Experience

CRG LP

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Head of Analytics

  • Oct 2022 - Present

  Houston, Texas, United States



Lincoln Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Investments

  • Jan 2021 - Oct 2022

  Radnor, Pennsylvania, United States



LBC Credit Partners

• United States
• Financial Services
• 1 - 100 Employee

• Augmented Analytics Director

  • Jul 2018 - Jul 2020

  Philadelphia, Pennsylvania • Create and build out firmwide analytics function and data strategy. • Provide thought leadership across firm as it pertains to the evolving discipline of merging finance and technology; advise senior leadership based on market trends, fund modeling, and quantitative analysis on a regular basis. • Select and implement all data warehouse, cloud-based data lake/factory solutions, and end-user analytics/reporting platforms. • Aggregate and centralize data from 10 funds and 238 deals over… Show more • Create and build out firmwide analytics function and data strategy. • Provide thought leadership across firm as it pertains to the evolving discipline of merging finance and technology; advise senior leadership based on market trends, fund modeling, and quantitative analysis on a regular basis. • Select and implement all data warehouse, cloud-based data lake/factory solutions, and end-user analytics/reporting platforms. • Aggregate and centralize data from 10 funds and 238 deals over 15 years into a single platform with full self-service reporting/analytics support. • Create live, interactive dashboards/KRIs with real-time data, configured specifically for the constituent (portfolio team, investor relations, partners, etc). • Develop predictive analytics based on external/internal market and industry information for pre-close due diligence and post-close portfolio monitoring. • Manage all relationships with external technology vendors and consultants. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Data Analytics Associate

  • Jun 2017 - Jul 2018

  Wilmington, Delaware • Integrated data from five legacy Oracle databases into cloud-based Hadoop database resulting in streamlined data/reporting access for analyst teams. • Acted as liaison between IT teams and analyst teams, ensuring that the data populated by IT into Hadoop database was segmented in a user-friendly and intuitive way for analyst teams with little (or zero) coding/systems knowledge. • Managed three-person India-based team in the creation of input or “driver” files, which served as the… Show more • Integrated data from five legacy Oracle databases into cloud-based Hadoop database resulting in streamlined data/reporting access for analyst teams. • Acted as liaison between IT teams and analyst teams, ensuring that the data populated by IT into Hadoop database was segmented in a user-friendly and intuitive way for analyst teams with little (or zero) coding/systems knowledge. • Managed three-person India-based team in the creation of input or “driver” files, which served as the guiding instructions for IT teams’ segmentation of analyst team data. • Provided strategic insight to four analyst team CFOs, translating complex data into actionable information for making business decisions. Show less



Nuclear Electric Insurance Limited

• United States
• Insurance
• 1 - 100 Employee

• Finance/Risk Analyst

  • May 2015 - Jan 2017

  Wilmington, Delaware • Leveraged Monte Carlo Simulation/Var-Covar Modeling to find, maintain, and be responsible for NEIL’s Value at Risk; reported to Sr. Leadership & Board of Directors periodically and upon request. • Produced all risk analyses/pro formas as one of six members tasked with developing and launching a $100M Cyber Insurance Product within five months. • Responsible for the creation of NEIL’s Key Risk Indicators (KRIs) and Net Line Exposure models/dashboards, as well as submitting mitigation… Show more • Leveraged Monte Carlo Simulation/Var-Covar Modeling to find, maintain, and be responsible for NEIL’s Value at Risk; reported to Sr. Leadership & Board of Directors periodically and upon request. • Produced all risk analyses/pro formas as one of six members tasked with developing and launching a $100M Cyber Insurance Product within five months. • Responsible for the creation of NEIL’s Key Risk Indicators (KRIs) and Net Line Exposure models/dashboards, as well as submitting mitigation strategies to Sr. Leadership. • Created Capital Adequacy Compliance models for NEIL’s international subsidiary, ensuring compliance with Solvency II/FLAOR capital adequacy requirements. • Sought inefficiency with extreme prejudice within all NEIL departments, replacing outmoded/mundane processes with self-coded automated solutions with a focus on efficiency, accuracy, and precision. Show less

• Financial Associate

  • May 2013 - Apr 2015

  Radnor, Pennsylvania • Implementing Access database to calculate and forecast fund fee revenue from fund portfolio, which will create the ability to analyze and forecast investment income. Designed & created Access database. • Performs quarterly earnings analysis of fund lineups (including proprietary funds) to ensure investment revenue is maximized. 2013 fund analysis resulted in a revenue increase of $30 million in 2014. • Leads quarterly team effort to analyze the financial statements of 6-8 competitors… Show more • Implementing Access database to calculate and forecast fund fee revenue from fund portfolio, which will create the ability to analyze and forecast investment income. Designed & created Access database. • Performs quarterly earnings analysis of fund lineups (including proprietary funds) to ensure investment revenue is maximized. 2013 fund analysis resulted in a revenue increase of $30 million in 2014. • Leads quarterly team effort to analyze the financial statements of 6-8 competitors in the retirement industry, allowing Lincoln to position its products and manage the business more competitively. • Using Excel / VBA wrote scripts to automate financial models and individualized fund client reports. Automated a quarterly process into a 10 minute macro resulting in annual savings in excess of $100,000. Show less



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• International Investments Country Analyst Intern

  • Jun 2012 - Aug 2012

  • Analyzed financial statements and forecasts in preparation for earnings calls regarding Prudential subsidiary and joint venture companies in China, Japan, Taiwan, and Italy. • Assisted with forecasting earnings/returns on investments based on economic and other assumptions for China, Taiwan, and Italy businesses. • Combined actual data and forecasted data together with economic and other assumptions into a periodic Discounted Cash Flow (DCF) model for China and Italy. • Prepared… Show more • Analyzed financial statements and forecasts in preparation for earnings calls regarding Prudential subsidiary and joint venture companies in China, Japan, Taiwan, and Italy. • Assisted with forecasting earnings/returns on investments based on economic and other assumptions for China, Taiwan, and Italy businesses. • Combined actual data and forecasted data together with economic and other assumptions into a periodic Discounted Cash Flow (DCF) model for China and Italy. • Prepared and delivered proprietary investment reports for senior management. Show less

• Asset, Liability, and Risk Management Intern

  • Jun 2011 - Sep 2011

  • Designed and implemented automated controls to make the forecast model more accurate. • Worked with the Enterprise Valuation Group to develop methodology documentation templates, perform sensitivity analyses and loss severities on loans, and analyze the correlation between bond valuation and other factors (convexity, coupon rate, yield to maturity).


College Works Painting
• United States
• Construction
• 300 - 400 Employee
• District Manager

  • Dec 2009 - Sep 2010