EDUCATION

Columbia Business School | MBA
The University of Texas at Austin | BS Mathematics

 

EXPERIENCE

DELOITTE CONSULTING | Strategy & Operations, M&A practice
Manager (2022 – Present), Senior Consultant (2020-2022)

Due Diligences

  • Performed operational due diligence on marketing function of a $15B TMT carveout. Baselined organization and identified $200M (20%) in marketing savings for PE acquirer. Estimated Transitional Service Agreement (TSA) requirements and costs

  • Completed three additional commercial/operational due diligences on companies with $20M – $300M in annual revenue for strategic acquirers. Evaluated cost structures and revenue models. Quantified initial synergy opportunities

  • Assessed client’s Separation Management Office for effectiveness and developed recommendations to enhance Day 1 readiness

Integrations & Divestitures

  • Embedded in a large (>$20B ARR), SAAS client’s go-to-market M&A group in a Director-level role. Led integration initiatives (lead pass operations, people integrations, enablement) across multiple acquisitions supporting over $500M in annual revenue

  • Developed end-to-end separation strategy for two go-to-market functions in support of a $4B TMT divestiture for PE client. Collaborated cross-functionally to complete blueprinting, separation workplans, and TSAs resulting in an issue-free Day 1

  • Advised client’s Separation Management Office in support of a $2B FSI divestiture. Provided counsel on program’s structure, timeline, and milestones. Managed functional workstreams through Day 1, enabling a seamless separation

Firm Initiatives

  • Teamed with IT to enhance client-facing M&A blueprinting software asset. Expanded team (managed two junior resources) and delivered sales demos to prospective clients helping drive ~$40M in enabled revenue

  • Supported three consulting sales proposals resulting in two wins (~$1M in revenue)

NEW YORK ANGELS | Consortium of angel investors providing equity capital for early-stage companies

MBA Intern
Summer 2020

  • Conducted due diligence on startups disrupting biotechnology, construction, consumer services, and fintech industries. Interviewed entrepreneurs and subject-mattered experts. Analyzed portfolio IRR. Facilitated pitch day logistics.

WAYFAIR, LLC | E-commerce company focused on all things home

MBA Intern
Summer 2019

  • Developed strategy to double rich media coverage on site, projected to increase revenue by $27M

  • Wrote SQL scripts and built Tableau dashboard to automate an Excel bottleneck, saving team 16 (80%) FTE hours per month

DELOITTE CONSULTING | Human Capital, actuarial consulting practice
Senior Consultant (2016-2018), Consultant (2014-2016), Analyst (2012-2014)

  • Created strategy roadmap to overhaul client’s enterprise data management practices, generating $63M in revenue (39% IRR)

  • Benchmarked client against best-in-class companies to quantify $37M (ROI of 270%) in cost reductions

  • Used SAS and Tableau to detect patterns of fraudulent claims for insurance client. Predicted to reduce fraud by $11M (32%)

  • Led actuarial testing for quarter and year-end audits. Validated actuarial balances conformed with GAAP and statutory standards

  • Delivered various projects to optimize processes for actuarial financial statement reporting and risk capital calculations

SKILLS, ORGANIZATIONS, AND INTERESTS

Skills: SQL, Tableau, R, SAS, VBA (Professional Experience); Python, CSS, HTML (Basic Knowledge)

Organizations: Passed CFA Level 1, Fellow of the Society of Actuaries (inactive)

Interests: Watching movies at Alamo Drafthouse, learning George Strait on guitar, not falling while skiing blues