Marco Ruffinelli Email & Phone Number

Philadelphia, PA, US

Philadelphia, Pennsylvania, United States

San Francisco Bay Area

• Developed an automated reporting infrastructure using Python and SQL, integrating BigQuery and Outreach.io's API. This system streamlined the upload of key metrics such as customer sentiment and persona, enhancing.
• Delivered a weekly analytics package comprising ROI evaluations, sentiment analyses, and productivity metrics. These reports provided a granular view of campaign effectiveness, including opportunity value per email.
• Successfully booked meetings with 7 high-value prospects through targeted cold outreach and converted 5 into long-term clients.
• Conducted comprehensive Ideal Customer Profile (ICP) analyses for clients, leveraging Looker to create actionable visualizations. These insights empowered executives to fine-tune their cold-outreach marketing campaigns.
• Led data-driven business development initiatives for three startups, a venture capital firm, and one mid-size enterprise, resulting in a cumulative revenue growth of $420,000.

San Francisco, California, United States

• Developed and maintained a diverse portfolio of financial models, including a comprehensive mergers and acquisitions (M&A) model that served as a capstone project, contributing to strategic decision-making for the.
• Performed advanced variance analysis to diagnose budget deviations, enabling accurate forecasting and strategic planning. Contributed to bi-weekly financial reporting and provided actionable insights to senior.
• Conducted a deep-dive analysis of key business and revenue drivers, categorizing over 600 vendors based on expense data in profit and loss statements. Utilized Netsuite and Salesforce for data extraction.
• Generated real-time operational data from internal data lakes, synthesizing key performance indicators (KPIs) for inclusion in executive reports.
• Participated in end-to-end monthly closing processes, including preparing journal entries (JEs) to ensure compliance with accounting policies.

San Francisco, California, United States

• Directed a $200,000 investment portfolio with a focus on Environmental, Social, and Governance (ESG) compliant publicly traded companies.
• Achieved a remarkable 18.75% return on investment, outperforming the S&P 500 index, thereby validating the effectiveness of the investment strategies.
• Conducted rigorous weekly market research and due diligence, employing quantitative and qualitative analyses to formulate fair value models.
• Developed a comprehensive investment plan, structured the investment portfolio, and established a policy statement. Orchestrated recurring meetings with officers to discuss strategy, performance, and market trends.
• Utilized advanced data analytics and cash flow modeling techniques to continually assess investment performance, identify market trends, and optimize portfolio allocation for maximum returns.

Walnut Creek, California, United States

• Utilized Salesforce CRM to conduct in-depth analyses, identifying and reporting discrepancies in contracted earnings for insurance brokers, ensuring contractual compliance and revenue integrity.
• Performed quantitative analyses to calculate performance metrics for a team of three brokers, aligning operational efforts with the company's objectives.
• Established and maintained effective communication channels with over 50 health insurance providers, ensuring timely and accurate payment disbursements to brokers. Conducted financial audits that led to the.
• Collaborated closely with the CEO to develop an automated system for identifying discrepancies in broker payments, leveraging Python's Selenium library to streamline and enhance the accuracy of the process.

Master'S Of Science, Econometrics And Quantitative Economics

Activities and Societies: Dean's List, Wrestling, President of the Economic Student AssociationGraduated: Summa Cum Laude

Bachelor Of Arts - Ba, Economics

Activities and Societies: Economic Student Association (ESA), Student-Athlete Advisory Committee (SAAC), Wrestling, Dean's List Completed.

Education record

Activities and Societies: Wrestling Team Capitan, State Qualifier, National Honors Society, AP Scholar with Honors