Stephanie Marks Email & Phone Number

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.

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

Canandaigua, New York, United States

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.

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.

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.

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.

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, 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.

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.

Master Of Business Administration (Mba), Finance, 4.0

Bs, Policy Analysis And Management, 3.7

Activities and Societies: Delta Sigma Pi, Kappa Kappa Gamma, Student Assembly Finance Commission, Student manager at the Carol Tatkon.

Education record