Strategy & Operations Analyst

Turning ambiguous
problems into measurable
results.

$175K+ in quantified business impact through strategic decision support, financial modeling, and cross-functional leadership. Based in Chicago Area, Illinois.

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$175K+
Quantified business impact
$500K+
Hardware redesign prevented
98%
Implementation success rate
83%
Reporting cycle reduction
3.94
GPA — Wake Forest M.S. FinTech

The Analyst Behind the Work

I'm a strategy and operations analyst who turns ambiguous problems into executable solutions.

Over three years, I've served as the analytical backbone for executive decision-making at TriTeq Lock and Security, a $15M manufacturer, delivering $175K+ in business impact through competitive intelligence, financial modeling, and cross-functional program management.

I hold an M.S. in Financial Technology & Analytics from Wake Forest University (3.94 GPA) and specialize in strategic decision support, scenario analysis, and operational optimization.

Strategic Projects & Impact

Market Strategy
$100K+ Directed
Competitive Intelligence & Market Strategy

Led competitive intelligence efforts to inform strategic positioning, product differentiation, and R&D investment priorities in a fragmented market with 10+ active competitors.

  • Geo-mapped 10K+ competitor accounts across geographic markets to identify white space and concentration risk
  • Directed $100K+ investment decisions through actionable executive-level competitive assessments
  • Identified expansion opportunities across 3 adjacent market segments
  • Shaped differentiation strategy and R&D roadmap for 18+ month planning horizon
  • Established repeatable competitive analysis framework adopted across organization
Competitive Intelligence Market Research Strategic Analysis Executive Communication
Automation
90% Time Reduction
Financial Infrastructure & Automation

Designed and implemented automated inventory valuation infrastructure, eliminating manual reconciliation of 46+ BOMs and establishing real-time financial visibility across a $1M+ component portfolio.

  • Reduced reconciliation time from 3 days to 10 minutes
  • Established real-time financial visibility for $1M+ component portfolio
  • Enabled team to reallocate 3 days/month toward strategic analysis
  • System scaled to support business growth without additional resources
Process Automation Financial Analysis System Design Data Integration
Operations
95% Efficiency Gain
Procurement Automation & Process Optimization

Designed and deployed an automated procurement shortage analysis system using Google Apps Script, reducing a 2–4 hour manual process to 5 minutes and enabling same-day procurement decisions.

  • Reduced processing time from 2–4 hours to 5 minutes per build cycle
  • Saved 8+ hours monthly across procurement operations
  • Enabled same-day vs. next-day procurement decisions
  • Surfaced cost optimization via automated alternative parts evaluation
Google Apps Script Workflow Design Inventory Management Operations Optimization
Strategic Planning
$950K+ Procurement Visibility
Annual Parts Forecasting & Strategic Planning

Engineered an automated annual parts forecasting system consolidating demand across 30+ product BOMs (692 components), transforming budget planning from a reactive, error-prone process into a real-time strategic tool.

BOMs Consolidated
30+ product BOMs
Unique Components
692 tracked
Annual Spend Covered
$950,000+
  • Enabled proactive annual budget planning with part-level cost visibility
  • Created single source of truth for parts strategy across 30+ product BOMs
  • Enabled quarterly forecast updates and scenario planning vs. annual-only static forecasts
  • Built foundation for data-driven supplier negotiations through consolidated demand visibility
Strategic Planning Budget Forecasting Business Intelligence Scenario Modeling Inventory Strategy
Financial Modeling
DCF · 5 Revenue Scenarios
Strategic Acquisition Analysis

Developed an integrated 3-statement financial model to evaluate acquisition scenarios, stress-testing assumptions across multiple revenue and margin configurations to support capital allocation decision-making.

  • Built integrated 3-statement model (IS, BS, CF) evaluating acquisition scenarios across 5 revenue cases
  • Conducted DCF valuation with sensitivity analysis on key margin and growth drivers
  • Translated complex financial model into executive-ready recommendation framework
Financial Modeling DCF Valuation Scenario Analysis Sensitivity Analysis
FP&A
Dynamic P&L Scenario Engine
P&L Scenario Modeling & Sensitivity Analysis

Built an assumptions-driven P&L model enabling dynamic customer and SKU selection with adjustable volume, discount, and rebate inputs — including waterfall analysis decomposing market profit vs. desk capture rate.

  • Enabled dynamic customer/SKU selection with adjustable volume, discount, and rebate levers
  • Built waterfall analysis decomposing market profit vs. desk capture rate
  • Converted static annual forecast into interactive scenario planning tool
FP&A P&L Modeling Scenario Planning Business Case Development

Core Skills

Strategic & Analytical
Strategic Planning Financial Modeling Competitive Intelligence FP&A Scenario Analysis Cost Optimization Business Case Development Risk Assessment Market Research
Operational & Leadership
Cross-Functional Leadership Program Management Process Improvement Stakeholder Management Resource Allocation Data-Driven Decision Support
Technical
Excel (Advanced) Python SQL Power BI Tableau Google Apps Script AI / LLM Tools Salesforce Workday Adaptive ERP Systems

Academic Background

GPA: 3.94 / 4.0
M.S. Financial Technology & Analytics
Wake Forest University
2024
Advanced Coursework: Product Analytics, Financial Modeling, Cost Modeling, Statistical Methods, Predictive Modeling
B.S. Finance
University of Illinois Chicago
2022

Let's Work Together

I'm open to strategy, operations, and analytics roles where analytical rigor drives real business outcomes. Reach out through any of the channels below.

📍 Chicago Area, Illinois