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Alex Rachlin
Director of Finance & Operations Transformation specializing in FP&A and Anaplan
New York, NYDirector, Head of Operations and Finance Transformation10 years experienceDirectorFinancial ServicesAsset ManagementReal Estate
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About
Cross-functional digital transformation and operations leader with experience at Brookfield and Celonis, building centralized roadmaps and executive dashboards to align priorities across Finance/Accounting/Operations/Portfolio Management. Implemented FP&A reporting automation and sales compensation/performance reporting (Anaplan, Monday.com), and established strong PII governance via access approvals and monitoring.
Experience
Director, Head of Operations and Finance TransformationBrookfield Asset Management
Finance Lead, Strategic and Corporate FinanceCelonis
Senior ConsultantImpetus Consulting Group
Business Development Associate, AlternativesAllianceBernstein
Education
Wesleyan Universitybachelor, Economics and Psychology (2015)
Key Strengths
- Led cross-functional digital transformation across Finance, Accounting, Operations, and Portfolio Management
- Built a centralized company roadmap to align priorities and improve visibility across the organization
- Drove executive alignment via structured alignment meetings, progress reviews, and resource reallocation
- Delivered FP&A monthly reporting automation using ownership and progress dashboards to maintain transparency
- Improved accountability, reduced duplicated work, and enabled faster decision-making through unified roadmap adoption
- Implemented executive dashboards for product status, KPIs, deadlines, and sales performance reporting
- Successfully drove adoption of new tools by tailoring solutions to team workflows and providing training
- Implemented controls for sensitive PII in sales compensation models (approval-based access + monitoring/surveillance)
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