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Portfolio Audit

Erica M. Carl

Strategy & Operations

Consulting · Performance Improvement · Project Delivery

Based in Charlotte, North Carolina

Audit compiled September 10, 2026

Section 1

Strategy · Operations · Consulting

Executive landing & positioning

“I bring structure to ambiguity, ask the right questions, and translate insights into decisions that move organizations forward.”

Healthcare Strategy · Performance Improvement · Project Delivery · Based in Charlotte, North Carolina

Core capabilities at a glance

Project Delivery: Workstream coordination · Cross-functional execution · Deliverable development · Milestone management · Sponsor and executive communication
Strategy: Problem framing · Market analysis · Strategic synthesis
Operations: Current-state assessment · Capacity analysis · Scenario modeling
Insights: Qualitative research · Quantitative analysis · Benchmarking
Stakeholders: Discovery · Advisory · Cross-functional communication
Implementation: Roadmapping · Training · Change adoption

Section 2

How I Work

From question to execution.

Six stages adapted to the problem in front of me, not a template applied identically to every project.

01
Frame
Define the business question, scope, stakeholders, constraints, and success measures.
In practice: At SullivanCotter, a broad question around member value and engagement became a structured assessment of the member experience and where improvements should be prioritized.
02
Diagnose
Assess the current state using data, stakeholder perspectives, research, and operational context.
In practice: At Shouldice, current state meant patient census and bed capacity: 90 beds, a five-day schedule, and where the week actually ran tight.
03
Test
Validate assumptions using interviews, surveys, benchmarking, comparative analysis, or scenario modeling.
In practice: Seven interviews produced the themes; a validation survey was designed to test whether those themes held across the broader membership.
04
Synthesize
Translate evidence into patterns, gaps, constraints, opportunities, tradeoffs, and implications.
In practice: At SECU, nine categories of competitor data only became useful once normalized into a like-for-like read.
05
Solve
Evaluate options and develop prioritized recommendations.
In practice: Recommendations get tiered, not listed. SullivanCotter received three tiers in the order the evidence supported.
06
Enable
Translate recommendations toward execution through roadmaps, communication, training, measurement, and adoption support.
In practice: Jesse & Ben's received a 12-month phased rollout with a KPI framework. At OPCD, enablement was the work itself.

Section 3

Primary deep-dive experiences

SullivanCotter — Large Clinic Group Member Value & Engagement Assessment

Client-Sponsored Consulting · Healthcare Strategy

Mandate

Conduct an independent, outside-in assessment of member value and engagement for SullivanCotter's Large Clinic Group membership program and develop prioritized recommendations to strengthen the member experience.

Role

Team lead on a five-person consulting team, coordinating research, stakeholder interview work, analysis, synthesis, recommendation development, and sponsor-facing presentation delivery.

Methods

7 stakeholder and member interviews in a dual-interviewer format
Validation survey designed for approximately 70–85 broader members
SWOT analysis and competitive landscape mapping (MGMA, AMGA, Deloitte, ECG / Chartis, HBI / Alira)
Website and UX audit, secondary research, stakeholder and membership journey analysis

Process

Discover → Validate → Diagnose → Synthesize → Recommend

Engagement management

Planned the engagement and split the work across five people
Coordinated interview scheduling and the dual-interviewer format
Managed analysis and synthesis into a single sponsor deliverable
Carried the work through to sponsor-facing presentation delivery

Recommendation architecture

Tier 1 — Face-to-Face Engagement: coffee chats, Zoom mini-conferences, forum prompting
Tier 2 — Digital Experience: website redevelopment focused on findability
Tier 3 — Support Systems: structured onboarding, Authy two-factor authentication, AI-generated summaries

AI governance

Used Amazon Q within sponsor-approved data governance guidelines to support secure summarization of scrubbed interview notes.

Healthcare Strategy
Stakeholder Discovery
Survey Design
Competitive Landscape Mapping
Recommendation Development

Wake Forest University Office of Personal & Career Development

Professional Experience · Service Delivery · Operations · Change Adoption

Verified areas of work

01 Stakeholder Advisory — individualized career guidance to 200+ students on goals, strategies, resumes, cover letters, and resources.
02 Research & Decision Support — partnered with the English Department to better understand student career pathways and identify opportunities to strengthen career-search support. Researched career paths, employers, skills, and graduate programs and synthesized findings into a department-specific resource for students and faculty.
03 Handshake Training & Adoption — helped develop and deliver Handshake onboarding for incoming students, using recurring student questions and points of confusion to shape training around profile setup, career resources, opportunity discovery, appointment scheduling, and engagement with OPCD services.
04 Operations & Data — data entry and records management for 1,000+ students in Handshake, plus scheduling, administrative workflows, and resource management.
05 External Engagement — represented OPCD at a Diversity Matters conference involving local universities.

Project Delivery
Stakeholder Support
Change Adoption
Research & Decision Support
Operations

Shouldice Hospital — Capacity & Operations Scenario Analysis

Applied Graduate Case Analysis · Healthcare Operations · Analyst

Verified figures

90-bed capacity at a specialized surgical hospital
71.4% baseline average bed utilization
81.0% under the Saturday operations scenario (510 patient days / 630 available bed days)
Friday reaches 100% capacity with zero operating buffer

Trade-off

Utilization rises from 71.4% to 81.0%, but Friday runs at full capacity — higher throughput is bought with operating flexibility.

Recommendation

Maintain the specialized surgical focus while expanding operations to Saturday, with the Friday capacity constraint explicitly monitored as an implementation risk.

Capacity Analysis
Patient Census Modeling
Scenario Analysis
Constraint Identification
Operational Trade-Off Evaluation

Jesse & Ben's — Retail Growth Strategy

Client-Sponsored Consulting · Growth Strategy

Role

On a five-person consulting team, owned analysis and strategy workstreams while supporting project management, consumer research, retailer prioritization, and roadmap development.

Market & segment

$57.9B projected frozen fry category by 2030
61% of women ages 25–54 have children at home
Target segment is 23% more likely to be heavy users
Target retailers: Harris Teeter, Kroger, Publix, Meijer, Target, Wegmans, Winn-Dixie

Recommendation

Target upper-middle-income mothers with children at home through a “Fries That Fit Your Life” campaign across in-store displays, TikTok influencer partnerships, retailer-app promotions, and Pinterest content.

Project delivery

Phase 1 — Months 1–4
Phase 2 — Months 4–8
Phase 3 — Months 8–12
Ongoing measurement against a defined KPI framework

Growth Strategy
Consumer Research
Roadmap Development

State Employees' Credit Union — Strategic Benchmarking

Professional Internship · Strategic Benchmarking

Scope

Benchmarked SECU's offerings against regional credit-union competitors — Truliant Federal Credit Union and Allegacy Federal Credit Union — across multiple product, lending, and service dimensions.

Methodology

Collect → Validate → Normalize → Compare → Synthesize → Present.

Delivery

Presented competitive findings to senior executives at SECU headquarters in Raleigh.

Benchmarking
Data Validation
Executive Communication

Section 4

Compact consulting cases

Front Street Capital

Client-Sponsored Consulting · Real Estate Strategy & Financial Analysis

Context

Evaluated the feasibility of a multifamily development near LJVM Coliseum within The Grounds, on a five-person consulting team.

Built and stress-tested an $80M+ multifamily financial model
Analyzed unit-mix composition and pricing strategy against the target submarket
Ran scenario modeling and sensitivity analysis
Translated the analysis into an investment feasibility assessment and executive recommendation

Financial Modeling
Scenario Analysis
Feasibility Assessment

Lowes Foods

Client-Sponsored Consulting · Consumer Insights & Strategy

25+ stakeholder and consumer interviews
50+ prototype tests across iterative rounds
Qualitative synthesis of interview and testing evidence
Recommendations developed and presented to client leadership

Consumer Insights
Iterative Testing
Recommendation Development

Section 5

Leadership & additional experience

At my core, my mission is rooted in a heart for giving back and advocating for the health and wellness of all.

Wake Forest University Residence Life & Housing

Resident Advisor

Supported operations, policy compliance, and community programming for 375 residents.
Led orientation for 40+ new students each year.
Completed FERPA, campus security, and emergency response training.

Student Government

Campus Life Co-Chair & Senator

Chaired the Campus Life committee and directed a $25,000 organizational budget.
Partnered with senior administrators on a $250,000 campus-wide mental health training initiative.
Programming reached 6,000+ students, faculty, and staff.
Led the ALIVE Mental Health Fair, convening ten campus offices in a single day.

Delta Sigma Theta Sorority, Inc.

President & Treasurer, Pi Omicron Chapter

Led operations for a 30+ member chapter, managing a $30,000 budget.
Delivered 20+ annual community impact initiatives.
Led member development, compliance, and community programming.
Built succession and documentation so initiatives outlasted any single officer.

Black Student Alliance

Community Service Chair

Led SOUPer Saturday organizing with the Bethesda Center for the Homeless.
Built homeless advocacy partnerships impacting 100+ community members.
Coordinated volunteers, transportation, and partner communication across student groups.

Civic Scholar Capstone

Packing with a Purpose

Designed a structured, replicable model for sustained student-led community engagement.
Organized an area-wide donation and packing event, coordinating vendors, committees, and marketing.
Grounded in years of Bethesda Center work, from sophomore-year SOUPer Saturday onward.

Section 6

About Erica, capabilities & credentials

In her words

I'm a strategy and operations professional based in Charlotte, North Carolina. I'm drawn to work where the answer isn't obvious yet — where there are different stakeholder perspectives, competing priorities, and a lot of information that needs to become a clear path forward.

My experience spans healthcare, financial services, higher education, consumer strategy, and real estate. The industries change, but the part I enjoy most stays the same: asking the right questions, understanding what the data is really saying, listening to the people closest to the problem, and turning those insights into action.

Analytics informs how I work, but the analysis itself is not the end goal. I care about what the information means, what decision it supports, and what has to happen next.

Outside of the work itself, leadership and community have always been important to me. I care about doing meaningful work, building strong relationships, and leaving organizations better than I found them.

Personal callouts

Based in: Charlotte, NC
My sweet spot: Complex problems that need structure
Energized by: Stakeholder conversations that change how I see the problem
Known for: Sharp thinking · intentional communication · follow-through

Education

MS in Management — Wake Forest University School of Business, May 2026 · GPA 3.5
BA in African American Studies — Wake Forest University, May 2025

Selected certifications & professional development

Agile & Project Delivery

Agile Project Management Professional Certificate — Atlassian
Career Essentials in Project Management — Microsoft & LinkedIn

Business & Financial Analysis

Financial Analysis and Modeling Professional Certificate — CFI
Corporate Finance Foundations Professional Certificate — CFI
Career Essentials in Business Analysis — Microsoft & LinkedIn

Strategy, Technology & AI

Generative AI for Marketing with Microsoft 365 Copilot — Professional Certificate
Social Media Marketing Professional Certificate — Hootsuite

Tools

Analysis & Reporting: Excel · Tableau · Power BI · SQL (foundational) · Python (foundational)
Communication & Productivity: PowerPoint · Microsoft Office · Google Workspace · Canva
Project & Research Platforms: MRI Simmons · Amazon Q · Handshake

Contribution pillars

Project Delivery

Workstream coordination · Cross-functional execution · Deliverable development · Milestone management · Sponsor and executive communication

Strategy

Problem framing · Market analysis · Strategic synthesis

Operations

Current-state assessment · Capacity analysis · Scenario modeling

Insights

Qualitative research · Quantitative analysis · Benchmarking

Stakeholders

Discovery · Advisory · Cross-functional communication

Implementation

Roadmapping · Training · Change adoption

Section 7

Contact

Erica M. Carl · Charlotte, North Carolina
Email: ericacarl@icloud.com
LinkedIn: linkedin.com/in/erica-carl
Resume: available for download at ericacarl.com

Download resume

Erica M. Carl · Strategy & Operations · Charlotte, North Carolina · Audit compiled September 10, 2026