Joel Schneider Email & Phone Number

Austin, Texas

Austin, Texas Area

• Built out firm’s capabilities in M&A valuation, BI, and marketing analytics.• Led valuation of acquisition targets, market research, and competitive intelligence. • Contributed to FP&A in partnership with Accounting team. • Introduced new large-scale data sets and BI tools.

• Management consultant to global pharma and medical device companies.• Advised companies on strategic and operational issues using data-driven approaches. • Projects included: merger & acquisition integration, customer segmentation, go-to-market strategy, customer targeting, and sales force size and structure. • Developed advanced financial, statistical, and optimization models to gain insights, allocate resources, and assess financial returns. • Led teams of junior associates and was responsible for the design, implementation, and presentation of analyses. Served as client relationship lead.

• Built relationships with clients and technology partners. Led definition of operational requirements. • Led evaluation of partnerships and M&A opportunities with smaller technology companies, including site visits and meetings with executive management.• Developed strategic marketing and technology investment plans. Worked with R&D teams to develop prototypes. Formulated project bidding strategies and participated in proposal development.

• Performed market analysis and competitive intelligence. Identified and performed due diligence on acquisition candidates. Supported long-term strategic planning process. • Developed financial models to value new projects. Created revenue forecasts and tracked orders, marketing spend, and R&D spend. Evaluated project bidding strategies and proposals.

• Designed and tested communication systems and storage networks for the U.S. Navy. • Led definition of functional requirements and technical specifications. Scoped and bid discrete tasks and deliverables. Led testing, integration, and delivery of systems. • Graduate of Lockheed’s Leadership Development Program.

Mba, Analytical Finance, Entrepreneurship, Strategic Management

Activities and Societies: Private Equity and Venture Capital Group, Investment Management GroupGraduated with Honors Coursework.

M.S., Industrial And Systems Engineering

Graduated with Honors Concentrations: Project Management and Supply Chain Management

B.S., Computer Engineering

Graduated with Honors