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Work Background
TGG AccountingDirector of Product Management
Apr. 2022 - Apr. 2024Lafayette, Colorado, United StatesTGG Accounting is an outsourced accounting provider for SMBs. Designed and built two software applications (HUB & IRIS). Owned $2 million department budget. Managed 10+ person team (PM + LATAM development team). Responsible for product vision and roadmap. Direct report to COO. - HUB Analytics is a B2B application for CFO-led outsourced accounting teams to design / generate customized monthly financial reports for SMBs. HUB includes APIs to QuickBooks for automated data syncing and OpenAI to generate CFO-level commentary on business performance (Gen-AI). - IRIS is a proprietary, API-driven, internal business intelligence application providing 360-degree, real-time revenue, gross profit, and billing utilization metrics across individual billable employees, teams, company, and clients. Application is synced with 3rd party HR provider, billing tracker, and employee assessment/task tracker.
HUB AnalyticsDirector of Product Management
Apr. 2022 - Apr. 2024San Antonio, Texas Metropolitan AreaHUB Analytics (video) is a B2B application for CFO-led outsourced accounting teams to design / generate customized monthly financial reports for SMBs. HUB includes APIs to QuickBooks for automated data syncing and OpenAI to generate CFO-level commentary on business performance (Gen-AI). • Accomplished a 90% reduction in new client report template setup time from 15-20 to 2 hours by designing and developing a drag-and-drop template-based web application that replaced previous Excel-based method. • Eliminated 100% of manual monthly report generation time of 2 to 5 hours per client with API-enabled QuickBooks API data sync and automated template-based report generation. • Automated 3 to 4 hours of CFO/Controller written commentary in reports through Gen-AI (company data + GPT4o), which provided more time custom, insightful commentary and reduced manual computational errors. • Implemented a text classification ML model (Hugging Face) to automate mapping of 100 to 500 chart of accounts in HUB Analytics during new client implementation, reducing manual mapping time by >75%. • Achieved up to a 50% increase in average gross profit per client through HUB report automation (reduced labor costs) and introduction of recurring SaaS fee. • Go-to-Market: TGG Accounting taking HUB Analytics to market as vertical software solution in the outsourced accounting market for SMBs.
ArgonDigitalSenior Product Manager
Jul. 2021 - Apr. 2022Lafayette, Colorado, United StatesDesigned and lead a comprehensive performance testing plan for a three-year, multi-million dollar software digital transformation project for Dell Financial Services (Dell Technologies), managing a global $12 billion portfolio of leased hardware with 40+ interlocks (inventory, returns, banking, credit check, invoicing, PDF generation, etc). • OKR: New 3rd party vendor failed stress test scenarios identified in analysis of historic leasing activity.
• OKR: Stress testing drove significant technical modifications to programming of lease booking process.
• Regular interaction with Dell and KPMG C-Suite stakeholders in the US, Ireland, and Brazil.
Integrated Genetic SolutionsSenior Product Manager (Product Lead)
Jan. 2015 - Jun. 2021Broomfield, Colorado, United StatesDesigned and built web application hosting a 1,000+ calculation body chemistry algorithm used by medical practitioners to calculate personalized vitamin and hormone doses based on blood and genetic biomarkers. Hosted APIs to ingest and normalize lab result data from multiple diagnostic and genetic laboratories. • Go-to-market launch with adoption by 200+ healthcare practitioners, analyzing over 40,000 patients. Achieved $1mm ARR prior to Covid with no external capital raised. • Increased patient volumes 350% (YoY) by replacing web-based interactive algorithm with simplified pre- generated PDF reports doctors could use in exam room. • Increased 3rd party vitamin orders and revenue >300% by developing and integrating automated, prefilled prescription and vitamin order forms transmitted to compounding pharmacy. • Eliminated 99% of incorrect patient data transmission errors from lab partners (name/DOB) by designing and implementing a SQL-based patient data screener comparing new patient to existing patient data.
Kobe Partners, LPSenior Equity Research Analyst / Head of Operations
Jan. 2009 - Dec. 2014San FranciscoKobe Partners, LP is a long/short, option and equity-based hedge fund in San Francisco. •Managed approximately 40% of fund AUM; adhering to a strict 10% to 20% net-long trading strategy employing equities for direct long/short exposure combined with conservative option-trading for hedging purposes. •Performed all quantitative/qualitative research; with a focus on short exposure in small-to-mid cap companies across multiple sectors. (Interviewed 100’s of senior level executives). •Built and managed internal performance analytics and attribution model (beyond prime broker’s ability) to calculate performance attribution (long vs. short, equity vs. option performance, gross vs. net sector exposure).
Deutsche Bank Private Wealth ManagementPrivate Banking Analyst
Oct. 2007 - Dec. 2008San Francisco, California, United States•Analyst role supporting Managing Directors focused on high-net-worth commercial real estate lending and asset management. Primary responsibilities included quantitative/financial analysis of commercial real estate portfolios in addition to working with equity and fixed income portfolio management teams.
Stone & Youngberg Asset ManagementBusiness Analyst and Consultant
Jan. 2007 - Oct. 2007San Francisco, California, United StatesStone & Youngberg Asset Management was a boutique wealth management group established with the mission to deliver low-cost, endowment-style portfolios to individual investors. •Consultant role focused on the design, tools, and processes for a new inside sales team tasked with new business development and associated metrics analysis. Assisted portfolio managers in portfolio review and customer-specific wealth management proposals.
Fisher InvestmentsBusiness Analyst and Strategist (Institutional Group)
Jan. 2005 - Aug. 2006San Francisco Bay Area•Primary role focused on the design and build of a multi-factor qualitative and quantitative software rating tool to capture data and analyze/score 2,000+US and Canadian-based institutional investors (i.e. pension plans). •The rating tool was designed to optimize the allocation of sales resources and target new and underserved categories of institutional investors.
Fisher InvestmentsSenior Account Executive (Private Client Group)
Aug. 2003 - Dec. 2004San Francisco Bay Area•Primary role: Inside sales business development role selling individual, customized portfolio management services. •Consistently in top three in new asset production efficiency metrics (out of 50+ person sales team) and regularly tasked with training new inside sales account executives and new outside, direct business development executives.
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