Assistant Vice President - Analyst

MARKOS DAGET

***********@*****.*** 571-***-**** Open to Remote & Relocation U.S. Citizen

SKILLS:

Analysis & Finance: Business Analysis, Financial Modeling (DCF, LBO, M&A, 3-Statement), FP&A, Forecasting, Budgeting, P&L Management, Variance Analysis, Risk Assessment, Due Diligence, Valuation, Requirements Gathering (BRD/FRD), ROI Analysis Product & Project: Product Strategy, Roadmapping, PRD/MRD, OKRs, Go-to-Market, Agile, Scrum, SAFe, Kanban, Sprint Planning, Backlog Management, User Stories, UAT, Program Management, PMO, Change Management, SDLC Data & Technical: SQL (PostgreSQL, BigQuery, Snowflake, Redshift), Python (Pandas, NumPy, Scikit-learn), R, Excel (VBA, Power Query, Power Pivot), Tableau, Power BI, Looker, Alteryx, Google Analytics, A/B Testing, Predictive Modeling, ETL, Data Warehousing, REST APIs, Git, AWS, Azure, GCP, HTML/CSS, JavaScript, Figma, BPMN, Low-Code (Retool, Bubble), RPA (UiPath, Power Automate), Zapier, Make

Enterprise Systems: Salesforce (Admin, Flows, Reports), HubSpot, Dynamics 365, SAP, Oracle, NetSuite, ServiceNow, Workday, Anaplan, Marketo, Pardot, Amplitude, Mixpanel, Segment, Zendesk, Jira, Confluence, Asana Operations & Sales: Process Improvement, Lean Six Sigma, Vendor Management, Contract Negotiation, SLA Management, SOX, GDPR, HIPAA, AML/KYC, Regulatory Reporting, RevOps, Pipeline Management, Lead Gen, SEO/SEM, PPC, Email Marketing, Marketing Automation, Pricing Strategy, Customer Success, Account Management EXPERIENCE:

Citi Assistant Vice President

Jan 2025–Present

– Own end-to-end product strategy for $150M+ revenue portfolio: define roadmaps, write PRDs, set OKRs, and lead 5 cross- functional Agile scrum teams in SAFe across Engineering, Design, Data Science, Marketing, Legal, and Compliance.

– Build financial models (DCF, 3-statement, scenario/sensitivity) and pricing engines in Python and Excel to forecast revenue across 12/24/36-month horizons; present ROI analyses and capital allocation recommendations to C-suite.

– Architect Tableau/Power BI analytics platform tracking 40+ KPIs (LTV, CAC, ARPU, churn, NPS, conversion) across 2M+ customers; implement Amplitude and Mixpanel for product analytics, reducing reporting latency 60%.

– Lead pricing optimization and A/B testing using SQL, Python (Scikit-learn), and multivariate experimentation, driving 18% conversion lift and $12M incremental ARR; manage Salesforce CRM and RevOps pipeline reporting.

– Implement marketing automation in HubSpot and Marketo: nurture sequences, lead scoring, attribution dashboards; conduct competitive intelligence (Gartner, CB Insights, PitchBook) to evaluate M&A and build-vs-buy decisions.

– Design wireframes (Figma), manage 200+ story backlog in Jira, lead UAT/QA cycles, and coordinate go-to-market launches with SOX/AML/KYC regulatory sign-off; build RPA workflows (UiPath, Power Automate) reducing manual effort 70%. Citi Business Operations Analyst

Apr 2024–Jan 2025

– Drove operational transformation for $250M+ business unit: led Lean Six Sigma initiatives eliminating 40+ manual workflows, reduced cycle times 35%, saved $6M annually; established BPR frameworks across 3 departments.

– Built enterprise reporting infrastructure: automated 25+ reports using Python, SQL, Excel (VBA/Power Query), Alteryx, and Snowflake; designed ETL pipelines and data warehouse schemas freeing 30+ analyst hours/week.

– Administered Salesforce (50+ users): custom reports, dashboards, Flows, data migration of 100K+ records; managed $15M+ vendor portfolio with RFP processes, contract negotiation, SLA dashboards in ServiceNow.

– Developed workforce planning models in SQL and Tableau across 80+ FTEs; led cross-functional projects (Jira, Confluence, Asana) coordinating Technology, Finance, Legal, HR, and Operations workstreams.

– Established SOX compliance framework: internal controls, audit documentation, controls testing for 20+ processes; implemented RPA (UiPath, Power Automate) and workflow automation (Zapier, Make) across 3 operational teams. Citi Business Strategy Analyst

Jul 2023–Apr 2024

– Conducted market sizing (TAM/SAM/SOM) and competitive benchmarking across 12 markets; identified $30M+ addressable revenue; built M&A valuation frameworks (DCF, LBO, comps) for 5 acquisitions valued at $50M-$500M.

– Performed advanced analytics on 15M+ records using SQL, Python, R, Snowflake, and Databricks: customer segmentation, propensity modeling, churn prediction, CLV calculation, and marketing mix optimization.

– Designed executive dashboards (Tableau, Looker) tracking $75M+ strategic initiative portfolio; led BPR and requirements gathering for enterprise system migration with BRDs, FRDs, and BPMN process maps.

– Developed supply chain analytics and procurement models reducing vendor costs 20%; created investor-grade pitch decks, white papers, and board presentations supporting $100M+ capital allocation decisions.

– Managed stakeholder communication across 8 business units: strategy workshops, OKR-setting sessions, quarterly business reviews, executive RACI plans, and partner/channel sales strategy alignment. Citi Business Operations & Analytics Intern

Jun 2022–Aug 2022

– Analyzed 1M+ transaction records using SQL, Python, Excel; built automated Power BI/Tableau dashboards tracking performance, acquisition funnels, and NPS adopted by 5 regional teams.

– Supported product launch (requirements, competitive analysis, UAT, go-to-market); conducted FP&A on $20M budget identifying

$1.2M savings; designed customer journey maps (BPMN/Visio) reducing onboarding time 28%. Daget Ventures Founder & Consultant

Jun 2017–Jun 2022

– Founded consulting firm serving 40+ clients across finance, real estate, healthcare, SaaS, and e-commerce: business analysis, financial modeling, product strategy, marketing, and operations advisory ($10K-$750K engagements, 97% satisfaction).

– Built 50+ financial models (DCF, LBO, pro forma, cap tables) and pitch decks contributing to $8M+ in funding raised; implemented Salesforce, HubSpot, Dynamics 365, NetSuite with CRM config, reporting, automation, and training.

– Executed multi-channel marketing (SEO/SEM, Google/Meta/LinkedIn Ads, Mailchimp, Klaviyo, HubSpot, Marketo) generating 1M+ impressions and 75K+ leads; built Tableau/Power BI/Looker dashboards for self-service BI.

– Led low-code development (Retool, Appsmith, Bubble) for internal tools; managed distributed teams of 12 contractors across US, India, and Philippines with full SOW negotiation and delivery coordination. EDUCATION:

VIRGINIA TECH B.S. Marketing Aug 2020 – Dec 2022 GPA: 3.62 Magna Cum Laude AWARDS:

CitiBank Diversity Scholar 2022, 4-Time Virginia Tech Dean's List Honoree, RNMKRS Sales Competition Rising Star, Virginia Real Estate License (Active)

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