Marc Moretti Email & Phone Number

Brookline, Massachusetts, US

Dallas, Texas, US

• Prepare annual financial plans, quarterly re-plan, budgets and forecasts, month-end reporting and analysis of budget-to-actual results.
• Produce various dashboards for management reporting, trend analysis, and ad hoc analysis to support management decision-making initiatives.
• Rebuilt entire company financial P&L model; reworked cost center structure and cost allocations to better align with business unit entities; changes led to improved forecast/budget process for the eventual transition.
• Lead implementation of financial planning software system (Adaptive Insights); lead internal team and external consultants to achieve implementation goals; ensure implementation meets current business needs and scales.
• Successfully forecasted company’s quarterly EBITDA leading to meeting or exceeding Wall Street guidance in 14 financial reporting periods covering and 3+ year period.
• Member of the due diligence team working on the sale process of the company; leveraged financial P&L model to quickly provide prospective buyers with future year’s financial outlook including EBITDA, Headcount, OPEX.

Waltham, MA, US

• Responsible for companywide financial planning including full P&L, Statement of Cash Flows and Balance Sheet.
• Implemented and maintained financial planning software system (Infor); successfully scaled software system as company grew more than 400% over a 7 year period.
• Managed staff and delegated duties to successfully achieve departmental goals.
• Successfully forecasted company’s quarterly EBITDA leading to meeting or exceeding Wall Street guidance in all 30+ financial reporting periods covering and 8+ year period.
• Helped lead transition of Constant Contact financial plan over to Endurance Group; identified over $50M of expense synergies.
• Assisted in preparation of Board Meeting presentations; provided current budget and forecast information as well as explanations for actual vs. budget variances.

US

• Worked with functional managers and directors to analyze budget performance and researched variances to budget and tracked expense allocations.
• Produced detailed reports comparing actual revenues and expenses against budget expectations.
• Estimated and forecasted quarterly commission expense in excess of $4MM.
• Provided support to Sales and Finance departments in the area of sales analysis, including software revenue growth, revenue per license, average selling price and win/loss rates.
• Trained and monitored performance of new employee in the position of Commissions Analyst.
• Interfaced with Contracts and Accounting departments to ensure accurate regional and global revenue recognition.

Master Of Business Administration (M.B.A.), Finance

Bachelor Of Applied Science (B.A.Sc.), Economics - Finance