Consultant
Bartle Wells Associates
San Francisco Bay Area
• Build complex financial models and analytical tools to measure overall financial performance, including operational forecasts. Contribute to cross-functional project teams (engineering, finance, legal, public relations, etc.).o Work with clients to gather data (budgets, audits, customer data, legal agreements, billing data, loan obligations, etc.)o Construct customized financial models in Excel, which integrate business data; construct detailed operational forecasts outlining the sources of revenue and expenditureso Identify billing system improvements and cost recovery opportunities. Saved clients $1MM+ from unbilled and inaccurately billed customer accounts o Recommend pricing structures and implementation strategieso Help resolve customer questions and complaints regarding our recommendationso Meet with project team to gain buy in on business strategy, billing and pricing recommendations and implementation, and financial projectionso Draft presentations, memos and reports working closely with legal counsel to minimize legal riskso Help draft and edit associated public relations and marketing materialo Recommendations were adopted by 30+ agencies