Catherine Cornell Deangelo Email & Phone Number

New York, New York, United States

▪ Reporting to the Chief Financial Officer (CFO) and managing 1 direct report, responsible for $30m+ annual operating budget; partner closely with executive team and departmental budget owners in budget and multi-year forecast creation.▪ In partnership with CFO, set goals and establish growth plan for the financial planning and analysis function.▪ Develop and maintain processes and tools for completion of monthly departmental variance analysis; quarterly revenue, expense, and reserves reforecasting; long-term planning; scenario analysis; and Board reporting. Revenue forecasting encompasses 4 service lines with fiscal sponsorship being the most complex (100+ projects with 20+ different fee structures tied to data on >600 incoming committed and projected contributions annually).▪ Develop tools/resources and provide direct support to fiscally sponsored projects in the areas of budgeting and cashflow management.▪ Complete ad hoc data analysis to inform strategic decisions (e.g., service line pricing analysis). ▪ Analyze and recommend investment decisions for $300m+ investment portfolio, considering liquidity/grant compliance, financial returns, and impact; member of internal Investment Committee to review and vote on impact investing opportunities for the organization’s impact investing funds. Oversee all investment accounting.▪ Evaluated FP&A systems to enhance financial reporting and automation (selection and implementation on hold).▪ Assisted with evaluating, selecting, and implementing new accounts payable system; assisted in evaluating accounts receivable automation add-on within NetSuite (implementation on hold).▪ Serve as thought partner to CFO, Controller, and Assistant Controller on all other matters within the department.

New York, New York, United States

▪ Reporting to the Controller and managing a staff of 4 direct and 7 indirect reports, oversaw all general ledger accounting functions, including >$300m in annual domestic and international vendor transactions; >$600m in annual contributions; >$400m in annual grants; payroll data for >650 domestic and international staff; and a nearly $1b balance sheet.▪ Restructured accounts payable team in response to significant growth in transaction volumes (~20% increase YOY to nearly 70,000 transactions annually) with the goal to improve accuracy, efficiency, and interdepartmental communication.▪ Partnered with the Chief Financial Officer and Controller to evaluate existing processes and procedures and identify areas for improvement.▪ Led annual audit process and assisted with Form 990 filing.▪ Worked closely with the Chief Financial Officer and Controller on budgeting, forecasting, data analysis deliverables, and internal/external reporting.

New York, New York, United States

▪ Worked in close collaboration with the Chief Operating Officer and Controller on the annual budgeting process.▪ Reviewed and amended accounting policies and procedures to improve workflow efficiencies and ensure compliance; trained junior staff to facilitate successful roll-out of revisions.

New York, New York, United States

▪ Led the implementation of endowment accounting software, including historical data migration, testing, and report creation for interdepartmental data consumers.▪ Managed all aspects of fund accounting and budgeting, including investment statement reconciliation,investment return analysis and allocation, fund analysis, and quarterly and annual reporting.▪ Evaluated IT department budget, structure, and practices and made recommendations for improvement to the CFO.

Seattle, Wa

Provided financial analysis services and remote training lessons to finance and accounting staff for not-for-profit higher education institutions.

Greater New York City Area

▪ Oversaw junior financial analyst, staff accountant, and student workers in daily accounting operations.▪ Collaborated within and across departments to prepare an annual and multi-year budget model.▪ Spearheaded the development and maintenance of robust analytical models in Microsoft Excel to project key financial drivers and estimate the fiscal impact of proposed strategic initiatives. ▪ Examined and reported on historical and projected financial performance to management and the college’s Board of Trustees. ▪ Identified and evaluated weaknesses in existing policies and procedures and implemented modifications to enhance internal controls, accuracy, and efficiency.

New York, Ny

▪ Provided middle market investment banking and financial advisory services to global Healthcare and Technology, Media, and Telecom companies. ▪ Conducted thorough market / industry reviews utilizing third-party research and other publicly available information to understand market size, growth and profitability drivers, and key industry players.▪ Identified suitable strategic targets in buyside engagements or buyers in sellside engagements by reviewing industry players’ product portfolios, operations, sales and distribution capabilities, financials, etc.▪ Developed financial models in Microsoft Excel to determine the value of a target on a stand-aloneand / or combined basis and conduct affordability analysis.▪ Developed transaction marketing materials; prepared presentations and documents for clients’ boards, steering committees, and other stakeholders; evaluated letters of intent; coordinated due diligence between buyer and seller; reviewed and advised on business terms within legal documents.▪ Created training materials and hosted training sessions for interns and newly hired analysts.

▪ Developed financial models to value businesses and analyze pro forma capitalization, earnings,margins and growth; techniques included discounted cash flow, comparable companies, precedenttransaction, leveraged buyout and accretion/dilution analyses.▪ Prepared transaction marketing materials and client presentations.

Master'S Degree, Speech-Language Pathology/Pathologist

Activities and Societies: National Student Speech Language Hearing Association (NSSLHA), Special Interest Group 02 - Neurogenic.

B.B.A Finance, B.A. German

Activities and Societies: University of Georgia Honors Program, University of Georgia Choral Association Treasurer, Collegium Musicum Vice.