• Executed strategic value-creation initiatives to enhance operational excellence and digital transformation for portfolio companies.• Led cross-functional teams in technology and green energy projects, managing roadmaps and tracking key performance metrics.• Cultivated strong relationships with portfolio executives, vendors, and clients by addressing their data and technology needs.• Developed an AI-driven organizational change management roadmap with tools to accelerate portfolio company growth.• Conducted financial due diligence and market analysis, utilizing data analytics and benchmarking to guide investment decisions.

• Identified strategic opportunities by collaborating with global leaders in technology innovation and business transformation.• Executed risk assessments, pilot test cases, and SaaS deployments for P&C insurance companies using agile methodologies.• Optimized regulatory capital consumption and asset-liability management by implementing advanced technology platforms.• Cultivated global C-level executive relationships by delivering bi-weekly updates on KPIs, OKRs, and go-to-market strategies.• Conducted onsite workshops to train clients on new business products and support marketing initiatives for enhanced adoption.

• Published quarterly pricing reviews and risk prediction reports by analyzing statewide financial data to guide strategic decisions.• Developed quantitative capital models to optimize reserves and identify risks within regulatory capital frameworks.• Applied actuarial methods to analyze granular market data, creating SQL code for data input and organization.• Led training programs for new hires on agile project management software and data management platforms.• Streamlined team operations by overseeing workflow automation and establishing consistent process cadences.

• Developed financial models, funding strategies, deal memos, and valuations to support pre- and post-M&A activities.• Led financial due diligence, tax analysis, and commercial reviews for key VC and PE firms to guide investment decisions.

• Produced buy- and sell-side analyses to enhance investor relations, utilizing CIMs, financial models, and investment memos.• Synthesized client data into compelling presentations and identified value-accretive opportunities for buy-side investors.

• Drove deal communication for leading arms and defense manufacturing representatives at the International Defense Conference.• Trained twelve high school dropout soldiers for GED (General Education Development) with a 100% pass rate.