Experience

TOP STEP

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Sr. Business Consultant

  • Jun 2021 - Present

  Work with a team of experts helping professional services organizations improve business efficiency and productivity. As a former client of TopStep I know first-hand how uniquely special their services are. TopStep specializes in NetSuite OpenAir, a leading PSA software (an ORACLE company). The TopStep team is comprised of consultants who not only understand PSA technology but also the professional services business - like me, they have experience doing the job that our clients do, and using the tools they use. We understand that every business has a unique set of needs and goals and recognize the importance of understanding clients' specific needs and business models before applying technology. This approach ensures that clients get the most from their investment and will be delighted with the benefits PSA technology can provide. We provide advisory, implementation, implementation and virtual administration services to over 300 PS organizations worldwide. TopStep strives to empower and educate each and every customer we work with both during an engagement as well as on-going through tips, webinars, much of which can be found on our website. To learn more visit topstepllc.com. Show less



Meet Us Anywhere!

• Travel Arrangements

• Retired

  • Oct 2019 - Present

  In October of 2019 my wife and I sold most of our worldly belongings and embarked on a tour of Europe. We managed to visit 7 countries before we were forced to return in March 2020 in the face of the pandemic. Since then we have traveled across the US visiting National Parks and more. We chronicle our adventures in a travel blog at https://meetusanywhere.com. In October of 2019 my wife and I sold most of our worldly belongings and embarked on a tour of Europe. We managed to visit 7 countries before we were forced to return in March 2020 in the face of the pandemic. Since then we have traveled across the US visiting National Parks and more. We chronicle our adventures in a travel blog at https://meetusanywhere.com.

• Sr. Business Consultant

  • Apr 2018 - Sep 2019

  Worked with team of experts helping professional services organizations improve business efficiency and productivity. As a former client of TOP Step I knew first-hand how uniquely special their services are. TOP Step specializes in NetSuite OpenAir, a leading PSA software (an ORACLE company). Their team is comprised of consultants who not only understand PSA technology but also the professional services business - like me, they have experience doing the job that our clients do, and using the tools they use. They understand that every business has a unique set of needs and goals and recognize the importance of understanding clients' specific needs and business models before applying technology. This approach ensures their clients get the most from their investment and will be delighted with the benefits PSA technology can provide. They have provided advisory, implementation, implementation and virtual administration services to over 300 PS organizations worldwide. TOP Step strives to empower and educate each and every customer they work with both during an engagement as well as on-going through tips, webinars, much of which can be found on their website. To learn more visit topstepconsulting.com. Show less



Hobbs | Madison, Inc.

• SVP, Head of Operations

  • Jun 2017 - Feb 2018

  Managed Finance & Accounting, Human Resources & Recruiting, and other administrative functions to improve the operational maturity of this financial services technology consulting firm. • Finance & Accounting: Oversaw the firm’s first-ever financial audit, updated chart of accounts, and moved books from cash-basis to accrual accounting; implemented robust financial analysis processes to provide historical and ongoing performance metrics, client and project profitability reporting, monthly revenue forecasting, and budget vs actual analysis. • Human Resources & Recruiting: Published a new employee handbook and implemented SharePoint-based virtual “bulletin board” to bring firm into compliance with federal and local labor laws; substantially streamlined employee on-boarding procedures using DocuSign; negotiated a new, cost-saving (5%) health plan and managed open enrollment; revised several HR policies and vital document templates; managed 2 full-time recruiters and updated recruiting procedures and tools. • Administration: Successfully managed the implementation of a new responsive-design website that had been stalled for more than a year; researched and negotiated new business insurance coverage saving close to 25% in premiums; implemented a SharePoint-based library of key documents, including all client contracts, employee biographies, and a comprehensive employee skills inventory – this library included meta-data capture enabling flexible key-word filtering. Show less



Collaborative Consulting, now a part of CGI

• Vice President of Operations

  • Mar 2010 - Jan 2017

  As a member of the Senior Management Team, strategized and managed the firm’s processes, procedures, and enterprise information systems to ensure improved operational maturity to support rapid growth strategies. • Designed and managed constant improvement of operational procedures and supporting information system tools for resource management, service pricing, sales forecasting, revenue recognition, etc. built on an integrated environment of NetSuite OpenAir, Salesforce.com, and NetSuite Financials.• Designed and managed the development of a comprehensive Business Intelligence solution (executive dashboards, scorecards, and management reports) built on the Microsoft PowerBI suite.• Member of coordinating committee for the development of comprehensive 5-year strategic plans and annual business plans.• Managed the development of complex bottom-up annual budgets and quarterly forecasts using Adaptive Planning.• Most recently played a pivotal role in the due diligence activities that resulted in a very successful acquisition of Collaborative by CGI. Show less

• Senior Director

  • Apr 2003 - Mar 2010

  Managed up to 175 consultants in a variety of technical & non-technical disciplines • Responsible for all staff deployments, hiring / firing, performance evaluation, salary administration, professional development & training, administration of the Professional Services Administration System (OpenAir), and weekly P&L forecasting.• Successfully introduced a number of organizational innovations: Client Service Management Team, Competency Areas, consultant title and promotion structure, incentive compensation plans. Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Program Manager (consultant)

  • 2003 - 2006

  Managed a number of high-profile, $1M+ projects involving the enhancement and modification of customer-facing retirement and health insurance benefit web sites. Managed a number of high-profile, $1M+ projects involving the enhancement and modification of customer-facing retirement and health insurance benefit web sites.



Excelergy

• United States
• Software Development
• 1 - 100 Employee

• Senior Director, Client Services; Director, Solutions Engineering; Director, Product Development

  • Jan 1999 - Apr 2003

  Directed product implementations, customer support, and account management. In the first quarter in this role, personally succeeded in closing over $750,000 in add-on consulting services to clients within the account management portfolio. Led the firm’s largest ever contract to implement software for the Italian Energy Exchange • Managed a team of up to 15 Excelergy personnel and managed partnership with Italian consultancy • Successfully met all 3 contractually-required project milestones within schedule and budget. • Closed a number of substantial change orders implemented according to equally aggressive schedules. As Director, Solutions Engineering, managed the design of client solutions and related statements of work. Received "Sales Leadership Club" award for outstanding contribution to sales for the year. As Director, Product Development, managed all development for flagship energy billing and customer care product. Managed the successful and on-time delivery of six major product releases, and several service releases. As Lead Solution Architect, gathered client & prospect requirements and designed product configuration solutions. Played a significant role in securing first major contract with a large regulated gas utility that served as an important qualification leading to subsequent sales. Show less



Strategic Energy

• United Kingdom
• 1 - 100 Employee

• Consultant

  • 2001 - 2003

  Led the deployment and customization of the Excelergy Revenue Manager software for this innovative and successful Energy Management and Marketing company. Led the deployment and customization of the Excelergy Revenue Manager software for this innovative and successful Energy Management and Marketing company.



Bayer Diagnostics

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Manager of Information Systems

  • Nov 1996 - Dec 1998

  Managed a combined annual operating budget of over $5 million and over 30 IS professionals in business application development & support; server technical support, and database administration. • Responsible for major business applications, including Integrated Manufacturing, Sales Order Management, Sales Reporting, Data Warehousing, Manufacturing Execution Systems, Sales Force Automation, HR Systems, Research Library Website, Service Call Management, Systems & Network Management, and more. • Involved in departmental business process redesign, service level management, "balanced scorecard" design, process management methodologies, and other process Show less



Chiron Diagnostics

• United States
• Appliances, Electrical, and Electronics Manufacturing

• Manager of Information Systems

  • Nov 1996 - Dec 1998

  Chiron was acquired by Bayer in 1998 Chiron was acquired by Bayer in 1998



Coopers & Lybrand Consulting

• Business Consulting and Services
• 1 - 100 Employee

• Practice Director

  • 1983 - 1996

  As Practice Director, had full P&L responsibility for a $10M business unit with over 125 information technology consultants. Achieved a compound annual growth rate in revenues of better than 36%, and in profits of better than 62%. As Systems Manager, managed over 50 consultants from a human resources as well as a client satisfaction point of view. Responsible for recruiting & hiring, performance evaluation & salary administration, selection of assignments, professional development, client satisfaction & quality review. As a Consultant, provided direct client service in project management, business analysis, and programming for clients in utility, high-tech & consumer products manufacturing, P&C insurance industries. Consistently retained by clients long-term – twice in excess of three years. Show less



KeySpan

• Utilities
• 100 - 200 Employee

• Project Leader (consultant)

  • 1987 - 1990

  Led a number of information systems development efforts while a consultant with Coopers & Lybrand. Led a number of information systems development efforts while a consultant with Coopers & Lybrand.



Boston Gas Company

• Project Leader (Consultant)

  • 1987 - 1990

  Led a number of information systems development efforts while a consultant with Coopers & Lybrand. Led a number of information systems development efforts while a consultant with Coopers & Lybrand.



GTE Government Systems

• Defense and Space Manufacturing
• 1 - 100 Employee

• Project Leader (consultant)

  • 1984 - 1987

  Led a series of information systems development projects as a consultant while with Computer Assistance (which later became Coopers & Lybrand) Led a series of information systems development projects as a consultant while with Computer Assistance (which later became Coopers & Lybrand)



Hasbro

• United States
• Manufacturing
• 700 & Above Employee

• Programmer / Analyst

  • 1983 - 1984

  Developed information systems for Parker Brothers (prior to their acquisition by Hasbro) as a consultant for Computer Assistance (which later became Coopers & Lybrand) Developed information systems for Parker Brothers (prior to their acquisition by Hasbro) as a consultant for Computer Assistance (which later became Coopers & Lybrand)



Stone & Webster

• United States
• Oil and Gas
• 1 - 100 Employee

• Programmer / Analyst

  • 1982 - 1983

  Construction and Document Management systems Construction and Document Management systems



American Mutual Insurance Company

• Insurance
• 1 - 100 Employee

• Programmer / Analyst

  • 1981 - 1982

  Claim data systems Claim data systems