Benjamin Marshall Email & Phone Number

• Created and maintained model to forecast lifecycle of portfolio of 500,000 leases worth ~$1.2b• Managed forecasting, budgeting, and 5-year strategic planning of equipment sales of ~$300m in annual revenue for SendTech division• Prepared the P&Ls, perform month-end close activities, and drive the forecasting, target setting, and budgeting process for multiple business units within SendTech division• Developed and maintained reporting to track monthly sales attainment and KPIs and host monthly meetings with senior leadership and department heads to explain results and discuss strategic options• Oversaw implementation of both Product and Service price increases which delivered an additional $10m in revenue• Analyzed and recommend pricing for large deals and pricing exceptions for ~100 deals annually worth ~$75m in lifetime revenue by developing individual P&Ls• Created and maintained models to automate analysis of potential new business deals• Provided financial decision support for Product, Sales, and Marketing teams by creating business cases for new products, new markets (domestic and international), new clients, capital expenditures, and sales programs• Profiled existing customer base to develop new offers to increase sales• Performed various ad hoc reports and analysis such as trending, benchmarking, discounted cash flows, competitor analysis, breakeven analysis, and scenario/sensitivity analysis• Partnered directly with business units on process improvement initiatives aimed to strengthen the budgeting and forecasting processes• Worked with system administrators to improve collection and consolidation of data

Hartford, Connecticut Area

Served as the Lead Manager of UConn's Student Managed Fund (SMF). The SMF is made up of 10 MBA students who actively manage $1 million of the school's endowment. Responsible for 10 member team, organizing and leading of weekly meetings, accumulating and distributing pertinent information, and being the point of contact between the Managers and the Board of Trustees. Performed stock, bond, and sector analysis.

• Improved protocol and accounting structure to provide monthly analytics and measurable results on the expenses incurred for state appointments, terminations, renewals, and vendor fees. • Researched and interviewed 3rd Party Vendors to automate agent on-boarding process

• Profitably underwrote business for groups 100 to 1000 lives• Analyzed and interpreted data (including reading through and interpreting contracts) to determine acceptable benefits, risk, and pricing for Life/AD&D and Short and Long Term Disability insurance• Maintained several books of business on a profitable level• Trained and mentored new hires and co-workers• Negotiated and explained financial arrangements with Sales Reps and Brokers

Same responsibilities as Underwriter 2, but for groups 100 to 500 lives.

Same responsibilities as Underwriter 1 and 2, but for groups 10 to 100 lives

• Partnered with Sales Reps in ongoing presale and sold case support, problem resolution and territory management, along with being the primary liaison with centralized and home office services• Provided ongoing Sales Rep and Producer/Broker support by analyzing and developing solutions for business problems

Mba, Finance, Real Estate

Activities and Societies: Finance Club, Real Estate Club, Venture Capital Club

Bs, Management And Marketing