Sam Lodaria Email & Phone Number

Boston, Ma, Us

San Francisco, Ca, Us

Windsor, Ca

Strategic advisor and consultant for Business and Digital Transformation initiatives.

Mclean, Virginia, Us

• Lead and build the EPM and OneStream Technology practices to derive new growth markets to drive & support the long-term strategic plan, along with leading and delivering on transformation projects/initiatives at multiple clients• Lead & Manage transformation initiatives/programs across the project lifecycle from current state assessment, gap analysis, requirements gathering, future state design, and implementation across the people, process, technology, and data aspects of the business, including change management• Identify, assess, and analyze business problems for area of responsibility, where analysis of situations or systems technology/data requires an in-depth evaluation• Advise on key business/finance processes (e.g., Record to report, Procure-to-Pay, Order-to-Cash, Financial Close, Financial Planning & Analysis (FP&A), Data Analytics, Business Intelligence, etc.)• Manage/coach/mentor Managing Consultants and Senior Consultants with project tasks, strategies, roadmap, issues, escalations, and administration (e.g., project setup and planning, budgeting, account management, billing)

Acton, Massachusetts, Us

• Ownership of the financial consolidation, planning and reporting system, Host Analytics (Planful) including customizations, enhancements, and administration• Support the company-wide ERP implementation program (SAP/S4Hana) and drive & manage the transition effort for the Finance team to ensure a seamless transition (from AX to SAP) and integration with EPM and other tools• Establish Financial Systems architecture, design & roadmap for planning, reporting & analytics to drive process efficiencies, scalability and identify opportunities for Robotic Process Automation (RPA)• Lead digital transformation by implementing the Alteryx Designer tool to facilitate data wrangling through the creation of workflows to deliver data accessibility and automation enhancements• Collaborate with cross-functional leaders and IT for system enhancements & maintenance• Drive and lead yearly SOX compliance system-related reviews for annual audits• Create and maintain accounts and reports for financial reporting (internal & SEC), consistent with requirements from the finance organization• Manage & maintain user roles, planning, consolidations, financial reporting & dashboard modules within the EPM system• Manage the maintenance of the system including data integrations with Microsoft Dynamics AX• Create and maintain accounts and reports for financial reporting, consistent withrequirements from accounting and finance organizations• Provide technical training and guidance to users and help drive automation• Create dashboards allowing visibility to key financial information• Develop strong working relationships with accounting and finance teams to gainadditional insights for analysis and data validation and understand their evolvinginformation needs• Maintain quality and timeliness of internal control requirements associated withconsolidation• Perform other system-related processes and controls as part of the monthly close process

Acton, Massachusetts, Us

• EPM System Administrator: Act as a power user and the system administrator for Host Analytics.• Financial Planning: Own the forecast process for operating expenses related to IT, Legal, Finance, and Human Resources.• Consolidation: Support the consolidation of company-wide results, analysis, forecasts, and budgets, working across functions and stakeholders to clarify inputs and get questions answered.• Drive Financial Results and Support Operations: Continuously monitor G&A activities to ensure that financial commitments are met. Identify opportunities to improve efficiencies and reduce costs.• Financial Reporting: Provide the G&A leaders with financial reporting and insightful variance analysis on a monthly and quarterly basis.• Financial Analysis: Provide analysis and tools, as necessary, to support key decisions in the functions. Collect and analyze data to determine costs of business activities and processes.• Process Design & Improvement: Support the design of new processes to improve the quality and productivity of the finance team and the business in general.• Special Projects: Work on specific unique projects that might call for complex financial modeling, or project management skills, including capital investments and continuous improvement initiatives.• Business Controls: Advocate for strong business controls and support Sarbanes-Oxley processes within Insulet.

Nashua, New Hampshire, Us

•Responsible for budgeting, forecasting, metrics, data mining and analytics•Develop & maintain complex forecasting models to manage and support requirements of the business and leadership team.•Work with the business to understand the data and provide relevant analytics for functional leaders•ROI analysis for special projects and implementation of new systems/tools

Maynard, Ma, Us

•Prepare domestic, international and consolidated forecasts and budgets and analyzes trends in revenue, expense, capital expenditures and other related areas.•Develop & maintain complex budgeting & forecasting financial models to manage and support requirements of senior business leaders including the CFO and Corporate Controller. •Perform system administrative and technical functions for HOST ANALYTICS application, including: system optimization, new process/template/report creation and development, day to day system support activities as needed for business critical financial reporting and budget/forecast cycles.•Prepare, analyze and report quarterly earnings financials to facilitate earnings call•Support the preparation of the Earnings data book with financial metrics and key performance indicators (KPI’s) for the quarterly earnings conference call and analyst guidance.•Perform monthly variance analysis of actual results from EPICOR to budgeted/forecasted performance including identifying increased profitability opportunities, making recommendations to functional leaders regarding future spending and providing critical insights into the financial results, including trends and future looking expectations.•Provide forward-looking Business Support to Business Leadership to help evaluate key strategic decisions for responsible areas including revenue, operating and capital expenses•Maintains a formal pulse on risks and opportunities and partners with the financial team on appropriate actions required to minimize or offset risks and maximize opportunities.•Responsible for aggregating, analyzing and publishing monthly reporting package, presentations and variance analysis for executive management.•Strengthen controls to ensure a “no surprises” environment. Leverage relationships with operating partners to optimize efficiencies and influence behavior.•Responsible for training and career development of interns and rotational candidates.

• Lead the effort with preparation of Driver based annual Budget, Rolling Forecast, Variance and Sensitivity analysis for the Insurance division (Annual Revenue projection over $160M) • Implement "Planning Toolkits" allowing department managers/directors (budget owners) better visibility for expense control & provide a sustainable tool for future planning and forecasting needs• Implement "Strategic Dashboards" allowing department managers and executive team visibility to key trends risks & opportunities as it relates to each departmental strategy/plan and present/communicate to the CFO, Director of FP&A and VP of Finance• Implement "HOST ANALYTICS" to support the Insurance division and create reporting structure, budget and forecast templates, manage the system optimization process, incorporate the tool into the budgeting/.forecasting process across the division and company.• Assist the Director of FP&A with investor due diligence, creating financial models for assessing capital requirements for offshore entities and mergers and acquisitions (M&A) related requests• Create and present monthly and quarterly “Management reports” which will effectively capture KPI’s and help provide analysis and recommendations based on pricing, product mix, cost drivers and geography change• Partner with accounting to improve and streamline the monthly close process and gauge actual vs. budget/forecast variances for monthly reporting• Partner with P&L owners to evaluate key business drivers and metrics in order to develop consistent financial reporting needed to monitor key trends and financial impact for business leaders

Boston, Ma, Us

• Responsible for preparing all the financial reports/details during the Due Diligence process for raising $2.5 Million dollars in 2011 from Bridge Bank (BB) and Goldhill capital (GH) and for any future Due Diligence processes • Responsible for Cash Management – Manage over $10 million in funds• Manage the monthly book closing process for holding and subsidiary companies (5 in total)• Responsible for ensuring that Boston Technologies meets its investor (BB and GH) covenants on a monthly basis for capital requirements• Prepare monthly financial reporting package for Investors (BB and GH)• Prepare weekly Cash Flow reports for the CEO/COO/CFO• Responsible for Forecasting/Budgeting/Modeling• Manage domestic (US) and international (UK, Japan) cash requirements to ensure smooth business expansion• Assist the CFO and Manage the yearly Audit process• Assist and support the CFO with developing Investor Relations

Boston, Ma, Us

• Cash Management• Risk Management• Analyzing and preparing monthly financial reports• Forecasting, Budgeting and Cash flow preparation • Monthly reconciliations for company and client accounts• Create processes for Accounting/Finance department

• Prepare detailed budgets and forecasts of expected performance for all the 25 stores ($10 million in revenue) across Boston, include last quarter (current year and previous year comparison), incorporate historic and current market trends, analyze, report and present the findings and recommendations to the CFO and senior management using MS Excel and QuickBooks • Update, analyze and present actual v/s forecasted results for 25 stores, re-forecast based on inputs from CFO and communicate the changes to functional controllers using MS Excel and QuickBooks• Develop weekly and monthly budgets for 25 stores thereby monitoring functional and sales department spending, track the differences v/s actual budget and develop detailed trend and variance analysis report to assist the CFO for future budgets• Monthly financial projections and weekly sales report for 25 stores using metrics and dashboards including ROI analysis, revenue optimization analysis and potential variances based on past season trends to support the CFO and CEO for decision making• Plan, analyze and evaluate new business unit opportunities, acquisitions of competitors stores and report spending initiatives by District Managers and Director of Operations using financial models• Develop and distribute detailed financial reports & analysis of P&L, Balance sheets and Cash flow statements and utilize appropriate financial tools recommended by CFO and present the desired course of action to senior management• Handle Accounts receivables for over 50 customers and Accounts payable for over 400 vendors on a daily basis, clear and resolve any discrepancies, Invoice the customers on a weekly basis for products delivered by Waldwin Production Facility and reconcile all the accounts on a monthly basis and provide month end summary and ledger card for each account using QuickBooks and excel.

• Employed technical expertise in Hyperion and Microsoft Excel spreadsheets to support senior finance management in developing budgets and forecasts for 28 cost centers across India; distribute across branch managers; and assist in consolidation of all budgets• Preparation of monthly reporting of divisional results to support senior financial analyst and higher management• Completion of expense analysis by department using QuickBooks• Assist in variance/sensitivity analysis against budget/forecast • Created financial and operational projections to support the budgeting and forecasting process

Chief Digital Officer, Digital And Business Transformation

Digital Transformation - Leading People, Data And Technology

Mba, Finance

Post Graduation, Finance

Bachelor Of Engineering - Be, Electronics And Telecommunications