Profile
Enterprise strategy and finance-transformation executive with four decades of experience at the intersection of strategy, technology, and decision-making. Helped pioneer the Enterprise Performance Management (EPM) industry at Hyperion Solutions, served on the founding team of Anaplan, and built Deloitte's global Anaplan practice to $80M+ in annual revenue as a Global Managing Director.
Author of two Wiley books on performance management and connected planning, with 200+ strategy, transformation, and systems engagements across Fortune 500, public-sector, higher-education, and nonprofit organizations. Today: founder, executive advisor, educator, and champion of responsible entrepreneurship in New Mexico.
Professional Experience
MRWD, LLC (dba stratuum in Canada) — Founder & Executive Advisor
Executive advisory firm focused on enterprise performance management, finance transformation, value realization, and strategic facilitation.
- Anavate Partners — Fractional CMO & Managing Partner: led 110% growth and helped position the firm as Anaplan's Rising Star of the Year (2024), leading to acquisition by Argano (2025).
- Spaulding Ridge — Cloud Advisory Partner, advising on EPM, finance transformation, and growth strategy.
- Anaplan — Adjunct Value Engineer: ROI models and financial business cases for CFO-level decision-makers.
- Spark Labs — Founder & Lead Facilitator: modular, workshop-based business education (45+ hands-on modules across strategy, execution, sales, thinking, and technology).
- Whatifi — Advisor, mentoring early-stage technology firms on financial modeling, growth, and funding strategy.
- Value-led consulting for Fortune 500 and public-sector clients including Akamai, Arrow Electronics, Roku, GE Healthcare, TD Bank (Cowen), Symetra, Archer Daniels Midland, and the State of Arizona.
Deloitte Consulting LLP — Managing Director, Global Anaplan Alliance Partner; Analytics & Information Management
- Built and scaled Deloitte's global Anaplan / Connected Planning practice to $80M+ in annual revenue, earning four Anaplan Partner-of-the-Year awards.
- Led large-scale finance and planning transformations for Google, Salesforce, Shell, Dyson, Cargill, Hyatt, Draper Labs, UVA, and New York Life.
- Established global delivery models, value frameworks, and Centers of Excellence for enterprise planning; trusted advisor to CFOs and CIOs on strategy-to-execution.
CheckPoint Consulting LLC — Partner, Advisory Services
- Sold and managed an $8M enterprise-wide Oracle transformation for a Fortune 50 agribusiness.
- Led business development, client pursuit, solution design, and engagement management; clients included GE, ADM, and Hyatt.
Infosys Consulting — Senior Principal, Finance Transformation
- Helped build the EPM, Business Intelligence, and Data Visualization practice in North America.
- Integrated management-consulting value methodology with EPM frameworks.
Business Foundation Corp. — Co-Founder & Managing Partner
- Delivered EPM and strategy-to-execution consulting for Fortune 500 and nonprofit organizations.
- Developed the Enterprise Value Mapping / Blueprint Methodology and a KPI library by industry and function, used to align financial resources with strategic outcomes.
- Key engagements with PwC, Microsoft, Citrix, Oracle, Newmont Mining, Herman Miller, Ohio State, and Anaplan.
Anaplan — Founders Team
- Worked with Anaplan's founders to prove product-market fit, shape go-to-market strategy, and drive early customer adoption.
- Wrote version 1 of Anapedia, the platform's knowledge base.
Hyperion Solutions (acquired by Oracle) — Senior Director, Office of Strategy
Earlier roles: Director, Quality & Practices, Global Professional Services; Director, North America Strategic Consulting Services.
- Helped pioneer the Corporate / Enterprise Performance Management (CPM/EPM) category, transforming financial and operational planning for major enterprises.
- Built and led engagement-manager teams and consulting methodologies with $20M P&L responsibility.
- Clients included GE, British Telecom, Coca-Cola, Goodyear, Kraft, GSK, Textron, Ryder, Grupo Bimbo, Herman Miller, Cisco, Bank of America, GM Finance, Manulife, and the University of Vermont.
ITG — Director, Software Products; Director, Systems & Networks
- Managed a $15M P&L spanning software, consulting services, and training.
- Sold, designed, and managed development of back-end finance and federal procurement systems for Citigroup, the Department of Defense, and the US Navy.
Deloitte & Touche (Deloitte Haskins + Sells) — Senior Manager, Computer Assisted Services
Earlier roles: Manager, Systems Integration; Programmer/Analyst, Corporate Tax & Audit — joined as a 19-year-old programmer.
- Wrote sections for "T2," a corporate tax return system (later sold to CGI).
- Wrote the journal-entry section of the trial-balance system of "ATOM" (Audit Techniques on Microcomputer).
- Implemented Novell NetWare local area networks; trained auditors on network security.
- Designed & project-managed a 500-node building LAN (10BASE-T and Token Ring) & ROLM telecom system (at 95 Wellington St. West, Toronto).
- Youngest Senior Manager in Canada at the newly formed Deloitte & Touche.
Academic, Board & Community Leadership
University of New Mexico — Center for Responsible Entrepreneurship, Lead Faculty & Acting Executive Director
- Leads a social-entrepreneurship accelerator focused on innovation, economic impact, and founder development across Northern New Mexico.
- Co-developed the Beyond Profit community series with Creative Santa Fe and UNM Anderson, exploring business as a force for positive change.
- Builds partnerships with donors, faculty, and community leaders to expand program reach.
Creative Santa Fe — Board Member
- Supports the creative economy of northern New Mexico through strategic planning, program development, and business-model coaching for creative organizations.
New Mexico Angels — Angel Investor & Advisor
- Supports early-stage entrepreneurs and social-impact ventures through mentorship and investment guidance.
Santa Fe Innovates & New Mexico Business for Good — Mentor & Board Advisor
- Guided local businesses and nonprofits in fundraising, strategic planning, and operational improvement.
Kiva — Microfinance Lender
- 316 microloans to women entrepreneurs in 58 countries, supporting sustainable economic development.
Prior community service
- Textbook Narrator, Learning Ally (formerly Recording for the Blind & Dyslexic), 2007–2015.
- Chairman & Member, Hyperion Charitable Giving Committee, 2002–2007.
- Board Member, Sunrise Foundation, 2002–2003.
- President, Toastmasters (Toronto), 1988–1990.
Publications
Connected Planning: A Playbook for Agile Decision Making
Breaking down silos between financial, operational, and strategic planning to build an agile, integrated decision-making system for the age of cloud, real-time data, and AI.
Enterprise Performance Management Done Right: An Operating System for Your Organization
The practitioner's guide to building a working performance-management system — from data and insight through strategic planning, execution, and accountability.
SG&A Expense Performance Management
A practical approach to measuring and optimizing selling, general & administrative expenses — turning a cost center into competitive advantage.
Articles & contributed works
- "Design to Align: A Key Component in BPM Success," Business Performance Management Magazine
- "Building the Business Case for Return on EPM Investment," Oracle Journal of Management Excellence
- "Seven Steps to Next-Generation Supplier Performance Management," Supply & Demand Chain Executive
- "Role-Based Business Intelligence," Information Management Magazine
- Contributor/co-editor, The Performance Management Revolution (Howard Dresner)
- Contributor, Scorecard Best Practices (Lawson, Hatch & Desroches)
- Contributor, Achieving Breakthrough Performance Through Insight (Jeff Rodek)
- Contributor, Making Technology Work for Your Business (Deloitte & Touche Canada, 1st ed.)
Speaking & Teaching
- Keynote speaker, Oracle OpenWorld, OAUG Collaborate, and ODTUG Kscope (2000–2016)
- Keynote speaker, Oracle Business Intelligence & EPM events (2008–2016)
- Featured speaker, Anaplan Sales Kickoff and Anaplan webinars (including "Connected Planning with Deloitte")
- Speaker, Deloitte University, Deloitte leadership conferences, and PwC University
- Guest lecturer: DePaul University, Ohio State University, Carleton University, Indiana University, University of New Mexico, and PwC Advisory University
- Talk topics: the Management Operating System, value selling, KPI selection, scenario planning, turning data into decisions, and workshop-based learning
Representative Clients by Industry
Areas of Expertise
Education
Eligible to work in the USA, Canada, and the UK.