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Wpc
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David Montegari, Cfa Email & Phone Number
Finance & Operations Director | Corporate Financial Planning | Private Equity | Strategy Formulation & Board Advisory
at
WPC
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
WPC
Role
Finance & Operations Director | Corporate Financial Planning | Private Equity | Strategy Formulation & Board Advisory
Location
New York, New York, United States
Who is David Montegari, Cfa? Overview
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Quick answer
David Montegari, Cfa is listed as Finance & Operations Director | Corporate Financial Planning | Private Equity | Strategy Formulation & Board Advisory at WPC, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for David Montegari, Cfa.
David Montegari, Cfa previously worked as Senior Director of FP&A and Strategy – Consumer Products at Party City Holdco Inc. and Director of FP&A and Strategy – Consolidated Project Management at Party City Holdco Inc.. David Montegari, Cfa holds Master Of Business Administration (M.B.A.), Specializations: Business Analytics And Finance from Nyu Stern School Of Business.
Profile bio
About David Montegari, Cfa
I am a driven, versatile finance and operational management executive with extensive experience across corporate strategies, financial planning, acquisitions, divestitures, analytics, and P&L management for enterprise growth. Throughout my career, I’ve distinguished myself as someone who can successfully execute significant company transformations, build and manage world-class finance and operations teams within multibillion-dollar enterprises, and deploy in-depth quantitative analysis to solve complex problems.As the Senior Director of FP&A and Strategy for Consumer Products at Party City Holdco Inc., I direct finance and analytics strategy, serving as a change agent who uses financial reporting to streamline communication between retail and wholesale partners.With a well-rounded set of strategy formulation and financial modeling skills, I serve as the driving force where finance intersects with operations and strategy intersects with execution. Below is a selection of the top accomplishments from my tenure at Party City: ● Leading financial due diligence for a $2B publicly traded and vertically integrated global consumer products company (Party City Holdco Inc. NYSE: PRTY), exploring, pursuing, and executing myriad acquisitions and divestitures that generate over $250M in value to shareholders.● Creating an enterprise-level financial model from scratch across 25+ business units, positioning the organization for a $2B IPO completed in 2015 at the top end of the range. This model was presented to analysts and investors, educating them on the company fundamentals and cash flow, enabling the IPO, bond offerings, and debt restructurings.● Building Party City's FP&A function from its inception, growing the team from four to 30 finance professionals during my tenure to answer the "why" it happened and not just the "what" happened.I am always open to expanding my professional network. If you would like to connect, please contact me at dmmontegari@gmail.com.AREAS OF EXPERTISE Investor RelationsDerivative TradingFinancial ModelingDebt RestructuringProject ManagementChange ManagementCash Flow ManagementIPOs and Capital RaisesBusiness Intelligence & AnalyticsMergers, Acquisitions, & DivestituresStrategy Formulation & Board AdvisoryP&L Management and Enterprise GrowthComplex Negotiation & Presentation SkillsBusiness Valuation, Planning, & Forecasting
Current workplace
David Montegari, Cfa's current company
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Wpc
5 roles · 21 years
David Montegari, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Director Of Fp&A And Strategy – Consumer Products
Current
Party City Holdco Inc.
- Direct full finance and analytics strategy within Consumer Products Division for vertically integrated Party City Holdco Inc. Oversee financial planning, financial models, and data analysis supporting wholesale.
- Enabled pursuit and execution of company’s Wholesale strategy through creation of comprehensive financial modeling, planning, and analytics infrastructure.
- Established foundation for launch of new Party City brand Go Brightly into CVS, Rite Aid, and regional and national big-box grocery retailers; led acquisition of new brand and secured placement within Target stores.
2021 - Present
~5 yrs 4 mos
Director Of Fp&A And Strategy – Consolidated Project Management
Party City Holdco Inc.
- Oversaw strategic projects, forecasting, and reporting, ensuring long-term financial viability by combining operational and financial acumen to manage company’s most high-priority projects and initiatives. Supervised.
- Led due diligence on sale of Party City Canada ($131M transaction, 10X EBITDA) to Canadian Tire Corporation ($10B publicly traded conglomerate). Built financial model, nurtured executive negotiations, facilitated.
- Developed detailed cash flow models and forecasts collaborating with outside consultants during COVID pandemic. Demonstration of unique vertical model to banks, bondholders, outside counsel and investors during a time.
2019 - 2021
~2 yrs
Director Of Financial Planning And Analysis | Senior Financial Analyst
Party City Holdco Inc.
- Ascended to leadership position running corporate finance and FP&A for PCHI, reporting directly to CFO. Modernized and revamped financial modeling and business performance forecasting, aligning internal standards and.
- Led financial modeling and coordinated due diligence for $2B+ IPO, working with top tier investment banks and private equity firms. Demonstrated rational growth opportunities and valuation basis for analysts, investors.
- Advised CEO and CFO through multiple acquisitions.
- Delivered $45M in interest expense savings by recommending and executing 3 significant re-financings; substantiated current and future cash-flow positions for investment and commercial banking due diligence.
2011 - 2019
~8 yrs
Derivatives Trader
- Specialized in oil and natural gas derivatives primarily as market maker and member of New York Mercantile Exchange (NYMEX). Demonstrated and applied highly quantitative and technical capabilities to deliver.
- Generated profits through multiple periods of market volatility in energy derivatives and crude oil options, leveraging statistical arbitrage strategies and option pricing models to structure transactions.
- Executed high volume of live high-touch trades and structured derivatives on OTC market with hedge funds, investment banks, and multinational corporations as counterparties.
2005 - 2010
~5 yrs
2 education records
David Montegari, Cfa education
Master Of Business Administration (M.B.A.), Specializations: Business Analytics And Finance
Nyu Stern School Of Business
Bachelor Of Arts, Economics
The Johns Hopkins University
FAQ
Frequently asked questions about David Montegari, Cfa
Quick answers generated from the profile data available on this page.
What company does David Montegari, Cfa work for?
David Montegari, Cfa works for WPC.
What is David Montegari, Cfa's role at WPC?
David Montegari, Cfa is listed as Finance & Operations Director | Corporate Financial Planning | Private Equity | Strategy Formulation & Board Advisory at WPC.
Where is David Montegari, Cfa based?
David Montegari, Cfa is based in New York, New York, United States while working with WPC.
What companies has David Montegari, Cfa worked for?
David Montegari, Cfa has worked for Wpc, Party City Holdco Inc., and Skty Trading Llc.
How can I contact David Montegari, Cfa?
You can use AeroLeads to view verified contact signals for David Montegari, Cfa at WPC, including work email, phone, and LinkedIn data when available.
What schools did David Montegari, Cfa attend?
David Montegari, Cfa holds Master Of Business Administration (M.B.A.), Specializations: Business Analytics And Finance from Nyu Stern School Of Business.
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