Adrienne Sam Email & Phone Number

California, United States

Oakland, California, United States

OVERVIEW: Operate as financial lead for client cases with $30M+ of annual sales revenue. Oversee process management functions impacting monthly general ledger closing and the creation of monthly financial statements.SELECT HIGHLIGHTS: -Analyze financial data to identify development opportunities and areas of opportunity, preparing financial statements, business activity reports, and financial position forecasts reports required by regulatory reporting agencies. -Present to senior stakeholders in monthly financial meetings, communicating complex financial data to technical and non-technical decision-makers, helping to develop forward-based strategies.-Assist in revenue flow projections and oversee the completion of lifecycle projects. -Build robust revenue projection tools based on trip projections from marketing.-Supported PPP loan forgiveness documentation and applicable expense calculations for SBA.-Collaborated with CPAs to gather and organize required documents in support of the creation of Reviewed year-end financial statements and year-end tax documents.-Leveraged expert knowledge in Excel to develop in-house and client tools supporting project management, workflow management, and organization-Created budget data entry tool that aggregated 350 regional budget sheets into a single data entry worksheet.-Managed new hire training and development for incoming interns and analysts.

Napa, Ca

OVERVIEW: Oversaw the winemaking journey for over 140 private and commercial client accounts. SELECT HIGHLIGHTS: -Established internal KPIs for each client and milestones for individual account winemaking processes, leveraging custom Excel reports to monitor and track progress.-Managed label design workflow for 250+ labels annually, coordinating monthly print runs (digital and custom print, silk-screening, and etching).-Tracked client packaging upgrades and worked with Accounting to ensure accurate and timely invoicing.-Managed all aspects of the bottling schedule, engaging cross-functionally with diverse stakeholders.-Trained bottling staff on business intelligence software, including the creation of bi-lingual training documentation.-Created Excel reports with custom macros to track inventory and forecast needs.

Sf Bay Area

OVERVIEW: Designed and produced software/technical training eLearning videos, gaining subject matter expertise in the full lifecycle of eLearning content production, from defining learning objectives, storyboarding, and voiceover script writing, to video recording and editing.SELECT HIGHLIGHTS:-Managed voiceover actors and synchronized eLearning content with audio files.

New York, Ny And Sf Bay Area

OVERVIEW: Oversaw a global team of Excel specialists supporting and training Investment Banking, Global Capital Markets, and Investment Management end users in Microsoft Excel. Conducted needs assessments to identify gaps to improve modeling efficiency and overall production. Designed engaging courses using blended learning techniques. SELECT HIGHLIGHTS:-Designed learning content for a QRCs and Tips library, including distribution schedule management. -Developed tools in VBA to remove corruption, increase workbook efficiency, and performance, and create reports on calculation flows to map circularities. -Debugged user-written code to solve code errors, explain functionality, and provide guidelines for editing. -Leveraged expert-level knowledge of Excel to assist end users in writing complex formulas using advanced Excel (Pivot tables, data tables, solver, etc.). Investigated source(s) of formula errors and provided resolutions. -Collaborated with an external vendor to develop and globally distribute a user remediation tool to prevent and clean out corruption in files.

New York, Ny

OVERVIEW: Trained 1K+ analysts, associates, and support personnel on proprietary technology during the onboarding process. Taught in-person and virtual training sessions, with class sizes of 1 to 300+.SELECT HIGHLIGHTS:-Leveraged needs assessments to identify ongoing training requirements and developed a blended learning strategy, content, and training for multiple proprietary and third-party applications.-Spearheaded the creation and delivery of training strategy, curriculum, content, and marketing before global upgrade initiatives, including Microsoft Office upgrade and a primary, proprietary desktop publishing software. -Trained the global training team and served as a key point of contact for user escalation during global rollout.-Partnered cross-functionally with global trainers to develop documentation to support new software releases for end users and helpdesk agents—Quick Reference Cards, FAQs, SharePoint sites, Wikis, scripts.-Managed all aspects of training coordination for the team including scheduling, enrollment, maintaining the calendar, and communication strategy.-Collaborated with IT service and support to monitor rollouts of new or upgraded software and training.

New York, Ny

OVERVIEW: Supported Investment Banking Division in the creation and editing of Word, and PowerPoint-based documents under tight deadlines. Built complex organizational visuals and Excel charts. Created and redrew logos and designed graphics using CorelDraw and Illustrator. Trained incoming operators in proprietary and non-proprietary desktop software, look and feel, and branding.Companies:Perella WeinbergLazard FreresCredit SuisseGoldman SachsBear StearnsAKRF Merrill Lynch

Musical Performer, acting, singing and dancing, in various professional productions in the US and Europe. Productions include:Broadway National Tour of Miss Saigon, The Engineer Co. - Cameron Mackintosh, ProducerRole of Gigi Van TranhEllen UnderstudyThe King & I, Paper Mill PlayhouseEnsembleAngel Understudy42nd Street - European Tour - Wolfgang Bocksch, ProducerEnsemble