Managed all business operations, including financial planning & analysis (FP&A), accounting, and business analytics for early-stage Healthcare technology company; Instituted and directed monthly financial and operational KPI presentations across all business functions, aligning team leaders on key metrics and any progress made towards corporate objectives

Coordinated with team leaders to develop a corporate KPI dashboard consisting of 20+ operational metrics, providing, for the first time, clear visibility into each team’s performance relative to goal

Proposed and gained approval from CEO to build financial model from "bottom-up," which predicted expenses throughout 2020 with 96% accuracy and prolonged runway by 6+ months in 2021

Closed and implemented 13 deals worth over $25M in assets under management for an early-stage FinTech company and collaborated with customer success to design and implement our new client onboarding experience

Led the BDR team in quota attainment with 164 sales opportunities created in 10 months, prompting the quickest promotion from BDR to Account Executive in company history

Analyst in Fidelity's internal management consulting group that partners with business leaders throughout firm to work through their highest-priority strategic objectives. Project work consisted of Go-To-Market analysis, new product development, and tech cost reduction strategy. Skills developed include data analysis & modeling, client management, customer research & analysis, project management, and product analysis.

Defensive leader and signal caller on a team that won 26 games in 3 consecutive seasons and reached 3 bowl games in a row (Belk Bowl, Peach Bowl, Sun Bowl), all for the first time in program history

Participated in a 9-week internship program in the Account Management Department and contributed mainly to McKinney’s clients ESPN and Mizuno on their advertising and marketing plans by providing in-depth customer research and analysis