• Primary finance business partner for a high-growth SaaS business that grew 120% during the COVID-19 pandemic• Full P&L ownership of largest AWS Productivity Application service by revenue• Key financial contributor to strategic long-term planning for service, including scenario analysis P&Ls• Work closely with service general manager and product management team to improve service profitability• Engage in hiring process for AWS financial analysts

• Build detailed financial models, including customer and product granularity, to forecast multi-year P&Ls for executive level reviews• Led creation of pricing models, analysis, and approval documentation for new feature and region launches• Developed standardized private rate card for customer discounts to expedite discount approval process• Provide weekly and monthly financial reporting including revenue and usage trends by SKU, region, and customer• Participate in long-term strategic analyses and reviews with management • Collaborate monthly with the business team to identify cost savings opportunities (i.e. AWS infrastructure usage and efficiencies)• Facilitated internal capacity planning of Consumer, Digital, and Other (CDO) EC2 usage during planning cycles

Long-only asset manager with $60bn of total assets under management (AUM)Provide research analysis and portfolio recommendations on large-cap North American midstream companiesBuild detailed financial models to forecast company earnings potentialKey contributor to Cohen & Steers US oil production forecast and global supply/demand modelMember of Proxy and ESG committees:Annual updates and adjustments to the Cohen & Steers proxy voting policyDevelop system for integration of E, S, and G factors and scores into firm’s research processInteract frequently with executives at covered companiesLeverage industry connections with other investors, analysts, and companies to identify investment opportunities

Top 3 ranked team for Master Limited Partnership (MLP) sell-side equity research by Institutional InvestorWrote quarterly earnings, M&A transaction, and update reports for a team coverage list of 90+ companiesLed interactions with institutional clients including calls, office visits, and sector presentationsContributed to a weekly report discussing relevant topics in the sectorCollaborated with exploration and production (E&P), commodities, chemicals, utility, and strategy teamsTrained new members of team on equity research and energy sector

Used strong analytical and time management skills to launch coverage on the midstream sectorDeveloped a multi-part valuation methodology for companies under coverageEstablished a technical knowledge of upstream, midstream, MLP closed-end-funds, and US royalty trustsCollaborated with E&P, utility, and energy policy research teams to market and unite Baird energy franchiseHeld daily conversations with institutional sales, clients, and retail brokers about MLP universe and broader market