Supporting the Customer Success and Professional Services Organizations

Responsible for managing performance by linking corporate strategy to financial planning, to target setting, and to operational executionFY23 Chairman's Club for leading take-private efforts in new processes and reporting capabilities

• Developed a Staffing Model for the Customer Care team to estimate capacity levels using Anaplan's proprietary predictive AI/ML analytics platform (PlanIQ) to project casework• Worked with the Competitive Intelligence team to ensure that its model accurately depicts win/loss ratio per competitor and time period to streamline the sales process• Designed and showcased with three-person team the value that the Community team delivers to the Organization through revenue-influence and cost-saving impact metrics• Created initial Central Reporting Suite for the Human Resources team to live track itsrecruiting performance by region, cost center and type of employment, among others

Mentor in the Spring 2021 Anaplan for All program, organized by Correlation One. The program trains professionals and students from diverse backgrounds across the U.S. to be Anaplan Model Builders, in an eight-week course with live classes.

• Developed new Investor and Corporate Presentations for Fundraising Roadshow that took place on July/August 2020 • Helped Management with presentation coherence and time accuracy for their first Investor Webinar that took place on July 2020, and drafted the post-presentation Q&A document • Led efforts in re-designing and re-developing Adamant's new website: https://adamantglobal.com/

• Created Company's first goal-setting framework (OKR Dashboard) for defining and tracking objectives and their outcomes at the Team and Individual level• Collaborated with three-person team in generating a Sales Value model to showcase potential customers the cost-savings and cost-taking benefits of implementing Nowsta• Developed strategic considerations for the expansion to new verticals in line with the Covid-19 crisis implications and ongoing trends in the workforce management industry

Developed a comprehensive Leasing Model for the Accounting and Finance department of the Company under the old and new Tax Code (ASC 840/842)

• Led three debt deals: Unicred, Fiplasto, and Trend Capital for a combined $20mm; coordinated with legal, trustee, regulatory, and other parties within each transaction• Structured with four-person team $15mm in collateral trust bonds for Grimoldi, $20mm in distressed bonds for Intesar, and $50mm in public sector’s debt offerings• Developed and presented business proposals for public and private clients related to bonds, financial trusts, deferred-payment checks, and various other financing instruments • Explained purpose of closed-end funds during 2016 Argentinean Tax Amnesty Regime to multiple institutional clients by collaborating in a working group across departments• Generated databases to assist Sales Officers in tracking potential investors, helping increase AUM to enhance division’s negotiation power when competing for deals with other banks• Managed training sessions and taught officers in Sales & Trading and Corporate Banking about marketing platform MailChimp and cloud-based SAAS Office 365

• Kept track of local banks and utilities to draft follow-up and bond trade-idea reports to assist Sales & Trading desk increase in both client exposure and brokerage commissions • Created firm’s first bank models and macro spreadsheets for Research Division to track key quantitative and qualitative data, and promptly develop on-demand research reports • Supported front office desks in Peru and Colombia by developing and monitoring short-term and medium-term corporate bonds technical trading strategies• Improved institutional presentations of overall firm and DCM by adding background, financial context, top-down analysis, and visuals to create tailor-made material for each pitch