Experience

BAO Systems

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Analytics Services Practice Leader

  • Jan 2022 - Present

  Portland, Oregon Metropolitan Area Consults social entrepreneurs, impact investment funds, foundations, governments, M&E directors, and other tech for impact providers, both internationally and in the United States, to initiative or improve impact measurement, and to leverage impact data as a strategic asset. Designs & leads analytics consulting solutions across all BAO clients, including analytics strategy development, analytics maturity assessments, data visualization & dashboard design, BI/ERP roll-out & change… Show more Consults social entrepreneurs, impact investment funds, foundations, governments, M&E directors, and other tech for impact providers, both internationally and in the United States, to initiative or improve impact measurement, and to leverage impact data as a strategic asset. Designs & leads analytics consulting solutions across all BAO clients, including analytics strategy development, analytics maturity assessments, data visualization & dashboard design, BI/ERP roll-out & change management, custom R package development & publication, open data consulting, data management & governance, training solutions for analytics & visualizations, M&E metric design & roll-out, and integration of Tableau & R in AWS infrastructure. Designs BAO marketing collateral and website content. Leads the curation and growth of the BAO partnership program. Leads outreach & sales engineering across all BAO's social impact consulting & tech services. Designed, implemented, and rolled-out the BAO Impact Analytics Maturity Model, allowing comprehensive assessment of maturity across five domains and 31 subdomains, across Data Use, Culture, Quality & Security, Integration & Interoperability, & Architecture. Project Lead in project with JHPIEGO to implement centralized data warehouse (Microsoft Azure), automated data pipelines from various sources of impact & project data, and comprehensive Power BI dashboards and reports for all JHPIEGO impact measurement and M&E teams. Project Lead in Data.Fi funded project partnering with Fraym to leverage Fraym hyper-local data layers, publicly available PEPFAR data, and BAO analytics tools and expertise to estimate the social and health impacts of a proposed program to introduce tiered payment for HIV treatment.

• Senior Analytics Solutions Strategist

  • Aug 2017 - Jan 2022

  Washington, District Of Columbia Product Owner and developer of simulation modeling and planning tool used by more than 200 USG staff across 60 countries from CDC, Peace Corps, USAID, Department of Defense, and Department of State to forecast trends in the HIV/AIDS epidemic and design custom impact frameworks across several thousand implementing partners. Product Owner and developer for public R package, datapackr (github.com/pepfar-datim/datapackr) & datimutils (https://github.com/pepfar-datim/datapackr) developed… Show more Product Owner and developer of simulation modeling and planning tool used by more than 200 USG staff across 60 countries from CDC, Peace Corps, USAID, Department of Defense, and Department of State to forecast trends in the HIV/AIDS epidemic and design custom impact frameworks across several thousand implementing partners. Product Owner and developer for public R package, datapackr (github.com/pepfar-datim/datapackr) & datimutils (https://github.com/pepfar-datim/datapackr) developed custom for use by PEPFAR and PEPFAR stakeholders to support ongoing target-setting and data upload into DHIS2. Product Owner of suite of R Shiny apps integrated on AWS, powered by Posit Cloud, and used by analysts across PEPFAR to model & measure social impact and operations. Supported deployment of Posit Cloud on AWS infrastructure for use by PEPFAR analytics teams across the globe. Led user support and troubleshooting efforts leveraging Zendesk, Zendesk Chat, & R Bookdown. Led in-person support of PEPFAR analysts at COP19 & COP20. Led design of PEPFAR Data Analytics Vision & Strategy to align data collection, storage, governance, interoperability, & analysis efforts across 60 countries & 7 U.S. Government agencies. Product Owner for public R package datimutils (github.com/pepfar-datim/datimutils), enabling tidyverse-friendly interaction with DHIS2 analytics and metadata APIs. Product Owner for PEPFAR Analytics Platform, an AWS-enabled data collection, storage, management, access, and analysis tool, leveraging DynamoDB, Redshift, Glue, and connectors with DHIS2, external APIs, and MicroStrategy BI.



CHOICE Humanitarian

• United States
• International Trade and Development
• 1 - 100 Employee

• Impact Consultant

  • Jun 2021 - Jun 2022

  Salt Lake City Metropolitan Area Consulted overhaul of M&E impact measurement framework based on the Multidimensional Poverty Index (MPI), and subsequent implementation in KoboToolbox. Led team of 5 interns through BYU Ballard Center for Social Impact to make recommendations about possible metrics across WASH, Nutrition, Agriculture, Gender, Poverty, Health, and Education.



ImpactBeta

• United States
• Internet Publishing

• Co-Founder

  • Sep 2017 - Dec 2018

  Washington D.C. Metro Area Designed and administered survey to aid coalition of 36 graduate schools in identifying barriers to increasing minority representation in graduate international affairs programs. Performed network analysis of 100 competitors and potential partners for biotech nonprofit pioneering microbiome treatments for typhoid, stunting, and malnutrition. Consulted education and refugee support nonprofits to improve analytics strategy and M&E technology infrastructure.



PwC

• Professional Services
• 700 & Above Employee

• Senior Associate

  • Jun 2015 - Aug 2017

  Washington D.C. Metro Area Led PwC’s international initiative to support public sector entities and the U.N. in the roll-out of the Sustainable Development Goals and the 2030 Agenda. Designed a suite of analytics services to provide government statistical organizations and ministries and other non-profits with statistical capacity building, and support for data collection, analysis, and visualization. For UN Women, led efforts to support the Making Every Woman and Girl Count (MEWGC) Initiative through use of R to… Show more Led PwC’s international initiative to support public sector entities and the U.N. in the roll-out of the Sustainable Development Goals and the 2030 Agenda. Designed a suite of analytics services to provide government statistical organizations and ministries and other non-profits with statistical capacity building, and support for data collection, analysis, and visualization. For UN Women, led efforts to support the Making Every Woman and Girl Count (MEWGC) Initiative through use of R to compile and analyze public and other datasets to produce a composite score used to rank countries most in need of assistance to improve the generation and use of gender-disaggregated statistics. For the Office of Justice Programs (Department of Justice), built analytical capacity among grant managers and supervisors overseeing several thousand grants totaling nearly $3 billion to local and state law enforcement agencies and research institutions. Designed OBIEE dashboards and automated analyses to monitor grant management, identify financial and programmatic risks, and intelligently prioritize grant manager tasks. For PEPFAR (Department of State), led statistical-capacity building and was instrumental in the successful establishment of the Interagency Collaborative for Program Improvement (ICPI) as an interagency data analytics and use center of excellence. Supported USG HIV/AIDS response in more than 60 countries through development of standard statistical and analytical methodologies, data quality procedures, data governance protocol and authorities, database architecture designs, visualization methods, M&E indicator framework design, and analyst training programs.

• Experienced Associate

  • Aug 2014 - Jun 2015

  Washington D.C. Metro Area For U.S. Secret Service, reengineered agency data governance processes and implemented firmer financial controls by developing payroll dashboards for use by more than 100 offices, as well as by the Chief Financial Officer and direct reports; used IBM Cognos and Oracle databases along with SQL to query data from agency’s legacy data systems, then SAS to clean and analyze data and discover issues; raised issues of concern to the CFO and Deputy CFO. For Ginnie Mae, worked with PwC’s… Show more For U.S. Secret Service, reengineered agency data governance processes and implemented firmer financial controls by developing payroll dashboards for use by more than 100 offices, as well as by the Chief Financial Officer and direct reports; used IBM Cognos and Oracle databases along with SQL to query data from agency’s legacy data systems, then SAS to clean and analyze data and discover issues; raised issues of concern to the CFO and Deputy CFO. For Ginnie Mae, worked with PwC’s Financial Instruments, Structured Products, and Real Estate team to perform financial modeling and risk assessment of Ginnie Mae Single Family Mortgage-Backed Securities surpassing $3 Billion. Reengineered team modeling processes by creating training guide that decreased start-up costs and modeling errors, a new suite of automated Excel reports to build deliverables and check data quality, and a revised training process. Used SAS to collect and clean large datasets regarding Mortgage-Backed Securities, then used VBA to build interactive dashboard allowing Ginnie Mae leadership to access issuance data as part of executive decision-making processes.

• Associate

  • Aug 2013 - Aug 2014

  McLean, VA For Ginnie Mae, worked with PwC’s Financial Instruments, Structured Products, and Real Estate team, to perform financial modeling of Single Family Mortgage-Backed Securities of a total value surpassing $1 Billion and involving complex notional, planned amortization classes, targeted amortization classes, MX and MX notional combinations, adjustable rate mortgages, and floating and fixed collateral. Reengineered the PwC team’s modeling processes and improved the quality of deliverables by… Show more For Ginnie Mae, worked with PwC’s Financial Instruments, Structured Products, and Real Estate team, to perform financial modeling of Single Family Mortgage-Backed Securities of a total value surpassing $1 Billion and involving complex notional, planned amortization classes, targeted amortization classes, MX and MX notional combinations, adjustable rate mortgages, and floating and fixed collateral. Reengineered the PwC team’s modeling processes and improved the quality of deliverables by creating a training guide that has decreased start-up costs and modeling errors; a new suite of Excel reports to build deliverables, check data quality, and perform business rules validation; and a revised training process. For the Department of Labor, used SAS and Python to clean and analyze Form 5500 Schedule A datasets to document the impact of ACA rollout on employer-provided benefits and propose areas for modernization of data collection processes. For Federal Aviation Administration, inventoried capital oversight deficiencies against Circulars A-123 & A-11, OMB Exhibit 300, the FAA Financial Manual, and the FAR; conducted stakeholder interviews; designed minimally intrusive data collection strategy; designed End-State Operating Model and change process; and served as engagement management process lead.



The Advisory Board Company

• United States
• 1 - 100 Employee

• Research & Insights Marketing Associate

  • Jan 2013 - Aug 2013

  Washington D.C. Metro Area Leveraged business intelligence data on more than 500 healthcare institutions to design support for hospital executives across the United States, resulting in more than $50,000 in revenue. Coordinated company communications across marketing, customer service, and account management to increase cross-selling rates and customer retention. Launched first Advisory Board Social Innovation Fellowship, supporting more than 10 social entrepreneurs to create corporate social responsibility… Show more Leveraged business intelligence data on more than 500 healthcare institutions to design support for hospital executives across the United States, resulting in more than $50,000 in revenue. Coordinated company communications across marketing, customer service, and account management to increase cross-selling rates and customer retention. Launched first Advisory Board Social Innovation Fellowship, supporting more than 10 social entrepreneurs to create corporate social responsibility initiatives in domestic and international locations. Designed dashboards and dynamic mapping solutions using Salesforce. Trained other associates to use these in marketing design. Show less



ShoreBank International

• United Kingdom
• Human Resources Services
• 1 - 100 Employee

• Project Coordinator

  • Aug 2012 - Dec 2012

  Washington D.C. Metro Area Led project management for impact finance instrument design with 7 clients, representing more than $1 million of revenue. Supported consulting projects with social enterprises, foundations, non-profit investment funds, and non-profit consulting agencies regarding fundraising, financial structuring, impact investment, and financial sustainability. Assisted Executive Vice President in business development outreach with more than 40 industry leaders at foundations, government… Show more Led project management for impact finance instrument design with 7 clients, representing more than $1 million of revenue. Supported consulting projects with social enterprises, foundations, non-profit investment funds, and non-profit consulting agencies regarding fundraising, financial structuring, impact investment, and financial sustainability. Assisted Executive Vice President in business development outreach with more than 40 industry leaders at foundations, government agencies, non-profits, and businesses in Africa, Europe, Latin America, the Middle East, East & South Asia, and North America. Show less



BYU Ballard Center for Social Impact

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• President, BYU Social Innovation Leadership Council

  • Oct 2010 - Apr 2012

  Provo, Utah Area Consulted over 30 student social entrepreneurs to increase social impact and student involvement via fundraising, recruitment, program measurement & evaluation, and strategic planning Led team of 24 staff in creating documents, events, and website to encourage collaboration and learning among 20 BYU departments, 30 student social entrepreneurs, and 50 student organizations

• Internship Director

  • Jan 2011 - Dec 2011

  Provo, Utah Area In an effort to prepare the next generation of social entrepreneurs, I worked with a team of 2 other students to develop a structured set of resources to help BYU students obtain internships, develop frameworks for career paths, and aid in the search for careers in social entrepreneurship. Provided oversight and management of teams of student interns providing consulting services to Innosight, Dowser, Ashoka, Teach for America, and the Peery Foundation.



Corporation for National and Community Service

• United States
• Government Administration
• 200 - 300 Employee

• Internship Fellow, U.S. Social Innovation Fund

  • Jun 2011 - Dec 2011

  Washington, DC Supported grant due diligence process at Social Innovation Fund (SIF) during second year of operation and amid a tense budget climate, resulting in the awarding of nearly $170 million in grants to non-profits creating scalable solutions related to youth and education, health, and economic opportunity. Analyzed the $170 million SIF budget and tracked more than $50 million in Congressional appropriations and $100 million in private or state and local government grants tiered across 16… Show more Supported grant due diligence process at Social Innovation Fund (SIF) during second year of operation and amid a tense budget climate, resulting in the awarding of nearly $170 million in grants to non-profits creating scalable solutions related to youth and education, health, and economic opportunity. Analyzed the $170 million SIF budget and tracked more than $50 million in Congressional appropriations and $100 million in private or state and local government grants tiered across 16 grantees & 120 sub-grantees. Reviewed grantee expenditures to ensure timely progress against contract scope and efficient leveraging of grant funds. Insights from this process informed further SIF grantmaking, comprised key performance indicators and SIF dashboard tools, supported operations consulting for these grantees, and contributed to White House reports, the SIF public website, and SIF strategic documents. Analyzed quasi-experimental data from randomized control trial design to create empirics-driven measurement & evaluation dashboard, which supported grantees by enabling more tailored technical assistance across 10 issue areas and more strategic deployment of the $170 million SIF budget. Overhauled the SIF website, wrote press releases, and designed strategy to engage with sub-grantees, national and local press, Congress, and the White House, resulting in 12 months of press coverage in the White House Blog, The Denver Post, The Tulsa World, Governing Magazine, The Queens Times- Ledger, and The Cincinnati Enquirer. Show less



Fairbourne Consulting

• United States
• International Trade and Development

• Intern

  • Jan 2011 - Feb 2011

  Springville, UT Compiled a concept piece for the design of a microfranchise business incubator for a joint project with the Inter-American Development Bank. Performed market analysis in six Latin American countries for consulting an eyeglass microfranchise (VisionSpring) in their next country of entry.



Criterion Ventures

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Internship Team Lead

  • Aug 2010 - Dec 2010

  Provo, Utah Provided analysis to support Criterion Ventures efforts to engage with local and regional partners related to its impact portfolio.



Congressional Research Service

• United States
• Research Services
• 200 - 300 Employee

• Research Associate

  • Jun 2010 - Aug 2010

  Washington D.C. Metro Area Led Congressional Research Service (CRS) response to Congressional interest in social entrepreneurship by authoring its most thorough CRS report about social entrepreneurship’s definition, model, and legislative implications, which was then distributed for use by all Congressional staff and CRS analysts. Gathered 15 CRS analysts and Library of Congress staff for workshop about social entrepreneurship as part of Business and Industry Group discussion series to better educate CRS and… Show more Led Congressional Research Service (CRS) response to Congressional interest in social entrepreneurship by authoring its most thorough CRS report about social entrepreneurship’s definition, model, and legislative implications, which was then distributed for use by all Congressional staff and CRS analysts. Gathered 15 CRS analysts and Library of Congress staff for workshop about social entrepreneurship as part of Business and Industry Group discussion series to better educate CRS and Library of Congress about the topic. Initiated literature review that supported CRS’s and Library of Congress’s efforts to provide resources and databases for further research about social entrepreneurship. Show less



Peery Foundation

• United States
• Philanthropic Fundraising Services

• Social Impact Consultant

  • Jan 2010 - Apr 2010

  Palo Alto, CA & Provo, UT Researched primary causes of 60-73% high school drop-out rates in East Palo Alto, CA through on-site interviews, literature review, and empirical data analysis (using STATA) Developed comprehensive response strategy now used by Foundation to decrease drop-out rates in city, including investment recommendations & criteria. Supported preliminary impact investment due diligence.



The Church of Jesus Christ of Latter-day Saints

• United States
• Religious Institutions
• 700 & Above Employee

• Full-time Representative

  • Aug 2007 - Aug 2009

  Thailand Led and managed teams of fellow missionaries in community-based international development projects throughout rural, suburban, and urban areas of Bangkok, Northern, and Eastern Thailand. Provided leadership training to groups of missionaries, set and monitored progress toward team goals, worked with Mission leadership to set overall strategy for the country’s 150 missionaries, managed team financial budgets, and advised teams in overcoming linguistic, religious, cultural, and… Show more Led and managed teams of fellow missionaries in community-based international development projects throughout rural, suburban, and urban areas of Bangkok, Northern, and Eastern Thailand. Provided leadership training to groups of missionaries, set and monitored progress toward team goals, worked with Mission leadership to set overall strategy for the country’s 150 missionaries, managed team financial budgets, and advised teams in overcoming linguistic, religious, cultural, and socioeconomic barriers to achieving team goals. Designed and implemented programs that enabled over 500 individuals to improve literacy, overcome addictions, receive religious instruction, strengthen family, learn English, and build communities. Provided guidance and mentorship to leaders of local civic organizations, which facilitated greater growth in membership and human capital for these groups. To better understand local culture and to more effectively meet local needs, taught myself to read, write, and speak fluent Thai, and also became intimately familiar with local customs, culture, and traditions. Show less



Boy Scouts of America

• United States
• 1 - 100 Employee

• Ranger, Philmont Scout Ranch

  • May 2007 - Jul 2007

  Cimarron, New Mexico, United States Led crews of 14-18 year old Scouts on treks in the Sangre de Cristo Mountains, while providing experiential learning to become compassionate leaders, survive in the wilderness, and be good stewards of the earth.