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Work Background
IndependentStrategy Consultant
Jan. 2022Chicago, Illinois, United States• Develops custom end-to-end business plans aligned with the needs of early-stage startups, including market analysis, financial projections, and go-to-market strategy
• Designs investor pitch decks and executive summaries to demonstrate value proposition and growth potential
• Generates business analysis and financial projections with sensitivity analyses to boost the visibility of financial outlooks and capital requirements
• Evaluates markets to identify emerging trends and growth opportunities within highly competitive landscapes
• Prioritizes product features and functionality according to market research, user feedback, and larger business priorities as part of product development roadmap
Capital OneSr. Business Manager
Jan. 2022 - Jan. 2023Chicago, Illinois, United States• Secured $50M in projected steady state revenue through business cases and go-to-market strategies for market entries
• Partnered with Business Operations and Sales teams to develop growth playbook initiatives and annual goals
• Facilitated the ideation, development, and prioritization of growth plays
• Delivered crisis management scenario analyses and recommendations in collaboration with a cross-functional team
• Launched the department’s Learning & Development programming. Facilitated design thinking workshops that improved interdisciplinary communication, hybrid workstreams, and data utilization
McDonald'sStrategy Manager
Jan. 2021 - Jan. 2021Chicago, Illinois, United States• Developed performance insights and business narratives for the Board of Directors and Investor Relations
• Authored update presentations and speaking scripts delivered by the company CFO to multiple corporate teams and Owner-Operator groups
• Created a 3-year national strategic plan with competitive intelligence and concept translation
• Initiated 2022 strategic planning across 10 field offices, developing competitive analytics dashboard and identifying business drivers, requirements and priorities
WayfairStrategy Manager, Services Innovation
Jan. 2019 - Jan. 2020Greater Boston Area• Transformed the outbound Customer Service team by streamlining processes and re-staffing teams. Saved an estimated $900,000 annually by aligning low complexity workstreams with junior customer service agents
• Lead implementation of performance management metrics for newly formed outbound Customer Service teams with over 330 agents as program manager
• Defined customer satisfaction, team health, and agent performance metrics
• Launched the Driver Service team to support the expanding large parcel delivery service, reducing annual spending by $3.2M in 2021
• Debuted a departmental new hire group with onboarding assistance, monthly lunches, leadership training sessions, and local offsite events
WalmartMBA Strategy Intern
Jan. 2018 - Jan. 2018Bentonville, AR• Developed and presented a business case to expand financial services offerings for over 1.4M in-store associates and 65M potential customers in the domestic target consumer market
• Recommended over 10 future strategic partnerships and financial products based on Financial Services and FinTech industry research for the company’s financial services portfolio
• Increased employee retention by 20% through behavioral economics-driven benefits designed to improve overall employee financial well-being
United AirlinesAnalyst/Senior Analyst
Jan. 2015 - Jan. 2018Chicago, IL• Influenced the annual investment strategy for a $1.9B asset portfolio by designing total cost of ownership and cost per utilization hour profiles to understand the financial and operational impact of ground equipment
• Ideated the $450M multi-year ground equipment investment strategy. Projected to generate over 20% ROI by maximizing strategic vendor partnerships and internal business unit collaboration
• Negotiated the first multi-year purchasing agreements in the airline industry
• Enabled $700M in additional annual revenue by advising a cross-functional team on ground equipment strategy to execute national flight schedule expansion and consolidation strategies
• Onboarded, trained, and mentored 4 employees new team members in 2017
Mayo ClinicFinancial Analyst
Jan. 2012 - Jan. 2015Scottsdale, AZ• Forwarded an employee benefits centralization and consolidation merger with 100 benefits plans impacting 60,000 employees through financial modeling
• Analyzed over $1B in monthly transactions, creating content used in executive leadership presentations to evaluate financial performance and quarterly action plans
• Consolidated and remodeled 40 monthly benefits and payroll accounting journal entries
• Automated input and preparation for monthly financial statements and annual compensation reports
Union Pacific RailroadRevenue Accounting Intern
Jan. 2011 - Jan. 2012
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