Alan Witty, Finance Expert in Fort Collins, United States
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Alan Witty

Verified Expert  in Finance

Management Consulting Expert

Location
Fort Collins, United States
Toptal Member Since
June 20, 2022

Alan has 30 years of experience as a consultant, including leadership roles at KPMG & KPMG Consulting and EY. He has executive operational experience as the COO of a venture capital-funded company. Alan is skilled in project management with a record of delivering on time and on or under budget. He is also experienced in business planning, process improvement, curriculum design, IT security, and logical and physical architecture. Freelance work lets Alan focus on client needs and projects.

Career Highlights

COO
NetReliance
Senior Manager
Ernst & Young (EY)
Senior Manager
KPMG & KPMG Consulting

Education Highlights

Master of Business Administration (MBA)
George Washington University

Case Studies

Work Experience

Assistant Professor of Business

2005 - PRESENT
Colorado Technical University
  • Worked as an online adjunct instructor, teaching as part of the business administration undergraduate faculty.
  • Taught introduction to finance, project management, project risk management, international economics, international business, international business law, organizational behavior, business strategy, microeconomics, and macroeconomics.
  • Developed two school courses for CTU Online, including international business and international marketing.
  • Wrote three of the five modules for the adaptive learning portion of international business communications.
  • Rewrote assignments for the international economics class.
Focus areas: Business, Strategy, Business Strategy, Project Management, Organizational Change Management (OCM), Business Models, Presentations, Workshops, Business Analysis, Organizational Design, Objectives & Key Results (OKRs), Key Performance Indicators (KPIs)

Director

2001 - PRESENT
Independent Consultant
  • Refined the proposal process, reviewed company contracts, and assisted in resolving a complex legal and ownership dispute for a Microsoft solutions provider.
  • Wrote a business plan for a technology training company specializing in Oracle and Scrum training.
  • Developed a training program for the US Department of Defense cybersecurity maturity model.
  • Created a training program for analysts using a learning management system of my choosing for the Microsoft 365 security analysis software company.
  • Rewrote portions of a university-level business text for Penn Foster College, revising text, quizzes, and study materials, and added a new section on business strategy.
  • Examined technologies and companies that are potential acquisition targets for clients.
  • Reviewed professional services offerings and practices for technology companies seeking to improve and fine-tune these services.
Focus areas: Business Design, Business Planning, Training, Information Security, Education, Startups, Technology, Financial Modeling, Project Management, Management Consulting, Business Plan Consulting, Business Models, Presentations, Executive Presentations, Strategic Planning, Knowledge Management, Workshops, IT Security, Cybersecurity, Process Mapping, Business Analysis, Use Case Analysis, Design Requirements, Use-case Diagram, Workflow Diagrams, Market Research, Competitive Analysis, Marketing Strategy, Pricing Strategy, Sales, Sales & Marketing, Go-to-market Plans, Strategic Planning & Execution, Organization Assessment, Strategy, Business Services, Business Model Strategy, Business Modeling, Early-stage Startups, Market Research Analyst, PowerPoint Design, Client Presentations, Fintech, Business Proposals, Objectives & Key Results (OKRs), Key Performance Indicators (KPIs)

CEO

2016 - 2021
JustStuck
  • Founded JustStuck, an information marketplace and video connection app and service.
  • Developed logical and functional specifications of all aspects of the app.
  • Directed and managed the application and website development.
  • Led efforts to raise capital, including revising the business plan, developing the company investor pitch deck, and meeting investors and venture capitalists.
Focus areas: Marketplace Platforms, Go-to-market Strategy, Business Strategy, Startups, Product-market Fit, Partnerships, Pricing, Brand Strategy, Branding, Technology, Growth Strategy, Value Proposition, Market Sizing, Financial Modeling, Amazon Web Services (AWS), IT Operations Management (ITOM), Business Plan Consulting, Business Models, Business Operations, Presentations, Executive Presentations, Strategic Planning, Product Development, Process Mapping, Business Analysis, Use Case Analysis, Design Requirements, Workflow Diagrams, CEO, Market Research, Competitive Analysis, Marketing Strategy, Pricing Strategy, Sales & Marketing, Go-to-market Plans, Strategic Planning & Execution, Strategy, Fundraising, Business Model Strategy, Business Modeling, Pitch Decks, Early-stage Startups, Market Research Analyst, PowerPoint Design, Client Presentations, Business Proposals

CEO

2009 - 2015
KShare Inc.
  • Founded an educational technology company focused on developing an online classroom and knowledge marketplace.
  • Led all aspects of the company operations and developed the technical and functional architecture.
  • Won a Department of Energy grant, in cooperation with Colorado State Ventures, to be used for evaluating first responders' educational needs concerning emergencies with electric and hybrid vehicles.
Focus areas: Educational Platform Design, Go-to-market Strategy, Business Partnerships, Business Strategy, Startups, Product-market Fit, Partnerships, Pricing, Brand Strategy, Branding, Technology, Growth Strategy, Value Proposition, Market Sizing, Financial Modeling, IT Operations Management (ITOM), Business Plan Consulting, Business Models, COO, Staffing, Business Operations, Presentations, Executive Presentations, Strategic Planning, Product Development, Process Mapping, Business Analysis, Use Case Analysis, Design Requirements, Workflow Diagrams, CEO, Market Research, Competitive Analysis, Marketing Strategy, Pricing Strategy, Sales & Marketing, Go-to-market Plans, Strategic Planning & Execution, Strategy, Fundraising, Business Model Strategy, Business Modeling, Pitch Decks, Early-stage Startups, Market Research Analyst, PowerPoint Design, Client Presentations, Business Proposals

President and CEO

2001 - 2003
Linden's Brewing Company
  • Led the purchase of one of the premier brewery/restaurant/music venues in Northern Colorado. Wrote the new go-to-market business plan and arranged all of the financings for the purchase of Linden's Brewing Company.
  • Managed a team and staff of 40 personnel. Led the process of rebranding the company's flagship beers. Worked with personnel to change the musical acts performed to address a younger and more diverse audience.
  • Improved performance of the business by reducing labor overhead in the front of the house and the kitchen. Kitchen labor costs were taken down from 21% to 17%.
  • Arranged contract brewing of the company's flagship beers. Negotiated with distributors and local stores to build off-premise beer sales.
Focus areas: Senior Executive Management, Business Model Strategy, Business Modeling, Pitch Decks, Food & Beverage, Early-stage Startups, PowerPoint Design, Business Proposals

COO

2000 - 2001
NetReliance
  • Managed the buildout of the corporate offices and analysis of corporate real estate projects, including the data center development.
  • Designed and managed the delivery of corporate information systems.
  • Acted as interim director of product marketing and supervised the professional services group.
  • Oversaw the analysis and development of the managed security service offering.
Focus areas: Management, IT Management, Marketing, Professional Services, Go-to-market Strategy, Business Partnerships, Business Strategy, Startups, Strategic Partnerships, Product-market Fit, Partnerships, Pricing, Brand Strategy, Branding, Technology, Growth Strategy, Value Proposition, Market Sizing, Financial Modeling, IT Operations Management (ITOM), Enterprise Software, Business Models, COO, Staffing, Business Operations, Chief Operations Officer (COO), Executive Presentations, Strategic Planning, Workshops, Product Development, Program Management, IT Security, Cybersecurity, Process Mapping, Financial Services, Business Analysis, Use Case Analysis, Design Requirements, Workflow Diagrams, Operations, Organizational Design, Market Research, Competitive Analysis, Marketing Strategy, Pricing Strategy, Sales & Marketing, Go-to-market Plans, Strategic Planning & Execution, Organization Assessment, Strategy, Workflow, Business Services, Fundraising, Business Model Strategy, Business Modeling, Pitch Decks, Early-stage Startups, Market Research Analyst, PowerPoint Design, Client Presentations, Business Proposals, Objectives & Key Results (OKRs), Key Performance Indicators (KPIs)

Senior Manager

1998 - 2000
Ernst & Young (EY)
  • Functioned as the group leader for the ESS/iSaaS strategy, architecture, and implementation team for eCommerce and information security in the Pacific Northwest.
  • Built the practice from five to 35 professionals in one year and raised revenue from $500,000 to $8 million with a high rate of profitability.
  • Achieved $5 million in sales and oversaw the project profitability, client management, billing, and collections.
Focus areas: Startup Consulting, Business Design, Strategy, Process Design, IT Security, Change Management, Go-to-market Strategy, Business Partnerships, Business Strategy, Startups, Strategic Partnerships, Product-market Fit, Partnerships, Brand Strategy, Technology, Value Proposition, Market Sizing, Financial Modeling, Project Management, Organizational Change Management (OCM), IT Operations Management (ITOM), Enterprise Software, Board Presentations, Business Plan Consulting, Business Models, Staffing, Presentations, Executive Presentations, Strategic Planning, Knowledge Management, Workshops, Product Development, Program Management, Cybersecurity, Process Mapping, Financial Services, Business Analysis, Use Case Analysis, Design Requirements, Use-case Diagram, Workflow Diagrams, Operations, Organizational Design, Market Research, Marketing Strategy, Sales, Sales & Marketing, Go-to-market Plans, Strategic Planning & Execution, Organization Assessment, Operational Workflow, Workflow, Business Services, Fundraising, Business Model Strategy, Business Modeling, Early-stage Startups, Market Research Analyst, PowerPoint Design, Client Presentations, Fintech, Business Proposals, Objectives & Key Results (OKRs), Key Performance Indicators (KPIs)

Senior Manager

1996 - 1998
KPMG & KPMG Consulting
  • Co-founded KPMG's information security practice and developed methodologies for delivering information security services.
  • Hired the team for the regional information security services.
  • Recruited and led the regional Lotus Notes team and developed national marketing materials as a western regional leadership team member for KPMG Consulting's eCommerce practice.
  • Led the development of the KPMG message around internet-based procurement systems and transformation.
  • Generated over $2 million in revenue, completing all projects on or under schedule and budget.
  • Wrote the firm's practice approach to security architecture and security awareness.
  • Started one of the first ethical hacking labs in the Big 4.
Focus areas: Consulting, Business Process Analysis, Change Management, Go-to-market Strategy, Business Partnerships, Business Strategy, Startups, Strategic Partnerships, Product-market Fit, Partnerships, Brand Strategy, Technology, Value Proposition, Market Sizing, Financial Modeling, Project Management, Organizational Change Management (OCM), IT Operations Management (ITOM), Management Consulting, Enterprise Software, Business Plan Consulting, Business Models, Staffing, Presentations, Executive Presentations, Strategic Planning, Knowledge Management, Workshops, Product Development, Program Management, IT Security, Cybersecurity, Process Mapping, Financial Services, Business Analysis, Use Case Analysis, Design Requirements, Use-case Diagram, Workflow Diagrams, Operations, Organizational Design, Marketing Strategy, Sales, Sales & Marketing, Go-to-market Plans, Strategic Planning & Execution, Organization Assessment, Strategy, Operational Workflow, Workflow, Business Services, Early-stage Startups, Market Research Analyst, PowerPoint Design, Client Presentations, Fintech, Business Proposals, Objectives & Key Results (OKRs), Key Performance Indicators (KPIs)

Managing Director

1993 - 1996
Productivity Partners
  • Designed a wide area network for Silicon Valley Bank and trained the system administrators.
  • Managed the request for proposal process for the bank and its data warehouse.
  • Supervised the implementation of IP addresses for all devices for Corning's national HQ.
  • Designed the X.500 directory in Novell for the Hayward Unified School District.
  • Designated as the national speaker on the use of collaborative technologies, such as Lotus Notes, to enhance organizational communications.
Focus areas: Business Design, Business Planning, Process Design, Networks, Training, RFP Management, Change Management, Startups, Strategic Partnerships, Partnerships, Technology, Value Proposition, Market Sizing, Financial Modeling, Project Management, Organizational Change Management (OCM), Management Consulting, Business Plan Consulting, Business Models, Business Operations, Presentations, Executive Presentations, Strategic Planning, Knowledge Management, Workshops, Process Mapping, Financial Services, Business Analysis, Use Case Analysis, Design Requirements, Use-case Diagram, Workflow Diagrams, Operations, Organizational Design, CEO, Market Research, Sales, Sales & Marketing, Go-to-market Plans, Operational Workflow, Workflow, Business Services, Early-stage Startups, Market Research Analyst, PowerPoint Design, Client Presentations, Business Proposals
1984 - 1988

Master of Business Administration (MBA) in International Business

George Washington University - Washington, DC, USA

1976 - 1980

Bachelor's Degree in International Studies

University of the Pacific - Stockton, California, USA

Finance

Risk Analysis, Market Research, Financial Regulations, Financial Modeling, Pricing, Pricing Strategy, Fundraising

Industry Expertise

Professional Services, Technology, Financial Services, Early-stage Startups, Banking & Finance, Sales & Marketing, Food & Beverage

Other

Consulting, Business Setup, IT Management, IT Services, Planning, IT Security, Process Design, Business Technology, Startup Consulting, Project Management, Strategy, Business Planning, Training, Management, Business, Educational Platform Design, Education, Facilitation, Corporate Planning, Business Partnerships, Business Strategy, Startups, Strategic Partnerships, Management Consulting, Business Plan Consulting, Business Models, Business Operations, Presentations, Executive Presentations, Strategic Planning, Workshops, Program Management, Cybersecurity, Process Mapping, Business Analysis, Use Case Analysis, Design Requirements, Use-case Diagram, Workflow Diagrams, Strategic Planning & Execution, Organization Assessment, Business Services, Business Model Strategy, Business Modeling, Market Research Analyst, Client Presentations, Business Proposals, Objectives & Key Results (OKRs), Key Performance Indicators (KPIs), Business Design, Regulatory Analysis, Regulatory Compliance, Instructional Design, Pitch Deck Consultant, Networks, RFP Management, Marketing, Marketplace Platforms, Information Security, Change Management, Branding, Corporate, Business Transformation, Go-to-market Strategy, Product-market Fit, Partnerships, Growth Strategy, Value Proposition, Organizational Change Management (OCM), IT Operations Management (ITOM), Enterprise Software, Board Presentations, COO, Staffing, Chief Operations Officer (COO), Knowledge Management, Product Development, Database Security, Operations, Organizational Design, CEO, Competitive Analysis, Marketing Strategy, Sales, Go-to-market Plans, Operational Workflow, Workflow, Pitch Decks, PowerPoint Design, Fintech, Business Process Analysis, Brand Strategy, Market Sizing, Amazon Web Services (AWS), Senior Executive Management

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