Vice President of Strategic Business Development and Head of New Products
2020 - PRESENT
World Finance
- Spearheaded the launch of new products business unit to establish a complete financial services product marketplace for over 1.2 million customers, driven by a field sales channel of 3,000 personnel across 1,160 locations.
- Conducted product-market fit, customer surveys, competitive intelligence, and other exercises to identify and prioritize product portfolio expansion.
- Identified, negotiated, and secured several key strategic partnerships to expand the company's product portfolio.
Focus areas: Business Development, Strategic Partnerships, New Business Development, Business Planning, Mergers & Acquisitions (M&A), Contract Negotiation, Go-to-market Plans, Go-to-market Strategy, Microsoft Excel, Microsoft PowerPoint, Business Strategy, Presentations, Executive Presentations, Strategic Planning, Growth Strategy, Product-market Fit, Pricing, Market Research, Financial Modeling, Pitch Decks, Revenue & Expense Projections, Competitor Analysis & Profiling, Market Sizing
Director of International Growth and Consumer North America
2016 - 2020
Blackbaud
- Led international growth for over $140 million business unit (B2B SaaS) and developed strategy and execution plans to achieve growth targets, focusing on product expansion, customer retention, and go-to-market optimization.
- Acted as a head of finance and a "boots on the ground" leader in an international startup environment, effectively navigating through a challenging 2018 and developing strategies that fueled double-digit revenue growth in subsequent years.
- Executed four acquisitions in two years as a manager, ranging up to $125 million in deal value, primarily B2B SaaS, while leading the company's long-range planning and financial forecasting.
Focus areas: Mergers & Acquisitions (M&A), International Projects, Integration, Go-to-market Plans, Go-to-market Strategy, Strategic Planning & Execution, Finance, General Management, Microsoft Excel, Microsoft PowerPoint, Tech Sales, Fintech, Business Strategy, Presentations, Executive Presentations, Strategic Planning, Growth Strategy, Product-market Fit, Pricing, Market Research, Financial Modeling, Pitch Decks, Startups, Revenue & Expense Projections, Total Addressable Market (TAM), Competitor Analysis & Profiling, Market Sizing, Software
Manager of Corporate Development
2013 - 2016
Capital One Financial
- Evaluated and executed various M&A transactions and led a double-digit million loan portfolio divestiture.
- Led technology FP&A investment governance and collaborated with finance and IT leaders to build business cases for IT investments.
- Guided FP&A activities for over three digits in annual million expenses, including outlook forecasting, managing budget risks and opportunities, monthly reporting, investment business case preparation, labor strategy, and investment planning.
Focus areas: Mergers & Acquisitions (M&A), Finance, Financial Planning & Analysis (FP&A), Microsoft Excel, Microsoft PowerPoint, Business Strategy, Presentations, Executive Presentations, Strategic Planning, Growth Strategy, Market Research, Financial Modeling, Pitch Decks, Startups, Revenue & Expense Projections, Competitor Analysis & Profiling, Market Sizing
Acquisition and Integration
Strategic Business Plan for International Business Growth
Business Case for New Vertical Launch
