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M.P. (Ashburn, VA)

M.P. (Ashburn, VA) 

  • 10+ years of project management, data analysis, and business modeling experience. Thrives in both B2B and B2C client-facing roles, utilizing strong communication skills.
  • Currently ERC Analyst/Manager for financial advisory firm, servicing mostly small business clients. Hired as part of a team of 30 and quickly promoted from Reviewer to Analyst to Manager. Currently only remaining contractor analyzing and evaluating client financial data; resolving issues; and communicating with client and IRS regarding deadlines, deliverables, and submission status.
  • Opened local business in 2019 during pandemic and scaled operations quickly to profitability, making studio the #1 top revenue-producing franchisee. Managed a team of 10, generated new business, and developed successful partnerships with 15 businesses in the first year. Sold business for a profit in 2022.
  • Project Manager and Manager of Membership Reporting for member-based organizations. Improved membership dashboard and prepared analyses, forecasts. and recommendations for national membership campaign to assist with recruitment and retention.
  • Advanced proficiency in MS Office. Proficiency in various CRMs (Salesforce), e-Commerce, and data management and analysis tools, including Power BI.
  • BA in Business Modeling from the University of Houston; BA in Economics from the University of Texas at Austin.

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