Functional Skills
Business Operations
Sales Strategy
Data Transformation
Quality Control
Operations Management
Marketing Analytics
SQL Analysis
Financial Planning & Analysis (FP&A)
Business Analysis
Business Analytics
Business Intelligence
Commercial Strategy
Data Analysis
Data Visualization / Reports
Commercial Excellence
Software Skills
PowerBI
R
SAS
SQL
Microsoft Excel
Sector Experience
Business Services
Consumer Goods
Financial Services
Life Sciences & Pharma
Technology
Experience
Cascade Consulting Group
Management Consulting
Managing Partner
12/2023 - Present
Founded and currently manage a boutique consulting firm focused on data analytics, process automation, and go-to-market strategy
Built a custom Python-to-BigQuery pipeline integrating Stripe data for a digital news publisher, automating subscriber analytics and reducing reporting costs
Designed and implemented a standardized budgeting system and Power Query dashboards for an HVAC portfolio managing $50M+ in marketing spend across 18 brands
Developed an automated reporting framework combining ServiceTitan and Mailchimp data, producing brand and portfolio-level campaign performance dashboards
Built a BigQuery data model and used R and Power BI to analyze advisor engagement and trading behavior for a $250B asset manager, informing sales strategy and shortening time to first trade
Built a custom Python-to-BigQuery pipeline integrating Stripe data for a digital news publisher, automating subscriber analytics and reducing reporting costs
Designed and implemented a standardized budgeting system and Power Query dashboards for an HVAC portfolio managing $50M+ in marketing spend across 18 brands
Developed an automated reporting framework combining ServiceTitan and Mailchimp data, producing brand and portfolio-level campaign performance dashboards
Built a BigQuery data model and used R and Power BI to analyze advisor engagement and trading behavior for a $250B asset manager, informing sales strategy and shortening time to first trade
other
Data Science / Analytics
Senior Associate, Client Insights & Innovation
9/2020 - 12/2023
Led customer experience analytics across 1,200+ veterinary practices, designing a secret shopper program generating 3,000+ observations monthly
Built Power BI dashboards and reporting automation to track client experience KPIs and deliver real-time insights to 1,000+ field and home office stakeholders
Reduced data entry errors by 60% by designing automated quality control workbooks for mystery shopper and client experience data
Spearheaded a data transformation project by collaborating with contractors to design a back-end data warehouse for customer experience analytics
Built new Power BI dashboards to monitor, visualize, and automate reporting of CX and operational KPIs, enabling senior leadership to identify trends and improvement opportunities
Managed relationships with key vendors and supported pilot programs related to pricing transparency and patient access
Built Power BI dashboards and reporting automation to track client experience KPIs and deliver real-time insights to 1,000+ field and home office stakeholders
Reduced data entry errors by 60% by designing automated quality control workbooks for mystery shopper and client experience data
Spearheaded a data transformation project by collaborating with contractors to design a back-end data warehouse for customer experience analytics
Built new Power BI dashboards to monitor, visualize, and automate reporting of CX and operational KPIs, enabling senior leadership to identify trends and improvement opportunities
Managed relationships with key vendors and supported pilot programs related to pricing transparency and patient access
ZS Associates
Management Consulting
Decision Analytics Associate Consultant
9/2017 - 9/2020
Designed and maintained incentive compensation models for 1,400+ sales reps, managing $2M+ in quarterly bonuses using SAS, SQL, and Excel
Converted SAS-based incentive models to SQL, reducing processing time by 50% while handling datasets of 600k+ prescribers
Built quarterly sales compensation forecasts, territory alignments, and sales targeting strategies for multiple pharmaceutical clients
Created patient journey and customer segmentation analyses using SQL to inform marketing and digital engagement strategies
Designed and delivered KPI dashboards and brand performance scorecards for 35+ sales and marketing leaders
Collaborated with offshore analytics teams to automate workflows and deliver high-quality incentive and performance reporting
Converted SAS-based incentive models to SQL, reducing processing time by 50% while handling datasets of 600k+ prescribers
Built quarterly sales compensation forecasts, territory alignments, and sales targeting strategies for multiple pharmaceutical clients
Created patient journey and customer segmentation analyses using SQL to inform marketing and digital engagement strategies
Designed and delivered KPI dashboards and brand performance scorecards for 35+ sales and marketing leaders
Collaborated with offshore analytics teams to automate workflows and deliver high-quality incentive and performance reporting