Strategy Manager

Strategy Manager — Apex Strategy Group

San Francisco, CA | January 2024 – Present

• Led 4 cross-functional project teams of 8 consultants to formulate a market expansion roadmap for a SaaS client, capturing a 14% increase in regional market share within 9 months.
• Allocated and managed a $1.8M operational research budget, optimizing vendor relationships and consulting agreements to reduce overall project spending by 15% in 2024.
• Designed and deployed 6 automated Tableau metrics dashboards to track key corporate performance indicators, accelerating monthly executive briefing cycles by 28%.
• Evaluated competitor market share and positioning across 5 distinct digital sectors, identifying product gaps and helping secure $3.5M in incremental client revenue.

Strategy Analyst — Vertex Consulting Partners

Chicago, IL | August 2020 – December 2023

• Constructed 12 financial forecasting models in Excel for corporate clients, improving annual budget projection accuracy from 84% to 96% over a 12-month period.
• Coordinated weekly strategic alignment sessions with 6 client departments, resolving communication silos and increasing overall project delivery velocity by 18%.
• Conducted quantitative data queries on 25,000 transaction records to pinpoint supply chain bottlenecks, yielding recommendations that saved $120,000 in shipping fees.
• Supported mergers and acquisitions due diligence for a $15M business acquisition, evaluating competitive risks and identifying $1.2M in annual synergy savings.

Strategic planning, Competitive intelligence, Market research, Financial modeling, SWOT analysis, Scenario planning, Business development, Cost optimization, Mergers and acquisitions, Tableau, SQL, Excel, PowerPoint, Project management, Agile, Scrum, Jira, Confluence

Global Market Entry Campaign

Role: Lead Strategy Manager

Tools: Excel, Tableau, SQL, Confluence

Directed market sizing and risk analysis for a new product launch, helping secure $5.0M in funding and capturing a 9% market share in the first 12 months.

Corporate Overhead Restructuring

Role: Strategy Analyst

Tools: Power BI, SQL, Jira, Slack

Analyzed operational cost structures across 3 business divisions, identifying resource redundancies that saved $450,000 in annual recurring expenditures.

• Strategic Planning Professional (SPP) (2024)
• Certified in Strategy and Competitive Analysis (CSCA) (2022)

• Languages: English (Native), Spanish (Conversational)
• Volunteer Work: Business mentor for local minority-owned small business development initiatives (2022-present)
• Availability: 2 weeks notice