Functional Skills
Business Intelligence
Commercial Due Diligence
Commercial Strategy
Customer Experience
Go-to-market Strategy
Leadership Development
Operations Management
Portfolio Optimization
Pricing Strategy
Project Management
Sales and Operations Planning (S&OP)
Strategic Planning
Systems Integration
Business Planning
Integration Management (IMO)
Software Skills
Hubspot
Jira
Microsoft Office
Microsoft PowerPoint
Microsoft Excel
Microsoft Excel Macros
Sector Experience
Business Services
Financial Services
Healthcare
Real Estate
Travel & Hospitality
Notable Clients
Caterpillar
Citigroup
Coca-Cola
Mylan
Viatris
Bulge Bracket Investment Banks
Experience
StayMarquis
Start-Up
Chief Operating Officer and Chief Revenue Officer
4/2020 - 2/2024
• Devised and executed corporate strategy at the highest level with cofounding team, orchestrating cross-functional collaboration to achieve internal milestones and drive a 10% NI Margin expansion YoY in 2023
• Supported internal capital raising efforts and M&A due diligence for both buy-side targets and sell-side acquirors
• Led product development of performance dashboards aimed at proactively signaling optimization opportunities and risk areas
• Led Business Transformation efforts, outlining internal policies and procedures, to facilitate a seamless customer experience
• Drove topline growth from $6.6MM in 2019 to $15.4MM in 2023 (24% CAGR) through value-based inventory prioritization
• Created forecasts and financial scenario analyses at most granular levels to support business cases and lead OKR process
• Owned GTM strategy and operations, creating a playbook and SOPs for onboarding, account management, and sales teams
• Productized analytical tools, a dynamic pricing model
• Supported internal capital raising efforts and M&A due diligence for both buy-side targets and sell-side acquirors
• Led product development of performance dashboards aimed at proactively signaling optimization opportunities and risk areas
• Led Business Transformation efforts, outlining internal policies and procedures, to facilitate a seamless customer experience
• Drove topline growth from $6.6MM in 2019 to $15.4MM in 2023 (24% CAGR) through value-based inventory prioritization
• Created forecasts and financial scenario analyses at most granular levels to support business cases and lead OKR process
• Owned GTM strategy and operations, creating a playbook and SOPs for onboarding, account management, and sales teams
• Productized analytical tools, a dynamic pricing model
AlixPartners
Management Consulting
Management Consultant
3/2018 - 4/2020
● M&A integration assessment – Viatris (NASDAQ: VTRS)
• Led M&A integration assessment and post-close business transformation efforts for $25B+ market cap combined entities
• Owned the creation of pro forma financial models for combined entities for $3B+ revenue segment, focused on APAC
● Commercial Strategy, Portfolio Optimization – Mylan (NYSE: MYL)
• Led commercial excellence assessment for $1B+ market segment through a mix of ROI measurement and logistical planning at the sales rep and market levels to identify $330M of potential value in Japan, Australia, and New Zealand
• Managed global product portfolio optimization efforts for 25,000+ SKUs, identifying $50M of potential value
● Supply Chain Reconfiguration & M&A Assessment – Caterpillar (NYSE: CAT)
• Developed and implemented an M&A strategy framework to enhance decision-making at
• Led M&A integration assessment and post-close business transformation efforts for $25B+ market cap combined entities
• Owned the creation of pro forma financial models for combined entities for $3B+ revenue segment, focused on APAC
● Commercial Strategy, Portfolio Optimization – Mylan (NYSE: MYL)
• Led commercial excellence assessment for $1B+ market segment through a mix of ROI measurement and logistical planning at the sales rep and market levels to identify $330M of potential value in Japan, Australia, and New Zealand
• Managed global product portfolio optimization efforts for 25,000+ SKUs, identifying $50M of potential value
● Supply Chain Reconfiguration & M&A Assessment – Caterpillar (NYSE: CAT)
• Developed and implemented an M&A strategy framework to enhance decision-making at
MarketShare
Data Science / Analytics
Strategy Analyst – Manager
4/2015 - 2/2018
• Worked on a mix of consultancy and custom analytical software solutions to implement data driven process for $5B+ marketing investment decisions across Fortune 500 clients in auto, financial services, telecom and retail industries
• Partnered with and managed internal data science and product teams to advise on variable selection for time-series econometric models in order to ensure the quality and timeliness of client deliverables
• Owned the development of a sales forecasting and marketing resource optimization tool integrating multiple data sources
• Actively participated in BD efforts focused on helping potential clients quantitatively test marketing effectiveness hypotheses
• Partnered with and managed internal data science and product teams to advise on variable selection for time-series econometric models in order to ensure the quality and timeliness of client deliverables
• Owned the development of a sales forecasting and marketing resource optimization tool integrating multiple data sources
• Actively participated in BD efforts focused on helping potential clients quantitatively test marketing effectiveness hypotheses
Barclays Capital
Finance
Financial Analyst
7/2014 - 4/2015
• Prepared and analyzed financial statements for SPV/SPEs, assisting in valuation and portfolio reconciliation
• Performed variance and trend analyses for equity trading desks’ positions, both internally and against street consensus data
• Prepared consolidated financial statements for external auditors and government agencies in GAAP and IFRS
• Performed variance and trend analyses for equity trading desks’ positions, both internally and against street consensus data
• Prepared consolidated financial statements for external auditors and government agencies in GAAP and IFRS