Functional Skills

Procurement
Project Management
Artificial Intelligence
Accounting
Communications
Business Development
Budgeting
Data Governance
Business Intelligence
Sales and Operations Planning (S&OP)

Software Skills

MicroStrategy
Artificial Intelligence
Microsoft PowerPoint
PowerBI
Microsoft Excel

Certifications

CAPMCertified Associate in Project Management
CPACertified Public Accountant

Sector Experience

Business Services
Financial Services
Technology
Big 4 Accounting
Fortune 500
Top Consulting Firms

Experience

Magnit Data Science / Analytics
Vice President, Strategic Advisory
6/2021 - 6/2023
• Project Management: Led collaborative projects between Client Services, analytics, IT, sales, and marketing teams, which created whitepapers, data flows, and scalable dashboards resulting in business growth, increased client satisfaction and active lead conversations.
• Process Creation: Developed a streamlined process using MS Forms, Power Automate, MS Lists, and TIBCO Spotfire to capture 1,000+ data requests per month, improving team efficiency by 30% and enabling individuals to cover between 3x and 6x the number of accounts.
• Corporate Integrations: Managed the smooth integration of data, software, and personnel during the acquisition of multiple companies ranging from 19 employees to 1,200, ensuring continuity and synergy. Acted as the decision maker on sunsetting vendor technologies resulting in $200K in avoided annual costs.
• Dashboard Rollout: Implemented a new standard and scalable Spotfire dashboard across 50 clients leveraging team data scientists, collaborating with s

Magnit Data Science / Analytics
Senior Director, Strategy, Analytics & Metrics
8/2019 - 6/2021
• Sales Demonstrations: Presented data-driven insights and capabilities during sales demonstrations, contributing to $1.2bn in successful deal closures within the last 3 years.
• Global Compliance & Tax Dashboard: Oversaw and project managed the creation of compliance and tax content into a user-friendly dashboard for a global pharmaceutical client generating $70K in net new revenue.
• Data Privacy Contracts: Developed a contract addendum in tandem with corporate General Counsel to ensure data compliance and facilitated the execution process for clients during company integration.
• Contract Establishment: Reviewed and approved contract language to ensure terms, SLAs, and compliance, avoiding financial penalties and maintaining successful partnerships.

Magnit Data Science / Analytics
Director, Strategy, Analytics, and Metrics
7/2017 - 7/2019
• Global People Management: Supervised a 45-person international team of client-facing analysts, fostering growth, communication, and high performance.
• 360° Relationship Management: Cultivated strong relationships with clients, suppliers, and internal teams, promoting satisfaction and loyalty. Satisfaction ratings across all audiences has consistently exceeded 95%

Magnit Data Science / Analytics
Senior Manager, Strategy, Analytics, and Metrics
5/2016 - 6/2017
• Executive Presentations: Delivered engaging presentations to Procurement and HR leaders, providing actionable insights for strategic decision-making and cost savings.
• Process Automation: Replaced manual processes with automated solutions, eliminating errors and improving efficiency for a $1.6B annual spend client.
Manager, Strategy, Analytics, and Metrics May 2013 – April 2016
• Process Efficiencies: Improved requisition fulfillment performance for a financial services client by 12% through data monitoring and best practices. Leveraged technology to enhance digital experience.
• Automated Auditing & Data Governance: Implemented automated auditing tools and a data governance framework, improving data integrity, compliance, and client trust.

Magnit Data Science / Analytics
Global Business Analyst, Strategy, Analytics, and Metrics
10/2012 - 4/2013
• Global Workforce Reporting: Conducted regular reporting processes and provided advanced analytics for a large international account, providing strategic insights and visibility.
• Cost Savings: Generated and optimized cost savings for global clients, regularly amounting to $10M+ of savings annually. Provided guidance on additional cost savings levers.
• Staff Augmentation Optimization Deep Dive: Conducted in-depth analysis to identify and address performance issues within a specific business unit, demonstrating expertise and providing recommendations.

Ally Financial Finance
Senior Financial Analyst
9/2011 - 9/2012
• Financially drive annual budgeting, monthly forecasting, pro-forma expense/cash flow modeling, and strategy impacting Capital Markets accounting for $150mm in operating expenses.
• Conducted financial ad-hoc analyses including contract analysis, investment analysis, and headcount & expense costing.

Ally Financial Accounting
Senior Mortgage Auditor
11/2009 - 12/2010
• Gather and analyze extensive data and interview bank personnel in order to understand the control environment and processes being audited.
• Design audit programs and testing strategies to execute audits to achieve desired audit objectives.

PricewaterhouseCoopers (PwC) Accounting
Experienced Associate
7/2007 - 12/2009
• Performed information technology audit work, including identifying and defining issues, developing criteria, reviewing and analyzing evidence, and documenting client processes and procedures.