(she/her)
Berkeley, CA
(714) 696-8504
figflower50@gmail.com
High performing Product Strategist, Financial Modeler and Data Analyst. I focus on creating best in class customer experiences, built on insights from user activity, and generating key business strategies through bespoke data modeling and predictive analytics. Designer of algorithms and operational processes to maximize financial goals of increased sales conversion, higher client retention and profitable pricing.
Strategic Initiatives Owner for $20M in funded internal capital investment. I built and pitched the C-suite on multiple accretive financial models, yielding +20-50% IRR through technology investments across front end software, backend underwriting operations modernization and strategic partner integrations.
Product Roadmap owner for MyQuote, AAA’s direct sales web application. 100k+ monthly unique hits. I improved sales conversion over 100% YoY and redefined the onboarding experience for customers by integrating new third-party data vendors.
Product Roadmap owner for Dash, AAA’s agent policy sales web application. A total overhaul of the sales front end, I reduced the time to quote by 60% and modernized the agent experience for multi-product sales efficiency, usability and checkout.
Nationwide Product Launch and Roadmap Owner for AAA Pet Insurance. I led the strategic partnership and white label buildout of a AAA’s national pet insurance strategy. Profitable in year 2 and on track for $5M in recurring revenue by year 3 at 40% margin.
Product Owner of Unconstrained Loss Modelling research. A hypothesis-driven research project built in AWS SageMaker to onboard and fit new contextual data assets against theoretical predictive cost models, both acquisition and loss costs. Multiple new data assets were identified and implemented from the model.
Wrote v1 of Origin’s financial product onboarding algorithm, a front end data acquisition process that applies dynamic logic, calls backend databases and produces contextual multi-product recommendations based on a derived user profile.
Launched Origin Advisors, a registered investment advisory approved by the California Department of Financial Protection and Innovation. I led the filing and approval strategy.
Wrote Origin’s Reinsurance Submission, which landed $5M in quota share backing from multiple international backers, including SwissRe and TopSail.
Profit & Loss Owner: Managed $80M personal lines Auto & Property markets across TX, OK & IL. Managed Team of 20 Underwriters focused on CA annual mileage rating.
Customer Segmentation Analysis: Developed comprehensive customer segmentation models using policy data, transaction data, demographic information, and product retention patterns. Collaborated with actuarial and finance teams to identify key segments and create targeted strategies for each group.
Data & Acquisition Expense Optimization: Collaborated with finance, marketing and IT directly to analyze third party expense sources, tech debt and opportunity costs related to process modernization. Developed data-driven models to reduce external data vendor contract costs as well as customer-onboarding acquisition expenses.
Product Performance Dashboard: Designed and implemented interactive dashboards that tracked key performance indicators (KPIs) for product markets. Worked cross-functionally to identify relevant metrics and create user-friendly interfaces for stakeholders and partners to monitor product performance in real-time.
Finance Concentration, Dean’s List, Wolfson College
Finance Major, Magna Cum Laude
Analysis, Modeling & Visualization: Microsoft Office, PowerBI, Tableau
Database Query Language: SQL, SAS
CV Libraries: Python
Web Design: HTML, CSS
Front End Analytics & Design: Segment, Quantum Metric, Figma
Scaled Agile Framework (SAFe) Certification, 2022
Series 6 & 65 (FINRA), 2019
Registered Investment Advisor (California), 2019