
President and CEO, Armada Consulting
Tulsa, Oklahoma Area

President and CEO, Armada Consulting
Tulsa, Oklahoma Area
Energetic and dynamic professional with over 15 years experience in finance, technology, and business performance management. operating primarily in the telecommunications and financial service industries. Experienced in cost and profitability modeling, detailed financial analysis, business process re-engineering, project management, and systems development applied in areas of practice including: strategic cost management, customer profitability, shared services recovery, customer financial management, financial systems, and data warehousing. A results-oriented analytical professional, who values a challenge, has a reputation for overcoming problems, is persistent and brings undertakings to closure.
Strategic Cost Management, Enterprise Solutions, Project Risk Management
(Privately Held; 11-50 employees; Management Consulting industry)
February 2002 — Present (6 years 11 months)
President, CEO
> Lead a successful management consulting practice focusing on Business Performance Management, supporting Fortune 100 clients with Strategic Planning, Financial Modeling, Business Intelligence, and Organizational development initiatives.
(Partnership; 10,001 or more employees; KPMG; Accounting industry)
September 1999 — February 2002 (2 years 6 months)
Manager, Enterprise Solutions
> Managed various consulting engagements primarily related to performance management solutions for service industry institutions
> Worked with strategic partner alliances in development of enterprise business intelligence solutions for financial services market
> Clients included: AT&T, Wells Fargo, Dupont, USAA
(Privately Held; 51-200 employees; Information Services industry)
February 1999 — September 1999 (8 months)
Technical Account Manager
> Responsible for assisting customers in activity-based costing solutions design and providing domain expertise for business development in financial services industry
> Provide ongoing relationship and consultative support for existing customers and their respective ABM implementations
(Public Company; 10,001 or more employees; Financial Services industry)
February 1998 — February 1999 (1 year 1 month)
Vice President Profitability Measurement
 Responsible for design, development and implementation of integrated customer profitability system, activity based cost accounting system, profitability reporting and customer information data warehouse
 Implemented methodologies and technologies for calculating account level customer profitability, including risk adjusted equity assignment, activity based costing, and loan loss allocations.
(Public Company; 10,001 or more employees; Information Services industry)
October 1996 — January 1998 (1 year 4 months)
Senior Business Systems Analyst
> Identify process improvement opportunities and implement necessary changes.
> Responsible for supporting the wholesale revenue systems including analysis, design, testing and development of system enhancements.
> Instructed IT management and employees in wholesale telecommunications and related production systems and procedures.
(Public Company; 10,001 or more employees; BOKF; Financial Services industry)
June 1993 — October 1996 (3 years 5 months)
Senior Profitability Analyst, Officer
> Responsible for development and management of corporate product profitability systems and activity based costing
> Provide profitability analysis, product and pricing recommendations to management
Accounting 1986 — 1992