Professional Experience

Square, Inc.

Product Analyst

January 2018 — Present

  • Serve as sole analytics partner for Risk Products and own data/dashboards related to 4 risk-related seller-facing products
  • Design/monitor product KPIs and break down trends with readily-available drivers in bi-weekly company-wide email
  • Design/implement A/B tests for feature updates/releases and communicate findings/recommendations in written reports
  • Create logging specifications during product planning stage and use real-time event testing to validate implementation

Risk Program Manager

November 2016 — January 2018

  • Developed and implemented a solution to address sticking points in sales-account onboarding flow that increased close rate by 20% and reduced sales cycle and time-to-completion by 10% and 90%, respectively
  • Led development of an e-commerce risk management strategy using payments/partnership data, and in collaboration with Product/Data Science, which reduced manual caseload and unnecessary account interruptions by 12% and 8%, respectively
  • Developed metrics to characterize credit risk loss and communicated trends/learnings to leadership and stakeholders

Bank of America Merrill Lynch

Senior Credit Analyst

March 2015 — September 2016

  • Structured and underwrote credit capital for working capital management, growth acquisitions, and restructures
  • Monitored performance and repayment strength of portfolio of 38 companies with $50 mm-$4 bn in revenue
  • Produced detailed financial analysis, extensive modeling, and in-depth industry research for each client quarterly

Credit Analyst

July 2014 — February 2015

  • Graduated from a 6-month credit training program with an emphasis on cash flow analysis, financial modeling, and loan structuring.

Perigee Capital Partners

Private Equity Analyst

March 2013 — October 2013

  • Served as a key player on 5-person team that collectively worked on 20 deals valued over $300 million
  • Performed detailed LBO and capital structure modeling to stress test IRRs under various growth/debt scenarios
  • Researched, identified, and qualified investment opportunities based on market analysis and investment criteria

Education

University of Maryland - Robert H. Smith School of Business

Bachelor of Science
Double Major, Finance and Accounting
September 2009 — May 2014

Publications

Ideas, Collected

December 2019

Write summary here


Skills

Data Analysis

SQL and Python

Data Visualization

Looker and Tableau

Project Management

JIRA and Trello

Web Development

HTML, CSS, and Javascript

Design

Figma, Sketch, and Balsamiq

Interests

Sports

Climbing, Calisthenics, and Running

Reading

Metalearning, Stocisim, History, Evolutionary biology, American history, World history, and Self improvement