Finance and strategy professional with hands on experience working across risk, core business, and early stage startup teams. In previous roles at Credit Suisse, TriHelix, and Crux, partnered closely with stakeholders to…
Finance and strategy professional with hands on experience working across risk, core business, and early stage startup teams. In previous roles at Credit Suisse, TriHelix, and Crux, partnered closely with stakeholders to identify operational bottlenecks and implement AI automations and process improvements that reduced manual effort and improved turnaround times. Experienced in translating business problems into structured workflows, analytics, and automation solutions. Interested in roles where technology directly improves efficiency and decision making.
Engineered an end-to-end n8n automation integrating 4 APIs (HubSpot CRM, Google Drive, Google Slides, OpenAI) to auto-generate buyer-facing pitch decks.
Reduced listing-to-teaser creation from 20 min manual to under 30 seconds.
- Engineered an end-to-end n8n automation integrating 4 APIs (HubSpot CRM, Google Drive, Google Slides, OpenAI) to auto-generate buyer-facing pitch decks, reducing listing-to-teaser creation from [20 min manual] to under 30 seconds
Defined and executed elements of the strategy roadmap for portfolio company growth by analyzing digital performance metrics using GA4 and Zoho.
Drove a 30% increase in organic traffic and a 25% improvement in user engagement.
Deployed digital engagement features (AI chatbot, optimized forms) using design team’s feedback.
Eliminated manual FAQ queries handling and improved response time by 50%.
- Defined and executed elements of the strategy roadmap for portfolio company growth by analyzing digital performance metrics using GA4 and Zoho, driving a 30% increase in organic traffic and a 25% improvement in user engagement.- Deployed digital engagement features (AI chatbot, optimized forms) using design team’s feedback, eliminating manual FAQ queries handling and improving response time by 50%.
Mapped end to end user journey to identify key product adoption, data capture and feature development stages.
Executed GTM strategy for MVP using Zapier to automate outreach by target email sequences and follow up workflows.
- Mapped end to end user journey to identify key product adoption, data capture and feature development stages.- Executed GTM strategy for MVP using Zapier to automate outreach by target email sequences and follow up workflows.
Unified five control management tools (˜11,000 controls) using Agile methodology.
Developed and tracked project schedules using feature prioritization and stakeholder alignment.
Managed 15+ JIRA epics.
Authored PRDs.
Translated requirements into backlog items.
Enabled software teams.
- Unified five control management tools (~11,000 controls) using Agile methodology; developed and tracked project schedules using feature prioritization and stakeholder alignment.- Managed 15+ JIRA epics and authored PRDs, translating requirements into backlog items and enabling software teams.
Designed and launched an AI voice agent for tenants, aimed to integrate with property management systems through webhooks to handle maintenance requests and FAQs at all hours.
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