
Partner at Glenbrook Partners
San Francisco Bay Area

Partner at Glenbrook Partners
San Francisco Bay Area
4 more...
My consulting practice focuses on the intersection of corporate finance, banking, and technology. I work with corporate clients to reduce costs and increase working capital through technology enhancements, electronic payment, increased ERP efficiency, and strategic implementation of treasury management solutions. In addition, I offer insight and direction to technology vendors and banks that enable transactions between businesses.
Representative projects:
Evaluated the receivables, collections, and revenue recognition process impacts of enabling credit card and ACH payment within SAP and facilitated the development of new processes and definition of new responsibilities and SLAs between functional groups for a Fortune 20 healthcare services company.
Designed and executed internal communication strategy for company-wide performance management program led by CFO of a $2.4 billion consumer packaged goods company.
Developed and implemented electronic payment system for nationwide direct store delivery network utilizing ACH and credit/debit card transactions ($5 million annual savings).
Automated application of complex retail remittances via EDI/EFT, image lockbox implementation, and client’s existing ERP system ($1.3 million annual savings).
Payments strategy, financial process improvement, RFPs, vendor selection & management, requirements definition.
Treasury management, electronic payment, B2B payments, online bill payment & presentment, STP, image lockbox, ERP systems, ecommerce, AR / AP process optimization.
Superior organization, business analysis, project management, technology, and communication skills. Proven leadership ability.
Experienced public speaker.