Siddharth Ramkumar, Cpa, Mba Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Part of Domain Planning Center of Excellence (COE) overseeing routines/reporting for $80M+ Stock Plan Services and $30M+ Emerging Businesses.Support Domain Partners in articulating funding needs to President and Senior Leaders in Workplace Investing.Partner across Finance, Human Resources, Agile Enablement, Operations and Strategy and Planning to drive best outcomes for Partners, Workplace Investing and Fidelity Investments.

Denver, Colorado, Us

Led strategy projects for Caribou, a technology-enabled marketplace for car loans & insurance.Implemented a 25% price increase on core product offering and enabled the team to move forward on new product launches by working with analytics, marketing, and insurance teams to leverage findings from competitor benchmarking analysis. Identified double-digit loan volume and revenue growth opportunities by analyzing and alleviating bottlenecks in the business customer workflow.Equipped executive team to better partner with new lenders by authoring research report on the impact of monetary policy changes on consumer demand for auto loans and insurance.

Palo Alto, Ca, Us

Drove strategy projects for VMWare, a cloud computing and virtualization technology company.Financial Planning & Analysis o Helped institutionalize Annual Recurring Revenue (ARR) metric at company following research into nine peer subscription/SaaS company financial results over eight quarters, utilizing internal research, sell-side research, and public SEC filings. o Delivered 5 bps of margin improvement by implementing operational changes based on assessment of COVID impact on company (GDP and consumer spend scenarios). o Modeled impact of over 15 M&A transactions (totaling $1.5B in annual revenue) on company’s overall revenue and margin profile; showed three deals driving accretion for company, while 12 deals drove dilution. Investment Strategy & Analysis o Led development of new medium- and long-term investment prioritization framework for $7B company portfolio; synthesized and shared results with Senior Director and VP of Investment Strategy. o Revised long-term investment prioritization by conducting KPI analysis for five business units, partnering closely with respective business unit leads (General Managers and Controllers).

Stamford, Ct, Us

Contributed to strategy projects at Gartner, a technological research and consulting firm. Facilitated business unit divestiture, including data room due diligence and creation of transition services agreement (covering key legal agreements) alongside investment bankers, corporate development team, and company management team.Created pitch book for $2B acquisition target, including company valuation analysis using discounted cash flow, leveraged buy-out, and comparable multiples methodologies; shared findings with Vice President and Senior Vice President of Corporate Development.

Worldwide, Oo

Led financial statement audits for Deloitte, an international professional services firm. Financial Statement Modeling & Analysiso Led financial statement audits of over 500 public and private reports, including quarterly, year-end, statutory, and fund-level reports for Fortune 500 clients. o Valued portfolio companies using financial valuation methodologies such as discounted cash flow modeling and comparable company analysis. Revenue & Profit Generation o Generated $13M in consulting revenue or 35x/3500% improvement for engagement (2nd most profitable job for local office) by driving adoption of a new financial reporting system for client that connected financial statements to client results.o Drove 2+ year expansion of engagement contracts by working with the partner, senior manager, and client to tackle areas such as re-segmentation, dispositions, and M&A. o Reduced audit hours by 50% (completed project in 1 month vs. expected two months) by championing new file-sharing and audit tools. Team Management & Leadership o Managed project scoping and resource allocation with firm partners and CFO. o Onboarded and assigned analytical workstreams to over 40 interns and staff.

Certified Financial Planner

Master Of Business Administration - Mba, Concentrations In Communications, Finance, And Strategy.

Study Abroad, Managing In China

Bachelor Of Science - Bs, Accounting