Sky M. Email & Phone Number

United States

United States

New York, New York, Us

• Scoped out and executed 4 end-to-end implementations (including data onboarding, POC, calculation config, billing, andreporting) onboarding RIAs and private banks to the Addepar SaaS platform.• Lead routine product demos (both in-person and online) for C-suite executives and collaborated with the sales team to translateclients’ business use cases into technical requirements.• Managed cross-functional projects with Product, Engineering, Sales, and Data teams to push new feature releases (via JIRA) andexpedite go-to-market (GTM) timelines while following company standards and industry best practices.• Designed and implemented replicable automated workflows that reduced multiple key client’s operational overhead by over 95%.• Created solutions design, configuration specification, data integration, and other technical documentations and firm-wideframeworks (Confluence) to improve collaboration efficiency and enhance structured knowledge-share and training capabilities.• Conducted data ETL (extract, transform, load) exercises on large data sets (custodial feeds, proprietary platforms, etc.); compiledmonthly data analytics using Python scripts, SQL queries, and API calls to generate both client-facing and internal analytics tosatisfy compliance and contractual requirements.• Interviewed, trained, and onboarded multiple classes of new hires to the Solutions Architect Group.

Norwalk, Connecticut, Us

• Oversaw web-based and workstation product deliveries of FactSet Cognity financial risk modeling platform for multiple global institutional clients, which contributed to over 5% of the retention and growth of top-line revenue for Cognity.• Led product demos and pre-sales requirement gathering sessions for multiple client implementations and feature requests, resulting in a client purchasing additional optimization capabilities with FactSet.• Executed SOWs for multiple clients and identified up-sell opportunities through effective scope management.• Managed cross-functional projects with software engineering, infrastructure, quantitative research, and account teams to deliver client solutions as well as internal roadmap updates.• Designed and executed delivery strategies for 2 advanced client implementations with high levels of customization in areas such as data import, computational logic, and diverse digital (REST API and web-based UI) delivery methods.• Oversaw and managed other key stages of product delivery, including 3rd-party data integration, vendor relations, UAT, user onboarding, and ad-hoc topical trainings.

Norwalk, Connecticut, Us

Worldwide, Oo

• Developed strategies around operations optimization, IT risk governance and audit, and information security compliance for multinational financial clients and helped clients optimize IT infrastructure and improve revenue generation.• Managed multiple teams (2 - 5 members each) simultaneously over various work streams with tight deadlines to complete over 40 business intelligence analysis and recommendations annually.• Created analytics and automation models to streamline key operational procedures for a Fortune 500 client engagement, increasing operational efficiency by over 100%.• Analyzed and tested hundreds of SDLC (Waterfall and Agile) and information security controls based on major technology platforms including SQL, UNIX, Oracle DB, Windows Server, and Windows AD.• Improved and expanded long-term relationships with key Fortune 500 clients; led over 60 in-person client meetings and routine conference calls with senior management to assess their core business processes and evaluate risk management procedures.• Trained and onboarded over a dozen new hires, domestically and offshore to expand team capabilities and increase cost efficiency.• Created presentation decks for senior management to pitch new business development opportunities at national conferences.

Worldwide, Oo

Milano, Lombardia, It

• Performed valuation analysis (DCF, multiples approach), financial merger consequence analysis, pro forma analysis, andacquisition comparable analysis for $150 million acquisition of Texas Restaurant Group.• Modeled financial returns analyzing various spectrum options and valuation methodologies across five fine dining restaurantunits within the firm’s private equity investment branch, totaling $100 million in revenues.• Researched, analyzed, and presented industry trends, market competition, and potential strategic partners within key markets:Houston, San Francisco, and New York; recommendation for expansion in Houston area was adopted.• Created presentation decks and fact sheets for Business Development Head to develop business plans raise capital.

Beijing, Beijing, Cn

Corporate Banking Intern• Performed credit rating of four major energy and media corporations by analyzing their balance sheets and income statements.• Drafted credit approval report for two major corporate clients valued at $1.2 billion.• Prepared presentations and successfully pitched credit card services to select retail textile firms.

Bachelor Of Applied Science (B.A.Sc.), Finance & Information Systems

Liberal Arts And Sciences/Liberal Studies