Professional Experience
Square, Inc.
Product Analyst
January 2018
— Present
- Serve as sole analytics partner for Risk Products and own data/dashboards related to 4 risk-related seller-facing products
- Design/monitor product KPIs and break down trends with readily-available drivers in bi-weekly company-wide email
- Design/implement A/B tests for feature updates/releases and communicate findings/recommendations in written reports
- Create logging specifications during product planning stage and use real-time event testing to validate implementation
Risk Program Manager
November 2016
— January 2018
- Developed and implemented a solution to address sticking points in sales-account onboarding flow that increased close rate by 20% and reduced sales cycle and time-to-completion by 10% and 90%, respectively
- Led development of an e-commerce risk management strategy using payments/partnership data, and in collaboration with Product/Data Science, which reduced manual caseload and unnecessary account interruptions by 12% and 8%, respectively
- Developed metrics to characterize credit risk loss and communicated trends/learnings to leadership and stakeholders
Bank of America Merrill Lynch
Senior Credit Analyst
March 2015
— September 2016
- Structured and underwrote credit capital for working capital management, growth acquisitions, and restructures
- Monitored performance and repayment strength of portfolio of 38 companies with $50 mm-$4 bn in revenue
- Produced detailed financial analysis, extensive modeling, and in-depth industry research for each client quarterly
Credit Analyst
July 2014
— February 2015
- Graduated from a 6-month credit training program with an emphasis on cash flow analysis, financial modeling, and loan structuring.
Perigee Capital Partners
Private Equity Analyst
March 2013
— October 2013
- Served as a key player on 5-person team that collectively worked on 20 deals valued over $300 million
- Performed detailed LBO and capital structure modeling to stress test IRRs under various growth/debt scenarios
- Researched, identified, and qualified investment opportunities based on market analysis and investment criteria
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science
Double Major, Finance and Accounting
September 2009
— May 2014