David Policarpio Email & Phone Number

Raritan, NJ, US

New York City Metropolitan Area

• My responsibilities include:
• Partner with client Account Directors to maintain expert and fluid knowledge of client's business models, contractual arrangements, key strengths, and opportunities
• Collaborate with regional Finance leads to consolidate financials for global review
• Manage day to day Finance responsibilities on Clients including but not limited to client/product/job set up, production invoices, ad hoc reporting, and vendor payment issues
• Serve as thought leader and key point of contact with the Legal team during contract negotiations involving client portfolio
• Manage accounts payable and accounts receivable processes to ensure timely billing and sufficient cash flow for the agency

• My responsibilities include:
• Assume role of primary financial contact for client account teams and monitor client budgets on a project basis
• Generate professional financial reports for review and provide financial information to various departments and clients as required
• Provide client financial analysis in the review of monthly results, and summary of monthly billings and reconciliation
• Forecast and perform annual budget preparation
• Assist in the creation of job estimates, budgets, and client staffing plans

New York City Metropolitan Area

• My responsibilities include:
• Managing client revenue/budgets and client profitability
• Analytical review of revenue and employee utilization
• Assist in prioritizing assignments through daily and weekly updates to discuss progress, status, accuracy and deliverables
• Interface with client groups to assure the accuracy and completeness of client data, reporting, and contract compliance
• Anticipate and rapidly responds to assigned special projects

Princeton

My responsibilities include:- Assist with financial staffing plans and fee/budget proposals, as well as reviewing and approving pricing models to ensure that they are accurate- Liaise with Project Managers and Account teams on budget development, forecasting of revenue, as well as providing financial direction to client budget burn, resource management and.

Princeton

My responsibilities included: - Update and monitor Vantage: jobs, estimates and rate cards- Run and analyze extensive WIP reports using SAP- Utilizing Excel functions for data analysis as well as ad hoc reports - Monitor profitability of projects, flag cost overruns- Assist with the monthly close reporting around revenue recognition and variance analysis.

• Utilized expertise in operational activity, to assess customer needs and provide solutions
• Collaborated with multiple departments for various responsibilities
• Balanced ad-hoc and daily responsibilities effectively and independently
• Utilized upsell techniques to maximize sales