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I help companies scale their Go-to-Market ("GTM") motions with a combination of GTM strategy, reporting, enablement, GTM compensation planning, process optimization, and tools.Needs I've addressed for clients: aligning Marketing + Sales + CS, refining ICP, territory planning, lead scoring framework, operationalizing marketing funnel, improving forecast accuracy, KPI development and tracking, building a Quota Attainment Model ("QAM"), CRM process automation, CRM data cleanup, sales process optimization, and global sales incentive design.

Foursquare Merges With Factual, Another Location-Data Providerhttps://www.wsj.com/articles/foursquare-merges-with-factual-another-location-data-provider-11586193000

Partner closely with execs to define and develop sales strategy via annual Sales Incentive Plan.Oversee team that is responsible for sales forecasting, analysis, and reporting. Support all ongoing performance measurement and interpretation.Own/support all stages of lead lifecycle (e.g. market intelligence/sizing, lead generation, manage pipeline, customer onboarding, etc.)Responsible for all deal modeling of new/strategic publishers.Continuously working to increase sales team efficiency by identifying gaps in sales processes, analyzing deal flow trends, and distilling and sharing best practices with organization.Collaborate with teams across the organization on new product launches, international expansion, strategic opportunities, etc.

Act as primary Finance support for new product launches, international expansion, and overseas strategic opportunities.Build annual revenue budget model for regional operations and provide quarterly forecasts against budget to executive team and regional partners.Work with cross-functional teams to set goals for new business efforts at product and individual levels.Construct three year pro forma regional financial statements to assist executive team with strategic partnership decisions.Design and produce weekly/monthly dashboards on operating performance of European and Japanese teams.Assess regional impacts of all product/initiative/strategic decisions made at the global level.

Produce weekly reports on sales and production figures using a combination of sales forecasts, actual orders, and anticipated capacities of African and Chinese factoriesCreate and analyze key performance indicators (KPI) and actual output figures of factories to evaluate risks and determine factory efficienciesWork with global production team to reconcile financial data with actual production figures and open orders reports Coordinate with Chinese and African counterparts to ensure optimal global production allocationSet pricing for all products by assessing true production costs and conducting market research on comparable goodsPerform ad-hoc analysis and reporting including sales variance analysis, R&D project viability, new factory feasibility studies, etc.

Conduct due diligence on private equity opportunities via track record analysis, valuation analysis and assessment of management team, resulting in client commitments of $300+ million to date.Head of portfolio monitoring and reporting for the Teachers Retirement System of the State of Illinois’ $4.0+ billion private equity portfolio.Produce quarterly investment updates on private equity funds with strategies including buyout, distressed, venture, mezzanine, and fund-of-funds.Analyze, monitor, and report on the performance of 55+ private equity funds with aggregate client commitments of $11 billion.Research and provide assessments of companies for further due diligence.Examine financial statements, reconcile capital account statements, and calculate performance ratios based on fund activity.

Analyze, monitor, and report on the performance of 50+ private equity funds with aggregate client commitments of $11 billionReview financial statements, reconcile unfunded cash balances, and calculate performance ratios based on fund activityAssist in the due diligence process by evaluating private placement memoranda in order to provide quantitative and qualitative support for investment recommendations