● Supported Salespeople in winning new business by creating/presenting deal case studies to clients/bankers, monitoring new deal activity in CAPIQ, and preparing outlooks on M&A/DCM markets.● Assisted in technology development of internal platforms including MVP scoping, UAT testing, and Jira point tracking.● Prepared and presented monthly team-wide (60+ member) business review including updates on financial actuals vs. plan, closed-deal volume & value, high-value client partnerships with IB/PB/CB, and tech development updates.● Managed end-to-end client survey process for receiving direct feedback from deal parties, escalating any actionable feedback to identify improvements process. +13,500 client contacts reached.

● Analyzed demographics-related datasets to identify ideal target markets for media channels including Paid / Organic Search, Paid Social (Facebook, LinkedIn), Display, TV, CTV, Radio, and Affiliate.● Identified recurring trough periods in the frequency of tax filers and proposed ad-spend schedule to maximize spikes.● Provided ad-hoc and recurring analytics requests using Tableau, Salesforce Datorama, Nielson, and Google.

● Forecasted project sales revenue and related financials by formatting internal data into visually understandable narratives.● Responsible for SAP & BI reporting data analytics & insights for team of 15+ people from finance to design roles.

● Contacted subcontractors around the U.S. to request bids for new construction projects.● Trained new employees on how to communicate effectively.● Communicated with construction clients via email, phone and face-to-face meetings.