Work Experience

IT Business Analysis Manager

June 2023 - Present

Leading the SaaS migration process by conducting vendor assessments, negotiating contracts and preparing data to ensure a successful transition while aligning the new solution with stakeholder needs: reduced initial proposals by over 45%
Developing strategies to meet business requirements and translate technical specifications into practical implementations to optimize the IT footprint: reduced the footprint by 29% and realized a 42% cost savings in the last twelve months
Redesigning company website leveraging SEO strategies to communicate new service offerings: increased site performance by 42%
Analyzing sales, marketing and operational practices to improve operations through process automations via technology integrations

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: ensured synergies are realized and identified $1.7M in ¬redundancies between the parent and subsidiary company
Leveraged script and service management outputs to pinpoint cost reallocation opportunities: typically resulting in +15% savings
Conducted a detailed cross-department analysis to identify cost reallocation opportunities and reduce 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 and to prevent future audit risks
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 $2.1B, advised clients on negotiations, and identified savings of $1M 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
Managed a team of 5 responsible for 17% of the vertical's case volume: analyzed clients’ forecasted IT budgets, proposed strategies to reduce operational run rates, and mitigated contractual risks through business intelligence analyses
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