Senior Financial Analyst
Current
Sep 2024 - Present
AeroLeads people directory · profile
Max Applegate Email & Phone Number
FP&A | Strategic Finance | Portfolio Management | BizOps |
at
Squarespace
1 work email found
@americanexpress.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
FP&A | Strategic Finance | Portfolio Management | BizOps |
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Max Applegate? Overview
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Quick answer
Max Applegate is listed as FP&A | Strategic Finance | Portfolio Management | BizOps | at Squarespace, a company with 1275 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at americanexpress.com and a matched LinkedIn profile for Max Applegate.
Max Applegate previously worked as Senior Financial Analyst at Squarespace and Portfolio Manager at American Express. Max Applegate holds Bachelor’S Degree, Finance from Arizona State University.
Company email context
Email format at Squarespace
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{first}.{last}@americanexpress.com
86% confidence
AeroLeads found 1 current-domain work email signal for Max Applegate. Compare company email patterns before reaching out.
Profile bio
About Max Applegate
I am a life long learner passionate about using numbers and financial data to solve real world problems. I have been at American Express since 2017 in various portfolio roles partnering with departments across the organization to ensure accuracy of portfolio financials and enable better, faster, and smarter delivery. I graduated summa cum laude with a BS in finance from Arizona State University, a minor in economics and an international business certificate from the American University of Rome.
Listed skills include Leadership, Microsoft Excel, Microsoft Word, Powerpoint, and 1 others.
Current workplace
Max Applegate's current company
Company context helps verify the profile and gives searchers a useful next step.
Squarespace
5 roles
Max Applegate work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
- Managed a financial portfolio within the technology organization by providing the FP&A, Strategic Finance, and BizOps functions for the team while partnering with various departments to ensure accuracy of portfolio.
- Leading annual investment and financial planning processes for portfolios ranging from $100-200M
- Preparing monthly financial reporting to key stakeholders focused on resourcing, financial modelling and data trending, risk identification
- Designing and maintaining a suite of analytics used to reconcile, forecast, and report financials leading to actionable investment guidance
- Building strong partnerships with technology, product, finance, and business stakeholders to maintain and deliver against technology roadmaps
Jul 2019 - May 2024
Portfolio Analyst
- Partner with the Portfolio Director to help define, plan, and build the investment portfolio for the Technology leadership teams we support
- Use data analytics and financial modeling for financial scenario forecasting, accounting reconciliations, and resource forecasting
Aug 2017 - Jul 2019
Development Office Assistant
* Performed Finance and accounting duties by reconciling accounts run through W.P. Carey* Researched events, projects, and donors that led to individual donations of up to $500,000* Assisted in stewardship of donors processes* Helped organized and operate events both on and off campus related to the business school.* Assisted in general operations of.
Aug 2015 - May 2017
Financial Services Intern
The M Group & Associates is the only ING agency in Tempe and one of two in the state of Arizona! Our ING branch office in Tempe is specifically dedicated to working with current undergraduate and graduate students at Arizona State University and helping them build successful careers in the financial services world. We make the training with our internship.
Aug 2014 - Dec 2014
Team & coworkers
Colleagues at Squarespace
Other employees you can reach at squarespace.com. View company contacts for 1275 employees →
MR
María Ramírez
Colleague at Squarespace
Ireland, Ireland
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NN
Niall Noone
Colleague at Squarespace
Malahide, Ireland, Ireland
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RH
Rob Hicks
Colleague at Squarespace
New York City Metropolitan Area, United States, United States
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JL
Jenny Louthan
Colleague at Squarespace
New York, New York, United States, United States
View →
JS
Joy Simmons
Colleague at Squarespace
Kapolei, Hawaii, United States, United States
View →
SL
Sarah Louchart
Colleague at Squarespace
New York, New York, United States, United States
View →
ZG
Zaria Gregory
Colleague at Squarespace
Bronx, New York, United States, United States
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VB
Vittorio Barbera
Colleague at Squarespace
Greater Turin Metropolitan Area, Italy
View →
JN
Jaspreet Nahal
Colleague at Squarespace
New York City Metropolitan Area, United States, United States
View →
DL
Derek Lin
Colleague at Squarespace
New York, New York, United States, United States
View →
María Ramírez
Colleague at Squarespace
Ireland, Ireland
View →
NN
Niall Noone
Colleague at Squarespace
Malahide, Ireland, Ireland
View →
RH
Rob Hicks
Colleague at Squarespace
New York City Metropolitan Area, United States, United States
View →
JL
Jenny Louthan
Colleague at Squarespace
New York, New York, United States, United States
View →
JS
Joy Simmons
Colleague at Squarespace
Kapolei, Hawaii, United States, United States
View →
SL
Sarah Louchart
Colleague at Squarespace
New York, New York, United States, United States
View →
ZG
Zaria Gregory
Colleague at Squarespace
Bronx, New York, United States, United States
View →
VB
Vittorio Barbera
Colleague at Squarespace
Greater Turin Metropolitan Area, Italy
View →
JN
Jaspreet Nahal
Colleague at Squarespace
New York City Metropolitan Area, United States, United States
View →
DL
Derek Lin
Colleague at Squarespace
New York, New York, United States, United States
View →
2 education records
Max Applegate education
Bachelor’S Degree, Finance
International Business Certificate
FAQ
Frequently asked questions about Max Applegate
Quick answers generated from the profile data available on this page.
What company does Max Applegate work for?
Max Applegate works for Squarespace.
What is Max Applegate's role at Squarespace?
Max Applegate is listed as FP&A | Strategic Finance | Portfolio Management | BizOps | at Squarespace.
What is Max Applegate's email address?
AeroLeads has found 1 work email signal at @americanexpress.com for Max Applegate at Squarespace.
Where is Max Applegate based?
Max Applegate is based in New York City Metropolitan Area, United States, United States while working with Squarespace.
What companies has Max Applegate worked for?
Max Applegate has worked for Squarespace, American Express, Arizona State University, and The M Group & Associates.
Who are Max Applegate's colleagues at Squarespace?
Max Applegate's colleagues at Squarespace include María Ramírez, Niall Noone, Rob Hicks, Jenny Louthan, and Joy Simmons.
How can I contact Max Applegate?
You can use AeroLeads to view verified contact signals for Max Applegate at Squarespace, including work email, phone, and LinkedIn data when available.
What schools did Max Applegate attend?
Max Applegate holds Bachelor’S Degree, Finance from Arizona State University.
What skills is Max Applegate known for?
Max Applegate is listed with skills including Leadership, Microsoft Excel, Microsoft Word, Powerpoint, and Teamwork.
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