Due to internal & external constraints, a top 10 private equity client had been the last in their asset class to release a compliance deliverable to their investors. The client’s goal was to expediate the release by five weeks.
I led a collaboration with client and cross-functional internal team to add features to our SaaS environment, leverage existing tools, implement automation tools and optimized project plan to achieve the new target date.
The client went from last to first in their peer group to release their production deliverable. The accomplishment resulted in my client exceeding their department goals & metrics and an investor relations “win”.
Devised plan, created tasks & executed the steps to complete the first large merger of two publicly traded partnerships. The Fortune 500 client’s post-merger enterprise value was $55B and, at the time, the project resulted in the practice’s largest single-year revenue amount for a client project. The team was selected from among 50 firm-wide nominees for the PwC Chairman’s Award.
