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Clarity

Sheryl Ryan

Portland, OR

As an Operational Strategist, I work across business units to develop processes, workflows, and holistic solutions that allow teams to function more effectively and efficiently.

I’m a spreadsheet whisperer and data junky with a hyper sense of organizational design and have successfully managed projects and teams across sales, marketing, client success, HR, finance, and business intelligence/analytics.

I hold a B.S. Finance from Rutgers University’s School of Business and an M.S. in Computer Information Systems from Boston University.

www.linkedin.com/in/sherylryan/

$1.67/min

Sheryl donates to charity: water ($0.00)

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Strategic Planning Financial Modeling Data Analysis Operations Management Process Improvement Financial Analysis Process Optimization Strategic Financial Planning Start-up Operations Budget Development

Call me to talk about

Pitch Decks • Board Presentations • Keynotes • QBRs

New and established companies call on me to develop or power-punch:
▪︎ Executive presentations, board decks & keynotes
▪︎ QBRs & company presentations
▪︎ Sales/marketing collateral (e.g., client presentations, one-sheeters, ebooks)

I also help startups & growth companies to grab investor attention by:
▪︎ Building out financial statements & models to support their business plans
▪︎ Tightening up pitch decks & executive summaries
▪︎ Fleshing out their growth strategies and go-to-market plans

Investors are flooded with pitches daily, so yours has to stand out. I’ll help to:
▪︎ Get your message across as succinctly and powerfully as possible
▪︎ Simplify complex ideas using visuals, wherever we can
▪︎ Ensure a clean, modern & captivating design that aligns with your brand
▪︎ We can even run mock pitches, so you can practice it live

Data Analysis & Business Intelligence

I transform chaotic, disjointed data into actionable insights and easy-to-use financial & business models. In doing so, I find the stories in your data, uncover hidden opportunities, and facilitate optimal decision-making for the stakeholders at various levels of your organization.

From the visual presentations & concise explanations, I ensure the information is meaningful and easy to digest, no matter how complex it is behind the scenes. The insights will be relevant and the recommendations clear, tangible, and impactful.

You will walk away with a clear sense of what’s working or not, what’s driving the trends and anomalies, and the levers you might pull to drive change.

In addition to being a skilled model builder and insightful analyst, I'm a seasoned entrepreneur and have led teams across finance, HR, strategic operations, sales, and online marketing. Because I've had my hands in nearly every aspect of a business, I connect the dots easily (without a ton of explanation from you) and work quickly, efficiently & effectively to get you the results you need.

Ultimately, my analyses & insights help you to:

• Grow revenue, lower costs & optimize ROI
• Reduce customer & employee churn
• Explore opportunities & what-if scenarios
• Test assumptions & financial implications
• Develop & measure against goals
• Manage projects & related budgets/forecasts/KPIs
• Segment sales campaigns, track performance & identify opportunities
• Identify high and low-performing media across the customer journey
• Allocate media spend across marketing channels

How I present my findings is up to you. While my spreadsheets are probably the easiest you’ll ever use, I’m equally happy to work directly within your data management & visualization tool.

Most deliveries will also include a concise & beautifully designed presentation/PDF with recommendations or to clarify anything that may not be immediately obvious in the reporting.

“I hate spreadsheets, but I love yours!” ~ Previous technology client

Specialties include:
• Budgeting & forecasts
• Financial modeling
• Sales models, segmentation, goals & forecasting
• Marketing analytics & strategy
• Ad hoc analysis & data modeling
• Operations / process improvement

Company Infrastructure & Operational Efficiencies

What's involved in company infrastructure? Think about it this way...

When you launch a new project or company, you accomplish tasks any which way you can. It's great for a while but at some point, the workarounds start to break down and the everyday tasks begin to feel cumbersome. Things take longer to accomplish and mistakes become more common. Costs get out of hand and morale begins to dip.

Sooner rather than later, you need to untangle your workflows, get rid of the workarounds, and streamline your processes.

Here's how I help:

・Create and streamline processes that scale
Implement organizational tools and workflows that drive efficiencies and fuel growth
・Administer, customize and manage CRM and marketing automation technologies
・Develop intelligent financial models that allow for helpful what-if analyses
・Design high-utility reporting suites that surface actionable insights & track KPIs (e.g., sales, marketing, client success)
・Quickly inhale, synthesize & disseminate knowledge (e.g., company wikis, client training, employee onboarding)
・Develop hiring strategies that outline/clarify roles, responsibilities, expectations, and success metrics
・Identify, negotiate and implement HR resources (e.g., payroll systems, insurance vendors, 401k programs)

'Smart' Budgets & Financial Models

I design "smart" budgets and financial models that allow you to run critical what-if scenarios and make more informed decisions for your business.

Because of their thoughtful and forward-thinking design, you'll be able to use your financial models to create future budgets and forecasts for years to come.

In addition to being a skilled financial modeler and insightful analyst, I'm a seasoned entrepreneur and have led teams across finance, HR, strategic operations, sales, and online marketing.

Because I've had my hands in nearly every aspect of a business, I connect the dots easily (without a ton of explanation from you) to work quickly, efficiently & effectively to get you the results you need.

Ultimately, my financial models, analyses, and insights help you to:

• Explore helpful what-if scenarios (sales, purchasing, hiring, etc.)
• Grow revenue, lower costs and optimize ROI
• Reduce customer & employee churn
• Explore opportunities & what-if scenarios
• Test assumptions & financial implications
• Develop & measure against goals
• Manage projects & related budgets/forecasts/KPIs

"I hate spreadsheets, but I love yours!" ~ a fashion technology client

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Member since April 2020