Mark Spellman Email & Phone Number

• Ran the day-to-day operations of the FP&A team of three analysts • Led and project managed company’s annual budget process and monthly forecast in Workday Adaptive Planning• Compiled monthly company summary file with division KPIs, monthly results, and detailed changes to the forecast • System Administrator for Workday Adaptive Planning • Architect for the rebuild of Workday Adaptive Planning to better utilize data within the company• Led and recognized for adaption of company’s financial data during the company’s reorganization • Performed Ad-hoc analysis and developed complex financial models to support executive leadership team• Created and maintained a five-year forecast, scenario models, and an internal ownership equity forecast model• Created financial dashboards in Tableau, Power BI, and Excel

Denver Metropolitan Area

Greater Denver Area

Denver, Colorado, United States

Westminster, Co

• Worked with the Executive Team to create multiple scenarios of the five-year forecast for all business units• Participated in Board Meetings to review pricing models and mid-year forecasts• Interfaced with Private Equity financial team to review models and projections • Collaborated with cost center Financial Analysts to collect, update and review forecast data• Built ad-hoc reports for Executive Team • Generated pricing for all out going bids and renewals and work closely with product and sales teams• Collected, updated, and distributed KPI workbook with information from Executive Management Team• Enhanced the Monthly Business Report model to include additional automation and updates workbook monthly • Frequently recognized by CFO and CEO for contributions to the financial modeling, process enhancements, and coordination with the Investment company• Completed NetSuite Trainings in Workflow Fundamentals and SuiteAnalytics - Financial Reporting & Searches

Greater Denver Area

• Built out the Budget Review, Funding and Trial Balance Review financial models to assist with the creation of the General Partner platform and improve the reporting received by properties• Update and track Assets Under Management for business units on a quarterly basis• Developed and presented new inspection platform to upper management and asset managers• Created time saving process enhancements for the Monthly Billing and Escrow Analysis procedures• Review and track monthly tasks completed by junior analysts including billing and monthly reporting to majority bond holders• Mentor team members including assisting with developing their Excel skills• Prepare notices to majority bond holders regarding changes to upper and lower tier ownership• Completed Dr. John W. Hanes Leadership Academy• Completed Mortgage Bankers Association - Multifamily Property Inspector Workshop in Washington D.C.

Louisville, Colorado

• Work closely with Asset Managers and the Accounting team to execute a detailed review of performance and forecast for each of the 100+ real estate private equity projects invested and/or managed by Real Capital Solutions ("RCS"). • Understand and track private equity deals ranging from multiple entities to complex loans. • Maintain TM1 financial software solution through account, project, and report updates.• Create new reports in TM1 using forecast data. • Helped create and on a bi-annual basis fill in a detailed portfolio status spreadsheet that is distributed to lenders involved in RCS projects.• Create ad hoc reports for the corporate division.• Participate in divisional monthly and quarterly financial reviews.• Review all project's performance semi-annually with President of RCS.• Rebuilt twenty year macro model for the Condo, Commercial and Homebuilding divisions

Greater Denver Area

• Originally hired by Prima Capital, an investment research and due diligence out sourcing provider, in the Data Services Analyst role. In April 2012 Prima Capital was purchased by Envestnet Asset Management and the data teams for both companies were merged and cross trained on both databases. • Manage and provide support on special data projects as well as identify, research, and resolve various data issues while maintaining service logs with detailed, concise records for each project or issue for both the PrimaGuide and Envestnet databases. • Responsible for collecting and ensuring the integrity of Quarter-end performance reporting data for the PrimaGuide universe of separately managed accounts. This involves comparing product statistics to previous quarters in an attempt to identify and resolve discrepancies. Data reviewed includes returns, holdings, AUM, asset allocation, country breakdown, fixed income characteristics, and composite specifics.• Responsible for writing and maintaining Qualitative Assessments (QAs) in a database of over 30,100 investment products, including mutual funds, separately managed accounts, exchange traded funds, hedge funds, and hedge funds of funds. QAs are one page documents used by financial advisors in client presentations that give an objective, in-depth overview of an investment product, including the philosophy, fundamental investment process, and portfolio management team. • Responsible for providing client and money manager support for the PrimaGuide database.• Designed technology updates for PrimaGuide to help streamline QA writing and managing process.• Create and use SQL query's to identify outlying data within databases.

Bachelor'S Degree, Finance

• Bachelor's of Science in Business Administration with an emphasis in Finance.

Masters Of Science In Computer Science, Data Science, 4.0

• Graduated - June 2020 • Completed classes in Data Warehouse Design, Machine Learning, and Data Analytics in R