Zorina Sendler, Cfa, Msa Email and Phone Number
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I am passionate about driving sustainable profitable growth and increasing enterprise value. I focus on providing strategic and operational financial guidance to private, PE backed, high growth companies. With positive energy and commitment to excellence in everything I do, I value intellectual curiosity, creativity and forward thinking. As a skilled financial storyteller and seasoned leader, I bring financial discipline to decision making, entrepreneurial thinking and analytical rigor to achieve results. I am passioned about scaling financial operations, while driving greater data transparency and financial accountability across the organization. FINANCIAL STRATEGY+ Set effective cost management strategies, policies and procedures+ M&A diligence, financial modeling and planning+ Business Case modeling and ROI, pricing+ Insightful financial reporting and data governance+ Strategic Planning and Modeling, Cash Flow management+ Debt upsizing and lender reportingExamples:• Led M&A due diligence, modeling and performance tracking on 20+ M&As with $500+m in revenue.• Led establishment of onshore Center of Excellence office resulting in $2.5m+ in annual savings.• Spearheaded Value-Based pricing strategy that resulted in 15%+ in gross margin improvement.LEADERSHIP & COMMUNICATION+ Effective communicator and inspiring leader + Lead with integrity, positive energy and compassion+ Champion of teamwork and collaborationExamples:• Built best in class FP&A functions recognized across the company for delivering data driven insights• Manage and inspire high performing global teams with 90%+ retention rate.PROCESS IMPROVEMENT & OPERATIONAL EFFICIENCY + Implementation of financial systems and tools, ERP implementation+ Shorten financial close through process automation+ Process optimization and scalability+ Create business analytics tools and institute effective planning processesExamples:• Developed operating cost model to enable driver-based planning process and shorter process flow.• Built loan modification tool that helped to improve customer service and loan servicing workflows.• Enabled planning scalability, leading the financial model upgrade using Workday Adaptive software.
Sensiba Llp
View- Website:
- ssfllp.com
- Employees:
- 449
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Chief Financial OfficerSensiba LlpCalifornia, United States -
Chief Financial Officer, Fractional Cfo, Vp Of Finance, Fp&A Executive - Seeking New OpportunityOpen To New Opportunities Oct 2024 - PresentCaLeveraging more than 25 yrs of progressive experience in Accounting and Finance, I have the expertise and passion for advising on effective financial strategy, robust cost control measures, creating financial policies and procedures, delivering data driven financial insights and managing full scope of financial operations for the small to mid-level organizations. With extensive hands-on experience in M&A deal modeling and planning, debt fundraising, business partnering and ERP implementations, I can immediately add value by addressing company's strategic priorities and driving operational improvements. I focus on bringing positive change and help drive organizational growth while using excellent business partnering skills, dynamic leadership style and results oriented approach to problem solving.+ Operationalize and elevate Finance function+ Manage M&A diligence and modeling+ Oversee planning and business analytics+ Manage investor relations, management reporting+ Drive debt fundraising+ Scale financial processes through optimization and automation+ Lead ERP implementations -
Enrolled In Chief Financial Officer (Cfo) Executive Program (Completion March, 2025)Duke University - The Fuqua School Of Business Aug 2024 - PresentDurham, Nc, UsIn the spirit of continuous learning and professional excellence, I decided to pursue Chief Financial Officer (CFO) Executive Program at Duke university. I am thrilled to be accepted into this selective program that is designed for current and aspiring CFOs. The program offers valuable guidance and effective tools for senior Finance leaders to deepen their strategic thinking and decision-making skills. The program emphasizes innovative approaches and tools necessary to navigate through complex business and market environment:+ Corporate tax strategies + Capital structure+ Technology advancements+ Strategic negotiations and deal making+ Regulatory Compliance+ Human capital strategies+ Restructuring and M&A strategies -
Sr. Director, Head Of Corporate Fp&A And Investor ReportingEisneramper Oct 2022 - Sep 2024New York, Ny , UsLed firmwide financial planning, analysis, and reporting function for PE backed Top 20 National Business Consulting and Accounting firm with over $1.2 Billion in annual revenue. Responsible for delivery of insightful financial information and effective decision support to executive management and board. Promoted financial accountability by facilitating business reviews, deep dive into performance trends and KPI analysis. Directly reported to CFO and led impactful, high performing global team of 25 finance professionals located in US and India. + Managed M&A planning, performance and synergies reporting+ Led Cash Flow forecast and strategic financial planning+ Responsible for firmwide short- and long-term planning processes+ Managed upgrades to financial planning and reporting tools+ Served as strategic business partner and advisor to Business Unit and Operations executives+ Key leader in implementing SAP ERP and led design and buildout of financial planning model.+ Achieved significant improvements in management reporting capabilities and scalability of planning.+ Oversaw financial due-diligence for successful debt upsizing. -
Sr. Director, Head Of Corporate Fp&A And Business AnalyticsArmanino Llp Jan 2020 - Jul 2022San Ramon, Ca, UsMember of senior leadership team responsible for managing firmwide planning, financial reporting and business analytics functions. Directly reported to CFO and led a top performing team of 8 finance professionals. Positively impacted the organization by advising on financial management improvements, developing new and enhancing existing policies and procedures, leading financial decision support activities across the business units. Managed KPI reporting and analysis, financial modeling, created and upgraded analytical tools / dashboards. + Established firmwide FP&A function supporting business growth of 25% per year.+ Built dashboards and analytical tools to provide KPI, trend performance insights+ Instituted quarterly business review process and developed target setting framework.+ Managed strategic planning, modeling, performance tracking for 14 M&As.+ Enhanced financial planning process using driver-based planning and model upgrade. + Led establishment of onshore Center of Excellence resulting in $2.5M of annual savings+ Successfully completed key milestones of Workday ERP implementation process -
Director Of Financial Planning And AnalysisArmanino Llp Jan 2017 - Dec 2019San Ramon, Ca, Us+ Managed firmwide planning, financial analysis and modeling, and financial reporting.+ Launched firm’s Idea Council to promote creativity and gather ideas on a firmwide basis.+ Managed M&A due-diligence efforts, financial modeling and planning.+ Created strategic 3 yrs financial model, developed assumptions and presented results. + Responsible for managing and mentoring 5 team members. -
Manager Of Financial Planning And AnalysisArmanino Llp Dec 2014 - Dec 2016San Ramon, Ca, Us+ Built and managed firmwide FP&A function + Responsible for Partner Accounting+ Developed quarterly business review process and facilitated KPI reporting+ Managed 2 financial analysts -
Principal Senior Financial ConsultantKaiser Permanente Aug 2009 - Nov 2014Oakland, California, UsKey member of Finance team responsible for KP - IT financial and management reporting; organization with annual operating costs of $3.0 Billion. Focused on variance to plan reporting, ad-hoc analysis, forecast, budget, strategic planning, and financial modeling. Worked with business partners to ensure alignment to strategic objectives, highlighting business factors driving financial performance and prepared management presentation packages to senior leadership. + FP&A SME responsible for producing timely and accurate financial reporting.+ Facilitated successful rolling and quarterly forecasts, annual budget.+ Identified impact of operational decisions, financial issues and recommended actions.+ Oversaw data gathering supporting driver-based planning framework. + Prepared business cases using financial modeling, estimation of costs and benefits+ Delivered training on Cognos TM1 planning and reporting capabilities.+ Drove key milestones in system upgrades including UAT and writing of test scripts -
Finance Manager - Credit Risk ManagementIrwin Home Equity Jan 2006 - Jul 2009UsOversaw financial reporting for $1.4B investment loan portfolio with focus on risk management, profit / loss analysis. Provided guidance and decision support by using financial tools and models to calculate NPV, ROI, and risk modeling tools. Managed Loan Pricing model and ensured accuracy of assumptions, model stress testing and external audit procedures. Built and developed a team of 5 highly skilled financial analysts.+ Enhanced portfolio management strategies by identifying ways to improve ROI.+ Improved forecast accuracy by 50%, defining and improving cost drivers affecting performance+ Increased customer service efficiency and loan servicing workflows by 300%
Zorina Sendler, Cfa, Msa Skills
Zorina Sendler, Cfa, Msa Education Details
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Boise State UniversityInternational Business -
Boise State UniversityAccountancy (Emphasis: Audit) -
The Wharton SchoolBusiness Analytics -
Duke University - The Fuqua School Of BusinessDuke Executive Education
Frequently Asked Questions about Zorina Sendler, Cfa, Msa
What company does Zorina Sendler, Cfa, Msa work for?
Zorina Sendler, Cfa, Msa works for Sensiba Llp
What is Zorina Sendler, Cfa, Msa's role at the current company?
Zorina Sendler, Cfa, Msa's current role is Chief Financial Officer.
What is Zorina Sendler, Cfa, Msa's email address?
Zorina Sendler, Cfa, Msa's email address is zo****@****llp.com
What is Zorina Sendler, Cfa, Msa's direct phone number?
Zorina Sendler, Cfa, Msa's direct phone number is (925)-790*****
What schools did Zorina Sendler, Cfa, Msa attend?
Zorina Sendler, Cfa, Msa attended Boise State University, Boise State University, The Wharton School, Duke University - The Fuqua School Of Business.
What skills is Zorina Sendler, Cfa, Msa known for?
Zorina Sendler, Cfa, Msa has skills like Financial Modeling, Financial Analysis, Forecasting, Finance, Accounting, Analysis, Management, Leadership, Risk Management, Budgets, Project Management, Financial Reporting.
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