Sarah Faragalla

• Improves profits by attending deal review meetings for new business opportunities and makes financial recommendations to lower costs and increase revenue. • Forecasts revenue, new business opportunities, all expenses for Commercial Sector and Corporate Functions to create annual and multiyear budget plans of 220M in Contribution Margin. • Work with sales hunters and client’s partners to execute and implement new business plans. • Improves operating profit by managing and reducing overhead and administrative costs. • Generates reports and presentations to present to CFO and General Managers and advise on financial issues and changes in the business to make strategic decisions and pivot growth.

• Combines Finance and IT knowledge to support in the development, production, and implementation of cost models for IT environments, including NPV analysis to support the IT investment decisions that drive positive returns for the organization. • Evaluates model structures, metrics, and reflects changes in IT platforms, services, and industry standards to facilitate cost savings, pricing, and profitability. • Analyze units to run through the Cost to Serve model to determine cost savings of applications for different environments. • Estimate the cost of the infrastructure impact of Enterprise Release initiatives for PPOC’s to drive cost savings for the IT department. • Collect, process, and monitor monthly Cost to Serve units from infrastructure groups, and reports on costs generated by IT environments.

• Maintained and analyzed accounting data for all mutual funds • Extensive use of Wealth Management and Branch Net • Created new client accounts based on provided portfolio information • Organized financial accounts on behalf of overseeing financial advisor • Attended client conferences with prospective investors