
Résumé
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