Thomas Visicaro Email & Phone Number

New York, Ny, Us

New York, New York, United States

Client-facing lead on all financial client requests pertaining to budget management, forecasting/accruals, invoicing, and other financial reporting needs.- Provide clear and reliable analysis of each client’s financial status, goals, and strategic needs- Responsible for regular budget status reporting for client and internal audiences; assess trends and keep all applicable parties in the loop- Manage all budget trackers and SOW trackers- Ensure financial control of all client work (estimates, jobs, fees, billing, expense monitoring) throughout the agency team- Provide accurate and realistic forecasts; actively manages forecast to ensure targets are met and finance is in the loop with the latest information (PE, billing, etc.)- Review statement of work documentation; accountable for ensuring scope documentation is in place for all work- Responsible for account investment tracking, reporting, and working with the teams to mitigate future investments- Provide clear communication around staffing forecasts and allocations as they relate to the revenue phasing- Partner with department leads to identify and manage true resource needs (internal and external) across the agency team- Lead regular internal weekly/monthly financial meetings

Parsippany, New Jersey

Responsible for the development and management of individual budgets, scopes of work (SOWs), forecasting, and staff plans. Work closely with the account teams, clients, finance, creative/digital leads, operation leads and project management teams to define project deliverables and budgets.- Create and manage estimates, ballparks, SOWs, and staff plans. Ensure all appropriate parties review and approve staff plans and estimates prior to client submission.- Client-facing lead on all financial client requests pertaining to budget management, forecasting/accruals, invoicing, and other financial reporting needs.- Provides accurate and realistic forecasts; actively manages forecast to ensure targets are met and finance is in the loop with the latest information- Lead monthly forecast and budget meetings with the client team (brand and finance managers, procurement)- Monitor job progress in relationship to budgets and revise when necessary- Ensure that estimates/staff plans/SOWs fall within finance set realization targets- Lead regular internal monthly financial meetings- Work in collaboration with account/operations/finance to ensure proper monthly revenue recognition- Manage and report on staffing needs to department leads. Phase hours across all functions by project, by month. Ensure a 90-day staff plan across my clients is accurate and up to date. - Participate in new business RFPs. Provide all financial information such as staff plans, budgets, rate cards, revenue methodology, etc.

Parsippany, New Jersey

Princeton, New Jersey

Responsible for providing financial management and analysis to the client finance group. Serve as the primary finance contact for a portfolio of clients.- Provide financial analysis and reporting to inform financial business decisions and ensure all financial aspects of each client are properly managed- Manage day to day finance responsibilities on clients including client/product/job set up, forecasting, revenue recognition methodologies, invoicing, accruals, and other ad hoc reporting- Review MSAs, SOWs, and staff plans- Maintain the overall integrity of the financial and management reporting process, and ensure compliance with SOX and all specific client requirements- Forecast, analyze, and report recognizable revenue by client while adhering to all policies and GAAP- Support overall budgeting and re-forecasting efforts; submit Monthly Flash, Quarterly Forecast, and Yearly Forecast- Ensure adherence to contract billing policies; provide summaries of monthly billings and reconciliations- Partner with client Account Directors and Operation Leads to maintain expert and fluid knowledge of client’s business models, contractual arrangements, key strengths, and opportunities- Proactively document and follow up on any budgeting, billing, invoicing, or payment issues that pertain to clients

Parsippany, New Jersey

- Developed new business pitch decks, budgets, proposals, Statement of Works (SOWs), and change orders for our business development team. All SOWs detailed program services and deliverables, program fees by the service(s) provided, the program duration depicting key milestones and launch dates, and an invoicing schedule.- Managed and led all client RFI’s and RFP’s- Audited profitability of all client programs (budgeted vs. actual)- Managed our project management software tool (AtTask) as system administrator. Managed all programs and projects across the organization as well as user access levels. - Managed all outside vendors - generating RFQ's (Request for Quotes), generating and issuing purchase orders, and managing all invoices across all vendors- Managed all invoicing for all programs across all clients- Provided accrual reports, aging reports, and program reconciliations to clients- Developed budgets for all services and deliverables

Parsippany, New Jersey

Parsippany, New Jersey

Bachelor Of Science, Business Administration - Marketing, Marketing, 3.52

Education record