Consultant specializing in business intelligence, market research and strategy for global Fortune 500 clients in information technology space.

Tasked with variety of jobs including calculating and tracking state sales tax for client shipments; managing QuickBooks entries and data regulation; and building customized sales reports for CEO.

Stepped into Accounts Receivable role and assisted in reporting of cash flow and other financial data.

Analyzed customer-supplied sketches through architectural drawings; estimated realistic design and engineering timetables and managed task completion among team of in-house engineers at Fleetwood and sister company High Country Millwork in Colorado. Interfaced with clients to discuss emergent issues and change orders, while collaborating with Sales, Project Management, Purchasing, Supply Chain, and Executive teams to meet deadlines.Stepped into urgent Accounts Receivable need upon CEO’s request.

Analyzed customer project plans, initiated contact with domestic and international suppliers, and maintained job costing databases to submit competitive bids accounting for all components (materials, labor, custom engineering hours, logistics, packaging, installation) involved in custom multi-store buildouts, existing store refreshes, seasonal displays, repairs and other custom projects as requested by new and existing clients. Completely revamped Excel templates to reduce data entry and human error associated with creating RFQs/other deliverables: created system to seamlessly collect and graphically report 30+ points of win/loss data to management.Constant collaboration with project management, engineering, sales, purchasing and supply chain. In 2017, tapped by Engineering department to assist in streamlining Scheduling function.

Provide consulting services for publicly traded companies in retail and industrials sectors. Assist corporate investor relations teams in various analytical and reporting capacities, including shareholder identification and surveillance, buy-side perception work and creation of presentations for management/board. Also monitor trading activity real-time and provide broader equity markets insight on a daily basis.

Built proprietary list of, cold-called and sustained talks with 1000+ middle market company CEOs to source blank-check company acquisition. Modeled revenue projections, ran comparable company analysis and assisted in due diligence efforts for potential acquisitions sourced. Worked full-time in 3-person office managed by Stanford GSB alumnus attempting to acquire and take active management role in company with EBITDA between $2-15mm.

Conducted market research to uncover press opportunities for clients including hedge funds, investment bank. Briefed account managers on prospective clients' businesses and competitors before sales pitch meetings.