Michael Verga Email & Phone Number

New York, New York, Us

- Reporting directly to stakeholders, as a team of one, integral in financial decision-making and strategic planning - Produced and managed redesign of models, including GP/LP investment revenues, fees, revenue sharing, balance sheet, capital allocation metrics, and cash flow projections- Responsible for monthly financial review analysis’, quarterly forecast submissions, and yearly Investor Day strategic plan presentation; distributed to Asset Management Co-Presidents and the Jefferies CEO and Co-President- Entrusted with the confidentiality of assessing business initiatives including restructurings, acquisitions, and internal manager compensation pool payouts- Integrated multiple accounting ledger data sources to share detailed insights for key stakeholders, including both GAAP standards and non-GAAP financial measures- Sole lead in submitting Asset Management forecasting financials (revenues, expenses, capital, headcount) covering up to a three-year horizon, and providing ad-hoc requests to key divisional stakeholders- Facilitate communication across all functional areas of the company; collaborating with teams such as financial controllers, business management, FP&A, accounting, sales, risk, treasury, legal, and operations team

New York, New York, Us

New York City, New York, Us

Zurich, Ch

- Created models for forecasting and actual deliverables while reviewing offshore contracting team updates.- Formulated weekly P&L commentary to AM CEO Committee and KPI presentations to regional business heads.- Collaborated with strategy team to provide modeling analysis for high-profile projects and global plan seminars.- Constant examination of the economic and regulatory developments to align forecast targets.- Analyzed and reviewed financials to confirm or question the divisions feasibility to reach their targets

Zurich, Ch

- Developed and maintained forecast guidelines and the underlying assumptions to ensure consistent approach.- Provided group wide information regarding the relevant timelines, requirements, and deliverables- Continuously challenged the forecasting process and the IT model in order to drive correct strategic decisions.- Worked in partnership with Deputy COO Team to integrate a new system to efficiently produce SEC documents.

Zurich, Ch

Rotation #1: Finance Change Department (July 2015 - January 2016)- Performed detailed data analysis while ensuring the required finance reconciliation and adjustment controls, processes and systems are implemented to meet new IHC requirements.Rotation #2: New Business Department (January 2016 - July 2016)- Assessed manual reporting procedures for senior management and created an accelerated automated solution.- Provided comprehensive examination of firm-wide finance departments for global parameter reduction

Summit, Nj, Us

- Researched companies through charts, historical data, and projected earnings comparisons.- Analyzed current and future assets, reviewed investment strategies, and was involved in everyday motions of research.- Assembled portfolios to provide clients’ yearly performance as well as previous quarter performance.

- Developed and installed electronic accounting procedure from previous paper system.- Used cloud computing to make the system accessible for multiple employers on different personal devices in various locations.- Provided clerical work retrieving documents at multiple County Court locations in New Jersey, Manhattan and Staten Island.

- Provided professional service to each customer exceeding expectations by showing strength in interaction and social skills.

Bachelor Of Business Administration, Finance. Sellinger School Of Business And Management, Finance

Finance, General

Education record