Diana Gurevich

**** **** *****, *********, ** ***20 646-***-**** adu4wf@r.postjobfree.com

SUMMARY

Finance Executive with over 15 years of experience in financial planning, system implementation, data- driven strategic analysis, and building financial infrastructure in both Corporate and Non-Profit Sectors. Skilled in Process Improvement, Financial Modeling and Analysis, Budgeting, Operations and Project Management, Sustainable Finance, Energy, Fixed Income, Equities, Grant Management, and Sales. EMPA in Management and Innovation and Sustainability. EXPERIENCE

DIRECTOR COLUMBIA UNIVERSITY 10/2014-PRESENT

· Managed $70-$95mm budgets, responsibilities include long-term and short-term planning and analysis, fiscal year budgets, monthly reporting for all departments (1,000 reports monthly), quarterly variance analysis, close processes.

· Created ACCESS database based on PeopleSoft data export that allows to re-create hundreds of ARC reports within minutes.

· Leased with IT to automate data collection and processing of payments to students.

· Advise and train staff, create ad-hoc reports, such as trend analysis, profitability analysis for education programs

· Introduced financial models that reduced preparation time of P&L by two weeks; created financial reports for heads of the divisions that improved data transparency and simplified expense management

ASSISTANT VICE PRESIDENT BROKERAGE CITIGROUP 10/2009-08/ 2011

· Provided analytics and brokerage fees calculations for the system designed to identify detailed trading nuances that impact execution profitability.

· Collaborated with IT, Finance and Sales and trading to test implemented systems.

· Performed financial analysis to promote trade execution efficiency and expense reduction across globally traded Fixed Income, Commodities and Equity products.

· Created financial models that resulted in more than $3mm annual savings in Commodities and Equity- related trading expenses.

VICE PRESIDENT ENERGY GROUP BEAR STEARNS / J.P. MORGAN 4/ 2007-5/ 2008

· Recruited to deliver critical financial analysis, reporting and commentary to senior management, including CEO.

· Managed Bear Energy Oil, Gas and Power $68mm budget, and developed strategic data-driven plans

· Streamlined budgeting and forecasting through upgraded financial modeling and rigorous analysis, resulting in shorter, more accurate processes.

· Led day-to-day operations of NYC office team (nine direct reports), trained colleagues in Houston office through on-site presence and remote conferencing

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· Conducted extensive monthly and quarterly expense analysis and research based on Balance Sheet and Income Statement, researched discrepancies and resolved issues.

· Re-engineered numerous reports, eliminating hours of manual processes daily SENIOR MANAGEMENT ANALYST EQUITIES LEHMAN BROTHERS 05/2006-4/ 2007

· Valued frequent presenter to Global Head of Equities, the Head of Portfolio Sales, traders, account managers, and research professionals to identify new growth opportunities for Cash, Soft Dollar, and Derivative products

· Collaborated with IT to add features into trading systems

· Conducted thorough research and financial analysis to create presentations and models critical to driving revenues with top 35 LEH’s Equity accounts

· Active participant in highly effective initiative designed to maximize efficient usage of resources; established vital benchmarks to correlate resource usage with revenues generated TWO YEAR CFO FINANCE ANALYST PROGRAM LEHMAN BROTHERS 05/ 2004-05/ 2006 ROTATION: LEGAL ENTITY CONTROL ANALYST

· Prepared daily P&L for LB Derivative Products and LB Financial Products AAA legal entities

· Re-engineered weekly market data verification process, slashing from 3 days process to 10-minute routine and improving data integrity

EDUCATION

EXECUTIVE MPA FEBRUARY 2022 COLUMBIA UNIVERSITY

· Dual Concentration:

o Environmental Policy and Sustainability Management o Management and Innovation

BBA 2004 BERNARD BARUCH COLLEGE (CUNY)

· Major: Finance and Investments, Cum Laude with Major G.P.A. of 3.9; Dean’s List ‘03 CONTINUING EDUCATION

· Studio Photography 2009-2010 School of Visual Arts

· Corporate Taxation 2009 New York University

SKILLS

COMPUTER SKILLS: MS Office, ARC/PAC, PeopleSoft, Essbase, Summit, Concur, GQuest, Rumba, MRS, Ariba, FinPro, DBS, Delta1, GFS, SQL, ACT, Photoshop LANGUAGES: Russian and Latvian

OTHER: Member of Professional Photographers of America, www.diana-photo.com

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