Marco, a Client Finance Analyst, based in New York, has been a member since 2015.


9/14 – 11/14

Client Finance Analyst – Brand Union

9/14 – 11/14

Management of all client financials in accordance with client contracts, agency policies and procedures Updates & maintains revenue tracker & fee budgets for accurate revenue recognition Responsible for weekly status meeting with the client service team where projects are reviewed, researching any issues & resolving and issuing billings as contractually required

9/12 – 11/13

Client Finance Analyst – Ogilvy

9/12 – 11/13

Analyzing new business opportunities, preparing responses to bids and request for proposals (RFP) Preparing annual budgets and forecasting for existing accounts Participate in monthly meetings with the directors of sales, accounting and operations to review income statement variances in regards to actual versus budgeted Responsible for creating P&L statements

10/09 – 11/10

Product Analyst – Epana

10/09 – 11/10

Preparing weekly, monthly&quarterly Profit & Lost statements for all super brand products Creating ROI reports on newly launched products Forecasting revenue, sales, gross margin and percentage of gross margin for future products Advise upper management on cost cutting strategies to limit lost or increase profit on all key products

7/05 – 9/08

SR. Analyst – CA Inc

7/05 – 9/08

Construct month-end and mid-month commission reports prior to submitting to payroll Commission analysis to ensure compensation integrity Variance analysis and report commentary on findings Monthly sales reports based on product, regions and teams Commission all North America on OEM, Channel and Education products totaling over $5M monthly

5/00 – 6/02

Consultant – GOLDMAN SACHS

5/00 – 6/02

Managed daily work flow of Data Research Group and Presentation Center among team of 10 analysts • Serve as member of team responsible for strategic implementation and decentralization of Data Research Group and Presentation Center; Billed clients for services rendered • Accountable for meeting monthly performance expectations of the team


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Class of '07

Adelphi University

Class of '99

State University of New York College at Oneonta



  • Analysis
  • Auditing
  • Budgets
  • Cash Flow
  • Finance
  • Financial Analysis
  • Leadership
  • Management
  • Microsoft Excel
  • Microsoft Office
  • Microsoft Word
  • Outlook
  • PowerPoint
  • Public Speaking
  • Research
  • Risk Management
  • Sales
  • Variance Analysis