Principal

• Manage multiple high-profile, high-impact strategy projects
• Lead interviews and working sessions with Enterprise Growth leaders and leaders across the organization
• Lead teams conducting industry, market, competitor, and financial analysis
• Distill analytical insights for Humana
• Create high-quality analyses and deliverables framing objectives, issues, and challenges
• Articulate findings and recommendations
• Shape implementation considerations and transition analysis into execution with business owners
• Facilitate critical meetings and drive diverse groups to consensus
• Synthesize strategic choices across the Growth organization into a coherent plan to drive growth and profitability
• Collaborate with team members, subject matter experts, executive Management Team members, and corporate, functional, and business unit leaders
• Mentor and develop junior staff

Growth strategy principal driving Medicare Advantage initiatives for Humana healthcare services

Strategy Execution – Principal

Growth Strategy Principal leading Medicare Advantage strategy and enterprise growth initiatives at Humana, a U.S. healthcare and health benefits company. Guiding analysis, recommendations, consensus, and execution across senior stakeholders.

• Lead and scale Baker Tilly’s Fund Accounting & Administration operations within our Asset Management Managed Services practice.
• Drive growth through business development, collaboration with firm leaders, and engagement in industry and alliance networks.
• Translate strategy into execution — defining business plans, measurable milestones, and key performance outcomes.
• Oversee client relationships and act as the senior escalation point for fund managers, CFOs, and investors.
• Deliver excellence in traditional fund administration outputs, including quarterly financials, partner capital statements, NAV calculations, capital calls, and distributions.
• Serve as a subject matter expert in private equity fund structures, capital rebalances, waterfalls, carried interest, and complex fee calculations.
• Advance operational automation by embedding technology, analytics, and AI-native tools into the Fund Services workflow.
• Develop and coach talent — guiding senior managers, managers, and associates to achieve technical mastery and leadership growth.
• Collaborate across service lines (Advisory, Tax, Digital, and Industry teams) to bring integrated solutions to clients.
• Represent the firm as a thought leader and spokesperson at client forums, investor events, and internal strategy sessions.

Principal leading Managed Services for Private Equity at Baker Tilly

Principal, Managed Services – Private Equity

Principal leading Managed Services platform in private equity for Baker Tilly. Overseeing growth and client relationships in fund accounting and administration operations.

• Serve as a subject matter expert in all aspects of international contracting, primarily Direct Commercial Sales (DCS)
• Manage a large volume of complex, high-dollar pursuits and contracts spanning multiple customers and international regions
• Provide business, contractual, and risk mitigation leadership for DCS and international contracts
• Lead cross-functional proposal and negotiation teams in the pursuit of major contracts
• Develop and support business pursuit strategies, including bid/no-bid recommendations, deal structuring, and risk assessments
• Review and approve the contractual, financial, and business aspects of proposals, contracts, agreements, and operational initiatives
• Analyze proposed business terms, pricing positions, costs, risks, and opportunities during cost and price reviews
• Support proposal development activities, including estimating, pricing, and required contract documentation
• Draft, negotiate, review, and approve a wide variety of agreements, including Teaming Agreements, Non-Disclosure Agreements, Licensing Agreements, and other business and legal documents
• Partner with Legal to provide contracts guidance related to intellectual property, disputes, claims, protests, and other legal or regulatory matters
• Coordinate with Trade Compliance and Export/Import teams to ensure adherence to ITAR, EAR, and other applicable regulations
• Provide commercial and contractual guidance to international subsidiaries and business partners in support of global pursuits
• Partner with technical, program, finance, export control, engineering, and sales teams from early capture and product development stages through contract execution and administration
• Support and help execute strategies that improve programmatic and financial outcomes during contract administration
• Represent the company in exchanges with senior customer leaders and regularly brief business leadership on contractual strategy, risk, and status
• Travel internationally an estimated 30% to support customer engagement, negotiations, and in-country pursuits, including time-sensitive travel in support of active negotiations and customer commitments

Principal, Contracts managing international contracting for L3Harris

Principal, Contracts

Principal, Contracts focusing on international contracting and Direct Commercial Sales at L3Harris. Leading high-value contract pursuits and providing strategic business guidance across the contract lifecycle.

• Work directly with senior hospital executives to define linkages between strategic objectives and process improvements
• Work alongside our Health System Executive (HSE) team to identify and contact potential C-suite clients for new business engagements
• Lead assessment effort in conjunction with Enterprise Discovery Consultants and Sr. Consultants
• Provide appropriate solutions to customer challenges
• Co-develop business proposals with Health System Executives
• Act as a liaison between the C-Suite and the Enterprise Delivery team through the life of the agreement

Principal responsible for selling outcomes-based partnership models for Danaher.

Principal – Performance Partnership

Principal responsible for leading strategies to win new business for Danaher by selling outcomes-based partnership models. Collaborating with senior hospital executives to create impactful diagnostic solutions.

• Drive enterprise and C-level client engagement as the senior relationship leader and team lead for major clients.
• Collaborate within cross-functional pods that include Engineering and Product counterparts to inform the go-to-market (GTM) strategy and product roadmap priorities.
• Lead the end-to-end implementation of major client deployments, ensuring successful adoption and integration of Avantos AI solutions.
• Translate client needs into actionable insights, guiding the design of tailored AI solutions.
• Foster a tight feedback loop between clients, engineering, and product to drive continuous improvement and innovation.

Principal, Product & Client Solutions leading AI transformations at Avantos

Principal, Product & Client Solutions

Principal, Product & Client Solutions at Avantos driving AI transformations for enterprise clients. Collaborating with cross-functional teams to shape product roadmap and ensure successful solutions delivery.

• Effectively manage a portfolio of 30+ independent and corporate foundation funders and prospects, focusing on long-term relationship building and revenue growth
• Conduct regular 1:1 meetings with funders and prospects as needed (specific KPIs are in development).
• Leverage key relationships on the Board to strengthen applications.
• Lead and co-develop cultivation strategies for new prospects and current funders for renewal, including preparing senior leadership for high-stakes meetings and advancing opportunities through to close.
• Demonstrate full grant portfolio leadership, managing a portfolio end-to-end, including prospecting, proposal development, reporting, renewals, and stewardship, while maintaining clear systems and meeting multiple deadlines.
• Analyze portfolio performance and pipeline data to identify trends, risks, and growth opportunities.
• Contribute to refining O.W.’s institutional funding strategy, including segmentation, positioning, and long-term pipeline development.
• Identify and execute on the most promising opportunities to grow revenue from institutional partners across foundation and corporate channels.
• Craft well-written and concise concept notes, grant applications, and reports that are tailored to the institution’s focus areas.
• Working with Advancement and Networks & Partnerships leadership, design and implement a corporate sponsorship strategy.
• In collaboration with the Networks & Partnership team, secure corporate sponsorships that support O.W.’s programs and priorities.
• Serve as a strategic thought partner to the institutional team lead, Senior Director, Advancement, and broader Management team on institutional giving.
• Operate as a force multiplier for the Advancement team by raising the quality, rigor, and impact of our funder deliverables and relationship management.
• Partner closely with Client Advisory Services, Finance, Data & Impact, Networks & Partnerships, and MarComms to align institutional fundraising efforts with team and organizational priorities.
• Provide informal leadership across the Advancement team, raising the bar on fundraising practices, materials, and execution.
• Strengthen internal systems, workflows, and best practices to improve team effectiveness and scalability.

Principal of Institutional Giving managing relationships with funders

Principal, Institutional Giving

Principal of Institutional Giving at Ownership Works, managing relationships with high-leverage corporate and foundation prospects to support fundraising efforts. Aiming to raise $7M+ annually from institutions.

• Lead the visual direction of features and projects, translating creative vision into clear production direction through concepts, style frames, and visual references
• Define and maintain the visual language, tone, and quality standard across all output as the team and portfolio grow
• Lead, mentor, and grow a team of artists, providing feedback, direction, and career development support
• Produce concept, illustration, and 2D art assets (textures, surface detail, iconography, UI elements, graphic work) that integrate into 3D and interactive environments
• Model, UV, texture, rig, and animate 3D assets to production standard, working within defined real-time budgets
• Use motion and animation tools to produce motion references and effects concepts that guide technical implementation
• Collaborate closely with the wider creative team to ensure clean, well-structured handoff for runtime, iterating based on how art behaves in-engine
• Shape art production workflows, asset pipelines, and standards as the team scales.

Principal Visual Artist leading visual identity for interactive projects at Fanatics.

Principal Visual Artist

Principal Visual Artist defining visual direction and mentoring artists for interactive experiences at Fanatics. Driving high-craft fan engagement across creative projects in a senior team.

• Be an expert-level talent advisor and strategic thought partner to engineering and product leadership.
• Act as a role model and mentor within TA and the People Partnerships teams.
• Proactively use market analytics, talent intelligence, and internal data to model talent scenarios.
• Independently own end-to-end recruitment for the most complex and high-stakes R&D searches.
• Design and scale in-region and global engineering recruiting programs and projects.
• Build and maintain trusted, collaborative relationships with VP-level R&D leaders, HRBPs, and other cross-function partners.
• Use AI, tools, and technology to stay up-to-date on technical recruiting best practices.

Principal Technical Talent Advisor identifying top-tier engineering talent at Twilio

Principal Technical Talent Advisor

Principal Technical Talent Advisor at Twilio identifying and securing top-tier engineering talent for R&D. Balancing requisition load with high-impact talent initiatives while ensuring operational excellence.

• Serve as the principal administrator and subject matter expert for Okta, including SSO and SCIM integrations, Okta Workflows, and Okta Identity Governance (OIG)
• Design, build, and maintain group rules and access policies that support least-privilege and lifecycle management
• Manage Okta licensing, entitlements, and platform capacity planning
• Demonstrate deep expertise on how authentication rules are applied within Okta, and update and tune these policies as business and security needs evolve
• Maintain strong working knowledge of the Auth0 platform, including tenants, rules/actions, and application configurations
• Create, configure, and troubleshoot Identity Provider (IdP) connections across all major IdP types (SAML, OIDC, social, enterprise directories, etc.)
• Diagnose and resolve authentication and federation issues across integrated applications
• Leverage Okta, Auth0, and related APIs to automate identity workflows, integrations, and reporting
• Troubleshoot and build API-based solutions to extend platform capabilities beyond native UI functionality
• Configure and manage SSO connections for external clients and enterprise customers, acting as the primary technical point of contact for partner-side IT/security teams during setup
• Apply working knowledge of AWS and AWS Identity Center to support cloud identity federation and access management
• Secure access to AI/ML platforms, tools, and resources, including LLM APIs, AI agents, and machine-to-machine authentication for AI-driven services
• Act as a trusted advisor to security, IT, and application teams on identity best practices and architecture decisions
• Map IAM controls to compliance and Zero Trust frameworks in partnership with GRC teams
• Mentor junior IAM engineers and contribute to the long-term IAM roadmap
• Document standards, runbooks, and processes to mature the IAM program

Principal IAM Lead overseeing identity and access management at DriveWealth.

Principal IAM Lead

Principal IAM Lead at DriveWealth managing identity architecture and security engineering. Leading Okta and Auth0 environments for secure and scalable solutions.

• Identify white space in healthcare where AI-native businesses can create outsized outcomes. Develop original, high-conviction investment theses grounded in deep market understanding, clinician pain points, and structural tailwinds.
• Find top 1% founders and convince them that Redesign is their best path to building a generational healthcare company.
• Stress-test your own theses harder than anyone else will. Identify the 2–3 questions that truly matter for each investment and resolve them through primary conversations and expert input.
• Develop a robust pipeline of exceptional founders through proactive sourcing across VC networks, healthcare operator communities, and the broader startup ecosystem.
• Act as the primary interface between portfolio founders and Redesign’s platform. Deliver the firm’s strategic leverage: domain expertise, go-to-market acceleration, fundraising positioning, and governance insight.

New Ventures Principal at Redesign Health identifying and backing exceptional healthcare founders

New Ventures Principal

New Ventures Principal at Redesign Health identifying top healthcare founders and developing bold investment theses. Driving strategic partnerships and leveraging expertise for successful ventures.

• Perform analysis and build financial models to help inform data-driven capital markets decisions, gathering inputs from various stakeholders
• Create and manage ongoing ABS-style reporting and audit cadences to uphold various types of financing relationships
• Establish and maintain relationships with external capital teams to ensure compliance with contractual obligations
• Help negotiate and execute on new capital commitments in the form of private credit arrangements
• Collaborate with the Risk, R&D, Strategic Finance, Accounting, Product, Legal, Compliance, and Operations teams to evaluate and address capital markets impacts of new initiatives
• Drive operational efficiencies across all capital markets functions
• Build presentations to explain complex concepts, and deliver key information to a variety of audiences

Capital Markets Principal supporting lending and financing activities at Toast

Capital Markets Principal

Capital Markets Principal managing lending activities and analytics for Toast’s Capital Loan Program. Collaborating across functions to drive operational efficiencies and financial reporting.

• Lead client relationships and oversee multiple project teams
• Develop business through revenue generation and client engagement
• Oversee budgets and ensure financial control
• Provide analytics strategy and drive project outcomes
• Mentor junior staff and support professional development initiatives

Principal in Analytics driving client growth and project success at Trinity Life Sciences

Principal – Analytics

Principal in Analytics leading client relationships and project teams at Trinity Life Sciences. Driving revenue generation, overseeing budgets, and providing analytics expertise.

• Own the end-to-end functional solution strategy for Finance technology, ensuring that business processes are fully supported across applications, data, interfaces, and reporting.
• Ensure clear, end-to-end data and process flows across ERP (Oracle Cloud Fusion or similar), Workday HCM/payroll, insurance platforms (Medicare and Medicaid), claims, pharmacy, clinical systems, and downstream analytics.
• Define and enforce rules for systems of record and systems of truth for all major financial data domains, ensuring consistency and preventing duplication across platforms.
• Identify and eliminate redundant data flows, overlapping functionality, and unnecessary integrations that increase operational risk and maintenance overhead.
• Partner with Finance functional leaders and business analysts to understand end-to-end business intent, while remaining distinct from detailed requirements definition.
• Partner with technical architects and engineering teams to guide solution design without owning component-level technical architecture.
• Ensure integrations, reports, and data pipelines are designed holistically to reduce failure points, improve resiliency, and support auditability and compliance.
• Lead solution decisions that prioritize simplification, standardization, and use of out-of-the-box platform capabilities over custom-built solutions.
• Document and maintain current- and future-state end-to-end Finance solution views that span processes, systems, data, and reporting.
• Continuously assess the health of Finance technology ecosystems and identify opportunities to improve reliability, scalability, and operational efficiency.
• Serve as the primary integrator role across Finance, IT, Data, and Analytics organizations to ensure cohesive, end-to-end outcomes.
• Influence enterprise technology and platform roadmaps by representing end-to-end Finance process and data needs.
• Provide oversight to ensure solutions adhere to enterprise standards for data governance, security, privacy, and compliance (e.g., SOX, HIPAA).

Principal Solutions Strategist driving data strategy at Fortune 100 healthcare organization

Principal Solutions Strategist

Principal Solutions Strategist in Fortune 100 healthcare organization. Leading data strategy, guiding finance technology modernization, and integrating modern data platforms.

• Provides independent second-line oversight, assessment, and credible challenge of first-line technology risk management activities across the company.
• Partners across Technology, Security, Product, Data, and other business functions to evaluate risk and control practices, including risk assessments, issues management, control validation, key risk indicators, governance reporting, and escalation.
• Helps ensure technology-related risks are managed consistent with enterprise risk appetite, regulatory expectations, and sound industry practice.
• May support one or more focus areas based on business need, including Enterprise Technology Risk, Data Security Risk, Access Management Risk, Offensive Security Risk, Vulnerability Management Risk, AI Security Risk, and Asset and Inventory Management Risk.
• Provide independent review, oversight, and credible challenge of first-line technology risk management activities, controls, and decisions.
• Evaluate the design and execution of risk management practices to ensure alignment with enterprise frameworks, policies, regulatory expectations, and relevant industry standards.
• Provide independent challenge and oversight of risk identification and assessment activities.
• Review and challenge risk and control self-assessments, issues management, remediation plans, control validation outcomes, and key risk indicators.
• Assess the adequacy of severity ratings, root cause analyses, action plans, and closure evidence for technology-related issues and risk events.
• Identify risk trends, concentrations, and emerging themes through analysis of risk data, governance materials, and business changes; develop an independent view of risk exposure and control effectiveness.
• Prepare and support reporting, escalation, and discussion materials for senior leaders, governance forums, and risk committees.
• Partner with first-line leaders, subject matter experts, and independent testing or validation teams to improve clarity of control expectations, testing scope, and evidence requirements.
• Provide ongoing risk advisory support while maintaining second-line independence and accountability for effective challenge.
• Recommend opportunities to strengthen risk awareness, governance routines, and training that improve technology risk management maturity.
• Support the company’s commitment to risk management and protecting the integrity and confidentiality of systems and data.

Provides oversight and challenge of technology risk management at Early Warning.

Principal Tech Resiliency

Provides oversight and challenge of technology risk management practices across various functions at Early Warning. Collaborates with teams to ensure risk is managed effectively with regulatory compliance.

• Perform essential analysis and research to enable MRS to innovate and expand its portfolio
• Develop comprehensive assessments of opportunities, risks, benefits, and costs for new or enhanced products and services
• Conduct market research and analysis for evaluations
• Engage industry stakeholders to gather insights on market practices
• Collaborate with FINRA business units for product development support
• Ensure assessments incorporate cross-functional perspectives
• Evaluate strategic fit of opportunities against FINRA's guiding principles
• Synthesize research findings into actionable recommendations

Senior Principal Analyst in MRS Strategic Innovation & Research at FINRA

Senior Principal, MRS Strategic Innovation, Research

Senior Principal Analyst performing research and analysis to expand FINRA’s MRS portfolio. Collaborating with stakeholders and developing assessments to drive product innovation and value addition.

• Approve, monitor and manage the credit exposure within the Corporate & Investment Banking Commercial Real Estate (CRE) portfolios
• Partner with senior line of business and Credit Risk managers to develop appropriate business strategies and targets
• Provide a commercial approach to the business, balancing market realities with appropriate risk management
• Maintain appropriate credit discipline and portfolio health through proper, timely and thoughtful credit risk decisions
• Identify and manage portfolio trends, portfolio risks and concentrations
• Ensure timely and accurate approvals, portfolio monitoring and reporting
• Assist the relationship and portfolio management teams in providing clear and concise recommendations and analysis
• Reinforce Wells Fargo’s strong credit culture and strengthen team member engagement
• Develop an expertise in the markets covered by actively participating in internal and external groups

Principal Credit Risk & Approval Officer managing credit exposure for CRE portfolios

Principal Credit Risk, Approval Officer

Principal Credit Risk & Approval Officer managing credit exposure within Corporate & Investment Banking. Collaborating with leadership to develop business strategies for Corporate & Investment Banking's CRE portfolios.

• Collaborate with internal teams, including solution development and delivery, to ensure our solutions meet market needs and client expectations.
• Stay abreast of industry trends, regulatory changes, and emerging technologies to continually enhance our offerings and maintain a competitive edge.
• Serve as a trusted advisor and thought leader to Presidio sales and clients, providing expert guidance on leveraging hyperscalers for industry solutions.
• Represent Presidio at industry events, conferences, and webinars, promoting our solutions and thought leadership.
• Create and deliver compelling presentations, proposals, and demonstrations to prospective clients and partners.

Industry Principal leading ISV, Energy, and Hospitality digital solution sales.

Industry Principal, Digital – Emerging – ISVs, Energy/Utilities, Travel, Hospitality

Industry Principal leading digital solution sales for ISV, Energy/Utilities, Travel & Hospitality at Presidio. Collaborating with clients, driving revenue growth, and enhancing offerings through innovation.

• Lead large-scale, cross-functional strategic programs from initiation through delivery.
• Establish program governance structures, operating models, and executive reporting frameworks.
• Develop and manage integrated program plans, milestones, dependencies, and critical path activities.
• Drive alignment across business, technology, operations, and external stakeholders.
• Translate strategic objectives into executable delivery plans and measurable outcomes.
• Coordinate complex workstreams spanning multiple functions, teams, and vendors.
• Manage program risks, issues, assumptions, dependencies, and mitigation strategies.
• Drive decision-making processes and issue resolution across stakeholder groups.
• Monitor program health and proactively address delivery challenges.
• Build trusted relationships with executive leaders and key stakeholders.
• Prepare and deliver executive communications, status reporting, and decision support materials.
• Influence outcomes across teams where no direct reporting relationships exist.
• Drive readiness planning and organizational alignment for major initiatives.
• Coordinate transition activities required to move programs from planning into operational execution.

Principal Program Lead managing complex strategic initiatives at NBCUniversal

Principal Program Lead

Principal Program Lead at NBCUniversal leading complex strategic programs across business, technology, and operations. Requires 10+ years of experience with strong stakeholder management skills.

• Collaborate with internal teams to ensure solutions meet market needs
• Stay abreast of industry trends and emerging technologies
• Serve as a trusted advisor and thought leader for clients
• Represent Presidio at industry events and webinars
• Create and deliver compelling presentations and proposals

Industry Principal driving adoption of digital solutions in Energy/Utilities and Hospitality sectors

Industry Principal, Digital – Emerging ISVs, Energy/Utilities, Travel, Hospitality

Industry Principal driving adoption of Presidio's digital solutions in Energy/Utilities, ISV, and Hospitality sectors. Collaborating with customers to create solutions and drive revenue growth.

• Drive business development and revenue generation by identifying, pursuing, and winning new client relationships with accountability for achieving significant sales targets
• Own and expand strategic client accounts, serving as executive sponsor and trusted advisor to build long-term relationships that enhance BMI's brand and market position
• Lead creation of compelling proposals, RFPs, and capability presentations that differentiate BMI's integrated analytics and technology offerings
• Oversee end-to-end engagement lifecycle including selling, contracting, scoping, kickoff, delivery, and post-project follow-up to ensure exceptional client value
• Provide intellectual leadership and strategic direction to project teams, guiding solution design and ensuring analytical rigor throughout delivery
• Build, lead, and inspire high-performing teams of professionals across multiple levels and locations, fostering culture of excellence, innovation, and collaboration

Principal role in analytics consulting for pharmaceutical industry at Blue Matter

Principal, Analytics

Principal role focusing on analytics and market research within biopharmaceutical consulting at Blue Matter. Leading business development and client engagement strategy for the firm.

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