Marcos Cogo

• Served as the Lead Finance Advisor for the CFO of a global food & beverage business as it implemented a cutting-edge ERP system; Led the strategic execution of a pilot program resulting in annual cost savings related to team efficiencies and standardized processes within the finance organization • Championed a series of vision, design, and roadmap workshops for a Fortune 10 global consumer goods business, identifying short and long-term savings; developed a comprehensive plan to transform the finance organization’s operating model; • Provided strategic support to CEO of major Cloud business looking to improve productivity while reducing unnecessary spend in the face economic uncertainty; leveraged market research, financial analysis, and management interviews to identify top initiatives to reduce spend over 24 months

• Drove strategic planning, operational improvements, and data-driven decision-making to align teams with business goals related to improved user experience. Managed cross-functional projects, analyzed performance, and optimized processes for efficiency and impact.

• Advised startup grocery store in Chicago on merchandising and inventory coordination with 100+ suppliers leading up to its grand opening in June 2021. Developed initial and ongoing merchandising strategy for the 17K sqft. location and oversaw execution through successful store launch.

Business Strategy Consultant in Accenture's Payments practice in Annapolis, MD which joined Accenture as part of the acquisition of First Annapolis Consulting in 2017. Primarily focused on M&A advisory and supporting the strategic, operational, product and technical initiatives. • Managed luxury retailer’s transition to enhanced tech platform by leading cross-functional team of 15, completing initial migration phase six weeks ahead of partner-mandated deadline and saving client 20% of budgeted testing expense • Directed vendor due diligence for private equity-owned tech company and governed team to identify additional software-related revenue for acquisition target • Led sales outreach and RFP response to secure strategy engagement with Fortune 50 technology company seeking support in launching COVID-19 startup challenge allocating up to $250K to winning startups

• Provided strategic advice to public technology company looking to enter new market via acquisition; resulted in client’s $200MM acquisition and additional diligence and follow-up integration revenue for our firm • Conducted revenue pool analysis to estimate scalability cost savings based on market share gain for bank • Analyzed international joint venture between top Spanish bank and top American tech company; projected financial outcomes of strategic alternatives to renewing partnership; resulted in decision to build capabilities in-house based on projected NPV EBITDA increase

• Managed financial model for a new product launch for retailer with $10B+ in revenue and calculated projected NPV increase in net profit over 5 years • Published research articles on major industry M&A activity in monthly journal with 2,000+ professional subscribers

First Annapolis is the market leader in providing specialized strategic consulting and M&A advisory services focused exclusively on the global payments industry, including credit cards, debit products, and mobile/alternative payment services.

Researched fund information and examined market activities to develop, recommend, and execute investment strategies. Created individualized asset allocation models for high-net-worth individuals. Worked directly with the Financial Services Manager to review strategic alignment of executed trades.