Versatile and Deeply Experienced

I am a consultant and executive with 28 years of experience in driving success within cross-functional project teams for a wide variety of clients and initiatives such as: business intelligence implementations, strategy formulation, enterprise architecture tool and method implementations, business architecture development, performance and process improvement, internal communications design and collaboration, CIS, ERP, EAM, and transactional line-of-business assessments and implementations, organizational effectiveness, quantitative financial and economic analytics and simulations, and business case/project valuations. I bring to my engagements an exceptional ability to bridge communication gaps between functional areas, delivering insightful perspective that ranges from the executive level down to detailed analysis and implementation. A veteran of Bank of America Global Information Security, CSC, NRG, and Wells Fargo Securities.

PRINCIPAL January 2014 – present
inLightinment LLC
Charlotte, NC

inLightinment LLC provides holistic strategy, business design, and performance improvement consulting services to a range of organizations, from large corporations to startup ventures. Engagements span the domains of Strategy evaluation and formulation, Business Architecture and Process Design/Re-design, and full-spectrum Performance Analytics and Business Intelligence design. Approach is data-driven and experience-guided, achieving superior results through the combination of systems thinking, proven business design techniques, sophisticated analysis methods, and a synthesis of best approaches from Fortune 500 and entrepreneurial ventures, all aimed at achieving alignment and harmony between strategy, operations, and analytics/intelligence feedback mechanisms.

SENIOR BUSINESS ARCHITECT January 2014 – present
The Forward Curve LLC Tallahassee, FL

Senior consultant to organizations in the Utilities and Energy Efficiency space. Focus is on the rapid improvement of capabilities in mature organizations, with special attention to process effectiveness and efficiency and the development of superior analytics capabilities to make the most of multi-million dollar organizational budgets. Systems I have designed are in use in many of the best-known utilities in the Northeast, in California, and in the Midwest. In my various roles in multiple projects, I have performed capability assessments, developed capability roadmaps, consulted on organizational direction, market strategy and demand sizing, published process improvement maps, executed and analyzed surveys involving tens of thousands of customers, and designed business intelligence dashboards, reports, and underlying data structures with information superiority as the goal.
Computer Sciences Corp. (CSC) Falls Church, VA

Provided strategy consulting and business architecture services to energy and utilities companies, covering such topics as business transformation, software development, requirements analysis, analytics and business intelligence, and general management. Served as internal consultant in the areas of business case and economic analysis, offering design and marketing, and general internal consulting to the organization as a whole.

CHIEF FINANCIAL OFFICER October 2005 – May 2008
Catalyst Energy LLC Atlanta, GA

Duties included oversight and administration of all finance and accounting (including fundraising, financial reporting, investor relations, capital structure design, and treasury management), legal structure, performance measurement and business intelligence, and performance management (process improvement and project management) for the firm.

NRG Energy Atlanta, GA

Formerly Mirant Corp. Broad duties included financial and tax analytics for large M&A transactions, evaluating new projects and targets, assessing and recommending corporate and competitive strategy for top management, building statistical simulations, assessing organizational design alternatives, and building performance management systems.

Wells Fargo Securities Atlanta, GA

Provided financial consulting and management expertise to subsidiaries of European corporate clients across a range of industries. Services included traditional banking products and investment banking underwriting capabilities.

Education, Training, and Certifications

  • Global MBA (Masters in International Business Studies), University of South Carolina (3.85 GPA)
  • Bachelor of Arts in Political Science, University of South Carolina Honors College (Honors Graduate)
  • Six Sigma Black Belt
  • BPMN 2.0
  • UML 2.0
  • Various CSC Catalyst methodology certifications, including:
    • Business and Application Architecture
    • Product Offering Lifecycle Management
    • Strategy and Vision
    • Business Intelligence

Sample Assignments

Some illustrative engagements that highlight my past and ongoing work.

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Skills and Capabilities

A detailed list of the skills and tools I use in my engagements.

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