Nate Marks Email & Phone Number

Los Angeles, Ca, Us

Building FP&A from 0 to 100 | Driving Financial Results through Better Data > Better Reporting > Better accountability > Better decision making > Better Predictability > Better Operational Performance

American Fork, Utah, Us

Salt Lake City, Ut, Us

• Manage team over standard costing, purchase price variance, freight-in, freight-out, warehousing, warranty, and pellet mills• Drive gross margin improvement by partnering with leaders to identify opportunities and form action plans to hit goals• Leverage insights from channel and SKU profitability to inform decisions like free shipping, MAP drop, pricing strategy• Prepare and lead monthly accountability meetings with Operations’ leadership to inform profitability and performance

Salt Lake City, Ut, Us

• Managed the Marketing Department nearing $80M and maintained high accuracy staying within 4% of budget since 2020• Oversaw the P&L’s for Traeger.com, Amazon, Wayfair, and Walmart.com totaling over $100M in 2021, up 61% from PY• Created a model that flexed ads by using a targeted CP%, which enabled increased website sales from $300K/week to $2M• Guided CX through forecasting contact volume, managing headcount, and optimizing operations, 3% from 2021 budget• Produced and automated insights through querying data using SQL and leveraging Adaptive, Domo, and QuickSight

Salt Lake City, Ut, Us

• Helped build FP&A from inception as one of the first members growing financial culture, systems (Adaptive), and processes• Built Traeger’s corporate NIPO approval process, averaging $2.3M a week in requests and reducing process time to 6 days• Directed forecasting by aligning partners to strategic and financial targets and closely maintaining on a rolling 12 basis• Optimized processes to reduce month-end reporting and accountability meetings from two weeks down to two days• Assist accounting in month close activities such as accruals, reclasses, and prepaids, reconciling over $14M in 2.5 years

Lehi, Utah, Us

• Conducted ad hoc analyses for Chief Officers, including, cutting costs, modeling business opportunities, pricing products, projecting leads and sales, calculating sales funnel ratios and times, and gathering data to automate new analytical processes• Worked with the CFO to create reports on cash flows, budgets, commissions, and models pertaining to future growth• Prepared financials for audit by ensuring correct revenue recognition and reconciling of WIP, COGS, inventory and CapEx

Salt Lake City, Utah, Us

• Sourced and analyzed low-middle market companies, helping finance over $7 million in senior secured debt and warrants• Took part in monthly visits with the management of portfolio companies, assisting with operations and monthly reports• Supported the managing partner to develop the debt offering pricing, the term sheet and the pitch deck for the LPs

Salt Lake City, Utah, Us

The Sorenson Global Impact Investing Center is a leader in developing the impact investing industry. Its student run fund invests in Program Related Investments for both early-stage capital and later-stage social thematic venture.• Conducted extensive due diligence through industry and market research, business analysis and financial forecasting on impact investments such as mobile money in India, economic development, social impact bonds and education in Africa• Created valuation models, written reports and pitch books to present investment recommendations to the investment committee on venture capital and growth equity deals• Completed 7 deals within a 2 week deadline, collaborating on teams, resulting in funding of 2 of the 7 ventures

Salt Lake City, Utah, Us

• Selected as 1 of 24 analysts out of over 100 applicants, managing an equity fund of $350K in assets under management• Monitored the performance of 3 securities within TMT and Mining, recommending companies for buy, hold, or sell• Created comparable company analyses by matching performance against comps’ stock, common size financials, and ratios• Assessed industry trends, major players, product innovations, and competitive landscape for investment in nuclear energy

Midvale, Ut, Us

• Built spreadsheets to organize over 10,000 monthly transactions, aiding in managerial decisions on company spending• Presented compliance results to management of over 200 operations, recommending improvements on new systems• Assisted management in creating a pitchbook and presenting on campus for 75 Beta Alpha Psi accounting club students

Salt Lake City, Utah, Us

• Helped students understand and practice financial statements, accrual accounting, journal entries and stress management• Held monthly trainings to implement affective teaching, leadership, and soft skills in order to address students’ needs

Anchorage, Ak, Us

• Promoted from local to highway tour guide and entrusted to lead tours for Holland America’s highest paying clients• Improved guest’ experience by creating synergies on teams, netting a twofold increase in my second year earnings• Provided 27,000 miles of narration and customer service to people with a variety of multicultural backgrounds

Bangalore, In

• Solved at least 15 problems a day by interacting with over 100 contractors and auditing 60 subdivisions

Master Of Business Administration - Mba

Bachelor’S Degree, Finance

Associate’S Degree, Bachelor Of Science