Catalant Technologies

Client Partner

• Design a comprehensive engagement plan that includes high-value stakeholders, communication strategies, and activities to deepen the relationship over time.
• Engage with clients early in their planning phases to position Catalant as a key enabler in successfully executing their strategic initiatives.
• Develop customized consulting solutions and expert talent that align with the client's strategic goals across diverse project types (e.g., AI, Commercial Excellence, Supply Chain, Business Transformation). Present these solutions in a way that highlights Catalant’s unique value proposition.
• Position yourself as a strategic advisor and problem-solving partner to senior executives at the client including the C-level executives and VPs.
• Engage additional departments across the organization including common consulting buyers (corporate strategy, operations leadership, supply chain, procurement, CTO/CIO, and more).
• Maintain a robust pipeline of potential projects and track them through all stages of the sales cycle.
• Work closely and collaboratively with Associates to match expert talent to project needs.
• For strategic projects, directly engage with Catalant experts to vet, prepare, and advise.
• Ensure experts are well-prepared for interviews and proposal development by providing them with a clear set of client needs and preferences.
• Manage externally and internally facing summaries of Catalant work at assigned accounts to help communicate the value we are creating as well as monitor that the work is going well.
• Build productive partnerships with internal stakeholders across Catalant, acting as a collaborative member of the Consumer team.

Client Partner, Consumer

Financial Planning and Analysis

• Lead the annual budgeting process, quarterly forecasts, and long-range planning efforts across the organization.
• Partner with executive leadership to translate strategic priorities into financial plans, operating targets, and measurable KPIs.
• Develop financial models and scenario analyses to support growth initiatives, investment decisions, and resource allocation.
• Provide proactive insights into business performance, identifying risks, opportunities, and operational trends.
• Oversee financial operations including monthly forecast cadence, financial reporting, cash flow forecast management, and operational finance process improvements.
• Drive financial control frameworks in partnership with Accounting, ensuring accuracy, consistency, and compliance across financial processes and reporting.
• Partner closely with the Chief of Staff to align financial operations with strategic priorities and company-wide performance management processes.
• Serve as a trusted thought partner to the CFO and business leaders on strategic and operational decisions.
• Collaborate closely with the Chief of Staff to ensure financial plans and priorities are aligned with the company's strategic agenda and executive decision-making cadence.
• Partner with operations and tech to improve FP&A tools, systems, and processes to enhance forecasting accuracy and decision-making speed.

Client Partner, Consumer

Vice President, FP&A