Supporting the Global Head of Strategy with enterprise transformation, change management, M&A divestiture and other global expansion strategy projects.
Internal reorganization projects. Involved with reorganizing AIG's global budget process and led the integration of fed stress test consolidation into management reporting.
Worked on the largest global reorganization and restructuring deals in the regulated financial services industry in Europe and the US such as Lehman Brothers and CIT with highly complex asset and organizational structures involving multiple layers of intercompany dependencies and classes of assets such as derivatives, commodities, structured loan and credit products.
Specialties: Restructuring, strategic advisory, mergers and acquisition, valuation, commercial due diligence
Director of Strategy and M&A @ Supporting the Global Head of Strategy with enterprise transformation, change management, M&A and other global expansion strategy projects.
Roles:
• Identify, analyze and prioritize AIG strategic initiatives and lead M&A and divestiture processes.
• Support post merger integration by defining and documenting process metrics, performance measurement and evaluation criteria of merger candidates.
• Participate in high profile startegic initiatives in order to drive the process or align the interests of key stakeholders From October 2013 to Present (2 years 1 month) New York, New YorkDirector of Global FP&A Special Projects @ Director of FP&A and special projects hired to execute process change management objectives around management reporting. Role involves the management and improvement of AIG’s global budget process.
Responsibilities and achievements include
- Coordinating 100+ professionals company-wide to facilitate a three statement forecast
- Specific mandate to create a process around balance sheet forecasts
- Identifying and resolving key forecast risks including hedging, OTTI, CVA calculations and eliminations
- Managing multi-department collaboration around developing new forecast guidelines dealing with all aspects of budgeting, including assurance, risk, liquidity, and capital management
- Identifying key accounting and economic risks to Parent company's income statement leading to a significant change to AIG's Federal Reserve reporting (CCAR) From June 2012 to October 2013 (1 year 5 months) New YorkVice President @ Financial advisor at top U.S. restructuring advisor working on complex FIG transactions globally. Provided creative solutions for special situations involving the restructuring of financial services companies with multiple layers of intercompany dependencies, the run-off/divestiture of diverse set of assets, such as derivatives, commodities, structured loan and credit portfolios, and strategic advisory services to Boards, CEOs, CFOs, CROs and Treasurers. Sourced and originated, as part of a sales team, several high profile assignments in the financial services industry in Europe and the U.S.
Representative Engagements
- Financial restructuring advisory of Residential Capital: Part of the team representing ad hoc creditor group in negotiating the restructuring of the Company’s Secured Junior Notes.
- Buy/Sell side advisory services for European commodities trading company.
- Strategic advisory services to GMAC RFC Europan real estate mortgage servicer involving 18 securitizations.
- Lehman Brothers Chapter 11 restructuring: Lead on-site restructuring advisor to the Committee of Unsecured Creditors overseeing the unwinding the derivatives book. Involved with the resolution of several complex derivative instruments including structured products.
- Assisting the Treasurer in managing and selling a ~$200mm MTM European ABS portfolio and investing ~$15bn of cash collections.
- CIT out-of-court restructuring: Represented the syndicated and secured creditors in creating and executing the sale and unwind strategy of the hedge book.
- Investment banking advisory: Fundamental/industry analysis, screening of target companies and preparation of fair value and solvency analyses.
- Structured product valuations: Synthetics, CLO, CMBS, RMBS, CDO, and exotic derivative portfolio asset valuations for hedge funds, corporate investors and banks. Valuation models to analyze prepayment, recovery and default risks. Designed VBA portfolio valuation models. From January 2008 to June 2012 (4 years 6 months) Manager at Transaction Services Strategy Department @ Performed in-depth commercial due diligence on acquisition targets and advised on optimal M&A strategy for top private equity and corporate clients;
built market sizing models using regression and stochastic techniques, developed growth scenarios and screened potential acquisition targets
Representative Engagements
Developed a business cycle analysis models to quantify the impact of an economic downturn scenarios on revenues of a major automotive company
and a theme park operator
Reviewed growth strategy for a joint venture between a Fortune-100 security solutions provider and a European start-up with a safety innovation
Analyzed US growth opportunities in the civil infrastructure market for leading global construction company, and screened potential acquisition
targets in the $250- $500 million investment range
Performed due diligence on four acquisition candidates in the commercial real estate investment and brokerage markets to support the market entry
strategy of leading UK property advisor
Created a stochastic frontier model to assess the relationship between hospital efficiency and IT usage based on a very large micro level dataset. From October 2005 to January 2008 (2 years 4 months) New YorkEconomic Consultant @ Representative Engagements
Advised Microsoft in their litigation case with the EU; developed an economic model to support their proposed royalty levy for their server protocols
Created a real option valuation model for Vodafone UK to optimize their WACC rate after investing in 3G technology in the regulated local market
Developed a theory to derive an appropriate funding charge for leasehold properties in the UK; case was presented at the Upper Tribunal with success From March 2005 to October 2005 (8 months) Visiting Research Scholar @ Conducted research and developed a stochastic decision model to analyze foreign direct investment decisions
Published IMF working paper "The Effect of Capital Controls on Foreign Direct Investment Decisions Under Country Risk with Intangible Assets",
IMF WP 07/79 From June 2004 to August 2004 (3 months) Teaching Assistant @ Taught Corporate Finance, Macroeconomics and Option Theory From 1994 to 2002 (8 years)
PhD, Economics and Commerce (Stochastic Finance) @ University of Melbourne From 2002 to 2006 Ph.D., Visiting Research Collaborator; Operations Research and Financial Engineering @ Princeton University From 2003 to 2004 MA, Economics @ Central European University From 2000 to 2002 MSc, Finance, Corporate Valuation @ Corvinus University of Budapest From 1994 to 1999 High School Diploma @ Apaczai Csere Janos Gimnazium From 1990 to 1994 Kinga Bosse is skilled in: Strategic Advisory, Valuation, Mergers, Due Diligence, Restructuring, Corporate Finance, Financial Modeling, Private Equity, Investment Banking, Business Valuation, Financial Analysis, Capital Markets, Structured Finance, LBO, Economics, M&A experience, Derivatives, Hedge Funds, Corporate Development, Capital Structure, Emerging Markets, Portfolio Management, Strategy, Business Strategy, Mergers & Acquisitions, Operations Management, Strategic Financial..., Securitization, Structured Products, Start-ups, Investments, Divestitures, Acquisition Integration, Financial Advisory, Options, Bloomberg, Equities, Finance, Series 7, Macroeconomics, Financial Services, Banking, Financial Risk, Financial Structuring, Fixed Income, Venture Capital, Credit, Alternative Investments, Leveraged Finance, Project Finance