Erich Marriott, Cma

Erich Marriott, Cma Email and Phone Number

Litchfield, CT, US
Erich Marriott, Cma's Location
Litchfield, Connecticut, United States, United States
Erich Marriott, Cma's Contact Details

Erich Marriott, Cma personal email

Erich Marriott, Cma phone numbers

About Erich Marriott, Cma

Controller and credit finance professional with CMA and MBA with extensive experience in corporate accounting and financial services industry. Deep knowledge of accounting, financial statement analysis and extensive experience in budgeting, cash flow forecasts, financial planning and KPI creation and industry analysis.Most recent experience in project management and stabilizing the financial operations of financially distressed senior living facilities. Key projects were transitioning of ERP systems as well as vendor contract renegotiations across I/T, HR, utility, operating and support services for 12 communities under management. Yardi, Dynamics GP and QuickBooks core accounting systems used in career. Volunteer work on current chairmanships and elected board positions require keen knowledge of financial planning and analysis along with capital budgeting and investment management. Negotiation and consensus building skills are key components of success on town boards I serve on. Finance and Capital Improvement Board responsibilities include overseeing town budget, audit and setting of mill rate along with approving capital investments for town. Pension Commission responsibilities include oversight and administration of three town pension plans according to state and federal statute as well as setting investment policy statement and approving benefits.

Erich Marriott, Cma's Current Company Details
TOWN OF LITCHFIELD CT

Town Of Litchfield Ct

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Treasurer
Litchfield, CT, US
Employees:
45
Erich Marriott, Cma Work Experience Details
  • Town Of Litchfield Ct
    Treasurer
    Town Of Litchfield Ct
    Litchfield, Ct, Us
  • The Long Hill Company
    Senior Director Of Finance
    The Long Hill Company Mar 2022 - Dec 2023
    Shelton, Connecticut, United States
    • The Long Hill Company (Long Hill) is a multidisciplinary team of executive-level professionals (clinical, financial, and management) specializing in stabilizing, enhancing, and rebuilding of distressed healthcare organizations.• Functioned as Controller reporting to Sr. VP of Finance of 11 Senior Living facilities in the Houston and Waco Texas region with a combined revenue of over $51 million. Facilities came under Long Hill Management after ownership defaulted on debt and was in the process of reorganization. Responsible for closing books and reporting to bondholder trustee monthly financials, KPI’s and credit metrics for covenant compliance. • Key part of transition of ERP systems as well as lead effort of vendor contract renegotiation across I/T, HR, utility, operating and support services for 12 communities under management.
  • Broadcastmed
    Controller (Cfo)
    Broadcastmed Jun 2019 - Nov 2021
    Farmington, Ct
    • Led due diligence efforts for sale of company to private-equity buyer in December 2020 working with M&A consultant, legal, tax, audit, lenders and buyer. Company sold at valuation over 10x adjusted EBITDA.• Supervised staff and vendors responsible for payables, receivables, annual audit, payroll, treasury and HR. • Relationship manager for audit/tax accountants, PE owner and mezzanine lenders. • Key project oversight for ERP upgrade of Dynamics GP, SalesPad and Basecamp project management package.• Led effort to transition to new payroll provider, 401k administrator and insurance providers streamlining and reducing administrative burden. • Oversaw reprogramming of ERP system updating revenue recognition formulas for conformity to ASC-606 framework for software-as-a-service organizations. • Maintained, updated and closed monthly financial statements and tracked KPIs for ongoing operations. • Ran annual budget process and managed costing and inventory records for product lines that BroadcastMed sold – event production and subscription services.
  • Independent Consultant
    Corporate And Credit Finance Consultant
    Independent Consultant Jun 2016 - May 2019
    Litchfield Ct
    Gray Enterprises, LLC | 2018 - 2019• Bookkeeping (Quickbooks), payables/receivables management, accounting and banking vendor management for start-up retail golf concern.WINVIAN Farm Relais & Chateaux | Consulting - Interim Controller & Corporate Advisory (2017)• Monitored and reported monthly, quarterly and annual cash flows to present periodic analysis to owners and prepare budget for upcoming fiscal year. • Summarized, reported, projected and recommended operational and financial changes to maintain covenant compliance for commercial real estate loans.Thomaston Savings Bank | Consulting Credit Analyst – Commercial Lending Group (2016• Assessed credit worthiness of key commercial borrowers for bank’s annual risk review process. • Scored loans within bank risk framework to calculate rating for management loan committee and highlighted key upgrades and downgrades to portfolio.• Ran and summarized financials for borrowers with immediate loan renewals and annual reviews.
  • Bloomberg Lp
    Credit Analyst - Bloomberg Intelligence
    Bloomberg Lp Apr 2013 - May 2016
    Greater New York City Area
    • Led credit coverage for Homebuilder, Telecommunications, Cable and Satellite industries for high yield and investment grade markets for both bonds and commercial syndicated loans.• Identified actionable credit content and published relevant, unbiased commentary and analysis on companies, credits and corporate securities within coverage universe.• Utilized existing functionality on BLOOMBERG PROFESSIONAL and third-party data sources to gather, curate and analyze financial statement, company, security and industry level data.• Partnered to build a new fixed income research team from the ground up within Bloomberg Intelligence by spearheading the product development, organizational formation and hiring of talent.
  • Bloomberg Lp
    Business Manager - Credit Analysis Product Vertical
    Bloomberg Lp Aug 2011 - Apr 2013
    Greater New York City Area
    • Managed overall business and development strategy for key capital structure and credit analysis product and functionality for BLOOMBERG PROFESSIONAL terminal services. Increased usage of credit analysis software product by 15% while cutting expenses by over 30%.• Designed and built key credit analysis functionality for BLOOMBERG PROFESSIONAL product by managing group of over 45 data analysts and 4 R&D personnel globally.• Catered to the core corporate credit analyst user base across both high yield and investment grade corporate bond sectors by enhancing and developing key credit analysis suite of products.
  • Bloomberg Lp
    Senior Credit Analyst - Global Data Group
    Bloomberg Lp Feb 2009 - Aug 2011
    Skillman, Nj
    • Led seven-member team responsible for Telecom, Cable and Satellite sectors in fixed income capital structure group.• Contributed to daily Leverage Finance BRIEF published by Bloomberg through writing, data aggregation and idea generation.• Analyzed and researched recourse, obligors, guarantors and rank of securities to support Bloomberg’s capital structure analysis product suite.
  • Citi
    Vice President - High Yield Corporate Bond Research
    Citi Aug 2004 - May 2008
    Greater New York City Area
    • Worked with sales and trading team to formulate relative value trading and investment opportunities within the High Yield markets – cash bonds, loans and CDS.• Built, updated and formulated financial models for companies in coverage universe and performed due diligence leveraged finance and capital markets teams to bring new bond issues to market.

Erich Marriott, Cma Skills

Fixed Income Bloomberg Bonds Credit Analysis High Yield Financial Markets Capital Markets Financial Modeling Fixed Income Analysis Credit Banking Investments Capital Structure Valuation Equities Relative Value Hedge Funds Finance Fixed Income Research Financial Statement Analysis Company Valuation Microsoft Office Financial Analysis

Erich Marriott, Cma Education Details

Frequently Asked Questions about Erich Marriott, Cma

What company does Erich Marriott, Cma work for?

Erich Marriott, Cma works for Town Of Litchfield Ct

What is Erich Marriott, Cma's role at the current company?

Erich Marriott, Cma's current role is Treasurer.

What is Erich Marriott, Cma's email address?

Erich Marriott, Cma's email address is em****@****med.com

What is Erich Marriott, Cma's direct phone number?

Erich Marriott, Cma's direct phone number is +173232*****

What schools did Erich Marriott, Cma attend?

Erich Marriott, Cma attended Fordham Gabelli School Of Business, University Of Vermont, The Hill School.

What skills is Erich Marriott, Cma known for?

Erich Marriott, Cma has skills like Fixed Income, Bloomberg, Bonds, Credit Analysis, High Yield, Financial Markets, Capital Markets, Financial Modeling, Fixed Income Analysis, Credit, Banking, Investments.

Who are Erich Marriott, Cma's colleagues?

Erich Marriott, Cma's colleagues are Denise Raap, Tammy Disabella, Jamie Vicenzi, Sam Kinkade, Carlissa Stjernstrom, Denise Raap, Spencer Musselman.

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