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    Adam Engelman

    Director of FP&A ♦ Finance Business Partner

    Professional Background

    Adam Engelman, MBA, is a distinguished finance leader with over 12 years of extensive experience across diverse sectors including Finance, Accounting, Strategy, Operations, and Investor Relations. With a remarkable talent for combining analytical prowess and an entrepreneurial mindset, Adam has dedicated his career to empowering CEOs and CFOs to enhance their decision-making processes. His strategic acumen and insights into financial matters have made him a trusted partner for top executives, helping them navigate complex financial landscapes with confidence.

    Adam's impressive career spans notable institutions such as Deloitte and Mastercard, where he served in various high-impact roles. As a Global Finance Manager for Strategic Finance at Deloitte, he played a crucial role in shaping finance strategies that boosted operational efficiency and financial performance. His time at Mastercard was equally significant; he held multiple positions including Director of FP&A for North America and Director of Investor Relations, where he was instrumental in refining financial narratives and guiding investor engagement strategies.

    Education and Achievements

    Adam's academic journey has been equally robust, laying a strong foundation for his professional success. He studied Leadership at the Institute for Management Studies and obtained an MBA in Financial Management from the Pace University - Lubin School of Business. Furthermore, he holds a Bachelor's degree in Finance and Operations from the prestigious University of Delaware, along with a solid grounding in Business from the University of Melbourne, Australia.

    Throughout his career, Adam has consistently achieved excellence, as evidenced by his expertise in strategic decision support, financial planning and analysis (FP&A), budgeting, forecasting, and process improvement. He is skilled at turning complex data into actionable insights that facilitate informed business decisions and drive growth. His contributions in board presentations, month-end close processes, and acquisition due diligence are notable highlights in his professional repertoire.

    Achievements

    • Transformational Leadership: Adam has excelled in developing and implementing comprehensive financial strategies that enhance organizational performance and operational success. His ability to forge relationships with internal and external stakeholders has set him apart in the competitive finance landscape.
    • Data-Driven Decision Making: A key strength of Adam's profile is his commitment to transforming data into actionable insights. His specialized skills in P&L analysis, variance analysis, and business case analysis empower C-level executives to make data-informed decisions that lead to sustainable growth and profitability.
    • Strategic Financial Planning: Adam has held pivotal roles in FP&A, where he has orchestrated financial plans that align with corporate strategies. His role as Finance Business Partner in various capacities has underscored his capability in budgeting, management reporting, and financial strategy, essential for long-term success.
    • Cross-Functional Collaboration: With a passion for cross-functional team leadership and mentoring, Adam thrives in collaborative environments where financial insights can illuminate strategic opportunities. His tenure in consultancy and finance demonstrates his versatility and ability to adapt to evolving market demands.
    • Industry Expertise: His broad exposure to industries such as professional services, consulting, technology, financial services, and real estate equips Adam with unique insights into industry-specific challenges and trends. This knowledge contributes to his ability to provide tailored financial solutions that address the specific needs of each sector.

    In summary, Adam Engelman, MBA, is a highly accomplished finance professional whose commitment to excellence in financial management and strategic planning empowers leaders to optimize their decision-making processes. His background reflects a blend of strong education, extensive experience, and a keen ability to understand and respond to complex financial challenges, making him a valuable asset to any organization seeking to enhance their financial health and strategic objectives.

    Related Questions

    How did Adam Engelman develop his expertise in strategic finance and financial analysis?
    What specific strategies has Adam Engelman employed to help CEOs and CFOs improve their decision-making capabilities?
    In what ways does Adam Engelman's entrepreneurial mindset influence his approach to finance and leadership?
    What are some notable examples of Adam Engelman's successful financial strategies implemented at Deloitte and Mastercard?
    How has Adam Engelman leveraged his educational background in finance to achieve success in various high-level finance roles?
    Adam Engelman
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    Location

    New York City Metropolitan Area