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Sales Real Estate

Location:
7054
Posted:
March 09, 2010

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Resume:

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



Contact this candidate