Managed team of direct reports to provide insight and direction to executives regarding SuccessFactors $400m renewal portfolio and $1.2b business portfolio. Highlighted risk accounts and renewals, identified trends, and managed budget to meet business needs.

Drove the annual planning and quarterly forecasting cycles for several business units. Operated and controlled headcount, expenses, and performed operational analyses regarding workforce utilization and capacity, bookings trends, profitability, bill rates, backlog consumption, and anticipation of future trends. Hosted calls with senior leadership to outline current operating conditions and predict future trends. Facilitated the integration of Ariba into SAP once acquired.

Assisted senior bankers in the execution of a variety of transactions in the Media and Communications space. Conducted detailed valuation and financial statement analysis, including discounted cash flow, accretion/dilution, leveraged buyouts, sum-of-the-parts, weighted average cost of capital and other client-specific analysis. Prepared Confidential Information Memorandums and management presentations for clients and sponsors. Pitched clients and prospects a variety of ideas including buy and sell-side M&A ideas, recapitalization scenarios, potential IPOs and other actionable ideas tailored to client needs. Drafted internal business plans and client analysis to determine strategies and opportunities of the Media & Communications group.

Participated in the launch of the National Sales Team covering the Independent, RIA and Wirehouse channels; TX and CA. Successfully built relationships with 250 advisors and generated over $30 million in sales. Identified marketing opportunities, cultivated sales ideas to expand FBR brand recognition with key centers of influence including regional and branch management at target firms. Developed and presented sales presentations to groups of up to seventy advisors, hosted advisor events, sponsored client seminars and attended regional and national conferences to expand FBR Funds' brand.

Created reoccurring marketing collateral utilized by Financial Advisors and direct investors. Participated in all stages from idea generation and writing to graphics development and editing. Incorporated and maintained fund information into consulting databases including eVestment, Informa, and Odyssey. Completed institutional RFPs on select funds for inclusion within pensions, endowments, and RIA consideration. Supported the President of Asset Management, Chief Distribution Officer and Managing Director with internal strategy presentations given to the board and executives of FBR Capital Markets.