Experienced customer analyst with a passion for finding actionable insights and opportunities. Adept at presenting analysis at different levels to drive change.
Overview
13
13
years of professional experience
Work History
Senior Customer Value Analyst
Bose
06.2023 - Current
Customer Value Analyst
Bose
07.2019 - 06.2023
Created and presented actionable business insight decks to various audiences including senior leadership to better understand Bose customers, their purchasing behavior, and the value they provide to the business
Several of these insights have resulted in significant changes such as increased product color offerings, increased gifting focus, and the creation of a major companywide initiative
Identified various opportunities to improve Bose’s CRM program driven by deep performance analysis
Created and implemented a framework to estimate the business value of strategic projects, ensuring that investments and resources are optimized
This framework is now considered the gold standard across Bose
Using this framework, developed comprehensive business cases for projects across Marketing, Site, and Data Science including potential opportunities pitched by various consulting companies.
Pharmacy Point of Sale (POS) Senior Consultant
CVS Health
11.2016 - 07.2019
Provided strategic recommendations to senior leadership to simplify and optimize pharmacy transactions which resulted in $14M in annual labor savings
Developed an Out of Stock Resolution project business case with a comprehensive valuation
This project was one of the few selected from 75+ project submissions valued at $67M in patient retention and labor savings
Created a process for removing waiting bin audits from stores through existing data substitution
Led projects from business requirements phase, through UAT, and on-time launch
Successfully worked cross-functionally with Operations, Digital, Product Development, and Labor teams
Demonstrated deep expertise in Excel, Teradata, Oracle, Alation, and Tableau for various reporting and analytical needs.
Store Brand Financial Planner
CVS Health
03.2014 - 10.2016
Owned 50% of store brand category-based financial forecasts (various sales, margin, and cost metrics)
Overhauled an estimated calculation of store brands margin impact on company margin
This calculation served as the primary financial goal for store brands
Presented sales actuals / forecasts / estimates to a broad group of stakeholders at many leadership levels
Mentored and provided leadership to a team of analysts.
Demand Planner
KAZ
03.2012 - 03.2014
Forecasted the largest share of account-based product demand
Planned new product launches and reviewed forecasts with various teams and leadership
Generated forecasts using diverse data including POS, history, marketing/sales input, patient health, and inventory.
Forecasting/Sales Analyst
AT Cross
04.2011 - 03.2012
Responsible for managing a $105M international forecast at the SKU level
Classroom Teacher - Second Grade Inclusion Split Model at Milford Public SchoolsClassroom Teacher - Second Grade Inclusion Split Model at Milford Public Schools