Inna Lodato Email & Phone Number

Boston, MA, US

Boston, Massachusetts, United States

Boston, Massachusetts, United States

• Directed compensation function which is responsible for developing and driving global compensation programs.
• Led company-wide career architecture initiative which included new job structure, transparent level definitions, title harmonization, and compensation structures.
• Ensured program plan designs, including base pay, bonus, merit increases, short and long-term incentive plans, and equity programs support business goals and needs.
• Managed the responsibilities, workload, development and feedback of the compensation and equity plan administration team.
• Proposed new and refined existing compensation programs and priorities in accordance with company strategies and goals through discussions with CEO, CHRO, and Sr. Leadership.
• Presented board materials showing compensation programs as related to market trends and business performance.

Greater Boston Area

• Managed team of compensation consultants and analysts to provide compensation consulting services to senior business leaders and HR teams.
• Implemented and managed short and long-term compensation programs and related plan administration activities, while assessing organizational implications regarding financial impact and employee attraction and retention.
• Managed Incentive Plan Design by bringing together business and control partners to discuss and approve Incentive Plans while ensuring appropriate risk balancing and adherence to governance.
• Prepared board materials to obtain approval for proposed compensation related agendas including incentive plan design changes, bonus pool proposals, and compensation philosophy modifications.
• Led initiatives in collaboration with HR Information Systems Team (HRIS) on enhancements as related to compensation, analytics, and reporting needs of company.
• Influenced Senior Leadership on proposed compensation changes through thoughtful presentations outlining rationale, benefits, and costs.

Greater Boston Area

• Managed team of compensation consultants and analysts to provide compensation consulting services to senior business leaders and HR teams.
• Implemented and managed short and long-term compensation programs and related plan administration activities, while assessing organizational implications regarding financial impact and employee attraction and retention.
• Managed Incentive Plan Design by bringing together business and control partners to discuss and approve Incentive Plans while ensuring appropriate risk balancing and adherence to governance.
• Prepared board materials to obtain approval for proposed compensation related agendas including incentive plan design changes, bonus pool proposals, and compensation philosophy modifications.
• Led initiatives in collaboration with HR Information Systems Team (HRIS) on enhancements as related to compensation, analytics, and reporting needs of company.
• Influenced Senior Leadership on proposed compensation changes through thoughtful presentations outlining rationale, benefits, and costs.

Boston

• Managed Finance and Information Technology groups to build out financial reporting, including headcount, compensation, and trend analyses. Time saved in manual production of reports was allocated towards other finance.
• Led initiative that facilitated billing for the successful sale of Merrill Lynch’s International Wealth Management business (~$60 billion in assets) to Julius Baer.
• Managed projects that required integration of North American and European Finance teams.
• Presented to Senior Leadership for informational/decision making purposes and to gain Senior Leadership buy-in on various initiatives.
• Formulated milestones with leaders and interdisciplinary teams to align with project goals.
• Facilitated establishment of relationships between lines of business across the company to allow for information flow.

Boston, MA

• Managed team of financial analysts which administered sales incentive compensation plans across investment management lines of business.
• Oversaw accuracy of compilation of financial reporting, which required complex calculations utilizing multiple data sources, leading to a reduction in reporting and incentive errors.
• Created financial performance presentations for executive management for the purposes of business strategy decisions.

• Managed a portfolio of over 500 high net worth clients and consistently grew it quarter over quarter.
• Recommended suitable financial products and services to clients.

• Obtained Series 7, 6, 63 Investments Licenses for the purpose of advising clients on Investment options.
• Executed trades within 401(k) plans.

Master Of Business Administration - Mba

Bachelor Of Business Administration - Bba