GenAI Workflow Optimization
Global Information & Analytics Firm / Energy & Commodities
Managed GenAI-enabled reengineering for Global Energy firm's content creation function, delivering research of future workflow, capabilities, and upskilling, achieving $25MM/annual run-rate cost savings.
$30M revenue uplift (year 5) • $25M annual run-rate cost savings
Merger Synergy PMO Leadership
US Radio Broadcasting Company / Multi-Platform Audio
Directed PMO for $1.5B merger integration of a Multi-Platform Audio firm, achieving $170M savings and 32% workforce cut. Program managed digital transformation and streaming launch, doubling industry growth.
$170M in synergies captured • 32% workforce reduction
Pre-Revenue Fintech Scaling
Emerging Environmental Exchange Platform / Fintech
Acted as Operating Partner for emerging $2B valuation Market Data business, to scale sales and marketing operations, API and distributed ledger-based platforms, CX, and monetization of Carbon and Renewable Energy-based market data products in advance of liquidity event.
$500K ACV year 1 → $121M contribution margin (year 5 projection)
Cross-Division Integration
Energy Transition Firm / Sustainability
Provided SteerCo advisory for $100M cross-divisional integration, to boost revenue via new Commercial operating model and org structure, pricing/product packaging, retention model, rev/expense share, legal contracting, marketing/sales enablement, and efficient O2C.
Adapted new commercial structure to drive revenue growth and implement delivery and platform strategy for seamless CX
Cost Restructure Advisory
Global Language Education Company / Education & Language Services
Advised CFO and Chief Transformation Officer of $1.1B Learning Services company in a carve-out/integration program, spanning transitioned shared services (OTC, Tech, Finance, HR, Real Estate).
Profitable turnaround achieved, enabling future expansion
Operational and Contract Management Effectiveness
Global Consumer Marketing Firm / Market Research
$1B firm's enterprise-wide reinvention of GTM and CX with launch of 7 interdependent work streams across 90 markets for contract simplification, CLM institution, central intake, KPIs, and envisioned centralized standard approach.
Reduced speed to client contracting, standardized global T&Cs, integrated CLM globally
Finance Process Excellence
Global Business News Firm / Financial Media
Collaborated with CFO of $2.1B Business News firm to improve FP&A and automate processes, achieving $120M savings in two years. Supported M&A team to expand digital businesses, reduce print reliance, and significantly increase revenue streams.
$120M in savings over two years
Regulatory Compliance Playbook
Commodity Insights Business / Information Services
Designed and operationalized playbook for regulated $800M Commodity Insights business spanning operational load reduction, Business Controls & Quality function institution, tech-enabled price assessment, and EU market quality, meeting FCA and IOSCO standards.
Regulatory compliance and Risk/Control organization build-out
FDA Commercialization Readiness
Biotech and Specialty Pharmaceuticals / Life Sciences
Collaborated with CFO/CAO to ready 5+Specialty Biopharma firms for FDA-compliant commercialization including supply chain, revenue recognition, technology, and operational scale.
Commercial readiness and efficient O2C process infrastructure

