Francesco Potenza

Assisting clients with high value-added custom models and analyses for both M&A transaction supports and business performance management purpose. Supporting clients with finance transformation rapid assessments, operating model design, KPI metrics design and implementation, and cost reduction initiatives in conjunction with post-merger integrations

Applied economic, financial, and analytical skills to assist clients with transfer pricing analysis and tax planning initiatives. Assisted clients in establishing shared service centers, examining centralized services and created models to allocate costs to affiliates.

- Managed the incorporation of Ares Re, working with advisors, attorneys, and dealing with financial regulators - Facilitated BoD meetings and presented financial results and plans - Directed cash management and investment policy implementation - Supervised financial reporting and forecasting processes - Supervised the underwriting and retrocession processes, and the formulation of reinsurance agreements - Supervised company solvency, risk management, and development of IBNR model

- Conducted strategic analysis and created business plan for starting up a new company abroad - Assisted the CFO with due diligence and scenario-driven investment decisions analysis - Liaised with IT resources and business analysts in order to development new reporting functionalities - Conducted market research for development of new insurance products and initiatives and coordinated their launch - Directed FP&A of insurance business and prepared monthly forecasts

Engaged in multiple financial services projects spanning from business process reengineering to analysis of financial, operational, competitor and marketplace information, from business functional analysis to definition and development of cost allocation models

Finance