Mark Roldan Email & Phone Number

Newport News, Va

Norfolk, Virginia Area

In this role, I supported the Systems team which primarily focused on IT and business development. I developed dashboards, initiated processes, and created models. My accomplishments include:- Developed dynamic dashboards in Power BI to show various pieces of information regarding the business that allow for quick and informed judgements for research and decision-making purposes- Developed VBA driven cost comparison model in Excel for analyzing deals allowing for efficient and detailed comparison of different deal components- Maintained SQL, NetSuite, and Excel tables and databases to preserve integrity of the information stored, thus reducing errors in interpreting the data- Mentored other analysts and served as a source of company information for other departments- Broke down and summarized complicated data to make it easier to understand for other departments to consume

Norfolk, Virginia Area

In this role, I worked with IT teams in an agile environment to ensure that they develop products strategically and functionally aligned with business needs. Current duties included:- Managed and prioritized workload for up to 2 IT agile teams- Ensured big initiatives spanning multiple months remain on track and functionally correct until completion- Gathered requirements from multiple subject matter experts and analyzed for overall impact to whole company- Tested for logic gaps and strategic fit of all workload items before prioritization, during development, and before release into production

Norfolk, Virginia Area

I am responsible for coordinating the portfolio acquisition process which begins with executing NDAs and initiating our due diligence procedures all the way to closing and funding . Other responsibilities include short term forecasts, contract reviews, ad hoc reporting, responding to client requests, and data management.- Worked with the finance team to fund millions of dollars worth of transactions each year- Coordinated all deal flow activity for the department, leading to timely due diligence and execution of hundreds of transactions that added up to $407 million in investment during 2014 alone- Created and automated multiple reports, cutting time spent on making reports by several hours- Streamlined and standardized processes, creating a smoother and easily understandable flow of information

Virginia Beach, Va

As an intern, I was responsible for supporting the group of project managers and analysts I worked with during the summer and was asked to continue throughout the year.- Trained project managers on financial tracking to improve project management results- Analyzed labor requirements for a project, leading to right-sizing of workforce to increase efficiency- Managed and communicated operational requests, resulting in 15% downtime reduction- Improved processes by creating detailed documentation, thus reducing errors and additional requests for assistance

Newport News, Virginia

As part of the Entrepreneurship Field Consultancy, my team worked to analyze the commercialization potential of technology patents by the Jefferson lab.- Analyzed commercial viability of client’s technological intellectual property (IP) using cost / benefit analysis, market segmentation, SWOT analysis, Porter’s 5 Forces, et al.- Formulated business models of chosen IPs with client involvement

Williamsburg, Virginia

As an analyst, I valued companies through a fundamental platform in an attempt to increase the school's $500,000 endowment.- Valued small to mid-cap firms looking for opportunities in the TMT and Financials sectors, resulting in deep exposure and understanding of different businesses through in depth research and analyses- To ensure due diligence, provided feedback to other analysts on their reports, giving them the chance to improve their reports by incorporating new information or to address concerns during their stock presentations- Persuaded fellow fund analysts through a presentation to sell a stock, locking in 13% gain- To determine the opportunities and risks to the fund, kept current with the market and tracked historical performance, detecting trends and strategies to compare to current fund status

Williamsburg, Virginia

My main responsibilities during this time lay in P&L review, reporting, and financial control oversight of the park operations department.- Created multimillion dollar budget strategies with vice president through modeling and forecasting of labor, expense, and revenues, ensuring correct coverage- Converted department accounting from cash to accrual system, leading to better cash flow control- Forecasted revenue and expenses to create reasonable budgets and expectations- Created labor management and budget tools, resulting in 10% increased efficiency and accuracy- Created interdepartmental report offering a multi-perspective view of current business status for strategic use- Suggested improvements using operational knowledge of 9 divisions, leading to 4 savings initiatives

Williamsburg, Virginia

As a supervisor, my main duties involved daily management of the team and location as well as to deal with minor problems immediately. In this short time span, I made one lateral transfer and then received a promotion a few months later to a higher supervisory level.- Adjusted labor in response to a dynamic environment, resulting in proper staffing- Supervised and trained over 150 team members to ensure quality of operations- Created schedules for team members, ensuring their shifts coincide with their stated availability- Managed certifications and audits, guaranteeing compliance with established best practices and regulations- Directed location operations, keeping location on budget and on time while still providing quality service- Solved minor problems with team members or customers immediately, preventing escalation of the problems and involvement of senior leadership

Norfolk, Virginia Area

I prepared personal taxes for individuals using Jackson Hewitt's proprietary system and training.- Prepared taxes for clients, advising them on tax laws and procedures current at that time- Upsold products such as refund loans and the smart card, creating additional revenue for the firm

Norfolk, Virginia Area

I performed most of the daily work as I managed this small family business.- Handled transactions from beginning to end, from booking flights for clients to getting their tickets issued, providing a personalized experience to clients- Performed all computer maintenance work from daily troubleshooting to upgrades, leading to advanced knowledge of computer technology- Managed other financial and operational aspects of the family business, leading to an insight on the challenges of small business owners

Williamsburg, Va

Physical and mental safety was of utmost concern as I supervised and led groups through multiple exercises that challenged them physically and mentally to bring out their strengths and discuss their weaknesses.- Created and led tailored group programs, thus facilitating team building, self-assessment, and self-challenge- Debriefed groups on activity performance, allowing reflection on their strengths and weaknesses- Monitored group activity to ensure physical and psychological safety of all participants at all times- Prepared and stored all equipment, creating accountability for its proper use and storage

Norfolk, Virginia Area

In this position, I handled cases for clients who needed government assistance during the summer.- Interviewed clients to determine their eligibility for the Energy Assistance Program- Managed communication with clients including rejections, approvals, and follow ups to ensure clear and accurate communication- Researched cases and composed letters against client appeals, ensuring a well written and researched defense of the original denials going to senior leadership

Master Of Business Administration, Finance And Financial Management Services

Activities and Societies: Frank Batten Investment Fund Program, Entrepreneurship Field Consultancy, Alumni Relations Committee, Finance.

Bachelor Of Science, Biology