New York, New York, United States
Current rotation: Chief of Staff team for head of Global FP&A -Working directly with global head of FP&A managing multiple large scale initiatives covering operational change management and transformation, expense management, and employee engagement/communications -Ideation, creation, ownership, and management of executive review Tableau dashboard Rotation No. 2: Controls Management Group, SOX Program Office (SPO) -Interim program manager for all SPO work streams, replacing outside consultant -Created and owned master calendar of all SPO deliverables, initiatives, and recurring processes -Owned redesign of SOX coordinator deliverable calendar and co-led weekly SOX coordinator meetings, managing 500+ coordinators spanning all regions and functions within the bank Rotation No. 1 - Treasury and Trade Solutions, Lead Finance Officer Team -Project lead for overhaul of TTS CFO expense approval process -Finance representative for all TTS related synergies proposed by CEO during 2022 Investor Day - worked closely with corporate strategy, controllers, investor relations, and other non-ICG business lines to create quantifiable metrics and analyze potential financial impact -Project co-lead alongside Citi BCMA to create a new framework for all incoming BCMA sales financial data requests, resulting in successful executive pitch to hire an offshore sales support team to enact our proposed model -Project co-lead alongside corporate FP&A office to consolidate all TTS financial KPIs into a single consolidated monthly ExCo snapshot report to streamline the executive review and decision making process
-Managed 150+ enterprise level accounts across the alternative asset investment space, working cross functionally with sales, marketing, product, and research teams to craft account plans, boost usage and retention rates, uncover upsell opportunities, and enhance user awareness of available functionalities. -Consistently delivered 120+% of quarterly performance KPI contributions through sourcing and leading 40+ individual and group platform discovery/training sessions per month
Co-Founder of The DeLancey Team at Compass • Interact with buyers, sellers, and rental leads; directly involved in $25M in sales volume since 2018 • Create, manage, and promote content through social media campaigns, open houses, mailers, email drip campaigns, and community engagement events, averaging 10-15 new sales leads per month • Implement and manage CRM software to facilitate lead communication, improving lead conversion and client retention rates by 20% for the team • Cultivate business relationships with local management companies to secure rental exclusives, averaging 4-5 closed rentals per month
• First CSM hire within the company, brought on to work directly with heads of marketing and product to manage ideation, creation and optimization of SMS-based customer engagement pipeline for buyer leads • Interact with buyer and seller leads - consistently the highest performing team member for showings, offers, and closings • Manage CRM software to organize funnel of leads amongst team. Scaled from 0 to 4000+ user engagement within first 8 weeks of SMS engagement program, currently 11,000+ users • Work cross functionally with marketing, engineering, data science, and leadership teams to design and implement new processes to boost user onboarding conversion rate