•Oversee day-to-day operations of the business•Manage capital investments and expenses aggressively to ensure growth and profitability•Lead infrastructure development with new technologies and workflows •Develop and execute new business opportunities that align with short- and long-term objectives•Build and maintain relationships with key customers, partners, and vendors

•Conduct quantitative analysis of financial data to forecast revenue, profitability, identify optimal clients and pricing strategies. •Compile and review complex data to build predictive models for revenue and expense forecasting to determine which clients will produce desired contribution margins

•Provided management with detailed pro-forma projections of financial statements and developed DCF models to highlight different growth scenarios. •Provided in-depth analysis of the projections to determine if and when the business would need cash infusions to fund growth.

•Prepared asset-allocation models for client portfolio reviews to better understand risk/reward attributions of each holding•Produced quantitative analytical reports on our team’s portfolios to expand our client’s knowledge on the products they are invested in