Marco A. Vera
Broadridge Financial Solutions
North Plainfield,NJ
2
Languages
18
years of professional experience
Manager, Financial Planning & Analysis leads Canada operations planning, forecasting 11+ cycles per year, and 3–4 monthly executive presentations. Partners across pricing, sales, accounting, and account management to shape revenue outlooks, validate P&L results, and support acquisition integration. Guides a team of 4–5 analysts while improving reporting efficiency and decision quality for senior leadership.
Work History
Manager, Financial Planning & Analysis
4 Years 10 Months- Promoted to oversee all FP&A activities for Broadridge’s Canada operations, collaborating with senior leadership and business unit heads.
- Led FP&A for two acquisitions, overseeing financial due diligence, integration, and performance analysis.
- Presented financial results, forecasts, and strategic insights to Canadian President, business unit presidents, and financial leads, facilitating data-driven decision-making.
- Lead, mentor, and develop a team of analysts delivering timely and accurate financial reporting, budgeting, and analytics.
- Collaborate with the Pricing Group to evaluate and model pricing strategies, ensuring profitability and alignment with business goals.
- Liaise with Account Management to analyze client performance and assess impacts on revenue.
- Directed process improvement initiatives to streamline workflows and enhance reporting efficiency, resulting in more timely financial insights.
- October 2012 – Present
Lead Financial Analyst
3 Years 10 Months- Led integration of Canadian operations into U.S. FP&A practices, creating standardized, uniform cross-border financial processes.
- Trained and mentored Canadian associates on best practices and reporting tools, improving their proficiency in analytics methodologies.
- Advanced implementation of IBM Cognos TM1, enhancing planning and analytics capabilities.
- Advanced implementation of IBM Cognos TM1, significantly enhancing planning and analytics capabilities for financial forecasting.
- Supported executive reporting with detailed monthly and quarterly revenue analysis and commentary, aiding strategic decision-making.
- Nov 2017 – Sep 2021
Senior Financial Analyst
5 Years- Produced monthly and quarterly reports, variance analyses, and executive dashboards that informed decision-making for key business segments.
- Developed and streamlined reporting methodologies for product P&Ls, improving speed and accuracy.
- Built and maintained complex revenue, trade volume, and pricing models for forecasting and management review.
- Supported strategic and operating planning by analyzing the impact of major business events on future revenue.
- Maintained critical financial databases while supporting business partners with special projects to enhance financial insights.
- Oct 2012 – Oct 2017
Senior Accounts Receivable & Commissions Analyst
1 Year 3 Months- Managed commissions calculations and payments for sales executives across three business units, ensuring timely and accurate disbursement.
- Oversaw accounts receivable for 150+ clients, producing and analyzing detailed reports to support account managers in decision-making.
- Led month-end close, performing reconciliations and journal entries while ensuring compliance with process audits and Sarbanes-Oxley regulations.
- Jul 2011 – Oct 2012
- Analyzed commission structures to ensure accurate and timely payments for sales representatives.
- Collaborated with cross-functional teams to streamline commission processes and resolve discrepancies.
Staff Auditor
1 Year 7 Months- Conducted audit testing and financial analysis, preparing comprehensive statements for private and public companies across diverse sectors, enhancing clarity and compliance.
- Ensured GAAP compliance and evaluated internal controls, recommending process improvements to strengthen operational integrity.
- Collaborated with clients and conducted audit interviews to assess risk and identify potential fraud, enhancing overall audit quality.
- Gained experience with SEC regulations and public company reporting.
- Sep 2008 – Apr 2010
Education
Bachelor of Business Administration - Accounting, Information Technology
- President, Accounting Society
- GPA: 3.2
Skills
Microsoft Office
IBM Cognos TM1
PowerBI
Anaplan
Financial modeling
Budgeting
Forecasting
Variance analysis
Executive reporting
Acquisition integration
Scenario modeling
Rolling forecasts
Long-range planning
KPI analysis
Driver-based planning
P&L management
Business case development
M&A financial due diligence
Profitability analysis
Cross-functional partnership
TECHNICAL SKILLS
English (fluent)
Spanish (fluent)
Timeline
Manager, Financial Planning & Analysis
Broadridge Financial Solutions
10.2021 - CurrentRead More
Lead Financial Analyst
Broadridge Financial Solutions
11.2017 - 09.2021Read More
Senior Financial Analyst
Broadridge Financial Solutions
10.2012 - 10.2017Read More
Senior Accounts Receivable & Commissions Analyst
Broadridge Financial Solutions
07.2011 - 10.2012Read More
Staff Auditor
Amper, Politziner & Mattia
09.2008 - 04.2010Read More
Monmouth University
Bachelor of Business Administration from Accounting, Information Technology
Read More