Stephen Puleo Email and Phone Number
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Stephen Puleo personal email
Experienced Financial Analyst with a demonstrated history of working in the consumer goods, consulting, and wealth management industries. Skilled in Microsoft Excel, Hyperion Financial Management (HFM), Costpoint, TM1, and SAP. Strong finance professional with a Bachelor of Science (BS) focused in Finance & Applied Business Computing Minor from Virginia Tech.
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General ManagerPuleo International Inc Dec 2024 - PresentSouth Plainfield, Nj, Us -
Manager, Fp&APeloton Interactive Feb 2022 - Aug 2024New York, UsFocused on end-to-end supply chain including: inventory planning, manufacturing, importing, warehousing, delivery, service and repair, warranty, QA, refurbishment, and more -
Senior Financial AnalystPeloton Interactive Jan 2020 - Feb 2022New York, Us -
Fp&A AnalystSkip Hop Nov 2018 - Dec 2019•Forecast, maintain, and report on a full P&L for a rapidly growing consumer goods company•Facilitate the monthly, quarterly, and annual close process to ensure proper, timely, and accurate financial accounting and reporting•Became a trusted partner to department leads to collaborate and methodically develop lean budgets based on historical trends and future spending initiatives -
Financial Management AnalystAccenture Federal Services Jul 2016 - Nov 2018Arlington, Va, Us• Collaborate with multiple teams to provide financial analysis for over 20 unique federal consulting contracts from business development to contract completion• Effectively lead detailed forecast calls with leadership to cover revenue and cost variances, communicate contract progression, flag any risks of contract completion, and address cost saving opportunities• Successfully developed and implemented multiple forecast, analysis, and tracking models to streamline monthly processes • Utilize multiple financial tools, statements, and models to budget, forecast, reconcile, and perform ad hoc requests on each individual project within my scope• Other responsibilities include financial management and accruals of subcontractor work, project pricing and setup, project accounting, and working with an Accounts Receivables team to ensure proper invoicing -
Wealth Management InternMorgan Stanley Jun 2015 - Aug 2015New York, Ny, Us• Worked alongside Senior Financial Advisors and Portfolio Managers to analyze several portfolios to determine risk exposure using various market metrics • Participated in meetings with Sales Directors of various well established U.S. and international mutual fund companies to select appropriate investment products and strategies for investors• Gained exposure to various aspects of Wealth Management including relationship management, operations, compliance, account maintenance, financial management and investment strategy• Gathered market and company research to perform financial analysis of various investments and reported to Portfolio Managers and Financial Advisors
Stephen Puleo Skills
Stephen Puleo Education Details
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Virginia TechFinance & Applied Business Computing Minor
Frequently Asked Questions about Stephen Puleo
What company does Stephen Puleo work for?
Stephen Puleo works for Puleo International Inc
What is Stephen Puleo's role at the current company?
Stephen Puleo's current role is General Manager, Puleo International.
What is Stephen Puleo's email address?
Stephen Puleo's email address is st****@****ney.com
What schools did Stephen Puleo attend?
Stephen Puleo attended Virginia Tech.
What are some of Stephen Puleo's interests?
Stephen Puleo has interest in Investing, Snowboarding, Hiking, Camping, Exercising, Innovating, Fishing.
What skills is Stephen Puleo known for?
Stephen Puleo has skills like Microsoft Excel, Microsoft Office, Powerpoint, Time Management, Financial Analysis, Data Analysis, Teamwork, Javascript, Investments, Microsoft Word, Research, Team Leadership.
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