Kelley Kaplan Email & Phone Number

Worldwide, Oo

Managed a Business Intelligence (BI) function responsible for data management and reporting, and developed roadmaps to evolve the operating model while building data management capabilities to sustainably support North American operations across a veterinary network with 600+ sites: -- Conducted an assessment of the existing BI function and implemented operational and changes to mitigate data inconsistencies and publication delays while improving ticket queue and new request prioritization and development.-- Re-organized and developed a BI team that had experienced 100% turnover in less than a year, and doubled in size (from three to six), increasing team accountability and cross-functional data governance and source controls; ultimately recommended a restructure to align back-end development resources with a new FP&A team to better serve stakeholders.

Boston, Ma, Us

Managed 15+ engagements focused on process improvement initiatives, private equity due diligence, operating models and governance re-designs, and portfolio expansion and international growth prospects across numerous industries (e.g., Health & Wellness, Retail, Media): -- Developed go-forward operating model strategies for a real-estate industry consortium looking to innovate and better structure board governance to support new endeavors by designing opportunities leveraging legacy capabilities and new market potential, including associated operating models and benchmarks for governance improvements.-- Led a comprehensive evaluation of the new product development process for a global natural health company by conducting over 100+ hours of employee interviews across 5+ departments to provide detailed recommendations on process and culture improvements to improve ROI on new product development from pipeline selection to production.-- Developed the M&A capability of a privately held Industrial Services company by managing the IMO and creating detailed integration playbooks for commercial excellence and communications for future planned acquisitions.-- Managed teams of 1-4 associates to conduct industry research, expert interviews, consumer surveys, and varied analytics for several M&A due diligence engagements resulting in strategic portfolio and / or management recommendations as well as detailed competitive landscape assessments and consumer trend projections.Kelley was also active with on-campus recruiting, interviewing, and mentoring at both the graduate and undergraduate levels.

Los Angeles, Ca, Us

Boston, Ma, Us

As a Summer Consultant, Ms. Kaplan was involved with a variety of corporate strategy and due diligence projects. Project work included:Corporate Strategy- Assessed the competitive market landscape for clinical decision support tools available and in development for oncology, nephrology, and cardiovascular indications in order to evaluate unmet market needs for client product development.- Benchmarked corporate venture capital funds in the healthcare industry along multiple dimensions, including fund investment philosophy, size, staffing and reporting structure, deployment of capital, financial structure, and performance metrics through extensive secondary research and a primary interview campaign engaging top level fund executives; delivered findings to Fortune 500 fund subsidiary President and COO.Due Diligence- Performed extensive market landscape evaluation and assessed potential revenue implications for pharmaceutical company CFO and COO interested in investment opportunity connected to an FDA approved biological drug for multiple indications.-Evaluated the current and projected future market landscape of the consumer-oriented sewing machine market for P.E. firm.

Chicago, Il, Us

Ms.Kaplan has primarily been involved with coverage litigation projects for mass torts and has assisted a broad range of clients including paper companies, construction equipment manufacturers, government contractors, policy holders, insurers, and their legal counsel specializing in asbestos liability and insurance matters. Project work has included coverage analysis, insurance recovery, insurance allocation and future liability estimation, claim file review, and insurer billing. Ms. Kaplan is experienced with MS Excel and MS Access, including the creation and manipulation of dynamic allocation models and scenario analyses, and the creation, management, and manipulation of data populations. Additional project work for Ms. Kaplan has included lost profit analyses, breach of contract investigations, and a fraudulent accounting case. Concurrently for two years (2008 - 2010), she also acted as a consultant and bookkeeper for a Publicly Traded Partnership with $1M+ in annual membership dues.Internally, Ms. Kaplan has been actively involved in campus recruiting efforts, the summer associate program, and was nominated to the Innovation Development Council - a committee tasked with assessing current corporate strategy and identifying and recommending opportunities for improved and sustainable strategy and processes.

Chicago, Il, Us

Master Of Business Administration (Mba), Strategy; Management Consulting

B.B.A, Process Management & Consulting; Philosophy