Provided strategic oversight across all business units of ViaOne Services, a closed private equity group operating a portfolio of businesses primarily within the Telecom, Media, and Technology space and realizing over $200M of revenue in 2023. Key focuses consisted of Strategic Financial and Operations Performance Reviews, Operational Process Improvements, and Key initiative Program and Project management.•Established and conducted the strategic planning process for business objectives and key results for the 2024 year in partnership with the Finance team.•Transformed the Monthly Business Review from a dense text focused document to a metrics and financials driven deck through improved data automation, increased financial transparency, and streamlined project management.•Partnered with Operations and Technology leadership to overhaul the business intelligence suite leading to an enhanced user experience and 30% savings year-over-year•Worked alongside the Customer Operations team as they built a finance and customer-impact driven proposal to upgrade their contact center platform, which was successfully accepted by the leadership team realizing increased insights and 10% cost saving year-over-year.•Took on the program and product management of a new lead-generation business unit, leading the business from Day 0 of its roadmap through its soft-launch phase before transitioning operations to the long-term business unit leaders.

Consumer Segmentation across Texas Capital Bank and Bask BankFocused on designing and delivering differentiated and competitive value propositions to defined consumer/client segments. Supported the design, development and execution of key insights and initiatives to drive targeted growth for new and existing products.•Evaluated the market opportunity for a new savings product launch, including a customer migration strategy, leading to an identification of a possible $50M increase in net-new deposits for the bank.•Partnered with a client on a co-branded product to develop a promotional marketing strategy to re-engage dormant customers, forecasting a $30M increase in net new deposits for the year.

Designed execution plans for strategic initiatives and delivered valuable insights for the Wealth Management Operations division to optimize performance while measuring ROI to assist leadership in facilitating the strategic roadmap for budget and investment opportunities.• Aligned global business and risk reporting by introducing an executive report process; reduced timelines from three weeks to five business days for end-of-month reports.• Led and drove the 2022 Neurodiversity Hiring Initiative for the wealth management operations division, known as the largest hiring class to date for Goldman Sachs.• Architected strategic location strategy for resourcing and budget planning across the division in support of growth and expansion planning, identifying locations for growth for each business unit over the next 2-3 years.• Proactively contributed to over 60 small business review/evaluations with a keen focus on facilitating the 10k Small Businesses and One Million Black Women initiatives.

Functioned as the Technical Product Lead for the new cloud-based analytics platform through design, development, and launch of the platform in support of Apple Card. Focused on designing a platform supporting both internal and external stakeholders, and engaged with the external client in all aspects of the analytics product development lifecycle, including creation, refinement, and maintenance.•Led technical product management during the development and launch of the Consumer Card analytics platform supporting Apple Card, a new cloud platform delivering key customer insights to the client while realizing savings of 50-60% compared to previous technology solutions.•Developed, deployed, and maintained a financial monitoring framework for the Consumer Credit Business Intelligence Platform which utilized Snowflake and AWS cloud supporting Apple Card, leading to efficiency gains of over 30% in compute costs compared against the simple planning models.•Attained Quarterly Excellence award in the Dallas-Fort Worth region for driving a team to host coding event virtually during the COVID for middle school students.•Led Goldman Sachs data challenge for the Texas A&M Datathon in 2019 and 2021 via close collaboration with the Goldman campus recruiting team.

Managed and coordinated the Objectives and Key Results reporting for the Marcus by Goldman Sachs customer delivery team.Led the visual analytics system uplift which created a single system of control for intraday alerting for the customer delivery center across multiple teams and sites.

Analyzed, evaluated, and interpreted data concerning the performance of key focuses for the organizationAbility to maintain and improve data consistency and quality through a data normalization strategy with a reporting/consumer perspectiveDeveloped ROI model for hospital fundraising which uncovered unrealized gains and an average ROI of 700% per year per partner which was previously unknown across all venues of fundraisingPrototyped data views needed for reporting purposes, and then works with data team to translate them into database viewsWorks with internal stakeholders across multiple departments on insights projects, and acts as the lead for said projectsDevelops and communicates specs for reports programmed by the data team published to internal websiteDesigns, implements, and analyzes an annual stakeholder survey to measure program effectiveness and stakeholder serviceAdministers and maintains internal business intelligence platformResearches, tests, and evaluates new data sources and analytical tools

Acted as the bridge between the data and the business by translating the questions and curiosities of those in the field to the data team, and creating analytics based solutions to allow for data-driven decision making.Conducts the majority of analysis projects within the organization which deal with fundraising, impact, and concept testing data.Experience with Qualtrics insights software for programming surveys including those which deal with post event analysis, hospital impact, and market research.Experience in creating SQL views, as well as blending in other data sources, for use in analytical software such as Tableau.Design and program interactive analytics dashboards using Tableau to assist in enabling an on-demand culture of data and reporting.Led group and individual instruction sessions over Excel and Tableau best practices.Member of the internal data team tasked with overhauling and maintaining a complex database structure within the organization to provide improved reporting quality and analytics.

Invited by Store Leader to return for a summer position, citing leadership skills.Showed initiative to learn inventory systems and techniques to aid the procurement team with workflow.Assisted with the iPhone 4 launch including the visual materials, inventory management, and overnight store redesign.

Developed an understanding of contemporary business concepts by starting at ground level. Managed the customer flow in the store by efficiently multi-tasking and prioritizing. Responsible for inventory logistics during store revamp. Member of the store relaunch team.Identified and developed solutions for internal and external opportunities to improve the business as part of the Store Leader’s Special Operations team.