Stephen Perez work email
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Experienced finance professional with a robust background in Corporate FP&A, Corporate Strategy, Investment Banking, and Private Equity. My passion lies in driving and optimizing strategic growth and financial performances. I have led successful capital raise campaigns, securing substantial funding for growth-stage companies. I’ve guided internal and external organizations through strategic shifts and transformative changes.Experience Highlights:Engineered the complete financial framework and C-Suite packages for a new Technology organization within CitibankLed the establishment of critical strategic partnerships, driving growth and enhancing presenceImplemented cost-saving initiatives resulting in a 33% increase in profitability for a Robotics Processing Automation initiative Collaborated on strategic programs aimed at raising consumer awareness for a key partner within the credit portfolio, resulting in a 15% year-over-year increase in credit lentSell-side M&A advisor for ~ $20 billion in divestitures of four business segments within a pharmaceutical companyLed a successful capital raise campaign, securing an €800mm in private placement for an Oncology pharmaceutical companyTransaction Execution | FP&A | Market Analysis | Capital Raising | Strategic Planning | Financial ModelingPositioning | Project Management | Valuation | Optimizing Growth
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Vice President Of CommercialItsynchNew York, Ny, Us
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Senior Director Of FinanceMargaritaville At Sea Feb 2024 - PresentPalm Beach, Florida, UsCorporate Strategy, FP&A, Project Finance, Asset Acquisition -
Venture FellowVenture Cooperative Oct 2023 - Dec 2023New York, Ny, Us -
Investment Banking AssociateCredit Suisse Jul 2022 - Nov 2023Zurich, ChLed analyses including epi-builds, sum-of-the-parts, accretion / dilution, ROIC, LBO’s and DCF’s to derivevaluation.• Screened acquisition targets, created deal strategy and prepared client presentations.• Conducted strategic portfolio reviews, market research and due diligence to create theses on potentialacquisition targets.• Created CIM’s, management and lender presentations, and internal committee memos, as well as ledtransaction execution.• Co-manager on a $2.5bn Investment grade debt raise for MedTech company • Private placement agent for an ~€800mm investment into a Greek Oncology company to fundacquisition of target • Sell-side M&A advisor for a ~$20bn divestiture of 4 business segments of Pharmaceutical company -
Mba Private Equity AssociateSeven East Capital Jan 2022 - Jun 2022New York, Ny, Us•Recognized a gap in the telemedicine sector, leading the initiative to source and evaluate a startup with innovative virtual care solutions in southeastern United States•Developed a dynamic financial model for a potential home health acquisition, incorporating complex revenue scenarios leading to due diligence•Created a SWOT analysis and competitive landscaping for several potential sourced companies yielding to insights into potential risks and opportunities -
Investment Banking Summer AssociatePiper Sandler May 2021 - Jul 2021Minneapolis, Minnesota, UsHealthcare Group -
Vp - Senior Fp&A LeadCiti Aug 2019 - Aug 2020New York, New York, Us•Collaborated with Citi Card’s CIO and Business Management to strategically restructure the Citi Cards Book of Investments, resulting in over $30MM of annual gross expense reduction•Created $500MM annual, 5-year budget after being promoted mid-budget cycle to a partner facing leadership role in FP&A•Redesigned $100MM project amortization schedule, relating to program labor capital expenditures for Citi Card’s, accelerating both new project initiation and existing project completion target dates•Enhanced Citi Card’s non-labor outlook by creating $200MM expense recovery allocation and revenue forecasting models•Designed executive financial reporting packages and led all variance analyses for Citi Cards CIO and his Chief of Staff•Improved efficiency, expedited project completion, and created cost effective methods to accelerate ramp up time for several new initiatives by partnering with senior management to identify non productivity saves on prioritized projects -
Avp - Global Fp&ACiti Apr 2017 - Aug 2019New York, New York, Us•Engineered the complete financial reporting framework for newly developed organization - ODT, and established financial partnership between Citi Technology, Citi Consumer Lines of Business, and external vendors•Strategically repurposed $10MM of program inefficiencies to prioritized initiatives, expanding ODT’s global scope•Directed negotiations to restructure 4-year contract with major external vendor, creating not only $15MM of immediate shareholder value through liability write-offs, but also lowered software licensing fees and added asset improvements•Developed global executive financial packages representing $180MM of annual expense; created and led presentation of headcount analytics, monthly and mid-year forecasts, variance analysis, and quarterly reviews•Drove $20MM of productivity savings for 2018 through product volume and variable costs analysis related to business risk•Lead the production & analysis of deliverables such as Headcount Analysis (clocking and non-clocking) Monthly Outlooks, Quarterly Business Reviews, Annual Budget and Long Term Planning for Global Technology in excess of 180MM•Analyze and present monthly expenses to senior management identifying any variances and detailing action plans developed to ensure we will be accurately aligned with forecasts
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Financial AdvisorMerrill Lynch Feb 2016 - Mar 2017New York, Ny, UsFormulate asset allocation strategies according to the client’s investment profile, while making sure they are well diversified according market conditions and systematic risk, stemming from an in depth portfolio review.• Strategically invest clients in their respective investment vehicles after interpreting equity research reports, and projecting possible portfolio performance utilizing the Monte Carlo Simulation against 2000 different scenarios• Develop portfolio performance reports for the clients to evaluate their current strategies and assets; to then negotiate a new plan of action to achieve maximum potential -
Agencies Lending Securities Analyst/ Latin American CustodyDeutsche Bank Jun 2015 - Feb 2016Frankfurt Am Main, Hessen, De• Member of 8 person team responsible for developing and maintaining the non-cash margin lending program, in which securities are lent out while US treasuries are held as collateral; successfully implementing model months ahead of target completion date • Analyze and forecast market data while monitoring and projecting trade flow patterns to facilitate trade support, match and book trades, and lend on margin with counter parties for clientele. • Responsible for trade booking and managing market activity in excess of 800 margin accounts with 20 counterparties of US and International Markets, successfully collecting collateral daily• Research security allocation errors, trade breaks, and clientele inquires pertaining to collateral management and corporate actions within the clients portfolio rapidly resolve any issues with receiving or delivering assets and securities • Developed profitability and reconciliation reports detailing: monthly projections, frequency of booked trades, cash and margin balance statements etc. -
Client ServicesWells Fargo Feb 2012 - Jun 2015San Francisco, California, Us• Analyzed clients asset’s to develop an action plan supported by key facts, which resulted in providing client recommendations of products to achieve optimal results• Provided customers with information concerning various types of accounts and banking services, which contributed to retaining long standing business relationships
Stephen Perez Skills
Stephen Perez Education Details
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The University Of Chicago Booth School Of BusinessMaster Of Business Administration - Mba -
University Of Central FloridaFinance
Frequently Asked Questions about Stephen Perez
What company does Stephen Perez work for?
Stephen Perez works for Itsynch
What is Stephen Perez's role at the current company?
Stephen Perez's current role is Vice President of Commercial.
What is Stephen Perez's email address?
Stephen Perez's email address is pe****@****hoo.com
What schools did Stephen Perez attend?
Stephen Perez attended The University Of Chicago Booth School Of Business, University Of Central Florida.
What skills is Stephen Perez known for?
Stephen Perez has skills like Financial Projection, Revenue Forecasting, Financial Forecasting, Strategic Planning, Leadership, Microsoft Excel, Financial Analysis, Investments, Microsoft Powerpoint, Microsoft Word, Cognos, Microsoft Sql Server.
Who are Stephen Perez's colleagues?
Stephen Perez's colleagues are Alan Asmis, Joaquin Michelet, Leticia Elizabeth Vernaz, María Del Rosario Ardeti, Sofía Susana Salvo, Rodrigo Padilla, Santiago Gerhart.
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