Description

Ex-BCG strategy consultant and Fortune 500 VP helping PE-backed and growth-stage companies drive measurable impact through market entry, post-merger integration, AI transformation, and finance optimization. I bridge high-level strategy with hands-on execution—leading initiatives in HRIS/payroll integration, FP&A buildouts, and operational redesign across sectors including financial services, healthcare, energy, SaaS, and industrials. Available for interim leadership, project-based consulting, or rapid deployment roles globally.

Languages

English
Native or bilingual
Portuguese
Native or bilingual
Spanish
Native or bilingual

Workplace preferences

Can work on-site

Newport (England) (up to 50km)

FIRM
Independent Consultant
January 2023 - Today (3 years and 5 months)
• AI-Enabled Deal Sourcing & Diligence (PE Firm, North America): Designed and implemented generative AI agents to support investment screening, memo drafting, and sector mapping. Reduced diligence time 45%, doubled memo throughput, and drove 80%+ team adoption.
• HRIS & Payroll Integration (Sweden, Healthcare SaaS): Successfully integrated Sweden operations into global Workday/Payroll stack post-acquisition. Aligned local contracts and data standards while preserving tax/legal compliance. Achieved 100% continuity on go-live.
• Airport Terminal Pricing & Contract Execution (US): Negotiated MAG, gate usage, and passenger fee terms with 5 carriers. Closed all deals within 6 weeks and delivered 7–10% uplift over modeled MAGs. Created scalable templates for future rounds.
• Tax Ops Redesign (PE Fund Platform): Conducted full diagnostic of tax workflows, fund accounting handoffs, and K-1 processing. Reduced issuance lag by 3+ weeks and built a repeatable operating model across fund vehicles.
• Interim CFO (Energy Services, PE-Backed): Stepped in post-founder exit to stabilize finance operations. Built FP&A from scratch, implemented board-level reporting, and mentored VP Finance during permanent hire transition.
• ERP & Finance Transformation (SaaS, Multi-country): Managed migration from legacy platforms to NetSuite + payroll/HR automation across US, AU, and EU. Reduced manual billing errors 40%, shortened payroll cycle time, and improved audit readiness.
Northern Trust Corporation
Vice President, Treasury & Strategy
November 2021 - July 2023 (1 year and 8 months)
• Introduced AI-driven liquidity forecasting tools; improved cash visibility and cut cost of carry
• Led enterprise risk framework overhaul; achieved 20% reduction in risk exposure
• Ran strategic FP&A initiatives that lifted division profitability by 25%
Boston Consulting Group (BCG)
Strategy Consultant
January 2019 - November 2021 (2 years and 10 months)
• Financial Services: Crafted market entry strategy for global bank expanding into Southeast Asia. Delivered 25% market share gain in 12 months by targeting high-yield verticals.
• Energy: Led digital asset optimization strategy using predictive analytics; achieved 15% cost savings.
• Healthcare: Orchestrated a care redesign strategy for a regional hospital network. Increased throughput by 30%, cut costs by 20%, and enabled transition to value-based care.