Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Kai Hannum

Cleveland,OH

Summary

Experienced finance professional with a background in CFO advisory, product/pricing strategy, and strategic forecasting/analytics. I am actively pursuing my MBA in finance at the Tepper School of Business with the goal of furthering my career as a leader in pricing/revenue strategy.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Associate: Finance & Pricing Strategy

INSIGHT2PROFIT
Cleveland, OH
12.2023 - Current
  • Advised executive teams regarding strategic pricing initiatives with the goal of driving bottom line EBITDA growth.
  • Led client engagements in building out end-to-end pricing strategy and model implementation.
  • Coordinated between finance and operations teams to establish KPI's and reporting capabilities, designed to enable sustainable pricing execution.
  • Assisted the office of the CFO in preparing materials to liaise with private equity operating partners, informing investors how pricing actions will drive EBITA growth.
  • Trained sales teams on techniques to align commercial action with the pricing strategy of the firm.

Sr. Associate: Portfolio Analytics and Strategy

PNC Bank
Cleveland, OH
02.2023 - 12.2023
  • Made recommendations to senior management regarding credit + default risk across various product segments within managed portfolios. (~$70B in assets)
  • Assisted in driving efficiency gains within the banks credit card product suite by designing A/B tests that tested existing vs challenger models.
  • Advised product leaders on various aspects of credit card strategy, including debt sale, settlement strategy and promotional terms.

Associate: Portfolio Analytics and Strategy

PNC Bank
Cleveland, OH
08.2021 - 02.2023
  • Developed and maintained risk models within the bank's consumer credit, mortgage, and auto lending portfolios. (Excel and Python based including Balance at Risk, k-means, etc.)
  • Conducted market research into macro and micro economic conditions that impact portfolio risk exposure and integrated findings into strategy recommendations.
  • Built and managed ETL processes using Pyspark and Hadoop, often working with "big data" volumes. (data points ranging in the billions+)

Sr. Data Analyst | FP&A/Pricing

Lidl US
Arlington, VA
04.2019 - 08.2021
  • Conducted analysis to prepare budgets and identify trends across various product sales segments.
  • Advised sales and promotion strategy via statistical analysis on customer data.

Education

MBA - Finance

Carnegie Mellon University
Pittsburgh, PA
05-2027

Bachelors Degree - Finance & Statistics

Wittenberg University
05.2019

Skills

  • Financial modeling and forecasting
  • Pricing & Product Strategy
  • Credit Risk
  • SQL (MS SQL Server, AWS RDS)
  • Excel (VBA, Power Pivot, Power Query)
  • Python (NumPy, Pandas, ScikitLearn)
  • Tableau PowerBI

Certification

  • AWS Certified Cloud Practitioner (12/2020)
  • IBM Data Science Professional (03/2020)

Timeline

Associate: Finance & Pricing Strategy

INSIGHT2PROFIT
12.2023 - Current

Sr. Associate: Portfolio Analytics and Strategy

PNC Bank
02.2023 - 12.2023

Associate: Portfolio Analytics and Strategy

PNC Bank
08.2021 - 02.2023

Sr. Data Analyst | FP&A/Pricing

Lidl US
04.2019 - 08.2021

Bachelors Degree - Finance & Statistics

Wittenberg University

MBA - Finance

Carnegie Mellon University

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