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Work Background
Corporate Investments Analyst, Finance & Strategy
Icon WaterCorporate Investments Analyst, Finance & Strategy
Apr. 2021 - Jun. 2024Canberra, Australian Capital Territory, Australia- Managed a $1 billion energy investment portfolio for a public utility company. Monitored and analyzed the investment’s financial performance and reported it monthly to the CFO, CEO and board of directors via briefing memos, dashboards and presentations. Designed, presented and implemented 35 KPIs, KRIs and escalation triggers to inform executive decision-making. - Advised company executives on major strategic and financial decisions related to the $1 billion energy investment. Evaluated business cases including an additional $4 billion investment into the electricity business and the acquisition and divestment of two renewable energy companies. - Managed the corporate program to insure the company's $5 billion capital assets, liaising with 30+ insurers worldwide across 8 insurance classes. Led a cross-functional project to assess risk trade-offs, conducted statistical loss analyses and designed recommendations to modify the program, saving the company over $2 million (25%) in a hard insurance market. - Planned and executed the company’s annual energy investment strategy forum for 3 consecutive years. Drafted 300+ pages of reports for the board of directors containing investment performance reviews, long term forecasts and strategic initiative summaries.
Business Analysis Manager, Consumer Credit Card
Capital OneBusiness Analysis Manager, Consumer Credit Card
Oct. 2019 - Dec. 2020Mclean, Virginia- Monitored and analyzed the financial performance of an $8 billion credit card portfolio with a focus on debt collections and recoveries. Reported insights via monthly business reviews. - Conducted cost-benefit analyses to quantify the effectiveness of the credit card debt collections program across customer segments and contact channels. Identified areas for improvement and recommended solutions to leadership, saving the business over $400 million. - Evaluated the financial value as well as quantitative and qualitative risks associated with existing debt recovery strategies including debt sales, settlements and legal action. Made optimization recommendations to inform executive decision-making.
Public Affairs Specialist
U.S. Department of StatePublic Affairs Specialist
Oct. 2016 - Jul. 2019Jakarta, Indonesia- Managed 8 federal grants totaling $3 million as grants officer representative; scope covered the entire grants lifecycle including securing funding, awarding, monitoring and reporting. Grants were used towards economic development projects across 10 Southeast Asian countries. - Led a media team of 6 to develop and promote messaging of U.S. engagements on the embassy’s website and social media platforms. Drafted over 60 speeches and press releases to support the U.S. ambassador’s public engagements in 10 Southeast Asian countries. - Organized the embassy’s July 4th event for 3 consecutive years, attended by 1,500 high-profile guests including the U.S. vice president. Formalized, documented and streamlined the event planning process, shortening it from 4 to 3 months.
Business Analysis Manager, Sales Enablement
Capital OneBusiness Analysis Manager, Sales Enablement
Aug. 2012 - Sep. 2016McLean, VA- Designed and implemented an always-on program to automatically generate monthly promotional offers for 20+ business banking products including loans, credit lines, deposit accounts, treasury and payment solutions; sales team used the offers to acquire, deepen and retain client relationships. Program generated over $1 million annual profit. - Developed and maintained a financial valuation model to measure and report ROI from client engagement events. Built a data visualization tool using Tableau for sales leadership team use. Recommended spend optimizations and increased the efficiency of the $3 million annual events budget by 20%. - Led a cross-functional team of 20+ to roll out sales enablement software to 400+ bankers. Scope included research, analysis, business case development, content creation, content management and project execution. Software achieved a 90% adoption rate and improved the sales team’s efficiency by reducing the time to make a sale by 10%. - Automated the marketing campaign management process by migrating it from Excel to Salesforce, resulting in a 30% increase in speed to market for a marketing team of 50+.
Senior Business Analyst, Marketing
Capital OneSenior Business Analyst, Marketing
Oct. 2007 - Jul. 2012McLean, VA- Developed and implemented a multi-channel marketing strategy to support the sales of 50+ banking products to small businesses including loans, credit lines, deposit accounts, treasury and payment solutions. Scaled up the number of marketing channels from 3 to 20. - Designed and executed 30+ multi-channel campaigns as business lead of a cross-functional marketing team. Campaigns included online channels such as e-mail, SEM, SEO, web, social media, content marketing, as well as offline channels such as mail, print, radio, TV, out-of-home, in-store and events. Collaborated with creative teams to design and launch A/B testing. Built financial models to analyze campaign performance, generated insights for future optimizations, and presented results to marketing leadership. - Led a cross-functional team to conceptualize and implement a redesign and rebranding of the company’s business banking website, resulting in a 20% sales increase. - Managed a $15 million annual marketing budget with a focus on maximizing ROI across products, geographies, channels and customer segments.
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