School of Management at University of Binghamton – NY

Lancaster University

Innovation Consultant  -  ESG  -  Logistics

Technology Company, Business Process Design											
• Performed a gap analysis highlighting severity and risk, identified interim and scalable solutions, and proposed timelines for implementation for an information data strategy across two partnership structures.

Telecommunications Provider, Market Research											
• Developed go-to-market strategy for two adjacent to core business opportunities in cybersecurity including market sizing, partnership consideration, financial analysis of target buyer personas.
• Facilitated and synthesized customer interviews to identify paint points, expert interviews to identify industry trends and internal interviews to define company strengths to establish growth territories.

Accenture Song

Business Design Associate Manager

Railroad Company, Market Research									
• Recommended a 10 year $3.5B growth opportunity to leverage underutilized land in opportune markets to develop warehouses to generate rent and rail income.
• Researched markets and prioritized existing portfolio for development-based desirability, feasibility, and viability.
• Analyzed third party due diligence reports for site selection in preparation for an early start agreement with plans to negotiate a joint venture.

Re-Insurance Provider, Partnership Lead										
• Performed assessment of competitive landscape and user needs for ESG reporting tools tailored to meet private equity needs to drive product feature roadmap.
• Identified data providers, negotiated partnerships and developed integrations to differentiate data ingestion processes from competition, leading to product differentiation.
• Developed a go to market strategy including pricing plans, marketing, market sizing and customers acquisition once product at MVP stage, resulting in acquisition of 3 customers for MVP launch.

Food Manufacturing Firm, User Experience											
• Facilitated and synthesized 33 hours of stakeholder interviews to improve the company’s ability to recruit and retain talent for manufacturing workforce, resulting in churn reduction.
• Executed digital experimentation to identify important employee value propositions in order to revise existing job descriptions increase application rates up by 60% in 4 weeks.
• Identified and partnered with an on-demand labor marketplace to better capture labor along the demand curve reducing overtime costs, improving retention and fill rates.

Business Design Specialist

• Managed deal marketing and origination efforts for agented commercial banking facilities by producing teasers and offering memoranda detailing client and transaction-related information including structure, pricing and merits to drive investor interest.
• Served as point of contact for investors during and after syndication process to set expectations, answer underwriting questions, facilitate documentation and communicate loan performance updates.
• Modeled cash flow and availability projections through various scenarios to evaluate proposed deal structures for underperforming loans to identify the strongest framework that will gain buy-in from internal credit committee.

Umpqua Bank

Debt Capital Markets - Syndications

• Improved business efficiencies by streamlining operational functions to reduce errors and automate processes for clients using Excel.
• Coordinated implementation of Backstop (CRM), developed and executed marketing plan, and managed pipeline reporting.
• Lead client discovery calls to learn about companies’ business operations, growth expectations and financing needs.
• Analyzed financial and asset performance, projections, industry results and management to determine financing structure and pricing to deliver the prospective borrower a financing solution.
• Liaised with prospects and third parties throughout the due diligence process to prepare a credit memo with a comprehensive analysis identifying and addressing advantages and risks of the transaction.

Rise Line Business Credit

Associate

• Automate financial reporting in Excel to improve data accuracy and increase visibility for Global Clearing products generating about ~$500M of revenue annually 
• Prepare detailed analysis and financial reporting using PowerPoint, SAP and Essbase for monthly meetings with the business managers to present performance metrics and justify variance analysis 
• Conduct industry wide volumes analysis by mining data and developing Qlikview dashboards to advise management strategy for new business initiatives 
• Collaborate with the Client Service teams weekly to produce OTC Global Clearing monthly revenue forecasts in Excel 
• Analyze and explain P&L variances, monitor front to back processes to ensure controls, remediate reporting gaps and investigate trade breaks

JPMorgan Chase & Co.

Product Control

• Partner with technology, product, risk, legal and compliance teams to onboard 160 equities clients onto a proprietary platform to automate the distribution of client statements to improve ease of access and retention ability 
• Reconciled, verified and analyzed data across different platforms to investigate a $1.5M misallocation in expenses; offered resolution to better capture trade activity and more accurately allocate fees going forward 
• Manage and improve Futures & Options (F&O) and Electronic Client Services (ECS) reporting by developing macros in Excel to automate processes of generating invoices, reconciling receivables and checking data integrity 
• Review and provide trend analysis for commission revenue and expenses generated from trading activity to identify and correct unusual variances for ECS and F&O businesses 
• Effectively communicate with clients, line of business teams and related managers to facilitate system improvements 
• Ensure that clearance, execution, related fees and expenses are reconciled, allocated and recovered in compliance with signed agreements  
• Supervised changes to billing systems by developing project specifications and conducting user acceptance testing to satisfy the needs of business clients as specified by regulatory bodies

Arina Zanin