Open to opportunities

Zane Basile

@zanebasile

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Strategic finance leader driving FP&A, fundraising, and scalable financial operations.

United States

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What I'm looking for

I seek senior finance roles where I can lead FP&A, support fundraising/M&A, build high-performing teams, and implement scalable financial systems.

I am a strategic finance leader and CFA charterholder with extensive experience in financial planning, forecasting, and capital management for high-growth organizations.

I partner with executive teams to shape financial strategy, support fundraising and M&A, and optimize operating models to enhance profitability and scalability.

I have led cross-functional initiatives that reduced forecasting variance, improved resource utilization, and negotiated improved credit facilities, delivering multimillion-dollar savings and improved access to capital.

I build and develop high-performing finance teams, implement financial planning systems such as Anaplan, and present board- and investor-grade financial insights to drive business decisions.

Experience

Work history, roles, and key accomplishments

Current

Senior Strategic Finance Director

Current

Hazel Health Inc.

Sep 2022 - Present (3 years 9 months)

Led FP&A for a $100M operating budget achieving YTD variance within 5%, negotiated a $10M→$20M revolver saving ~20%, and drove therapist workforce optimization that increased utilization from 50% to 80% delivering multimillion-dollar savings.

Financial Planning Analysis Budgeting & Forecasting Anaplan Strategic Finance Debt Negotiation Workforce Optimization Team Leadership

Strategic Finance Manager

Panorama Education Inc.

Apr 2021 - Sep 2022 (1 year 5 months)

Managed financial models and capacity planning to inform executive decisions, and led transaction analysis for fundraising, debt payoff, and acquisitions while defining KPIs to improve performance tracking.

Financial Modeling Capacity Planning Transaction analysis KPIs Fundraising Cross Functional Partnership Executive Communication

Strategy & Transactions Senior Consultant

Ernst & Young

Aug 2019 - Apr 2021 (1 year 8 months)

Advised clients on M&A integration, purchase price allocations, and asset valuations, and modeled complex scenarios to assess acquisition synergies and regulatory impacts.

M&A Purchase Price Allocation Valuation Financial Modeling Due Diligence

Investment Associate

Stewart Capital Advisors

May 2015 - May 2018 (3 years)

Originated investment ideas and presented proposals to the investment committee, and led client-facing investment strategy meetings with institutional and high‑net-worth clients.

Investment Analysis Valuation Portfolio Management Client Communication Research Investment Committee Meetings