Head of Analytics, New Product Development

• Oct 2022 - Present

Full-Stack Analytics

• Oct 2021 - Oct 2022

Created and spearheaded a company-wide customer onboarding and retention plan to better retain millions of revenue following a period of high customer churn and economic uncertainty Proposed and structured a test on a strategically new product that provided the company with data-backed results to upsell a new product to existing clients and promote the product with potential clients Developed a comprehensive plan to increase candidate response rate by >10% through various… Show more Created and spearheaded a company-wide customer onboarding and retention plan to better retain millions of revenue following a period of high customer churn and economic uncertainty Proposed and structured a test on a strategically new product that provided the company with data-backed results to upsell a new product to existing clients and promote the product with potential clients Developed a comprehensive plan to increase candidate response rate by >10% through various efforts including messaging A/B tests, product changes, and timing tests Created ML models for the sales team to predict which clients are expected to churn in the next 6 months and to create target invoice amounts for renewals Identified a key bug in the assessment invitation process that resulted in a lower response rate from candidates; worked closely with the engineering team to fix the error and validate the issue was resolved Provided a company-wide training on how to present data for both internal employees and external clients Show less Created and spearheaded a company-wide customer onboarding and retention plan to better retain millions of revenue following a period of high customer churn and economic uncertainty Proposed and structured a test on a strategically new product that provided the company with data-backed results to upsell a new product to existing clients and promote the product with potential clients Developed a comprehensive plan to increase candidate response rate by >10% through various… Show more Created and spearheaded a company-wide customer onboarding and retention plan to better retain millions of revenue following a period of high customer churn and economic uncertainty Proposed and structured a test on a strategically new product that provided the company with data-backed results to upsell a new product to existing clients and promote the product with potential clients Developed a comprehensive plan to increase candidate response rate by >10% through various efforts including messaging A/B tests, product changes, and timing tests Created ML models for the sales team to predict which clients are expected to churn in the next 6 months and to create target invoice amounts for renewals Identified a key bug in the assessment invitation process that resulted in a lower response rate from candidates; worked closely with the engineering team to fix the error and validate the issue was resolved Provided a company-wide training on how to present data for both internal employees and external clients Show less

Data Scientist II & Team Lead (Remote)

• Sep 2020 - Oct 2021

Presented to the Chief Analytics Officer a strategic plan to address an undiagnosed ~$100M decrease in revenue with a single retail partner; compiled analysis, visited stores as a secret shopper, and went through the online experience to identify gaps that contributed to the gradual drop in revenue Collaborated with product managers and the sales team to find potential issues or improvement areas for the company’s website, customer in-store experience, and the retail client-facing… Show more Presented to the Chief Analytics Officer a strategic plan to address an undiagnosed ~$100M decrease in revenue with a single retail partner; compiled analysis, visited stores as a secret shopper, and went through the online experience to identify gaps that contributed to the gradual drop in revenue Collaborated with product managers and the sales team to find potential issues or improvement areas for the company’s website, customer in-store experience, and the retail client-facing product Managed a team of 4 data scientists and analysts that owned the product analytics relationship for a >$2B revenue product; set and tracked team goals, provided training & guidance, coordinated priorities within the wider analytics team, and gave opportunities to team members to present their work and recommendations to senior management and cross-functional partners Developed an XGBoost model based off of how applicants filled out their application that would incrementally reduce fraud by >$1M annually with small invoice impact Worked directly with data engineers to improve the the revenue prediction model by >$2M by introducing variables targeting specific user behaviors and regrounding historical assumptions to recent trends Show less Presented to the Chief Analytics Officer a strategic plan to address an undiagnosed ~$100M decrease in revenue with a single retail partner; compiled analysis, visited stores as a secret shopper, and went through the online experience to identify gaps that contributed to the gradual drop in revenue Collaborated with product managers and the sales team to find potential issues or improvement areas for the company’s website, customer in-store experience, and the retail client-facing… Show more Presented to the Chief Analytics Officer a strategic plan to address an undiagnosed ~$100M decrease in revenue with a single retail partner; compiled analysis, visited stores as a secret shopper, and went through the online experience to identify gaps that contributed to the gradual drop in revenue Collaborated with product managers and the sales team to find potential issues or improvement areas for the company’s website, customer in-store experience, and the retail client-facing product Managed a team of 4 data scientists and analysts that owned the product analytics relationship for a >$2B revenue product; set and tracked team goals, provided training & guidance, coordinated priorities within the wider analytics team, and gave opportunities to team members to present their work and recommendations to senior management and cross-functional partners Developed an XGBoost model based off of how applicants filled out their application that would incrementally reduce fraud by >$1M annually with small invoice impact Worked directly with data engineers to improve the the revenue prediction model by >$2M by introducing variables targeting specific user behaviors and regrounding historical assumptions to recent trends Show less

Credit Analytics (Remote)

• Aug 2019 - Sep 2020

Led strategic analysis around credit and financial decisions at the onset of the COVID pandemic; this included adjusting credit decision cutoffs, changing finance amounts, and proactively identifying customers that would benefit from receiving an extension or other loan modifications Created a marketing team roadmap, based on analysis, for the process management team of how we could increase the value of bi-monthly pre-approval campaigns from <$100K to ~$1M per campaign Create… Show more Led strategic analysis around credit and financial decisions at the onset of the COVID pandemic; this included adjusting credit decision cutoffs, changing finance amounts, and proactively identifying customers that would benefit from receiving an extension or other loan modifications Created a marketing team roadmap, based on analysis, for the process management team of how we could increase the value of bi-monthly pre-approval campaigns from <$100K to ~$1M per campaign Create the proposal and the monitored launch of an initiative to expand maximum loan limits for specific groups, which increased originations by $50MM within a resilient, profitable customer segment Created the department’s first revenue prediction model, which helped make good financial decisions over time, especially when COVID hit nationally in Q1 ‘20 Provided Tableau training to 30+ other employees on basic functions, calculated fields, and visualizations Transformed monthly reporting from a check-the-box exercise to instead be an insightful exercise for VP+ company leadership and board members Show less Led strategic analysis around credit and financial decisions at the onset of the COVID pandemic; this included adjusting credit decision cutoffs, changing finance amounts, and proactively identifying customers that would benefit from receiving an extension or other loan modifications Created a marketing team roadmap, based on analysis, for the process management team of how we could increase the value of bi-monthly pre-approval campaigns from <$100K to ~$1M per campaign Create… Show more Led strategic analysis around credit and financial decisions at the onset of the COVID pandemic; this included adjusting credit decision cutoffs, changing finance amounts, and proactively identifying customers that would benefit from receiving an extension or other loan modifications Created a marketing team roadmap, based on analysis, for the process management team of how we could increase the value of bi-monthly pre-approval campaigns from <$100K to ~$1M per campaign Create the proposal and the monitored launch of an initiative to expand maximum loan limits for specific groups, which increased originations by $50MM within a resilient, profitable customer segment Created the department’s first revenue prediction model, which helped make good financial decisions over time, especially when COVID hit nationally in Q1 ‘20 Provided Tableau training to 30+ other employees on basic functions, calculated fields, and visualizations Transformed monthly reporting from a check-the-box exercise to instead be an insightful exercise for VP+ company leadership and board members Show less

Product Analyst, gTech

• Mar 2018 - Aug 2019

Partnered with engineering and operations to create a user experience script that empowered products to track user activity trends, analyze the performance of tests, and predict user contacts; proposed and analyzed A/B tests based on those findings, one of which decreased contacts from a common journey by 11% Created a simple NLP text mining tool that compiled and analyzed user feedback, decreasing data cleaning and analysis time for this frequently-done process from >30 minutes to 3… Show more Partnered with engineering and operations to create a user experience script that empowered products to track user activity trends, analyze the performance of tests, and predict user contacts; proposed and analyzed A/B tests based on those findings, one of which decreased contacts from a common journey by 11% Created a simple NLP text mining tool that compiled and analyzed user feedback, decreasing data cleaning and analysis time for this frequently-done process from >30 minutes to 3 minutes Investigated a potential million-dollar acquisition of a company that created a product used by Google Provided mentorship and training to peers and junior analysts on data storytelling, working effectively with cross-functional partners, and understanding user journeys Used a random forest algorithm to understand how to increase the value of a single consumer across all products by impacting usage within in a single product Show less Partnered with engineering and operations to create a user experience script that empowered products to track user activity trends, analyze the performance of tests, and predict user contacts; proposed and analyzed A/B tests based on those findings, one of which decreased contacts from a common journey by 11% Created a simple NLP text mining tool that compiled and analyzed user feedback, decreasing data cleaning and analysis time for this frequently-done process from >30 minutes to 3… Show more Partnered with engineering and operations to create a user experience script that empowered products to track user activity trends, analyze the performance of tests, and predict user contacts; proposed and analyzed A/B tests based on those findings, one of which decreased contacts from a common journey by 11% Created a simple NLP text mining tool that compiled and analyzed user feedback, decreasing data cleaning and analysis time for this frequently-done process from >30 minutes to 3 minutes Investigated a potential million-dollar acquisition of a company that created a product used by Google Provided mentorship and training to peers and junior analysts on data storytelling, working effectively with cross-functional partners, and understanding user journeys Used a random forest algorithm to understand how to increase the value of a single consumer across all products by impacting usage within in a single product Show less

Business Manager, Marketing & Product

• Jul 2016 - Mar 2018

Managed risk of a new, multi-million dollar tax return product; analyzed what type of customers used product; evaluated the impact of expanding to a wider audience; determined how UX could improve results Coordinated with product managers, analysts, and software engineers to drive an enterprise-wide customer migration from legacy sites to a new site; project value estimated at $500M Prioritized and launched several new digital marketing channels with the potential of over $300M… Show more Managed risk of a new, multi-million dollar tax return product; analyzed what type of customers used product; evaluated the impact of expanding to a wider audience; determined how UX could improve results Coordinated with product managers, analysts, and software engineers to drive an enterprise-wide customer migration from legacy sites to a new site; project value estimated at $500M Prioritized and launched several new digital marketing channels with the potential of over $300M in originations; analyzed the business opportunity by understanding user risk, user behavior, and response rate by segmented groups; maximized value while keeping credit risk under control Provided leadership and mentoring to junior data analysts; gave feedback and recommendations on processes, prioritizing, and working with extended partners

Principal Business Analyst, Product

• Jan 2015 - Jun 2016

Guided a cross-functional team of content creators, software engineers, data engineers, project managers, product leaders, and operations partners to execute changes that improved the new customer experience; efforts saved the company over $3M in costs annually and simultaneously decreased delinquency rate Managed team members, providing leadership in analytics, problem solving, deck-making, and presentations

Senior Business Analyst, Capacity Modeling

• Jan 2014 - Dec 2014

Built multivariate regression model to predict required FTE using SAS regression tools, CART, and Treenet Worked with operations teams to build reporting tools using SAS, SQL, and VBA, which decreased ad hoc data needs, made analyst time more efficient, and provided valuable insights to the operations partners Trained new employees on processes, best practices, stakeholder management, and analytic techniques

Business Analyst, Sales

• Jul 2012 - Dec 2013

Owned compensation analytics for the sales team; developed a staffing model to predict required FTE using SAS regression tools and CART; this model controlled financial risk, allowed the business to fairly compensate the best sales people, and gave every individual a chance to succeed each month

Intern

• Jul 2005 - Aug 2005

Created presentation to summarize a 96-page technical document for use in international training Created presentation to summarize a 96-page technical document for use in international training