Claudio A. Email and Phone Number
15 years driving strategic initiatives, leading M&A, and serving as CFO-COO partner / Board Advisor to middle market PE backed companies. Currently with Private Equity / Fund of Funds ($80B) serving as business technology leader across institutional multi strategy revenue and operations. Highlights include:- CFO/CEO Private Equity Program Leader (Adjunct Professor) and conference M&A speaker, incl. Exec MBA programs (NY, London) to C-level (over 1,000 CEOs - CFOs globally)- M&A Leader / Corporate Development - Built M&A functions and governance from scratch. Supported 150+ M&A deals from small boutique start-ups, NewCos to F500 incl. Target identification, Due Diligence, buildouts / roll-ups / restructuring, Financial Analysis & Synergy Modeling, TSA Negotiations/exit, Divestments//Carve-outs, value creation execution / Day 1-100 planning, and integrating cross-functions (Finance/Accounting, IT, HR, Real Estate, Sales)- Strategic CFO and FP&A CoE - Led finance/accounting teams, built governance & controls, complex software implementations (SAP, Oracle, Essbase, Hyperion, Adaptive Insights, DealCloud, Salesforce CRM, Workday), developed short-long term goals and plans (commercial/operational), Operating model optimization, uses cases for automation/RPA, BPO/managed services, artificial intelligence (AI/Digital), fundraising, pre-IPO readiness, US GAAP month-end close, dynamic data analysis dashboards, responsible for creating Board Decks and P&Ls ranging from $20m to $5 billion.- Portfolio CTO / Technologist Leader - Drove platform investments & strategy i.e., infrastructure / GP & LP systems, cloud modernization & finance transformation, Cyber Security, BPO, RPA, AI, cloud, IT programs and investments / risks, sourcing/procurement, PMO, managing vendors i.e., IT services and cloud/on-premise service providers- Operating Partner / Portfolio Value Creation Leader: Oversaw daily operations and led planning & execution functions, drove strategic initiatives through implementation, and PortCo CEO-Board Advisor. Industries include: Financial Services (RIA, Wealth Management, Fund of Funds (FoF), FinTech, Trading, Alternative Investments multi-strategy, Credit, Insurance, Real Estate from Fundraising LP strategies to GP Deal Investments), SaaS / Software / Infrastructure, Blockchain, Healthcare / Pharma, Business Services (B2B, B2C), IT Professional Services. First principles mindset and problem solver who thrives in ambiguity and complexity. Outside of work, my 2 boys are my world.
Portfolio Advisors
View- Website:
- portad.com
- Employees:
- 74
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Vice President, Business Technology I M And A, Cfo Operating Partner, Value CreationPortfolio AdvisorsNew York, Ny, Us
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Private Equity Business Technology Leader, Vice PresidentFs Investments 2024 - PresentPhiladelphia, Pa, Us -
Cfo-Ceo M&A Program Leader I Private Equity Strategy - Value CreationColumbia Business School 2020 - PresentNew York, Ny, UsLearning & Development leader, Sourcing, Target Screening, Due Diligence, IMO/PMO (Integration), Private Equity/VC environment, Technology/ERP modernization in M&A environment, innovative solutions/Cryptocurrencies & blockchain -
Head Of M&A - Healthcare Roll-Up I Ceo-Cfo Partner / Board Advisor, Value CreationWalgreens Boots Alliance 2022 - Jan 2024Deerfield, Il, Us -
Americas Principal, Corporate Development (M&A) - Growth Strategy I Saas, HealthtechCognizant 2020 - 2022Teaneck, New Jersey, UsLead advisor on global transformation initiatives in Healthcare and Digital practices, including leading efforts end-to-end, identifying success criteria for projects/programs prior to kick-off, developing strategies/roadmaps through execution, establishing governance and metrics/KPIs, vendor management, driving project planning/execution, budgeting, and cross-functional alignment to meet success criteria • Work closely with functional heads and global teams on areas of project execution, risk management & prioritization on mitigation plans, scope/business requirements, milestones, process/technical/functional improvements, and built structure & governance • Right hand to C-Suite and establish governance, including building dashboards to communicate KPIs/operating metrics across the portfolio and review multi-year budgets for EBITDA improvements • Partner with leadership and actively manage risks, quarterly communication on performance, and communication to key stakeholders • Oversee global team(s) / third parties, implementation plans through execution• Led multiple complex special projects / governance efforts in Australia, Finland, Spain, US, and LATAM regions • Developed strategic plans and worked with teams on enterprise architecture, ERP, infrastructure, project/program management, finance, HR, legal, sales & marketing, cyber security, data privacy/compliance as well as initiatives to drive automation/operational efficiencies -
Private Equity Specialist Leader I Mergers & Acquisitions, Technologist, Interim Cfo-CooDeloitte Consulting 2019 - 2020 -
Director, Transaction Advisory I Cio-Cfo Strategy - Execution, Board Advisor, M&A - IntegrationEy-Parthenon 2013 - 2019Boston, Ma, UsAdvised Private Equity firms and Fortune 500 clients on risk and opportunity identification and assessment, operational efficiencies, FP&A, IT security/ compliance, digital transformation, and mergers & acquisitions (due diligence, sign-to-close, integration/transformation, carve-outs, post-close);- Advisor on the largest US PE deal in 2015 and corporate merger in 2016; - Reviewed system architecture, performance, financial systems, controls/processes, risk & technology assessments across multiple sectors i.e. consumer retail, financial services/FinTech, manufacturing, agriculture, restaurant, entertainment, healthcare, industrial, insurance, pharmaceutical, auto and software technology;- Assessed finance/FP&A, operations and IT capabilities (infrastructure, SDLC/agile scrum, ERP, CRM, CPM, DR/BC, HRIS, eCommerce, IT security, and end-to-end reporting);- Oversee key internal process design (Order to Cash, Source to Pay, Hire to Retire, Record to Report) and ITIL/COBIT;- Contributor to client facing business development marketing materials, client delivery, and collaborated with cross-functional teams (i.e. Finance, Operations and IT, HR, Legal, Audit, Compliance); - Experience conducting business financial analysis/modeling and building out new platform businesses and technology / operational capabilities in alignment with the investment thesis;- Managed operational and technology risk management assessments, strategic planning, PMO, audits, including reviewing contractual terms, internal controls, vendor evaluation (i.e. SLAs), propose new policies, controls, and capabilities to improve monitoring;- Supervised, mentored, and trained teams in Advisory and Transaction Services practices;- Provided financial planning, budgeting, pricing models to support deal valuations (QoE);- Advised on tech business operations, innovation, performance, IT governance, contracts and regulatory compliance and propose internal policies to mitigate risks. -
Deputy Cfo, Group Controller I Fp&A, Technology Investments, Finoperations, Investment BankingUbs 2011 - 2013Zurich, ChLed Executive reporting to Board in Switzerland, incl. FP&A, metrics, data analytics for Shared Services, Investment Bank, Wealth Management.- Evaluated new business opportunities, including the preparation of detailed, dynamic and accurate financial models (DCF, accretion/dilution, NPV/ROI analysis, etc.)- Analyzed quantitative (e.g., actual/ estimated financials, market analysis, economic data, etc.) and qualitative (e.g., competitive strategies, consumer trends, management appetites, etc.) to formulate ideas and recommendations for senior leadership and/or the Board of Directors - Managed and reviewed financials (budgeting, forecast, KPIs), controls, processes, system design, architecture, and automated Board decks (+$4 Billion / 10,000 FTEs).- As Program Manager (PMO) lead for all IT projects supporting the business, managed large complex IT projects and teams, funding requests/charge-back allocation, operations, dashboard (KPIs), including business analysis and technology investments- Reviewed IT vendors and monthly IT spend ($1 Billion) by region from a global perspective- Worked closely with CFOs/COOs/CIOs/CTOs as point of contact on FP&A, budget, financials, and review IT spend and program management on strategic initiatives- Streamlined IT executive reporting in Excel, PowerPoint, Hyperion Essbase and communicated results - Managed finance & technology global teams (+20) and based out of Stamford (US) for technical support;- Managed day-to-day activities to annual budget targets by monitoring daily operations related to record to report process;- Ensured that operational goals, objectives, and strategies produce results consistent with the mission, vision, and values and work with Executive Leadership Team to manage business operations, develop innovative methodologies, improve operations, and utilize cost-effective systems and processes.- Lead RPA / Finance Automation ($5bn P&L / 10,000 FTEs) and drove Hyperion Essbase implementation -
Controller (Consultant) - Americas, Latam L Risk, Fp&A, Program ManagementCiti 2009 - 2011New York, New York, UsTechnology FP&A lead for the Americas and joint-venture with Morgan Stanley. Liaison between Finance, PMO, Technology for IT financial support.• Managed and reviewed consolidated budget/reforecast with executive commentary;• Project Management (PMO) - Multi-year enterprise wide global projects. Global partner to project/program managers and finance groups (Europe, Asia, Americas)• Conducted financial analysis and coordinated monthly/quarterly FP&A activities • Managed month-end close activities; accruals, JEs, fixed assets (FAR), P&L flash, headcount, compensation and capitalization of projects;• Supported implementation of Business Objects; • Tracked and reported headcount, compensation and risk and opportunity analysis;• Analyzed projects timelines, teams, and tracked technology spend (cash/P&L impact);• Reviewed allocation process to the businesses and manage charges to MSSB JV and communicated charge backs to Morgan Stanley;• Responsible for RCSA (Risk Control Self-Assessment) sign off
Claudio A. Skills
Claudio A. Education Details
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Georgetown UniversityTechnology Management I Finance It-Business Strategy I Project/Program Management I Cyber Security -
Harvard UniversityFinance Accounting
Frequently Asked Questions about Claudio A.
What company does Claudio A. work for?
Claudio A. works for Portfolio Advisors
What is Claudio A.'s role at the current company?
Claudio A.'s current role is Vice President, Business Technology I M and A, CFO Operating Partner, Value Creation.
What schools did Claudio A. attend?
Claudio A. attended Georgetown University, Harvard University.
What skills is Claudio A. known for?
Claudio A. has skills like Leadership, It Strategy, Information Technology, Powerpoint, Consulting, Business Transformation, Strategic Partnerships, Executive Management, Corporate Finance, M&a Integration, Valuation, Enterprise Resource Planning.
Who are Claudio A.'s colleagues?
Claudio A.'s colleagues are Chris Ruder, Hashir Hasham, Francesca Moretti, Jose Ku, Nicolas Schmidli, Cristiana Ortoleva, Ellie Henderson.
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