Zach Cole Email & Phone Number

Bothell, Wa, Us

Woodinville, Wa

Drove systems and process improvement for transformation initiatives across global organization. Provided strategic and tactical leadership regarding development and implementation of new processes, reporting and KPIs by identifying organizational impacts related to specific changes in process and/or technology.Professionally challenged traditional ways of thinking and spearheaded new approaches through engagement with key stakeholders regarding future and changing needs. Utilized advanced analytic and modern programming techniques to design, build and promote solutions to mine data, analyze risks/opportunities and transform learnings into actionable results.Lead development and implementation of Zero-Based-Budgeting (“ZBB”) by working cross functionally to integrate new, company-wide budgeting process into overall management system. Drove visibility & accountability through reevaluation and restatement of nearly $4 billion of relevant spend.Developed and implemented Corporate KPIs, management dashboards, performance metrics and other periodic reporting regarding ZBB program management. Presented recommendations, challenges and “road map” to meet project deliverables to CFO and senior leadership.Defined new budgeting/reporting standards and practices and retooled financial systems accordingly. Ensured speedy, successful implementation through training and dynamic monitoring of roughly 500 end users.Developed, built and implemented several proprietary systems and tools, including the first-ever inventory and tracking system for company’s ~10 million hard container assets.

Extensive financial model design and construction using Excel, Access, VBA, Bloomberg API, Access, C++, others.Provided senior executives with recurring and on-demand investment recommendations in addition to analysis of existing equity, currency, fixed income, hedge/derivative, and private equity holdings.Dramatically reduced administrative upkeep hours and greatly improved both portfolio transparency and accuracy by digitizing existing, paper-based systems and building all related software needed to reconcile haphazardly maintained asset valuations and cash flows.Designed, populated and produced monthly written reports regarding overall trust performance, risk analysis, asset allocation and macroeconomic issues, among other topics.Designed, implemented and administered several SQL and Excel-based relational databases.Served as interim manager for the client's substantial private equity portfolio for roughly nine months, negotiating several full and partial (shared-commitment) secondary market transactions during that time. Broad experience within the private equity space having worked extensively with buyout funds (domestic and international; heavy focus on energy), venture funds (tech, biotech) and distressed strategies.Designed, published and maintained digital and printed reports for internal and external purposes.Trained junior and senior staff on everything from software basics to use of custom accounting systems.