Fp A Real Estate

VANYA KALAIDJIEVA

Salt Lake City, UT 267-***-**** *****.*****@*****.*** https://www.linkedin.com/in/vkalaidjieva/

FINANCIAL PLANNING AND ANALYSIS (FPA), CORPORATE FINANCE, STRATEGIC PLANNING, M&A AND COMMERCIAL REAL ESTATE PM PROFESSIONAL

15+ years of progressive responsibility Executing extensive global FP&A, Strategic Planning, Executive Reporting Managing global transformational finance and M&A projects Cross-functional engagements Advising senior leaders Coaching team members Commercial Real Estate business development and analysis

Executive Reporting, Project Management

Smart sheet, Advanced Excel, Coaching

FP&A, М&А, Due Diligence, Real Estate

Adaptive, Hyperion, QuickBooks, EVMS

Reporting, cross functional collaboration

Forecasting, Budgeting, gain/loss, GAAP, SEC

ADVISORY CONSULTING PROJECTS THROUGH ORGANIZATION TRANSFORMATION:

FINANCE MANAGER CONSULTING/CONTRACT/INTERIM PROJECTS

Morgan Stanley – Tax Operations -Wealth Management Gains and Loss 3/2025 – 7/2025

Leaf Home –Sales and Marketing 11/2024 – 3/2025

Modere – Contract Accounting Consolidation, GAAP, SEC, project leadership 9/2024 – 11/2024

501K-Acquisition Consultant, project leadership, business development, modeling 7/2023 – 9/2024

Enlite Home- Contact Accounting Manager – Consolidations, Strategic loan servicing 3/2023 – 7/2023

Revibe Men’s Health - Strategy finance for the clinics, Strategic Loan Servicing 10/2022 – 3/2023

Amazon – Operations Consultant, project leadership, cross functional collaboration 2/2022 – 10/2022

Power to Fly –Strategic Finance Consultant Remote 11/2021 – 2/2022

Responsible for the budget, forecasting and he KPI's.

ONE HEART BULGARIA, Sofia, Bulgaria

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

Developed new client relationships; engaged, created, oversaw, reviewed, and adhered to the operational budgets each month; organized a successful fundraising campaign; won corporate funds for the NGO

CONCENTRIX, FPA Consultant - Sofia, Bulgaria 10/2018 – 04/2019 Developed and maintained FP&A variance expense models and the strategic loan servicing

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

Senior Manager

Managed change management projects with different Government/non-government clients.

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 and smartsheets 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 cross functionally with Treasury to lead transformational strategic programs; used smart sheets, achieved consistent risk reporting.

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 project team located in Virginia to produce monthly FP&A NS gain/loss forecasts and variance 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 M&A/Diligence during the Hyperion and change management integration of Jabil’s AMS; analyzed the FX hedging software marketplace; saved iQor $300K. Implemented new 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.

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, IFRS and cost management analysis and partnered with global teams 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; worked as part of the due diligence 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, real estate models, revenues, expenses and earnings, gain/loss analysis. Collaborate with business partners from Treasury and various MetLife functions.

Managed interns to incorporate Asset Management data and prepare variance and gain/loss 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 long-range plan and yearly University Budget; Created five-year financial asset management models for revenue generating programs and cost managemet, online journal Knowledge@Wharton, the technology-enhanced learning tools - Learning Lab and Wharton Publishing. Analyzed and created buy versus lease and Real estate models.

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

MBA Finance – UPENN Wharton School of Business, 2003, Philadelphia, PA

Post MBA - Strategic Thinking and Management for Competitive Advantage Executive Class.

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 Committee.

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

INTERESTS AND OTHER EXPERIENCE AND SKILLS

Commercial and Residential Real Estate Consultant, Health and Wellness Coach, Non-profit leadership; Bulgaria Biotech Cluster, intermediate Spanish and Russian; CFA 2; marathon running; US and EU passports.

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