NOEL WYATT

Darien, CT *****

adznod@r.postjobfree.com

646-***-****

PROFESSIONAL EXPERIENCE

Dorilton Capital 2021-Present

Head of Financial Planning and Analysis (FP&A)

• Lead and manage a team of ten accounting professionals with my direct report into the CFO

• Lead multi-year year strategic planning, including partnering with senior management to evaluate strategic choices and set the strategic vision that maximizes value creation

• Translate strategy into an operating plan and budget by establishing goals, objectives, key results, KPIs and three statement financials

• Held management reporting reviews with the CFO, COO, and all internal department heads

• Successfully transitioned planning and reporting processes from Excel to Workday Adaptive Planning, driving process efficiency

• Provide FP&A advisory services to the Dorilton Capital invested portfolio companies o Portfolio companies include Williams Racing, Traditions Health and Island Abbey Foods o Key stakeholder in supporting Workday Adaptive implementations at Traditions Health and Williams Racing

• Established a framework for attributing cost to value, developed project investment cases and led the implementation of a group time tracking system

Bridgewater Associates / Genpact 2014-2021

Manager, Financial Planning and Analysis (’14-’19)

• Lead role in the annual budgeting and monthly forecasting processes that spans 14 departments; working with the CEOs and CFO to set and communicate guidance as well as present finalized plans to the Board of Directors

• On project team to design and implement a planning and forecasting tool (Tidemark)

• Department CFO for Corporate and Board of Directors Departments. Included working with the business to develop budgets/forecasts, and monitor expenses against targets

Genpact, AVP – Outsourced Bridgewater Account (’19-’21)

• Managed team of six in providing FP&A budgeting, forecasting, reporting and transformation services to Bridgewater Associates

• Provided reporting and analysis to key Bridgewater stakeholders, including the CFO, CEO and the Board of Directors

• Successfully transitioned budgeting and forecasting processes from Excel/Tidemark to Workday Adaptive Planning, enabling budgets to be developed on a central platform. Automation efforts saved ~80 hours of report production time per month Morgan Stanley 2004-2014

Vice President

• Operations and Technology Global COO Team – Led strategic business planning across the division

• Financial Control Group, Institutional Securities (ISG) – Managed a team of six in providing reporting and analysis, led the division- wide budget process and presented results regularly to senior management

• Financial Control Group, European Equity Mgmt Reporting - Presentation of monthly reports, ad-hoc analysis for senior management, co-ordination and reporting of budgets, forecasts and three year plans Inchcape Plc 1999-2004

Management Accountant, Group Finance, London

EDUCATION/DESIGNATION

University of the West of England, Bristol, United Kingdom Bachelor of Arts Honors Economics (2:1)

CERTIFICATION & SKILLS

• Qualified Chartered Management Accountant (CIMA), 2003

• Software: Workday, Workday Adaptive Planning, D365 accounting, projects and time tracking, Tidemark, Hyperion Financial Management, Clarity, Qlikview, Think-cell, Macabacus, MS Office Suite,

• Other: Green Belt (Six Sigma) Trained and Tested, 2020

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