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
Totumai
View- Website:
- broadridge.com
- Employees:
- 9823
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Chief Financial Officer - FractionalTotumaiBoston, Ma, Us
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Vp Financial Planning & Analysis - Gto DevelopmentBroadridge Jul 2023 - PresentNewark, New Jersey, United StatesPartner 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. -
Vp Financial Planning & Analysis - Investment Management SolutionsBroadridge Sep 2019 - Aug 2024Newark, New Jersey, United StatesOversaw 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. -
Vp - Business Process, Mutual Funds And Retirement SolutionsBroadridge Jun 2015 - Sep 2019New York City Metropolitan AreaServed 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. -
Vp Operations & Finance, Mutual Funds And Retirement SolutionsBroadridge Nov 2011 - Jun 2015New York City Metropolitan AreaCollaborated 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 -
Chief Operating Officer, Registered Mutual Fund Proxy BusinessBroadridge Nov 2006 - Nov 2011Greater BostonSpearheaded 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. -
Financial Controller, Registered Mutual Fund Proxy BusinessBroadridge Sep 2003 - Nov 2006Greater BostonLed 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. -
Chief Financial OfficerCooley Group Jul 2001 - Aug 2003Pawtucket, Rhode Island, United States -
Corporate ControllerWeigh-Tronix, Inc. Jul 1999 - Aug 2001Providence, Rhode Island, United States -
Manager Financial Planning And Cost Accounting | Cma | Cfm | CpimJohnson & Johnson Jul 1991 - Jul 1999Raynham, Massachusetts, United States -
Tax Accountant | CpaCampbell & Devasto Cpa'S Jun 1989 - Jul 1991Scituate, Massachusetts, United States
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Staff AuditorEy Jun 1987 - May 1989Manchester, New Hampshire, United States
Marc Curtis Education Details
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Accountancy
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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