Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
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Robert J. Marlow

Robert J. Marlow

Mount Kisco,NY

Summary

"Aspiring CFO with hands-on experience in agency financial operations, collaborating with a CPA on bookkeeping, financial analysis, expense reporting, and project management."

Overview

2
2
years of professional experience

Work History

Finance & Operations Associate

Ayatana XP
Manhattan, NY
03.2023 - Current
  • Collaborate with CPA on bookkeeping, financial analysis, and day-to-day operational tasks
  • Manage and review expense reports for accuracy, compliance, and cost optimization
  • Create detailed financial reconciliations in Excel, highlighting profit/loss on jobs and referencing original budgets
  • Bill clients using provided purchase orders (PO) and instructions, ensuring accuracy and timely delivery
  • Reconcile accounts, referencing bank statements within QuickBooks, to ensure timely updates of financial records.
  • Onboard incoming employees on expense reporting policies, timesheet procedures, and payroll/HR system
  • Provide QuickBooks-based financial analysis for clients and senior leadership to support budgeting, forecasting, and strategic decision-making.

Team Member

Ernst & Young
Bronx, NY
01.2023 - 05.2023
  • Semester-long case study about a fictional bank; deliverables were focused on actionable plan for high-risk audit areas
  • Member of a 4-person cybersecurity division, focused on analyzing and developing solutions to bank’s cybersecurity risks
  • Researched information regarding proper processes needed to oversee and understand organizational risk management
  • Presented final solution to EY partners and consultants in their office

Financial Planning Intern

Mass Mutual
Virtual
02.2023 - 05.2023
  • Initiated outbound calls to prospective clients, effectively articulating financial concepts and services, resulting in the achievement of set appointment and lead generation targets
  • Maintained a database of several hundred financial professionals - filtering/adding information from LinkedIn research

Education

Bachelor of Science - Finance

Fordham University, Gabelli School of Business
Bronx, NY
05.2024

Skills

  • MS Excel
  • MS Office
  • MS Powerpoint
  • QuickBooks
  • TriNet Expense
  • SAP Business Network
  • Client relationship management
  • Executive communication
  • Project management
  • Expense report management

Hobbies

  • Investing
  • Classic Rock
  • Guitar (9 yrs)
  • Running
  • Golf

Timeline

Finance & Operations Associate

Ayatana XP
03.2023 - Current

Financial Planning Intern

Mass Mutual
02.2023 - 05.2023

Team Member

Ernst & Young
01.2023 - 05.2023

Bachelor of Science - Finance

Fordham University, Gabelli School of Business

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Robert J. Marlow