DATA-CENTRIC PROJECTS

• Development of the over-arching data strategy, including focus area prioritization, synergy identification, team structure (technical and functional), project definitions, partner selections, and tech stack implementation.

• Conducted extensive partner selection process for an advanced data science initiative to revolutionize the underwriting financial modeling process, including comprehensive SOW/RFP/RFQ, scoring rubrics, curated demos, etc.

• Design, development and implementation of a next-level portfolio financial reporting system, aggregating data in native system format, processing ETL scripts (Alteryx), executing workflows (Dataiku), loading and running data transformations (Snowflake on AWS), processing analytics, and producing reports (Tableau).

• Conducted firm-wide enterprise systems mapping and assessment, including a detailed decision-making process flow (make/buy/maintain), and identification of several improvement opportunities.

• Build out a stable of top-tier third-party data providers, technical advisors, and solutions partners, acting as direct liaison for all project activities from conception to production.

• Investigated, sourced, and implemented the foundational technology stack to support future data initiatives.

PROCESS IMPROVEMENT

• Operational and functional ownership of the enterprise-wide business process documentation & mapping initiative, covering more than eighty processes, including standards and commonization, enacting best practices, and optimization identification / deployment.

• Updated, standardized, improved, and optimized multiple portfolio-wide meeting and reporting templates.

• Developed and built-out the 9-box / succession-planning utility that aggregates supervisor survey responses, applies applicable scoring, and provides reports / insights into individual, team, function, and group classifications.

• Created the cloud-based team member directory, compromised of employee profiles, contact information, reporting structure, team information, and various views/filters.

• Spear-headed the firm-wide roll-out of a cloud-based enterprise operating system, including requirements gathering, function / process development, user training and adoption, documentation, and troubleshooting.

• Provided enhanced functionality to the enterprise-wide decision matrix, allowing for focused insight into both processes and decision-makers by decision type and functional area.

• Created the Hoshin (annual goals) KPI analytics / reporting tool, utilizing regular cadence updates of various measures to classify initiatives in “stop light” performance buckets coupled with executive-level visualization.

• Developed the management company budget vs actual reporting analysis tool, including executive-level visualization.

• Led development of the enterprise-wide, cloud-based internal resource site, comprised of pertinent employee documents (policies, procedures, forms, manuals), resources, how-to guides, etc.

• Partnered with investor relations, supporting the fund-raising team with development of a communication and actions tracking process / toolset.

PORTFOLIO MANAGEMENT & DEVELOPMENT

• Direct operational and functional partnership with multiple portfolio platform companies; focus areas include financial performance management, operational improvement initiatives, board meetings, and executive leadership.

• Conduct in-depth cost modeling studies to determine product profitability, including target versus actual analysis, operational variables, overhead allocations, and multiple margin views; utilize results to develop strategic pricing, support new business development / quoting activities, understand capacity utilization, etc.

• Direct detailed operational cost analyses to determine appropriate cost allocations for fixed / variable overhead, depreciation, direct / indirect labor costs, SG&A, etc.

• Design and build new business development pipeline tracking mechanisms, including analytical reports and dashboard, to support revenue generation, goal setting, and performance analysis.

• Lead portfolio company executive teams in annual business plan development and long-term strategy creation, utilizing historical company performance information, market studies, quantitative data, and deep analytics of all data sources.

• Partner with new platform company CEOs during the on-boarding process, supporting various endeavors including organization realignment, executive team building, workforce utilization analysis, compensation matrix restructuring, strategic planning, revenue forecasting, product roadmap development, and goal setting.

• Development and on-going maintenance of advanced automotive forecast analysis & reporting tools utilized to support due diligence, budgeting processes, investment thesis updates, and new business development activities.

• Led targeted portfolio enhancement projects focused on efficiency and margin improvement.

• Support new deal due diligence in areas of subject matter expertise, leveraging direct experience alongside third-party data sources utilizing advanced data analysis techniques.

FIRM-WIDE INITIATIVES

• Overhauled the management company forecasting model which contained dozens of disparate worksheets, overly complex and disconnected formulas, excessive linking, and minimal lookups; produced a production-ready model capable of dynamic data set and time series creation coupled with deep analytics and an intuitive user interface.

• Compile and publish an extensive monthly economic outlook report utilizing dozens of data sources capturing global, national, and regional insight into multiple factors impacting industrial manufacturing, including but not limited to macroeconomic trends, commodity prices, labor details, numerous metrics & indicators, and a variety of forecasts.

• Developed a comprehensive forecasting tool to forecast carbon emissions avoidance based on use of alternate materials in component manufacturing to support automotive light-weighting and production of battery electric vehicles.

• Serve as Treasurer for the MiddleGround Capital Charitable Foundation by coordinating all inbound/outbound financial activity, transaction tracking and reporting, bank statement reconciliation, summary statement generation, and annual tax filings.