San Francisco, California, US
Summary
Led impactful product design initiatives at Carta, focusing on data-driven solutions and system improvements for valuation products and corporate dashboards.
Highlights
Achieved a remarkable 55% reduction in 409A request form completion time across all segments, including a 99% reduction for Pre-seed and 44% for Non-preseed, by leading the release of the Pre-seed Benchmarking (PSBM) Flow.
Enabled the business team to send approximately 200 Financial Reporting Value (FRV) memos by launching the Split Report, streamlining critical financial communication processes.
Increased the percentage of corporations with active FMV from 50% to 54% through the Flash 409A Project, shifting focus from stale to inactive/expired FMV and establishing a data-informed growth design approach with PM and Engineering.
Juggled multiple valuation design projects simultaneously, including pivotal collaboration on the FMV module and Company Dashboard, ensuring comprehensive understanding of information hierarchy for 409a valuations.
Enhanced design documentation and sharing processes for Product Management, Engineering, and Business teams, demonstrating intentional evolution as a designer and commitment to team efficiency.
Significantly improved presentation skills, leading to polished design presentations for various audiences and taking initiative in UX Writing office hours to scale impact and foster leadership.