Jana Duncan

Senior Managing Director
San Francisco
Duncan Jana SharePoint 11292022 1

Jana Duncan, a Senior Managing Director at P&C Global, is the influential leader of the Corporate Performance practice worldwide and a key member of the Strategy & Innovation, Mergers & Acquisitions, and Digital Transformation practice groups. With over 25 years of experience, Jana specializes in corporate performance optimization, turnarounds, digital transformation, change management, and corporate strategy and innovation. Her industry expertise spans across financial services, private equity, high-tech, professional services, logistics, and travel & transportation.

Jana’s professional journey began at General Electric, where she held various roles of increasing responsibility, culminating in her contribution to mergers and acquisitions, capability development, and transformation initiatives in the company’s Corporate Development organization. She then held several positions at HSBC, Royal Bank of Scotland, and T5 Capital, leading corporate development functions that successfully executed complex acquisitions and strategic divestitures across North America, Europe, the Middle East, and Oceania.

Academically, Jana holds a dual-major Bachelor of Science degree in Engineering and Business from the University of Cambridge, a Master of Science in Chemical Engineering (MEng) from Imperial College London, and an Executive MBA in International Finance from MIT Sloan School of Management. Her postgraduate credentials include an Executive Certificate in “Global Management, Digital Transformation & Innovation: AI for Business” from INSEAD, and she holds the Chartered M&A Professional (CMAP) global certification from the American Academy of Financial Management.

In her advisory role at P&C, Jana collaborates with clients across all industries, creating and implementing optimized, award-winning digital business processes in support of transformation, performance improvement, and organizational agility initiatives.  Recent examples of her engagements include:   

  • Financial Services Firm Turnaround: Jana led a team that worked with a struggling financial services firm. They implemented a comprehensive corporate performance optimization strategy that resulted in a 35% increase in operational efficiency and a 50% reduction in overhead costs. This turnaround saved the company from potential bankruptcy and positioned it for future growth.
  • Digital Transformation in Logistics: Jana spearheaded a digital transformation initiative for a global logistics company. The project involved the implementation of advanced analytics and machine learning algorithms to optimize supply chain operations. The result was a 45% improvement in delivery times, a 30% reduction in logistics costs, and a significant increase in customer satisfaction.
  • Private Equity Firm Acquisition Strategy: Jana advised a private equity firm on the acquisition of a high-tech startup. She developed a detailed due diligence process, identified potential synergies, and helped negotiate the deal. The acquisition was successful, leading to a 60% increase in the firm’s portfolio value within two years.
  • Professional Services Firm Performance Improvement: Working with a leading professional services firm, Jana implemented a performance improvement plan that involved process optimization and change management. The initiative resulted in a 40% increase in billable hours and a 20% improvement in client satisfaction scores.
  • Travel & Transportation Company Digital Innovation: Jana guided a travel and transportation company through a digital innovation project. This involved the development of a mobile app and an overhaul of the company’s online booking system. The project led to a 70% increase in online bookings and a significant improvement in the customer experience.

Jana Duncan is a vibrant personality whose warmth and thoughtfulness are evident in her professional interactions. She has a unique ability to establish genuine connections with clients and team members, fostering a work environment that is both positive and collaborative.

Beyond her professional commitments, Jana is a devoted wife and mother. Her love for the performing arts is deep-seated and her role at P&C Global, which involves frequent worldwide travel, provides her with ample opportunities to indulge in this passion. She relishes the chance to immerse herself in the rich tapestry of different cultures and art forms that she encounters on her travels.

Reflecting on her journey, Jana shares, “At P&C Global, we see ourselves not just as consultants, but as dedicated partners invested in the success of our clients. My experience here has been nothing short of extraordinary. I’ve had the privilege of working with diverse teams, helping businesses unlock their full potential, and looking ahead, I see a future filled with endless possibilities. One of my greatest sources of pride is the role I’ve played as a mentor to the rising stars within P&C Global. Seeing these individuals rapidly ascend to senior leadership positions, witnessing our clients excel, and being part of an organization that truly values talent and fosters growth and lifelong learning – these are the moments that make my journey truly rewarding.”

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Past Experience

T5 Capital
Head of Portfolio Management

Royal Bank of Scotland
Managing Director,
Program Management – Corporate Development

HSBC
Group Director,
Corporate Development

General Electric
Senior Manager,
Corporate Development

Academic Credentials

University of Cambridge
Dual-Major
BSc, Engineering and Business

Imperial College London
Master of Engineering (MEng), Chemical Engineering

Sloan School of Management
Massachusetts Institute of Technology
EMBA, International Finance

Postgraduate Credentials

INSEAD
Executive Certificate,
Global Management, Digital Transformation & Innovation:  AI for Business

American Academy of Financial Management
Chartered M&A Professional (CMAP)

Domain Expertise

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