Nathan Guttman Email & Phone Number

New York, Ny, Us

Set the practice for investment and budget reporting across solution areas and activities in Marketing Board Area. Stakeholders included marketing leadership and budget owners to provide investment insight for integrated plans.Built dashboards and executive summaries from data models in SAP Analytics Cloud, Allocadia and Excel. Views used in monthly and quarterly business reviews to review investments and pacing made across product portfolios.Supported the strategic budget distribution and allocation through strategic priorities by building models to cascade budget across account and organization hierarchies for all global entities as part of our portfolio planning process.Setup, integrated and tested connections between financial systems and planning tools to enrich, streamline and blend data for operational and planning insights.Transformation of business and board area

Newtown Square, Pa

Support the Office of the Chief Marketing Officer with forecast, spend and budget management: Forecast monthly costs to budget. Check and book accruals. Create Purchase Orders. Track planned spend throughout year. Report on spend based off qualitative attributes.Enable implementation of Investment Dashboards for marketing: Provide visibility into actuals vs. planned spend with depth of areas through dash-boarding and visualization tools. Collect feedback and communicate changes to IT. Created guidance for using dashboards. Checked and validated dashboard spend and budgeting data.Work on financial month-end tasks such as accruals, forecasting and open purchase order lists with the responsible LOB contacts to improve report accuracy.Lead team enablement sessions to document and guide colleagues on budgeting tools, reporting, and dashboards for marketing spend: Reporting sessions on: Analysis for Office (AfO), Marketing Planning Tool (MPT), Marketing Investment Dashboard, Business Warehouse, SAP CRM and ISP. PO process and lifecycle. Excel tips and tricks. SAP Software sessions on Fieldglass, Ariba, Jam, Concur, Intelligent Data & Analytics Store (ID&A), ISP, Analysis for Office, Fiori.Standardize the budget management process by integrating database reports within excel to answer management's questions and improve visibility into spend: Improved efficiencies of Excel reporting with VBA code.Created purchase orders by requesting Procurement and Buyer approval of contracts and method of payment. Build reports for visibility using data from: P&L actuals/ standard/ line item, raw ISP financials, purchase orders, Fieldglass, Ariba, planning and execution, raw CRM data, Marketing Planning Tool.

Newtown Square, Pa

Extracted purchase orders based on consolidated data across SAP’s ERP systems to create spend management reports for different teams within marketing.Worked on financial month-end tasks such as accruals and open purchase order lists with the responsible LOB contacts to improve report accuracy. Created and updated the regional focus, budgets and LOB allocation of marketing campaign tactics within MPT. Implemented a new collaboration tool and trained colleagues to establish a team structure ultimately improving work efficiency. Submitted shopping carts in Ariba Guided Buying.

Parkesburg, Pa

Supervised and managed the second shift staff at company's 7th busiest retail location by driving sales and leading the team through task lists.Promoted to Food and Beverage Leader after two years and Shift Manager after three years. Reconciled and balanced cash between registers and safes to generate end-of-shift cash flow report.Maintained and audited instore inventory by utilizing cycle counts to control, spoilage, shrinkage and negative inventory of product. Aided IMM at the time with these counts as a Shift Manager. Lead the deli team as runner.

Burlington, Nj

Reviewed and completed control work papers for various departments withinfinance and the company. Gained exposure to SOX control testing by working with Deloitte.Constructed narratives and flowcharts for business processes.Completed External Audit Direct Assist with Baker Tillyto test employee 401k contributions and distributions.Tested SailPoint conversion audit with IT team, ensuring data was successfully converted to new system. Updated and enhanced Excel timetable for tracking of audit projects across entire Intern Audit department.Acquired understanding of different finance departments during audits.Learned business acumen, sharpened communication skills and further developed ability to work on a team across multiple projects.

Paoli, Pa

Mined data from various websites to gain information for marketing campaign at a company that specialized in synthetic turf.Developed working knowledge with HubSpot CRM to organize and filter information. Imported Excel sheets into database for further filtering. Filtered data by unique characteristics to personalize marketing campaign.Supervised project sites and coordinated with construction teams between stages. Acted as main point of contact between school officials and Blue Sky's managing partners. Created content for multiple pages on company website. Utilized information and layouts from competitor's websites to design and draft informational paragraphs for different pages on the website. Filed bills of lading, work orders and inventory invoices. Converted PDFs into Excel spreadsheets to match company formatting. Spot checked numbers between receipts and company records.Acted as administrative aid to managing partner of firm.

Bachelor Of Business Administration - Bba, Corporate Finance

(Minor in economics)

Associate Of Science - As, Business Administration And Management, General