A collection of my work in financial analysis, strategy, and business transformation.
CoStar Group & LinkedIn Workforce Intelligence
Case Study2025
Analyzed CoStar Group's transition from a traditional hierarchical structure to a skills-based operating model using LinkedIn's workforce intelligence tools. Built financial models projecting $217M NPV over 5 years and demonstrated how skills-based organizations achieve 63% better business results.
My Role: Lead analyst responsible for financial modeling, competitive positioning, and implementation strategy design. Developed DCF valuation and ROI analysis for the proposed transformation.
Key Takeaway
Organizations embedding skills-based models are 63% more likely to achieve business results. Human capital investment directly impacts financial performance.
Cox Communications & Charter Communications Merger
Case Study2025
Developed a comprehensive change management and AI implementation strategy for the $34.5B merger between Cox Communications and Charter Communications. Proposed G.R.A.V.E.S. AI solution combining Viva Glint, Power BI, and Copilot to manage employee communication during the transition.
My Role: Strategy lead focusing on change agent network design, ROI analysis, and communication effectiveness metrics. Built three-scenario financial model (Worst/Base/Best Case).
Key Takeaway
Base case projects 115% ROI with $64,500 value creation against $30,000 investment. Change agent networks are critical for maintaining employee engagement during M&A transitions.
Ally Financial - Digital vs. Physical Branch Strategy
Case Study2025
Strategic decision analysis evaluating whether Ally Financial should remain purely digital or open physical branch locations. Data supported staying digital (95% retention vs 75% benchmark, lower CAC), while addressing human connection needs through AI-powered personalized solutions.
My Role: Lead strategist conducting market analysis, competitive positioning, and financial projections. Developed PersonAlly chatbot and AllyBundles recommendations with $6-14M implementation cost and $2.4M ARR projection.
Key Takeaway
Over 40% of consumers can't distinguish financial brands—differentiation through personalized AI solutions creates sustainable competitive advantage while maintaining cost efficiency.