Sam Lodaria Email and Phone Number
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15 years ago, on a Thanksgiving weekend, I decided to transform my career. Frustrated and unhappy in traditional roles, I stepped out of my comfort zone to learn and build "new" skill sets that would change my life. Today, that single decision has led me to build professional expertise with a unique blend of technical, functional, and operational skills. And in my journey so far, I've:→ Worked with companies and clients in various growth stages (startups, small-size, mid-size, and mature)→ Successfully driven transformation initiatives for companies and clients with revenue ranging from $10M to $1B+→ Partnered and collaborated with Entrepreneurs, C-level executives, senior management, and teams across 10+ diverse industries→ Implemented and managed enterprise systems, digital solutions, automation tools, data science tools, data visualization tools, and other technologies→ Spearheaded multiple projects and initiatives with a proven track record as a Change Agent skilled in cross-functional leadership→ Integrated multiple technologies, including mergers and acquisitions and standardized data across systems architecture → Led and stood up systems/transformation teams across multiple companiesAll while earning my MBA, Post-graduation, and Bachelor's degrees and further solidifying my transformation expertise through certifications from prestigious institutions like MIT and UC Berkeley, along with 20+ other certifications. What sets me apart is my technical expertise and my transformation approach. I believe in:→ Working closely with the companies and my clients→ Diving deep to uncover unique challenges→ Roadmapping the future state→ Crafting tailored solutionsFor me, it is about:→ Going above and beyond to deliver immense value→ Building partnerships that extend beyond the project→ Offering strategic advice and support to navigate business complexitiesDon't let the pressure of digital transformation, operational inefficiencies, or lack of expertise hold you back.The time for action is now. Schedule a complimentary strategy session today, and let's chart a course toward long-term success. I'm here to help. Let's connect and explore how we can transform your challenges into opportunities.Here is the link for the 1:1 session with me (link also available in featured section) - https://calendly.com/samlodaria/1-1-rapid-insight-session?month=2024-02
Celerity
View- Website:
- consultcelerity.com
- Employees:
- 103
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Director, Business Integration And TransformationCelerityBoston, Ma, Us
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Director, Business Integration & TransformationCelerity May 2024 - PresentSan Francisco, Ca, Us
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Strategic ConsultantIndependent Consultant Sep 2023 - Apr 2024Windsor, CaStrategic advisor and consultant for Business and Digital Transformation initiatives. -
Associate Director, Business TransformationCrosscountry Consulting May 2022 - Aug 2023Mclean, 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) -
Manager, Financial SystemsInsulet Corporation Jan 2020 - May 2022Acton, 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 -
Sr. Financial AnalystInsulet Corporation Jan 2019 - Jan 2020Acton, 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.
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Sr. Financial Analyst1A Auto Jul 2018 - Dec 2018Nashua, 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 -
Sr. Fp&A AnalystAcacia Communications Inc. Sep 2015 - Jul 2018Maynard, 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. -
Sr. Financial AnalystBest Doctors Oct 2012 - Sep 2015• 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
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Sr. Financial Analyst (Global Operations)Boston Technologies Inc Jan 2012 - Oct 2012Boston, 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 -
Financial AnalystBoston Technologies Inc Dec 2009 - Jan 2012Boston, 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
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Finance AssistantThe Waldwin Group Nov 2008 - Nov 2009• 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.
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Financial AnalystEnigmatic May 2004 - Jun 2006• 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
Sam Lodaria Skills
Sam Lodaria Education Details
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Mit Professional EducationDigital And Business Transformation -
University Of California, Berkeley, Haas School Of BusinessData And Technology
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University Of Northern Virginia - AnnandaleFinance
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Indian Institute Of Planning And ManagementFinance
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University Of MumbaiElectronics And Telecommunications
Frequently Asked Questions about Sam Lodaria
What company does Sam Lodaria work for?
Sam Lodaria works for Celerity
What is Sam Lodaria's role at the current company?
Sam Lodaria's current role is Director, Business Integration and Transformation.
What is Sam Lodaria's email address?
Sam Lodaria's email address is sl****@****let.com
What is Sam Lodaria's direct phone number?
Sam Lodaria's direct phone number is +161794*****
What schools did Sam Lodaria attend?
Sam Lodaria attended Mit Professional Education, University Of California, Berkeley, Haas School Of Business, University Of Northern Virginia - Annandale, Indian Institute Of Planning And Management, University Of Mumbai.
What are some of Sam Lodaria's interests?
Sam Lodaria has interest in Portfolio Management, Reading Management Books, Mergers And Acquisition, Listening Music, Investments, Analyzing Quarterly Results Of Companies, Strategic Planning, Financial Analysis, Tracking Stock Markets, Shiv Khera.
What skills is Sam Lodaria known for?
Sam Lodaria has skills like Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Microsoft Excel, Analysis, Budgets, Accounting, Variance Analysis, Account Reconciliation, Due Diligence, Cash Flow.
Who are Sam Lodaria's colleagues?
Sam Lodaria's colleagues are Clifford Vinluan, Jon Quinlan, Norman Yee, Sarah Powell, Jenn Werness-Giroux, Daniel Metcalf, Christopher Sumner.
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