At Merkle, I lead business value consulting and customer discovery across enterprise clients, partnering with sales, solution experts, and executives to assess business needs and justify technology investments. My tailored business cases influence approximately $20M in annual opportunity pipeline and $6–7M in associated closed revenue.
I model client economics across revenue, retention, cost efficiency, adoption, and risk, with multi-year investment cases representing ~$60–70M in net client economic benefit. I also partner with Adobe, sales, and engineers on three jointly developed Merkle/Adobe enterprise AI solutions, developing customer value propositions and ROI/TCO cases.
At Wyndham Destinations, I owned FP&A and executive planning for a ~$3B structured-finance business. By partnering with banks and finance leaders on securitization strategy and funding timing, I generated approximately $7M in annual interest savings.
Earlier, I advised early- and growth-stage businesses at ROCeteer on profitability, investment cases, valuation, and SaaS-style unit economics. I use financial modeling and tools including Excel, SQL, Claude Code, and Power BI to support investment decisions and client recommendations.
