Francesco Potenza Email & Phone Number

Niles, Illinois, Us

Salt Lake City, Utah, Us

Luxembourg, Lu

Corporate Strategy and Development:- Develop post-merger integration plans, define “end state”, governance, communications, and review and validate synergies- Develop goals and objectives of organization in a documented Strategic Roadmap and LTP presented to supervisory board- Collaborate with sponsors to define business case, scope, metrics, goals, and escalation path of a Value Creation Plan (VCP).- Manage and track the direction of strategic initiatives, ensuring original mission and goals are achieved.Leading Pricing and Client Profitability for the North America Region:- Lead financial aspects of strategic plans, operating plans, and other business initiatives - Develop and expand the pricing analysis platform supporting decision-making - Identify, quantify, and measure root cause variables impacting price performance - Developed Margin Analytics tool and provided meaningful business insight driving operational action - Drive standardization & process improvement in pricing execution and revenue forecasting

- Long-term strategic forecasting and business case development- Business scenario planning including strategic analysis and product strategy modeling- Budget modeling, forecasting, and analysis- Assist with capital raise, due diligence, and financing projects- Support internal projects with financial modeling, strategic market analysis, and program evaluation and measurement- Establish and monitor corporate KPIs and industry metrics. Design and create corporate reporting for most important trends and metrics

London, Gb

- Used financial instruments to manage exposure to risk, particularly foreign exchange, interest rate and market risk. - Acted as SME on treasury projects and development of procedures in the financial risk management space- Coordinated ad-hoc analysis and reporting for finance leaders on financial risks- Monitored FX and Interest Rate Risk and implementing hedging strategies- Modeled VaR, EWMA, GARCH, and scenario analysis and performed complex financial analysis with analytics tools (e.g. @Risk)- Assessed strategic fit of investments and business development opportunities and coordinated projects within reinsurance business unit.- Built models for financial/scenario analysis, cash flow forecasts, and budget-to-actual variance analysis- Promoted use of ROIC and add discipline around capital allocation process- Overseen cross-functional projects, maintaining communication plans and performing stakeholder analysis

London, Gb

- Assisted clients with financial models for evaluating investment initiatives or transactions. Performed valuation analysis and conducted industry and economic analysis. Supervised, led, and trained associates.- Created driver-based planning models driving integrated P&L, balance sheet, and cash flow statements- Performed evaluations of transformation initiatives and new operating model to achieve efficiencies- Assisted clients with Solvency II Pillar 3 reporting templates- Built financial models used to drive executive decision-making, and enhanced capital budgeting models - Performed investment analysis combining DCF method and scenario analysis for client entering new region- Built rNPV and binomial model for Big Pharma IP migration of new molecular entities- Coordinated cost reduction program for health care company and built executive dashboard to track metrics and deliver actionable insights on personnel/outsourcing initiative and capital investments- Assisted client with models aggregating financials of several legal entities for multi-billion carve-out

Chicago, Il, Us

• Applied economics, finance, and analytical skills to various client situations and disciplines (e.g. financial modeling, analysis of financial statements and projections, due diligence, benchmarking analysis etc.)• Performed valuations of privately-held firms spanning various industries from consumer products to industrial products, from pharmaceuticals and medical equipment to software and technology-related services • Assisted multinational clients with the structuring and valuation of intercompany transactions of intangible property in conjunction with licensing, cost-sharing agreements and/or intangible property migration• Assisted clients in establishing shared service centers and examining centralized services to determine arm’s-length allocations to affiliates

Cambridge, Ma, Us

Villebon, Essonne, Fr

• Managed the incorporation of Ares Re, working with advisors, attorneys, and dealing with financial regulators• Presented results to the Board of Directors and held P&L and budget responsibility • Supervised financial reporting and independent audit • Monitored solvency and risk management • Directed FP&A and prepared monthly product financial forecasts• Managed 4 resources

Milano, It

• Conducted strategic analysis and created the business plan for starting up a reinsurance company abroad • Assisted the CEO and the CFO with due diligence and valuation analysis to support investment decisions• Constructed sophisticated, scenario driven financial models including analysis of cash flow and IRR analysis • Directed FP&A of insurance business, prepared monthly forecasts • Gathered and analyzed data for a €1 billion worth of asset-backed securitization• Set up new system for treasury reporting and monitored the inter-banking and company’s data integration• Selected strategy and operations consulting firms and liaised with their executives• Managed 6 resources and several external consultants

Dublin 2, Ie

Engaged in multiple projects for Insurance and Financial Services companies ranging from Business process reengineering engagements to development of new cost allocation models

Mba, Finance

Graduate Certificate In Corporate Treasury, Corporate Finance, Risk Management

Bachelor Degree In Business Administration And Economics, Economics, Finance, Accounting, Business Law