* Accounting and Finance back-office support Series C start-up focused on leveraging technology and people to deliver superb customer experience; investors include Sequoia Capital and Index Ventures; raised $220M

* Lead a service delivery team of ~200 employees in SF, Nashville, and NYC that provides accounting and finance back-office support across fractional CFO and Controller Services, Tax, Bookkeeping, and AP & AR. P&L

* Drove 35% revenue increase through new customers and upsells and 15% margin point expansion through increased employee productivity and R&D initiatives focused on automation

* Increased CSAT from mid 50s to mid 70s through improved hiring and training, operational processes (re-org, central quality review), and tech automation

* Achieved 75+ employee engagement score despite three layoffs and significant change through transparency, training and development, and internal mobility opportunities

* Pioneering hospitality disruptor in alternative accommodations (raised $500M+); IPO January 2022

* Various general management roles from overseeing a single city to multiple cities

* Right-sized real estate portfolio by shedding low-performing units (low margin/poor experience) and adding 1,000+ high-performing units (15%+ profit margin/80+ customer satisfaction), which 2x revenue

* Pivoted operating models in Montreal, Boston, and NYC to adhere to change in regulations by shifting to a consolidated real estate portfolio focused on operating entire buildings as hotels

* Increased one-touch resolution by transforming guest experience model through front desk presence

* Led team of 150+ team across Real Estate and Operations. Maintained regional engagement score at ~80 despite numerous challenges during COVID-19

* Expansion: Owned strategy and pre-/post-launch of brick-and-mortar satellite locations, including real estate, property build out, sales team creation/engagement, business development, operations, merchandise, and marketing
• Omni-channel: Increased omni-channel presence by opening three locations in record time and delivering payback

* Operations: Oversaw Trunk Club’s alterations operations at seven locations (~6,000 garments/month) and managed 20 in-house tailors, the Nordstrom corporate alterations relationship, and 11 third-party tailoring outlets.
• Process improvement: Rebuilt alterations business by developing technology (in-house tailoring app) and incorporating data/analysis to improve experience while saving $150K/annual basis

Sole Associate supporting newly promoted research analyst in covering 14 companies
• Analysis: Developed and authored comprehensive company and industry notes by analyzing companies' financial performance, near- and short-term strategy, competitive landscape, and potential returns
• Thought leadership: Communicated company and industry insights and investment ideas to investors, sales team, and traders to build J.P. Morgan research platform in paper and packaging industries

Performed valuation analyses and created presentations for senior management teams that were utilized to evaluate M&A and financing opportunities for public and private companies. Retail: Potential ~$5bn buy-side cross-border transaction
• Financial analysis: Created operating store model with various store concepts and scenarios utilized for diligence and valuation
• Organizational leadership: Coordinated key elements of a live-deal process, such as fulfilling client and external deal team member requests to ensure smooth M&A transaction. Healthcare: Potential ~$1.5bn sell-side transaction
• Financial analysis: Collaborated with client's management team to build revenue model by establishing projections and benchmarks to arrive at potential sale value.
• Stakeholder management: Communicated with company's management team and buyer's advisers throughout diligence process to provide buyer with necessary information to conduct its due diligence