Allstate

Director of Finance

Senior Finance Manager

OrthoFi

Director of FP&A

Finance Manager

Financial Planning and Analysis Manager

Product Manager

Senior Financial Analyst

Staff Financial Analyst

Financial Analyst

Accountant

Senior Finance leader with expertise installing best-in-class finance operations to drive stronger corporate performance. 

My expertise is in transforming finance functions to improve efficiency and effectiveness. This involves assessing people, process, and product (reporting, analysis, forecasting, and consulting) to rebuild the function and drive operational excellence.

This often involves deploying modern tools and technologies to scale analytics and help executives make faster decisions. However, most finance teams underutilize their current resources and spending too much time on reporting. They struggle to produce actionable analytics to feed their forecast - I help finance teams fix this problem.

Ultimately, my skillset is rooted in turning finance teams into value-added, proactive operations.

Expertise in: 
- Budgeting
- KPI reporting
- P&L forecasting
- ERP implementation 
- Root cause analytics
- Operational planning
- Business unit strategy
- Multi-year forecasting
- Managing remote talent
- Automated dashboards/reporting

Financial tools & systems
- Excel
- Tableau
- Power BI
- Sage Intacct
- SAP BPC/HANA
- Business Objects
- Hyperion/Oracle Essbase
- Quickbooks Online/Desktop

Brett Hampson

DelfinGroup

Group Head of FP&A

VIA SMS Group

Main responsibilities:
1. Leading and owning the budgeting process;
2. Development of ﬁnancial models for ﬁnancial planning and forecasting purposes;
3. Conducting various ad-hoc analyses;
4. Participation in preparation of management reports and consolidated ﬁnancial statements;
5. Performing ﬁnancial controlling tasks.

Group FP&A and Controlling Expert

BIC Securities

Main responsibilities:
1. Generation of ideas for dealﬂow origination;
2. Market screening and prospects identiﬁcation;
3. Identiﬁed and approved prospects approaching and further communication;
4. Market research on recent deals and potential investors for indicative proposal preparation.

Associated Director, M&A Advisory

ECOMMPAY

Main responsibilities:
1. Assessment of new investment opportunities, including:
- reviewing pitch decks and supplementary materials like business plans, ﬁnancial models and technology demos,
- conducting research studies on underlying technology/product/concept and its perspectives,
- compiling lists of questions and necessary additional information,
- preparing summary report and conclusions on a potential investment.

2. Oversight and monitoring existing VC portfolio investments, interaction with management and preparation of periodic reviews of existing portfolio companies, including:
- drawing up and agreeing with investees’ management a list of data for periodic reporting,
- coordinating the process of preparing and receiving this data, 
- analyzing ﬁnancial data and client statistics, calculating and interpreting KPIs,
- checking the progress on pre-agreed short- and midterm goals completion,
- reviewing marketing activity, product development, partnerships and integrations.

3. Leading the buy-side M&A projects, including:
- analyzing and summarizing the information from Investment Teaser, Information Memorandum and Process Letters, 
- compiling and submitting a list of questions to seller's advisors, 
- preliminary valuation of the company, 
- conducting the Financial Due Diligence and gathering key ﬁndings of colleagues performed Commercial Due Diligence and IT Due Diligence,
- drafting Indicative Proposals and Binding Oﬀers, 
- in-depth study of the provided Share Purchase Agreement draft, 
- preparation of comments on the SPA content and drafting of alternative wording, which would be more aligned to our interests.

Corporate Development & Investments Manager

Main responsibilities:
1. Analysis of the client company;
2. Assistance in exit strategy development for owners of the client company;
3. Potential investors’ long-list compilation;
4. Investment Teaser and Information Memorandum preparation and further distribution to selected potential investors;
5. Communication with representatives of potential investors and coordination of next steps towards successful transaction execution;
6. Participation in Financial Due Diligence and Business Valuation assignments.

Senior Associate, M&A Advisory

Eventus Capital

Main responsibilities:
1. Client company expansion or market consolidation strategy development;
2. Market research and target companies screening and selection in accordance with established strategy and approved criteria;
3. Target companies financial analysis and valuation;
4. Establishment and maintenance of relationships with target company owners, organization and management of negotiations;
5. Target company due diligence coordination;
6. Sale/Purchase transaction structuring and execution;
7. Preparation of informative materials and reports (various presentations, descriptive teasers, valuation reports, due diligence reports, etc.);
8. Communication with third party representatives (banks, investment funds, legal advisers, etc.) and cooperation coordination;
9. Analysis and assessment of various potential projects.

Associate, M&A Advisory

BlueOrange Bank

Main responsibilities:
1. Client orders verification, acceptance and execution;
2. Trading in various financial market segments:
- fixed-income securities (corporate and sovereign bonds),
- equities and ETFs, 
- plain vanilla derivatives (futures and options), 
- FX,
- mutual funds;
3. Repurchase agreement (REPO) execution, prolongation and closure;
4. REPO collateral sufficiency control;
5. Executed trades booking into internal Brokerage Accounting System;
6. Brokerage department's data base maintenance and improvement;
7. Distribution of filled order confirmations and account reports;
8. Cash flow management between clients current and investment accounts;
9. Advisory and consulting on issues concerned with:
- current situation within the financial markets, 
- potentially prospective investments,
- peculiarities of services we provide;
10. Securities screening (in accordance with basic client-defined criteria) and further compiling of a list with the most appropriate ones;
11. Writing informative articles about recently introduced investment products.

Investment Broker

CBL Asset Management

Main responsibilities at Equity fund management department:
1. Polish equity market's structure and current market conditions analysis and its development 
dynamics analysis;
2. Polish pension system's structure analysis and the system performance specifics aspects research;
3. Polish Open Pension Funds (OPFs) number, size, financial condition, investment policy and assets under OPFs management structure analysis;
4. Analysis of the role of OPFs in Polish financial markets activity
5. Research of new applicable investment rules and various changes introduced by the Polish pension system reform (came into power in December 2013) 
6. Analysis of the Reform potential impact on the activity of Polish OPFs and Polish financial markets;
7. Aggregated conclusions and recommendations providing on issues concerned with investment 
opportunities in the Polish equity market.

Main responsibilities at Bonds fund management department:
1. Screening and selection of companies and their corporate bonds taking into account internal fund investment policy's requirements;
2. Selected companies business activity, shareholders structure and management organizational 
structure analysis;
3. Companies financial analysis and credit risk analysis;
4. Companies 'Cash Flow Forecast'​ construction;
5. External credit ratings of analyzed companies analysis and evaluation of degree of soundness of 
these ratings;
6. Companies SWOT analysis;
7. Companies corporate bonds pricing evaluation and return/risk trade-off analysis;
8. Aggregated conclusions and 'Buy/Hold/Sell'​ type recommendations providing on issues concerned with investment in analyzed corporate bonds.

Investment Analyst (Intern)

Swedbank

Main responsibilities:
1) provide consultations on issues concerned with the Euro adoption;
2) support customers with all the necessary information about the Bank's products and services;
3) help customers to employ effectively the self-service opportunities such as Internet banking, Automated Teller Machines (ATM) and Cash Deposit Machines (CDM);
4) offer customers to purchase various products during the time of consultations at the Internet banking terminal;
5) help Customer Service Specialists to accomplish their routine duties not related to consultations and other similar services.

"Euro Consultant"​ (Intern)

SEB banka Latvia

Main responsibilities:
1) implement various activities in order to support the branch document workflow management;
2) perform the branch credit portfolio reviews;
3) report the results of loan borrowers credit files reviews; 
4) report the results of a reappraisal of the collateralized property; 
5) input financial reports brought by corporate customers into the Bank information system;
6) help customers to employ effectively the self-service opportunities such as Internet banking and Automated Teller Machines (ATM);
7) offer customers to purchase various products during the time of consultations at the Internet banking terminal;
8) support customers with all the necessary information about the Bank's products and services;
9) help Customer Service Specialists to accomplish their routine duties not related to consultations and other similar services;
10) make informative overviews (with interpretations and recommendations) of various SEB investment funds performance at the request of customers.

Assistant (Intern)

Dmitrijs is a thirty-four-year-old Financial industry specialist with 10 years of experience, seven of which in Investment Banking (M&A Advisory & Valuations, Corporate Development & Investments, and Brokerage) and three years in FP&A and Controling.

He holds a Bachelor's degree in Business Administration from Ventspils University of Applied Sciences. In addition to undergraduate studies, Dmitrijs went through several extensive programs and have obtained such designations as Advanced Financial Modeler (AFM) Accreditation, Financial Modeling & Valuation Analyst (FMVA) Certiﬁcate, Commercial Banking & Credit Analyst (CBCA) Certiﬁcate, Commercial Real Estate Finance (CREF) Specialization and the ESG Specialization. He has also successfully passed the CFA Level 3 Exam.

Throughout his career, Dmitrijs gained vast in-the-field experience and developed advanced skills in Financial Modeling, Planning & Forecasting, Analytics & Research, M&A, Valuation, Investments, Controling & Reporting, Financial Management, and Project Management.

taplio

The Battle

Brett Hampson

Dmitrijs Suharevskis, AFM, FMVA, CBCA

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