I formed and led a team that shaped business unit strategy, owned the strategic and financial planning processes, and coordinated cross-functionally to allocate resources necessary for key growth tactic execution. We were responsible for budgeting, forecasting, and communicating business unit results for quarterly reporting. In addition to pursuing organic measures, we evaluated business acquisition opportunities and made recommendations to executives. We conducted competitive analysis and identified methods to strengthen our advantages. As critical business issues arose, my team performed comprehensive analyses to identify contributing factors and leveraged our findings to create actionable steps to arrive at a solution.

Within a newly created strategy role, I collaborated across core business functions to identify and operationalize growth drivers, developed and defined key business insights to shape the business unit strategic plan, and increased revenue by optimizing existing channels and launching new programs. I introduced methods to prioritize product needs based on revenue impact, strategic value, and request complexity. I also developed and implemented a bottoms-up forecasting process to improve planning accuracy and provide detailed profitability insights that helped us replicate successes and pinpoint inefficient spend. I secured new revenue sources by identifying and launching affinity partnerships.

I worked closely with start-up founders to deploy growth tactics, support fundraising efforts, and expand partnerships. I developed and implemented marketing strategies to broaden product awareness and deepen customer engagement. I evaluated addressable markets, built financial models to project revenue and cash flow, and collaborated with founders to address investor requests during fundraising efforts. To expand demand for Pogoseat’s and Parking Panda’s products through new partner programs, I initiated and advanced relationships with leaders within professional sports organizations and collegiate athletic departments.

I helped secure and execute mergers and acquisitions transactions, working alongside client founders and executives in numerous global industrials industries. As point person for deal execution, I formulated deal process strategies with senior bankers, owned client business valuation and directed financial modeling, recommended potential buyers, developed compelling marketing materials, evaluated offers from buyers, and managed the due diligence process. I worked closely with client CFOs to analyze their businesses in response to information requests from private equity and strategic buyers, and contributed to purchase agreement negotiations.

I analyzed and supported the issuance of structured products backed by a variety of asset classes and led consulting engagements with financial institutions. During transaction processes and on client advisory engagements, I supervised, mentored, and coached Associates. As a business development initiative, I created a new service offering that unlocked new international revenue sources for the firm.

I worked with energy and banking client executives to conduct financial reporting, internal controls, and information technology business process reviews and created risk mitigation strategies for key business units. I also developed disaster recovery software subject matter expertise and implemented programs for several clients within the energy and consumer retail industries.