Max Applegate Email & Phone Number

New York, New York, United States

New York City Metropolitan Area

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 financials and enable better/faster/smarter delivery. Responsibilities include:• 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

• 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

Tempe, Az

* 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 business school in departments of corporate relations, marketing, communications, and development.

Tempe, Az

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 program a focal point at The M Group which allows us to create and maintain successful financial advisors for years to come. It is a fantastic opportunity for any current student looking for a fun, fast-paced work environment with the opportunity to grow within the company!

Bachelor’S Degree, Finance

Minor economics International business certificate. Summa Cum Laude

International Business Certificate

Studied international business for a semester in Rome