Sam Stein Email & Phone Number

Philadelphia, Pennsylvania, United States

We are MERU. A turnaround and restructuring firm with a different point of view.We are a values-driven, impact-oriented team dedicated to fixing companies and our approach is simple. We work collaboratively with management and sponsors, use subject matter experts throughout the process, and structure our fees around successful outcomes. We believe our focused and agile approach, along with our complex turnaround experience, allows us to deliver superior results for our clients.

Philadelphia, Pennsylvania, United States

Greater Philadelphia Area

- Designed and delivered Power BI pricing analytics app that saved 3,000 annual hours for client- Led data management and model design in SAP HANA creating over 30 complex data models for analytics consumption- Built data warehouse for internal EY machine learning forecasting solution for delivery application and POC visualization- Lead 5 person team in pricing analytics implementations across 5 different business units, using my app as a template for cross functional pricing success- Developed clustering concept to set customer discount floors saving an estimated $14M per year in price leakage- Driving price analytics advancements across SAP HANA, AWS, and Snowflake platforms for an advanced manufacturing business and leading innovation in the pricing space- Identified over $2M in potential quoting fraud with anomaly detection tool

Greater New York City Area

- Trained incoming second year analyst in weekly and monthly deliverables- Automated weekly pipeline net flows report saving three hours per week as a simplify and improve (SIM) initiative- Maintained key performance indicator deliverables for largest two divisions in US Trust

Greater New York City Area

- Developed analytical presentation detailing benefits of a corporate client’s $10 million retirement plan- Prepared quarterly reviews detailing clients’ holdings, asset allocations, and activities- Coordinated seminar for fifty interns, including a discussion panel with leading portfolio managers and financial advisors

Greater Atlanta Area

- Generated recommendations to align client portfolios with stated risks and objectives- Evaluated alternative investment opportunities for implementation into clients’ portfolios

Alpharetta, Ga

- Overhauled and built comprehensive investment tracking system for $500 million real estate portfolio comprised of office, retail, and senior-housing assets- Prepared presentations, underwritings, and models to analyze investment opportunities- Advised on investment in $50 million Section 8 multi-family portfolio with expected 12% annualized cash-on-cash returns

Greater Philadelphia Area

- Received Presidential Letter as top sales person in first quarter 2015

Greater Philadelphia Area

- Professionally served clients- Set-up and planned for events- Managed bar and service bar during events

Zaragoza, Spain

- Played under contract as first American in club history for 5 months recording 4 goals and 6 assists- Promoted to train with reserve team of second division side after 2 months

Zaragoza Area, Spain

- Played under contract as first American in club history for five months, recording four goals and six assists- Promoted to train with reserve team for professional club

Master Of Science - Ms, Business Analytics

Goizueta Business School's STEM-credentialed Master of Science in Business Analytics (MSBA) is a 10-month, immersive program that combines.

Bachelor Of Business Administration (Bba), Information Systems And Operations Management

Bachelor’S Degree, International/Global Studies

Activities and Societies: Sigma Alpha Mu, Club Soccer Team

Economics, 3.8

Activities and Societies: Men's Soccer Team

Spanish As A Second Language, Spanish

Activities and Societies: Played for CD ValdefierroCompleted course designed for non-native speakers of Spanish. 5 days per week 4 hours.

High School

Activities and Societies: Captain and four-year starter of Varsity Soccer Team, Debate Team, Varsity Track, Varsity Basketball