Languages
English
Spanish
Fortune 500
Experience
Kaplan, Inc.
Corporate Strategy & Development
Strategy Director
2/2017 - 1/2018
• Spearheaded project to improve P&L accuracy by creating a financial model to allocate $80M G&A expenses to productive business units. Improved P&L is used to direct funds to higher ROI businesses
• Reconciled $14M in content development sub-ledger accounts to the productive business units
• Prepared and presented monthly project progress and key challenges update to senior management
• Reconciled $14M in content development sub-ledger accounts to the productive business units
• Prepared and presented monthly project progress and key challenges update to senior management
Galt and Company
Management Consulting
Consultant
8/2015 - 12/2016
• Analyzed qualitative industry research and identified a shift in customer purchasing in aftermarket parts. Created financial model to estimate profitability to remanufacture parts. Designed growth strategy to remanufacture parts for an incremental $20M revenue
• Reviewed warehousing logistics in the food retail industry and identified inefficiencies. Developed new regional warehouse distribution strategies per SKU for 5% cost reduction
• Reviewed warehousing logistics in the food retail industry and identified inefficiencies. Developed new regional warehouse distribution strategies per SKU for 5% cost reduction
American Express
Corporate Strategy & Development
Business Analytics Manager
8/2013 - 8/2015
• Leveraged external and internal data to identify and quantify revenue and margin growth opportunities. Synthesized analysis results into actionable recommendations
• Disaggregated and analyzed profitability drivers for sub-prime customers. Developed a sub-prime customer acquisition strategy for an incremental $7M revenue
• Disaggregated and analyzed profitability drivers for sub-prime customers. Developed a sub-prime customer acquisition strategy for an incremental $7M revenue
Capital One
Corporate Strategy & Development
Business Analytics Manager
12/2011 - 8/2013
• Analyzed spending patterns in compromised accounts by industry, geography and credit limits. Isolated increased fraud rates to specific retailers and developed a business plan for $5M in savings
• Analyzed customer spending patterns and identified “Close to Home” segment. Developed a business case to override automated transaction declines for an incremental $3M in revenue
• Analyzed customer spending patterns and identified “Close to Home” segment. Developed a business case to override automated transaction declines for an incremental $3M in revenue
Interbank
Finance
Associate
8/2009 - 10/2011
• Renegotiated distressed loans in retail, manufacturing, healthcare, agriculture and waste disposal industries. Created financial models to assess client’s repayment ability. Negotiated new covenants, repayment schedules, collateral and interest rates. Generated $3M in fees
• Leveraged industry research and conducted primary research through in depth conversations with client management to accurately identify and model client’s product pipeline and forecasted revenue
• Leveraged industry research and conducted primary research through in depth conversations with client management to accurately identify and model client’s product pipeline and forecasted revenue
Pfizer
Corporate Strategy & Development
Senior Analyst
7/2003 - 8/2007
• Estimated ROI for launching new products in emerging markets. Sized markets, performed competitive benchmarking, developed pricing and distribution strategies. Presented recommendations to senior leadership and received approval to launch 5 new products
• Coordinated product launch with cross functional teams. Developed marketing plans, sales strategy and general market access problem solving. New products accounted for 15% of ’07 budget
• Coordinated product launch with cross functional teams. Developed marketing plans, sales strategy and general market access problem solving. New products accounted for 15% of ’07 budget