Selected Work

50+ engagements.
Measurable outcomes.

A selection of M&A analytics, finance transformation, and automation engagements delivered across four industry sectors. Details shared in confidence where applicable.

01
M&A Analytics Life Sciences

End-to-End Analytics for a Complex Cross-Border Pharmaceutical Acquisition

A global pharmaceutical company required rigorous Quality of Earnings and commercial due diligence support for a $1B+ cross-border acquisition. The engagement demanded rapid analytics buildout across multiple product lines, geographies, and revenue streams — under significant deal timeline pressure.

I led the analytics workstream end-to-end: designing the analytical framework, coordinating with financial advisors, and ensuring findings were structured to directly inform board-level decision-making.

Key Outcomes
$45M+
Earnings quality adjustments identified and validated during the diligence sprint
6-way
Product line analytics framework enabling segmented revenue and margin analysis
40%
Reduction in management review time through structured, risk-ranked findings delivery
Client identity confidential — details available upon engagement
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02
Finance Transformation TMT

Modernizing the Finance Function for a Top-5 US Telecom Provider

A major US telecommunications company engaged KPMG to modernize a finance function that had accumulated significant manual process debt — including an 18-day monthly close cycle and fragmented reporting that limited executive visibility into real-time performance.

I led the analytics and automation design workstream, working alongside the client's CFO office and technology teams to architect solutions that were practical, scalable, and built around the organization's actual operating model.

Key Outcomes
78%
Month-end close activities automated through intelligent workflow redesign
18→5
Reporting cycle compressed from 18 days to 5 without loss of accuracy or control
C-suite
Real-time FP&A dashboards deployed for executive decision-making across business units
Client identity confidential — details available upon engagement
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03
Analytics Automation Consumer & Retail

Scaling a Proof-of-Concept Analytics Platform to 300+ Users

A national consumer retail company had a promising analytics proof-of-concept that never made it to production. Manual data preparation consumed 70–80% of the analytics team's bandwidth, and the POC lacked the governance and architecture required to scale beyond a handful of users.

I led the architectural redesign and production buildout — focusing on data pipeline automation, user experience improvements, and the governance framework required to sustain the platform without ongoing external support.

Key Outcomes
5→300+
Platform scaled from 5 pilot users to 300+ active users in six months
90%
Reduction in manual data preparation time through automated ETL pipeline design
Same-day
Real-time inventory analytics enabling same-day operational decisions across 400+ stores
Client identity confidential — details available upon engagement
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More work available upon request

Due to the confidential nature of M&A and transformation engagements, full case study details are shared under NDA. I'm happy to walk through specific methodologies, frameworks, and outcomes in a direct conversation.

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How I Can Help

Ways to Engage

Whether you're navigating a transaction, transforming your finance function, or building analytics capabilities — here's how I typically structure engagements.

01

Advisory & Consulting

Strategic advisory on M&A analytics, finance transformation, and analytics strategy. I work with C-suite executives and senior leadership to design solutions that create lasting value — not just short-term deliverables.

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02

POC to Production

Taking analytics ideas from proof-of-concept to scalable, production-ready platforms. I bridge the gap between business vision and technical execution — with a disciplined focus on adoption and governance.

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03

Analytics Automation

End-to-end automation of reporting, forecasting, and data workflows. Turning manual, error-prone processes into reliable, auditable systems that free up your team for higher-value work.

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04

Team Enablement

Upskilling and mentoring analytics teams so organizations build genuine internal capability — not a perpetual reliance on external support that never transfers knowledge.

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05

M&A Due Diligence

Data-driven financial due diligence support for transactions. Identifying risks, opportunities, and synergies through rigorous analytical frameworks built to withstand deal-room scrutiny.

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06

Speaking & Workshops

Available for speaking engagements, panel discussions, and hands-on workshops on analytics strategy, M&A, and finance transformation — tailored to your audience and objectives.

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Have a complex challenge to work through?

I'm open to engagements where precision and outcomes actually matter. Let's talk about what you're trying to solve.

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