Verified recordInvestment Management

Natalie Kovalenko

Financial Planning & Analytics at Dodge & Cox

Based in San Francisco, United States

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Seniority

Staff

Department

Finance & Accounting

Location

San Francisco

Industry

Investment Management

Company size

527

Contact information

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Email

1 credit

n•••••••@dodgeandcox.com

Phone

5 credits

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Background

About Natalie Kovalenko

As a results-driven Finance Professional, I bring a wealth of experience in financial analysis, strategic planning, and building valuable business partnerships. I thrive in dynamic, high-pressure environments, where I leverage my passion for problem-solving and data-driven decision-making to deliver actionable strategies and measurable results.With a strong track record in financial modeling, due diligence, and business analysis, I consistently drive decisions that optimize productivity and maximize ROI. My expertise spans:Financial Planning & Analysis: Overseeing short- and long-range planning, monthly forecasting, budgeting, and management reporting to ensure business profitability.Business Strategy & Analytics: Leading initiatives in pricing, new product launches, and market/client segmentation to drive growth.Cross-functional Collaboration: Partnering with executive teams to align financial goals with business objectives and ensure strategic priorities are met.Leadership & Cost Optimization: Successfully driving cost reduction initiatives, including the shutdown of underperforming divisions and resource reallocation to profitable market segments.I am passionate about turning financial insights into strategies that fuel organizational success and look forward to connecting with like-minded professionals and organizations.CORE SKILLS AND COMPETENCIESFinancial Planning & Analysis | Budgeting and Forecasting | Financial Modeling and Valuation | Strategic Planning and Decision-Making | Financial Reporting/Compliance | Executive-Level Communication | Cross-Functional Collaboration | Investor Relations | Earnings Releases | Mergers & Acquisitions (M&A)| Communication & Presentation Skills | Leadership and Team Management | Project Management | Process Transformation & Automation | Business OperationsFinancial Software Proficiency (e.g, Excel, PowerPoint, Tableau, Workday Adaptive, TM1 Cognos, BI, Hyperion, etc.)

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