Transforming risk management for Fortune 100 companies

My Role:

  • Facilitated shaping activities, product strategy, and roadmapping

  • Led cross-functional remote team

Product Evolution:

  • Stress testing was originally conducted with excel, by various analysts, in different ways. An analyst was required to explain the results and changes took weeks

  • There was a steep learning curve to understand complicated financial concepts like derivatives market, statistics, hedging, etc.

  • Strategically focused on specific industry types for first version (risk factors can vary widely by industry)

  • North star: Allow CFOs to stress test their companies financials so they can make more informed timely decisions

  • Our first major pivot was to focus on the analyst as the primary user for the tool (with the exception of outputs pages)

  • Second major pivot was to shift to a second industry type based on early sales conversations

Outcomes:

  • Reduced analyst time by 90%

  • First sale saved over $1M in fees

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