New Verticals - DashMart

• Conducted strategic and financial planning for the New Business Organization, Compass's new verticals business unit responsible for driving gross margin expansion via acquiring, integrating, and scaling 7 portfolio companies• Led strategic finance workstreams to support new initiatives and expansion of existing resource and capital investments• Directed M&A strategy function including creating market and target prioritization frameworks, building prospecting plans, developing valuations and investment analyses, supporting negotiations, and executing financial discovery and due diligence• Oversaw data analytics function, ranging from backend infrastructure transformations to development of business-facing tools• Managed team of strategy and operations generalists and technical data analysts

• Built the brokerage's 2021 and 2022 geographic expansion plans, which unlocked new total addressable market of $8Bn in commissions, delivered several hundred million dollars in annual revenue, and secured the company’s position as the nation’s #1 residential real estate brokerage• Led a team of strategy and planning analysts supporting the launch of 15 major markets and 90 submarkets

• Managed data quality-related product roadmap across multiple engineering teams and owned bi-weekly meeting with CEO• Led program to increase customer trust in and usage of Compass’s search platform by improving data coverage and quality

• First revenue strategy & operations hire at Compass, responsible for developing forecasting tools, headcount planning models, compensation plans, territory management systems, and deal pricing and exception frameworks for the Strategic Growth team• Delivered contract automation system used to acquire over $1 billion in revenue, unlocking scale for the company’s growth model

• Supported US sales leadership in strategic planning, sales process design and territory management• Led training for sales teams and ensured compliance with sales process and CRM-related changes

• Supported the origination of $3Bn+ in high yield bonds and leveraged loans for corporate and sponsor clients, primarily in the technology, media, and telecommunications sectors• Built financial models and analyses to assess credit implications and valuation impacts of various debt financings