Evan De Leo Email & Phone Number

Boston, Massachusetts

- Business Finance Manager, owning forecasts, long-term planning, and results across all financials- Partner with accounting and controllership to drive accurate financial close & reporting processes - Provide on-going commercial finance oversight and deal model support to commercial team- Coordinate & review investment strategy with equity team across portfolio, manage MTM process- Execute on new business model through process simplification, ERP implementation, goal … Show more - Business Finance Manager, owning forecasts, long-term planning, and results across all financials- Partner with accounting and controllership to drive accurate financial close & reporting processes - Provide on-going commercial finance oversight and deal model support to commercial team- Coordinate & review investment strategy with equity team across portfolio, manage MTM process- Execute on new business model through process simplification, ERP implementation, goal realignment, and strengthened KPIs, driving visibility and strategic growth Show less

Boston, Massachusetts

- Own all forecasting, long term planning cycles, and actuals reporting for $100M+ P&L, cashflow statement, and equity positions.- Manage quarterly financial close process, working closely with accounting and controllership teams- Coordinate investment strategy with equity managers, perform quarterly fair market value calculations, and formal equity position reviews across the portfolio- Manage revenue recognition on technology transfer deals, as well as cost planning and spend… Show more - Own all forecasting, long term planning cycles, and actuals reporting for $100M+ P&L, cashflow statement, and equity positions.- Manage quarterly financial close process, working closely with accounting and controllership teams- Coordinate investment strategy with equity managers, perform quarterly fair market value calculations, and formal equity position reviews across the portfolio- Manage revenue recognition on technology transfer deals, as well as cost planning and spend management across the business- Provide on-going commercial finance oversight and deal modeling support to commercial teams- Simplified business financial reporting and planning for improved clarity on financial performance at the program level - Finance/FP&A rep on new ERP implementation team Show less

The Financial Management Program (FMP) is a leadership development program focused on building expertise in corporate finance and accounting through four six-month rotational assignments combined with eight intensive analytical courses. Courses include Foundations of Accounting, Product and Services Accounting, Digital Finance, Commercial Finance, Supply Chain Finance, FP&A, Financial Services, and Financial Controls.1st rotation - Operational Controllership - Cincinnati, OH2nd… Show more The Financial Management Program (FMP) is a leadership development program focused on building expertise in corporate finance and accounting through four six-month rotational assignments combined with eight intensive analytical courses. Courses include Foundations of Accounting, Product and Services Accounting, Digital Finance, Commercial Finance, Supply Chain Finance, FP&A, Financial Services, and Financial Controls.1st rotation - Operational Controllership - Cincinnati, OH2nd rotation - Commercial Engines Operations FP&A - Cincinnati, OH3rd rotation - Aviation Military Systems, Long-term Service Contracts - Lynn, MA4th rotation - Aviation Military Systems, Commercial Finance - Lynn, MAExtra Curricular:1st Rotation - Financial Management Program Coordinator, Community Service Fund Campaign3rd Rotation - GE Financial Management Program Global Council member4th Rotation - GE Financial Management Program Global Council member Show less

Greater Boston Area

- Liaised with brokers and banks on behalf of firm clients daily, facilitating stock loans in international markets - Collected cash collateral from brokers on all new loan positions daily - Agreed mark-to-market price with brokers, executing collateral movements for all open loan positions daily - Reported draft intra-day client cash estimates to internal trading desk and final intra-day figures to clients - Executed return of international stock with agent banks, and… Show more - Liaised with brokers and banks on behalf of firm clients daily, facilitating stock loans in international markets - Collected cash collateral from brokers on all new loan positions daily - Agreed mark-to-market price with brokers, executing collateral movements for all open loan positions daily - Reported draft intra-day client cash estimates to internal trading desk and final intra-day figures to clients - Executed return of international stock with agent banks, and ensured settlement of daily trades - Troubleshooted failing trade issues with brokers and banks - Recorded and maintained daily client income for month-end reporting Show less

Madrid, Spain

Created/implemented metrics dashboard, aggregating business performance data for local CEOTested new client Fleet Management system and lead progress reporting for region to global integration teamCalculated Deferred Revenue, FAS91, and prepaid customer invoice for financial close reportingPerformed monthly account reconciliations for Accounts Receivable and PayableAudited ~45m € historical European VAT reporting for submission to tax audit agency

Lynn, Ma

Owned reporting of financial results of four Military service contracts, $320MMitigated company risk via Long-term deferred accounting methods during Financial CloseReported contract financial results to Program ManagersCreated invoices and billed customers through various internal and external systems Built rapport with DCMA to ensure payment of $17m outstanding Accounts Receivable balanceSimplified accounting process for three contracts, increasing analyst accuracy and… Show more Owned reporting of financial results of four Military service contracts, $320MMitigated company risk via Long-term deferred accounting methods during Financial CloseReported contract financial results to Program ManagersCreated invoices and billed customers through various internal and external systems Built rapport with DCMA to ensure payment of $17m outstanding Accounts Receivable balanceSimplified accounting process for three contracts, increasing analyst accuracy and efficiencyAudited $140m contract, reported results and recommendations to Program Managers and CFO of Aviation Military Systems Show less

Lynn, Ma

Spearheaded Sand-Ingestion Test Documentary coordinating and filming effortCollaborated with Management and Engineering to set pre-test qualificationsCoordinated with CI Group and MTU Aero to capture qualificationsTrusted to generate and maintain forms for release of Proprietary Information MaterialEdited and co-wrote proposal letter for period of performance extension proposal

Peabody, Ma

- Created finical books for MugPaint.com, a subsidiary company.- Worked on the production floor creating assembly lines for other companies such as Toyota, McMaster-Carr, and General Electric.

Marblehead, Ma

- Set up Main Dining Room, Porch, and all other dining facilities- Maintained tables and dining halls during shift- Assisted members- Served meals and alcoholic beverages- Ran meals from kitchen to waiters to be served- Accrued extensive menu and wine knowledge to advise customers

Beverly, Ma

- Prepared store for opening and closing- Decorated Pastries and prepared variety of beverages - Assisted Customers in person and on the phone- Managed special orders during shift- Operated cash register, maintaining proper balance- Managed employee shift schedule

Bachelor Of Science In International Business, Finance, Management, And Spanish, Cum Laude

Activities and Societies: Zeta Beta Tau - Gamma Psi Chapter, External Vice President and Founding Father The Bachelor of Science.

Bachelor'S Degree, Negocios Internacionales - Finanzas Y Gestión, E4

Bachelor'S Degree, Business Administration And Management, General

A study abroad program offered by Northeastern University: The mission of The N.U.in Program is to be a unique and innovative first-year.

High School

Activities and Societies: Honor Roll, National Honors Society, Spanish National Honors Society, Varsity Volleyball, Korean Student.