
benjamin filippo
chief executive officer
About
MBA Candidate at the University of Chicago Booth School of Business
united states
chicago
financial services
microsoft office, adept using excel, experienced in java and visual basic, bloomberg certified, business planning, competitive analysis, bloomberg, finance, financial modeling, research, time management, microsoft excel, equities, contract negotiating, investments, customer service
Experience

chief executive officer

treasury analyst
blue marble payroll
* Structured the on-boarding process for new clients by defining and assigning roles to the Sales, Operations, and Finance departments to assure customers received a smooth implementation of the Web Globe system * Negotiated pricing with dozens of third-party vendors as we increased their volume of business * Authored numerous system reports which are now used throughout all departments to streamline daily functions, enabling the company to scale efficiently by decreasing the need for new hires and cross-departmental communication * Identified opportunities to replace partners in countries where we had low profit margins * Presented all upcoming software feature changes regarding finance at the company-wide annual sales event each year to make our department’s objectives transparent and assist in making the implementation of the features seamless

junior treasury analyst
blue marble payroll
* Joined Blue Marble at an extremely early stage (3rd employee) to spearhead laying the operational foundation for the company in regards to project management, quality assurance, and customer relations * Developed relationships with international 3rd party vendors to provide complimentary services to our software * Standardized financial processes to pay vendors in more than 100 countries, increasing efficiency while reducing payment errors * Mentored and trained early hires in Blue Marble’s financial models, operational practices, quality assurance procedures, and company goals, giving employees a wholistic view of the company and empowering them to be a part of the big picture

co-founder and treasurer
maimonides at the university of miami
Creator of a Jewish outreach program, Maimonides, which promotes Jewish students to declare an interest in their roots by offering financial compensation. We received funding from the JCLE, recruited a rabbi, and stimulated student interest on campus.

intern
illinois sbdc at the duman entrepreneurship center with jvs chicago
Organized and planned the City Treasurer’s Business Plan Competition. Recruited judges, matched them to competitors, and helped competitors meet deadlines. Created custom Excel spreadsheets to aid in future competitions since this was the first time the SBDC conducted it. Interpreted financial statements to business owners and consulted on company strategies to aid owners in understanding their firm’s financial state, leading to fiscally responsible practices. Analyzed business plans and their viability in an open market. Met with clients and discussed the company’s potential gains and losses as well as how to minimize costs.

intern
ubs
Worked under a Senior Vice President and shadowed in business meetings, presentations, equity trades, and investment proposals. Updated and formatted the client information system to make daily operations more efficient.

senior treasury analyst
blue marble payroll
* Productized Blue Marble’s Money Movement feature, enabling Blue Marble to transfer funds on behalf of their clients, which is now projected to move $20M in 2018 and become Blue Marble’s second-largest revenue stream * Integrated Blue Marble’s software, Web Globe, with Wells Fargo’s payment platform to efficiently move payroll funds to more than 20 overseas countries, reducing internal labor cost by over $50K per annum * Analyzed monthly profits margins of our in-country providers on a partner-to-partner basis to ensure profitability in all operational regions, uncovering multiple expense gaps resulting in annual savings of over $100K * Ranked the need for various projects within the Finance Department to determine where to allocate company resources * Executed a major project in Salesforce wherein pricing and contracts to clients became automated as well as potential discounting terms, therein saving the Sales Department from hundreds of hours per year in contract generation
Education
the university of chicago booth school of business
university of chicago laboratory school
university of miami herbert business school
finance
benjamin filippo's Contact Information
Phone
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