London Area, United Kingdom
Senior Consultant at Infosys Consulting within the Financial Services & Insurance practice. Prior to that, I completed my MBA at Bayes Business School in London and was a finance professional with 4+ years' experience in corporate finance, developing data-driven solutions and models, while specializing in healthcare at CVS Health and real estate investment at Ventas, Inc.
Completed my Business Mastery Project with Journey, a multidimensional design studio, where developed a go-to-market (GTM) strategy for their services in the UK.
• Developed and presented a tailored differentiation strategy to drive revenue growth in UK retail stores, supported by industry analysis and competitive benchmarking, to a panel and head of strategy • Conducted a comprehensive analysis of Costa Coffee’s retail operations, including business model evaluation and demographic segmentation • Gathered and synthesized consumer insights through targeted surveys on menu preferences, pricing, and cafe experiences, integrating findings with internal data, coffee industry insights, and Coca-Cola’s strategic objectives
• Led property-level forecasting, earnings preparation, and leasing analytics processes for the outpatient medical portfolio, encompassing 400+ properties and $300m+ in Net Operating Income (NOI) per year • Developed financial reporting models, slide decks, and supplemental materials and presented to the senior leadership team in monthly business reviews and planning sessions to inform decision making; led to strategic changes on operating expense treatment, leasing tactics, and forecasting risk assumptions • Conducted analysis to identify and reduce non-recoverable expenses at outpatient medical properties, presented findings to head of property management, led to an initiative that saved $200k+ in margin per year • Revamped earnings prep book after identifying the report lacked the clarity of typical materials, transformed documents for all future earnings cycles to better equip the CEO to answer questions about the portfolio • Built and implemented new financial models for 90 newly acquired office buildings, generated comprehensive materials for reporting, and prepared detailed analysis of new properties for earnings calls with investors • Created and managed forecasting and budgeting models on a quarterly basis, coordinated with leasing and asset management teams to ensure property and lease-level accuracy to optimise the forecasting process • Designed and produced a new leasing model to identify deals in the pipeline, track relevant KPIs, and analyse variances; automated several manual processes and trained team on how to leverage the enhanced model
• Managed internal process for tracking pricing and margin impact (billions of $), constructed analysis comparing underwriting and finance models for margin and COGS improvements and presented the final project to the executive committee of CVS Caremark and implemented into our processes • Built and distributed weekly pricing erosion updates to the CFO, Heads of Underwriting and Sales, and senior leadership; analysed variance on margin loss, budget model, and live tracking of client deals • Led monthly pricing calls with sales leaders to align on client deals, margin loss, and potential risks to budget
• Maintained revenue at risk models ($10bn+) and slide decks for 2022, 2023, and 2024; distributed to senior leadership for decision-making purposes and to investor relations for earnings reporting • Interviewed, assessed, and trained two senior financial analysts for the pricing erosion team; additionally, provided mentorship, guidance, and assigned meaningful work to summer intern • Constructed budgeting and forecasting models for price erosion, made preliminary and corporate budget models, tracked deals/pricing changes and created PowerPoint presentations for senior leadership