Itasca, IL ***** 312-***-**** adgz39@r.postjobfree.com www.linkedin.com/in/kziesemer

PROFESSIONAL SUMMARY

Finance Executive that combines passion for leadership, strategy, and finance expertise in a cohesive style to instill strategic financial decision-making frameworks and operational efficiency in top performing Firms to reduce costs, improve operational procedures, grow revenues, and maximize ROI. As Director of Financial Operations and System Lead Manager working for Risk Investment Advisor and Strategic Consulting companies, allowed for a career enriched in leading M&A integrations, FP&A analysis, substantial expansion of revenue, cost cutting, turnaround efforts, building out organizational processes, and educating employees for budgets totaling revenues of $550M+. Experience across multiple high-end professional services firms that generated strategic exposure to several industries: healthcare, consumer package goods, manufacturing, information technology, industrial goods, financial services & nonprofit.

CORE COMPETENCIES

- Financial Strategy Consulting Strategy - Financial Analysis & Financial Planning - Accounting & Pricing Strategy

- Operation Management - Mergers and Acquisitions - Business Strategy

- Corporate Finance - Investment Management - Portfolio and Risk Management

TECHNICAL SKILL SET

- Tableau (5 years) - SAP (12 years) - Oracle (13 years)

- Power BI/Cognos (4 years) - Hyperion (5 years) - Lawson (4 years)

- Business Objects (9 years) - Salesforce (9 years) - Advanced Excel (15+ years)

PROFESSIONAL EXPERIENCE

NATIONAL FINANCIAL PARTNERS /DIMEO SCHNEIDER & ASSOCIATES, LLC 2018 – Present

Risk Investor Advisor with annual revenues of $70M & assets of $200B majority owned by NFP.

Director of Finance

Executive leadership position in full control of strategic financial analysis and financial planning (including 3- year plan), financial statements, budgeting, ownership equity, distributions, GAAP internal controls, entire compensation structure for the firm, capacity analysis, and real estate planning. Serving as a main strategist to business unit leads of all functions including Finance, HR, Recruiting, and IT management. Responsible for leading M&A team on all finance transactions in a recent acquisition of RIA with $30M in revenue and $80B in assets. Tasks included valuation, accounting standardizations, opening income statement, balance sheet, cash flow statement, working capital true-up calculation, procurement, and cost segmentation. Presented regularly to CEO, Board of Directors, and Partnership on strategic progress of the firm. Executive Managed a team of six-full time employees.

Key Contributions and Results:

Responsible for leading M&A team on all finance transactions in a recent acquisition of RIA with $30M in revenue and $80B in assets. Tasks included valuation, accounting standardizations, opening income statement, balance sheet, cash flow statement, working capital true-up calculation, procurement, and cost segmentation.

This Director role replaced both the CFO and Controller responsibilities in 2018, solely responsible for balancing, closing, and auditing all Accounting Statements for combined $70M business.

Directed selection and implementation of accounting and asset tracking system (Black Diamond) across firm operations that consolidated three separate applications resulting in annual savings in consulting fees, license agreements and support costs in excess of $220K (Leverage past software skillsets that include extensive knowledge on SAP, Oracle, Tableau, Power BI, Hyperion, Lawson, and Business Objects).

Led firm though strategic financial and operational restructuring, new sales model, and securing major contracts; value of the firm increased by 2.5x in two years.

Developed client profitability model to better understand overall client contribution. Analysis included the selection and implementation of time tracking system to better account for project time saving $350K.

Providing internal research support for the development of executive presentations and external vendors.

Created and divided organization into a strategic two-phased financial restricting approach – 1st phase to centralize the finance/asset tracking management functions, 2nd was to automate key financial processes to reduce dependency on manual processes and staff positions. Restructure netted over $200K in savings.

Collaborated with the corporate communications, marketing, legal, and corporate development teams on the development of transparent and balanced investor messaging.

Partnered with ownership, operational leadership, IT to develop the annual financial business plan to gain buy-in to double the IT spend in 2019 to establish long term operation efficiency and reduce staff cost by $750K.

Collaborated with firm Principals on establishing and monitoring sales benchmarks that supports the firm’s growth strategies on various business units resulting in revenue growth of 10.5% in 2019.

Maintained financial compliance with federal, state and local requirements, and ensure financial reporting is audit ready at all times according to GAAP to pass three internal and external audits at greater than 96% performance rating.

BOSTON CONSULTING GROUP 2015 – 2018

Global strategic management consulting firm totaling $4B in annual revenue.

Great Lakes Regional Finance System Lead Manager

Strategic financial and accounting operations lead of the Great Lakes Regional System ($550M+ in sales). Key stakeholder in presenting financial performance of all 400+ clients on monthly and quarterly schedule to 65 equity Partners at BCG Worldwide Conferences. Led all operations and design for a $20M commercial real estate project for our Chicago location. Team included: Architects, Commercial Construction Company, Furniture Designers, Commercial Real Estate Brokers, Internal Management. Oversaw eight full time employees including four Supervisors, plus advise ten finance subcontractors located in Atlanta.

Key Contributions and Results:

Lead a task force team that was in charge of implementing Tableau reporting dashboards feeding real time results on metric guidelines throughout the corporate finance divisions.

Extensive experience in finance strategy development, competitive analysis, financial modeling, financial forecasting, scenario analysis, M&A, PMO, PMI, Transformations business planning and executions.

Reconciled and strategically planned the pyramid outlook of 550 full time consultants and costs associated to produce benchmarking leverage ratios and achieving annual 18% attrition rates.

Succeeded in interacting, presenting to, and influencing company stockholder’s audiences globally winning the individual 2016 Presenter Award for North America.

Acted as the GL Business Units Corporate Risk Officer, ensuring we operate in a controlled environment under GAAP regulations.

SIDLEY AUSTIN, LLP 2014 – 2015

Global general practice law firm headquartered in Chicago, IL.

Global Client Account Manager

Finance Operation Lead that Supervised twenty-five full time finance personal.

Recruited to be client facing representative for five of the top revenue producing clients and advise all accounting, finance, and pricing strategy associated with the top 20 client portfolio.

Performed complex forecasting analysis on all aspects of client arrangements including financial metrics, billing realization, and profitable rate structures for Executive Committee.

Introduced a new approach to recover 85% of short payments adding $450K in revenue.

BOSTON CONSULTING GROUP 2008 – 2014

Sr. Financial Analyst

Managed financial analysis and financial planning, performing essential monthly, quarterly, and annual reporting for Chicago, Detroit, and Minneapolis offices with annual total revenues of $200M.

Developed a new account receivables and invoice process to lower DSO from an average of 65 days to 45 days across multiple offices.

ACCENTURE 2004 –2008

Client Financial Management Specialist

EDUCATION & AFFILIATIONS

DePaul University 2016

Master’s in Business Management Accounting & Strategy, Execution and Valuation

Cumulative GPA 3.96/4.0 (graduated with distinction)

University of Illinois 2002

Bachelor of Science in Finance

Board Member & Treasurer for St. Luke Church (2018-Present)

Contact this candidate