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Selected
work
Six engagements across fintech products, brand, go-to-market, credit and business planning.
FINTECH CLIENTS
Product owner, cloud SaaS build
Acted as product owner for a legacy data-software vendor standing up its first cloud
SaaS platform. Authored the full product requirements document — marketing site,
customer portal, API and integrations, user roles and permissions, and a prepaid credit
pricing structure — turning a competitive market scan into a buildable specification for business and technical teams.
RFP management and development-partner selection
Ran the RFP for a technical build, from requirements and vendor outreach through
evaluation, pricing review, and final selection of a development partner. Structured the engagement so meeting cadence and build documentation were locked into the contract before signing. The client and partner went on to work together on four additional projects.
BRANDING & GO-TO-MARKET
Fintech visibility and go-to-market strategy
Developed a visibility and go-to-market plan for sea.dev, a UK-based fintech selling into banks and credit unions. Covered media and PR targets, award and recognition lists, a curated event calendar for direct client engagement, and a content roadmap tied back to the brand messaging pillars.
Data-driven brand and positioning
Georgia-based credit union
Ran a member demographic and engagement analysis and found three things worth acting on.
CONCENTRATION RISK
Deposits were concentrated
among older members — an
attrition risk as that base ages.
GEN Z GAP
Gen Z held only a small fraction of
deposits, using the institution for
one-off products like auto loans
rather than as their primary bank.
TARGETING, NOT REACH
Email open rates were strong
while action rates were weak
— a targeting problem, not a
reach problem.
The recommendation was a brand and website refresh built to reach younger
members without losing the trust of existing ones — grounded in what the data
showed rather than assumption.
BRANDING & GO-TO-MARKET
CREDIT APPLICATIONS & BUSINESS PLANNING
Teasers and financial analysis, mid-market M&A
Produced deal teasers and supporting financial analysis for mid-market M&A processes, packaging the business narrative and the numbers into materials ready for buyers and capital partners.
Lender-ready business plan and forecast
Prepared a lender-ready credit package, business plan and multi-year financial forecast
for a multi-city consumer lifestyle and hospitality brand — including the expansion
model, revenue streams, capital strategy, and both base and accelerated scenarios.