Functional Skills
Business Analysis
Business Intelligence
Business Development
Business Operations
Business Planning
Campaign Optimization
Change Management / Org Design
Data Analysis
Data Modeling
Data Strategy
Financial Management
Financial Modeling
Market Research
Procurement
Market Intelligence
Software Skills
Signal processing
Microsoft Excel
PowerBI
SQL
Python
Machine Learning
Data visualization
Microsoft PowerPoint
Sector Experience
Agriculture
Business Services
Energy
Financial Services
Industrials
Fortune 500
Experience
Wood Mackenzie
Management Consulting
Market Intelligence Manager
1/2022 - 8/2024
• Create market research, price forecasts, and strategy recommendations for oil & gas, metals & mining, and energy firms
• Deliver conceptual analysis and quantitative findings through a SaaS product platform and reports
• Support the sales process by creating marketing collateral infused with market insights while contributing to go-to market strategies, proposal development, and product demonstrations
• Serve as the primary point of contact and commodity market expert for clients
• Deliver conceptual analysis and quantitative findings through a SaaS product platform and reports
• Support the sales process by creating marketing collateral infused with market insights while contributing to go-to market strategies, proposal development, and product demonstrations
• Serve as the primary point of contact and commodity market expert for clients
Goon & Goon Holdings LLC
Finance
Portfolio Management
3/2020 - 1/2022
• Develop research for equities, commodities, debt, options, and other financial assets to identify profitable market inefficiencies
• Concoct deployable algorithms using python to integrate financial signal processing with machine learning via trading platform APIs to automate trading strategies
• Manually execute trading strategies using evidence-based beliefs during/around market events such as diplomatic summits, Federal Reserve comments, economic data releases, and civil unrest
• Ad Hoc consulting services that include data warehousing, product road maps, analytics, and short reports
• Concoct deployable algorithms using python to integrate financial signal processing with machine learning via trading platform APIs to automate trading strategies
• Manually execute trading strategies using evidence-based beliefs during/around market events such as diplomatic summits, Federal Reserve comments, economic data releases, and civil unrest
• Ad Hoc consulting services that include data warehousing, product road maps, analytics, and short reports
Freeport-McMoRan
Corporate Strategy & Development
Sr. Copper Market Analyst
6/2019 - 3/2020
• Summarize complex economic and copper market information into easily consumable qualitative/quantitative reports to better inform upper management, board members, investors, and customers of major factors impacting business
• Author extensive economic reports to brief governments, trade organizations, and lobbyists on the company's impact in the geographies where it operates
• Perform competitor analysis to identify market opportunities, optimize industry positioning, and probe for synergies possibly resulting in M&A
• Develop queries, models, and databases from many sources to build reports used by the entire organization such as dashboards to gauge the performance of refined copper sales over time, monitor asset cost curves, track commodity forward curves, observe global copper warehouse stocks, and recognize international arbitrage opportunities
• Create slide decks that investor relations and upper management can use in quarterly earnings calls with the investment community and financial press
• Present copper market information via in-person presentations and conference calls to educate internal and external stakeholders
• Generate marketing materials such as infographics, innovative flow charts, and PowerPoints to clearly demonstrate the company's operations and promote end-use copper demand
• Interpret and relay relevant news updates to upper management on topics that include legislation, trade, supply, demand, and political/civil unrest
● Scottsdale, Arizona
• Author extensive economic reports to brief governments, trade organizations, and lobbyists on the company's impact in the geographies where it operates
• Perform competitor analysis to identify market opportunities, optimize industry positioning, and probe for synergies possibly resulting in M&A
• Develop queries, models, and databases from many sources to build reports used by the entire organization such as dashboards to gauge the performance of refined copper sales over time, monitor asset cost curves, track commodity forward curves, observe global copper warehouse stocks, and recognize international arbitrage opportunities
• Create slide decks that investor relations and upper management can use in quarterly earnings calls with the investment community and financial press
• Present copper market information via in-person presentations and conference calls to educate internal and external stakeholders
• Generate marketing materials such as infographics, innovative flow charts, and PowerPoints to clearly demonstrate the company's operations and promote end-use copper demand
• Interpret and relay relevant news updates to upper management on topics that include legislation, trade, supply, demand, and political/civil unrest
● Scottsdale, Arizona
Marathon Petroleum
Finance
Construction & Engineering Analyst
11/2017 - 6/2019
• Forecast/calculate the net present value (NPV), internal rate of return (IRR) and return of incremental invested capital (ROIIC) for potential and ongoing capital expenditure (CAPEX) projects for long-term EBITDA maximization
• Create interactive dashboards with Microsoft Power BI using data visualization techniques to streamline decision making and optimize the allocation of a $200M CAPEX budget by comparing actuals, forecast, and budget
• Generate profit and loss (P&L) statements for 3000+ retail gas station locations that include brands such as ARCO, Shell, Tesoro, Mobil, Exxon, Giant, USA Gasoline, and more
• Develop queries for month end reporting obligations which adhere to GAAP/Sarbanes Oxley (SOX) standards, appear on Forms 10-Q/10-K, and have a 100% Securities and Exchange Commission (SEC) audit success rate
• Identify, calculate, and report synergies stemming from business acquisitions
• Create interactive dashboards with Microsoft Power BI using data visualization techniques to streamline decision making and optimize the allocation of a $200M CAPEX budget by comparing actuals, forecast, and budget
• Generate profit and loss (P&L) statements for 3000+ retail gas station locations that include brands such as ARCO, Shell, Tesoro, Mobil, Exxon, Giant, USA Gasoline, and more
• Develop queries for month end reporting obligations which adhere to GAAP/Sarbanes Oxley (SOX) standards, appear on Forms 10-Q/10-K, and have a 100% Securities and Exchange Commission (SEC) audit success rate
• Identify, calculate, and report synergies stemming from business acquisitions
Vixxo
Data Science / Analytics
Business Analyst
8/2014 - 9/2017
• Optimized pricing, categorization, naming, labor and procurement options for products regarding, but not limited to HVAC, food/beverage equipment, refrigeration, and gas station equipment to streamline business processes for many of North America's largest chains resulting in average customer savings of 12%
• Fulfilled requests for proposal (RFP) on behalf of Vixxo to forecast internal margin and external parts/labor expenditure for high value prospective clients
• Decreased override related overhead by 10% through internal and external collaboration of pricing models
• Analyzed pricing models to obtain ideal pricing, quantities, and information for fixed assets and related parts decreasing invoice related overrides by 20%
• Produced, analyzed, and distributed complex Region Review reports that gauged technical and financial performance for multiple regions in regards to work performed for Starbucks (SBUX) as a client
• Performed both the front-end and back-end of the billing process in regards to Target (TGT) as a client improving collection times by 5%
• Developed flow charts outlining efficient processes increasing the success of the Dunkin Donuts project team
• Created project completion models to be presented to customers to demonstrate project optimization improvements
• Created a perpetual Collections Report to enhance regional team lead performance for the Starbucks account by better enabling them to collect dues on behalf of Vixxo. This report entailed a mu
• Fulfilled requests for proposal (RFP) on behalf of Vixxo to forecast internal margin and external parts/labor expenditure for high value prospective clients
• Decreased override related overhead by 10% through internal and external collaboration of pricing models
• Analyzed pricing models to obtain ideal pricing, quantities, and information for fixed assets and related parts decreasing invoice related overrides by 20%
• Produced, analyzed, and distributed complex Region Review reports that gauged technical and financial performance for multiple regions in regards to work performed for Starbucks (SBUX) as a client
• Performed both the front-end and back-end of the billing process in regards to Target (TGT) as a client improving collection times by 5%
• Developed flow charts outlining efficient processes increasing the success of the Dunkin Donuts project team
• Created project completion models to be presented to customers to demonstrate project optimization improvements
• Created a perpetual Collections Report to enhance regional team lead performance for the Starbucks account by better enabling them to collect dues on behalf of Vixxo. This report entailed a mu
Leslie's Swimming Pool Supplies Corp.
Data Science / Analytics
Risk Management Analyst Intern
5/2013 - 8/2014
• Utilized Microsoft Excel extensively to analyze, audit, depict and formulate data for making business decisions involving worker's compensation, regulatory affairs, and loss prevention
• Analyzed and manipulated XBR reports to recognize suspicious cash register transactions at 850+ retail locations
• Contributed to a special project for the marketing department which entailed maintaining and updating Smart Button client services for CRM purposes regarding a newly unfurled customer loyalty program
• Engaged in correspondence with city/town and county governments to ensure Leslie's Poolmart Inc. was abiding by all codes, regulations, and laws when pertaining to hazardous materials, fire safety, and more
• Analyzed and manipulated XBR reports to recognize suspicious cash register transactions at 850+ retail locations
• Contributed to a special project for the marketing department which entailed maintaining and updating Smart Button client services for CRM purposes regarding a newly unfurled customer loyalty program
• Engaged in correspondence with city/town and county governments to ensure Leslie's Poolmart Inc. was abiding by all codes, regulations, and laws when pertaining to hazardous materials, fire safety, and more