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Jeffrey Yan

Entry-level strategy consultant specializing in private equity and commercial diligence

AlixPartnersTexas A&M UniversityChicago, IL1 Years ExperienceEntry LevelWorks On-Site

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About

Built SMC Prep from the ground up while at Texas A&M, turning a relationship-driven student consulting prep service into a structured outbound funnel that reached 150 prospects across 35 schools and converted 18 paying clients. Also brings consulting experience from AlixPartners, where they synthesized cross-functional stakeholder input to identify SG&A savings and helped drive $4M in in-year impact.

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Key Strengths

  • built an outbound pipeline from scratch for SMC Prep
  • converted 150 prospects across 35 schools into 18 paying clients
  • strong student/customer segmentation and targeting
  • structured multi-channel outreach and follow-up management
  • founder-level experience in customer discovery and adoption testing
  • thoughtful evaluation of founders and markets using execution and willingness-to-pay signals
  • proactive relationship building with investors through alumni and LinkedIn networks
  • cross-functional stakeholder synthesis for senior leadership
  • delivered $4M in in-year savings at AlixPartners through SG&A cost-out work

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Experience

Analyst - Private Equity Strategy ConsultingAlixPartners · Oct 2025 – Present
Strategy AnalystAccenture · Jun 2025 – Aug 2025
Strategy & Transactions Consulting Summer AssociateEY-Parthenon · Jun 2024 – Aug 2024internship
Summer Strategy AssociateCapital One · Jun 2023 – Aug 2023internship

Education

Texas A&M Universitybachelor, Technology Engineering (2025)

Skills

Financial ModelingVendor ManagementStakeholder ManagementChange ManagementSQLPower BIgo-to-market strategyPrivate Equity StrategyCommercial StrategyValue CreationSpend DiagnosticsMarket AnalysisExecutive ReadoutsBoard PresentationsInvestment Committee Materials

Languages

English

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Connect with Jeffrey

Jeffrey already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

Recommended

Already have an account?

Hire with Reval

Find your next great hire

Our AI agents source, screen, and vet candidates for your open roles. Get qualified candidates within 48 hours.

$250one-time kickoff
10%on successful hire
Post a Role90-day money-back guarantee
Jeffrey YanEntry-level strategy consultant specializing in private equity and commercial diligence