Jennifer Arsenault
Palm Beach Gardens
Summary
Senior Professional with over 20 years of diverse corporate experience in business management, budgeting and forecasting as well as M&A Underwriting. Skilled in robust modeling and reporting to facilitate executive level decision making. Effective communicator to liaise across various functional areas and/or business units and promote organizational success. Strong leadership and interpersonal skills with a positive attitude.
Overview
31
31
years of professional experience
Work History
Managing Partner
Viper Partners
01.2017 - 10.2024
- Company Overview: Viper Partners was established in 2017 as a boutique M&A Investment Bank specializing in private healthcare practice transactions
- Built the Underwriting/Packaging department for the firm, which included building a team, onboarding 360 clients (private practice owners), and executing 77 transactions equating to over $681M worth of gross deal value
- Established and implemented business procedures and process improvements
- Mentored junior staff members, resulting in a more cohesive team and increased overall performance
- Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients
- Established clear communication channels within the organization, fostering collaboration among team members towards shared goals
- Increased client base by implementing effective marketing strategies and fostering long-term relationships
- Led recruitment efforts to attract top talent, contributing to a highly skilled workforce capable of meeting client demands effectively
Financial Planning & Analysis Lead
Welltower, Inc.
01.2012 - 01.2017
- Company Overview: Welltower is a recognized leader in providing consistent, low-cost capital to fund health care infrastructure and real estate
- Prepared annual budget and quarterly forecasts for a portfolio of over 260 medical office buildings
- Performed monthly analysis on actual results as compared with budget as well as same store reporting and managed a portfolio-wide total Net Operating Income of $345M
- Lead the budget process which included execution of an annual ‘bottoms up’ projection that required coordination across all functional groups (leasing, real estate management, asset management, property and revenue accounting, engineering & project management)
- Reviewed and analyzed the budget and associated assumptions, made recommendations for adjustments as necessary to support corporate goals, prepared supporting documentation and delivered executive presentations to the capital markets team and executive management
- Collaborated and consolidated quarterly forecast packages to provide insight to business changes as compared with the budget
- Prepared monthly reporting packages that provided an evaluation of portfolio-wide performance and quarterly support of external GAAP reporting including Board of Director materials (this included leasing and occupancy metrics, cash and GAAP NOI performance and same store analysis)
- Strategized on best ways to maximize same store cash net operating income growth through either rate optimization or improved economic occupancy
Independent Consultant
Shoes for Crews
06.2012 - 08.2012
- Assisted in annual budget compilation for private retail business
Associate Business Manager
NextEra Energy Resources
01.2007 - 01.2011
- Supported executive team in the overall management of 9 generating assets ranging from wind to solar energy technology
- Majority of time was spent completing budgeting and forecasting, analyzing P&L variances, and completing operational assessments
- Managed combined asset Gross Margin of $90.0M
- Lead in the development and compilation of comprehensive business/financial forecasts, business reviews, management reports, executive presentations and analyses in support of business unit's goals and objectives
- Recorded, reported, and analyzed monthly financial results, performed actual vs
- Budget variance analysis and developed contingency/action plans to ensure business remained on target to meet assigned business objectives
- Took the lead role in performing independent research, analysis, and reporting on financial and operational issues affecting the business unit
- Demonstrated project management skills inclusive of setting timelines/project plans/schedules, selected cross functional teams, established and delegated assignments and priorities, and delivered results in accordance with desired business/team objectives
Principal Financial Analyst, Corporate Forecasting & Budgeting
Florida Power & Light
01.2005 - 01.2007
- Project Manager for Corporate capital funding decision support tool: Asset Investment Strategy
- Lead on implementation across multiple Business Units
- Liaison between Executive and BU Management on roll out progress and results
- Coordinated and facilitated the Corporate R&D Budget
- Consolidated monthly Capital variance reporting for Monthly Operating Performance Report
- Increased financial efficiency by streamlining budget processes and implementing cost-saving measures.
- Optimized financial planning with accurate forecasting models, driving informed decision-making across departments.
Senior Business Administrator, Siemens Carrier Networks Division
Siemens, Information and Communications Ntwks, Inc.
01.2000 - 01.2005
- Coordinated all financial reporting and budgeting for a dozen business units, and maintained a 12 month rolling forecast for the division
- Provided monthly Profit & Loss analysis
- This included providing explanations for variances, asset management, standard margins, operational expenses and gross profit
- Prepared and presented to Senior Management a monthly financial package, highlighting Gross Profit, Non- operational expenses (M&S, R&D, G&A) along with headcount reporting
- Managed $16.0M Service Mediation Switch/Edge Routing Switch and $306.0M Legacy Switching solutions product lines involving the compilation and submittal of the Fiscal Year Budget
Senior Financial Analyst, F22/F119 Aerospace Program
United Technologies
01.1998 - 01.2000
- Lead Analyst on F22/F119 Program, Contract value $2.4 Billion and on the Engineering Assistance Program for Pre-Delivery Engines, Contract value $16.0M
- Presented monthly financial status along with variance to plan explanations of up to $20.0M to Senior Financial Management
- Earned Value Management (EVM) was used for the cost and schedule control of each project
Financial Analyst, Space Shuttle Main Engine Program
United Technologies
01.1996 - 01.1998
- Lead Analyst on NASA Space Shuttle Program, Contract value $199.3M; and Lead Analyst on Support Program, Contract value $38.2M
- Supported Program Management Office by presenting status reports in weekly and monthly reviews
- Prepared monthly closing packages complete with variance analysis of up to $15.0M and provided outlook projections
- Coordinated and submitted quarterly forecasts in support of achieving corporate financial plan sales, (EBIT), balance sheet/cash flow and funding objectives
Financial Management Training Program Associate
United Technologies
01.1994 - 01.1996
- Selected from limited list of High Potentials to be a part of the Financial Management Training Program, a prestigious 2-year rotational program with four, six-month financial rotations which exposed participants to the following financial functions: Disbursement Accounting; Product Delivery Center; Manufacturing Operations; Engineering Special Projects; Treasury; and Balance Sheet Analysis
Education
Master of Business Administration -
University of Miami
Coral Gables, FLBachelor of Science - Finance
Bentley University
Waltham, MASkills
- EBITDA Underwriting
- Client Engagement
- Financial reporting understanding
- Forecasting and Budgeting expert
- Revenue Growth
- Strategic Planning
- Profit and Loss Management
- Effective Communicator and Public Speaker
- Approachable leader
Timeline
Managing Partner
Viper Partners
01.2017 - 10.2024
Independent Consultant
Shoes for Crews
06.2012 - 08.2012
Financial Planning & Analysis Lead
Welltower, Inc.
01.2012 - 01.2017
Associate Business Manager
NextEra Energy Resources
01.2007 - 01.2011
Principal Financial Analyst, Corporate Forecasting & Budgeting
Florida Power & Light
01.2005 - 01.2007
Senior Business Administrator, Siemens Carrier Networks Division
Siemens, Information and Communications Ntwks, Inc.
01.2000 - 01.2005
Senior Financial Analyst, F22/F119 Aerospace Program
United Technologies
01.1998 - 01.2000
Financial Analyst, Space Shuttle Main Engine Program
United Technologies
01.1996 - 01.1998
Financial Management Training Program Associate
United Technologies
01.1994 - 01.1996
Bachelor of Science - Finance
Bentley University
Master of Business Administration -
University of Miami