+ Co-led standing up of the Transformation Office as member of CEO’s Extended Leadership Team
+ Co-stood-up structure to galvanize 1,200+ employees to drive $500M+ EBITDA transformation
+ Accountable via Weekly CEO SteerCo's for performance of Sales & LOB Growth transformations

+ Partnered with Sales to develop & manage strategic improvements that drove $XXXM+ in revenue
+ Grew Average Seller Performance by XX% via stronger management & pipeline practices
+ Expanded margin via improved processes on sales authority & pricing exceptions
+ Improved time to first sale by XX% via improved sales training & ongoing buddy problems

+ Rated Exceptional (Top 10th Percentile) in Performance Ratings in every role at FIS

Head of Commercial Excellence (Sales, Revenue) Transformation

+ Owned P&L & launch of 2 new products: Embedded Invoicing (EI) & Banking-as-a-Service (BaaS):
+ EI: Ran Day 1 Launch to 800,000 SMBs, enabled via coordinated go-live with 150+ Banks
+ EI: Grew Processing Revenue per SMB by 126% & new user conversion rates by 300% in 12 months
+ BaaS: Signed first partner Bank, first Fintech client, & built $50M pipeline

General Manager of Banking as a Service and SMB Digital Invoicing (Embedded Finance)

+ Drove execution of $300M in 2021 revenue synergies via enhanced sales enablement & cross-sell
+ Led Cross-Sell Strategic Ideation Sessions identifying $40M opportunity across key growth products
+ Stood-up Cross-Sell Pipeline Reviews & Deal Desks to execute pipeline and build cross-sell muscle

Senior Director of Strategic Revenue Expansion | Merchant Growth

McKinsey & Company

+ Led go-to-market strategy, product roadmap & tech procurement for multiple strategic real-time-payments products in the United States with a $10B+ market cap and $100M+ procurement plan

+ Drove go-to-market strategy for a $100M+ data-monetization-as-a-service platform for a Fortune 500 ad-tech client, working directly with the President; signing Fortune 100 French retailer

+ Spun-off and merged the high-tech business of a Fortune 500 client by working directly with CFO and overseeing five G&A functions (50+ employees) to ensure ~$200M in cost synergies realized

+ Managed a high-value operating model transformation across 6 IT departments that reduced service outages by 40%, benefiting 10M users at a Top 20 Bank; led monthly report-outs to CEO

+ Named Top 10% contributor to recruiting; helped lead the first Hispanic Latino Economic Forum

Engagement Manager

+ Created strategic plan to turn-around loss-making hospitality client based on P&L & Market Analysis

+ Developed market entry strategy & use cases for B2B client entering China 

+ Assessed employee satisfaction of 5k employees & built plan to improve retention & performance

Associate

Summer Associate

+ Led coordination of all project management functions (e.g., Finance) for $10M-$50M USAID projects
+ Built budget forecasts, placing in top 10% percentile in accuracy company-wide
+ Developed go-to-market strategy and market sizing for Corporate Social Responsibility business unit

+ Led preparation of military conferences including all procurements (~$150k) 
+ Managed 15-25 local staff during two week events in Mali, Ghana, Burkina Faso & Nigeria

Logistics Coordinator

+ Supported development of budget forecasts, project audit, and other end-to-end project support needs

Afghanistan Small and Medium Enterprise Development (ASMED) Project Assistant

Management Systems International

+ Assisted in the writing of contract proposals including corporate capabilities.
+ Translated documents to and from French, Spanish and English.
+ Participated in recruiting process by formatting CVs and writing personnel summaries.
+ Performed general administrative duties, edited documents, created excel spreadsheets, used and updated databases, conducted research and performed duties as required.

Business Development Intern

Southern Alliance for Clean Energy

+ Wrote, edited and translated grant reports, public comments, and educational fact sheets.
+ Conducted mathematical analyses on communications to the FL Public Service Commission.
+ Organized and prepared public service forums on wind energy across South Carolina, performing media outreach and taking part in high level meetings with State politicians.
+ Administered two networks that distribute news and alerts to NGO’s across the U.S.A.

Coastal Program and High Risk Energy Associate

Sierra Club

+ Interned with The Sierra Club, the largest environmental lobbying group in the United States during spring semester 2010. 
+ Conducted research and wrote technical document to be filed with the Louisiana Department of Environmental Quality which led to the denial of an environmental permit for Cleco Power.

Intern

U.S. Department of State

+ Worked in Information Technology, Public Affairs, and Political cones. 
+ Assisted in creation of public relations press packets for the June 2008 Presidential visit. 
+ Translated documents, took detailed notes, updated databases, and completed an extensive research project.

Tulane University

+ Supervised 25+ Tulane Teaching Assistants at Green Charter Middle School and New Orleans School of Science and Math while simultaneously assisting classrooms between 20-25 hours a week.

Teacher Assistant Supervisor

Even Wolf Campaign for State Representative

+ Staff secretary, organized events, canvassed the district and conducted polling.

I am a growth executive with 10+ years of leadership experience at Fortune 500's & as a start-up founder.

+ Currently I lead a Fortune 500 revenue transformation that has driven over $200M+ in growth since '22

+ Previously at FIS I launched two Embedded Finance Products to over 150 banks and 800,000 SMBs

+ Earned Top 10% Performance Rating as a Sr Director and VP at FIS

+ Prior to FIS I drove revenue growth and go-to-market in Tech & Financial Services @ McKinsey & Co

Beyond FIS, I pursue a variety of part-time entrepreneurial and social impact opportunities:

+ Founded an AI-based Lead Generation company for LinkedIn, FasterLeads.AI

+ Founded DineroHispano.com, a Hispanic SMB Consultancy, holding over 1,200 COVID survival trainings

I am multilingual (English, Spanish, French), bi-cultural, and have worked on four continents (8 countries).

I'm obsessed with family, mental & physical peak performance, and getting 1% better every day.

David Sardi

I advise and lead corporate governance and operations transformation programmes at large global firms.

My responsibilities include:
• Conducting comprehensive assessments of clients' status quo, challenges, needs, and goals.
• Developing strategic plans for improvement initiatives, aligning them with clients' vision and priorities.
• Building and maintaining strong relationships with key stakeholders at various levels of seniority.
• Managing ongoing corporate governance and transparency programmes to provide mechanisms for accountability and business performance improvement.
• Managing business operations units that provide integration between various back office operations and improve their efficiency.

Key Achievements:
•  Identified and mitigated a client’s legal risks from using an expensive core system outside its licensed purpose, advising senior management to replace offending processes and addressing conduct issues of personnel who had extended and covered up the unlicensed use.
•  Diagnosed and resolved severe faults in labour tracking processes that caused millions of dollars in cost misallocation and productivity measurement errors. Identified critical dependencies that had been eliminated in organisational restructures and caused erroneous data to cascade. Recommended alternatives for replacing the lost dependencies or overhauling the orphaned processes. Advised on how to estimate the existing data discrepancies.
• Identified and addressed significant productivity gaps, duplication and operational inefficiencies, including synergies available by eliminating duplication within project delivery teams and productivity improvements from more effective resource allocation. Steered the client towards a comprehensive reorganisation plan to improve operational effectiveness and deliver substantial cost savings.

Governance Director

Telstra

I led a governance and financial management framework in a division responsible for over $300m in annual costs, building and running multiple asset portfolios worth over $1bn.

Responsibilities included:
• Developing and implementing a financial management framework that increased transparency, accountability, and efficiency of IT spending and budgeting.
• Establishing and enforcing IT governance policies and standards that ensured compliance with company policies, strategy and best practices.
• Optimising IT productivity using data-driven methodologies to identify and resolve issues and gaps.
• Providing financial and management accounting support and advice to IT leaders and stakeholders, facilitating better informed planning and decision making.
• Driving a culture of continuous improvement and innovation within the team, fostering collaboration, learning, and feedback.

Key Achievements:
• Anticipated and resolved challenges in the initial phase of a major transformation programme involving offshore delivery, pro-actively calling out previously unknown dependencies and potential roadblocks, and engaging extensively with GMs and programme managers to find effective solutions with acceptable risk levels.
• Identified process inefficiency and ineffective allocation strategies, delivering significant improvements through automation of reporting and allocation functions, eliminating redundant processes and taking advantage of synergies to improve productivity.
• Improved Telstra’s negotiating position by consolidating governance of vendor relationships, enabling purchasing relationships to be managed and negotiated at a business unit level, rather than an individual project level.

Senior Manager, IT Finance and Governance

I led a small team of consultants supporting IT purchasing management functions for Telstra, ensuring optimal value and performance from IT vendors and suppliers.

My responsibilities included:
• Conducting market research and analysis to identify and evaluate IT vendors and suppliers.
• Preparing and issuing requests for quotations and purchase orders for IT services, in accordance with Telstra’s procurement policies and procedures.
• Negotiating and finalising statements of work with vendors and suppliers, ensuring compliance with Telstra’s commercial requirements and standards.
• Managing and monitoring agreements throughout their lifecycle, ensuring timely delivery, performance, and payment of IT services.
• Resolving any issues or disputes that arise between Telstra and IT vendors and suppliers, escalating them as needed.
• Reporting and presenting on IT agreement management activities and outcomes, providing insights and recommendations for improvement.

Key Achievements:
• Streamlined the calculation and processing of allocations, journals and accruals through automation and improved process efficiency, resulting in greater accuracy of information and reduction in processing times, improved capacity for storing and handling data, faster and better reporting capabilities, and improved relationships with key programme stakeholders.
• Improved the working relationship with key vendors by developing strong rapport, assisting with negotiating better prices and terms, and significantly reducing invoice disputes.
• Repaired a previously strained internal relationship with project analysts in Enterprise Services by improving transparency.
• Increased engagement and morale of team members by ensuring they understood how their work benefited the business, improving the effectiveness of the team’s contribution.

Commercial Lead, IT Procurement and Contract Management

I supported various clients in the manufacturing, retail, and distribution sectors with their logistics and supply chain needs.

My responsibilities for clients included:
• Coordinating and executing logistics and supply chain activities, such as purchasing, transportation, warehouse and distribution management, and inventory management.
• Ensuring compliance with logistics and supply chain policies, procedures, and regulations, such as safety, quality, and environmental standards.
• Monitoring performance, identifying and resolving issues and risks.
• Building and maintaining strong relationships with key stakeholders across the value chain, including suppliers, distributors, retailers, and customers.

As a business owner, I was also responsible for:
    • Risk management
    • Management accounting and business economics
    • Financial statements, business taxation, payroll, and withholding

Logistics and Supply Chain Specialist

Operational governance, transparency & accountability | HR, Finance, Procurement, IT | 20+ years solving corp challenges | Chief of Staff, Executive or Lead Advisor | Now available, permanent or contract, in UK & Ireland

I’m an experienced corporate governance and business operations leader who delivers operations transparency and governance for global firms, specialising in back office operations such as IT, finance, procurement, and HR.

I also advise on improvement initiatives to integrate these units better, which improves the experience for stakeholders.

I have a proven track record of delivering successful initiatives across international borders, and providing ongoing leadership. I lead entire improvement cycles – from discovery and advice to planning and delivery – and ensure that the solutions I provide are sustainable and scalable.

Some of my key achievements include:
• Developing and implementing a management accounting framework that increased transparency, accountability, and efficiency for an IT organisation responsible for over $300m in expenditure.
• Establishing and enforcing governance policies and standards that ensured compliance with company policies, strategies, and best practices. This impacted multiple asset portfolios valued at over $1bn.
• Optimising productivity and efficiency using data-driven tools and methodologies.
• Identifying and advising solutions for a range of IT, financial, and HR issues in a major corporate transformation programme at an FT Global 500 firm.
• Managing communication and building trust between departments with strained relationships.
• Offering the frank and fearless advice required for effective executive decision making.

I’m passionate about continuous improvement and innovation, and I’m always looking for new ways to add value. I drive a management culture that incentivises improvements in value and effectiveness. I also enjoy mentoring and coaching others, sharing my insights and best practices.

I am available for permanent executive or Chief of Staff opportunities and to lead consulting engagements in the UK, Ireland and EU/EEA. Location and travel are negotiable.

I am also available for offshore opportunities if travel requirements are reasonable, or if the position is remote.

If you’re looking for a trusted advisor who can improve your firm’s governance and transparency, or an executive focused on delivering a continuous improvement management culture that drives both value and results, reach out by DM.

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David Sardi

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