Strategic Planning Financial

Aimee Federman

New York, NY ***** **************@*****.***

1-917-***-**** www.linkedin.com/in/aimee-federman

Accomplished, focused and energetic financial and business executive with a history of success and a unique breadth and depth of experience coupled with a passion for innovation and growth. Key skills include:

Leadership and Management - Presentations - Financial Analysis - Strategic Planning - Due Diligence

Decision Support – Accounting - Mergers and Acquisitions (M&A)

Experience

Ten35, New York, NY 2022-Present

CFO / COO

Develop and execute financial strategy, aligning with business goals and objectives. Provide financial leadership and guidance, advising on decisions that impact the financial trajectory through data-driven insights.

Directs financial planning & analysis, financial operations, information technology, and human resources.

Deliver executive and investor reporting, presentations, and messaging providing strategic insights. Lead monthly financial reporting and budgeting/forecasting. Perform financial modeling and analysis with actionable narratives.

Identify opportunities for cost savings and resource allocation. Designed KPI dashboards to track profitability drivers. Built multiyear financial models. Maximize pricing and customer retention. Monitor client level profitability.

Led business transformation and improved cash flow by 30%, strengthening the company’s financial stability.

Increased revenue by 20% through the standardization of fee schedules and negotiated 10% revenue increases.

Formed and maintain relationships with external stakeholders, including board of directors, investors, and financial institutions to support growth and operational needs.

CFA, New York, NY 2020-2021

Senior Director

Partner with leadership on strategy, financial planning, accounting, heavy modeling, analytics, and scenarios.

Built out strong practices around FP&A and accounting, including monthly performance decks comparing performance versus budget/forecast/target, financial projections, models and company presentations.

Capture and utilize timely and accurate data to make better decisions. ESG Acquisition Financial Lead.

Build, lead and mentor an agile, high-performing team that provides exceptional analysis, reporting and support.

Wolters Kluwer, New York, NY 2012 - 2019

BU CFO

Served as financial business partner with an emphasis on strategy that drives financial results.

Produced monthly global financial results (flash) highlighting critical company operating and financial data.

Developed and led monthly financial close, annual budget and quarterly estimates. Produced and presented executive monthly reporting/presentations including strategic measurement and business health.

Developed and maintained relationships with potential M&A targets. Due diligence work to understand business rational, financials, trends, retention rates, competitors, product mix, synergies, integration costs, etc. Participant in developing valuation. Led integration. Ran business development meetings to help achieve deal book.

Optimized business performance by analyzing financials and operations, with a focus on organizational growth and development, and delivery of strategy. Reviewed, challenged and packaged business investment cases.

Collaborated on new business models, customer markets/segments and pricing strategies; business cases and strategic plans to deliver planned results. Worked closely with Sales & Marketing to drive customer revenue level.

Managed offshore analytics / decision support that drove revenue and decisions. Develop and monitor KPI’s and other relevant measures. Signed off on price increases, commission plans and territory assignments.

Maintained three-year business development plan. Reviewed competitor activity and market opportunity. Helped grow affiliate and partner channel by modeling different product offerings and revenue share.

Aimee Federman **************@*****.*** Page Two

Credit Suisse, New York, NY 2010 - 2012

COO (senior contract role), Investment Banking, Fixed Income, Information Technology Group

Served as the Product Line Finance / Operations head.

Owned and defended Budget/Forecasts. Coordinated changes to baseline budget and tracked resource roll on/roll offs. Modeled savings from shifting to low-cost regions/countries. Developed tracking of software and consulting to help identify committed expenses. Actively pursued savings and Total Cost Ownership (TCO) across different systems. Heavy corporate reporting with tight deadlines.

Monitored project costs and deadlines. Utilized PPM for project allocation to match funding. Strategized

on resources versus funding.

Ensured technology business/financial allocations were reflected accurately. Gained buy in for allocated.

costs. Produced risk and compliance reporting.

Understood project plans/life cycles to establish capitalization. Developed a financial model to assist with cost expense type and business case.

Screenvision, New York, NY 2008 - 2010

Director, Financial Planning and Analysis

Position created to upgrade the financial reporting, business planning/analysis for this leader in cinema advertising.

Managed overall budget and five-year forecast preparation and presentation for revenue of $200 million including preparation of shareholder financials. Developed all reporting.

Factored into all forecasts economic and client behavior to help forecast correctly. Reviewed metrics to determine if staffing and other costs are in line with financial results and business volume.

Functioned as an internal consultant to improve bottom line results. Monthly department head meetings.

Identified vendor savings from re-negotiating contracts. Created Capital Budgeting model.

Helped sales with pricing of new contracts to insure profitability. Monitored new sales activity and commission plan to drive revenue. Performed post implementation audits of new programs.

Led, mentored, and partnered with staff and other employees to deliver results.

Moody’s Investors Service, New York, NY 2002 - 2007

Assistant Vice President, Financial Planning and Analysis

Director, Financial Planning and Analysis

Managed the modeling of various strategic business planning initiatives for this $2.5 billion global organization.

Collaborated with, assisted and supported companywide initiatives by developing and implanting positive relationships with President, Chief Executive Officer, Chief Financial Officer and others. Heavily involved in shareholder letter, 10-Q and 10-K including heavy contribution with Management Discussion and Analysis (MD&A). Created board of directors’ presentations including strategy memos and strategic reporting. Led internal economic meetings where corporate economists provided insight into the outlook.

Owned a 5-year financial P&L and cash flow model used for different financial views and eps impact. Responsible for global tax cash flow modeling (country by country) to help improve the consolidated tax rate. Approved quarterly international operating cash requests (netting) by country considering repatriation implications.

Partnered with department heads on operating results. Provided recommendations on cost reductions, profit improvements, controls and processes.

Standardized cost benefit analyses for real estate, systems, pricing and other strategic initiatives.

Created and prepared monthly operating review presentation and accompanying notes.

Demonstrated initiative and creativity.

Aimee Federman **************@*****.*** Page Three

Additional Relevant Experience

Director of Business Planning and Analysis / Operations, Jupiter Media Metrix, New York, NY

Manager, Financial Planning and Analysis, Thomson Reuters Tax & Accounting, New York, NY

Director, Manager, Emblemhealth (Group Health Incorporated), New York, NY

Education

Master of Business Administration (MBA), Finance and Investments, Baruch College / CUNY, New York, NY

Bachelor of Arts (BA), Economics, Mathematics Minor, Long Island University, CW Post Campus, Brookville, NY

Passed: 100 and 110, Actuarial Society

Technology Portfolio

Excel, Word, PowerPoint, WordPerfect, AmiPro, Q&A, D-Base, PeopleSoft, Hyperion, and Essbase

Other/ Leadership

Consultant for Krewsader – a digital music marketing startup

Member: NY Tech Alliance

Volunteer: Meals on Wheels

Volunteer Project Manager: MBA’s4NYC, an organization that provides free businesses advice.

Guest Speaker: “The Medstat Group” Client Conference, Topic: Business Reengineering Using Data

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