Big 4 Consulting
Deloitte & KPMG
Practice Leader
As a FP&A subject matter expert at Deloitte and KPMG I drove transformation efforts across multiple industries for Fortune 1000 companies including Viacom, Prudential, CVS, Mercedes Benz, MTV Networks, MetLife, Chrysler and many other leading organizations.
Outcomes
Our clients saw significant margin improvement as we worked with them and their FP&A teams to reduce operating costs and develop new opportunities for revenue expansion. We achieved this by delivering data driven insights, process improvement, and structural change.
Drawing not just from Pepsi where I had my first-hand experience, but with other well managed companies as well. Achieving world class EPM always required some type of process transformation, and often the selection (and implementation) of EPM software. This experience opened my eyes to a market opportunity for a new category of EPM solution and to the founding of XLerant, Inc. which you can read more about here.
Most of my clients were Fortune 1000 companies, but for a host of reasons some smaller companies (and even startups) became customers as well.
I enjoyed getting to know all the major software providers (e.g., SAP, Oracle, Hyperion, Anaplan and many others) and their various strengths and weaknesses. More than that, I enjoyed helping to lead the transformation to World Class Financial Planning & Analysis (and more broadly speaking, EPM).
Customers
Cycle Time Improvement
I wrote my first book, Value Planning, while I was at Deloitte.
It offered a step-by-step blueprint for designing and implementing a management system to drive shareholder value, one that the CEO of Pfizer at the time wrote “Serven demystifies shareholder value creation.” I can’t think of a higher complement for someone who wanted to simplify something perceived to be complex and a little intimidating.
Later on in my consulting career I wrote a second book…
This one was dedicated to transforming organizations suffering from the performance eroding effects of office politics (titled simply enough “The End of Office Politics as Usual: A Complete Strategy for Creating a More Productive and Profitable Organization”). This earned a full page profile in The New York Times and as well as reviews in leading publications like The Harvard Business Review and The San Francisco Chronical).
