Scott Batzold, Cfa, Mba Email & Phone Number

Rochester, Ny, Us

Greater Boston

Greater Boston Area

Data-driven marketing services and SaaS software products for non-profit fundraising.

Greater Boston Area

Greater New York City Area

• Supporting Northeast Sales line of business with reporting, forecasting, and full-year planning of revenue and expenses.• Providing executives with division- and market-level key performance indicators, as well as variance and trend analysis.• Responsible for employee headcount-related tasks including the creation of compensation models to assist in hiring decisions, tracking and forecasting all headcount related moves, and calculating and reviewing incentive payouts. • Created a tool to assist client teams in managing their Mortgage loan book, which has resulted in additional client touch points and driven incremental sales opportunities.• Completed a number of initiatives to automate, streamline, and improve current reporting, creating additional transparency into lines of business and expense categories to assist executive decision-making.

Greater New York City Area

• Responsible for company-wide budgeting and forecasting; developed revenue, headcount, and expense planning models.• Analyzed financials, key performance indicators, and conducted variance analysis for executive and board presentations.• Developed processes to streamline FP&A functionality, automate reporting, and improve accuracy of financial models.

Rochester, Ny

• Evaluated equity investments using fundamental analysis and application of Manning’s strategies and valuation disciplines.• Analyzed company strategy, and competitive and financial positioning using company, sell-side, and economic data.• Performed company-specific valuations using discounted cash flow, comparable company, and transaction methods.• Conducted scenario and sensitivity analyses on key drivers to highlight upside and downside to valuation.• Supported analysts with research related tasks (e.g. screening, industry analysis, trade execution).

Oklahoma City, Oklahoma Area

• Project manager of a nationwide rollout of a new technology; created the business case, obtained management and end-user buy-in, managed to a budget, and solved complex challenges across business units.• Internal consultant focused on business plan development, market entry, growth strategies and operational execution.• Conducted business impact analyses to identify and mitigate business risks, while also pinpointing cost savings opportunities.

Rochester, New York Area

• GPA: 3.74 – Inducted into academic honor society Beta Gamma Sigma• Elected Leadership: Graduate Business Council, Financial Management Association, Market TIMER, Basketball Club• Voted as a top teammate by peers • Selected to coach and mentor 2014 MBA candidates• Finalist – Improving the Simon School competition, 3rd place – IBM Watson ‘Big Data’ Case Competition• Reeve Early Leader Merit Scholarship recipient

Rochester, New York Area

• Developed and implemented a framework to collect and analyze Technology Services’ cost structure against Gartner’s Spend Metrics. • Identified key parameters specific to department’s business needs and aggregated associated financial data track expenses.• Conducted fixed and variable analysis to report true cost savings opportunities to management.• Mapped costs to industry benchmarks, with detailed quantitative and qualitative recommendations for optimization.

Rochester, New York

• Mitigated risk and exposure by reviewing new clients’ financial and public records to determine creditworthiness. • Prepared credit authorization, payment, or termination decisions up to $100,000. Provided recommendations to management on clients exceeding $100,000.• Prevented fraudulent account activity saving the company and client $400,000, resulting in an overhaul of security policies.

Masters In Business Administration, Finance, Accounting And Entrepreneurship, 3.74

Activities and Societies: Beta Gamma Sigma, VP Special Events - Simon Graduate Business Council, VP Alumni Relations - Financial.

Bachelor Of Science, Management, 3.78

Activities and Societies: Student Assistant Coach Varsity Men's Basketball 2009-2010Deans List Every Semester Magna cum laude Report.