Team Development:Manage a high-performing, international team of Analysts and Consultants focused on data-driven decision-making and operational excellence. Oversee the execution of monthly business reviews, forecasting, and annual planning processes, ensuring alignment with performance objectives and organizational targets.Strategic Leadership:Led the integration of Sales, Success, and Services analytics, overseeing the alignment of operations across both divisions. Directed the transformation of the Client Operations team, optimizing workflows and aligning outcomes with broader business objectives.Automation & Tech Stack Optimization:Drive process improvement initiatives to enhance efficiency and scalability across teams. Led the deployment of Power BI and manage the business intelligence tech stack, improving reporting processes and streamlining data operations. Developed automated solutions using Python, Power Query, and VBA to deliver recurring reports efficiently. Led key initiatives that improved Salesforce data quality and integrity, creating a more streamlined and reliable data environment. Continue to develop and implement processes that support both operational needs and strategic executive decision-making.Forecasting & Planning:Oversaw the reengineering of sales performance and forecasting models, improving accuracy and responsiveness to market changes. Lead the ongoing process of setting performance objectives and quotas, influencing compensation structures and aligning teams with leadership’s strategic goals.Cross-functional Collaboration:Collaborate with Sales, Success, Services, Support, Finance, Engineering, and Product teams to deliver actionable insights that shape strategic business decisions. Present complex analyses and strategic recommendations to senior leadership, ensuring alignment across departments and enhancing operational effectiveness.

Data-Driven Growth: Developed and optimized sales analytics tools that provided actionable insights, directly contributing to revenue growth and market expansion. Delivered dashboards and reports that became essential tools for executive presentations and decision-making.Strategic Projects: Transitioned recurring analyses from Excel to Power BI, establishing a single source of truth (SSOT) for data across the organization. Led process improvements that reduced manual reporting efforts, freeing up time for strategic analysis.

Market Strategy & Analysis: Played a key role in the Capital Markets Team, specializing in debt and structured finance solutions for net lease development. Sourced over $157M in private equity and managed a $390 million portfolio of industrial assets.Data & Process Optimization: Led initiatives to explore and assess third-party data sources, complementing internal databases and enhancing market insights. Drove process improvements that optimized financial analysis and decision-making for investment strategies.Recognition: Awarded the 2019 Performance Excellence Award for extraordinary service and outstanding value delivered to partners.

Client-Centric Advisory: Provided comprehensive financial advisory services, maintaining a 100% client satisfaction score. Developed tailored investment strategies that aligned with clients’ long-term goals while integrating banking solutions for holistic financial management.Cross-functional Collaboration: Partnered with various lines of business within the bank to deliver cohesive financial services, enhancing client outcomes and deepening relationships.High Performance: Recognized as a Top-3 market producer, reflecting strong analytical and client management skills.