Sarah Payne
Richmond,VA
Summary
Highly productive Financial Planner driven to develop and maintain lucrative client relationships. Results-oriented and known for streamlining administrative tasks. Looking for a new opportunity where attention to detail and financial planning experience will be appreciated.
Overview
19
19
years of professional experience
Work History
Financial Planning Lead
ALIVIA TAYLOR MONROE
Richmond, VA
05.2021 - Current
- Assist in the development of customized financial plans tailored to launching a startup.
- Prepare detailed agendas, relevant documents, and visual aids.
- Execute monthly, quarterly, and annual updates to budget and forecast.
- Assist with any payroll or salary queries.
Manager, Financial Analysis
INMAR INTELLIGENCE
04.2020 - 04.2021
- Managed financial planning and performance analytics for Digital Publishing Promotions (approximately $150 Million in Revenue), the largest product in the Company portfolio
- Executed weekly revenue flash reporting and performance analysis for senior leadership.
Senior Business Analyst
WAKE FOREST BAPTIST MEDICAL CENTER
01.2015 - 03.2020
- Supported financial operations of inpatient units and Pediatric Emergency Department at Brenner Children's Hospital, a facility with approximately 160 beds
- Developed and implemented annual operating and capital budgets as well as special order equipment requests
- Completed monthly operating reports to assess financial performance versus budget and forecast.
Manager, Investor Relations and Finance
KATE SPADE & COMPANY (dba TAPESTRY, INC.)
10.2009 - 09.2014
- Created all investor presentations and provided company information to investors; assisted with analyst meetings, strategic projects, public filings and roadshow presentations
- Coordinated completion and distribution of Board materials to company Board of Directors
- Maintained and updated forward-looking company earnings model
- Performed valuation analysis of potential strategic activities and managed due diligence processes (including Mexx Joint Venture transaction).
Senior Analyst, Financial Planning & Analysis
PEPSICO, INC.
09.2007 - 09.2009
- Consolidated monthly forecast and long-term strategic plan for Beverages division (over $1 Billion in Operating Profit)
- Built and maintained dynamic brand-level Profit & Loss statements (P&Ls) for portfolio optimization
- Assisted controllers and senior managers in monthly close process, P&L reviews and presentations regarding financial performance
- Led business user testing and readiness training for implementation of SAP Business Planning and Simulation (BPS) functionality.
Investment Banking Analyst
MERRILL LYNCH & CO. (dba BANK OF AMERICA)
07.2005 - 07.2007
- Created dynamic financial models for transactions including leveraged buyouts, mergers and acquisitions, recapitalizations and public offerings of equity, debt and convertible securities
- Performed company valuations using discounted cash flow analysis, public company and precedent transaction comparable analyses
- Conducted extensive industry research and executed financial and operational due diligence.
Education
Bachelor of Science in Commerce - Finance & Marketing
UNIVERSITY OF VIRGINIA
Charlottesville, VA05.2005
SOUTHAMPTON HIGH SCHOOL
Courtland, VA01.2001
Skills
- Financial Planning & Analysis
- Communications
- Business Development
- Strategic Planning
- Investor Relations
- Project Management
- Verbal and Written Communication
- Accurate Record Keeping
Timeline
Financial Planning Lead
ALIVIA TAYLOR MONROE
05.2021 - Current
Manager, Financial Analysis
INMAR INTELLIGENCE
04.2020 - 04.2021
Senior Business Analyst
WAKE FOREST BAPTIST MEDICAL CENTER
01.2015 - 03.2020
Manager, Investor Relations and Finance
KATE SPADE & COMPANY (dba TAPESTRY, INC.)
10.2009 - 09.2014
Senior Analyst, Financial Planning & Analysis
PEPSICO, INC.
09.2007 - 09.2009
Investment Banking Analyst
MERRILL LYNCH & CO. (dba BANK OF AMERICA)
07.2005 - 07.2007
Bachelor of Science in Commerce - Finance & Marketing
UNIVERSITY OF VIRGINIA
SOUTHAMPTON HIGH SCHOOL