Intellex Acquires Expert by Big Village

We're thrilled to announce that Intellex has acquired Expert by Big Village, effective March 22, 2024. This strategic move enhances our capabilities and strengthens our commitment to delivering exceptional solutions to our customers.

Stay tuned for more updates on how this acquisition will benefit our clients and experts.

For inquiries or more information, please contact us at info@intellex.com.

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Expert Details

Strategic Finance and Business Operations Management

ID: 737872 California, USA

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Expert is currently a full-time Strategic Finance and Business Operation Manager, focusing on leveraging data to make better decisions.

She enjoys understanding and developing a strategy around complex business opportunities.
Previous experience:
+ Fundraising: helped several startups raise from seed round to series-A and series-B to series-D
+ Go-to-Market: built GTM strategy for a series B messaging startup, acquired by Google
+ Product Management: developed and implemented product strategies for both corporates and startups
+ Early Stage Investment: various due-diligence for early-stage focused VC firms
+ Event Planning: organized over 100 panels, forums, and pitch competitions

SKILLS, ACTIVITIES & INTERESTS
• Technical: Agile, Financial Modeling, Looker, MATLAB, Python, Scrum, SQL, Tableau, VBA, R, Web Development

Education

Year Degree Subject Institution
Year: 2015 Degree: MS Subject: Quantitative Finance Institution: Washington University in St. Louis
Year: 2014 Degree: Bachelors Subject: Industrial Engineering; Concentration in Economic & Financial Systems Institution: Georgia Institute of Technology

Work History

Years Employer Title Department
Years: 2021 to Present Employer: Undisclosed Title: Strategic Finance and Business Operations Manager Department: Strategic Finance
Responsibilities:
• Developed new product strategies including market sizing, pricing, and financial projection, targeting $1.5B potential market
• Constructed company-level metrics structure and built KPI reporting and monitoring tools to improve business efficiency
Years Employer Title Department
Years: 2019 to Present Employer: Undisclosed Title: Business Operations Manager Department:
Responsibilities:
• Standardized company-level planning and review process; created KPI monitoring tools, cross-team performance scorecards, and
coordinated periodic review meetings; reduced company weekly meeting time by 30+ hours and increased OKR attainment by 50%
• Managed the product state launch process for 2020, expanded to 5 new states and hit the $100M gross written premium goal
• Developed operational projection models in partnership with FP&A team; final models improved revenue forecasting accuracy by 8%
• Led series-C due diligence, supported senior management with series-D fundraising; secured $50M in funding for 2020
• Hosted in-person, day-long discussion sessions with senior management to develop a prioritized set of initiatives for 2020 and 2021
Years Employer Title Department
Years: 2020 to 2020 Employer: OCA Ventures Title: Summer Venture Associate Department:
Responsibilities:
• Conducted diligence from pre-screening through deal closing, closed two deals amounting to $10M of funding
• Interviewed and negotiated with startups and performed comprehensive analysis on 8 new ventures
• Tenor (GIF searching platform, acquired by Google): led Chinese market entry strategy, forged partnership with Sogou
• Brockhurst Capital Partners (search fund): worked with the founder on fundraising, deal sourcing and target post-acquisition
Years Employer Title Department
Years: 2017 to 2019 Employer: Refinitiv (formerly Thomson Reuters Financial & Risk) Title: Associate Product Manager Department:
Responsibilities:
• Designed innovation investment plan for early-stage startups under the Global Head of Applied Innovation
• Managed end-to-end user experience of QA Direct product for 20+ clients, including onboarding, technical support, and project
management; client base represented $5M in managed annual revenue
• Led cross-functional weekly meetings and leveraged direct customer feedback to prioritize product design backlog
• Developed a lean business canvas, project plan, and prototype sketch, as part of a 72-hour Innovation Challenge
Years Employer Title Department
Years: 2016 to 2017 Employer: IHS Markit Ltd. Title: Quantitative Associate Department:
Responsibilities:
• Led projects on new customized indexes development and partnered with the sales team to win a $100K annual contract
• Pioneered the research and development of new cybersecurity factors and predicative signals using alternative data
• Attained $30K in operational savings by negotiating with 8 healthcare data vendors and advising on a sourcing plan
Years Employer Title Department
Years: 2017 to 2020 Employer: Self Employed Title: Co-Founder and President Department:
Responsibilities:
• Co-founded the leading young entrepreneurs sharing community in the Midwest; acquired 501(c)3 status in 2018; accumulated
5000+ subscribers over two years; managed a 10-person board team
• Led fundraising efforts, successfully raising $15K from E*TRADE Innovation Labs and SoGal Ventures
• Built strategic partnerships with VCs, accelerators, incubators, and communities; secured 50+ global collaborators
• Managed a 30-person team to organize the largest US-China Pitch Competition in the Midwest
• Awarded AACYF (All America Chinese Youth Federation) Top 30 under 30
Years Employer Title Department
Years: 2013 to 2014 Employer: Badlands Title: Producer Department:
Responsibilities:
• Organized a team of 7 to visit and stay with Lakota Indians, a tribal Native American group, conducted 50+ interviews and collected
2000+ hours footage; nominated by the 5th China Academy Awards of Documentary Film

Career Accomplishments

Licenses / Certifications
CFA Level II Candidate, CFP Candidate

Language Skills

Language Proficiency
English Fluent
Mandarin Fluent
French Proficient (conversational)
Japanese Proficient (conversational)

Fields of Expertise

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