SUMMARY

• Experience across Fortune 500 firms in business strategy, big data analytics and financial modeling
• Versatile manager with exposure to multiple business functions including sales, marketing and legal
• MBA from Confidential Business School; BA from University of Confidential

TECHNICAL SKILLS

• SQL
• Excel
• PowerPoint and BPC

PROFESSIONAL EXPERIENCE

Confidential - New York, NY

Finance Director

Responsibilities:

• 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 Product Profitability project status presentations for senior management and executives identifying progress, assumptions used, key challenges ahead and expected timelines
• Documented month end financial closing procedures by identifying sequence of events, key dates, systems used and process owners. Documented procedures facilitated future month end closings
• Defined and analyzed key areas of the business, including product profitability and student retention
• Mapped and streamlined content development activities for an estimated $500K savings

Confidential - New York, NY

Strategy Consultant

Responsibilities:

• Analyzed customer trends using qualitative research and identified increased use of remanufactured engine parts over original parts. Analyzed 200K original engine parts with SQL and estimated profitability to remanufacture them. Created a business case to remanufacture 7K new parts for an incremental $20M revenue
• Developed detailed profitability of 200K SKU's by geography, customer and channel. Utilized SKU size and weight to allocate warehousing and shipping expenses for more accurate expense estimate. Developed servicing and warehousing strategies which led to 5% cost reduction
• Reviewed senior leadership compensation structure and identified misaligned bonuses and objectives. Designed new compensation structure to better align incentives to desired behaviors and results
• Managed contact between client data leads and consulting team during data collection and analysis
• Created and led "Introduction to SQL" training course for new employees

Confidential - New York, NY

Business Analytics Manager

Responsibilities:

• Developed financial models, analyzed customer financials and developed business cases to present to senior leadership. Worked in cross functional teams to implement new initiatives
• Analyzed the profitability of test accounts during the first 5 years since acquisition. Identified a customer acquisition opportunity for sub-prime customers with 680-700 FICO scores. Developed a business case for new customer acquisition strategy for an incremental $7M in revenue
• Segmented $500M in troubled debt by debt age, debt per customer, customer payment history and customer FICO scores. Provided decision support to create a collections strategy maximizing ROI
• Forecasted $200M credit reserves for the US Confidential Cards. Tracked and forecasted delinquency rates per segment and presented results to Chief Credit Officers and business partners
• Managed 1M relationship with Argus Consulting - an external consulting firm
• Won the Paul Hough Strategy award by creating a business case for a new airline cobrand card

Confidential - McLean, VA

Business Analytics Manager

Responsibilities:

• Examined 50M records using SQL and identified increased fraud rates in gas station transactions followed electronic store transactions. Estimated financial impact of fraud loss vs. customer satisfaction and developed a business case to decline high risk transactions for $5M in fraud savings
• Analyzed 20M records using SQL and SAS and identified customer "Close to Home" spending patterns. Identified very low fraud rates in transactions within customer's zip code. Developed a business case for a decline override strategy for transactions less TEMPthan $20 which led to an incremental $3M revenue
• Oversaw a comprehensive review of customer inbound verification procedures across multiple channels and implemented a simplified process with $5M in savings

Confidential

Investment Banking Associate

Responsibilities:

• Spearheaded renegotiations of distressed loans, generating $3M in fees
• Performed financial statement analysis. Negotiated with customers and lawyers the setting of new covenants and extended repayment schedules in exchange for increased collateral and interest rates
• Prepared economic sectorial reports used by corporate bankers to assess health of client's industries

Confidential

Senior Financial Analyst

Responsibilities:

• Analyzed qualitative and quantitative research to size markets for new product introductions into the Andean region. Built financial models to forecast investment, break even and ROI of new products and presented results to country CEO. Received approval to launch 5 new products to the Andean region
• Coordinated cross-functional teams to develop business plans for new products, including identifying KOL's, marketing and sales strategies. New products accounted for 15% of '07 budget
• Managed $500K relationship with IMS Health - an external consulting firm
• Provided financial decision support to Product Managers in cardiovascular and Neurological portfolios
• Implemented a monthly dashboard in Tableau to track product and portfolio key metrics