Work Experience

IT Business Analysis Manager

June 2023 - Present

Leading the SaaS migration process through vendor assessments & negotiations, data preparation, and stakeholder management to ensure successful transition and to align stakeholders’ needs with the new SaaS solution
Translating business requirements into technical specifications to optimize the IT footprint: reduced the footprint by 29% and realized a 42% cost savings to date
Managing digital transformation projects, analyzing business practices to improve operations through process automations
Redesigning company website leveraging SEO strategies that increased site performance by 33%

Software Asset Management Analyst II

September 2020 - August 2021

Recreated and revised the technological migration and implementation process after an acquisition for a major insurance company: to ensure synergies are realized and to identify $1.7mm in redundancies between the parent and subsidiary company

Conducted a detailed cross-department analysis to identify areas for cost reallocation and minimize sunk-costs during audits
Assessed software environments and agreements to identify over-deployed licenses and provide compliance strategies: reviewed historical and then-current agreements to produce optimal future state recommendations
Developed processes and practices on unfamiliar vendor spaces to empower deal makers and to establish internal standards

Analyst II

June 2018 - May 2018

Analyst

June 2017 - May 2018

Created an enterprise storage database for future analyses and deals: this practice was adopted by the entire line of business
Generated solutions to automate processes during deals with templates and models: reduced analyses hours from 3 to under 1
Provided clients with reports and advised on resource allocation through projected expense models and visualizations
Developed processes and best-practices on unfamiliar vendor spaces to empower deal makers with knowledge and leverage

Private Equity Intern

January 2016 - May 2016

Conducted primary market research through academic studies to validate Clarkston Merchant Partner’s investment thesis
Screened 2,500 companies in the U.S. small cap market and used financial ratios to narrow down the market to 5 potential investment targets
Constructed financial models, including discounted cash flow and comparable company analysis, to value potential targets
Recommended one relevant go-private target and provided exit opportunities for Clarkston Merchant Partners to pursue

Equity Capital Markets Intern

June 2015 - May 2015

Created an in-depth ECM infographic on Chinese companies delisting from U.S Exchanges that was later referenced in a CNBC article
Generated a circular on the accelerated offerings market that was distributed to clients and employees worldwide
Assisted with product development by comparing international usage rates with domestic rates to identify a $5mm revenue opportunity
Helped clients troubleshoot their data outputs and performed trainings on over 300 reports

Led over 700 engagements worth $2.1bn, advised clients on negotiations, and identified savings of $1mm per IT investment
Collaborated with Fortune 500 executives to optimize investments, understand stakeholders’ needs to provide strategic technology recommendations, and produced demand models depicting the investments’ impact on financial statements
Created reports with visualization to provide insights into the enterprise storage market: used in strategies and negotiations
Analyzed clients’ forecasted IT budgets and proposed strategies to reduce operational run rates and mitigate contractual risks