Mark Levitas, Mba Email & Phone Number

Toronto, On, Ca

KPMG, one of the leading Big 4 accounting firms, provides audit, tax and advisory services and industry insight to help organizations negotiate risk and perform in today's dynamic and challenging environments.

New York, Ny, Us

Geller & Company is a premier strategic financial advisory firm whose key client is a leading multi-billion dollar financial services company who outsources its finance organization to Geller. This includes financial planning, analysis and reporting; budgeting and forecasting; and accounting, with strategic and operational oversight of compensation, capital expenditures, real estate and other worldwide areas.Oversaw all consolidation activities for above mentioned client's Enterprise Solutions business. Annual revenues were near $1B.➢ Prepared Annual Budget: owned detailed budget model. Prepared commentary and prevailing assumptions based on business discussions. Worked closely with Corporate FP&A team on the budget process and deliverables. ➢ Submitted Monthly Forecast: reviewed actual and forecasted spending patterns, discussed, with heads of business, forward looking expectations and business needs and revised forecast accordingly. Loaded the forecasts into financial reporting system and provided meaningful commentary for any changes.➢ P&L Knowledge and Ownership: Worked closely with key department heads, within the business, in order to fully understand relationships with key vendors, contracts impacting the P&L and to be in a position to provide guidance and input on areas for financial improvement.➢ Capital Reporting: tracked all capital expenditures, worked with business to properly obtain approvals for capital purchases and ensured they routed correctly for processing.➢ Tracked Global Headcount: reviewed weekly headcount for accuracy and changes; Met regularly with HR Business Partner and Head of Recruiting.➢ Senior Mgmt Presentations: collaborated with heads of business to compile and present quarterly business review presentations to senior management. Presentations were typically 60-100 pages in length and included business and product overviews as well as financials reviews of the business.➢ Effectively managed a staff of four.

Charenton Le Pont Cedex, Fr

Nassau Vision Group/Essilor of America is the preferred provider of vision care products for the optical community. They build, distribute and restock one of the largest inventories of state-of-the-art eye care products from the most reputable optical manufacturers in the world. Supervised all financial activities for Nassau Vision Group. Annual revenues were $220M.➢ Oversaw all finance functions (month end close, monthly reporting, budget, forecast, capital expenses, headcount reporting, business analysis, corporate bonus payouts, sales commissions).➢ Working closely with the Nassau President and senior team, participated in strategic projects and developing plans to strengthen and evolve the business model to enhance differentiation and performance.➢ Presented a comprehensive and summarized reporting package to monitor month over month performance in all critical areas – sales, gross margin, expenses, balance sheet and cash flow for each line of business.➢ Compiled and assisted in the presentation of the monthly business financial review to corporate CEO and CFO, guiding the Nassau President in key themes and conclusions that led to action plans.➢ Oversaw balance sheet reconciliations on all accounts, including appropriateness of reserves, valuation, and obsolescence.➢ Supported business development activities such as acquisitions and strategic alliances with financial analyses and recommendations. Participated in the development and negotiation of terms.➢ Partnered within business unit functions to cooperatively set key performance metrics that support overall performance and financial objectives.➢ Created sales compensation plans for the Nassau salesforce and tracked performance against those plans to ensure accurate quarterly commission payouts.➢ Monitored the daily reliability of Oracle finance applications through interfacing with corporate IT and directing the local IT support resources in business unit priorities. ➢ Managed a staff of five.

Toronto, On, Ca

Thomson Reuters Healthcare delivers healthcare data and analytics to payers and providers through advisory, analytic and consulting offerings. Managed financial reporting for the Technology and Product Management operating functions. Annual revenues were $450M.➢ Oversaw the month-end close, budgeting, forecasting and monthly reporting packages.➢ Calculated annual bonus payouts. Calculations were based on a combination of corporate performance and individual performance goals/targets.➢ Reviewed and negotiated annual vendor management agreements. ➢ Created and implemented allocation methodologies for our shared services functions, tracked headcount, while managing capital spending and various ad-hoc projects. ➢ Identified opportunities to change existing processes and proposed improvements to streamline the use, collection and presentation of data.➢ Developed financial models for new products.➢ Liaised directly with senior management within Thomson Reuters Healthcare.➢ Conducted various business analytics to help identify areas where the business could grow and become more efficient.➢ Coordinated with internal/external partners in providing financial support for the eventual sale of the healthcare business.➢ Managed three professionals.

New York, Ny, Us

Standard & Poor’s is the world’s largest, global resource for index-based concepts, data and research fulfilling the needs of institutional and retail investors. Supported the Structured Finance organization. Annual revenues were $700M.➢ Reviewed monthly financials with departmental managers, month-end closes (actual reporting and estimate forecasting), budgeting and numerous ad-hoc analyses. ➢ Analyzed various ratios such as ROI, Gross Margin, NPV, etc. to assist in the decision making of corporate investments for development projects, acquisition targets and expansion into new countries.➢ Reconciled all relevant Accrual Accounts ensuring beginning and ending balance accuracy. Tracked all expenses and accrual amounts while maintaining various spreadsheets to track upcoming commitments. Also, tracked Risks and Opportunities. ➢ Frequently conducted project analyses for different individuals. ➢ Processed monthly revenue billings to clients and reviewed monthly revenue estimates for reasonability.

InterWave Communications is a provider of compact wireless communications systems with an international standard for voice and data communications. Annual revenues were $52M.➢ Administered daily duties of corporate financial planning and analysis for the worldwide organization made up of over 300 employees. Interacted regularly with the VP of Finance, CFO and other senior level managers.

Us

Exodus Communications is an Internet hosting service and Internet service provider to dot-com businesses.Annual revenues were $325M. ➢ Managed monthly, quarterly and annual budget, planning and reporting process. ➢ Solely responsible to account for and report 20% of Exodus’ operating expenses.➢ Frequent and efficient interaction with senior management; including VPs, CFO and the CEO of the company.

Fremont, Ca, Us

Seagate Technology is the global leader in data storage solutions, developing amazing products that enable people and businesses around the world to create, share and preserve their most critical memories and business data. Annual revenues were $6B. ➢ Oversaw spending for the US Sales, Marketing and Product Line Management organizations, approximately 400 employees and 150 different cost centers. ➢ Interacted regularly with Managers, Directors and VP’s. ➢ Six-Sigma trained.

Mba, Finance

Bachelor Of Science (B.S.), Statistics