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Work Background
Abov Whiskey AppFounding Partner and Chief Executive Officer
Jan. 2023Washington DC-Baltimore Area · Remote• Successfully acquired and revamped Whisky Suggest app to establish ABOV Whiskey brand
• Secured a $100k friends and family funding round to fuel business growth
• Drove marketing strategies, revenue partnerships, feature development, customer research, and daily operations for ABOV Whiskey
Sneaky Falcon EnterprisesPresident & CEO; Co-Founder
Jan. 2021 - Dec. 2022
eviCore healthcareProgram Manager, Affordability
Mar. 2020 - Oct. 2023Greater New York City Area · RemoteContributed to the successful launch of a new program by spearheading the development of impactful marketing and sales materials, fostering strong client relationships, and delivering analytical support across the team. Key Contributions:
• Automated and enhanced client-facing performance reporting, ensuring seamless monitoring of new program performance.
• Oversaw the $30 MM Affordability program profit and loss statement, ensuring its effective management and financial success.
• Uncovered valuable insights from previously untapped data, resulting in a $2 MM revenue increase by optimizing program efficiency.
eviCore healthcareManager, Finance Analytics
Jun. 2018 - Mar. 2020Greater Nashville Area, TN · HybridTook a lead role in establishing a dynamic Finance Analytics team committed to delivering timely and insightful perspectives on eviCore's financial performance. Worked closely with accounting, FP&A, pricing, IT, and external clients to streamline and enhance financial processes, reporting, modeling, and decision-making practices. Key Contributions:
• Spearheaded the establishment and growth of the Finance Analytics team, overseeing the recruitment of 6 analysts and managing 2 direct reports to expand services across the finance department.
• Streamlined business analysis operations by implementing a request intake process, standard improvement methodology, and project management best practices to enhance overall efficiency.
• Innovated and implemented a new expense modeling tool for accounting, significantly boosting efficiency and accuracy of cost estimates while integrating advanced analytical functionalities.
eviCore healthcareAnalyst, Healthcare Economics/Finance Analytics
Jan. 2017 - Jun. 2018Greater Nashville Area, TN · On-siteCollaborated closely with the accounting team to streamline and automate month-end closing procedures, successfully reducing the time required to close books to a mandatory 3-day period. Simultaneously, prepared the finance department for the demands of SOX compliance in light of the company's transition to a public entity. Key Contributions:
• Developed a critical month-end revenue summary report, significantly improving capabilities and automating a manual and error-prone processes.
• Ensured the finance department's preparedness for SOX Compliance by documenting critical processes, standardizing data sources, and implementing essential controls.
• Automated and standardized revenue calculations, reporting, and data processes for high-value clients, leading to increased operational efficiency and improved client satisfaction.
• Conducted comprehensive training sessions across the finance team, focusing on fostering brainstorming and encouraging process improvement initiatives.
c3/consultingConsultant
Jun. 2016 - Nov. 2016Greater Nashville Area, TN · On-siteCollaborated with clients to facilitate transformative changes. Partnered with key stakeholders to provide comprehensive business analysis and project management support, ensuring the successful achievement of project objectives. Key Contributions:
• Facilitated a strategic assessment of IT operations for a prominent $2.0B healthcare IT services company, mapping out existing processes and offering valuable remediation recommendations to stakeholders.
• Led as project manager overseeing 10 workstreams for the implementation of electronic medical record software at a regional hospital network, ensuring seamless execution and successful project delivery.
Capital OneSr. Business Analyst - Branch Transformation Analytics & Marketing
Oct. 2015 - Jun. 2016Washington D.C. Metro AreaServed as analytics lead for branch transformation initiative, quantifying the revenue impact of proposed changes. Led efforts to retain customers to counter anticipated losses. Additionally, collaborated with the marketing execution team to develop a customer communication segmentation plan and prioritization framework, focusing on identifying at-risk customers. Actively managed execution as a part-time member of the marketing AGILE pod. Key Contributions:
• Developed revenue and sales projections for new branch network initiatives
• Constructed a compelling business case, securing Executive Committee & Board approval for project capital expenditure.
• Lead customer retention strategy analysis, producing targeted offers for high value, at-risk customers
• Managed and mentored new analyst who joined the team
Sneaky Falcon EnterprisesCFO; Co-Founder
Mar. 2015 - Jan. 2021
Capital OneSr. Business Analyst - Retail Bank Consumer Deposit Product Analytics
Apr. 2013 - Oct. 2015Washington D.C. Metro AreaManaged consumer checking product P&L, forecasting $250+ MM revenue and $30 MM expenses. Additionally, led analytical efforts for the successful exit from an unprofitable existing product line. Key Contributions:
• Evaluated product exit strategy, resulting in $55 MM in positive financial impacts, including $30 MM per year in ongoing cost savings
• Devised communication and product conversion strategy for over 1.2 MM checking customers.
• Conducted comprehensive financial sizing for strategic decisions in 2015, collaborating across 10 workstreams to align and integrate assumptions for senior leadership.
• Mentored summer intern
Capital OneData Analyst - Retail Bank Consumer Marketing
Jul. 2011 - Apr. 2013Richmond, Virginia AreaSupported Consumer Bank Marketing with various data needs, including customer segmentation & campaign execution, online marketing analysis, and ROI modeling. Provided business partners with efficient and accurate access to key bank data to enable business decisions. Key Contributions:
• Supported the creation of the company's first Media Mix Model to enhance understanding of marketing spend ROI across various channels.
• Influenced banner ad and search engine marketing strategy by analyzing online sales funnel.
• Executed customer product conversion segmentation.
• Developed extensive performance reporting for new product launch.
FedEx GroundPickup & Delivery/Negotiations Intern
Jun. 2010 - Sep. 2010Greater Pittsburgh Area• Successfully lengthened 21% of package pickup time windows, providing opportunity for increased customer service and sales.
• Created and automated various excel reports to allow negotiators to quickly and easily track ongoing driver negotiations.
• Produced a tool to allow facility managers to graphically see required package sort times based on package arrival volumes, available manning, and designated sort end time.
Limited BrandsProject Management Intern
Oct. 2008 - Sep. 2009Columbus, Ohio Area• Identified areas of opportunity for process improvements resulting in reduced operational complexity and increased project capacity for PMO
• Prepared documentation for teams to be used in the weekly Team Leads Meeting.
• Released project tasks by contacting team leads. Maintained accurate project plan by verifying task completion as part of Solutions Deployment Team, tracking over 10k different tasks. • Maintained and escalated any project issues that were encountered by all teams as they performed their tasks. • Managed and lead daily status meetings to provide updates on project. • Supplied Managers with audit compliance charts of testing and issue documentation.
Bombardier TransportationPropulsion Engineering Intern
Jun. 2008 - Sep. 2008Greater Pittsburgh AreaProject Scheduling (Microsoft Project)
Weight analysis and material comparisons (Microsoft Excel)
Flammability and Environment Standards Testing
Bombardier TransportationQuality Engineering Intern
Jun. 2007 - Sep. 2007Greater Pittsburgh AreaDatabase creation and management, statistical interpretation and analysis (Microsoft Access)
Became familiar with manufacturing environment and practices Exposed to Lean manufacturing, Six Sigma, and various quality principles
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