Areas of expertise

TURNAROUND PROJECT MANAGEMENT

• Project management to address the entire range of organizational operations, with an expertise in financial, customer service and IT operations; deliver ‘best in class’ performance levels
• Management support to quickly improve organizational performance
• Coordination of consulting and internal employee resources to execute priority work plans and quickly achieve organizational objectives for improved performance
• Organizational reviews and development of appropriate organization structures, management roles, accountability, staffing levels, and training requirements

Strategic Financial and Tariff/rates Plans

• Develop and assist with implementation of short and long-term financial and tariff/rates plans that are realistic, achievable and affordable
• Ensure inclusion of all material financial and operational requirements for achieving the
  organization’s objectives (i.e., operating expenditures; comprehensive, realistic capital
  program; critical organizational KPIs, etc.)
• Emphasis is on adoption of a tariff/rates plan with consistent and smooth annual
  changes, understood and adopted by the organization’s key decision makers

MUNICIPAL AND UTILITY FINANCE

• Assist management with developing appropriate and strong financial policies to achieve bond rating objectives.
• Negotiate with investment banks, rating agencies and financial advisers to ensure proper understanding of the organization’s financial and management strengths, performance, and reliability of long-term projections
• Assist with timing and sizing of bond issues

ORGANIZATION DEVELOPMENT

• Review organization-wide strategic planning, budgeting, finance, accounting, payroll, accounts payable, treasury, customer service, IT and other functions, and develop appropriate changes to address organizational objectives.
• Assist management with implementation of new organization structure