Own the MBR/QBR process and executive reporting cadence, synthesizing financial and operational data into decision-ready updates.
Build concise, high-quality presentations and materials for senior leadership, ensuring clarity and alignment.
Drive follow-through on key actions and cross-functional coordination, operating as a trusted partner to executive stakeholders.
Ashley Digital is the e-commerce engine behind Ashley Furniture Industries, one of the world's largest home furnishings manufacturers. The team is fast-moving, highly collaborative, and operates at the intersection of retail and digital innovation.
Build and scale a leading Investor Day Practice, including proposition development, market positioning, and go-to-market strategy.
Serve as a senior advisor to CEOs, CFOs, and boards on strategic objectives, narrative, and positioning of Investor Days.
Lead end-to-end delivery of Investor Day engagements, from framing and storyline development through execution and post-event assessment.
Breakwater is a strategic advisory firm that advises leading public companies, private corporations, and nonprofit institutions on their most important strategic and reputational challenges. The firm fosters a culture of excellence, collaboration, and distinctive client service, with a strong focus on quality, judgment, and impact.
Support Finance & Operations value creation initiatives across portfolio companies by partnering with CFOs and management teams to identify and execute growth and profitability improvements.
Drive operational improvement projects and M&A integrations, leading project management, milestone tracking, and stakeholder coordination.
Develop financial analyses, business cases, and playbooks to enhance performance and decision-making across the portfolio.
LLR Partners is a lower middle market private equity firm focused on investing in software and tech-enabled companies. Founded in 1999, headquartered in Philadelphia, the firm has raised over $7.5 billion across seven funds and partnered with over 130 companies, fostering a partnership-driven culture.
Lead the preparation and delivery of quarterly earnings materials, including presentations, press releases, and Q&A documents.
Analyze underwriting, financial, and capital performance to develop actionable insights and support external messaging.
Manage stakeholder engagement, investor targeting, and coordinate investor events such as earnings calls and conferences.
SiriusPoint is a Bermuda-headquartered specialty underwriter providing Property & Casualty and Accident & Health insurance and reinsurance globally. With over $3.0 billion total capital and strong financial ratings, the company fosters a culture of performance, accountability, and collaboration.