Ben Anderson Email & Phone Number

Dallas, Texas, US

San Francisco, California, US

• Lead the financial and operational support for Social Impact funds totaling over $18B in Assets Under Management (AUM). Execute investment transaction closures, co-investments, dispositions, capital calls, and.
• Coordinated over 100 deal closings, liaising with deal teams, sellers, other investing firms, portfolio companies, treasury, compliance, accounting, and external and internal counsel to deploy over $4B in capital in.
• Managed capital calls and distributions calling over $5.5B in capital and distributing over $1.5B in the past two years
• Provide comprehensive end-to-end business support including but not limited to: managing over $1B in fund-level credit facilities, accounts payable and receivable management, metrics and expense analysis, and.
• Developed various process improvements enhancing information flow between teams including, in conjunction with a small working group, the development and implementation of a deal lifecycle management tool that has.

San Francisco, California, US

• Led the Financial Planning & Analysis (FP&A) team for the Growth & Rise business unit, the fastest growing business unit in the firm. Forecasted over eight new business P&Ls and managed P&Ls with over $265M in annual.
• Provided comprehensive quarterly, annual, and multi-year forecasts including headcount & compensation projections and performed detailed variance analyses and presented to senior leadership with recommendations on.
• Saved the firm millions annually by identifying items recoverable to the funds per fund partnership agreements
• Managed and tracked expenses approving in source systems of Coupa, Tymetrix, and Concur as well as managing expense allocations to management companies, funds, and portfolio companies

San Francisco, California, US

• Provide the financial oversight for the firm’s ~$250M Services budget. Performed annual budget and quarterly forecasting exercises and provided various financial analyses for firm partners to assist with key strategic.
• Drove FP&A transformation initiatives by coordinating cross-functionally on cost reporting process creation and improvements and rebuilt budget and forecasts with new P&L structure to drive increased financial.
• Created new location budgeting process and templates based on headcount on an assumed square footage basis that greatly simplified the budgeting process and allowed enhanced transparency to business unit partners
• Analyzed large data sets and created chart decks and briefed senior leadership on summarized information with recommended solutions to drive key cost and profitability initiatives including a detailed IT spend analysis.

Bethesda, MD, US

• Provide the financial oversight for the Corporate Headquarters $1B+ budget.
• Support department Vice Presidents in the management of their budget
• Prepare and present monthly and quarterly financial presentations for senior management
• Track, analyze, and update actual and forecasted costs for large divestiture of LM IS&GS to Leidos through a Reverse Morris Trust transaction
• Analyze budget and headcount for trends, risks, and opportunities using SAP, Oracle Hyperion, ESSBase, and Microsoft Excel
• Provide Budget targets to departments and train new budget owners on Oracle Hyperion system and process

Bethesda, MD, US

• Rotate jobs annually for three years (1st year Contracts, 2nd Proposal Estimating, 3rd Corporate Overheads)
• Created and coordinated contractual coverage for both outgoing and incoming scope
• Managed contractual changes and updates for over 15 different contracts
• Wrote contractual letters and corresponded with multiple customer counterparts
• Planned and facilitated two Financial Leadership classes that have become most prestigious at site
• Led multiple proposal collaborations to completion with on-time submittal

Bethesda, MD, US

• Provided financial support for nine product managers and their areas with a budget of ~$400 million.
• Tracked progress of seven contracts, both government & commercial
• Functioned as sole deployed Analyst for a large, unique foreign contract award
• Created cost structures and charging numbers/instructions for new scope tasks
• Forecasted remaining-to-go effort
• Calculated project performance monthly using Earned Value Management methodology

Rexburg, Idaho, US

o Researched viability and potential profitability of a business requesting $2 million in funds for software developmento Presented findings & suggested course of action to senior management on assessment of the business

Master Of Business Administration (Mba), Strategy And Finance

Bachelor Of Science (Bs), Business Management-Finance