- Worked closely with executive leadership and senior cross-functional stakeholders analyzing large data sets to shape and drive the company's corporate strategy, ensuring alignment with overall business objectives and market trends
- Selected project experience
- Led in-depth profitability analysis of 26 investment teams / 200+ small clients, resulting in a firm-wide client prioritization exercise enhancing revenue per investment Full-Time Equivalent (FTE) by 10
- Managed CA's carbon strategy, including program management of carbon emissions measurement and vendor selection, reducing the measurement time by 25% and achieving SEC audit-ready emission measurement while reducing reputational risk
- Evaluated the business development organization's roles and responsibilities, optimizing revenue operations and driving a departmental restructuring that increased operational efficiency by 20%, positioning CA to achieve its long-term growth objectives
- Evaluated a potential partnership opportunity with an administrative services provider for charitable organizations to gain a foothold in an underpenetrated market, with an estimated market share gain of 3
- Designed and developed Power BI dashboards used by senior leadership to gauge EOY investment and revenue performance for investment directors leading to a 16% reduction in EOY performance review time
- Diagnosed firm-wide data issues, identifying 9 high-priority challenges and presenting actionable recommendations to leadership