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Work Background
Independent Consultant - Data Engineering & Analytics
FreelanceIndependent Consultant - Data Engineering & Analytics
Feb. 2023- Develop data and analytics strategy, architecture, and processes - Produce data products, data pipelines, integrations, analysis, A/B testing frameworks, automations, and actionable business recommendations - Work with a diverse portfolio of clients across various industries, including fintech, communications, e-commerce, healthcare, and education
Head of Product Analytics for Personal Loans
UpstartHead of Product Analytics for Personal Loans
Apr. 2022 - Feb. 2023Boston, Massachusetts, United States- Worked closely with the product, engineering, and FP&A teams to instrument data, establish frameworks for A/B testing and other analyses, provide guidance for new product features to build and test, and connect the dots between different data trends and opportunities on both sides of the platform marketplace - Increased profitability by 25% by guiding development of machine learning pricing models based on fee sensitivity - Reduced time needed to run A/B tests by 30% to get actionable insights to improve UX and funnel conversion - Developed a weekly business review to identify product opportunities for stakeholders, e.g. multi-bank counter offers - Improved sub-segment pricing by tying together external and internal data to analyze the competitiveness of our offers in different customer segments and how that translated to product funnel performance and financial results - Led weekly cross-functional efforts to forecast and measure impacts of product updates for c-staff prioritization - Identified and sized opportunities for balancing different types of lender supply with demand by customer segment, e.g. specific lending partners increasing max APR to originate more prime loans - Led cross-team alignment, compliance, and implementation in dbt and Looker to standardize product data model
Senior Analytics Manager / Group Product Manager, Data & Analytics
ZendeskSenior Analytics Manager / Group Product Manager, Data & Analytics
Jan. 2018 - Apr. 2022San FranciscoSENIOR DATA PRODUCT MANAGER / GROUP PRODUCT MANAGER (2021-2022) - Led analytics strategy and roadmap prioritization with VPs for Sales, Customer Success, GTM Ops, Rev Ops, and Finance - Created B2B SaaS metrics and provided source-of-truth datasets (eg ARR, churn/contraction/renewal rates) - Provided playbooks for getting data into and out of ERP and CRM systems (eg Zuora, Stripe, Salesforce, Gainsight) - Oversaw engineers, data scientists, and business intelligence analysts in creating source of truth data infrastructure, user-friendly dashboards, and analysis to drive executive and operational decisions - Coordinated with business leads to define and incorporate updated customer segmentation (e.g. new criteria for SMB vs. enterprise for different sales motions) into GTM systems and downstream reporting MANAGER OF CUSTOMER ANALYTICS / SENIOR MANAGER OF ANALYTICS (2018-2021) - Closely supported GTM and finance functions, creating B2B SaaS metrics and providing source-of-truth datasets (e.g. ARR, churn/contraction/renewal rates), and providing guidance and playbooks for getting data into and out of ERP (e.g. Zuora, Recurly, Stripe) and CRM (e.g. Salesforce, Gainsight) systems - Defined, aligned, and implemented KPIs and attributes across Sales, Marketing, Customer Success, Finance, Ops, and Data orgs; e.g. bookings including newly acquired businesses and renewal rate tying with churn and contraction
Lead Economist
Bureau of Economic AnalysisLead Economist
Jan. 2006 - Dec. 2017Washington D.C. Metro AreaLEAD ECONOMIST (2014-2017) - Led 5 analysts in analyzing and processing data from 10k businesses & developing new public data products - Coordinated development of 5 foreign direct investment surveys ahead of schedule and under budget - Set requirements and led user acceptance testing for new custom enterprise data warehouse and analysis platform ECONOMIST (2006-2014) - Halved analysis time for monthly processing of data from 11 surveys (15k companies and 400 transaction types) by streamlining ETL pipelines and analytical processes - Enhanced accuracy of published data series by creating a quarterly interpolation algorithm, refining seasonal trend analysis, and redesigning cross-functional team workflows - Directed migration of 20 estimation models in various programs into SQL-based code in new system - Co-authored & edited articles for the bureau's publication, Survey of Current Business Received highest bureau-level award for "Superior Federal Service" in 2008, 2011, 2014, and 2016
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