Alex Maggi, Mba, Cfa, Cpa, Cmaa

Alex Maggi, Mba, Cfa, Cpa, Cmaa Email and Phone Number

Managing Director @ Kensington Park Capital
Florida, United States
Alex Maggi, Mba, Cfa, Cpa, Cmaa's Location
Greater Tampa Bay Area, United States, United States
Alex Maggi, Mba, Cfa, Cpa, Cmaa's Contact Details

Alex Maggi, Mba, Cfa, Cpa, Cmaa personal email

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Alex Maggi, Mba, Cfa, Cpa, Cmaa phone numbers

About Alex Maggi, Mba, Cfa, Cpa, Cmaa

Incisive financial executive experienced in roles spanning financial audit, accounting, financial process reengineering, operations, and management. Results-oriented leader with a passion for facilitating organizational success and a demonstrated history of maximizing resource productivity by identifying risks and deficiencies, overhauling extant approaches, and leading collaborative improvement efforts to establish superior solutions. Solid leadership, analytical, problem solving, and communication skills. Experienced in both entrepreneurial and large, mature business environments.Highlights:► Financial analysis► Forecasting and financial modeling► Working capital management and foreign exchange exposure management► Risk management and mitigation► Process improvement and reorganization► M&A

Alex Maggi, Mba, Cfa, Cpa, Cmaa's Current Company Details
Kensington Park Capital

Kensington Park Capital

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Managing Director
Florida, United States
Website:
kensingtonpark.com
Employees:
14
Alex Maggi, Mba, Cfa, Cpa, Cmaa Work Experience Details
  • Kensington Park Capital
    Managing Director
    Kensington Park Capital
    Florida, United States
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  • Flyp
    Chief Financial Officer
    Flyp Apr 2022 - Present
    San Francisco, Us
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  • Futurerx
    Chief Financial Officer
    Futurerx Jan 2021 - Mar 2022
    Tampa, Florida, Us
    Oversaw accounting, legal, and HR for SaaS startup.■ Revised operating, options, and subscription agreements with M&A counsel.■ Prepared seed round investor deck.■ Coordinated investor subscriptions and maintained cap table.■ Developed business model and ramped cash flow projections for proposed side-venture in medical space.
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  • Ak Private Capital, Lllp
    Chief Financial Officer
    Ak Private Capital, Lllp Jan 2021 - Mar 2022
    Oversaw wealth management, real estate rental operations, finance and accounting, and HR.■ Oversaw CIO and investment analyst in due diligence and execution of the wealth management function. - Private markets alternative investments, including diversified traditional private equity and venture capital funds, focused venture capital vehicles and direct investment, specialty finance and non-sponsored private credit strategy funds, and niche private equity strategies, including intellectual property, inland marine transportation, Bitcoin mining, and other uncorrelated. - Public markets equity and debt positions. - Covered call positions.■ Oversaw controller and accounting and finance function. - Cash management, including liquidity projection, Treasuries and SPAC position management. - Debt management, including margin financing, pledged asset line, term debt and pay-fixed swap. - Developed and deployed Excel- and Power BI-based dashboards for net worth reporting and alternative investments performance measurement.■ Oversaw real estate operations manager in rental activities. - Developed and implemented Excel- and Power BI-based dashboards for real estate management reporting. - Developed tools for evaluating real estate investments, including Black-Scholes optionality of future improvement expenditures. - Performed DCF analysis and due diligence on real estate investments, vetted 1031 exchange approach, and coordinated term debt and pay-fixed swap.■ Oversaw insurance management.■ Coordinated tax compliance, business valuations, GRAT management, and other estate planning with third-party CPAs and legal counsel.
  • Members Trust Company
    Chief Financial Officer
    Members Trust Company Jul 2018 - Jan 2020
    Tampa, Florida, Us
    Oversaw accounting and IT.■ Implemented robust finance data architecture.■ Prepared annual budget.■ Developed management and board reporting, modeling and enriching data in M and DAX, and arranging presentations in Power BI.■ Vetted CRM solution.■ Implemented SAP Concur and SAP Payables products.■ Oversaw IT.
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  • North American Roofing
    Chief Financial Officer
    North American Roofing Jul 2017 - Jul 2018
    Tampa, Florida, Us
    Oversaw all areas of corporate finance and accounting, including budgeting, treasury management, accounting, and coordinating audit, tax and valuation services.■ Managed banking relationships and debt compliance.■ Developed cash flow modeling, overhauled collections, and conducted treasury management.■ Developed and deployed driver-based budgeting.■ Collaborated on strategic alternatives.
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  • Citi
    Vice President, Controllers R2R Global Process Reingineering
    Citi Aug 2016 - Jul 2017
    New York, New York, Us
    Drove multi-year project to overhaul inter-company transaction recording and matching.■ Created and delivered presentations on project planning, milestones, status, and work stream initiatives.■ Created and presented process flows.■ Spearheaded cross-functional work streams.■ Developed proofs of concept for functional tools.■ Drafted business requirement documents and coordinated requirements with IT.
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  • Citi
    Vice President, Subsidiary Controller
    Citi Jun 2013 - Aug 2016
    New York, New York, Us
    Supervised controllers responsible for multiple subsidiaries.■ Presented quarterly financial summaries to entity BODs.■ Prepared and delivered presentations to senior finance management.■ Used VBA to develop macros and user-defined Excel functions to automate the adjustment of data, and constructed PivotTable reporting tools to facilitate dynamic analysis of results, including NIM analyses with computed fields and computed items.■ Supervised audit coordination for externally reporting entities, and supported financial reporting for Institutional Clients Group-focused subsidiaries.
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  • Fifth Third Bank
    Vice President, Finance Manager
    Fifth Third Bank Jun 2012 - Mar 2013
    Cincinnati, Ohio, Us
    Provided financial reporting and forecasting for the Central Florida affiliate, covering deposit balances of $2.2 billion and loans of $1.4 billion, and producing net revenue of $100 million annually in Commercial Banking, Business Banking, Investment Advisors, Retail Branch Banking, and Residential Mortgage Lending lines of business.■ Oversaw monthly forecast for all lines of business, and developed pipeline-based Commercial Banking projections.■ Highlighted risks and opportunities in forecasts and advised production effort adjustments.■ Pinpointed strengths and weaknesses driving net interest income performance, and identified areas for increased production emphasis.
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  • Citigroup, Inc.
    Vice President, Finance Manager
    Citigroup, Inc. Dec 2009 - Jun 2012
    New York, New York, Us
    Served as Subsidiary Controller for one bank-chain entity and one non-bank chain entity holding combined assets in excess of $65 billion and housing a range of Institutional Clients Group businesses including Loan Portfolio Management, Capital Markets Originations, Secondary Loan Trading, Global Securitized Products, Asset-Based Finance, Alternative Investments, Broker Asset Management, Commercial Cards, Total Return Swaps, Municipal Securities Trading including tender option bond trusts, and Community Redevelopment Act Investments such as Low Income Housing Tax Credits funds.■ Served as CFO, exercising oversight of financial controls for both entities.■ Served as a member of each entity's Operating Committee, addressing financial and legal entity integrity issues.■ Constructed and deployed robust tools to facilitate financial analysis, and conducted financial analysis presentations to the BODs.■ Led cross-functional project teams to plan and execute transactions, ration capital, and overhaul structures and processes.■ Participated in Capital Markets Approval Committee meetings to evaluate the impact of new transactions on the entities.
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  • Dolphin Capital Management Inc.
    President And Cfo
    Dolphin Capital Management Inc. May 1999 - Dec 2009
    Served in multiple executive roles concurrently for this managed futures CTA and CPO within the alternative investments space. As president, led cross-functional team of executives responsible for trade execution, trade systems operation, accounting, IT, HR, and administration. Core CFO responsibilities encompassed all areas of corporate finance and accounting, including budgeting, treasury management, historical accounting, and coordinating tax services.■ Served as a member of Investment Committee.■ Identified and researched business issues germane to strategic plans.■ Coordinated planned actions with specialized council to moderate risk in employment, regulatory, and tax matters.■ Developed and managed capital and operating budgets, and hedged foreign currency exposure.■ Monitored financial performance, and developed actionable plans to address current business challenges.■ Established and refined accounting policies, procedures, and internal control structure, and oversaw all accounting and finance functions.■ Sourced and deployed specialized software solutions to facilitate accounting and finance activities.■ Constructed customized tools to facilitate accounting and operational processes, analysis, and monitoring.■ Contracted with external service providers to for back office outsourcing, and implemented oversight measures for quality control.
  • Arthur Andersen
    Senior Associate
    Arthur Andersen May 1995 - May 1999
    Budgeted, planned and supervised audit engagements in multiple industries, including manufacturing, retail distribution, and financial services.■ Laid foundation for audit engagements by gaining a firm understanding of the underlying businesses.■ Researched and resolved complex accounting issues.■ Identified shortcomings and other opportunities for improvement, and recommended changes to clients’ internal control structures.■ Prepared financial statements and related footnotes in accordance with U.S. GAAP for publicly traded and privately held corporations.

Alex Maggi, Mba, Cfa, Cpa, Cmaa Skills

Financial Analysis Financial Modeling Finance Risk Management Corporate Finance Mergers And Acquisitions Accounting Analysis Internal Controls Financial Reporting Process Improvement Leadership Portfolio Management Budgets Auditing Treasury Management Due Diligence Financial Services Cash Management Alternative Investments Investments Financial Risk Cross Functional Team Leadership Mergers Budgeting Business Process Improvement Cpa Financial Systems Chartered Financial Analyst Financial Statement Analysis Swaps Capital Budgeting Tm1 Financial Forecasting Dcf Valuation Hyperion Enterprise Foreign Exchange Risk Management Managed Futures Financial Process Improvement

Alex Maggi, Mba, Cfa, Cpa, Cmaa Education Details

  • University Of South Dakota Beacom School Of Business
    University Of South Dakota Beacom School Of Business
    Finance Concentration
  • Institute For Mergers, Acquisitions And Alliances (Imaa)
    Institute For Mergers, Acquisitions And Alliances (Imaa)
    Mergers & Acquisitions Professional (M&Ap)
  • Institute For Mergers, Acquisitions And Alliances (Imaa)
    Institute For Mergers, Acquisitions And Alliances (Imaa)
    International Mergers & Acquisitions Expert (Im&A)
  • Institute For Mergers, Acquisitions And Alliances (Imaa)
    Institute For Mergers, Acquisitions And Alliances (Imaa)
    Certified Post Merger Integration Specialist (Cpmi)
  • University Of South Florida Muma College Of Business
    University Of South Florida Muma College Of Business
    Mis

Frequently Asked Questions about Alex Maggi, Mba, Cfa, Cpa, Cmaa

What company does Alex Maggi, Mba, Cfa, Cpa, Cmaa work for?

Alex Maggi, Mba, Cfa, Cpa, Cmaa works for Kensington Park Capital

What is Alex Maggi, Mba, Cfa, Cpa, Cmaa's role at the current company?

Alex Maggi, Mba, Cfa, Cpa, Cmaa's current role is Managing Director.

What is Alex Maggi, Mba, Cfa, Cpa, Cmaa's email address?

Alex Maggi, Mba, Cfa, Cpa, Cmaa's email address is al****@****ust.com

What is Alex Maggi, Mba, Cfa, Cpa, Cmaa's direct phone number?

Alex Maggi, Mba, Cfa, Cpa, Cmaa's direct phone number is +182868*****

What schools did Alex Maggi, Mba, Cfa, Cpa, Cmaa attend?

Alex Maggi, Mba, Cfa, Cpa, Cmaa attended University Of South Dakota Beacom School Of Business, Institute For Mergers, Acquisitions And Alliances (Imaa), Institute For Mergers, Acquisitions And Alliances (Imaa), Institute For Mergers, Acquisitions And Alliances (Imaa), University Of South Florida Muma College Of Business.

What skills is Alex Maggi, Mba, Cfa, Cpa, Cmaa known for?

Alex Maggi, Mba, Cfa, Cpa, Cmaa has skills like Financial Analysis, Financial Modeling, Finance, Risk Management, Corporate Finance, Mergers And Acquisitions, Accounting, Analysis, Internal Controls, Financial Reporting, Process Improvement, Leadership.

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