Dr. Michael K.

@calbiz_consult

Business Strategy and Operations Consultant

Stati Uniti
Inglese, Persiano
Alcune informazioni sono riportate in lingua inglese.
Chi sono
Through California Business Consulting, I help business owners, physicians, dentists, and practice leaders improve performance through strategy, operational improvement, financial analysis, and organizational development. I bring 20+ years of experience and hold a DBA, an MBA in Information Systems, the ChFC® designation, and the IBM Management Consulting Professional Certificate. Services are available only to businesses located and operating in the United States or Canada. Message me to discuss your needs.... Continua a leggere

Competenze

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calbiz_consult
Dr. Michael K.
offline • 
Tempo di risposta medio: 3 ore

Consulta i miei servizi

Strategia di business e innovazione
I will management consulting, business strategy, transformation, financial analysis
A partire da125 USD / progettoMaggiori dettagli
Strategia di business e innovazione
I will improve your insurance agency operations, sales, and retention
A partire da125 USD / progettoMaggiori dettagli

Portfolio

Esperienza lavorativa

California_Business Consulting

Management Consultant & Business Strategist

California Business Consulting • Freelance

Feb 2025 - Present • 1 yr 7 mos

• Discovery & Goal Setting: Conduct initial discovery sessions with business owners and leadership to define strategic objectives, core challenges, and long-term organizational priorities. • Data Collection & Current-State Assessment: Gather financial statements, cash-flow reports, operational workflows, and market data to map current-state performance. • Financial & Operational Diagnosis: Analyze profitability, cost structures, operational capacity, and risks to identify underlying bottlenecks and growth constraints. • Prioritization & Strategic Recommendations: Rank findings by financial impact, urgency, feasibility, and risk to present executive leadership with clear, prioritized strategic options. • Solution Design & Action Planning: Develop financial models, cash-flow forecasts, capital-allocation frameworks, and AI decision-support tools tied to structured execution timelines. • Implementation & Stakeholder Coordination: Direct plan execution while coordinating business leadership, employees, CPAs, attorneys, lenders, and technology specialists. • Performance Monitoring & Continuous Improvement: Track agreed-upon KPIs against forecasts, resolve operational roadblocks, and refine strategies to deliver long-term business results.

JPMorgan_Chase & Co.

Senior Private Client Banker

JPMorgan Chase & Co. • Full time

Sep 2021 - Feb 2025 • 3 yrs 5 mos

• Strategic Business Advisory: Partnered with business owners and corporate leadership to evaluate strategic growth, capital requirements, liquidity management, and operational priorities. • Financial & Scenario Modeling: Analyzed financial statements, operating performance, and cash flows to develop financial models and forecasts for expansion, acquisitions, and capital allocation. • Cross-Functional Execution: Coordinated multidisciplinary teams across commercial lending, treasury, credit, and risk management to solve complex business challenges and execute integrated financial strategies. • Portfolio Leadership: Managed a portfolio of 150+ business-owner relationships representing $60M+ in balances and $15M+ in lending, utilizing Salesforce CRM to track milestones and optimize advisory workflows.

Prudential

Financial Advisor

Prudential • Full time

Apr 2021 - Aug 2021 • 4 mos

• Workforce & Benefits Strategy: Advised corporate leadership on employee benefits, executive compensation, and retirement structures to optimize talent retention. • Enterprise Risk Management: Evaluated key-person risks, ownership succession plans, and operational continuity strategies for mid-market clients. • Decision Support: Analyzed workforce costs and benefit frameworks to guide strategic capital allocation