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Work Background
UiPathVP, Financial Planning & Analysis
Apr. 2023New York, New York, United States
Indeed.comSenior Director Financial Planning and Analysis
Apr. 2021 - Apr. 2023New York, United States
Indeed.comDirector of Financial Planning and Analysis
Apr. 2019 - Apr. 2021Greater New York City Area
Indeed.comSr. Manager, Financial Planning & Analysis
Nov. 2017 - Mar. 2019Greater New York City Area
PwCDeals Manager, M&A Professional
Jul. 2013 - Oct. 2017Greater New York City AreaPerform cross-functional analysis throughout the transaction lifecycle to identify and implement business initiatives, drive deal execution, and deliver executive-level presentations for strategic decision-making. Lead the overall PMO to drive functional collaboration during Day One planning and deal execution. Coordinate between work streams and FP&A to measure post-deal value realization. Project highlights:
• Go-To-Market Strategy: Developed a go-to-market approach for a joint venture between two retail & consumer companies. Analyzed customer information and market data to identify customer retention tactics and a co-branded product marketing campaign. Aligned strategy with sales unit and revenue forecast requirements to ensure ongoing business growth post-deal. • Pre-Deal Due Diligence: Analyzed financial and headcount data to perform stand-alone and synergy assessments across operations, sales, marketing, customer service, finance, IT, and HR functions to identify $50-200M in synergies across multiple $1B+ companies in the retail & consumer and healthcare industries. • Financial Reporting Carve-Out: Developed a carve-out financial reporting solution in SAP, Oracle, and HFM for a $50B pharma company. Implemented solution with global manufacturing site directors. • Strategic Initiative Development: Identified and developed business cases for $150M in strategic initiatives across operations, finance, HR, IT, sourcing, and international functions at a $2B media company. Created mechanism for tracking and reporting initiatives in the P&L, which informed executive-level presentations and decision-making. • Merger Integration: Responsible for leading 12 cross-functional teams in planning and executing Day One Close through Final State Integration in a $1.2B joint venture.
PwCFinance Effectiveness Consultant
Jun. 2010 - Jun. 2013Seattle, WashingtonIdentify and execute strategies to reduce functional and operational complexity across the process, people, organization, and technology dimensions. Consolidate low-value processes to reduce costs, increase quality, and improve consistency and productivity. Translate strategy into sustainable performance through budgeting, planning, consolidation, reporting and analytical solutions to provide accurate and timely performance information. Project Highlights: • Financial Reporting Database / Cost Saving Initiatives: Utilized SQL skills to develop previously inaccessible reporting database for $60B technology company, which led to the identification of $300M in cost savings across sales, marketing, IT, and admin for business unit CFO. • Finance Process Improvement Assessment: Performed detailed assessment of a retail company’s finance function (FP&A, corporate accounting, AP/AR, etc.) through management interviews to identify process improvement initiatives prior to a $5.5B acquisition
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