Philip is an experienced financial consultant with keen quantitative and analytical skills. At BellSouth Peru, he developed the first strategic plan with scorecard indicators and implemented the first instance of competitive fixed telephony. At The News Group, he set up a deal governance process, bringing together the sales and finance organizations to present and approve profitable deals while the company doubled in sales to $1 billion.
Partnered on a private BC startup focused on improving welfare of communities affected by resource-extraction companies.
Developed a business plan and sought prospective clients.
Developed a survey and index to quantify socioeconomic levels.
Developed financial evaluations of venture capital projects.
Provided economic analyses and investment advice regarding a significant Peruvian district.
Focus areas: Valuation, Financial Modeling, economic analysis, survey methodology, International Economic Development
Senior Financial Analyst
2008 - 2010
The News Group
Provided economic and financial advice to senior executives.
Developed a geographic analysis of business density and providing cash flow impacts of alternative methods of industrial organization.
Developed profit models of individual customer deals, assessed risks, and recommended pricing strategies to sales executives.
Developed detailed model for and guided Sales department through the annual detailed sales budgeting process.
Set up and managed a deal governance process bringing together the Sales and Finance organizations to present and approve profitable deals.
Provided pricing guidance to ensure profitable deals in scores of deals--especially in the airport sector--as the company doubled in size during 2009 (from $500M to $1B).
Focus areas: Pricing Analysis, Profitability Analysis, Valuation, Budgeting, Industry Analysis, Business Plan Development, Financial Planning & Analysis (FP&A), Financial Modeling, Economic Analysis
Manager of Strategic Planning
1997 - 2004
Bell South (now AT&T) - Peru and Panama
Advised executives in all strategic planning activities.
Created and obtained approval of investment grade business cases to enter into internet, long distance, and local telephony recently opened to competition.
Directed evaluation of new products and services.
Prepared a specific line of business strategies, using a McKinsey-based methodology, to decide whether to grow, develop, or divest for the following businesses: public telephony, Yellow Pages directory, cable TV production, paging, cable TV operation, local telephony, data transmission, internet, and long-distance telephony.
Developed the company’s first corporate strategic plan in Peru for its $130M and approximately 1,300 employees, which included quantitative scorecard tracking and developed pricing plans and performance benchmarking.
Led the project implementation team, who was first to introduce competitive local telephony in the country.
Coordinated a new business plan in Panama, which was instrumental in initiating cultural change across departments for the $130M, 500-employee company.
Focus areas: Financial Modeling, Strategic Planning, Business Plan Development, Valuation, Budgeting, Financial Planning & Analysis (FP&A), Mergers & Acquisitions
Chartered Financial Analyst (CFA) in Finance
1992 - 1994
The CFA Institute - Charlottesville, Virginiia
Master's degree in Economic Development and Planning, Econometrics
1976 - 1977
University of Ottawa - Ottawa Ontario
Bachelor of Social Sciences degree (Hons.) in Economics, Econometrics