Career History

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SUMMARY

Strategic-minded business operations leader with 10 years of experience enhancing systems, tools, and processes across diverse global organizations.  Passionate about analytics and creating compelling data-driven stories that influence executives.  Proven track record of managing cross-functional teams to develop operating plans, performance management systems, and change management solutions that support fast paced change

PROFESSIONAL EXPERIENCE
Korn/Ferry International – Los Angeles, CA June 2004 to January 2013 

The largest publicly traded executive search firm in the world with more than 80 offices and 3,000 employees globally, Korn/Ferry assists organizations in attracting, engaging, developing, and retaining their people.  Korn/Ferry has diversified it offering is the premier talent management consultant for the Fortune 500

Senior Director of Operations – July 2011 to January 2013

   Strategic Planning & Performance Management

  • Developed the first set of globally adhered Key Performance Indicators (KPIs) that aligned performance and compensation to the company’s strategic initiatives.  Created a framework for shifting bonus compensation from aligning solely to business generation to a 30% component based on achieving strategic goals
  • Implemented quarterly KPI reviews with regional presidents and industry vertical leadership to discuss current performance and develop new go-to-market initiatives, service line diversification training programs, and communication plans to achieve annual objectives.   Drafted materials for quarterly board meetings to summarize performance and change management solutions
  • Collaborated with functional teams to design, test, and deliver a proprietary performance management system to 3,000 global employees.  Led process and interface design projects that increased global on-time completion from 70% to 98%.  Subsequently represented the executive search practice for process design and configuration of SuccessFactors for performance management
  • Built the North America Annual Operating Plan and acted as the liaison between all regional presidents and vertical market leaders to develop cohesive goals for sales, profitability, recruiting, and other strategic targets 

   Project Management

  • Restructured the firm’s client satisfaction program by partnering with a new call center and designing a simplified survey utilizing the Net Promoter Score framework for improved industry benchmarking.  Implemented an international call scheduling system, improved data collaboration techniques, and moved reporting in-house.  Improved survey completion rates from 30% to 55% while reducing cost by $400K annually
  • Led workforce planning efforts for the reorganization of 100 research and knowledge management employees.  Redefined role descriptions and reporting relationships to created a more leveraged resource deployment model.  Implemented time sheets using SAP and work request forms utilizing SharePoint to better understand utilization to deploy resources in a shared service environment.
  • Managed Business Intelligence vendor selection process with MicroStrategy, BusinessObjects, and Qlikview.  Created dynamic proof of concepts and presented to executive leadership to gain sponsorship for a $2.2 million dollar project implementation

   Business Intelligence

  • Managed a team responsible for designing and automating executive KPI dashboards, employee performance reports, and a variety of data visualizations using Microsoft BI tools and built custom reports using SQL Reporting Services
  • Analyzed client survey data to create Client Excellence initiatives and regularly presented findings at global operating committee meetings.  Established client satisfaction awards, on-demand training programs, and resource deployment that helped the Net Promoter Score move from 37% to 56% over 3 years 

   Leadership

  • Rated as a top 15% performer in the company for eight consecutive years
  • Oversaw the North America operations team that was responsible for global revenue reporting, employee performance analytics, budgeting and planning, and business intelligence.  Reported directly to the COO of North America
  • Co-led team of 40 onshore and 60 offshore employees responsible for pre-sales research and knowledge management

Director, Operations and Financial Planning – July 2009 to June 2011

  • Created policies and taxonomies to best capture master data on clients and engagements to enable trusted reporting and analytics from SAP
  • Supervised IT developers on enhancements to the firm’s custom-built SQL data warehouse and applicant tracking system
  • Key team member in building the firms first global CRM system combining 24 databases to track inter-regional opportunities and BD activities
  • Outsourced reporting, data entry and clean-up processes to a team in India and reviewed work processes for potential efficiency gains

Manager, Financial Planning and Analysis – July 2007 to June 2009

  • Hosted conference calls with regional managing directors to communicate office sales, profitability, and KPI targets
  • Consolidated data from existing financial reporting systems to automate reporting, implement new reporting systems and develop analytical tools
  • Built dynamic budgeting models for earnings, recruiting, and employee utilization using multiple revenue scenarios
  • Determined techniques and tools to best organize and clarify information from a variety of data sources
  • Collaborated with global executive leadership to create monthly deliverables, dashboards, and customized reports
  • Assisted partners with RFP responses and developed an intranet page with company financial and other frequently asked questions enabling consistent and more expedient response times
  • Developed a list and system of tracking over 2,000 potential M&A targets in SharePoint and provided initial screening and analysis for the SVP of Corporate Development

Senior Analyst, Employee Performance – July 2004 to June 2007

  • Created monthly management reports to track billings, employee utilization, and expense productivity for annual bonus calculations
  • Customized SAP fields and usage policies to capture consistent information on engagements, clients, and employee activity
  • Automated employee activity reports that created new employee contribution and compliance metrics for recruiters and researchers
CauseForce  – Los Angeles, CA June 2003 to June 2004

CauseForce raises more than $100MM per year for cancer research hospitals and foundations across the US, Canada, and Australia.  With ten offices and more than 250 employees, CauseForce executes mega-fundraising initiatives which fund life-saving research and cancer treatment

Financial Analyst

  • Prepared daily new business reports and created sales projection models using sales leads, ad campaigns, and historical trends
  • Developed performance tracking systems for call center employees to develop first metrics for conversion and retention
  • Analyzed call center inbound and outbound volume information to optimize employee scheduling for 30 full time employees
  • Consulted the marketing team on the ROI of radio, television, search engine and point-of-sale advertising campaigns
Caspian Capital Management – New York, NY Summer of 2001 & 2002

A fixed income hedge fund with $2 billion under management, Caspian Capital invested in a variety of derivatives to create low risk exposure to institutional investors using market neutral positions in the mortgage backed security, treasury, and currency markets

Associate

  • Monitored fixed income positions and updated complex financial models in Excel at market close
  • Provided fund performance metrics to managing partners for bi-weekly investor newsletters
  • Researched pre-release economic data expectations and the activities of the federal reserve and reported findings to managing partners
  • Used Bloomberg and Telerate to find and confirm spot rates for a variety of derivatives
EDUCATION

University of Arizona, Bachelor of Arts in Economics, Minor in Business Ethics, Fall of 2003

SOFTWARE & PRODUCTS

Expert Excel, PowerPoint, Access, SharePoint, ProClarity, SAP ERP, SuccessFactors, MicroStrategy, QlikView, SAP BusinessObjects, Adobe Photoshop

 

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