Luke Smith

Lead primary market research, financial modeling, and strategic analysis for client engagements in global energy and materials markets. Built scenario models and market forecasts for a Mexican battery manufacturer, leading to adoption of a three-part strategic recommendation.

Reconciled inconsistencies between Sherpa and Power BI datasets, identifying on-site visits as the principal assisted-living conversion driver. Recommended targeted rent incentives that improved conversions by 42%.

Led consolidation of financial and operational inputs across seven business streams, producing executive-ready reporting. Developed KPI dashboards supporting real-time performance monitoring as the organization achieved 96% of annual financial targets.

Supported supplier negotiations through pricing and cost analysis that contributed to cost reductions of up to 12%. Performed variance and cost-driver analysis and translated findings into recommendations for finance and business leadership.

Led FP&A across multiple concurrent clinical trials during rapid COVID-era program expansion, supporting resource reallocation. Built and managed budgeting, forecasting, and scenario models and partnered with clinical and executive teams to maintain financial visibility.

Developed market-entry strategy for a multinational healthcare client evaluating Mexico, integrating market dynamics, competitive positioning, and regulatory considerations. Led root-cause analysis of medical-device equipment losses, identifying procurement leakage, utilization gaps, and inventory-control weaknesses.

Supported pre-merger integration of U.S. and U.K. consulting firms, consolidating financial reporting and analysis for both legacy CFOs. Built Board-level pricing, client-profitability, and portfolio analyses that contributed to approximately 12% improvement in portfolio profitability.

Rebuilt DCF models evaluating four pharmaceutical commercialization strategies and prepared executive investment memoranda supporting CFO approval of a global partnership initiative.

Led financial modeling, enrollment forecasting, budgeting, and accounting for the multinational Phase III iPrEx HIV-prevention trial across five continents. Identified enrollment shortfalls and recommended adding three Brazilian clinical sites, enabling the trial to reach enrollment targets while maintaining budget discipline.

Developed pricing strategies, market intelligence, and growth recommendations for pharmaceutical, healthcare, and financial-services clients in the U.S. and Latin America. Produced strategic intelligence supporting Julius Bär's entry into Mexico's ultra-high-net-worth market and directed execution of its flagship Mexico City office, delivered on time and 7% under budget.

Built integrated valuation models supporting multi-billion-dollar offshore energy investments, including Angola Block 18; analysis supported a recommendation to avoid a negative-NPV investment. Earned BP's Helios Award for Innovative Solution for redesigning enterprise financial-modeling training adopted across BP Finance. Helped launch BP's international MBA recruiting program in partnership with

Master of Business Administration (MBA) with Frederick Frank Fellowship.

Grade: Magna Cum Laude

Master of Science in Finance (MSF) with Magna Cum Laude honors.

Bachelor of Arts in Economics.

Completed professional development course in AI: Principles and Techniques.

Completed professional development course in Business Analytics.

Completed professional development course in Entrepreneurship.

Completed professional development course in Zero-L.