IRI and NPD have come together to form Circana, the world’s leading advisor on the complexity of consumer behavior.

- Conducted extensive primary and secondary research with industry stakeholders to uncover quantitative and qualitative insights for clients- Developed a market landscape assessment to support new product development and portfolio planning for a Fortune 500 medical device firm- Performed a competitive analysis of commercial healthcare benefits to build regional go-to-market strategies for a major health insurer

- Conducted primary and secondary data collection, ranging from leading interviews with industry experts, customers, and competitors, to support the construction of and conducting a web-based survey- Synthesized raw survey data into digestible analysis to drive strategic insights- Prepared client deliverables based on primary and secondary research- Managed project relationship and directed Sri Lanka-based offshore team's workstreams- Prepared prospective client project proposals resulting in new business for the firmSpecific Engagements- Developed an M&A strategy for entry into adjacent markets for a B2B software company- Created a five-year growth plan based on core business and expansion opportunities for a mfg. firm

- Conducted extensive qualitative and quantitative sector and company research for U.S. and Intl. equities- Prepared multi-statement financial forecasts for companies across various sectors- Reviewed earnings releases (incl. listening to calls) and prepared earnings summary and outlook update- Wrote over 30 bi-annual research reports for portfolio holdings and potential investments - company overview, earnings update, outlook & recommendation- Presented research findings & recommendations to internal and external investment committees, leading to approval for new additions to portfolio- Worked closely with portfolio managers to ensure alignment with client goals and portfolio holdings

- Responsible for providing Finance support to supply chain, materials planning, and operations teams- Chaired weekly meetings with plant production leads to ensure accurate inventory status across the site- Instituted and tracked a cross-functional project management process to identify inventory discrepancies- Achieved 50% YoY decline in cycle count adjustments by driving rigorous adherence to processes- Drove 80% increase in account reconciliations completed ahead of deadline by enhancing Excel models

- Compiled a data set with analysis on the credit rationale and rating triggers for over 125 fixed income issuers under the direct supervision of the Head of Credit Research- Allowed for immediate access to credit rating analysis; prior to this, analysts were required to analyze the data individually when a credit event occurred or for yearly issuer review- Researched, analyzed, and reviewed a potential new issuer – included accessing data via a Bloomberg terminal, analyzing a recent acquisition, and making assumptions on growth rates to forecast financials- Presented findings to the entire asset management team, resulting in approval of the company as an issuer by both the credit and portfolio management teams- Provided the team with a standardized electronic filing structure for data storage associated with each issuer – including research, credit reviews, financials, and security details

- Conceptualized, built and maintained revenue and cost models to provide a basis to management- Created marketing campaigns that led to an increase in click-through rate and app downloads- Analyzed and created a cohort view of customer acquisition and engagement- Evaluated competitors and created a competitive analysis matrix