Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic

Kelly Zarah

Essex Fells,NJ

Summary

Talented financial leader bringing 15+ years of experience working with various industries. Proven leadership and successful in business oriented decision making, excellent financial analysis and leading teams in achieving goals. Accomplished in working with executive leaders to develop business, financial and growth strategies.

Overview

20
20
years of professional experience

Work History

North American Pricing Manager

The Boston Consulting Group
02.2015 - 05.2021
  • Member of BCG’s small and integral client team, responsible for capturing innovations, driving cutting edge financial analysis and facilitating change
  • Create global decks for BCG senior management which report current global pricing metrics, identify trends, address any needed action & suggest paths forward
  • Principal member of a team that developed global pricing metrics which are used to understand price realization across all BCG offices
  • Develop guidelines around at-risk pricing schemes and facilitate global roll-out of additional at-risk initiatives in an effort to ensure premium client value, successful pricing application and accurate reporting
  • Responsibilities include setting rates, reviewing clauses and at times negotiating with client leadership
  • Analyzed customer data to develop targeted pricing strategies for improved customer satisfaction and revenue growth.
  • Led a team of analysts to optimize pricing models, improving overall financial performance.
  • Demonstrated adaptability in responding quickly to changing market conditions, allowing the company to stay ahead of competitors and maintain profitability.

Finance Supervisor

The Boston Consulting Group
07.2013 - 02.2015
  • NJ office finance leader; responsible for overseeing all aspects of the function including budgeting, office planning, projections, revenue/cost tracking, people management and development, invoicing, payables, etc
  • Thought partner with NJ leadership on all aspects of business management
  • Developed standalone finance infrastructure for NJ office which had previously been under NYC supervision and for the US Expense Hub which was created in NJ in 2010
  • Developed and led partner, principal and project leader trainings which focused on client contracting, pricing, managing budgets and other finance topics to ensure their success as office leaders
  • Created people/facility forecasting, partner and principal meeting slide decks and several ad-hoc requests for NJ leadership
  • Supervisor of the US Expense Hub and responsible for all aspects of its day to day operations including management and development of four employees
  • Received the highest possible feedback on all scorecards

Senior Financial Analyst

The Boston Consulting Group
09.2009 - 07.2013


  • Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
  • Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
  • Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
  • Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
  • Received the highest possible feedback on all scorecards

Senior Finance Analyst

American Capital, Ltd
12.2006 - 05.2009
  • Conducted financial and accounting due diligence for pre-and post-investment merger and acquisition engagements that resulted in more than $600 million in debt and equity investments across all industries
  • Completed complete reviews of each potential company's accounting and finance department, systems and processes; complete analyzation of the financial statements
  • Led the European portfolio from inception the relocated to London and facilitated the transition of American Capital's European portfolio to European Capital analysts and managers in London
  • Performed quarterly valuations on more than $1 billion in portfolio of investments in middle market companies & directly presented these to senior management including CEO
  • Supervised and coached analysts who also were working on the companies
  • Received the highest possible feedback on all scorecards

Finance Analyst

American Capital, Ltd
12.2005 - 12.2006


  • Monitored and performed financial analysis on the performance and accounting of a portfolio with more than $1 billion in middle-market company investments
  • Compiled data, reports and year-end audit information.
  • Strengthened internal communication between finance department and other business units, fostering collaboration towards shared objectives.

Audit Assistant

Deloitte
10.2003 - 10.2004
  • Performed financial audits and reviews on the financial statements of both private and public entities companies including Booz Allen Hamilton, Curtiss Wright, Pathmark and Advanced Auto Parts
  • Received the highest possible feedback on all scorecards

Private Equity Fund of Funds Intern

Deutsche Bank
06.2001 - 08.2002
  • Reviewed potential investments, developing write-ups and a complex spreadsheet to track and organize potential investments before presenting findings to superiors


Education

Bachelor of Business Administration - Accounting

University of Notre Dame
Notre Dame, IN
01.2003

Skills

  • Budget and Financial Forecasting
  • Financial statement review
  • AP/AR invoicing
  • Team Oversight
  • Financial Management
  • Risk Management
  • Pricing and costing
  • Negotiation

Awards

  • BCG North America Regional BST Award, 2014
  • Social Impact Award, 2013

Timeline

North American Pricing Manager

The Boston Consulting Group
02.2015 - 05.2021

Finance Supervisor

The Boston Consulting Group
07.2013 - 02.2015

Senior Financial Analyst

The Boston Consulting Group
09.2009 - 07.2013

Senior Finance Analyst

American Capital, Ltd
12.2006 - 05.2009

Finance Analyst

American Capital, Ltd
12.2005 - 12.2006

Audit Assistant

Deloitte
10.2003 - 10.2004

Private Equity Fund of Funds Intern

Deutsche Bank
06.2001 - 08.2002

Bachelor of Business Administration - Accounting

University of Notre Dame
Kelly Zarah