RESUME
Professional ​
Info​​
Successful business strategy leader. Extensive experience in Change Management, Organizational Strategy, and Analytics. Proven leadership skills with ten years of experience in Non-Profit leadership. Experience in Higher Education, Financial Services, and Consulting industries. Strong analytical, problem-solving, and strategic thinking skills. Superb communication skills and ability to effectively engage with Executive management, business stakeholders and technical teams.
Skills
Excel
PowerPoint
Word
Tableau
Microstrategy
Adobe Captivate
Articulate Storyline
MySQL
Work​
Experience​
Languages
Founder and Director
The Consultant Mentorship Program
​2014 - present
- Coach undergraduate students in consulting skills
- Prepare candidates for consulting interviews
- Equip incoming analysts with problem structuring skills
- Staff analysts on pro-bono projects with Non Profit organizations
- Deliver training curriculum using ADDIE model
Owner and CEO
American Investment and Trading Company (AITCO)
​2014 - present
AITCO was founded in 1996 with a focus on trading cars and trucks domestically. It recently shifted its direction to international import and export.
Projects:
- Facilitated trades between suppliers and buyers in Sugar industry
- Developed market entry plan for North African client in automobile industry
- Provided North African clients with competitive pricing on clothing and baby products.
Change Management Analyst
University of California, Berkeley
Operational Excellence
​2013 - 2014
Engaged various types of stakeholders and clients across the organization. Engagements included internal and external clients within the Human Capital Management, Payroll, Information Technology, Campus Shared Services, University and Departmental leadership domains.
ï‚· Business Analysis
o Identified numerous data integrity issues and recommended fixes to Human Capital Management team – Fiscal and Academic Year analysis, Faculty Supervisor analysis, Employee Record Number duplication, and Appointment End Date issue.
o Conducted Contracts and Grants Analysis that played a critical role in ensuring that employees are paid accurately.
ï‚· Analytics
o Served as the database administrator of all project metrics – maintained adoption and usage data, success metrics, and projected user data.
o Designed, developed, and built dashboards for various clients – Project Manager, Division/Departmental Leads, and Change Agents.
o Created interactive Terminal Clock campus maps - enabled clients to see which Terminal Clocks their campus units could use.
o Developed report that identifies which Terminal Clocks are accessible to which Non-Exempt Employees.
o Created Employee and Supervisor reports ahead of Go-Live to ensure data accuracy and enabled clients to validate data.
ï‚· Strategy
o Developed training strategy for Training Team to gather departmental training needs – mechanism drove data-gathering efforts.
o Recommended unique, friendly bank account identifier for every job and employee.
o Devised feedback strategy for Deployment Team leveraging cloud-based collaborating tools.
Change Management Analyst
Emerson Human Capital Consulting
Consultant Development Program
​2012 - 2013
Established the Consultant Development Program (CDP) as the firm’s two-year analyst training program. Contributed to projects for clients within the Higher Education, Entertainment, Consulting, and Information Technology industries.
ï‚· Strategy
o Provided Program Director with management tips that improved team performance drastically – gamified course development making it competitive.
o Recommended defining analyst career path and complementary incentive structure – receive bonus after completing every six months of program.
o Suggested method for developing analyst expertise based on client engagements.
ï‚· Analytics
o Developed graphs and charts to measure adoption of electronic voting system for client in Entertainment industry.
o Created Heat Map Matrix to determine complexity of concurrent projects for client in Higher Education industry.
o Designed, developed, and deployed consultant billable hours dashboards to every tier within the firm to improve consultant forecasting.
ï‚· Instructional Design
o Created courses as a part of the analyst curriculum – Managing Your Manager, Time Management, E-Learning Tools.
o Leveraged Bloom’s Taxonomy in defining course learning objectives.
o Utilized the latest E-Learning tools to create course content – Adobe Captivate, Articulate Storyline, Brainshark, Articulate Studio.
Research and Planning Analyst
Gotham Orient Partners
​2011 - 2012
Worked to establish American Nanotechnology Company with Asian partnership. Developed business plans for international deals between companies in Asia and counterparts in the United States. Worked directly with company Partner to develop presentations and business plans.
Top achievements:
• Developed the business plan for nanotechnology firm in Los Angeles.
• Communicated with Partner, CMO and CEO of company throughout planning cycle.
• Prepared pitches to potential investors and clients to raise start-up funds.
• Studied competitors to set advertising criteria for website marketing.
• Played an integral role in luring Middle Eastern investors into projects.
• Conducted market research & enhanced marketing tactic to reach target audience.
Summer Business Analyst
Quant Media Advisers
​2011 - 2011
Worked with Principals to conduct media company valuations and prescribed market-entry mechanisms. Developed project proposals for advisers to develop and enhance B2B relationships. Gained proficiency on Capital IQ and ran quantitative analysis working with spreadsheets.
Top achievements:
• Ran market and M&A comparables; Targeted specific industries and geographics.
• Worked with Principals of company to fine-tune marketing and presentation tactic.
• Delivered weekly reports to employer relating to conducted market research.
Summer Financial Analyst
New England Financial - A MetLife Company
​2010 - 2010
Facilitated historical comparables for advisers by developing a baseline to compare, evaluate, and analyze client portfolios as research continues annually.
Top achievements:
• Facilitated communication between clients and financial advisers by putting together client reports; engineered research methodology with advisers.
• Maximized client returns by assisting senior financial advisers conduct risk analysis on investments worth $180 million.
• Prepared and presented research on various industries to identify high return investments.
Python
SQL
VBA
Education
UC Berkeley - Extension
​2013 - Present
Business Analysis Certificate