• Led financial planning & analysis team for multi-state charter school system with $200M+ annual budget and 2,500+ employees;• Partnered with senior leadership team to drive organization-wide compensation strategy; • Leveraged technology to streamline finance team processes and create automated Tableau dashboards for non-finance team members; • Managed team of four finance managers and analysts that supported school site leaders and home office department managers

• Oversaw all budgeting and forecasting for our 34 schools and $100MM budget, directly supporting ten Bay Area principals with monthly meetings and financial reports and managing two other financial analysts who support the Los Angeles and Central Valley principals;• Drove finance team efficiency and effectiveness by creating data systems and tools to track budgets, manage grants, complete external reporting, and ensure accuracy of financial, HRIS, and SIS data; • Supported schools and home office departments with ad hoc requests and projects, including all Aspire-wide compensation analyses over the last three years and Aspire’s latest RANs deal

• Developed data warehouse, reporting, and analysis capabilities for the Education and Finance departments• Created Aspire’s Teacher Data Portal, a reporting site comprising of collection of Tableau reports on student achievement data that has been accessed more than 50,000 times by teachers, principals, and other teammates• Supported CEO and other home office teammates with student achievement analyses and reports, leveraging Excel, Tableau, and database knowledge and skills

• Analyzed the operational and financial opportunities for a consortium of charter school organizations to share special education services

• Increased student math achievement from bottom 1% in the state to 67th percentile through innovative curriculum, data analysis, and after school program• Initiated and led collaboration effort of 7th grade math teachers across the district to enable new teacher support and systematic knowledge transfer, including the creation of district-wide math assessments• Redesigned district-wide professional development strategic plan that shifted from a traditional workshop approach to one based on collaborative teacher teams, and presented plan during annual district retreat

• Performed financial analysis, data analysis, and research for strategy and due diligence projects for corporate and private equity clients in the manufacturing, financial services, Internet services, publishing, student loan services, and educational technology industries• Managed junior associates on client engagements, providing guidance and feedback• Selected as one of only two associates to grow the San Francisco office