Fp A Financial Services

Berke Tahirgil

New York, NY 917-***-**** *********@*****.***

Executive Leadership ProfilE

Dynamic FP&A leader with proven track-record in intricate financial landscapes, strategic leadership, and successful turnarounds (e.g., AIG, Future Brands). Excels in optimizing visibility, navigating change with agility, nurturing team cohesion, and enhancing reporting with tactical modeling skills. Experiences span broad spectrum of industries: financial services, facilities management, agro, retail energy, e-commerce, distribution, cosmetics, telehealth, and gym/fitness to name some. Proven expertise in core FP&A skills, specializing in transitions, yet still holds a very nuanced understanding and practice of soft skills as she navigates stakeholders and roles,

Professional Experience

AY London, LLC – FP&A Manager/Consultant Rockland County, NY 10/2022 – Present

A holding company involved in multiple private ventures, with the highest market-share in providing home care, tutors, and education for special needs children, while expediting the process of said provision.

Developed dashboard for monthly and weekly financial and operational updates to C-Suite.

Compiled data set via Power Query; prior reporting was comprised of emails and hard-coded excel spread sheets, with inconsistencies and incomplete information. Created Power Query model, with pivot table interface which ultimately served as a working data warehouse.

Built new financial models and created KPIs based on Dragon interface, which is the teachers’ billing, payment, hours worked, and student listing portal.

Automated refreshable models in Power Query, resulting in a 25% reduction in weekly processing time.

Formulated FP&A protocols, enhancing process visibility and efficiency, leading to identification of $3.5m in previously unexpected and uncollected revenue.

Private Equity PortCo - L&R DISTRIBUTORS - SR. FP&A Analyst Brooklyn, NY 8/2021 – 9/2022

Platinum Equities asset in the distribution space. New arm of the organization, under the CFO, whose main goal would be to implement financial processes and protocol, and bring visibility to the business, in order to increase overall profitability.

Compiled MBR model and deck for monthly meetings with private equity stakeholders, knowing and adapting to an array of characters and audience.

Played key role in budget process, bringing together stakeholders and needs: created and distributed expense budget templates, compiled supporting documents and templates for payroll and staffing data, distributed departmental files and met with department heads to discuss specific methodologies for budgeting process as it related to each group.

Optimized ERP data extraction process, achieving a 93% reduction in processing time of GL data (from 1 week to 3 hours) using Power Query.

Created a refreshable P&L with Power Query, creating visibility down to the profit and EBITDA levels in real time.

Created a new, neater and cleaner financial model for 2022 to simplify the existing version, with more user-friendly interface, and efficient formulas.

Kicked off 2022 transition (90-day plan for 6 key projects) with executive team; key player in major implementations.

Spearheaded the FP&A team through organizational changes, ensuring stability and consistency during excessive leadership transitions, which contributed to maintaining a 100% team deadline efficiency rate amidst major corporate attrition and turnover.

Perch HQ (Venture Cap) / Previously Future Brands, LLC – Sr. Financial Analyst BROOKLYN, NY 3/2021 – 7/2022

E-commerce company going through hyper-growth during pandemic in need of a lead analyst to implement FP&A function during a series of transitions and remediation efforts, in preparation for company acquisition by aggregator Perch HQ.

Developed all financial models, reports and KPIs, implementing an entire FP&A function from scratch.

Built queries to automate new models where possible into Power Query and Power BI.

Compiled Deep Dives, working closely with marketing team on specific storefronts and brands in order to drill down to a more granular level on brand performance, as well as SKU performance, including tracking product launch margin metrics.

Enhanced inventory tracking system, refining accuracy by $2.5 million for a total inventory of $16.8 million, which improved management efficiency during critical transition phases.

Assisted in approval of purchase orders of products being manufactured overseas in order to keep up with demand despite the growing national supply chain issues during pandemic.

Built profitability estimates in new Amazon markets (UK, Germany, etc.).

Recognized for critical contributions, leading to a request for extended engagement post-resignation after the sale of Future Brands to Perch HQ.

ATALIAN Global Services LLC – Sr. Financial Analyst NEW York, NY 10/2019 – 8/2020

French global facilities management company breaking into North America, via the purchase of 6 US companies, which they would consequently integrate, merge, and expand market share across the United States

Assisted accounting department with monthly-close, including validation of P&Ls, and EBITDA for entities outside of the GL system (pre-integration efforts, as major restructuring left an untrained accounting staff, with large amounts of data for 3 separate entities that were not yet in the accounting system.

Maintained monthly reporting and MBR packages; reporting performance of various acquired companies (broken down as “regions” at ATALIAN USA). Deck would show profitability metrics, as well as monthly budget to actual variance analysis.

Built new financial models and creating new KPIs to bring color to this heavily margin driven business through data mining and manipulation. Assisting in creation of new methodology for visibility into the batch of data that has not yet been integrated.

Took over monthly commissions process, reducing completion time by 66%. Complaints of short or missed commission payments previously taking a significant time to respond to, dropped to 0 upon transition of responsibility.

Created a real-time refreshable P&L report via Power Query, reducing refresh time from days to minutes, assisting a weak accounting team as the go-to expert for the Comptroller to validate financial changes (w/o waiting for trial balance updates).

Aquafarm Organics, LLC – Sr. Modeling Analyst Remote 5/2016 – 9/2019

Organic hydroponic agriculture start-up in Florida needed a comprehensive and dynamic scenario driven model built, from bottom up. The number of scenarios to and build out would require a full-time analyst to assist. The role was mostly remote.

Created a dynamic revenue projection model based on several possible scenarios, dependent on 1) commodity index pricing yields on certain vegetables, 2) several business strategies on how the company would be run, and 3) the scalability of these various business models. Created all models with sensitivity and scenario adjustment capabilities.

Established a 13-Week Cash Forecast model which flowed dynamically with the projection model, and scenarios, to give instant visibility into the potential outcome of operational and financial decisions.

Implemented process for efficient updating of models once they were functioning, along with concise instructions on best use of model, and spotlight points to review in model after each update.

Created method to track sale and distribution of products, including the cost of sale by each item and customer.

Designed monthly, quarterly, and annual management decks, maintaining comprehensive process documentation for operational transparency.

Developed pro-forma EBITDA models for potential M&A activities, actively participating in strategic decision-making calls.

Private Equity PortCo - YouFit, LLC – Sr. Financial Analyst Deerfield, FL - 5/2015 – 4/2016

Parella Weinberg asset hired interim CFO to create a finance/FP&A function in this South Florida gym chain. PWP would view this role as feet on the ground in SoFla with regular weekly reports back to NY.

Created a comprehensive 13-Week Cash Forecast, updated weekly and reported to PWP, via weekly touchpoint calls.

Implemented a regular tracking of KPIs to be reported monthly to senior management through concise summaries for review: gross margins, expenses as a percent of revenue, net change in membership gains/losses, LTM and rolling 3 month leading indicators.

Spearheaded new effort with the IT function to automate generation of these KPIs onto special intranet interface for review by GMs out in the field. This would not only show key performance metrics and KPIs, but also variance to company averages as well as specific branch goals dealing with core business, as well as POS system metrics by SKU for the retail arm.

Played a pivotal role in the creation of a comprehensive 2016-2018 budget, (the first budget developed by the Company in its history).

Maintained strong relationship management between departments and stakeholders; strong acumen in “knowing one’s audience” in order to develop presentations specific to each stakeholder’s needs.

Created monthly, quarterly, annual decks for management, as well as maintaining a detailed documentation of all processes (new and old), including data flows, process/protocol instructions, and detailed explanations of how to use models.

Implemented a regular monthly reporting of Same Store Sales% analysis, to be viewed in several different ways (mirroring the main competitor’s SEC filing definition); continued to refine and add to this analysis new functions that allowed for more granular viewing.

Assisted in creating an LBO projection model to test covenant compliance by measuring leverage ratios, by month for a rolling twelve-month period

Identified weaknesses and areas of major concern in the back-office accounts payable processes which were leading to serious data integrity issues and assisted a team of consultants in putting together a report for executive management to highlight these areas of office operation that needed immediate attention.

Spearheaded an effort to bring in all stakeholders to streamline maximum use of our technology and human resources, to improve timeliness of reporting, and integrity of data being reported; this resulted ~3 days saved each week by replacing manual processes with refreshable reports.

Served as a liaison between various parties at a company that was still in its infancy in communicating between departments and stakeholders; acting as a bridge between the executive partners, accounting teams, IT, and the investment bankers in NY.

Created pro-forma EBITDA models for any potential mergers or acquisitions; took part in strategic calls relating to such potential deals.

Moody’s Investor Services – Financial Analyst New York, NY 4/2012 – 6/2014

Recruited by this leading rating agency as part of a new business planning team created to handle budgeting and corporate finance reporting and analysis for all the business lines in North America.

Provided analysis, forecasting and budgeting support for strategic planning initiatives and financial management, dealing with $900m plus in annual sales across all lines.

Synthesized large pieces of data from multiple systems, building raw information into workable formats, spotlighting trends, anomalies, concerning figures, or any other obvious or subtle numerical occurrences in the data.

Created new financial models of operating results, and monthly reports.

Prepared monthly presentations and reports for senior management, compiling analyses for all business lines, highlighting historic/current/future business performance, revealing the role market trends play.

Managed several important ad-hoc projects requested by senior management, such as a solely conceptualized 70 page analysis on portfolio management of account sales teams, and an 85 page quarterly presentation for senior management and pricing committee.

Maintained a consistent pace, energy, and mental endurance, being able to retain a level of excellence in a very fast paced and highly regarded group within this Fortune 500 company.

AIG, INC. – Financial Analyst New York, NY 6/2007 – 4/2012

This high-profile restructuring and legal entity simplification team within Fortune 500 insurance company served as the figurative Special Ops for the CFO. The purpose of this internal transformation team was to make the firm more regulator and customer-friendly, transparent, and financially efficient.

Assisted with implementation of various restructuring efforts, including mergers, separations, dissolutions, organizational ownership changes, intercompany accounting (ownership chain dividends), capital movement, commutations, system and tech changes.

Owned and managed projects of various levels, adapting quickly to multi-faceted roles requiring quantitative/qualitative skillsets.

Created financial models with excel: projections, quota share models, risk models, capital adequacy (covariance methodology measure factors such as credit risk, reserve risk, fixed income risk). Models would be submitted to regulatory and rating agencies (AMBest, etc.).

Assisted in the preparation of statutory financial statements on a quarterly and annual basis for government filings.

Established control process to track and analyze data for monthly reporting on key projects.

Actively participated in meetings, calls, and discussions with senior executives and key decision-makers throughout the restructuring process.

Discovered inefficiencies, and identified solutions to eliminate unnecessary steps, eventually obtaining approval to add to project list. This included discovering and removing a redundant and time-consuming accounting step in the GL, with multiple failed previous attempts to remediate.

Presented on an array of topics such as: legal entity financial status related to restructuring initiatives, business risk and capital adequacy risk matters relating to companies, analyzed and projected out potential legal entity performances for license requests to state regulatory agencies.

Tracked and analyzed expenses for departments, by creating a uniform template, streamlined aggregation and variance analysis process.

Played key role during pivotal years in company history, completing projects which ultimately prepared the company for a smooth transition and process during the bailout. These projects made it possible for AIG to pay back the taxpayer within 5 years of the initial $182b loan.

Education and Certifications

Bachelor of Economics – Columbia University

New York, NY

May 2002- May 2004 (Completed 4-year program in 2 years while working full-time)

Computer/Software

●Microsoft Office (Word, Excel, PowerPoint, Outlook)

●Hyperion/Smartview/Essbase, SAP, Dynamics/Great Plains, SQL

●Cognos, Saas plug-ins

●Power Query/Power BI

●Claude & ChatGPT

Activities/Skills

Money Account Reports (MAR) Hedge – Fall 2002/ Spring 2003

●Researched, tracked, and compiled hedge fund database.

●Wrote article for March 2003 issue discussing the increase in hedge fund investment among university endowment boards (available upon request).

Akin Bay, LLC – Summer 2006

●Summer intern for boutique M&A shop.

Institute for Social & Economic Research & Policy - Spring/Summer 2003

Project Manager for Nobel laureate Joseph Stiglitz’ Ford Foundation funded Emerging Market Economics conference in Antiqua, Guatemala.

National Women’s World Cup Soccer Team (Turkey) Spring 2001

●Accepted on professional soccer team, as a goalkeeper.

NYSMA – Fully decorated and accredited oboe player -

●Trained by conservatory level teachers and completed accreditation with top scores, and accolades.

Languages

●Fluent Turkish

●Some French

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