VANYA KALAIDJIEVA

Lehi, UT 267-***-**** adu17g@r.postjobfree.com https://www.linkedin.com/in/vkalaidjieva/

FINANCIAL PLANNING AND ANALYSIS (FPA), CORPORATE FINANCE, STRATEGIC PLANNING, TREASURY AND RISK PROJECT LEADERSHIP PROFESSIONAL

15+ years of progressive responsibility Executing extensive global FP&A, Control, Strategic Planning, Treasury, Executive Reporting Managing global transformational finance projects Leading and facilitating cross-functional strategic and operating engagements Partnering/advising senior leaders. Transferable skills:

Executive Communication, Project Management

Reporting, Internal Control, Treasury

FP&A, М&А, Due Diligence, Equity Research

Adaptive Planning, Hyperion Integration

Reporting, Consulting, Change Management

Forecasting, Budgeting, Business Development

ADVISORY CONSULTING PROJECTS THROUGH ORGANIZATION TRANSFORMATION:

CONSULTING PROJECTS 11/2021 - Present

Lead financial planning and analysis, budgeting, forecasting and change management projects virtually at technology and other companies (Projects include at Revibe Men’s Health, Power to Fly, Amazon)

ONE HEART BULGARIA, Sofia, Bulgaria

Finance Director, Project Manager 04/2019 – 11/2021

Developed new client relationships; engaged, impacted, oversaw, reviewed, and adhered to the operational budgets each month; helped set and track financial goals. Fundraised and won corporate funds for the NGO.

CONCENTRIX, Sofia, Bulgaria 10/2019 – 04/2020

Finance, FP&A Senior Specialist, Project Manager

Developed and maintained FP&A variance expense models for all European countries, prepared budgets and monthly forecasts for US BPO going through merger transformation process and preparing to go public.

KPMG, Sofia, Bulgaria 07/2018 – 10/2018

Senior Manager

Managed change management projects with different Government/non-government clients located in Macedonia and Kosovo to assure they meet consistency and alignment with budgetary and risk targets.

ROYAL BANK OF CANADA (RBC), Jersey City, NJ 10/2017 – 04/2018

FP&A Consultant, Project Manager

Collaborated with RBC Management and Treasury to create operational change management Hyperion FP&A models and variance reports, increased efficiency of regulatory risk reports by 50%.

HEDGENET, MARTO CAPITAL, New York, NY 09/2016 – 10/2017

Strategic Corporate Financial Advisor (hired by owners to work on projects for their start-ups)

Led financial due diligence projects for five M&A related clients/transactions across technology industries.

CITIGROUP, New York, NY 10/2015 – 06/2016

Finance Project Manager

Managed Citi's “Best in Class Finance “ change management projects, collaborated with Treasury and all departments to lead transformational strategic programs; achieved consistent risk reporting structure.

NASDAQ, New York, NY 10/2014 – 06/2015

Senior Finance Lead Corporate Finance, FP&A Project Manager

Worked with Senior VP in NYC and led team located in Virginia to produce monthly FP&A forecasts and variance updates/control packs; collaborated with the Treasury team in Hyperion integration.

IQOR, New York, NY 11/2013 – 05/2014

Senior Corporate Finance, FP&A Lead

Built and led the financial forecast team to prepare in-depth FP&A analysis. Collaborated with the Treasury team as member of Due Diligence during the Hyperion and change management integration of Jabil’s AMS; analyzed the FX hedging software marketplace; saved iQor $300K. Implemented new FP&A systems.

BRIDGEWATER ASSOCIATES, Westport, CT 05/2013 – 11/2013

Project Manager (Consultant)

Successfully finalized the remaining project in Client Services – the contract terms database - with intent to protect the Hedge Fund’s client accounts and create a system of checks, balances and risk management.

Designed the first financial planning model aligning actual data to the General Ledger; prepared a monthly risk management report to track key variances and report risk ratios to Treasury and Management.

FULL TIME EXPERIENCE:

J.P. MORGAN CHASE, New York, NY 2012 – 2013

Assistant Vice President –Commercial and Businesses Banking HR Data Analytics

Analyzed HR data and created presentations with key findings and implications for Management. Presented to Senior Management and made recommendations.

METLIFE, INC., New York, NY 2005 – 2012

Finance Manager – MetLife International Finance – FP&A, (2009-2012)

Promoted to join and lead the International FP&A team and work with the newly elected CFO and the Due Diligence team to set up for MetLife’s International expansion, preparing for AIG’s Alico acquisition.

Utilized Hyperion systems, performed GAAP and IFRS analysis and partnered with global teams across all countries to help build financial budget and forecast models and set up the executive reporting structure.

Defined frameworks for country managers to prepare the monthly/quarterly control metric variance reports for sales, costs, earnings and KPIs for review meetings; prepared PowerPoint presentations and audit reports for CFO /Treasury/investors; trained incoming team.

Finance Manager – MetLife Corporate Finance – Financial Control and Asset Management, (2006-2009)

Invited to join the Corporate Finance team to head executive reporting and prepare and analyze monthly/quarterly plans and forecasts of sales, revenues, expenses and earnings. Collaborate with business partners from Treasury and various MetLife functions, utilized Hyperion and provided variance analysis and KPI’s to senior managers and across different departments.

Managed interns to incorporate Asset Management data and prepare variance reports.

Strategic Planning Manager – MetLife Strategic Planning and Retirement Strategies Group, (2005-2006)

Key contributor in the MetLife - McKinsey Retirement Strategies Project to shape MetLife’s strategy.

UNIVERSITY OF PENNSYLVANIA, Philadelphia, PA 2003 – 2005

Senior Financial/Strategy Analyst

In charge of the mid and long-range plan and yearly University Budget; Created five-year financial asset management models for revenue generating programs online journal Knowledge@Wharton, the technology-enhanced learning tools - Learning Lab and Wharton Publishing.

WASATCH FUNDS, Salt Lake City, UT 1998 – 2001

Research/Equity Analyst

Analyzed new companies in the biotech and pharmaceutical industries; created detailed earnings models, reviewed SEC filings and financial reports, and communicated with company management and competitors.

EDUCATION

Masters of Business Administration, Finance – UPENN Wharton School of Business, 2003, Philadelphia, PA

Post MBA - Strategic Thinking and Management for Competitive Advantage Executive Class; Led a Biotech Project, and wrote the Business plan for the owner; organized the Asset management conference.

Bachelors of Science, International Relations - Brigham Young University, 1998, Provo, UT

Awarded full academic scholarship, Internship at ACUS. Overall GPA –3.98/4.00, magna cum laude.

Did an internship in Washington DC at the US Ukrainian and Russian Society.

Harvard Porter approved Macroeconomic Strategies for Development Certificate, 2020 – Sofia, Bulgaria

INTERESTS AND OTHER EXPERIENCE AND SKILLS

Non-profit leadership; Bulgaria Biotech Cluster Finance Project; FP&A and Strategic Planning Advisory; Fluent in English and Bulgarian, intermediate Spanish and Russian; CFA 2; marathon running; US and EU passports.

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