Adam dion Strategy Consulting Manager

Manager, Finance Transformation Strategy

Deloitte

Jun 2022 - Current (4 years)

Advisory Consulting Manager, Finance Transformation Strategy (Contract)

PwC

Oct 2021 - Jun 2022 (9 months)

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Senior Financial Architect, Technology Finance Strategy

LibertyMutualBoston,MA2020-2021

Jun 2020 - Oct 2021 (1 year 5 months)

Senior Consultant, Financial Operations Strategy

Accenture

Jan 2018 - Jan 2020 (2 years 1 month)

• Extensive experience in financial services, management consulting, business transformation, change management, project management, cyber security, shared services, and several other related fields • Client facing roles involving high level executive conversations and decisions • Managing analyst level employees on engagements • Common activities including performing research, assessing organization needs, conducting business analysis, organizing workshops, presenting data, and project management • Advanced consulting skills including data analytics, financial risk management, SaaS environment transformation, business model strategy, business process design, requirements analysis, enterprise design, functional design, quality assurance

Private Equity & Alternative Investment Senior Finance Operations Analyst

State Street Corporation

Jan 2015 - Jan 2017 (2 years 1 month)

• Monthly/quarterly reported direct investment/debt private equity funds • Analyzed sales and closing for 50 million+ private equity investment portfolios • Responsible for client acquisition and retention for investment portfolios • Analyzed data of fund positions, trends, forecasts, commissions, and potential investments • Creating fund analytics models for future forecasting • Daily valuation and NAV calculation of hedge fund and private equity portfolios • Communicated daily with external and potential clients • Process expense payments, pay downs, and adjustments in accounting systems • Managed four lower-level associates

Hedge Fund Valuation Senior Analyst

BNY Mellon

Jan 2013 - Jan 2015 (2 years 1 month)

• Analyzed sales and closing for 20 Million+ hedge investment portfolios • Creating pre-client fund forecasting models used in the sales process for investment products • Daily accounting of hedge fund portfolios • Daily creation and updating of financial statements • Researched discrepancies in account reconciliations • Reviewed daily, weekly, and monthly financial statements

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Sergeant, Military Police

United States Army National Guard

Jan 2012 - Jan 2020 (8 years 1 month)

• Full time Active Duty and Reserve Duty • Member of the 211 th MP Brigade • Campaign Medal

Bank Loan Accounting Specialist

State Street Corporation

Jan 2010 - Jan 2013 (3 years 1 month)

• Responsible for daily maintenance and record keeping for Syndicated Bank Loan Investments held in various mutual funds, bonds, and other structured portfolios for various SSC clients • Analyzed client reporting data for future transactions • Processed trades, booking receipts, and disbursements • Prepared standard and ad hoc reporting for both internal and external customers • Consistently organized daily responsibilities to efficiently meet deadlines

Adam dion

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