My Work
Highlight of projects I led
Cyber Risk Governance
GOVERNANCE - At Grant Thornton, led the development of a modern governance model around cyber risk, hiring a CIO and creating a Cyber function separate from the Technology function, following the NACD guidelines for best practices in cyber and technology governance. Secured new ISO certifications for the firm for ISO 27001, ISO 27017 for Cloud Security, and ISO 27701 for Privacy
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SECURITY - Revamped our Managed Security Services Provider, Managed Print contract and machines, SD-WAN, networking, firewalls, and security models. Retired all end-of-life servers and upgraded all laptops to Windows 10. Transitioned from Microsoft E3 to E5 with no disruption to the business, providing “end-to-end” security vital to a work-from-anywhere model. Created the first IT Help Desk chatbot, alyx, automating 77% of IT tickets previously solved by humans. Converted to an infrastructure-as-a-service model with a new Managed Service Provider.
Government Affairs. Public Policy and Tax Legislation.
Served as Grant Thornton's Government Affairs and Public Policy lead for Tax Legislation. Played a significant and strong advocacy role for “pass-through” entities, who were at risk for exclusion from the 2018 tax legislation. Assisted Senators and Representatives in a nonpartisan manner in understanding the implications of potential tax provisions to the US economy and their constituents.
Expansion - International. National.
INTERNATIONAL. Conceptualized and built Grant Thornton's India Services Center from the “ground up” including site selection, regulatory requirements, recruiting top talent, onboarding and training, governance, change management, and integration with US operations and systems.
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NATIONAL. Formed and led a new geographic three-service-line P&L, extending from New Jersey through Virginia as Partner-in Charge. The Atlantic Coast Territory became the third largest GT territory by revenue and largest by number of employees. Also served as Office Managing Partner for the Washington Metro area including the Baltimore and DC Offices.
Transformation and Technology
CTO - Created a new role – the Chief Transformation Officer. Built an award-winning, modern technology and innovation operating model and team, resulting in the creation of many patented digital solutions and market-facing products.
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CLOUD - Transformed Grant Thornton 100% to the cloud, becoming the first large professional services firm to do so.
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SaaS - Built qm.x, Grant Thornton's first SaaS product for compliance with ISQM 1 worldwide standards. Qm.x won an International Quality Award for 2022 and has garnered hundreds of clients across the globe, creating a new revenue stream.
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TECHNOLOGY - In 2008, authored and implemented Tax Symphony, a full realignment of firm tax processes, with a complementary technology tool built with Sogeti and change management program implemented with LaMarsh & Co. Tax Symphony is still in use today.
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Built a three-service line, one-of-a-kind Engagement Delivery platform. Conceived of and architected a firm-wide Data strategy, taking advantage of the platform and application approach.
Created Fullstax, a 1500-person citizen developer community, to assist GT’s employees in learning and driving automations within client service delivery. Built Technology Quotient, a learning program for partners and employees to learn the basics of Technology. Created a firm-wide digital badging learning program.