Jeff Vallera

About Jeff Vallera

CFA Charter holder with 15+ years of increasingly responsible experience and numerous…

Experience

1. Sr Financial Systems Analyst

   Cynosure, LLC.

   Mar 2020 — Present

   Led implementation of Adaptive Insights to address official financial reporting and annual planning needs for a 700-person,$300 million medical aesthetics company.• Strong understanding of building reports using office connect, utilizing integration features, utilizing constant currency reporting functionality, creating metric accounts and other shared formulas• Drove integration of SAP with Adaptive that reduced amount of time needed to produce monthly financial results in Adaptive from hours down to a few minutes• Built various revenue dashboards using PowerBI that members of senior management could access on demand.• Primary finance lead responding to due diligence requests during company merger/due diligence process.• Lead annual and mid-year P&L forecast cycles and monthly P&L reviews with CFO and other members of finance team.

Education

• Questrom School of Business, Boston University

  M.S., Investment Management

  2008 — 2009

• Bentley University

  B.S., Finance

  2001 — 2005

Skills

• Mutual Funds
• Risk Management
• Essbase
• Bloomberg
• Excel Models
• Process Improvement/Automation
• Foreign Exchange
• Derivatives
• Financial Analysis
• Performance Attribution
• Capital Iq
• Sql
• Hyperion Interactive Reporting
• Municipal Underwriting
• Valuation
• Credit Risk
• Ms Excel Pivot Tables
• Counterparty Risk
• Corporate Finance
• Equity Research
• Hedge Funds
• Fixed Income