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Marcus Bufford Email & Phone Number

Certified Public Accountant at Edelman Financial Engines
Location: Boston, Massachusetts, United States 8 work roles 2 schools
1 work email found @edelmanfinancialengines.com 5 phones found area 337, 225, 210, and 704 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email m****@edelmanfinancialengines.com
Direct phone (337) ***-****
LinkedIn Profile matched
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Current company
Role
Certified Public Accountant
Location
Boston, Massachusetts, United States

Who is Marcus Bufford? Overview

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Quick answer

Marcus Bufford is listed as Certified Public Accountant at Edelman Financial Engines, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at edelmanfinancialengines.com, phone signal with area code 337, 225, 210, 704, and a matched LinkedIn profile for Marcus Bufford.

Marcus Bufford previously worked as Director, Financial Reporting and Technical Accounting at Edelman Financial Engines and Senior Manager, Financial Reporting and Technical Accounting at Edelman Financial Engines. Marcus Bufford holds Master Of Science - Ms, Accounting from Louisiana State University.

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Email format at Edelman Financial Engines

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{first_initial}{last}@edelmanfinancialengines.com
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Profile bio

About Marcus Bufford

Enthusiastic Certified Public Accountant with over 10 years accounting experience in variety of roles, mostly Big 4 public accounting providing external audit and assurance services, and Financial Reporting and Technical Accounting, SOX compliance, and M&A Due Diligence and Integration. A motivated professional and fast learner with strong PC technology skills and in-depth knowledge of GAAP Accounting and Reporting requirements. Management style centered on positively motivating team members through various techniques, such as educational discussions, coaching, positive reinforcement, respectful interaction, and “big picture” themed explanations geared toward team members understanding their role and the value of their contribution toward the overall successful result. Management/Leadership Methodology:Effective leaders INSPIRE team members to achieve goals. Creating a positive environment is vital in facilitating success. As a leader, I strive to ensure every member of my team feels included, and I always encourage healthy discussions to facilitate a progressive learning environment. I am very passionate about teaching important and valuable skills that promote overall growth of my team members because I believe, as a team leader, I am only as strong as the team that supports me. Through positive reinforcement, confidence, open communication channels, and promoting an environment that supports opportunity for personal growth, I strive to encourage my team members and staff to develop a sense of pride in their work. In knowing the purpose of specific job functions, team members gain an understanding of the overall value of their contribution. As a result, these team members become self-motivated to achieve their goals and the goals of the team. High quality results are generated by motivated team members proud of their contributions and a positive and healthy work environment is created.

Listed skills include Auditing, Gaap, Sarbanes Oxley Act, Us Gaap, and 50 others.

Current workplace

Marcus Bufford's current company

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Edelman Financial Engines
Edelman Financial Engines
Certified Public Accountant
AeroLeads page
8 roles

Marcus Bufford work experience

A career timeline built from the work history available for this profile.

Director, Financial Reporting And Technical Accounting

Current

Santa Clara, California, Us

*Perform technical research on complex accounting issues and provide accounting consultation advice to business partners, including consultations related to Revenue Recognition (ASC 606), Goodwill and Other Intangibles and Internal Use Software (ASC 350), Debt Modifications and Extinguishment (ASC 470), Stock Compensation (ASC 718), Business Combinations (ASC 805), Derivatives and Hedging Instruments (ASC 815), and Fair Value Measurement (ASC 820)* Lead the implementation of new US GAAP accounting standards, included Leases (ASC 842)* Draft and maintain accounting policies and technical accounting memos* Oversee certain complex accounting areas e.g., stock-based compensation, internally used software, debt, M&A accounting, goodwill impairment analysis etc.* Coordinate the equity and other stock-based comp valuation work with an external valuation firm* Prepare monthly consolidated financial statements including cash flows and working capital analysis for internal management reporting* Prepare quarterly and annual external financial statements and accompanying footnote disclosures* Primary contact for the external audit responsible for ensuring successful audit results and compliance with independence standards* Identify opportunities or process improvements and drive the implementation of the solution* For acquisitions, partner with the M&A team to perform financial due diligence, lead technical accounting side of purchase price accounting and fair value of intangible assets acquired, and project manager for post acquisition finance and accounting integration* Project manager for external audits of company benefit plans* Responsible for effective design and maintaining compliance with internal controls over financial reporting

Sep 2022 - Present

Senior Manager, Financial Reporting And Technical Accounting

Santa Clara, California, Us

Nov 2019 - Aug 2022

Audit Manager, Financial Services Office (Fso) - Insurance, Audit And Assurance Services

Ey

London, Gb

Perform external audits of Publicly Traded and Private Companies reporting US GAAP and NAIC Statutory-based financial statements, attestation engagements, compliance audits, and agreed upon procedures. Specialization: Property & Casualty (P&C) and Health Insurance IndustryEvaluations of the design and operating effectiveness of Internal Controls over Financial Reporting (ICFR)Research technical accounting matters and assist clients with proper accounting and disclosureManage multiple audit engagements and projects with teams consisting of 4-10 professionals and provide coaching to develop rising audit staff and seniorsCommunicate real time feedback and performance evaluations to audit staff and seniorsDesignated as a career counselor for various staffRecruiting and hiring new and experienced hire candidatesProject management from planning to conclusion, including budget planning, comparison to actuals, and ultimate profitabilityCoordinate and evaluate global partners that assist with the auditsAssess risk of material misstatement, including evaluation of management's ability to manipulate earnings and commit fraudIdentify and purse potential business opportunities to expand EY's market shareRepresent EY at various professional networking eventsInstructor at national firm wide trainings about audit and accounting concepts, as well as important people skills and project management techniques. Identify and pursue opportunities for new business or additional services to existing business.Utilize big data and design innovative substantive audit analytical procedures.

Oct 2014 - Oct 2019

Senior Accountant, Financial Reporting

Baton Rouge, La, Us

• Reporting and Analysis of Financial Statement• Supervise, coach, and review various work of department accounting staff• Evaluate business operations and accounting processes to identify inefficiencies and utilize tools, such as Excel, Macros, Access, Visual Basic, SharePoint and Query Builder, to develop integrated and automated steps to increase productivity. • Fixed Asset Management Team Leader - Maintain Fixed Assets Sub-ledger (PeopleSoft Financials) - Lease Contract Review and Evaluation (Capital vs. Operating) - Reconciliations and Analysis Reports - Company-wide communication to Managers regarding capital acquisitions - Principal contact to personnel regarding Fixed Asset and Lease Accounting - Custom queries and ad-hoc reports for Management Analysis - Physical Inventory Inspections - Corporate policy revision and creation and procedures documentation - Oversee accounting systems interface to identify, investigated, and resolve issues.• Monthly Accounting Close Process, including various complex accruals • Accounting contact for Internal/External Auditors and Regulatory Examiners.• Research and interpret company impact from regulatory updates (FASB, IRS, NAIC) and deliver evaluation conclusions to Management.

Jan 2013 - Sep 2014

Senior Associate, Audit And Assurance Services

Worldwide, Oo

• Audit experience includes large private corporations in the Manufacturing Industry• Responsible for executing planning procedures for each engagement, including risk and control identification, statistical calculations for testing sample sizes, calculation and documentation of materiality, and facilitating team and client fraud and other discussions.• Supervise and review on a detailed basis all work performed by staff on the engagement• Attend audit, accounting, and industry specific trainings routinely and effectively apply the knowledge and skills gained to audits• Provide on the job coaching to staff, instructing them on the nature of the industry, client, accounting guidance, and audit methodology in order to ensure high quality work, as well as to facilitate their growth

Jul 2012 - Jan 2013

Senior, Audit And Assurance Services

London, Gb

• Audit experience includes SEC Registered Publicly Traded Companies’ Quarterly and Annual filings (including SOX Compliance), Oil & Gas Exploration and Production, Life, Health, and Property & Casualty Insurance, and Gaming and Entertainment• Responsible for executing planning procedures for each engagement, including risk and control identification, team discussion facilitation, client communication, and organization of team schedules• Prepare Financial Statements and related Footnote Disclosures, including preparing consolidation and elimination entries as well as conversion between GAAP and Statutory Basis reporting in some instances.• Supervise and review on a detailed basis all work performed by staff on the engagement• Attend audit, accounting, and industry specific trainings routinely and effectively apply the knowledge and skills gained to audits• Provide on the job coaching to staff, instructing them on the nature of the industry, client, accounting guidance, and audit methodology in order to ensure quality and successful work, as well as to facilitate their growth• Responsible for the successful completion of the audit substantive procedures executed during fieldwork• Consistently received positive scores on performance reviews for audit engagements indicating met and exceeded expectations• Led discussions at various office wide training events, reviewing proper audit and accounting methods on specific topics, as well as communicating recent updates to guidance for U. S. Generally Accepted Auditing Standards (GAAS) and U. S. Generally Accepted Accounting Procedures (GAAP).

Oct 2009 - Jun 2012

Audit Intern

Chicago, Il, Us

• Performed year end substantive procedures on various year end audit engagements• Performed unsupervised physical inventory observations• Participated in team building and intern events hosted by the audit executives

Jan 2008 - Mar 2008

Intern

Baton Rouge, Louisiana, Us

• Assisted with daily office operations• Processed federal and state tax returns for both individuals and corporations• Maintained file room• Responsible for updating the tax library as new pronouncements were issued.

Jan 2005 - Jan 2006
2 education records

Marcus Bufford education

Master Of Science - Ms, Accounting

Louisiana State University

Bachelor Of Science - Bs, Accounting

Louisiana State University
FAQ

Frequently asked questions about Marcus Bufford

Quick answers generated from the profile data available on this page.

What company does Marcus Bufford work for?

Marcus Bufford works for Edelman Financial Engines.

What is Marcus Bufford's role at Edelman Financial Engines?

Marcus Bufford is listed as Certified Public Accountant at Edelman Financial Engines.

What is Marcus Bufford's email address?

AeroLeads has found 1 work email signal at @edelmanfinancialengines.com for Marcus Bufford at Edelman Financial Engines.

What is Marcus Bufford's phone number?

AeroLeads has found 5 phone signal(s) with area code 337, 225, 210, 704 for Marcus Bufford at Edelman Financial Engines.

Where is Marcus Bufford based?

Marcus Bufford is based in Boston, Massachusetts, United States while working with Edelman Financial Engines.

What companies has Marcus Bufford worked for?

Marcus Bufford has worked for Edelman Financial Engines, Ey, Blue Cross Blue Shield Of Louisiana, Deloitte, and Ernst & Young.

How can I contact Marcus Bufford?

You can use AeroLeads to view verified contact signals for Marcus Bufford at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Marcus Bufford attend?

Marcus Bufford holds Master Of Science - Ms, Accounting from Louisiana State University.

What skills is Marcus Bufford known for?

Marcus Bufford is listed with skills including Auditing, Gaap, Sarbanes Oxley Act, Us Gaap, Sec Filings, Internal Controls, Accounting, and Financial Statements.

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