Dr. Michael K.

@calbiz_consult

Business Strategy and Operations Consultant

Verenigde Staten
Engels, Perzisch
Sommige informatie wordt in het Engels weergegeven.
Over mij
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.... Lees meer

Skills

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calbiz_consult
Dr. Michael K.
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Bekijk mijn diensten

Bedrijfsstrategie en innovatie
I will management consulting, business strategy, transformation, financial analysis
VanafUS$ 125 / projectMeer informatie
Bedrijfsstrategie en innovatie
I will improve your insurance agency operations, sales, and retention
VanafUS$ 125 / projectMeer informatie

Portfolio

Werkervaring

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. • Fulltime

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 • Fulltime

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