• ARR Metrics Tracking: Spearheaded NSBU efforts in tracking ARR and developing metrics to track performance of new Sub/SaaS offerings. Built model that tracked new, renew, expand, and lost subscriptions at the customer level. Resulted in better visibility into offerings financial performance and ability to pinpoint upcoming renewal opportunities.• Long Range Planning: Owned bookings and revenue forecast model for several NSX products long range planning. Coordinated with team and business partners to model out product roadmap from a financial perspective. Provided insight on how different selling motions would impact bookings growth from units and ASP perspective.• Revenue Forecast: Provide guidance on expected revenue for current and future quarters based on deferred revenue and expected bookings forecasts. Translated expected bookings to revenue based on term length, linearity, and renewal rates. This provided business guidance on current state of business and bookings required to meet revenue targets. • Revenue and Margin Analysis: Analyzed revenue and associated COGS by disaggregating both into their volume and pricing components. Determined how changes in these components impacted gross margin dollars and gross margin percent. This analysis highlighted the impact of cost optimization on gross margin percent improvement. • SaaS COGS Forecasting: Developed models for forecasting SaaS COGS for product offerings shifting from on-prem based to cloud based. Teamed up with business partners to leverage current AWS consumption data and deployment rates to forecast expected SaaS COGS based on bookings forecast drivers.• OPEX Forecasting: Forecasted headcount and discretionary spend as part of monthly/quarterly close and AOP planning. Coordinated with business partners to understand current and future spend requirements. Highlighted areas of risks and opportunities from a budget perspective to help guide business spending.

•SaaS Metrics Tracking: Spearheaded Computing Systems BU efforts in developing metrics to track performance of new SaaS offerings. Built model that tracked new, renew, expand, and lost subscriptions at the customer level. Resulted in better visibility into offerings financial performance and ability to pinpoint upcoming renewal opportunities.•Long Range Planning: Owned bookings forecast model for long range planning. Coordinated with team and business partners to model out headwinds/tailwinds of product transitions to capture bookings impact. Built component level BOM’s for platforms to model ASP impact of component transitions (e.g. new CPU with 20% lower cost and increase in DIMM slots).•Pipeline Conversion Analysis: Examined pipeline and conversions for forecasting. Implemented new metrics (sensitivity analysis, drop-off conversion, pipeline decline, pipeline bridge) to be able to benchmark the relative strength/weakness of current pipeline and how it would drive bookings for business. •Bookings Forecast: In charge of monthly bookings forecast call. Analyzed business drivers using various metrics (ASP/units, linearity, pipeline, bookings walk) to arrive at a forecast recommendation. Scrutinized the various metrics to understand what the driver for each metric was and adjust model for any noise. •Bookings Walk/Bridge: Built Y/Y and Q/Q bridge to segregate the drivers of current bookings relative to benchmarked period. Determine impact of unit volume, discount impact, and component (DIMM, HDD, CPU, etc.) attach rate. Used bridge analysis to deep dive into items having most impact and provide insight.

• Cross-Functional Coordination: Point of contact for firm’s global teams. Processed services requests and ensured necessary information exchanged parties. Controlled payments by ensuring services were rendered.• Business Process Mapping: Used Visio to diagram PR/PO process flow for business unit. Identified key steps and participants involved. Fleshed out role of participants with RACI matrix. Allowed for the detection of pain points for continuous improvement and eased the training process for new employees.

• Financial Statement Analysis: Discovered $100,000+ of erroneously expensed transactions. Capitalized transactions to accurately represent the firm’s financial performance to potential investors.• Cost Benefit Analysis: Allocated expenses to appropriate profit centers and compared it to resulting revenue generation. Determined breakeven point and recommend outsourcing services with low volume projections.

• Biotech Valuation: Researched biotech company drug development efforts against drug resistant pathogens in CABP and ABSSSI by analyzing the efficacy results of FDA trials compared to standard of care. Constructed DCF model by quantifying market opportunity based on patient population and current treatment sales. Forecasted revenue by using efficacy data to project market penetration. Used industry margins to arrive at cash flows and then discounting. Probability weighted result based on potential success of trials.• Sensitivity Analysis: Developed base, worst, and best case valuation scenarios incorporating catalysts such as FDA approval and shifts in the competitive environment to identify risks with material impact on investment.

• Oversee Fund’s activities such as investments and relationships with donors• Facilitate the successful completion of fellow board members’ goals• Developing bylaws and philosophy for separate active strategy satellite fund• Guide team of three junior analysts in performing qualitative and quantitative research • Specialize in the analysis of firms in the consumer discretionary sector • Use intrinsic (DFC, DDM) and comparable (P/E, P/BV) valuation methods to identify investment opportunities• Perform DuPont Analysis on target company and competitors to isolate sources of competitive advantage • Analyze the subsequent performance of portfolio

• Equity Research: Analyzed investment opportunities by screening US Large Cap universe. Used technical analysis to identify equities with positive trends. Performed fundamental analysis to benchmark relative performance to industry peers. Recommended LYB and AAPL to portfolio manager.• Economic and Market Outlook: Examined real business cycle and compared to GDP consensus forecast determined market overvaluation pushed up by search for yield. Determined business spending was a key laggard and identified which economic sectors would reap the greatest benefits from future growth of this GDP component.

• Accounting Data Validation: Compared SEC filings with company accounting data obtained through duediligence by a professor researching how firms engage in financial statement manipulation.

• Business Development: Negotiated exclusive contracts between Asby Sports, Adidas/Nike/Under Armour, and youth organizations which resulted in 100% YoY revenue increase for three consecutive years.• Process Improvement: Streamlined team-gear ordering process for clients with 100+ members by establishing strategic partnership with TUO Systems to establish online ordering, which reduced order fulfillment times by 50%.• Competitive Analysis: Led expansion into custom apparel business. Conducted industry analysis anddetermined it was underserved. Resulted in incremental operating income of 20% because of its complimentary nature with our team sporting goods business.• Working Capital Management: Forecasted sales based on past data and performed variance analysis to ensure proper inventory levels on hand to satisfy demand. Maintained an aging schedule for credit sales to ensure timely account collection. Reduced net working capital requirements by 10-15%.