Top VC-backed B2B Enterprise SaaS + HaaS + Usage-Based Services + Hardware ResellerStrategic business partner to all functions and leader of FP&A and Strategic Finance, including reconstructing and owning the Company’s financial model, leading fundraising theses, defining and monitoring KPIs, managing accurate rolling monthly forecasting, quarterly board deck reporting, variance analyses, deal desk, pricing and margin strategy, financial control processes and GTM Finance

B2B Enterprise SaaS – Market Creator of SaaS Management - Private Equity OwnedGTM Finance Leader and Finance lead for launch of Mexico subsidiary (Center of Excellence ("CoE"))

Silicon Valley consulting firm serving a global client base across growth stages and industries with a focus on technology startupsMy favorite part of this role was working with the executive teams of my clients to understand the story behind the numbers and how this story impacts the overall business valuation. Constructing the financial model with the overall narrative involved analyzing the historical financial and strategic trends in light of industry dynamics and also piecing these factors together to understand the growth (or contraction) in the business moving forward. Highlights of this role include: • Led both the technical and relationship management aspects of each of my projects• Create and led investor, executive and board presentations• Past project focus: Modeled short-term and long-range financial forecasts (including variance and scenario analyses), analyzed competitor and industry dynamics, strategized resource allocation, determined business value, managed the data room and all information gathering, determined and incorporated KPIs as drivers into financial planning, modeled synergies in M&A and partnerships, and assessed strategic fit of potential acquisition targets• Roadmapped and managed entirely new processes (including determining the right questions to ask and information to request)• As the second hire, designed and implemented first training tools and procedures in order to help to scale firm

As an Education Pioneers and Stern Social Impact Internship Fund Fellow, I contributed to the Strategy, Innovation and Organizational Development team’s work to evolve TFA’s operating model to better fuel local movements for educational equity and excellence. Gratefully, I had the opportunity this summer to leverage my experiences in strategic thinking, cross-functional collaboration and operational efficiency. Through my primary project, I led the development of TFA-wide pulse-check tools and communications and engagement recommendations that have been and will continue to be used to gauge and strengthen a united, “One TFA” culture throughout the operating model changes.

• Allocated collateral to approximately $25 billion of the firm’s financing trades by reviewing client allocation restrictions and coordinating with the trading team to optimize the overall allocation and reduce funding costs• Enhanced and implemented processes through a cross-functional group focused on cementing infrastructure in order to overcome regulatory challenges and contribute to the division’s $12 billion savings program • Forecasted the market size for a new Social Impact product and led market research; presented go-to-market strategy recommendation as selected member of the first Social Innovation global consulting group for the investment bank

• Coordinated and negotiated the closing of thousands of loan trades through communication with both internal and external stakeholders, including clients, trading desk, sales team and settlements groups• Multitasked creatively by efficiently managing and analyzing deal portfolio under pressure• Exceeded team’s average closed trades per month and closed trades 30 percent faster than team average• Reduced aggregate balance sheet by $34 million, the largest decrease in the group, resulting in lower funding and maintenance costs and risks

• Selected to travel with two Senior Economists to Switzerland for a week long client functional interview to uncover, synthesize and extensively document the dynamics of largest client’s major technology and operation consolidation following a merger• Analyzed intercompany transactions and conducted economic analyses, consisting of corporate analyses, competitor analyses and industry analyses, in order to benchmark clients’ intercompany pricing policies• Within the first month, wrote twice as many reports as the capacity assigned to each economist

• Oversaw the aggregation of information by the village’s interns and collaborated with other interns to analyze the village’s infrastructure and businesses in order to contribute to the development of an economic revitalization plan• Communicated with townspeople, patrons, business owners, and landowners to gain diversified perspectives on town management issues and to gain advice concerning prospective solutions

Prepared documents and spreadsheets in order to analyze and allocate costs to facilitate rate design by colleagues. Gathered data of local, state, and national economic indicators in order to aid in projecting future expenses and revenues.

Interviewed prospective clients to obtain data of their financial resources and needs; evaluated the health condition of the individual. Independently assessed Personal Needs Analyses to design and implement unique, potential insurance programs for clients.