Unique blend of expertise in FP&A, M&A, Financial Modeling, Strategic

FRANCESCO POTENZA

Executive Summary

• Experienced professional with corporate and consulting international experience

• Unique blend of expertise in FP&A, M&A, Financial Modeling, Strategic Planning and Risk Management

• Strategic thinker and team builder with keen intellect, financial acumen and passion for learning

• MBA in Finance, Corporate Finance, Valuation and Financial Modeling training and certification (AFM)

Experience

Avalon Healthcare Systems 06-2018 – present Tampa, FL

Director, Strategic Finance

Lead financial aspects of strategic plans, operating plans, and other business initiatives across the Company

• Lead long-term strategic forecasting and business case development and modeling

• Establish and lead budgeting process and model the integrated budgeted financial statements

• Business scenario planning including strategic analysis and product strategy modeling

• Assist with capital raise, due diligence, and financing projects

• Support internal projects with financial modeling, strategic market analysis, and program evaluation and measurement

• Establish and monitor corporate KPIs and metrics. Design corporate reporting for most important trends

Aon Corporation 09-2013 – 05-2018 Chicago, IL

Senior Manager, Financial Risk Manager

• Build financial and decision support models applied to complex cases. Use financial instruments to manage exposure to risk, particularly foreign exchange, interest rate and market risk

• Acting as SME on treasury projects and development of procedures in the financial risk management space

• Coordinating ad-hoc analysis and reporting for finance leaders on financial risks

• Participating to Finance and Pensions Committees and analyzing investments effectiveness / performance

• Monitoring FX and Interest Rate Risk and implementing hedging strategies

• Modeling and validating company’s exposure to risk with different types of analysis (VaR, EWMA, GARCH, and scenario analysis) and performing complex financial analysis with analytics tools (e.g. @Risk)

Manager, Financial Risk Manager

• Assessed strategic fit of investments and business development opportunities and coordinated projects within reinsurance business unit

• Evaluating on the impact of introduction of new strategies and compliance to new regulations

• Building models for financial/scenario analysis, cash flow forecasts, and budget-to-actual variance analysis

• Providing timely and accurate analysis of results and financial trends in order to assist senior executives

• Promoting use of ROIC and add discipline around capital allocation process

• Building profitability model and manage the implementation of global revenue leakage reports

• Overseeing cross-functional projects, maintaining communication plans and performing stakeholder analysis

Ernst & Young 04-2010 – 06-2013 Chicago, IL / Zurich, CHE

Manager, Valuation & Business Modeling

• Assisted clients with financial models for investment initiatives or transactions.

• Performed valuation analysis and conducted industry and economic analysis. Supervised, led, and trained associates

• Created driver-based planning models driving integrated P&L, balance sheet, and cash flow statements

• Performed evaluations of transformation initiatives and new operating model to achieve efficiencies

• Assisted clients with Solvency II Pillar 3 reporting templates

• Built financial models used to drive executive decision-making, and enhanced capital budgeting models

• Performed investment analysis combining DCF method and scenario analysis for client entering new region

• Built rNPV and binomial model for Big Pharma for a $3B worth of new molecular entities IP migration

• Coordinated multimillion cost reduction program and built executive dashboard to track metrics

• Assisted client with models aggregating financials of several legal entities for $2.7B carve-out

Baker & McKenzie, LLC 10-2007 – 12-2009 Chicago, IL

Economist

• Applied economics and finance to transfer pricing and corporate tax planning. Supervised up to 2 analysts.

• Performed scenarios analysis for tax optimization purpose in connection with international transactions

• Advised multinational companies with the structuring and valuation of intercompany transactions of intangible property in conjunction with licensing and cost-sharing agreements

• Assisted clients in establishing shared service centers and created models to allocate costs to affiliates

• Conducted comparable research, performed financial benchmarking analysis

Agos SpA / Agos Reinsurance Services (ARES) 09-2002 – 08-2006 Milan, ITA / Dublin, IRE

Treasurer and Director of Finance

• Led incorporation of reinsurance captive and held responsibilities of Company Secretary and Treasurer as per articles of association and maintained the company’s statutory registers/books. Supervised 2 direct and 6 indirect reports.

• Developed insurance programs and managed relationship with fronting underwriters and retrocessionaires

• Supervised the formulation of reinsurance agreements, claims process, and reporting (bordereau, etc.)

• Reached €3.6M net income vs. €1.2M target in year 1 and €9.6 net income and €120M GWP in year 2

• Established FP&A function, in charge of annual budget, roll-forward forecasts, and quarterly reporting

• Directed cash management, led solvency monitoring and coordinated the development of IBNR model

• Presented financial results and strategic initiatives at board of directors meetings

FP&A and Special Projects Manager

• Led FP&A for the insurance business. Supervised development of insurance products and coordinated their launch with sales executives. Managed team of 3 and coordinated work of several contractors.

• Assisted CEO and CFO with due diligence and scenario-driven investment decisions analysis

• Utilize financial tools and modeling to produce portfolio forecasts

• Conducted strategic analysis and created business plan that led to starting-up reinsurance business abroad

• Created new processes for post-financing sales of creditor protection generating additional €6.5M revenue in year 1

• Liaised with IT leaders, dictate business requirements and supervised development of new financial system functionalities and / or management reports

Andersen Consulting / Accenture 09-2000 – 08-2002 Turin, ITA

Consultant

• Engaged in multiple projects for Financial Services companies.

• Conducted functional analysis in the context of large process reengineering engagements

• Designed and developed cost allocation models for large Italian bank

• Conducted data flow analysis and implementation of quoting online websites for global bank

Previous Experience: Assistant CFO, in dotcom company: finance and administration. Analyst in local CPA firm: tax filing

Education

Hult International Business School 08-2007 Cambridge, MA

Masters of Business Administration, GPA 3.75, top-10 student, recipient of the Bertil Hult Scholarship

Boston College 08-2007 Boston, MA

Graduate training in Financial Statement Analysis and Business Valuation, GPA 4.00

Dublin City University 07-2006 Dublin, IRE

Graduate Certificate in Corporate Treasury, 1st Class Honor

Universita’ degli Studi di Salerno 07-1999 Salerno, ITA

Bachelor degree in Business Administration and Economics, GPA 3.7

American Society of Appraisers

Successfully passed all the required exams for the AM designation in Business Valuation

Financial Modeling Institute (FMI)

Holding the Advanced Financial Modeler (AFM) status

Citizenship: Italian - Resident: USA (Permanent Resident / Green card holder)

Languages: Fluent in English and Italian, French and Spanish (basic), German (beginner)

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