Stephanie Marks

Stephanie Marks Email and Phone Number

Vice President @ Marks Engineering, P.C.
canandaigua, new york, united states
Stephanie Marks's Location
Canandaigua, New York, United States, United States
Stephanie Marks's Contact Details

Stephanie Marks personal email

About Stephanie Marks

Experienced Financial Planning and Analysis ManagerSpecialties: Advanced Data Manipulation; Excel: advanced formulas including vlookups, if statements, embedded formulas, pivot tables. Hyperion super user. SAP BPC knowledge. Other knowledge: Tableau, Cognos BI, Risk Management, Operations, Financial Statement Analysis, Budgeting, Benchmarking, Wine & Spirits, Beer, Beverage Alcohol Industry, Manufacturing, Banking and Capital Markets, Credit Analysis, Structured Finance, BSA/AML regulations, Interest Rate Risk Analysis, Liquidity Management, Asset and Liability Management, Bank Accounting, Loan Pricing, Secondary Market Loan Sales, Fixed Income Investing

Stephanie Marks's Current Company Details
Marks Engineering, P.C.

Marks Engineering, P.C.

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Vice President
canandaigua, new york, united states
Employees:
7
Stephanie Marks Work Experience Details
  • Marks Engineering, P.C.
    Vice President
    Marks Engineering, P.C. Jan 2024 - Present
    Canandaigua, New York, United States
    Provide leadership and strategy to a rapidly growing civil engineering and land surveying business. Provide operations management, financial oversight, strategic planning and risk management. Assist in business development.
  • Calero-Mdsl
    Director, Managed Bill Pay
    Calero-Mdsl Jul 2021 - Jan 2024
    Rochester, New York, United States
    -Direct a team of 14 in the payment of over ~$1 billion in telecommunications invoices-Drive performance improvement and efficiency in the group-Oversee account reconciliation process-Work cross-functionally with Operations, Marketing, Accounting and Sales to meet the needs of our clients-Develop strategic partnerships with payment vendors-Serve as liaison with banking partners-Work directly with Product Managers and Software Engineers to drive the vision of the Managed Bill Pay product offering
  • Marks Engineering, P.C.
    Finance Manager
    Marks Engineering, P.C. May 2020 - Oct 2021
    Canandaigua, New York, United States
  • Excellus Bcbs
    Financial Planning And Analysis Manager
    Excellus Bcbs Jun 2019 - Jul 2021
    Rochester, New York Area
    Primary responsibility is Senior Management reporting and forecasting. Heavily involved in Board Meeting preparation. Hyperion SME within Finance Organization. Coordinates and provides materials for Town Hall meetings, and other meetings involving the Finance Executive Team.
  • Constellation Brands
    Financial Planning And Analysis Team Lead- Digital Enablement
    Constellation Brands Aug 2018 - Jun 2019
    United States
    Team lead for FP&A Workstream in implementing new SAP ERP system at Constellation Brands. Experience in Agile methods. Developing BPC (Business Planning and Consolidation) tool for CBI from scratch. Acting as Product Owner for BPC Planning. Experience with Scrum teams.
  • Constellation Brands
    Manager
    Constellation Brands Sep 2015 - Aug 2018
    Canandaigua, Ny
    Part of the Global Wine & Spirits Financial Planning and Analysis team. Primary duties include senior management reporting for Global Wine & Spirits, and forecasting and planning duties. Coordinates activities between various departments including Sales Finance, Commercial (Marketing) Finance, Operations, and Corporate FP&A. Advanced Hyperion user. Often participates in ad-hoc projects assigned by the SVP of the W&S division.
  • Constellation Brands
    Senior Financial Analyst
    Constellation Brands Jul 2014 - Sep 2015
    Canandaigua, Ny
    Part of the US Wine & Spirits Financial Planning and Analysis team. Primary duties include senior management reporting for the US division and the Wine & Spirits (global) division. Also participates in forecasting and planning. Advanced Hyperion user. Often participates in ad-hoc projects assigned by the VP and SVP of the W&S division.
  • Genesee Regional Bank
    Financial Analyst, Banking Officer
    Genesee Regional Bank Jan 2010 - Jul 2014
    Primary duty was to assist CFO with necessary projects and tasks within the Treasury and Finance functions at the Bank. Was in charge of creating multiple management level reports including: monthly finance and investment reports, peer group analysis benchmarking report, annual budget, rolling forecasts and a concentration report among others. Often participated in ad-hoc projects to increase operational efficiency within the organization. Also tasked with various accounting duties. Assisted the CFO in budgeting, investing, interest rate risk management, asset and liability management and liquidity management. Served as ALCO meeting facilitator and presenter. Served as a liaison for large depositors. Supervised summer interns, and Treasury Assistant.
  • Rochester Children'S Scholarship Fund
    Board Member
    Rochester Children'S Scholarship Fund Jun 2010 - Oct 2011
    Rochester, New York Area
    Served as the 2011 Inspire the Future Gala Co-Chairperson; the event was a successful fundraiser with a net profit of over $15,000 and over 175 attendees.Served on the Finance Committee and assisted with drafting an Investment Policy Statement and helped decide the level of student support for budgeting purposes.Served on the Development Committee which assisted in planning fundraising events and developing a donor network.
  • Pwc
    Associate
    Pwc Sep 2008 - Dec 2009
    Greater New York City Area
    Worked extensively in valuing structrued finance securities including: TRUPS, CLOs, RMBS, MBS, CMBS, and SIVs. Also gained experience in banking and capital markets compliance including topics such as: BSA/AML, BASEL capital rules, and fair value accounting.

Stephanie Marks Skills

Banking Finance Risk Management Financial Analysis Credit Analysis Investments Credit Forecasting Capital Markets Accounting Microsoft Excel Financial Reporting Budgeting Alm Financial Accounting Budgets Analysis Financial Modeling Process Improvement Cash Management Liquidity Management Structured Finance Tableau Cognos Loans Pricing Bank Secrecy Act Word Powerpoint Non Profits

Stephanie Marks Education Details

Frequently Asked Questions about Stephanie Marks

What company does Stephanie Marks work for?

Stephanie Marks works for Marks Engineering, P.c.

What is Stephanie Marks's role at the current company?

Stephanie Marks's current role is Vice President.

What is Stephanie Marks's email address?

Stephanie Marks's email address is st****@****nds.com

What schools did Stephanie Marks attend?

Stephanie Marks attended Rochester Institute Of Technology, Cornell University, Marcus Whitman High School.

What are some of Stephanie Marks's interests?

Stephanie Marks has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Avid Runner, Animal Welfare.

What skills is Stephanie Marks known for?

Stephanie Marks has skills like Banking, Finance, Risk Management, Financial Analysis, Credit Analysis, Investments, Credit, Forecasting, Capital Markets, Accounting, Microsoft Excel, Financial Reporting.

Who are Stephanie Marks's colleagues?

Stephanie Marks's colleagues are Tish Chambers, Lindsey Tidd, Brian Rayburn, Logan Rockcastle, Pla, Nazareno Da Silva, Brennan Marks, Brian Hemminger.

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