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
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
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