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Summary
This consultant is a results-driven senior investment/finance leader with extensive experience as a CFO and investment manager in pension funds, endowments/foundations, family offices, startups, and financial institutions. She enjoys working with cross-functional leaders to translate financial data into clear and concise information to enable data-driven decision-making. She is capable of resolving multiple and complex financial and operational issues and motivating staff to peak performance. She has a proven track record of success in facilitating change within organizations.
Highlights
- 20+ years of experience in investment/finance
- Operations/HR
- Non-profit pension fund experience
- Finance and digital transformation and KPI objectives
- Plans strategically; acts operationally
- Skilled in process improvement and business process optimization
- Expert knowledge of pension fund investing and corporate finance
Relevant Accomplishments
- Spearheaded digital transformation for financial decision-making. Redesigned and streamlined financial reports, billing and payroll processing. Eliminated manual data entry for expenses and corrected general ledger discrepancies. Resulted in faster, accurate and more useful reports with automated error discovery. Improved decision-making and focus on strategic issues.
- Implemented P&L analysis and review process. Designed an analysis model, educated management on meaning behind calculations, and trained finance staff on completing analysis. Resulted in reduction of expenses and more accurate reporting.
- Analyzed investment opportunities, created financial models/attribution to track the value and performance of funds for multiple assets classes.
- Implemented asset class and regional allocation strategy, presented investment recommendations to the Investment Committee.
- Launched comprehensive review of insurance providers and implemented changes that led to 15% reduction of annual costs.
Roles
- Chief Financial Officer, Adam Leitman Bailey, P.C.
- Chief Financial Officer, BRIGHT
- Director of Investments, Artivest
- Senior Investment Analyst, The Juilliard School
- Alternative Investments, YMCA Retirement Fund
- DEM Partners, Founding Partner
- Investment Analyst, MetLife
Request Expert / Similar Expert
Click “request expert” for a free initial screening call with this expert or a similar expert regarding your expert consulting needs
To apply for this job email your details to haleymmagnani@gmail.com
