Marc Paget Email & Phone Number

New York City, New York, Us

Venture Capital Financial Planning & Analysis (FP&A)

Chiyoda-Ku, Tokyo, Jp

Corporate and Investment Banking Financial Planning & Analysis (FP&A)Manage a team of sixteen (finance team of four employees plus twelve junior bankers) supporting twelve industry verticals ($150 billion in exposure and $2 billion in revenue). Trusted advisor within the finance department delivering strategic and financial support to the CEO, CFO and group heads of the Corporate and Investment Bank (CIB). Promoted from Vice President to Director in 2019. - Lead, negotiate and communicate the three-year business plans (FY15-17, FY18-20, FY21-23), new products & initiatives, annual budgeting and monthly balance sheet and P&L forecasting - Provide commentary interpreting market movements, and provide qualitative and quantitative analyses that give insights to the strengths and weaknesses of each industry vertical- Guide the CIB group heads on key themes and how to present financial results to the CEO and CFO- Enable better decision making by streamlining financial operations to deliver deeper analysis on faster timelines- Development of the multi-year financial transformation project; from a gross revenue basis to a fully loaded view (down to RoE) to present the true profitability of the business - Manage the monthly reporting and quarterly business reviews outlining financial results, key performance indicators (KPI’s), profitability, business trends, competitor benchmarking and opportunities/risks- Develop and maintain business models used to analyze multiple scenarios and sensitivities- Track and monitor business performance against targets and raised concerns to management- Generate ideas for business development and create pitches around client coverage, vertical expansion and competitors- Oversee legal entity reporting, regulatory filings, Goodwill Impairment modeling and Transfer Pricing for the U.S. subsidiary

New York, Ny, Us

Investment Banking Division COO Led a team of five employees, performing financial reporting and business analytics for the Executive Committee, business heads and COO’s within the Investment Banking Division (IBD). Promoted from Associate to Vice President in 2013.- Developed strategic analytics and presentations with regards to revenue, balance sheet, competitor analysis, client meetings, deal pipeline, headcount, banker performance and client prioritization - Created and enacted the post-merger (Lehman Brothers and Barclays) IBD reporting global framework which included the design, implementation and communication of the management reports for the executive and product/industry group head reports within the Americas, Europe and Asia Pacific- Led the creation of the weekly and monthly management reports for the global industry heads and America’s country heads, reporting on KPI’s, trends and variances- Streamlined the production of management reporting that resulted in improved data quality, timely availability and fewer resource hours- Oversaw in-depth business reviews of sectors, products and geographies. Performed competitor benchmarking analysis, evaluated client prioritization, analyzed capital usage and produced banker performance scorecards - Acted as the liaison between the business and technology teams to drive improvements and changes in critical business applications

Us

Investment Banking Division COO Led a team of five employees, performing financial reporting and business analytics for the Executive Committee, business heads and COO’s within the Investment Banking Division (IBD). Promoted from Associate to Vice President in 2013.- Developed strategic analytics and presentations with regards to revenue, balance sheet, competitor analysis, client meetings, deal pipeline, headcount, banker performance and client prioritization - Created and enacted the post-merger (Lehman Brothers and Barclays) IBD reporting global framework which included the design, implementation and communication of the management reports for the executive and product/industry group head reports within the Americas, Europe and Asia Pacific- Led the creation of the weekly and monthly management reports for the global industry heads and America’s country heads, reporting on KPI’s, trends and variances- Streamlined the production of management reporting that resulted in improved data quality, timely availability and fewer resource hours- Oversaw in-depth business reviews of sectors, products and geographies. Performed competitor benchmarking analysis, evaluated client prioritization, analyzed capital usage and produced banker performance scorecards - Acted as the liaison between the business and technology teams to drive improvements and changes in critical business applications

New York, New York, Us

Management Consulting- Benchmarked the competitive position of bulge bracket, universal and regional investment banks using a proprietary fee-based model- Led the ongoing studies of four investment banks analyzing their market share and position by region, product, industry and client tier- Worked on strategic consulting projects ranging from budgeting/forecasting, developing entry strategies and new client coverage

Us

Human Resourcing Outsourcing- Managed and administered clients’ defined contribution plans which included trades, daily valuations and automated record keeping- Reconciled accounts and resolved issues with processes, systems and client information- Designed and built new processes that adhered to the plan guidelines

Bba, Finance & Information Systems

Bba, Finance & Information Systems

Education record