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Leo Panda
Director of Investment Finance
PROFESSIONAL SUMMARY
Investment finance leader with 15 years of experience guiding portfolio strategy, valuation, forecasting, and executive decision support across private equity and corporate environments. Proven record improving capital allocation, strengthening financial governance, and translating complex investment performance data into actionable recommendations for boards, CFOs, and investment committees.
PROFESSIONAL SKILLS
Investment Finance Leadership
Portfolio Performance AnalysisCapital AllocationInvestment Committee ReportingAsset ValuationRisk-Adjusted Return Analysis
Financial Modeling & Analytics
DCF ModelingScenario AnalysisBudgeting and ForecastingKPI DashboardsVariance Analysis
Governance, Systems & Stakeholders
Board-Level PresentationsSOX ControlsCross-Functional LeadershipERP Financial ReportingPower BI
PROFESSIONAL EXPERIENCE
Meridian Capital Partners
Private EquityMiddle Market
New York, NY
Director of Investment Finance
Portfolio FinanceCapital Allocation
Mar 2019 - Present
- Directed finance oversight for a $2.8B portfolio, improving quarterly forecasting accuracy from 86% to 95% within twelve months.
- Led valuation reviews, cash flow modeling, and sensitivity analyses supporting 14 acquisitions, divestitures, and refinancing transactions totaling $1.1B.
- Built executive dashboards for EBITDA, leverage, liquidity, and covenant performance, reducing investment committee preparation time by 35%.
- Partnered with operating executives to identify margin expansion opportunities that contributed $42M in annualized EBITDA improvement.
- Managed a team of nine finance professionals, improving close discipline and reducing portfolio reporting cycle time from 15 to 9 days.
Northbridge Infrastructure Group
Infrastructure InvestmentsAsset Management
Chicago, IL
Senior Manager, Investment Finance
Financial PlanningAsset Valuation
Jul 2014 - Feb 2019
- Oversaw long-range planning and investment reporting for $1.4B in transportation and energy assets across five operating companies.
- Developed board-ready financial models for capital projects, improving hurdle-rate visibility and reallocating $120M toward higher-return initiatives.
- Standardized monthly variance analysis and performance commentary, reducing recurring executive follow-up questions by 40% across portfolio reviews.
- Coordinated annual budgeting with operations, treasury, and tax teams, delivering approved plans within deadline for four consecutive fiscal years.
EDUCATION
University of Pennsylvania, The Wharton School
FinanceMBA
Philadelphia, PA
Master of Business Administration, Finance
Aug 2011 - May 2013
Focused on corporate finance, investment analysis, and strategic management.
University of Michigan
BusinessAccounting
Ann Arbor, MI
Bachelor of Business Administration
Sep 2003 - May 2007
Graduated with emphasis in accounting and financial analysis.
Leo Panda
Director of Investment Finance
PROFESSIONAL SUMMARY
Investment finance leader with 15 years of experience guiding portfolio strategy, valuation, forecasting, and executive decision support across private equity and corporate environments. Proven record improving capital allocation, strengthening financial governance, and translating complex investment performance data into actionable recommendations for boards, CFOs, and investment committees.
PROFESSIONAL SKILLS
Investment Finance Leadership
Portfolio Performance AnalysisCapital AllocationInvestment Committee ReportingAsset ValuationRisk-Adjusted Return Analysis
Financial Modeling & Analytics
DCF ModelingScenario AnalysisBudgeting and ForecastingKPI DashboardsVariance Analysis
Governance, Systems & Stakeholders
Board-Level PresentationsSOX ControlsCross-Functional LeadershipERP Financial ReportingPower BI
PROFESSIONAL EXPERIENCE
Meridian Capital Partners
Private EquityMiddle Market
New York, NY
Director of Investment Finance
Portfolio FinanceCapital Allocation
Mar 2019 - Present
- Directed finance oversight for a $2.8B portfolio, improving quarterly forecasting accuracy from 86% to 95% within twelve months.
- Led valuation reviews, cash flow modeling, and sensitivity analyses supporting 14 acquisitions, divestitures, and refinancing transactions totaling $1.1B.
- Built executive dashboards for EBITDA, leverage, liquidity, and covenant performance, reducing investment committee preparation time by 35%.
- Partnered with operating executives to identify margin expansion opportunities that contributed $42M in annualized EBITDA improvement.
- Managed a team of nine finance professionals, improving close discipline and reducing portfolio reporting cycle time from 15 to 9 days.
Northbridge Infrastructure Group
Infrastructure InvestmentsAsset Management
Chicago, IL
Senior Manager, Investment Finance
Financial PlanningAsset Valuation
Jul 2014 - Feb 2019
- Oversaw long-range planning and investment reporting for $1.4B in transportation and energy assets across five operating companies.
- Developed board-ready financial models for capital projects, improving hurdle-rate visibility and reallocating $120M toward higher-return initiatives.
- Standardized monthly variance analysis and performance commentary, reducing recurring executive follow-up questions by 40% across portfolio reviews.
- Coordinated annual budgeting with operations, treasury, and tax teams, delivering approved plans within deadline for four consecutive fiscal years.
EDUCATION
University of Pennsylvania, The Wharton School
FinanceMBA
Philadelphia, PA
Master of Business Administration, Finance
Aug 2011 - May 2013
Focused on corporate finance, investment analysis, and strategic management.
University of Michigan
BusinessAccounting
Ann Arbor, MI
Bachelor of Business Administration
Sep 2003 - May 2007
Graduated with emphasis in accounting and financial analysis.
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