claudiajl

7/23/2024
New York City, NY

Position Desired

Finance, Management
New York City, NY
Yes

Resume

EXPERIENCE
Management Consultant Associate / PwC, NY 06/2021 – Present
Key Responsibility: Delivered documentation of Financial Planning & Analysis procedures for Big Four tech company to offload non-strategic work from Financial Analysts to offshore resources in high visibility role leading to increased stakeholder buy-in of $30m account
• Trained offshore resources in FP&A procedures and supported their onboarding process
• Documented procedures such as monthly forecasting, spend management and close support, FvA analysis, allocations, annual planning, Purchase Requisition validation, WBS code creation and support, and budget
transfers based on Knowledge Transfer sessions with Analysts
• Led Knowledge Transfer sessions with Analysts and Managers across multiple business units
• Took over FP&A procedures from Analysts while training offshore resources
• Managed multiple offshore resources in the creation of FP&A documentation as Delivery Lead
Key Responsibility: Delivered technology and process solutions for insurance clients
• Managed billing and invoicing for $1.2m/month, 110+ person international engagement
• Assisted Sales & Marketing team with initiatives to build internal insurance technology practice
• Created draft budgets for Partners to maximize margins for client work proposals
• Organized client Tech Architecture conference for 45 attendees
• Planned and led town hall series for global practice of over 200 people
• Managed and triaged defects with code developers for root cause analysis and remediation
• Created a Tableau dashboard to track over 300 defects in Callidus code
• Wrote for the Women in Insurance quarterly newsletters
Television Development Intern/ Argonon Media, London, U.K. 10/2018 - 12/2018
• Researched subject matter and video clips for potential television shows
• Pitched nearly 50 show ideas over...

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