• Preparing new airline concept for seed raise

• Partnership structured as a retainer

• Designed Operations and Customer Success organization structure and procedures

• Partnership structured as a retainer

• Converted to full-time role

• Developed tools and guidance for inventory management strategy

• Partnership structured as a retainer

• Guided $3MM Series A raise by developing go-to-market strategy and growth plans for B2B SaaS and marketplace products

• Generated P&L projections and accompanying market sizing, revenue, cost, and other models

• Introduced statistical methods to segment customers and analyze sales force effectiveness, pricing, and growth

• Partnership structured as a retainer

• Supported developing GTM strategy for stealth healthcare initiative

• Partnership structured as ad hoc services

• Helped transition from B2C to B2B model and launch a new service line for semi-autonomous flight technology

• Assisted in development of go-to-market strategy for new product focused at aircraft owners, OEMs, and operators 

• Determined total addressable market, defined and segmented customers, and informed product needs and price points

• Partnership structured as a retainer and ad hoc services

Industry: Consumer and Industrial Products

Service Area: Strategy & Operations

Service Line: Supply Chain & Manufacturing Ops

Consultant; 3 months

Global discount retailer chain

Freight strategy for large retailer

Role: Consultant

•   Determine bidding targets for freight negotiation

•   Track and advise negotiations (such as creating cheat sheets)

•   Identify and prioritize network weaknesses 

Industry: Consumer and Industrial Products

Service Area: Strategy & Operations

Service Line: Supply Chain & Manufacturing Ops

Consultant; 7 months

Leading Aerospace and Defense contractor

Factory redesign and improvement

Role: Aeronautics Manufacturing System Consultant

•   Led interviews, built and managed relationships with mechanics, supervisors, and engineers to better understand the building process, reduce unnecessary downtime, and improve overall performance on both cost and time without individual mechanic performance or time studies

•   Developed models to identify problem areas in the build and prioritize improvement initiatives 

•   Prepared area and successfully implemented production improvement from 4-day takt to 3.5 day takt (increase throughput by 14%) and worked with industrial, operational, mechanical engineers to prepare for 3-day takt (33% increase)

•   Produced a variety of reports to provide insight into individual, overall, and Deloitte-specific performance of the Aeronautics Manufacturing System implantation 

•   Supported supervisors as we changed their crew planning software, and supported mechanics as they started to follow a new crew plan that held them more accountable for time spent on operations

•   Initiated effort with Quality and Materials teams to improve turnaround on quality issues and standardize resolutions 

Industry: Technology, Media, and Telecommunications

Service Area: Strategy & Operations

Service Line: Strategy

Consultant; 6 months

Large high-tech data management, protection, and insights company

Sales strategy

Role: Consultant

•   Identified $70MM in cost savings to fund company transitioning sales model by identifying underperforming sales reps, exiting unprofitable countries, optimizing pre-sales and inside sales coverage, and restructuring upper-level management

•   Developed ground-up, globally-consistent customer segmentation model and the accompanying coverage ratios for both direct sales and pre-sales to best serve clients while maintaining costs

Industry: Consumer and Industrial Products

Service Area: Strategy & Operations

Service Line: Strategy

Business Analyst; 4 months

Leading food and beverage manufacturer

Supply chain strategy

Role: Business Analyst

•   Improved client-facing reports’ stability, efficiency, and precision by rewriting macros to allow for accurately running reports in real-time rather than once a week

•   Eliminated the need for offshore team by developing tools and methodologies to efficiently perform uploading and download materials across 90 folders on SharePoint

•   Developed tools to automatically identify trends and highlight issues in the transition process, allowing for immediate escalation to leadership and faster resolution

•   Reduced turnaround time on reports significantly by improving reporting techniques and processes, saving over 20 hours per week across multiple analysts

•   Led relationship category management VPs and developed category management tools to capture changes in shelf space and sales volume through the transition

•   Parlayed category management information into revenue impact modeling and business case reconciliation, leading into an additional project within the corporate development group to track transition progress

•   Managed relationships with client’s customers (i.e., grocery store chains), joining interviews to ensure that the transition is going well for customers and that they would be able to continue business seamlessly in the new distribution model

Industry: Consumer and Industrial Products

Service Area: Strategy & Operations

Service Line: Supply Chain & Manufacturing Ops

Business Analyst; 5 months

Leading Aerospace and Defense contractor

Factory redesign and improvement

Role: C-130 Analyst

•   Proved how widespread mechanic absenteeism was causing detriment to the factory performance by developing Tableau dashboards to bring clarity to time charging behavior of employees

•   Developed hypotheses and disproved “myths” around mechanics’ sandbagging or front-loading hours and other potentially deceptive behaviors using historical data to build Tableau dashboards, enabling the team to focus on specific issues and ignore false-positives

•   Reduced burden of projecting and tracking build performance as well as comparing trends in historical build performances to improve understanding of projections by developing tools in both Excel and Tableau. Reduced three to four hour daily process to under an hour

•   Provided clients with interactive, Tableau-like tools to track individual mechanic performance developed in a highly-versatile macro-enabled workbook that would read data from Tableau, create an Excel workbook for each area with worksheets for each build in that area, and email workbooks to clients for their use in morning huddles

•   Scoped out and built preliminary simulation and cost-savings models for potential factory improvement schemes to pitch to client in addition to current work. Models covered staff variability pooling and manpower flexibility by cross-training employees and by implementing highly-trained “SWAT” team

•   Took a process from one week down to fifteen minutes by developing highly-interactive tools to track and benchmark project performance against a dynamic set of historical information, generating high-level insights into project progress and individual performance. This information fed into slides used weekly in discussions with COO and helped lead to project extension

•   Pioneered automation tools in order to run previous-day performance report every morning at 5am and dispatch results to clients with minimal human interaction using a variety of tools including Task Scheduler, VBA, and PowerShell

•   Created staffing resource allocation program from scratch using VBA and Python coding languages to enable client’s crew management software to assign production jobs based on skill and a variety of other factors rather than just availability. This enabled the project team and client team to create highly-customized, thoroughly-vetted crew plans three times a day in a fraction of the time required before

Industry: Technology, Media, Telecommunications

Service Area: Strategy & Operations

Service Line: Mergers & Acquisitions

Business Analyst; 1 month 

Leading telecommunications and leading fleet management firms

Merger assistance

Role: Business Analyst

•   Assisted in developing online collaboration tool to collect status and details as part of tracking integration progress and updates

•   Designed easy-to-update, interactive dashboard to review status of integration events

Industry: Consumer and Industrial Products

Service Area: Technology

Service Line: IT Strategy

Business Analyst; 2 months 

Leading international airline 

Information Technology Service Management maturity assessment

Role: ITSM Maturity Assessment, Analyst

•   Interviewed stakeholders across IT organization, drafted questions and materials, set up calls and organized meetings, gathered and compiled notes, analyzed and aggregated responses

•   Assisted in developing maturity model and grading interview responses

•   Built out slides to explain the current state, desired state, and industry state with explanations for each and detailed plan of action for the client

•   Created interactive Tableau tool and slide deck to explain trends in IT ticket processing, response times, and coincidental events as well as identify major ticket causes

Industry: Consumer and Industrial Products

Service Area: Strategy and Operations

Service Line: Strategy

Business Analyst; 2 months 

Center for Customer Insights

Deloitte Digital customer analytics and retail strategy

Role: Large Professional Services Firm, Analyst

•   Updated, managed, and integrated database of all client’s transactions over the past three years, and completed a variety of analysis on the dataset within the database itself and in Excel

•   Analyzed year over year changes in customer base, average spend, and total revenues across a variety of cuts across customer demographics

•   Analyzed and compared coupon productivity across years

•   Analyzed retention rates and identified trends for customers and how they impact revenues

•   Developed Tableau dashboard connected to SQL database to look into customer migration by segment and how it affects sales, coupon usage, and other factors

•   Worked with Deloitte Audit teams to ensure data accuracy, and identified and provided solution to database error that was affected audit reports

Role: Large Retailer, Analyst

•   Analyzed effectiveness of subscription services and identified ways to improve the service

•   Identified major barriers to customers engaging subscription services 

•   Analyzed how different cuts of the customer base interact with client’s online and digital retails services

•   Recreated entire Tableau deliverable in Excel to confirm graphics and provided advanced analysis

Role: Deloitte Digital, Analyst 

•   Analyzed survey data to determine customer behavior, shopping habits, and preferences by product category, demographics, age, and other factors

•   Developed tool to predict customer behavior using negative binomial distribution regression model

•   Forecasted influence of digital devices in shopping behavior using a bass distribution regression model

•   Created charts, provided analysis, and developed story to tell Deloitte’s take on how digital devices influence shopping habits, to be published in Deloitte’s white paper “Digital Divide”

•   Performed statistical analysis to identify correlations and ensure data significance 

Role: Large Big-Box Retailer, Analyst

•   Analyzed survey data to determine customer behavior, shopping habits, and preferences by client product categories, target demographics, age, customer type, and client shoppers and competitor shoppers

•   Developed tool to predict customer behavior using negative binomial distribution regression model

•   Forecasted influence of digital devices in shopping behavior using a bass distribution regression model

•   Created charts and developed story to tell how client’s digital state compares with the overall market 

•   Performed statistical analysis to identify correlations and ensure data significance 

•   Suggested areas to focus on in digital in order to drive sales growth

Technical Environment: Excel, VBA, Tableau, SQL

Industry: Financial Services

Service Area: Strategy and Operations

Service Line: Mergers & Acquisitions

Business Analyst; 1 month 

Private equity firm

Carve-out and integration operational due diligence

Role: Core Team, Analyst

•   Developed combined headcount optimization model to asses impact to workforce and salaries

•   Developed synergy and cost models for $2B carve-out of industrial products company

•   Managed, updated, and tracked data room

•   Generated data request lists and management interview guides for functional leads

•   Created and managed working group list 

•   Worked on cross-functional team made up of Deloitte M&A Transactions Services (MATS), Accounting, Advisory, Strategy & Operations, Technology, and Human Capital practitioners

Technical Environment: Excel

Industry: Consumer and Industrial Products

Service Area: Strategy and Operations

Service Line: Business Model Transformation

Business Analyst; 3 months 

Leading professional services firm

Technology shared services maturity assessment and transformation strategy

Role: Project Management and Project Lead Team, Analyst

•   Conducted interviews with nearly 100 experts and leaders, including over 20 chief officers across 40 member firms 

•   Analyzed current state of shared services, provided shared services maturity assessment, developed end-state goals, and provided recommended a course of action to achieve desired end-state maturity

•   Presented results to CIOs and CTOs at international conference

•   Worked with Strategy & Operations and Human Capital across the US, Canada, Belgium, and India 

•   Wrote process flows to understand and track how technology requests and incidents are handled by teams around the world

•   Built cost model in Excel and Tableau to forecast expenses through 2020 to determine required cost recoveries for shared services center

•   Benchmarked IT costs for client against leading clients and identified opportunities to improve struggling benchmarks

•   Created dashboards in both Tableau and Excel to provide one-sheet view of various shared services key performance metrics and provide overall state of each set of services

•   Identified impact and complexity of possible improvement opportunities using multifactor tool to measure costs, stakeholders, duration, etc., and then helped prioritize projects

•   Helped build governance structure for new shared services group

•   Created playbook for shared services that included step-by-step shared services go-live checklist for all functions, service overview and process maps, governance structure and operating model, service management functions, customer interaction model, and project charts with prioritization framework

Technical Environment: Excel

Industry: Financial Services

Service Area: Strategy and Operations

Service Line: Mergers & Acquisitions

Business Analyst; 4 months 

Top 10 financial institution

Pre-deal banking acquisition of a line of business from a competing back completed on an accelerated timeline with only four months from announcement to close

Role: Integration Management Office, Project Coordinator

•   Developed and managed Legal Day 1 Requirements list 

•   Drafted, developed, and managed Legal Day 1 minute-by-minute checklist

•   Developed materials for Legal Day 1 Blitz, Legal Day 1 Blueprinting Sessions, and other key Legal Day 1 Planning Tools (such as budget and scheduling Excel-based applications)

•   Determined key milestones for each of 28 functional areas and developed roadmap for tracking teams progress against the overall project

•   Led and managed Change Control process through developing SharePoint to track requests and to escalate within IMO for approval

•   Compiled functional area Status Reports and developed key insights for discussion during weekly update calls with teams

•   Streamlined and managed funding, data, meeting and travel requests through SharePoint

•   Streamlined and managed Risks, Action Items, and Decisions log on SharePoint

•   Updated and maintained both specific and high-level program timelines

•   Provided ad hoc analysis on transactional service agreement reports 

•   Managed access and folder infrastructure on client data sharing site for reference and record keeping/audit purposes

•   Managed Integration Mailbox to centralize and ease communications for associates involved in the integration 

Role: Integration Management Office Command Center, Scheduling Manager

•   Drafted, developed, and oversaw distribution of trifold pamphlet with key information for all associates involved in the integration

•   Determined and collected roles, locations, contact information for every functional area for use during the Command Center phase

•   Co-developed contingency plans for each functional area in case of incidents around Legal Day 1

•   Handled all trend and data analytics during Command Center for reporting to integration members, leads, and executives

•   Built, developed, and trained associates on issue submission, escalation, and tracking through SharePoint application

Technical Environment: Excel, SharePoint