David Mora Email & Phone Number

New York, New York, US

New York, New York, US

• Hartree Partners, LP is a global merchant commodities firm specializing in energy and its associated industries, focused on identifying value in the production, refinement, transportation and consumption of tradable.
• Engagement to build out a new FP&A function, including creation of policy and procedures to allocate and track general and administrative expenses (indirect and direct), revenue mapping, and assistance in designing and.

Strategic consulting including business strategy and process reviews, focused on delivering cost-effective scale, efficiency, and quality across Finance and Technology change agendas.Key member of Finance Advisory project team talent pool, offering insights, industry research, and subject matter expertise to current fintech engagement and multiple.

Frankfurt Am Main, Hessen, DE

• Held multiple senior finance roles within the DB buyside platform, responsible for billion-dollar business unit financial operations, FP&A, cost control initiatives, and strategic partnerships. Financial Planning and.
• Guided expense and sales budgeting, forecasting, and reporting at annual/quarterly/monthly intervals including designing and producing monthly management review packs
• Designed and executed a key report on all distribution related T&E costs utilizing raw data from Concur, allowing for incorporation of client engagement activity levels Cost Management and Control
• Navigated ongoing expenditures for the Coverage and Marketing departments, slashing 20% in direct costs within three years and mandating a 10% fee reduction on all vendor contract renewals
• Validated and authorized $200M+ yearly in retail intermediary payments
• Coordinated and ran the monthly pricing and payments committee as one of five voting members; Strategic Partner/ Business Strategy

Frankfurt Am Main, Hessen, DE

My final year of orchestrating financial directives for the corporation entailed a great deal of strategic planning and monitoring internal controls. It would also have me actively project-managing DB’s Asset and Wealth Management Americas enterprise where I examined the financial climate, as well as market trends to aid the Americas executives in.

Frankfurt Am Main, Hessen, DE

Fully assimilated into my new role as an executive, I was able to focus 100% on developing organizational strategies that worked to minimize financial risk. For the next five years, I directed financial operations for the Americas territory of the DWS Investments mutual fund business, in addition to managing a staff of 12 professionals within the region.

Frankfurt Am Main, Hessen, DE

While still maintaining my duties as Finance Manager, senior management team promoted me after 6 years to oversee the financial health of the organization. For two years, I simultaneously guided day to day activities in reviewing financial reports, monitoring accounts, and preparing financial forecasts while anchoring three major projects on an.

Frankfurt Am Main, Hessen, DE

After completing my B.S. in Accountancy from Villanova University, I received my first major role in Fund Accounting at Bankers Trust within the Frank Russell Trust Services Group. Not long after, I would begin advancing into Client Service Supervisor, Business Analyst, and Assistant Vice-President roles before the bank merged with Alex. Brown & Sons and.