Sophia Marquez

Startup Finance Leader | built 0 to 1 Engineering & Operations Finance and AI Compute Models, architected BOM/COGS/MPS 0 to 1, led cost saving supplier negotiations, aligned SW|HW Engineering & Operations, and directly partnered with the Mayor of Hayward.

Worldwide Support & FP&A - AppleCare Finance Supporting Apple’s world class support by managing forecasting, budgeting, analysis and accounting of AppleCare - full P&L visibility. • Led Finance P&L & Strategic Vendor Operations partnerships for Worldwide Support. • Led Financial Planning & Analysis for AppleCare, presented to the COO and Ops | Finance executives. • Strategic AI Initiative Partner: Advised cross-functional leadership on AI-related business initiatives by identifying automation opportunities and supported investment decisions. • Thought leader that travelled for an annual planning forum with international senior support leaders. • Managed and developed talent through direct feedback and high performance standards.

World Wide Engineering & Operations - Finance Team Leader - Commodity Forecast and Accounting - Led a finance team of 17 with 3 manager direct reports that supported Apple’s world class supply chain by managing forecasting, analysis and accounting of components throughout mass production. • Directed global finance operations for the majority of Apple's COGs across global supply chain and procurement, managing organizations of 17+ managers and analysts. • Drove cost transformation initiatives, identified and negotiated working capital opportunities with high-profile vendors, and executed collaboratively with Apple’s Treasurer. • Led rapid automation tool development and enterprise-wide financial systems transformation, oversaw the migration to SAP Hana, BPC, and EPM to drive automation, improve internal controls and close accuracy. • Influenced product and operations executives, helping shape cost strategy, investment decisions, and vendor relationship models. • Built and mentored high-performing teams, known for high engagement, direct feedback, rapid onboarding, and alignment during leadership transitions.

Commodity Forecast and Accounting - World Wide Engineering & Operations Finance Led a team of 5 supporting Apple’s world class supply chain by managing tools, forecasting, analysis and accounting of components throughout mass production.

Capex - World Wide Operations Finance Team leader of 10 supporting Apple’s world class supply chain by managing forecasting, budgeting, analysis and accounting of mass production Capex. • Influenced finance, product and operations executives, helping shape cost strategy, investment decisions, and vendor relationship models. • Led transition from excel to in-house tool to ERP tool improving accuracy and internal controls.

Capex - World Wide Operations Finance Supporting Apple’s world class supply chain by managing forecasting, budgeting, analysis and accounting of mass production Capex investments. • Developed key relationships with Operations & Procurement leaders driving alignment cross-functionally. • Prepared budgets and ROI analysis reviewed at the CEO|CFO|COO level.

Latin American Bank Revenue Operations March 2012 - June 2013 • Managed internal reporting and card service fee revenue operations for 75% bank portfolio including direct coordination with banks in Spanish. • Automated manual processes from weeks long process to 1 day. • Led revenue system projects including the design and testing of enhancements. • Queried and validated large data sets to evaluate trends and summarize findings for CFO. • Coordinated SOX efforts including implementing processes to address operational risks. Latin American Bank Incentive Operations July 2010 - Feb 2012 • Created financial models that incorporated contractual obligations for incentive agreements. • Managed accounting and execution of 75% of incentive contracts translating from Spanish to English GAAP accrual accounting models. • Prepared contra-revenue P&L, liabilities and cash flow forecasts.

President of the Deloitte Latino Network San Francisco Chapter. Performed external audits and managed field teams. Key clients included: Monterey Bay Aquarium, PG&E, California Water Company, and Peet's Coffee. Streamlined workpapers through automation reducing billable hours and audit findings resulted in increased revenue for a client.

Annual Fund - Alumni Relations Created financial models to account and analyze donations. Assisted in marketing campaigns including networking with key donors.

Improved cash reconciliation for real estate client and presented findings to senior leadership.

Led student organization team to highest-performing results in campus-wide fundraising campaign.

Presented to senior product managers on how to measure quality of care.

Presented plan options to clients during open enrollment.