Experience

E78 Partners

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Sr Consultant

  • Oct 2022 - Present



Sprinklr

• United States
• Software Development
• 700 & Above Employee

• Enterprise Relationship Manager

  • Jan 2022 - Present



Redaptive, Inc

• United States
• Renewables & Environment
• 200 - 300 Employee

• Finance & Business Solutions Analyst

  • Feb 2020 - Apr 2021

  One of three client-facing Solutions Associates responsible for supporting Sales Executives on all pursuits from early funnel through account expansion. · Developed large scale energy and GHG emissions reductions programs ($10M+ contract values) for Fortune 1000 customers · Responsible for all client facing materials for assigned deals (e.g., pitch decks, introductory materials, ad hoc client requests) · Built Excel models to demonstrate and develop the product solution including… Show more One of three client-facing Solutions Associates responsible for supporting Sales Executives on all pursuits from early funnel through account expansion. · Developed large scale energy and GHG emissions reductions programs ($10M+ contract values) for Fortune 1000 customers · Responsible for all client facing materials for assigned deals (e.g., pitch decks, introductory materials, ad hoc client requests) · Built Excel models to demonstrate and develop the product solution including cash flow models to demonstrate financial impact · Coordinated internal support teams to meet client deadlines while ensuring complete knowledge share for the best possible customer experience Show less One of three client-facing Solutions Associates responsible for supporting Sales Executives on all pursuits from early funnel through account expansion. · Developed large scale energy and GHG emissions reductions programs ($10M+ contract values) for Fortune 1000 customers · Responsible for all client facing materials for assigned deals (e.g., pitch decks, introductory materials, ad hoc client requests) · Built Excel models to demonstrate and develop the product solution including… Show more One of three client-facing Solutions Associates responsible for supporting Sales Executives on all pursuits from early funnel through account expansion. · Developed large scale energy and GHG emissions reductions programs ($10M+ contract values) for Fortune 1000 customers · Responsible for all client facing materials for assigned deals (e.g., pitch decks, introductory materials, ad hoc client requests) · Built Excel models to demonstrate and develop the product solution including cash flow models to demonstrate financial impact · Coordinated internal support teams to meet client deadlines while ensuring complete knowledge share for the best possible customer experience Show less



CPI Card Group

• United States
• Financial Services
• 400 - 500 Employee

• Transformation & Strategy Analyst

  • Feb 2019 - Jan 2020

  · Managed New Products and Market Adjacencies project for the company’s Strategic Plan that covered two business units and a company-wide digital initiative. Organized and guided team discussions, and created a presentation for the executive leadership team · Researched and published company-wide Sales Reporting; liaised with business unit controllers, sales force, and HR to validate procedure and reliability of outputs · Responsible for monthly Scorecard production process for… Show more · Managed New Products and Market Adjacencies project for the company’s Strategic Plan that covered two business units and a company-wide digital initiative. Organized and guided team discussions, and created a presentation for the executive leadership team · Researched and published company-wide Sales Reporting; liaised with business unit controllers, sales force, and HR to validate procedure and reliability of outputs · Responsible for monthly Scorecard production process for use in monthly Leadership Business Reviews and Board of Directors meetings; expanded KPI tracking from 45 to 125 and developed the working file to include automation and extensive controls Show less · Managed New Products and Market Adjacencies project for the company’s Strategic Plan that covered two business units and a company-wide digital initiative. Organized and guided team discussions, and created a presentation for the executive leadership team · Researched and published company-wide Sales Reporting; liaised with business unit controllers, sales force, and HR to validate procedure and reliability of outputs · Responsible for monthly Scorecard production process for… Show more · Managed New Products and Market Adjacencies project for the company’s Strategic Plan that covered two business units and a company-wide digital initiative. Organized and guided team discussions, and created a presentation for the executive leadership team · Researched and published company-wide Sales Reporting; liaised with business unit controllers, sales force, and HR to validate procedure and reliability of outputs · Responsible for monthly Scorecard production process for use in monthly Leadership Business Reviews and Board of Directors meetings; expanded KPI tracking from 45 to 125 and developed the working file to include automation and extensive controls Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • Jun 2015 - Aug 2018

  · Provided budget, forecast, and variance analysis for all assets and liabilities on the investment bank’s $800 billion balance sheet · Owned the balance sheet excel model used to manage the Firm’s compliance with regulatory banking metrics and improved it by dramatically by streamlining the structure and adding extensive controls · Forecasted Treasury’s overnight funding charges each month and improved the model’s accuracy by linking product line forecasts to their respective… Show more · Provided budget, forecast, and variance analysis for all assets and liabilities on the investment bank’s $800 billion balance sheet · Owned the balance sheet excel model used to manage the Firm’s compliance with regulatory banking metrics and improved it by dramatically by streamlining the structure and adding extensive controls · Forecasted Treasury’s overnight funding charges each month and improved the model’s accuracy by linking product line forecasts to their respective interest rate curves to capture the market’s expectation · Produced weekly two PowerPoint decks with business narratives, data visualisations and ad hoc analysis for the Treasurer and senior management Show less · Provided budget, forecast, and variance analysis for all assets and liabilities on the investment bank’s $800 billion balance sheet · Owned the balance sheet excel model used to manage the Firm’s compliance with regulatory banking metrics and improved it by dramatically by streamlining the structure and adding extensive controls · Forecasted Treasury’s overnight funding charges each month and improved the model’s accuracy by linking product line forecasts to their respective… Show more · Provided budget, forecast, and variance analysis for all assets and liabilities on the investment bank’s $800 billion balance sheet · Owned the balance sheet excel model used to manage the Firm’s compliance with regulatory banking metrics and improved it by dramatically by streamlining the structure and adding extensive controls · Forecasted Treasury’s overnight funding charges each month and improved the model’s accuracy by linking product line forecasts to their respective interest rate curves to capture the market’s expectation · Produced weekly two PowerPoint decks with business narratives, data visualisations and ad hoc analysis for the Treasurer and senior management Show less



Barclays Corporate & Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • Jun 2013 - Sep 2013



US Army

• United States
• Armed Forces
• 700 & Above Employee

• Paratrooper

  • 2005 - 2010

  Grunt life. Intense physical labor and chronically uncomfortable conditions. Grunt life. Intense physical labor and chronically uncomfortable conditions.