Fp A Financial Planning

EYAL BARNEA, CFA

*******@*****.*** 914-***-**** https://www.linkedin.com/in/barnea-eyal/

HEAD OF FINANCIAL PLANNING & ANALYSIS

Balance Growth & Profitability in Constantly Changing Environments Dynamic and strategic finance executive with demonstrated success enabling high-operating-leverage companies throughout corporate lifecycle to proactively adjust plans to hit targets. Perform complex analysis, with investor mindset, intellectual curiosity, and strong background in financial services, empowering leadership to make sound decisions to achieve business and operational as well as financial goals.

Collegial and calm with robust interpersonal, leadership, and analytical skills. Lead through influence, building trust, setting goals, and mentoring. Collaborate closely with internal analytics organizations to produce relevant analyses by asking the right questions, enabling better resource prioritization through identifying the right problem to solve. FP&A Operational Analysis Corporate Reporting Financial Modeling Budget Management PROFESSIONAL EXPERIENCE

Dabby Investments, LLC, Fort Lee, NJ 2023 – Present Chief Investment Officer

CIO for a real estate investment organization, responsible for analyzing investment opportunities and investment memos used in fund- raising capital

Identified an opportunity to convert an office building to residential.

Along with CEO, participated in negotiations to obtain the underlying senior and mezzanine loans at discounts to face value.

Generated ideas to optimize asset management during the transition to residential.

Participated in planning the ultimate residential property and in generating the strategy to obtain necessary permits. GARTNER, INC., Stamford, CT 2017 – 2023

Vice President, FP&A, Gartner Digital Markets (GDM) Finance lead for Gartner Digital Markets, a high-growth business unit of parent company with $5B revenue, $30B market cap. Act as business unit CFO and integral member of leadership team. Active participant in strategic and operational discussions as revenue more than tripled. Promoted from Senior Director in 2020.

Identified opportunity and implemented initiative for capitalizing technology investment, enhancing business unit contribution

(EBITDA) $10M+ annually.

Performed analysis of sales function’s contribution to business performance, leading to re-framing of function management through new KPIs, directly contributing to speed of COVID slow-down recovery.

Led GDM budgeting efforts through substantial growth, delivering corporate-required targeted revenue and business unit contribution.

Generated monthly presentation, including financial and operational metrics, used by BU head to communicate performance to parent company leadership.

Tracked and fine-tuned spend throughout year, resulting in hitting target business unit contribution.

Liaised between GDM and Finance hierarchy, improving target-setting process.

Coordinated with Finance shared services, including accounting and tax functions, enabling correction of managerial accounting inaccuracies created by round-trip currency translation.

Led high functioning teams across geographies, time zones, nationalities, and cultures. PAYFONE, INC., New York, NY 2015 – 2017

Finance Director

Direct report to CFO of mobile security company providing analytical support and process enhancement through Company’s fund-raising effort; yielded $23.5M series E funding round.

Created revenue recognition process to manage hundreds of millions of monthly micro-transactions.

Analyzed the impact on the company of different proposed funding structures.

Enhanced and created budgeting and accounting processes that improved the accuracy and timeliness of KPI reporting. Created and maintained 5-year, 3-statement financial model, from which valuation framework was derived. EYAL BARNEA linkedin.com/in/eyal-barnea-b89a684 PAGE 2 OF 2 TMP WORLDWIDE ADVERTISING & COMMUNICATIONS, LLC, New York, NY 2009 – 2015 Finance Manager

Worked with Corporate CFO to restructure Financial Planning & Analysis department of world’s largest independent recruitment advertising agency with $300M+ in billings.

Identified cost savings opportunities deriving from operational inefficiencies with potential to increase EBITDA by ~3%.

Designed and implemented month- and quarter-end reporting, enabling managerial and PE parent performance tracking.

Contributed to design and implementation of KPI reporting, enabling management of a newly launched SaaS product as business expanded into new monetization model, requiring new and different metrics.

Managed design and implementation of flash reporting enhancements, enabling intra-month responsiveness.

Drove annual budgeting process, substantially simplifying and reducing duration and cost over several annual cycles.

Designed and implemented rolling forecasting process. KAUFMAN BROS, LP, New York, NY 2007 – 2008

Associate

Provided corporate finance and investment banking services to clients and interacted with stakeholders as part of the firm’s marketing efforts. Industries covered included technology, media and telecommunications; financial services; and alternative energy. Lead Associate on NetScout’s $200M+ acquisition of Network General.

Assisted NetScout with modeling and due diligence; advised during negotiations and integration planning; provided post-close analysis exploring financing alternatives.

Originated M&A concepts, contacting potential clients regarding implementation, part of M&A services sales efforts.

Developed offering materials and initiated contact with investors on behalf of companies seeking funding. HELLMOLD & CO., LLC, New York, NY and Teaneck, NJ 2004 – 2007 Associate

Delivered corporate finance and investment banking services to clients of a boutique investment bank. Identified potential acquisition targets and performed due diligence. Provided advice with regard to implementation of acquisition strategy.

Prepared offering memoranda, identified potential acquirers, generated initial interest, and participated in negotiations.

Performed analyses in support of investment decisions for an independent hedge fund; focus areas included industrials and E&P companies.

Supported senior banker during expert testimony in high profile cases through review and annotation of deposition transcripts. ADDITIONAL EXPERIENCE

APPRAISAL ECONOMICS INC., Hackensack, NJ, Senior Consultant DIAMONDBACK INTERNATIONAL, INC., Dallas, TX, Finance Manager FLORIDA NORTH SHORE TECHNOLOGY CENTERS, Tallahassee, FL, Executive Director EDUCATION & CERTIFICATION

Master of Business Administration (MBA), Finance, Florida State University, Tallahassee, FL Bachelor of Arts (BA), Double Major: Mathematics and Physics, State University of New York at Stony Brook, Stony Brook, NY, cum laude, Phi Beta Kappa Chartered Financial Analyst (CFA)

Series 7 and 63 securities licenses (lapsed)

PATENT

Inventor / Owner US Patent 5974604

LANGUAGES

Bilingual English / Hebrew

Contact this candidate