Functional Skills

Business Unit Strategy
Business Planning
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
CRM Selection / Implementation
Customer Experience
Cost Reduction
Data Visualization / Reports
Commercial Strategy

Software Skills

Data visualization
G Suite
Google Analytics
Microsoft Office
Netsuite
PowerBI
Quickbooks
Salesforce
Tableau

Sector Experience

Business Services
Consumer Goods
Financial Services
Media & Entertainment
Transportation & Logistics

Languages

English

Experience

Pearson Corporate Strategy & Development
Business Partner | Senior Financial Analyst
3/2021 - 2/2022
o Effectively partnered with school business leaders in a multi-national matrix organization to optimize overall performance and strategize for best financial outcomes.
o Initiated and led Supply Chain Optimization project which involved modeling shipping logistics and warehousing, and the coordination of laptops/peripherals/curriculum tracking.
o Spearheaded the Financial Planning and Analysis of the Business Operations departments and Marketing & Enrollment groups.
M. E. Incorporated Management Consulting
Business Owner | Management Consultant
12/2016 - 12/2020
o Owned and operated business consulting franchise Schooley Mitchell, which provided cost structure consulting and service optimization recommendations to C-level executives of SMEs and other organizations.
o Achieved 25-30% in average cost savings for over 20 SME corporate clients of various business models across several industries: colleges, non-profits, retail chains, technology, others.
o Conceived and optimized two major process steps for the entire franchise organization nationwide.
CLSA Americas Finance
Portfolio Sales Trader
10/2011 - 7/2016
o Created analytics reports on international financial instrument trading, and subsequently presented to corporate clients, generating multi-hundred-million-dollar orders from financial portfolio managers.
o Achieved +17% YoY commission ($15m) and +22% ($19m) in 2014 and 2015, respectively.
CLSA Americas Sales
Research Salesperson
9/2003 - 12/2010
o Sold equity research and investment guidance to Portfolio and Hedge Fund Managers, personally generating over $10 million in commission in three out of five years.
CLSA Americas Research
Research Analyst
9/2003 - 12/2010
o Created and presented comprehensive financial research reports to external portfolio and hedge fund managers as well as internal global management.
CLSA Americas Operations
Operations Analyst
10/1999 - 9/2003
o Analyzed all trading operations processes and issues, and presented daily analyses to external operational counterparts as well as internal global management, traders, and analysts.