Mark Spellman Email and Phone Number
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With over six years of experience in FP&A at Woodruff Sawyer, one of the largest insurance brokerage and consulting firms in the US, I am a passionate and results-oriented leader who strives to deliver value and insights to the business. I have a master's degree in data science, which enables me to apply advanced analytical techniques and tools to complex financial problems.As the AVP and Senior Manager of FP&A, I run the day-to-day operations of the FP&A team, leading the budgeting, forecasting, and reporting processes for all business units. I also create and maintain dashboards in Tableau, Power BI, and Excel to provide visibility and transparency to the management and stakeholders. As the system administrator for Adaptive Planning, I ensure the accuracy and efficiency of the financial system. Furthermore, I perform ad-hoc analysis and develop financial models to help with forecasting and decision making. Some of the projects I have worked on include accuracy tracking, commission modeling, and scenario planning. My goal is to leverage my data science skills and financial expertise to support the growth and profitability of Woodruff Sawyer.
Macrohealth
View- Website:
- macrohealth.com
- Employees:
- 59
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Senior Financial AnalystMacrohealth Oct 2024 - Present
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Avp And Senior Manager, Fp&AWoodruff Sawyer Jan 2023 - Dec 2023• 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 -
Avp And Manager, Fp&AWoodruff Sawyer Jul 2022 - Jan 2023Denver Metropolitan Area
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Senior Financial Analyst - Fp&AWoodruff Sawyer Oct 2020 - Jul 2022Greater Denver Area
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Financial Analyst - Fp&AWoodruff Sawyer Jun 2017 - Oct 2020Denver, Colorado, United States
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Financial AnalystAxispoint Health Feb 2016 - Jun 2017Westminster, 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 -
Senior AnalystAlden Torch Financial Apr 2015 - Feb 2016Greater 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.
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Financial Planning And System AccountantReal Capital Solutions Apr 2013 - Mar 2015Louisville, 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 -
Data Services AnalystEnvestnet Asset Management Jul 2011 - Mar 2013Greater 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.
Mark Spellman Education Details
Frequently Asked Questions about Mark Spellman
What company does Mark Spellman work for?
Mark Spellman works for Macrohealth
What is Mark Spellman's role at the current company?
Mark Spellman's current role is Finance Leader | Budgeting, Analytics, Workday Adaptive Planning.
What is Mark Spellman's email address?
Mark Spellman's email address is ms****@****dco.com
What is Mark Spellman's direct phone number?
Mark Spellman's direct phone number is +130192*****
What schools did Mark Spellman attend?
Mark Spellman attended University Of Denver - Daniels College Of Business, Colorado Technical University.
Who are Mark Spellman's colleagues?
Mark Spellman's colleagues are Shrinivas Khandekar, Adaobi Egeonu, Aaron Flint, Gustavo Pintore, Angela Jerkins, Muhammad Kashif, David Angelone.
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