Robert A. Maroldi, MBA
** *** ****** *****, **********, NJ 07054 973-***-**** (
********@*******.***
Financial Analyst:
Expertise in developing and implementing firm-wide reporting modules,
forecasting budgets, calculating performance returns/return on investments,
developing sales performance forecasting/planning models, maintaining,
creating and auditing databases, managing and forecasting incentive fee
calculations, and developing key partnerships with departments throughout
the organization.
EXPERIENCE:
BlackRock Realty - (Formerly SSR Realty Advisors - A Former Subsidiary of
MetLife), Vice President, January 2008 - PRESENT
. Responsible for accuracy of all data firm-wide. This involves
identifying data problems and implementing a system to gather the correct
information from the appropriate department. Develop solutions to ensure
that problems are not perpetuated.
. Create, update, maintain and manage firm-wide metric reporting modules
for all functional departments. Implement standard global reporting
metrics for entire global platform (UK and Australia) that is based on
the US reporting platform.
. Calculate fund performance returns (both NCREIF and GIPS performance
returns) for all real estate funds for all time periods. Audit
performance for each fund. Identify any problems with return
calculations and work with operations to correct the appropriate systems.
Certify return accuracy and release to Marketing and Portfolio
Management for release to clients.
. Design and manage template to calculate and analyze performance
attributions for all real estate funds.
. Perform quarterly performance attribution analysis for all funds and
separate accounts. Explain which funds are performing above and below
benchmark by allocating returns for each fund to the sector and MSA.
Advise portfolio management accordingly.
. Create and manage template that automates quarterly Assets under
Management reporting showing gross assets under contract, effective and
financial ownership share along with other key financial attributes.
. Create and update return forecast models to predict quarterly performance
for all real estate funds and NCREIF benchmark.
. Verify and submit all property financial components for quarterly
submission to NCREIF benchmark.
. Assist in implementing firm-wide database warehouse system (Resolve).
This involved coordinating with all internal departments to ensure their
informational needs were met, communicating these changes to the
consultant and making sure these change were implemented into the final
program. Also, responsible for supplying all data to consultant to be
loaded into new system.
. Assist in all aspects of gaining initial GIPS compliance for the Realty
division of BlackRock.
. Interim head of department with 2 direct reports.
BlackRock Realty - (Formerly SSR Realty Advisors - A Former Subsidiary of
MetLife), Associate, July 2004 - January 2008
. Improved data workflow by designing a multi-user sales database and user
interface which combines current data sources to create an all-inclusive
data system. This system allowed all users to acquire the data
information for RFPs from one database instead of multiple sources.
Substantially reduced the time needed to complete the data and analysis
aspects of an RFP.
. Coordinated with human resources, finance, research, and accounting to
gather accurate information to electronically populate multi-user
database.
. Designed, implemented and managed firm-wide department reporting database
and data entry system. This includes coordinating with all departments,
setting reporting parameters for each department, designing web access
data entry form for each department, coordination with IT to design and
implement SQL data storage table, verify accuracy of information and
report results bi-weekly for management meetings.
. Designed, managed, maintained and distributed weekly reporting package
for management for all departments of BlackRock Realty. This included
producing reports for all functional areas such as: Asset Management,
Portfolio Management, Investor Services, Acquisitions, Dispositions and
Human Resources.
. Implemented training program for users on the current CRM along with self-
made database and querying tool.
. Maintained all sales and other databases for accuracy - this involves
identifying data accuracy problems and implementing the appropriate
correction.
MetLife, Senior Product Marketing Analyst, July 2003 - July 2004
. Provided product sales and market analysis to support strategic business
decisions for sales and marketing.
. Maintained relationships with over 50 Territory Sales Directors and 25
Assistant Territory Sales Directors.
. Designed and developed the integration of sales data and sales reporting
for MetLife, GenAm and New England Financial for Long Term Care and
Annuity products.
. Developed and executed end-user training for all users via desktop
training and group presentations.
. Responsible for creation, integration and ongoing maintenance of Long
Term Care and Annuity reporting for MetLife, New England Financial and
GenAm. This included identifying data integrity problems, researching
all possible solutions to make the appropriate recommendation,
coordinating the data integrity correction and verifying the correction
for accuracy.
. Assisted in yearly sales representative market research study conducted
on over 9,000 sales representatives.
. Conducted ongoing reporting for Individual Business Marketing group. This
includes wholesaler sales reports, compensation reports and product
performance update reports.
CIGNA HealthCare, Senior Financial Analyst, December 2001 - July 2003
. Subject matter expert regarding the sales and compensation processes for
new and existing business for Eastern Region.
. Participated in all aspects of the development and implementation of the
$2.4 billion 2003 sales plan for twenty-nine markets.
. Liaison between sales, finance and marketing to ensure that all reports
are consistent with divisional protocol.
. Designed and implemented all aspects of training sales team in Siebel
Sales Enterprise and other sales databases along with sales incentive
compensation rules and regulations.
. Maintained excellent working relationships with sales representatives.
. Managed, maintained and implemented all aspects of Sales Rewards Program
for Tri-Mid region for participating companies. This included the
installation of a monthly tracking system and report, participant
modeling and forecasting of current and potential bonuses, ensuring the
correct membership and revenue is credited to each participating company
and sending payment of bonus to participating company.
. Interacted and collaborated with senior management and home office on
various issues in reporting, data collection and integrity, Siebel Sales
Enterprise and sales incentive compensation.
CIGNA HealthCare, Financial Analyst, August 2000 - December 2001
. Maintained, managed and updated sales database (Siebel Sales Enterprise)
for the entire Tri-State sales region.
. Developed and executed Siebel Sales Enterprise end-user training for all
users via desktop training and group presentations.
. Communicated Siebel Sales Enterprise program upgrades and resolved
technical issues by working with corporate.
. Created sales reports from multiple sales databases for upper management.
Reports included: individual and team sales results, post
mortem/competitive tracking reports, monthly sales recognition reports,
broker production report, broker bonus report and unresolved opportunity
reporting.
Printing.com/Web Cards, Marketing Assistant/Affiliate Manager, August 1999
- August 2000
. Responsibilities included establishing internal order fulfillment system,
identifying and developing new clients through market research via the
Internet, establishing individualized order pages for partners, designing
individualized web page order forms and coordinating all management
activities to properly execute program.
. Managed staff of two printers and coordinated all printing and
distribution activities for new web based product.
. Maintained and managed the company's online affiliate program. Installed
Internet based tracking systems to effectively generate, manage and grow
new sales affiliates.
. Designed and implemented additional sales incentive programs to increase
member affiliates and sales leads. Increased participating Internet
companies from 2,000 to 5,000 resulting in additional web presence, sales
leads and revenue.
National Association of Industrial and Office Properties, Assistant to
Executive Director, July 1998 - August 1999
. Maintained and serviced membership database, prepared membership packages
for potential members.
. Created financial statements for trustees.
. Performed event planning and management for annual real estate gala
serving 600 to 800 members.
SKILLS:
Siebel Sales Enterprise, Micro-Strategy, Salesforce.com, Pivotal, Resolve,
Business Objects, Microsoft Query, Crystal Reporting, Deal-Base, Excel,
Access, Word, PowerPoint, Outlook, Internet Explorer, FoxPro, P.S. Entry, R-
Base, Brio, ProAccess/Blaise, RFP Machine, iAvenue.
EDUCATION:
MBA - Centenary College, GPA 3.98/4.0
BS - Marketing concentration, New Jersey City University, GPA 3.97/4.0,
summa cum laude
AAS - Marketing concentration, Middlesex County College, GPA 3.65/4.0,
magna cum laude