Courtney Jackson

In 2023, I was promoted from a Partner, where I focused on client service delivery and business development, to ScottMadden’s corporate Chief Operations Leader reporting to the CEO. My expanded leadership role includes accountability and oversight of multiple functions within ScottMadden. In alignment with our mission, vision, and values, I develop annual strategic plans, set and monitor budgets, and govern each functional area to drive results and provide excellent customer experience.

Key responsibilities include:

• Marketing: Position the firm as a market leader to drive business growth. Promote ScottMadden’s services and capabilities by building brand awareness and attracting new clients; conduct market research to understand market trends, client needs, and competitive landscape; oversee digital marketing strategy to enhance our online presence, including website, social media profiles, and promotional campaigns; create content development and execution strategy; generate leads through customer relationship management technology; measure and analyze the effectiveness to optimize strategies based on data and feedback.
• Corporate Responsibility (Diversity & Inclusion): Collaborate with D&I Director and Steering Committee on producing annual corporate responsibility report; review and approve employee D&I focused communications; evaluate and approve D&I programs (e.g., ERGs)
• Compensation: Set compensation strategy with Executive team to provide fair and equitable compensation packages to employees; conduct annual market review to evaluate potential adjustments for consultants and staff positions
• Benefits: Design benefit programs for health and welfare and profit-sharing plans; conduct annual health and welfare review with benefits administrator
• Performance Management: Develop and implement performance management programs to encourage employee growth; establish process to evaluate performance against competences; create project and annual evaluation forms, performance improvement plans, and personal development plans; develop and execute career advancement / promotion policies; create competency ladder for all levels and positions
• Employee Relations: Create workplace policies and procedures to ensure compliance with labor laws and company standards and ensure adherence to policies and regulations; develop programs and initiatives to enhance employee morale, satisfaction, and engagement; resolve conflicts and mediate disputes between employees to ensure a harmonious work environment
• Talent Acquisition: Source, recruit, hire and onboard top talent for MBA, experienced, analyst (undergraduate), intern, and corporate staff positions; develop sourcing strategy, document interview and hiring processes, create case studies, develop interview guides and supporting tools and templates; train and onboard new hires
• Talent Development: Establish and maintain learning and development strategy by level and competency; create curriculum and learning modules; liaise with external vendors for technical training support; deliver consultant focused training
• Knowledge Management: formulate a knowledge management (KM) strategy to ensure that we effectively capture, share, utilize and retains knowledge; create client data retention policies for data security; create and launch sharepoint site for storing intellectual property
• Other Governing Committees: Budget, Information Security, Corporate Responsibility, Knowledge Management

• Operate as a company shareholder. Collaborate with leadership team and partners to build and execute firm strategy across all operational areas (people and talent, budgetary, process, policy, security, and financial planning).
• Facilitate CEOs, Executive Teams, and Boards through strategic planning processes and strategic scenario planning.
• Build and maintain industry and functional subject matter expertise across a variety of industries (e.g., higher education, non-profit, energy/utility, healthcare, defense, and retail); foster client relationships within each
• Serve as a trusted advisor offering expertise and knowledge in the areas of Human Capital Management, Process Improvement, Financial Services/Payroll, Diversity, Equity, and Inclusion, and Technology Solutions
• Identify, coach, develop, and grow talent to support the needs of our clients and growth of the firm
• Facilitate the creation of business plans, mission statements, and visions

• Identified business development opportunities and collaborate with Partners to pursue
• Developed high-performing teams by mentoring, training, and managing junior consultants to aid in professional growth
• Managed project budgets effectively to ensure optimal use of resources and to deliver on time and on budget
• Leveraged professional networks and produced thought leadership to strengthen client relationships
• Designed and implemented leading practice service delivery models for organizations across multiple industries in the areas of Human Resources, Finance, Marketing/Communications, IT, Legal, and Research; drove cost savings and improved user experience results
• Redesigned processes, restructured organizations, evaluated, selected, and implemented technologies, developed knowledge content, created and delivered training, managed change plan, and stabilized operations

• Conducted operational assessments including a comprehensive review of elements including (but not limited to) process efficiency, performance data and metrics; use of technology; organizational design and structure; and roles and responsibilities.
• Redesigned policies and processes to improve efficiency and effectiveness
• Designed and implemented leading practice service delivery models (shared services).
• Managed projects including :budget, project plan, and people.

• Streamlined operational efficiency by identifying ares for improvement and proposing actionable solutions.
• Conducted operational assessment and cost analyses.
• Harmonized policies that led to increased compliance.
• Facilitated workshops to design and improve processes that led to significant time savings and cost reductions.
• Identified potential risks and developed mitigation plans to minimize impact on timelines.
• Analyzed data to identify trends and anticipate customer needs.
• Built models to evaluate scenarios and business cases

• Performed financial and economic analysis for legal disputes, prepared independent expert reports, and performed corporate valuations
• Valued convertible shares and options and prepared independent expert reports
• Evaluated shareholder terms and conditions, control premiums, and ownership structures and prepared expert witness testimony
• Determined future value of royalty streams generated by and valued settlement negotiations

• Led multi-cultural and cross-functional data integrity team in asset recovery investigation for Holocaust victims of a large Swiss bank
• Utilized relational databases, including Oracle and Access applications, to interpret, analyze and standardize over 600,000 accounts and two million individuals
• Commissioned data exception reports, verified account information, and created solutions to minimize data inconsistencies prior to worldwide publications
• Created cash flow models, analyzed performance trends and ownership/capital structures, and created damage claim models for litigation proceedings
• Performed forensic investigations to uncover fraudulently reported business and accounting transactions

Created discounted cash flow models and valuation multiples to value companies in technology, pharmaceutical, and defense industries and wrote valuation reports