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

Florida, United States

San Francisco, US

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.

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.

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.

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.■.

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.

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.

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.

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.

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.

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.

Mba, Finance Concentration

Mergers & Acquisitions Professional (M&Ap)

International Mergers & Acquisitions Expert (Im&A)

Certified Post Merger Integration Specialist (Cpmi)

Ba, Accounting, Mis