Led rapid implementation of data platform to support M&A strategy, drive multiple, and increase top line performance in a highly acquisitive HVAC portfolio company. Platform consolidates data from 5 current & legacy systems into sales and add-on revenue KPIs. Pipelines established in a template-based fashion to smoothly integrate future acquisitions.

Created and executed data strategy aligned with enterprise value creation plan, driving positive impacts to EBITDA, Employee Experience, Operational Efficiency, Risk Mitigation, and Sell-Side Valuation. Established aligned sponsor process & KPIs to inform implementation of data catalog, cloud data platform, pipelines, and visualizations.

Led technical implementation team of data platform consolidating data from 6 ERPs across quote to cash and procure to pay subject areas in a data warehouse & dashboards. Data platform enables dynamic pricing, improved customer experience, and repeatable ERP consolidation efforts.

Partnered with executive leadership team to identify technology strengths, limitations, and risks within the bank. Identified organizational restructuring opportunities to increase collaboration & efficiency between technology & functional teams.

Led strategic data platform implementation, identifying & implementing high-value KPIs across 8 legacy ERPs to increase operational efficiency, improve profitability management, & drive sell-side enterprise value. Platform leveraged successfully through M&A activity within hold period & led to successful exit.

Identified $10M of annual revenue opportunities through implementation of a predictive pricing algorithm leveraged within expedited freight bidding process.

Developed data strategy spanning funds and PortCos including scalable architecture, technology platforms, data models, and KPIs. Cohesive data strategy enabled value capture within and across PortCos, providing economies of scale across data investments.