Mark Wise Email & Phone Number

Burlingame, California, United States

• Lead development of annual budget and rolling forecasts.• Prepare and present monthly financial results to directors and management team.• Provide analysis, communication and DCAA audit support for overhead, G&A and fringe rates.• Prepare five-year full financial forecasts in support of annual ESOP valuation process.

Limited consulting engagements in business intelligence, organizational structure and sustainability.

• Corporate Officer and Executive Team member.• Enhanced workflows to incorporate safety and compliance into daily practices such as waste profiling and logistics. • M&A and corporate development including integration of 3 major acquisitions.• Developed financial processes including standard cost accounting system.• Developed modern flash and financial reporting using business intelligence tools.• Managed responsive customer service team to build a client-focused, relationship-valuing culture with a performance orientation.• Led preconstruction and capture management team in sealed and negotiated bid qualification, estimating, review, and approval.• Negotiated and executed business contracts and key construction subcontracts.• Recruited software team and led development of a fully customized enterprise resource planning (ERP) software platform, “MousetrApp,” for core back-office functions including scheduling, dispatching, invoicing, and waste tracking by integrating desktop and mobile field data collection.

• Owned annual budgeting and strategic planning process that established consensus targets for each customer plus project, overhead, G&A and capital expense budgets and follow-on variance tracking in full P&L detail for up to 11 separate, geographically distributed profit centers. Continued these responsibilities throughout VP tenure, improving process and widening collaboration each year.• Responsible for monthly financial reporting cycle emphasizing P&L reports but also including WIP reconciliations, board reports and presentations. Analysis included non-financial metrics of sales effectiveness, resource utilization, market and service segment performance, and other benchmarks of continuous improvement.• Improved strategic analysis with advanced Excel techniques including data modeling, pivot tables and charts and statistical evaluation to support decisions.• Developed and codified standard workflow procedures governing business processes including pricing and spend approvals, CRM documentation and commissions. Developed templates and led training programs to ensure compliance with contracting, subcontracting, lien preservation, bonding and insurance.

• Generated or approved over 1,200 custom-tailored proposal and price quotes annually, achieving over 50% win ratios through effective listening and responsiveness.• Took over the 2 worst-performing and least profitable P&L business units (of 6 at the time), and within 3 years made them the best-performing and most profitable units.• Deployed Salesforce CRM system with customized workflows. Trained and developed sales staff.

Mba, Concentration In Strategy, Finance, General Business

Ba, English