Adam Levinson

About Adam Levinson

Accomplished and results-driven executive with a wealth of global experience in financial management, corporate development, business and data analytics, strategic business support, risk management, financial operations, and talent development- Proven track record of transformation, strategic thought leadership and problem solving of complex business issues- On forefront of building AI driven solutions for financial analysis- Continuously served as a trusted business partner, developing strong working relationships with senior executives, in order to influence change, drive decisions and achieve performance goals- Excellent communicator and leader, highly adept at acquiring and developing global talentThroughout my career I have held a number of progressive roles in financial and business strategy. This has afforded me different opportunities to work and support businesses across a diverse set of companies, business segments, markets, industries; and at varying stages of growthI am a graduate of Fordham University with an MBA in FinanceFeel free to contact me at a••••••••@gmail.com or (91••••••55

Experience

1. Head of Global Marketing Finance

   Citi

   Dec 2021 — Present · NY, US

   INVESTMENT OPTIMIZATION | FINANCIAL PLANNING | DATA-DRIVEN ANALYTICS | TRANSFORMATION | FINANCIAL REPORTING | RISK MANAGEMENT | AI• Trusted Finance partner for Citi Chief Marketing and Content Officer. Lead the Finance team responsible for global marketing investment decisioning across all business lines (inclusive of Personal Banking, Wealth, Institutional, Brand), including CMO strategic support. • Develop annual investment plans and multi-year outlook, deliver recurring reporting and forecasting, and recommend strategies to senior leadership in support of business strategy. • Develop consistent investment valuation methodologies, effective governance and analytical frameworks to enable superior decision making and to ensure effective trade-offs and business decisions. • Defined and executed significant transformation journey to elevate levels of reporting, economic return assessment and performance insights derived from investment book of work. • Partner effectively with wide range of key stakeholders to ensure strategic alignment (across Finance, Business, Product, and Analytics).• Development of financial investment cases for key partner negotiations and critical strategic initiatives.• Analyze industry trends and peer performance to help inform analytics.

Education

• Fordham Gabelli School of Business

  Finance

• University of Hartford

  Barney School of Business