energy and engineering firms modernizing order-to-cash functions to address business growth.  Implemented tools that reduced transaction times and enhanced customer service. Trained teams to effectively use AI and new technologies, paving the way for a more efficient future.