Functional Skills
Business Analytics
Business Planning
Commercial Strategy
Corporate Finance
Customer Segmentation
Financial Due Diligence
Financial Modeling
Financial Planning & Analysis (FP&A)
Financial Statement Preparation
Forecasting / Projections
Growth Strategy
Market Research
Strategic Planning
Strategy Development
Software Skills
Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Languages
English
German
French
Bulge Bracket Investment Banks
Fortune 500
Experience
Bond/Wooley, Inc.
Management Consulting
Lead Strategy Consultant
2/2003 - Present
•Head teams which advise small to large, domestic and international companies to develop strategic growth and funding plans.
•Specialize in performing detailed financial modeling and five year forecasts.
•Other services include valuation, sensitivity analysis, pricing strategies, growth strategies, market analysis, competitive analysis, customer segmentation, marketing analysis, consumer research and business plan writing.
•Specialize in performing detailed financial modeling and five year forecasts.
•Other services include valuation, sensitivity analysis, pricing strategies, growth strategies, market analysis, competitive analysis, customer segmentation, marketing analysis, consumer research and business plan writing.
The New School
Corporate Strategy & Development
Strategy Consultant
7/2010 - 2/2011
•Conducted analysis for leading liberal arts university to evaluate online education growth opportunities.
•Researched state of online education market as well as the school’s current online education delivery model.
•Evaluated current marketing efforts to identify opportunities to increase both online and on-ground student enrollment.
•Identified critical internal capabilities to exploit this potential.
•Created financial models to size the opportunity ($100M FCF over 6-10 years).
•Researched state of online education market as well as the school’s current online education delivery model.
•Evaluated current marketing efforts to identify opportunities to increase both online and on-ground student enrollment.
•Identified critical internal capabilities to exploit this potential.
•Created financial models to size the opportunity ($100M FCF over 6-10 years).
American Express Company
Corporate Strategy & Development
Strategy Consultant
5/2008 - 6/2008
Merchant Services North America, Strategy & Business Development Group, Strategy Consultant
•Participated in 3 to 5 year growth plan aimed at increasing revenues by 20%.
•Project evaluated needs of merchants in order to develop new products and services to increase merchants’ values.
•Conducted primary and secondary research to determine current challenges of merchants.
•Aided in prioritizing the most important needs of merchants which best aligned with American Express’ capabilities.
•Participated in 3 to 5 year growth plan aimed at increasing revenues by 20%.
•Project evaluated needs of merchants in order to develop new products and services to increase merchants’ values.
•Conducted primary and secondary research to determine current challenges of merchants.
•Aided in prioritizing the most important needs of merchants which best aligned with American Express’ capabilities.
Citigroup
Corporate Strategy & Development
Strategy Consutant
11/2006 - 2/2007
Strategic Delivery Group, Credit Cards, Strategy Consultant
•Further developed company’s strategies to increase share in the cash advance market.
•Spearheaded initiative to develop strategies to target various cash advance fulfillment channels (i.e., ATMs, checks, tellers). Resulted in discovery of $80 million of potential additional annual revenues.
•Evaluated current financial profile of various card members to further segment the cash advance market and reduce risk.
•Further developed company’s strategies to increase share in the cash advance market.
•Spearheaded initiative to develop strategies to target various cash advance fulfillment channels (i.e., ATMs, checks, tellers). Resulted in discovery of $80 million of potential additional annual revenues.
•Evaluated current financial profile of various card members to further segment the cash advance market and reduce risk.
MasterCard Worldwide
Corporate Strategy & Development
Strategy Consultant
2/2003 - 7/2006
•Led team which conducted market research for issuing bank to determine market opportunities. Analysis included determining market growth areas and competitive landscape, and evaluating competitors' product offerings.
•Performed financial modeling and quantitative analysis for issuing bank, including analyzing customer profitability, demand trends, cost structures, and business processes to focus strategies and identify savings in product launch and service processes.
•Performed financial modeling and quantitative analysis for issuing bank, including analyzing customer profitability, demand trends, cost structures, and business processes to focus strategies and identify savings in product launch and service processes.