Experience

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  Frost & sullivan

  Jan 2012 - Jan 2012

  Analyst intern
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  Hi-beam consulting llc

  Jan 2013 - Jan 2014

  Consulting analyst

  • Analyzed the financial reports and performed due diligence on potential investments for private equity in the manufacturing sector.• Assisted clients in making business operation decisions by forecasting product line earnings.

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  Vinings management corporation

  Jan 2014 - Jan 2016

  • Evaluated fund manager performance and performed calculations on client assets of over $500M in life insurance. Tracked portfolio weights and correlation and benchmarked against liabilities.• Performed capital budgeting such as NPV, IRR, or equivalent annual expenditure analysis for capital expenses within executive retirement plans.• Involved in presentations to corporate clients, including Medtronic, Ecolab, and Arris; banks, including Northern Trust and Wells Fargo; and all major life insurance companies.• Reduced clients' taxes when funding executive compensation plans through deep knowledge of 409A nonqualified and ERISA plans, analyzing proxy statements and annual reports.• Saved clients ~$10M by creating financial models with 30-year projections for consolidated financial statements, trusts, and intercorporate investments to determine the appropriate use of cash and inform investment strategy.• Recommended a successful tactical asset allocation strategy for a corporate client before the market downturn in August 2015.• Signed off on Big Four auditors' client life insurance accounting related to ASC 325-30 (FAS 85-4). Show less

  • Senior Investment Analyst

    Jan 2016 - Jan 2016

  • Analyst

    Jan 2014 - Jan 2016
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  Martinlogan

  Jan 2016 - Jan 2019

  Senior business financial analyst

  • Supported forecasting and budgeting, identifying trends and explaining variances.• Conducted due diligence on potential strategic acquisitions. Prepared for the sale of the company through thorough financial analysis.• Helped propel the company's sales growth to 6% in the last few fiscal years despite negative industry growth by evaluating dealer and product line sales and identifying key performance indicators and insights using SQL queries and Excel/VBA.• Contributed to a 2% increase in gross margin by conducting analyses of dealer and wholesale gross margins across product lines to establish sales opportunity matrices and evaluate proposed sales promotion impact. Show less

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  Autonomous finance

  Jan 2019 - Jan 2020

  Founder

  Pre-COVID• Helped small businesses optimize key metrics and anticipate customer demand. Performed strategic financial planning and analysis (FP&A).• Created Excel VBA spreadsheets and developed customized dashboard applications using Access/SQL coding.During COVID• Actively managed a portfolio of large-cap stocks that outperformed the S&P 500 by 20% from March 2020 to July 2020. Alpha was largely generated from rotation into airline and cruise line stocks in mid-March 2020.• Tutored undergraduate and MBA students in Excel and accounting. Show less

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  Mint mobile

  Jan 2020 - Jan 2024

  Senior corporate strategy analyst

  - Ka'ena Corporation until 5/2024• Helped grow the company value by 5x to an eventual $1.35B sale to T-Mobile, with revenue increasing by over 275% over the course of employment, aided by detailed analyses and projects.• Collaborated across the organization, including EIM (Enterprise Information Management), Marketing, Product Management, and Finance. Led projects, including establishing key performance indicators, implementing a dashboard to analyze competitor pricing, and setting new recovery fees.• Analyzed the mobile virtual network operator (MVNO) telecom market and created a pipeline of potential acquisition targets.• Boosted revenue through promotions informed by analysis. Automated reports and built out survivorship analysis using advanced SQL and Python (pandas and developer level), saving hours per month.• Avoided losses of $2 to $50M by conducting rigorous valuation analyses and due diligence on potential strategic acquisitions.• Reduced customer care spending by ~$5 million related to labor and technology costs while maintaining quality standards.• Increased customer lifetime value (CLV) and avoided overages by building accurate forecasts of subscriber data usage on plans. In one case, increased CLV by ~$8 per sub across 800,000 subscribers. Detected seasonal patterns by identifying serial correlation issues using linear regression.• Recruited for the company and mentored teammates, including SQL, statistics, and Python instruction. Show less

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  Leader's advantage

  Jan 2024 - now

  Founder

  • Providing AI agents and/or automated workflows for repetitive financial, investment, and data analysis work. Agents include automation from web collection of public data to automated reports/analyses as well as implementing Machine Learning and Large Language AI models within a client’s business. Learn more at www.leadersadv.com.