Drew Vandemore

About Drew Vandemore

I am a Treasury Services Advisory professional holding an expertise in working capital improvement, banking/finance transformation, and treasury process improvement based in Charlotte, NC. My professional experience has crossed multiple disciplines in addition to my advisory work, ranging from commercial banking, consumer banking, financial and investment services, and information technology/operations. In addition to my professional experience, I am a graduate of Wake Forest University (Master of Business Adminstration), as well as the University of Connecticut (Bachelor of Science Resource Economics).

Experience

1. Manager - Private Equity Performance Improvement (Pepi)

   Alvarez & Marsal

   Mar 2024 — Present · Charlotte, NC, US

   As a Manager in our Private Equity Performance Improvement (PEPI) group, I advise clients and their portfolio companies on a variety of liquidity and working capital optimization opportunities. Responsibilities include- Strategic Analytics & Planning- Performance Measurement & Management- Oversee data collection, validation and analysis- Guiding team members in information gathering approach and ensure all relevant sources of information are pursued- Guiding and leading client interviews, asking inquisitive questions and understand different stakeholders’ perspective- Identifying knowledge gaps, guiding the team to challenge status quo, validate, disprove and/or develop better assumptions- Identifying key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization’s design, roles and team- Ensuring issues and opportunities are clearly and concisely presented to our clients- Understanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation- Directly responsible for overall project management and implementation- Own and complete a work-stream based on the pillars of services CFO Services provides- Ensure that our project approach, timeline and deliverables are logical, reasonable and accurate- Set and communicate client’s expectations consistently- Employing actionable plans (e.g. create initiatives to optimize working capital, instill a liquidity focused culture, improve transparency in processes and organizations)- Identifying risks and obstacles early on, create contingency plans and communicating timely with clients- Ability to identify where the pillars of services CFO Services provides are not functioning- Recognizing the current skills of team members and maximize their level of contribution- Sharing knowledge and experience, provide coaching to teammates

Education

• Wake Forest University School of Business

  Master of Business Administration - MBA

  2018 — 2019

• University of Connecticut

  Bachelor of Science (BS), Natural Resource Economics

  2011 — 2015

Skills

• Investments
• Customer Service
• Fixed Annuities
• Strategic Financial Planning
• Financial Analysis
• Outlook
• Time Management
• Insurance
• Powerpoint
• Microsoft Excel
• Internal Audit
• Microsoft Word
• Finance
• Public Speaking
• Financial Planning
• Retirement Planning
• Social Media
• Financial Modeling
• Microsoft Office
• Sales