Paul Greenfield
Senior Value Consultant @Workiva
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WORK HISTORY
Senior Value Consultant @Workiva
EDUCATION
Lehigh University
M.Eng. Management Science and Engineering
Lehigh University
B.S. in Finance
ABOUT PAUL GREENFIELD
Problem solver and problem identifier. I am a business strategist and former investment banker with expertise in financial modeling, project management, process optimization, and executive advisory. I am always looking for ways to scale and make processes more efficient, whether they\'re within my normal purview or not. At Salesforce, I advised our customers\' C-level executives on ROI-driven transformation strategies by identifying their pain points and articulating Salesforce\'s value through financial models and impacted KPIs. I also led cross-functional initiatives internally that streamlined knowledge sharing, enhanced sales enablement, and drove organizational efficiency. My prior experience in investment banking at Jefferies provided me with a strong foundation in financial modeling, data analysis, and client advisory.Outside of work I love spending time in nature, meditating, doing standup comedy, and traveling.
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