Mount Prospect, Illinois, United States
I bridge the gap between complex data and high-stakes business growth. With a deep background in B2B pricing, I specialize in architecting the RFP/RFQ strategies that win enterprise contracts and protect long-term margins. Currently, I leverage AI to scale my strategic output—automating the "heavy lifting" of data applications to focus on market positioning, margin resilience, and executive-level decision-making. Core Focus: Strategic Pricing: Designing frameworks for B2B growth and profitability. RFP/RFQ Excellence: Competitive bid modeling and contract oversight. AI Scaling: Transforming data ecosystems into actionable business intelligence. Sector Expertise: Logistics, B2B Retail, and Healthcare/Biotech.
Optimized international pricing architecture and served as the primary liaison between business stakeholders and Technology Systems (BTS) to ensure global data integrity and scalable operations. Systems Optimization: Spearheaded root-cause analysis and troubleshooting to eliminate systemic defects and enhance global workflow efficiency. Strategic Governance: Led the verification and deployment of system enhancements, ensuring technical fixes aligned with commercial objectives. Revenue Assurance: Validated pricing accuracy across global data sources to prevent revenue leakage and ensure seamless data flow. Business Intelligence: Transformed complex validation reports into actionable insights for cross-functional leadership. Operational Resilience: Managed end-to-end pricing and reimbursement workflows to maintain uninterrupted international operations.
Directed the strategic oversight and operational management of a residential property portfolio, focusing on asset appreciation and high-efficiency operations. Asset Optimization: Managed full-cycle operations and capital improvements to maximize ROI and portfolio value. Operational Excellence: Streamlined tenant acquisition and vendor management, maintaining high occupancy and service standards. Strategic Compliance: Executed complex lease negotiations and ensured strict adherence to Illinois regulatory requirements. Financial Oversight: Managed P&L and budgeting, utilizing market analysis to drive informed investment decisions.
Direct financial planning and analysis (FP&A) for business units with combined revenues up to $750M. Focus on architecting automated financial frameworks that scale decision-making and optimize global cost management. Strategic Planning & Modeling: Design sophisticated financial models and predictive forecasts to drive executive-level decision-making and long-term business objectives. Process Automation & Efficiency: Spearhead the development of AI-augmented reporting tools and Excel dashboards, significantly increasing analytical speed and data accuracy. Performance Architecture: Monitor and optimize KPIs across brands and segments; identifying trends and implementing corrective actions to protect margins. Risk & Policy Governance: Lead cost analysis and establish global financial policies to mitigate risk and ensure high-integrity operational metrics. P&L & Budget Oversight: Manage complex month-end reconciliations and intercompany transactions, providing clear, actionable insights to senior leadership.
Led complex profitability modeling and renewal strategies for high-value accounts, providing financial oversight for new business acquisitions and contract extensions. Strategic Growth: Partnered with Sales and Field Operations to architect pricing for competitive quotes, ensuring alignment with long-term revenue goals. Profitability Optimization: Analyzed cost-to-serve and margin trends to deliver actionable recommendations that improved the financial health of prospective and current clients. Process Innovation: Challenged legacy methodologies by developing standardized analytic templates and sophisticated Excel models that increased reporting accuracy. Market Intelligence: Evaluated the impact of price adjustments across diverse channels, advocating for data-driven changes to maintain market competitiveness. Cross-Functional Influence: Translated complex statistical modeling into clear, impactful presentations for non-financial stakeholders to drive consensus on pricing outcomes.
Hand-selected as a core member of a newly established pricing department to architect the foundational systems, models, and methodologies for enterprise-level B2B strategy. Strategic Infrastructure: Designed and implemented the first-generation pricing models and ROI frameworks from the ground up to support new business and renewal cycles. Process Creation: Replaced non-existent systems with standardized analytic templates and sophisticated Excel logic, establishing the department's first "source of truth" for profitability. Cross-Functional Blueprinting: Partnered with Sales and Operations to define cost-assumption protocols and quotation workflows where no previous structure existed. Margin Governance: Established the baseline for cost-to-serve and margin trend analysis, delivering the first actionable financial recommendations for high-value client accounts. Change Leadership: Championed the adoption of data-driven pricing standards across the organization, educating non-financial stakeholders on new strategic benchmarks.