Exploratory AI Labs team

First Product Designer

Acquired by Calendly

First Product Designer

Continuously design and deliver new features across real estate financing platform for

efficient and accurate processing of commercial real estate deals for lenders and developers

Initiated, researched, and designed multiple high-impact features including reporting functionality, customizable data tables and dashboards, onboarding workflow for complex projects, and more

Helped iterate on product development lifecycle steps involving engineering, partner success, sales & marketing, quality assurance, and executives

Proposed and designed consistent design system and navigation, modular components,

and reusable functionality across entire platform to ensure effective feature development

Onsite process research (user interviews, observations) to gather data for proof of concept to propose complete digitization initiative with a potential 10+ yr timeline

Designed and delivered functional calculator with input/output variables to easily analyze 48 different economic scenarios for client innovation team

Utilized Excel, PowerPivot, PowerQuery, Data Analysis Expressions to analyze data for up to $4.5b estimated deals

Built comprehensive data packs in order to support quality of earnings, net debt, and net working capital numbers

Helped identify discrepancies or unexpected trends to build towards a buyer or target’s normalized EBITDA

Participated in management calls and aid in explaining internal financial operations to executive-level clients

Analyzed 200+ proxy reports for various metrics under the CD&A, such as equity compensation and tax gross-ups

Created and examined data sets for top companies in ten industries in order to pull trends and forecasts

Presented on Sec. 280g tax code and impact of tax reform to 20+ team members, including managing directors

Led initiative to visually redesign the 280g Executive Change in Control research report executive summary and industry overview for easy understanding for both business and consumer readers using Adobe Illustrator

Wrote extensive industry reports including financial projections and M&A analyses to scope potential targets

Analyzed over five years of customer attrition data for Whitehawk Advisory for 250+ customers in Microsoft Excel

Screened for and summarized potential target data and transaction history in CapIQ and Bloomberg

Assisted in collecting potential customer data for private investment bankers looking to contact specific industries