“As a full-time graduate student, working with Julia allowed me to understand personal financial decision-making on a deeper, more profound level. Julia’s incredibly thoughtful and custom approach let me develop an awareness of my current habits and an intuition for future financial habits. With each session, Julia really listened to any fears I had about saving for the future while paying off student loans, and I especially appreciated how comfortable she made me feel! She is professional, warm and non-judgmental, which made the conversation feel easy and approachable. After our sessions together, I am now more confident in my ability to make smart financial decisions to meet my long-term goals. Julia also helped me to adopt a values-based spending approach, one that allows me to feel good about my spending habits while also mindful of ways in which I could save. I’ve swapped any feelings of anxiety around budgeting for excitement, and that’s thanks to the new mindset I embraced as a result of our meetings. I am so glad to have had such a positive experience with Julia and I cannot recommend her enough!”
Services
Contributions
Activity
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Today I want to give a big shoutout to Itay Dror, our first Product Manager at Sequence. Honestly we wouldn’t be where we are today without him. 3…
Today I want to give a big shoutout to Itay Dror, our first Product Manager at Sequence. Honestly we wouldn’t be where we are today without him. 3…
Liked by Julia Shteynberg
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3 months to achieve a lifelong dream... My first book hits shelves exactly 3 months from today! This book is a guide to build a life of wealth that…
3 months to achieve a lifelong dream... My first book hits shelves exactly 3 months from today! This book is a guide to build a life of wealth that…
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Projects
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Business Process Optimization
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In this optimization-driven initiative, I eliminated organizational redundancies and effectively streamlined operations by taking a leadership role in the process of developing roles and responsibilities for multiple fabric processes across finance, merchandising, and sourcing teams.
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Cost Predictability Model
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In this reporting-driven initiative, I increased revenue projection by $50M and contract controllable income by 200 basis points by developing revenue and contract cost predictability model.
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Executive Strategic Collaboration
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During my tenure at eFinancial, I successfully aligned our 2020 financial and operating planning processes in partnership with the VP of Strategy. This required presenting financial reporting to C-Suite leaders internally as well as partnering with the Fidelity Life Finance counterpart to coordinate and orchestrate a strategic allocation of resources across both teams. Likewise, I played a key role in monthly, quarterly, and annual financial reporting while focusing on enhancing the executive…
During my tenure at eFinancial, I successfully aligned our 2020 financial and operating planning processes in partnership with the VP of Strategy. This required presenting financial reporting to C-Suite leaders internally as well as partnering with the Fidelity Life Finance counterpart to coordinate and orchestrate a strategic allocation of resources across both teams. Likewise, I played a key role in monthly, quarterly, and annual financial reporting while focusing on enhancing the executive team’s reporting package. Lastly, I improved our internal finance department processes, such as revenue accounting file automation and streamlined reporting by taking proactive measures to identify and implement process optimizations.
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KPI Reporting
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In this effort to enhance reporting on key performance indicators, I took a proactive approach to reviewing and consolidating the quarterly global KPI metrics for our Board of Directors. This required developing metrics process and training our international team on report generation and submission processes. These actions enhanced the knowledge and decision-making abilities for senior leadership internally.
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Reporting Process Improvements
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In striving to enhance organizational reporting, I took the lead in strategically ideating, designing, and implementing a scalable reporting model to support ever-evolving demands due to 4x revenue growth and headcount doubling. In a separate but similar reporting project, I successfully improved cost management by creating and implementing department budgeting vs. actual operating expense reporting.
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Vendor Procurement and Logistics Management
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After gaining CEO approval, I led the full-cycle FP&A system vendor selection process, including interviews, evaluation, and implementation.
Organizations
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Next Series Club
Member
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Private Condominium Board
Condo Board Member / President
-Served as a member of the condo board for three years, including serving as President of the condo board for one year.
Recommendations received
1 person has recommended Julia
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