New York City Metropolitan Area
Fundation is a high growth, private equity-backed technology-enabled online commercial lender dedicated to delivering customized credit solutions through a network of partners including: banks and other financial institutions, business brokers and advisors, and vendors of supplies and services Role and Responsibilities: Perform research and develop strategies to provide custom credit solutions for service providers to offer their customers across multiple industries. Effectively understand product requirements of the partner while working with credit/risk team to understand internal credit limitations. Educate and collaborate with outbound partnership development professionals in order to develop internal and external collateral and go-to-market strategies. Accomplishments included: * Developed strategies and prospects for three industry verticals – software consulting, legal services, and recruiting services * Created detailed models to project estimated market opportunity for individual industry verticals * Leveraged professional network to procure warm introductions to industry experts to help understand viability of a custom credit solution in their industry * Managed the creation of custom reports to be used by Executive team for KPI and individual performance review
Connor Group provides high value advisory services to multi-billion dollar public, mid-cap public, pre-IPO, and early stage companies. Role and Responsibilities: Worked hand-in-hand with the Finance and Operations industry executives to understand their processes, identify inefficiencies, and make recommendations to improve future state process performance. Work was performed in-line with the company's efforts in pursuing and IPO or M&A transaction. Accomplishments include: * Earned a promotion within first 4 months of employment. * Leveraged my professional network to generate a book of business of approximately $500,000. * Early member of NYC office playing an integral part in developing Connor Group's brand in NYC. * Developed multiple proprietary models for complex finance and accounting areas * Key member of engagement teams which effectively advised on multiple transactions including: confidential IPO filings, M&A transactions, and foreign public filings Business process areas include: - Sales Operations - Mergers & Acquisitions - Order-to-Cash (including Revenue Recognition) - Procure-to-Pay - Capitalized Software - Contract Management - System Development Life Cycle - IT Controls (Access, Operations, Change Management, SDLC)