Teams at CFGI

Manages CFGI’s staffing and resource allocation function, including Retain administration, staffing request intake, capacity matching, utilization reporting, forecasting, and scheduling governance. Develops SOPs, workflows, training materials, and scalable processes while coordinating with practice leads, recruiting, operations, IT, and regional leadership. Maintains data integrity, identifies capacity gaps, supports deployment decisions, and standardizes resource management practices globally.

Leads tangible asset valuation engagements involving real estate, machinery, equipment, personal property, and leasehold interests. Performs and reviews analyses for financial reporting, tax reporting, business combinations, fair value measurements, impairment testing, and transactions. Manages project timelines, budgets, quality, client relationships, proposals, and business development while mentoring consultants and coordinating with advisors.

Leads CFGI’s AI Strategy and Readiness advisory practice, owning the sale and delivery of AI and data readiness assessments, maturity evaluations, roadmaps, and business cases. Advises CFOs, CIOs, boards, audit committees, and private equity sponsors; develops assessment methodologies; originates revenue; and builds an advisory team. The role also partners with architecture and transformation leaders to convert diagnostics into follow-on engagements and represents the practice through publications and executive events.