Responsible for annual budget and monthly forecasting processes, business partnering with P&L and functional owners, management and KPI reporting, pricing support for new and existing client relationships, M&A support, and long-term financial planning.

Key responsibilities include managing program catalog to optimize NPS, sales, and profitability, partnering with innovation team to support rollout of new programs, supporting pricing optimization, and supporting product education efforts to sales staff

Responsible for data management and reporting of key operating data, particularly sales pipeline, marketing leads, and program data. Developed automated reporting (Tableau, PowerBI) to support sales and marketing efforts. Partnered with technology leadership to develop data warehouse to support key customer analytics to enable cross-selling to schools and teachers

Managed K12-Individual business unit during GM's parental leave. Supported delivery of in-person programs to ~15k students in summer 2021 after COVID cancellations in 2020.

Responsible for forecasting, budgeting, strategic planning, management reporting and M&A for $800M+ private-equity held educational travel business. Grew 15-member ream which alkso supported data/analytics across organization and pricing management for domestic business. Supported 1) seven successful acquisitions in education space and numerous due diligence processes, 2) two sale processes to private equity firms and 3) $200M+ fundraising efforts during COVID-19 driven travel slowdown/business reorganization.

Extensive work with financial sponsors, investment targets, and advisors. Responsible for team of 8-10 professionals and sales/delivery of 20+ private equity projects per year, including target identification, commercial due diligence, valuation, and post-acquisition value capture.Significant experience in education space (edtech, education management, K12, vocational, higher ed), financial services (merchant processing, credit cards, regional banking), and energy (oil/gas midstream/downstream, wind, solar).Also, served as Chief Operating Officer for 40-person firm. Responsible for recruiting, staffing, and career development processes.