At Edith Capital, I designed and implemented the firm’s HubSpot CRM from the ground up, translating the founder’s requirements into deal stages, reporting dashboards, and a phone-system integration. It’s now the system the whole firm runs on.
I own weekly KPI and funnel reporting and maintain a proprietary database of 15,826 target companies. I screen acquisition targets, build financial models and valuation analyses, and advise the founder on decisions using financial data and market conditions.
I recruited and hired four interns, wrote onboarding for the CRM and screening workflow, and direct their work across sourcing and operations. I also draft and negotiate LOIs through counter-offer stages.
My analytics projects include a homeowner propensity-to-sell model in Oracle SQL and a hedonic regression analysis of residential property values after the Ohio environmental incident. I hold an M.S. in Business Analytics from Youngstown State University and a B.B.A. in Management from Delta State University.
