Initiated New Business sales process via inbound/outbound targeted outreach emails and cold calls for data-as-a-service companyGenerated opportunities leading to more than $1 million in New Business contracts signed

Prepared investor relations materials including industry and competitive analysis and SaaS metric performance such as MRR, ARPA, LTV, CAC, churn rate, and Rule of 40 Generated $250,000 in potential revenue from reconciliation of contract charges from a major sales partner

Created new forecast and budget models from scratch for core Resume Builder and Cover Letter Builder products, improving the process and accuracy of projecting revenue drivers and improving insights used for decision makingDeveloped a comprehensive KPI dashboard displaying more than 30 metrics in conjunction with the Business Insights & Analytics team, allowing for real-time updates on performance compared to monthly updates with the previous processBuilt financial models to analyze opportunities for new product lines, markets, website acquisitions, and incremental improvements to business performance, often collaborating with product and marketing teams to deliver resultsLed forecast and month-close process including reporting of KPI performance and presentations for Executive Committee

Healthcare (Life Sciences) Investment Banking GroupEngaged on more than 50 transactions and completed approximately 25 transactions, including sell-side and buy-side M&A and debt and equity financingsSignificant exposure to LBO, DCF, public company comparables, precedent transactions, and accretion/dilution analysesPerformed extensive due diligence and research of biopharmaceuticals and medical devices industry trends and drivers

Leveraged Finance Group focused on Consumer & Retail IndustryConducted business, credit, and financial due diligence to aid in determination of optimal financing structuresCreated leveraged buyout models, credit comparable analyses, and capital structure summaries