Adam D. Email and Phone Number
Finance professional with extensive experience driving strategic initiatives and leading transformative projects in finance strategy, consulting, and technology implementation. With a strong background in investment banking and management consulting, I have successfully led engagements for prominent clients across various industries, including private equity, banking, capital markets, life sciences, and technology. Leveraging expertise in financial modeling, FP&A, and operating model optimization, ERP implementations, and technology roadmaps, I have played a pivotal role in enhancing organizational performance and fostering growth. As an expert in deal strategy within consulting, I have crafted comprehensive statements of work (SOW), negotiated complex agreements, and drove successful deal execution from market analysis to final contract closure. Skilled in cross-functional collaboration, project management, and leadership, I have consistently delivered innovative solutions and exceeded client expectations. With a commitment to continuous learning and development, I am currently pursuing an MBA with a CPA track, further expanding my skill set to drive business excellence and value creation in dynamic environments.
Chelsea Creek Consulting
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Chelsea Creek ConsultingBoston, Massachusetts, United States
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Strategy Consulting ManagerDeloitte 2022 - PresentWorldwide, Oo• High-Impact Transformations: Led client initiatives across private equity, banking, capital markets, and life sciences, driving operational efficiency and enhancing financial performance.• Deal Strategy: Crafted comprehensive statements of work (SOW) and negotiated complex agreements, ensuring successful deal execution from market analysis to contract closure.• Technology Roadmaps and ERP Implementations: Leveraged deep expertise in ERP planning and technology implementation to optimize operating models and align financial strategies with corporate objectives.• Innovative Solutions Delivery: Delivered innovative financial models, FP&A support, and tailored technology solutions that drove growth and value creation.• Business Cases: Formulating and conducting thorough investment analyses, focusing on capital investments and mergers & acquisitions to drive strategic growth and maximize value for clients. -
Finance Strategy Advisory Consulting ManagerPwc 2021 - 2022Gb• Strategic Client Leadership: Led finance transformation engagements, leveraging a strong background in investment banking to support clients’ strategic decision-making processes.• ERP and Financial Transformations: Led the implementation of ERP solutions and financial reporting transformations, streamlining processes and enhancing financial transparency for clients.• Deal Strategy and SOW Development: Expert deal strategy by developing business cases, conducting investment analysis, and crafting detailed SOWs, resulting in successful project outcomes.• Cross-Functional Collaboration: Collaborated with cross-functional teams to optimize financial planning processes and drive long-term business growth for clients across various industries. -
Senior Financial Technology ArchitectLiberty Mutual Insurance 2020 - 2021Boston, Ma, Us• Technology Finance Leadership: Managed the financial architecture for technology initiatives, including budgeting, forecasting, and cloud financials, aligning technology investments with corporate goals.• SAP ERP Implementation and AWS Migration: Led the successful cross-functional implementation of SAP ERP and migration to AWS cloud, enhancing operational efficiency and financial management.• Financial Modeling and TBM Advancement: Developed sophisticated financial models and advanced Technology Business Management (TBM) principles, improving financial transparency and governance.• Strategic Roadmaps and Compliance: Delivered strategic roadmaps and ensured legal and tax compliance within a global service delivery framework, contributing to business excellence. -
Strategy Management ConsultantAccenture 2018 - 2020Dublin 2, Ie• Financial Reporting Transformation: Led large-scale financial reporting transformations, leveraging expertise in investment banking and consulting to support IPO processes and enhance reporting capabilities.• Operating Model Optimization: Played a key role in optimizing operating models, financial reporting, and FP&A processes, driving efficiency and supporting clients’ growth strategies.• Deal Strategy and Business Case Development: Developed compelling business cases and strategic roadmaps for capital investments and mergers & acquisitions, ensuring successful deal execution.• Project Management and Leadership: Managed complex projects and led cross-functional teams, delivering innovative solutions and exceeding client expectations in dynamic environments. -
Private Equity & Alternative Investment Senior AnalystState Street 2015 - 2017Boston, Massachusetts, Us• Private Equity Finance Leadership: Managed financial operations for direct investment and debt private equity funds, ensuring accurate reporting and analysis of portfolio performance.• Sales and Closings Analysis: Conducted in-depth analysis of sales and closings for investment portfolios, providing insights that guided strategic investment decisions. -
SergeantMa Army National Guard 2009 - 2017Hanscom Afb, Ma, Us• Leadership and Strategic Planning: Leadership and strategic planning skills in both active and reserve duty.• Campaign Service Recognition: Awarded a Campaign Medal for exemplary service, reflecting dedication and commitment to national security and defense. -
Hedge Fund Valuation Senior AnalystBny Mellon 2013 - 2015New York, Ny, Us• Hedge Fund Valuation: Managed the daily accounting and valuation of hedge fund portfolios, ensuring accurate financial reporting and compliance with industry standards.• Predictive Analytics for Investment Sales: Developed forecasting models to support pre-client fund sales, enabling more effective marketing and sales strategies for investment products. -
Fund Accounting AssociateState Street 2010 - 2013Boston, Massachusetts, Us• Trade Processing and Financial Reporting: Efficiently processed trades, booking receipts, and disbursements while preparing both standard and ad-hoc financial reports for internal and external stakeholders.• Account Reconciliation: Ensured accuracy in portfolio management by conducting meticulous reconciliations and addressing discrepancies in account balances.
Adam D. Skills
Adam D. Education Details
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University Of Massachusetts Amherst -
Southern New Hampshire UniversityAccounting
Frequently Asked Questions about Adam D.
What company does Adam D. work for?
Adam D. works for Chelsea Creek Consulting
What is Adam D.'s role at the current company?
Adam D.'s current role is Strategy Consulting Manager @ Deloitte | Financial Services | Business Strategy | Deal Strategy | Business Transformation | System Integrator | Veteran.
What schools did Adam D. attend?
Adam D. attended University Of Massachusetts Amherst, Southern New Hampshire University.
What skills is Adam D. known for?
Adam D. has skills like Information Technology, Oracle E Business Suite, Peoplesoft, Salesforce.com, Generally Accepted Accounting Principles, Sap Products, Sales, Microsoft Powerpoint, Software As A Service, Financial Modeling, Bloomberg, Netsuite.
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