-Develop and oversee the company’s business intelligence & forecasting capabilities, leveraging customer and enterprise data to provide new insights into performance, risks, and outlook

- Develop and oversee the company’s business intelligence and financial modeling capabilities, leveraging customer and enterprise data to provide new insights into performance, risks, and outlook- Lead a team of seven to partner with each functional area of Rightpoint, including executive management, to combine data analysis, an understanding of the business’ economics, and effective communication to drive key decisions, resulting in: o More optimized business development efforts by identifying variables that improved client / prospect segmentation, as evidenced by a sustained 8pp increase in sales win rate since 2019 o Improved planning and risk management by improving supply/demand forecasting, as evidenced by maintaining Rightpoint’s target profit margin percentage post-COVID in 2020 despite a 18% reduction in revenue, while only reducing the workforce by 3% workforce o Better process management by being able to identify issues more acutely, as evidenced by expense reductions of $5mm per year by improving several elements of Rightpoint’s project planning process- Architect and oversee key business processes, ensuring teams and systems are aligned and engaged to serve clients effectively, maintain a strong control environment, and make well-informed business decisions- Oversee and continuously evolve the company’s pricing tool, allowing a wide variety of users to thoroughly scope proposed client engagements, determine staffing needs, and estimate expected margin- Lead efforts to automate recurring processes, resulting in the elimination of several manual, time-consuming processes- Conducted analyses and prepared materials in conjunction with the company’s efforts to merge into a strategic partner, contributing to the company selling well in excess of the co-founders’ expectations

- Designed an enterprise data warehouse, harmonizing data from disparate systems across functions and business units- Developed reporting to translate financial performance and financial scenario analysis into an easily digestible format, resulting in an increased adaptation of data-driven decision making- Created financial models to inform company investment decisions related to ongoing operations, new ventures, and strategic partnerships, resulting in more well-developed plans and management expectations- Managed the company’s financial planning/analysis and cash flow reporting infrastructure, ensuring the integrity of models, the suitability of data, and the proper delegation of user access- Implemented processes to improve internal controls over pricing and financial reporting processes, preventing several previously unforeseen errors from actualizing- Drove the annual financial planning process, interacting with senior management to develop a strategic roadmap

- Analyze commercial banking data to assess operational performance and to support decisions related to topics such as pricing, risk management, staffing, and strategic planning- Conduct market, logistical, and regulatory research to assess the opportunities, risks, and requirements associated with the potential international expansion of commercial and investment banking services- Manage operational data, creating processes to improve data quality and develop more robust sets of data- Lead the continuous development of a suite of operational reports, using SQL and VBA to increase the efficiency through which reports are prepared while maintaining a high standard of quality- Participate in thought leadership forums to support the development of the business’ data and analytics roadmap- Manage projects related to compliance and strategic initiatives, coordinating a broad array of partners to ensure key deliverables are met in a timely fashion - Assess the inherent risks facing the commercial banking business and the effectiveness of the controls in place to mitigate those risks- Coordinate the development of workflows to enhance or expand day-to-day operations, creating supplemental processes as necessary to ensure no gaps exist- Mentor and train analysts/associates

- Consolidate and analyze information related to budgets and forecasts- Created models used to estimate the financial impact of various plans and strategies- Determined processes to improve the accuracy and efficiency of a variety of accounting/finance/tax processes- Implemented multiple analytic, statistical, and technical measures to improve upon the accuracy, depth, efficiency, and overall effectiveness of various financial operation, preparation, and review processes- Coordinated state tax audits and served as primary point of contact with auditors