Sarah Dickinson Email & Phone Number

Jeffersonton, VA, US

Leads end-to-end project management of bespoke software and data solutions, managing full product lifecycle from requirements gathering to implementation and support. Expertly collaborates with clients and cross-functional teams, including international development teams in Serbia and India, to deliver over two dozen custom platforms for sales.

Fredericksburg, Virginia

Led strategic planning and financial analytics projects, implementing BI systems and enhancing reporting processes to drive data-driven decision-making. Oversaw the implementation of multiple healthcare-related financial systems, ensuring accuracy in reporting and efficiency in system workflows.System Implementation Leadership: Managed the implementation.

Fredericksburg, Virginia

Led the financial planning, budgeting, and reporting functions for a $500M+ behavioral health services company. Spearheaded the migration to a new accounting system and built the FP&A team from scratch, establishing robust forecasting and reporting processes to enhance strategic decision-making.$500M+ Budget Management: Directed the financial planning.

Richmond, Virginia Area

Led financial planning and analysis for multiple business lines, managing budgeting, forecasting, and variance reporting for a $75M+ budget. Established best practices for financial processes across the organization, and led key strategic initiatives to optimize performance.$75M+ Budget Oversight: Directed the 2019 budget planning process, overseeing.

Richmond, Virginia Area

• Create and submit bi-monthly fundings to client on a timely basis, request checks for vendors and manage both client and vendor relationships.
• Create and update Funding Tracker which ensures all FM and PM fundings are closely monitored, along with checks and bank account activity
• Manage monthly corporate reporting including, as well as year-end processes
• Create and manage T&E processes, expense report training sessions, and maintain expense report guidelines as well as manage and approve all Purchase Card transactions on a monthly basis

Rockville, MD

• Charged with deliverables to perform valuations and financial analysis for global asset management and advisory firm with a focus on fixed income securities, reconciliations, audit preparation, risk mitigation, best.
• Verified NAVs for fixed income funds to ensure accuracy and mitigate risk that encompassed high-yield and investment grade bonds, municipals, treasuries, bank term loans, derivatives, and preferred stocks.
• Reviewed and analyzed daily fixed income funds to reconcile cash, shares, paydowns, coupon rates and maturities.
• Trained, coached, and mentored existing staff and new hires to fill gaps in skills with accounting and best practices.

Tannersville, PA

• Led marketing and financial analysis initiatives for independent wealth advisory firm with asset valuations, audits, budgets, risk assessments, proformas, web and print collateral, best practices, SOPs, process and.
• Performed Charles Schwab RIA Benchmarking Study through audit and categorization of company’s $400M+ in assets, and evaluated firm’s budget to determine operations deficiencies and make funding recommendations.
• Created and updated website, brochures, and various print collateral to drive customer acquisition and retention.
• Selected to represent firm at Goldman Sachs’s Asset Management RIA Roundtable Due Diligence conference.

Tannersville, PA

Led marketing and financial analysis initiatives for independent wealth advisory firm with asset valuations, audits, budgets, risk assessments, proformas, web and print collateral, best practices, SOPs, process and policies.Performed Charles Schwab RIA Benchmarking Study through audit and categorization of company’s $400M+ in assets, and evaluated firm’s.

Irvine, CA

• Provided assistance to Special Credits Officers with analysis of commercial real estate using cash flow proformas, valuations, and risk mitigation, inclusive of multi-family, land, industrial, office, mixed use.
• Improved risk, structure, and security profile by 35%, as well as exposure reduction of 40% by identifying credit issues to Officer while ensuring adherence to all banking guidelines, policies, SOPs, process and rules.
• Evaluated long-term viability of properties in distress through cash flow analysis, valuation, and proposed turnaround strategies to mitigate risk.
• Identified loans for debt restructuring, and loan modification and/or completion, along with completing monthly loss forecasting to Officer for inclusion in risk profile to senior management.

Newark, DE

• Served in analyst role in corporate development program as a part of operations and business services with DTC settlements, reconciliation of cash breaks, fixed income and trade roll purchase activities, wire charges.
• Performed $10M+ of repurchase/reverse repurchase of trade rolls and settlements daily while overseeing $100M+ of REPO rolls monthly, and finance trade A/R and A/P.
• Mitigated risk for $1B+ in fixed income trades daily as a part of DTC settlements, along with supporting $15M+ in prepayments, and TALF for $50M+ bi-monthly.
• Reconciled cash breaks, assisted with failing trades, and oversaw SPO and wire charges to clear breaks.

Master Of Business Administration - Mba

Bachelor Of Science, Finance, Economics

Activities and Societies: Sigma Kappa Sorority, Sigma Alpha Pi, Alpha Lambda Delta, Susquehanna University Presidential Fellow, Honors.