Avg Response Time
Total Hours Logged
Years of Experience
• P&L oversight, governance, and management of tech divisions representing $100M+ of expense; exceeded all fiscal targets during tenure.
• Executed financial analysis on $50M+/year of investments; Savings of $5 -$15M per year.
• Set target savings goals for multi-year planning; reduced planned spend $90M+/year in under 3 years.
I modeled a pro forma of the financials, sized the addressable market, provided pricing strategy, created pitch deck materials, and pitched investors.
• Priced 30+ 3rd party mutual fund deals; $100M+ yearly revenue impact to the firm.
• Developed $20M+ sales plan for a relationship management team; goal surpassed for 2013.
• Managed finance associates and partnered across business units to implement $7M of improved profitability in the institutional clearing and custody business.
• Formulated a fundraising strategy of $18M across 4 holding companies with $9.5 M raised and includes 1 successful exit worth up to ~ $4ooM.
• Created a M&A package, included identifying potential acquirers and comparable deals; modeled valuation at over $100M.