UX Design Immersive Student @ Tech Bootcamp for UX Design. A 10 week immersive program that teaches the fundamental theories, techniques, and tools of user experience design. The program is taught by top UX practitioners and is designed to provide students with real world experience through a variety of client facing projects. From May 2015 to Present (4 months) San Francisco, CADirector, Strategy & Investor Relations @ • Serve as investor/banking spokesperson for profitable, fast-growing, innovative health care start-up, an 8+ surgical hospital health system. • Worked closely with management team CEO, CFO, and COO on various banking, finance, and operations challenges within the company. • Key part of the M&A team responsible for hospital acquisitions, sales, and de novo projects. Participated in the negotiations, lead due diligence, and created 5-year preforms models. • Completely redesigned corporate investor presentation to communicate the Victory story to bankers, partners, and private equity. Used personal contacts to organize and present to 25 banks over two days at January 2014 JP Morgan Healthcare Conference. Victory’s first ever appearance. • Evaluated various banking/credit opportunities at both the facility and corporate level. • Reviewed and redesigned Monthly Operating Reports (MOR) and budget packages. • Developed and implemented a new corporate policy for implants and biologicals, negotiated implant vendor contracts. • Lead project to evaluate and modify Victory’s chargemaster, worked with revenue cycle team, created daily presentations for senior management to generate buy-in. • Performed analysis for the merger of operations of two facilities. Coordinated with clinical, and HR, and operations personnel. Created proformas and presentations, analyzed and recommended staffing. • Developed quarterly investor presentations for physicians partners at each facility. • Evaluated risk management program and coordinated insurer due diligence - changed insurers generating a savings of over $0.5 million annually. From November 2013 to September 2014 (11 months) The Woodlands, TXSenior Analyst & Investor Relations Consultant @ • Designed and composed original detailed sell-side research reports for small- and micro-cap companies of various sectors with little or no coverage from traditional outlets including: investment banks or trading boutiques. • Drafted detailed investor presentations for client companies, including: corporate overview, market analysis, technology and product assessment, clinical data, business model, incentive alignment, sales strategy, distributor model, financials, and short- and long-term catalysts for stock appreciation. • Analyzed and redesigned client company websites, resulting in increased usability and improved information gathering for all users including: investors, vendors, and consumers. • Key relationship manager for senior management, including: CEOs, CFOs, R&D directors, among others. • Created and executed press releases and pitches to drive interest to client companies from reporters, investors, and buy- and sell-side analysts. • Developed detailed CGR marketing plan and materials including: target market estimates, competitive analysis, social media strategy, partnering strategy, advertising strategy, pamphlets, and presentations. From January 2009 to October 2013 (4 years 10 months) New York, NYDirector, Investor Relations @ • Serve as institutional investor spokesperson for profitable, diversified, $600M+ media company. • Independently organized and performed outreach meetings with top 25 holders and sell-side analysts to gauge investor perception and improve investor-company relations. • Created targeting strategy, calls, and non-deal road shows to develop markets in: Northeast, Midwest, West Coast, Europe, and Asia. Targeted media experts and value funds. • Organized all elements of investor conferences: presentation development and prep, presentation notes, Q&A, one-on-ones, banking meetings, and investor follow-up. • Worked cross-functionally with multiple business units to create and maintain an earnings process with solid deadlines, including: conference call scripts and earnings press releases (both linked via web filings), earnings presentations, expected Q&A, and supporting materials. • Developed social media strategy and ran daily operations for the most widely followed IR-specific social media accounts. • Revamped IR website to be more investor focused, user friendly, and social media savvy. • Redesigned investor presentation to be concise and easily understandable by both buy-side media experts and generalists. Reduced slide count, elaborated narrative, highlighted core business, introduced future growth strategy, and reduced the noise around one-time issues. • Collaborated closely with media relations to develop messaging for major business transactions. • Prepared IR-related board materials. From October 2012 to April 2013 (7 months) Stamford, CTFund Portfolio Manager & Senior Equity Analyst, Health Care @ •Analyzed small- and mid-cap companies (for $2.6B asset manager) within all health care subsectors: medical technology, biotech, genomics, HMOs, hospitals, specialty providers, pharmaceuticals, and distributors. • Managed over $70M in long-only client accounts as well as a long/short product. • Identified undervalued companies by assessing industry and company fundamentals through company visits, trade shows, industry contacts, physician surveys, and clinical research evaluation. • Constructed company valuations based on projected financials/DCF as well as relative valuation. • Created health care long/short mutual fund: developed fund strategy, composed prospectus, created budget, constructed trading guidelines, presented at investor and sales meetings, and coordinated SEC filings. • Performed attribution and risk analysis using Factset and Barra software. From October 2002 to October 2008 (6 years 1 month) Associate Analyst, Global Investment Research @ • Maintained coverage of securities in the medical technology sector, focusing on orthopedics, medical supply, ophthalmology, and dental subsectors. • Performed primary research and analysis: conducted surveys, communicated with university researchers and physicians, made company visits, and developed financial and market models. • Communicated investment recommendations to institutional clients and Goldman Sachs’ salesforce through research reports, First Call notes, meetings, health care conferences, e-mail, and phone communications. • Performed due diligence for investment banking clients, including $130 million initial public offering (IPO). From March 2001 to March 2002 (1 year 1 month) Associate Analyst, Equity Research @ • Assisted senior analyst in covering the medical technology segment. • Participated in banking engagements, including private placements and M&A. From May 2000 to March 2001 (11 months) Associate Director of Network Development @ • Developed and maintained network of more than 3,000 physicians for innovative health care start-up. • Negotiated and drafted managed care risk contracts and designed associated funds flow models. From September 1999 to May 2000 (9 months) Senior Consultant @ • Developed narrative and financial forecasts for feasibility studies used to support $26-156M bond offerings. • Prepared consolidated forecast financials for major merger of three hospitals in New York: evaluated debt capacity, examined current management initiatives, and assessed potential for merger synergies. • Negotiated managed care contracts with New England’s largest payor for PHO with 800 physicians. From April 1998 to September 1999 (1 year 6 months) Consultant @ • Audited settlements, IBNR, and cost reports for publicly traded health maintenance organizations. • Supported development of operating budget for community health care provider, eliminated $6 million deficit. From July 1996 to April 1998 (1 year 10 months)
MS, Health Policy & Management @ Harvard School of Public Health From 1994 to 1996 BA, psychology @ University of California, Berkeley From 1991 to 1994 Jessica CFA is skilled in: User Research, Competitive Analysis, Interviews, Design, Storytelling, Storyboarding, Wireframes, Doodling, Copywriting, Writing, User Flows, Research, Problem Solving, Psychology, Rapid Prototyping, Stakeholder Engagement, Interaction Design, Cognitive Psychology, Market Analysis, Valuation, Equity Research, Investments, Financial Modeling, Equities, Financial Analysis, Social Media, Asset Management, Bloomberg, Microsoft Office, Asset Managment, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Excel, Word, Paper Prototyping, Team Building, Strategy, Start-ups, Hedge Funds, Analysis, Due Diligence, Mergers & Acquisitions, Management, Fixed Income