Finance Professional, Financial Operations & Modeling

M A SSIMO CHIBBARO

F I N A N C E P R O F E S S I O N A L

917-***-**** *******@*****.*** New York, NY Linkedin.com/in/massimo-chibbaro P R O F I L E S U M M A R Y

Results-driven and team-focused finance professional with significant, diversified experience across mature and startup branding and marketing agencies. Expertise in developing and implementing financial operating systems and strategic initiatives to optimize business objectives. Highly-skilled at cultivating partnerships with CFOs and executive teams to establish long-term financial processes and controls, while balancing the details of day-to- day financial analysis, including budgeting, billing, and modeling. Proven record of elevating high-performing teams to further growth. E X P E R T I S E

Financial Modeling & Forecasting Budgeting & Variance Analysis KPI Metrics Evaluation Internal Audit Controls Financial Reporting SOX & GAAP Compliance Financial Data Migration Contract Negotiations P&L Optimization Revenue Recognition Cost Accounting Team Building P R O F E S S I O N A L E X P E R I E N C E

FREELANCE/Independent Contractor NY, NY 2026

FINANCIAL AND ACCOUNTING CONSULTANT

Provided financial and accounting support for United States subsidiaries of Italian multinational companies. Financial and Accounting Support:

• Assisted with daily transaction entries in QuickBooks, including invoices, bills, payments, and expense reports.

• Supported accounts payable and receivable processes, including invoice preparation, payment tracking, and collection follow-ups.

• Performed bank and credit card reconciliations and identified discrepancies.

• Collected and verified payroll data and assisted with payroll processing through platforms such as ADP.

• Assisted with sales tax data preparation and provided administrative support for state filings.

• Prepared reports and supporting schedules for the Accounting & Operations Manager and external CPAs. INCOMM SUMMITS LLC NY, NY 2024 – 2025

GLOBAL FINANCIAL MANAGER

Conceptualized and launched all financial operations processes for global B2B events startup, developing planning cycles, payroll management, risk reduction protocols, and accounting functions to promote financial accuracy and operational efficiency. Financial Innovation & Improvement:

• Started and managed all financial processes for a global B2B events startup, focusing on planning, payroll, and accurate accounting.

• Negotiated hotel venue contracts to reassess billing schedules and reduce catering costs, saving thousands of dollars per contract.

• Identified a new PEO provider, saving $60K in annual healthcare costs and reducing payroll costs by hundreds of dollars per paycheck.

• Successfully decreased past due accounts receivable billing from $500,000 to $100,000 within a three-month period.

• Led the transition from cash accounting to accrual accounting and set up a new revenue recognition system.

• Managed finances for 50 events each year, creating key performance indicators (KPIs) to track event profitability and cash fl ow.

• Created P&L statements from the ground up for each event and at the corporate level; tailored new accounting system to provide real-time profitability for individual events, to provide real-time financial insights.

• Set up a system for calculating sales commissions to ensure timely payments based on performance. Organizational Leadership:

• Prepared detailed financial reports for the CEO and Board, analyzing data from US and UK offices to identify risks and growth opportunities.

• Created workflows and training programs for a small team, teaching them new systems and processes.

• Provided improved financial reporting feedback that helped departments adopt new processes; focused on month-end close activities to reconcile accounts and track billing and payment discrepancies.

• Partnered with IT department to eliminate duplicative programs and tools, achieving a 15% reduction in operational expenses. MASSIMO CHIBBARO

F I N A N C E P R O F E S S I O N A L

917-***-**** *******@*****.*** New York, NY LinkedIn.com/in/Massimo-chibbaro HALL & PARTNERS NY, NY 2005 – 2023

MANAGER OF FINANCIAL PLANNING & ANALYSIS 2018 – 2023 Led financial oversight and strategic planning for brand research agency, a former wholly-owned subsidiary of Omnicom Group (now Escalent), developing dynamic financial models, operational KPIs, and corporate planning cycles to track performance and inform executive initiatives. Revenue & Account Management:

• Investigated and resolved variances between billing and forecasted revenue in real time, capturing $100k in revenue annually.

• Developed a report to track and analyze accounts receivable billing versus revenue forecast in the financial system, recovering tens of thousands annually from unbilled accounts.

• Analyzed month-end closings and quarterly forecasts, providing accurate monthly reporting of performance with comprehensive variance analyses to senior leadership to get a detailed understanding of each project and its effects on revenue models and forecasts. Stakeholder Management:

• Onboarded new executives in financial processes and effectively managed the increased volume of analysis required for team restructuring.

• Collaborated with media strategy teams and internal finance to enhance the accuracy and transparency of financial data and communicated complex financial insights to different audiences (internal and external stakeholders).

• Streamlined data integration across departments for better reporting efficiency. Operations & Cost Management:

• Reviewed project costs to identify and fix vendor overbilling, leading to significant savings.

• Conducted monthly cost analyses to ensure expenses matched budgets, saving money through regular reconciliations.

• Reviewed budgets, contracts, scopes of work (SOWs), purchase orders, and payment terms to ensure financial and billing accuracy. SENIOR FINANCIAL ANALYST 2010 – 2018

Financial Strategy & Operations:

• Prepared budget, forecast, and long-range planning; built financial models and highlighted revenue and expense, risks and opportunities.

• Conducted monthly reviews of financial and operational risks, implementing streamlined procedures to improve efficiency and accuracy of the data.

• Communicated client budget tracking updates to the holding company and agency CFO.

• Revamped revenue recognition policies, optimizing alignment with evolving audit standards and compliance reporting. FINANCIAL ANALYST 2005 – 2010

Financial Oversight:

• Reviewed and reconciled financial accounts, prepared variance analyses against forecasts and budgets, assisted in consolidated reporting for parent company, and helped to implement revenue recognition policies with the accounting team.

• Partnered with the Account Management and Project Management teams to assess client profitability and make recommendations based on data analysis. Provided commentary on monthly revenue and sales costs.

• Tracked and analyzed financial trends in revenue and gross profit to evaluate opportunities for revenue growth and cost reduction.

• Assisted in year-end audits by compiling detailed supporting documentation and maintaining effective communication with external auditors.

• Performed internal audits each quarter validating SOX compliance and accuracy of financial statements. Reviewed SOW scopes. E D U C A T I O N & T R A I N I N G

NATIONAL INSTITUTE OF QUALITY CONTROL Master’s Degree, Quality Management Rome, Italy UNIVERSITY OF PALERMO Bachelor of Political Science, Economics Palermo, Italy BARUCH COLLEGE Accounting Principles I & II New York, NY T E C H N I C A L P R O G R A M S

Hyperion (Oracle) Cognos (IBM) QuickBooks (online) Accounting Seed (accounting) Microsoft Dynamics AX Microsoft CRM Salesforce Rippling (HR-Payroll system)

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