Marc Curtis

Marc Curtis Email and Phone Number

Chief Financial Officer - Fractional @ Totumai
Boston, MA, US
Marc Curtis's Location
Greater Boston, United States
About Marc Curtis

Highly skilled, adaptive executive leader, successful at navigating the intersections of financial planning and analysis, operations, and strategy, who provides a financial perspective on business and strategic needs to influence and drive results that achieve organizational alignment and financial performance objectives. Consistently showcases excellent strategic thinking and problem solving, complemented by proficient analytical skills, budgeting expertise, key metric analysis, and project management prowess to drive company direction and accelerate growth. Demonstrates exceptional communication, writing, presentation, and interpersonal skills combined with engaged leadership in team development, cross-functional collaboration, and effective project and stakeholder management to build strong internal and external relationships.My Areas of Expertise:Financial Planning and Analysis | Strategic Thinking | Cross Functional Leadership | Key Metric Analysis | Problem Solving | Project Management | Presentation Skills | Forecasting and Budgeting | Team Development | Financial Modeling | Acquisition Integration | Communication Skills | Process Improvement | Cost Reduction | Negotiation | Client Relations

Marc Curtis's Current Company Details
Totumai

Totumai

View
Chief Financial Officer - Fractional
Boston, MA, US
Website:
broadridge.com
Employees:
9823
Marc Curtis Work Experience Details
  • Totumai
    Chief Financial Officer - Fractional
    Totumai
    Boston, Ma, Us
  • Broadridge
    Vp Financial Planning & Analysis - Gto Development
    Broadridge Jul 2023 - Present
    Newark, New Jersey, United States
    Partner with finance and technology teams to develop and manage multi-year strategic plans, annual budgeting, monthly forecasting and actual reporting aligning initiatives with organizational objectives and facilitating data-driven decision-making processes.• Identify and drive process improvements and financial reporting changes across FP&A and external clients to create the first ever fully stand-alone strategic plan and operating budget for the technology organization. • Collaborate with executive stakeholders to develop and enhance key performance indicators across multiple product offerings, focusing on total cost of ownership, resource capacity planning, and organizational cost containment to drive achievement of long-term operational strategies and performance objectives.• Partner with the CTO staff, finance and human resources to generate ~$24M of expense reductions through organizational restructuring ensuring data consistency across all teams and accuracy of the operating plan while maintaining operational integrity.
  • Broadridge
    Vp Financial Planning & Analysis - Investment Management Solutions
    Broadridge Sep 2019 - Aug 2024
    Newark, New Jersey, United States
    Oversaw the financial performance and a high performing diverse FP&A team of five for the investment management division—served as a strategic counsel to senior leadership and ensured robust financial planning and analysis for all five business units to successfully deliver monthly and year to date actuals, forecasts and variance commentary; strategic plan and operating plan projections; and other financial analysis as required to achieve financial objectives.
  • Broadridge
    Vp - Business Process, Mutual Funds And Retirement Solutions
    Broadridge Jun 2015 - Sep 2019
    New York City Metropolitan Area
    Served as financial, operational and strategic confidant to fee billing and investment accounting business GMs and senior leadership team, directed all financial reporting and analysis, streamlined and negotiated client contracts, instituted process to improve project management accountability, managed business continuity activities, and fostered a culture of cooperation and inclusion to create an engaged workplace.
  • Broadridge
    Vp Operations & Finance, Mutual Funds And Retirement Solutions
    Broadridge Nov 2011 - Jun 2015
    New York City Metropolitan Area
    Collaborated with Division President, COO, and GMs to coordinate strategic planning, prepare executive-level presentations, track initiative execution and separately manage financial performance and reporting for two of five business units
  • Broadridge
    Chief Operating Officer, Registered Mutual Fund Proxy Business
    Broadridge Nov 2006 - Nov 2011
    Greater Boston
    Spearheaded the transformation of an independent entrepreneurial culture into a transparent business model, aligned operations with corporate goals, standardized processes, and implemented robust financial reporting procedures to improve accountability, predictability and operational efficiency.
  • Broadridge
    Financial Controller, Registered Mutual Fund Proxy Business
    Broadridge Sep 2003 - Nov 2006
    Greater Boston
    Led a team of well-trained professionals overseeing all aspects of daily accounting operations, monthly closings, financial reporting and client pricing. Implemented Sarbanes-Oxley program and ensured compliance with regulations.
  • Cooley Group
    Chief Financial Officer
    Cooley Group Jul 2001 - Aug 2003
    Pawtucket, Rhode Island, United States
  • Weigh-Tronix, Inc.
    Corporate Controller
    Weigh-Tronix, Inc. Jul 1999 - Aug 2001
    Providence, Rhode Island, United States
  • Johnson & Johnson
    Manager Financial Planning And Cost Accounting | Cma | Cfm | Cpim
    Johnson & Johnson Jul 1991 - Jul 1999
    Raynham, Massachusetts, United States
  • Campbell & Devasto Cpa'S
    Tax Accountant | Cpa
    Campbell & Devasto Cpa'S Jun 1989 - Jul 1991
    Scituate, Massachusetts, United States
  • Ey
    Staff Auditor
    Ey Jun 1987 - May 1989
    Manchester, New Hampshire, United States

Marc Curtis Education Details

Frequently Asked Questions about Marc Curtis

What company does Marc Curtis work for?

Marc Curtis works for Totumai

What is Marc Curtis's role at the current company?

Marc Curtis's current role is Chief Financial Officer - Fractional.

What schools did Marc Curtis attend?

Marc Curtis attended Bentley University.

Who are Marc Curtis's colleagues?

Marc Curtis's colleagues are Radhika Chimala, Murali Kondeti, Tony Ni, Sumia Hago, Mercedes Yanez, Matshitso Mpho, Sai Krishna Tangadpelly.

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