Resume

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• Selected from competitive pool of 30+ Analysts by Global Managing Director to track and derive insights from $320M+ commercial pipeline of 500+ enterprise accounts; increased sales presence at accounts by 20% through cross-functional visibility

• Designed financial model in Excel, leveraging $300M+ of CRM data (sales pipeline, performance, and project order opportunities); improved sales forecasting by ~90% accuracy, visually demonstrating tangible progress toward exec team’s commercial sales goals

• Chosen by Director of Commercial Operations to lead team of 5 on 4-month $50M initiative to form new sales team representing all Rockwell’s capabilities (goal of driving $17M+ in incremental services revenue by FY24 across 34+ global target accounts)

• Conducted historical delivery and market research to develop 16 client proposals for exec team; led to 5 deals valued at $890k

• Headed a 6-person team to develop a national go-to-market strategy aimed at driving delivery sales for $5.4B fast casual restaurant

• Compiled survey data from 400+ respondents and analyzed dataset to evaluate contributing factors guiding Generation Z’s purchasing decisions, favorite promotions, best marketing vehicles and consumer values across college campuses nationwide

• Reviewed 35 annual stewardship reports from $1B+ asset management companies with team of 7 for a $5M analytics software company; assessed human capital management policies across leading firms and identified lack of consistent policies

• Spearheaded cold emailing efforts to interview Investment Stewardship execs across 35 top companies and interviewed VP of BlackRock Investment Stewardship and Corp. Governance; presented key industry trends and insights to EVP of Strategy and Dev.

• Examined state financial reports for a $38M real estate advisory firm to determine major employers within cities; to predict supply and demand, mapped locations of 10+ $5M employers, restaurants, and local amenities relative to client’s $50M+ construction site

• Gathered primary data on concessions, occupancy rate, and rent roll from 500+ apartment buildings; created trend report for missing data in Excel to optimize apartment unit pricing strategy

• Conferred with 10+ city planners and developers on city planning documents to gain insight on status of new and ongoing developments, contributing to annual projections of supply and demand in San Francisco’s housing market