Sandra Ziegman

Led fiscal management strategy and CFO-level portfolio assessments for seven managed golf courses, driving budgeting, forecasting, and EBITDA objectives. Partnered with sales and marketing leaders to support revenue generation for promotion of luxury-owned properties.

Developed annual operating plans and quarterly business outlooks, producing executive presentations and detailed financial analyses for fixed income spread products. Streamlined quarterly returns file procedures, improved indirect expense re-allocation strategies, and supported securitization and client-pipeline analytics.

Owned enterprise business strategy analysis, coordinating quarterly budgeting and forecasting with senior management. Led affiliate billing and enterprise committee reporting, including financial reporting across P&C lines and analysis of management fees and billing structures for newly acquired insurance.

Directed project operations for a third-party bank account portal built on Salesforce Communities and managed monthly/quarterly bank reconciliations and financial analysis. Improved fraud prevention and data integrity, maintained property management reporting in Tableau, and automated missing-contract and past-due payment reports using macros to enhance accuracy and efficiency.

Built multi-case five-year projections for each business segment and owned budgeting plan modeling and forecasting. Developed management packages ahead of acquisition by SoftBank and produced weekly actual/budget/forecast performance reporting focused on revenue generation.

Performed FP&A and owned financial modeling supporting budgeting and forecasting, responding to ad-hoc investor requests with senior management. Overhauled fund expense allocation to uncover a 25% cost opportunity reduction and maintained AUM and forecast reporting for complex funds.

Led month-end expense accrual reporting and supported C-level communication, enhancing offshore capability to compare projected vs. incurred expenses. Reduced P&L exposure by analyzing FX-related asset impacts and removed FX revaluation from the balance sheet in collaboration with treasury.

Supported FP&A for alternative investment management and deferred equity finance analytics, performing financial analysis aligned to senior stakeholder requirements. Delivered reporting and analysis to support planning and decision-making across investment-related activities.

Earned a Bachelor of Science in Accountancy at George Washington University in Washington, D.C.