Functional Skills
Investment Banking
Data Analysis
Business Development
Accounting
Project Management
Data Science
Customer Service
Revenue Growth
Real Estate Investing
Forecasting / Projections
Financial Planning & Analysis (FP&A)
Software Skills
Microsoft Office
SAP CRM
Microsoft Excel
Sector Experience
Business Services
Consumer Goods
Financial Services
Real Estate
Technology
Experience
Tracy Anderson Mind and Body
Corporate Strategy & Development
Interim Chief Operating & Revenue Officer
11/2024 - Present
Contract role during business restructuring and growth phase. Retained as senior operator to drive revenue performance, restore cost controls, and prepare business for external financing.
• Design product bundles and help to execute numerous high-conversion campaigns, one of which has resulted in the company's highest revenue day in three years
• Create a thorough analysis of the business to surface short-term profitability levers, four growth opportunities (each backed by brief business plans and detailed financial models), and capital needs to stabilize and scale
• Rebuilt the customer service team in under two weeks, cutting costs by 30% and increasing capacity by 36%
• Produced the company's first complete org chart with dynamic performance metrics and 3-, 6-, and 12-month role goals
• Design product bundles and help to execute numerous high-conversion campaigns, one of which has resulted in the company's highest revenue day in three years
• Create a thorough analysis of the business to surface short-term profitability levers, four growth opportunities (each backed by brief business plans and detailed financial models), and capital needs to stabilize and scale
• Rebuilt the customer service team in under two weeks, cutting costs by 30% and increasing capacity by 36%
• Produced the company's first complete org chart with dynamic performance metrics and 3-, 6-, and 12-month role goals
Up.Labs Ventures, LLC
Corporate Strategy & Development
Venture Head of Business & Growth
6/2022 - 11/2024
I acted as the business & growth resource on three-person teams that concepted and launched ventures for Porsche. In this role, I was responsible for all business strategy topics. Topics included:
• Determining product positioning and target customer segments
• Building and maintaining detailed financial models, including resource plans, cash burn, and customer acquisition plans
• Setting product pricing, initial negotiations with customer 1 and fostering customers 2+, from pitching to relationship management.
• Building materials, managing data requests and pitching investors during seed stage capital raise.
● Sample Concepts
• Cloud-based data science platform that ingests vehicle data from EVs and predicts battery degradation to identify total failures and enable early intervention.
• Smart charging platform for EVs that is seamlessly integrated with an OEM's driver app as SDK and connects utility data (rate and energy source) with charging habits to reduce charging costs and
• Determining product positioning and target customer segments
• Building and maintaining detailed financial models, including resource plans, cash burn, and customer acquisition plans
• Setting product pricing, initial negotiations with customer 1 and fostering customers 2+, from pitching to relationship management.
• Building materials, managing data requests and pitching investors during seed stage capital raise.
● Sample Concepts
• Cloud-based data science platform that ingests vehicle data from EVs and predicts battery degradation to identify total failures and enable early intervention.
• Smart charging platform for EVs that is seamlessly integrated with an OEM's driver app as SDK and connects utility data (rate and energy source) with charging habits to reduce charging costs and
Up.Labs Ventures, LLC
Finance
Head of Finance
11/2021 - 5/2022
I served as Head of Finance from launch in a rapid growth environment. My responsibilities included:
• Built and updated the Up.Labs company model to guide hiring and capital expenditure decisions during launch.
• Setup, contracted and maintained initial vendor relationships, including bookkeeping, IT support, HR platform and maintenance.
• Quantified deal terms and created ad hoc analyses to guide negotiations with outsourced developers and determine the best option.
• Built and updated the Up.Labs company model to guide hiring and capital expenditure decisions during launch.
• Setup, contracted and maintained initial vendor relationships, including bookkeeping, IT support, HR platform and maintenance.
• Quantified deal terms and created ad hoc analyses to guide negotiations with outsourced developers and determine the best option.
EAST BRANCH ADVISORS
Management Consulting
Independent Consultant & Investor
9/2019 - 11/2021
East Branch is my independent advisory platform, through which I support founder-led businesses with strategy, finance, and operations.
● Key Engagements
• Restructured financial services firm with multiple retail locations to reduce cash burn and stabilize operations.
• Guided multiple small businesses through PPP rounds 1 and 2 from application to funding to forgiveness.
• Fractional CFO for media-focused SPAC.
• Fractional CFO for corporate incubator.
● Key Engagements
• Restructured financial services firm with multiple retail locations to reduce cash burn and stabilize operations.
• Guided multiple small businesses through PPP rounds 1 and 2 from application to funding to forgiveness.
• Fractional CFO for media-focused SPAC.
• Fractional CFO for corporate incubator.
TrueCar
Finance
Senior Director, Financial Planning & Analysis
8/2018 - 9/2019
Developed and set the strategic agenda for the Financial Planning and Analysis function at TrueCar.
• Lead the analysis for conducting a reduction in force that lowered total headcount costs by $10.5M and reduced vendor spend by $10.0M to maintain a 9% EBITDA margin as revenue decelerated.
• Created a dynamic tool that allowed C-level executives to model different headcount scenarios for achieving targeted savings
• Restructured and grew the FP&A team to expand its mandate and standardize the P&L forecasting process.
• Set deadlines, defined deliverables, consolidated inputs, challenged assumptions and finalized the 2019 Plan to set guidance and mitigate risk with achieving 2019 performance targets.
• Conducted monthly Budget vs. Actuals analysis to uncover performance trends, update forecasts and revise guidance.
• Overhauled the structure of expense data to allow for dynamic reporting and the ability to quickly view vendor-level details.
• Created headcount models that more ac
• Lead the analysis for conducting a reduction in force that lowered total headcount costs by $10.5M and reduced vendor spend by $10.0M to maintain a 9% EBITDA margin as revenue decelerated.
• Created a dynamic tool that allowed C-level executives to model different headcount scenarios for achieving targeted savings
• Restructured and grew the FP&A team to expand its mandate and standardize the P&L forecasting process.
• Set deadlines, defined deliverables, consolidated inputs, challenged assumptions and finalized the 2019 Plan to set guidance and mitigate risk with achieving 2019 performance targets.
• Conducted monthly Budget vs. Actuals analysis to uncover performance trends, update forecasts and revise guidance.
• Overhauled the structure of expense data to allow for dynamic reporting and the ability to quickly view vendor-level details.
• Created headcount models that more ac
BCG Digital Ventures
Corporate Strategy & Development
Global Commercial Finance Manager
4/2016 - 8/2018
Global commercial oversight of venture creation firm; revenue growth of 180% (~$80M to $225M) since joining.
• Scope: price client engagements, structure alternative fee arrangements, advise on commercial contract terms, develop rates, manage AR/WIP, build annual revenue and capacity plan, consolidate and forecast firm performance weekly, create ad hoc analyses to uncover trends and opportunities, frequent travel to non-US offices to engage with client teams, partners and direct reports.
● Key Contributions
• Developed internal controls and guidelines to balance risk and drive margin from break-even upon joining to 29% margins currently.
• Grew commercial finance team from 8 to 15 people spread across five countries (and five time zones), ensuring high engagement and accountability.
• Regular contact with all offices to unify team and foster collaborative environment, train resources on new guidelines and ensure accuracy of all output
• Identified areas for process and financial
• Scope: price client engagements, structure alternative fee arrangements, advise on commercial contract terms, develop rates, manage AR/WIP, build annual revenue and capacity plan, consolidate and forecast firm performance weekly, create ad hoc analyses to uncover trends and opportunities, frequent travel to non-US offices to engage with client teams, partners and direct reports.
● Key Contributions
• Developed internal controls and guidelines to balance risk and drive margin from break-even upon joining to 29% margins currently.
• Grew commercial finance team from 8 to 15 people spread across five countries (and five time zones), ensuring high engagement and accountability.
• Regular contact with all offices to unify team and foster collaborative environment, train resources on new guidelines and ensure accuracy of all output
• Identified areas for process and financial
Latham & Watkins
Finance
Finance Manager
2/2012 - 3/2016
• Liaised with the Global Department Chairs of two legal departments, which consisted of 11 practice groups with +500 attorneys and +$700 million in annual revenue, on all financial matters to analyze and assess the performance of the departments.
• Collaborated with a pool of 15 analysts in Los Angeles, Manchester, London, and Hong Kong to design and produce monthly and ad hoc financial performance reports that guided and enabled departmental review by department and practice group chairs.
• Researched, created and presented comprehensive reports on potential new markets to indicate strategic fit of prospective offices; reports covered the target location's macroeconomic conditions, legal market, competitive forces and fit with the firm's existing business;
• Sample markets analyzed: Brazil, Canada, China, Mexico, Middle East, Russia.
• Analyzed data and presented research on the competitive landscape of the legal market and the firm's relative performance.
• Assisted in managing
• Collaborated with a pool of 15 analysts in Los Angeles, Manchester, London, and Hong Kong to design and produce monthly and ad hoc financial performance reports that guided and enabled departmental review by department and practice group chairs.
• Researched, created and presented comprehensive reports on potential new markets to indicate strategic fit of prospective offices; reports covered the target location's macroeconomic conditions, legal market, competitive forces and fit with the firm's existing business;
• Sample markets analyzed: Brazil, Canada, China, Mexico, Middle East, Russia.
• Analyzed data and presented research on the competitive landscape of the legal market and the firm's relative performance.
• Assisted in managing
Walt Disney Studios
Corporate Strategy & Development
Manager, Deal Analysis
3/2010 - 2/2012
• Forecasted film performance across all windows (theatrical, home video, television, etc.) on a 10-year basis to determine NPV and IRR of film investments.
• Modeled talent deals on prospective projects to provide Business Affairs with quantitative support for decision making on deal points.
• Constructed slates of films with current film economics to determine slate profitability and investment returns for films from a given fiscal year, within a range of years, genre or other common characteristic, like talent.
• Produced a quarterly competitive analysis of other studios to gauge Disney performance.
• Modeled talent deals on prospective projects to provide Business Affairs with quantitative support for decision making on deal points.
• Constructed slates of films with current film economics to determine slate profitability and investment returns for films from a given fiscal year, within a range of years, genre or other common characteristic, like talent.
• Produced a quarterly competitive analysis of other studios to gauge Disney performance.
Walt Disney Studios
Corporate Strategy & Development
Senior Business Planner, Studio Finance & Planning
6/2007 - 4/2008
• Consolidated and analyzed monthly financial plans and five-year strategic plans on an annual basis for all studio business units to understand and communicate key performance drivers and highlight risks and opportunities.
• Provided business development and general executive support, including data gathering, data analysis, and presentation writing for internal and external presentations on ad hoc studio issues.
● Sample Projects:
• Created an internal business plan with pro forma financials based on film ultimates and operating costs for the DisneyNature production unit, which was setup to capitalize on a niche market opportunity.
• Constructed detailed valuation model, created executive presentation and conducted preliminary diligence process to highlight risks/opportunities and expected returns for:
• Library Acquisition (+$100M valuation)
• Real Estate Acquisition (+$10M valuation)
• Provided business development and general executive support, including data gathering, data analysis, and presentation writing for internal and external presentations on ad hoc studio issues.
● Sample Projects:
• Created an internal business plan with pro forma financials based on film ultimates and operating costs for the DisneyNature production unit, which was setup to capitalize on a niche market opportunity.
• Constructed detailed valuation model, created executive presentation and conducted preliminary diligence process to highlight risks/opportunities and expected returns for:
• Library Acquisition (+$100M valuation)
• Real Estate Acquisition (+$10M valuation)
WATERTOWER GROUP
Research
Associate Intern, Investment Banking
10/2006 - 3/2007
(Internship during business school)
• Constructed a dynamic financial model that detailed the pro forma P&L, company valuation, and investment requirements for a niche online community and retail business seeking to raise capital.
• Reviewed and edited client company's investment memoranda and investor presentations to effectively communicate business objectives and firm value to prospective investors.
• Constructed a dynamic financial model that detailed the pro forma P&L, company valuation, and investment requirements for a niche online community and retail business seeking to raise capital.
• Reviewed and edited client company's investment memoranda and investor presentations to effectively communicate business objectives and firm value to prospective investors.