Joanna Kouzionis

Joanna Kouzionis, MBA EXPERIENCE Marina Maher Communications, Financial Analyst/Budget Manager, New York, NY February 2015-Present Perform valuation, efficiency and scenario rate analyses to negotiate higher effective client rates for increased annual profitability/revenue Responsible for client SOW preparation with respect to formula editing/revisions, as well as submission through Decideware software In charge of reviewing/editing client contracts (MSAs, SOWs and POs) for all new brands/projects to ensure ongoing consistency with terms Prepare spend-to-date, staffing and “what if” analysis as well as monthly client spend reports Manage annual budgets for various clients (over 40 brands/accounts) with overall portfolio of approx. $20 million in revenue – Teva Pharmaceuticals, Eisai, Pfizer, Roche, Quest Diagnostics, Takeda, Braeburn etc. Responsible for ad hoc analyses for CFO of agency through MS Excel logic (pivot tables, vlookups, concatenate functions, etc) Partake in forward planning meetings with CEO, finance executives, and managing directors to discuss future agency growth channels, targets and new business opportunities In charge of meetings with account team leads in developing annual revenue forecasts, monthly reforecasts and year-over-year variance analyses to reach 20% annual growth targets Construct future year planning template for account directors/CFO to provide user-friendly forecasting; used as basis for finalized annual plan submitted to Omnicom Manipulate large data sets from SQL to develop monthly management, realization and utilization reports Utilization of Cognos system for employee staffing plans to generate fee trackers and revenue modules based on fixed/blended client rates that would feed into monthly management reports distributed among the agency Create monthly/quarterly client reconciliations as well as budget tracking templates for efficiency with monthly changes to fee/out of pocket actuals Responsible for monthly income reports, accrual memos and client payment follow-up Took on merger between Marina Maher Comm. and sister agency (Rx Mosaic) to ensure smooth transitioning as subsidiaries under the Omnicom Group Deutsch Inc., Financial Analyst, New York, NY January 2014- February 2015 Managed and communicated quarterly budgeting processes for all clients: initial templates, firm discussions, revenue monitoring, quarterly reforecasting, and monthly variance analysis Partook in monthly revenue meetings with Finance and Accounting departments; involved in discussions on revenue timing and budgeting roadmaps Responsible for management of client profitability on major clients valued from $1-10 million in revenue - PNC, Johnson&Johnson, PwC, Novartis, etc Constructed staffing plan models and performed pricing based upon employee compensation and scopes of work Responsible for client reporting and reconciliations on all reportable clients: pivot tables, vlookups, summary report logic/programming for COO/CFO Ran SQL downloads through SAP, and uploads using various database connections for NY and LA offices Proofread client contracts and SOWs to ensure proper revenue recognition timing and pipelines for forecasting Ensured compliance with Sarbanes Oxley regarding Donovan system for annual audits; responsible for new hire access and revocation of access for terminations of all Deutsch Inc. departments (NY, LA, Omaha) Constructed Quarterly PTO/Non-billable summary reports for compliance with company policy using various MS Excel functions for HR Director and COO; IF, ISNA, vlookup, TRUE/FALSE Worked with Account Management teams to ensure proper time coding and reclassification for client reporting processes and reconciliations Grant Thornton LLP, Staff, New York, NY August 2011- January 2014 Responsible for error revisions and editing of financial statements, pricing validation, proofing and comparisons between preliminary and finalized information; SEC Registrant for our client – Unit Investment Trusts (UIT) Reviewed SEC filing forms (prospectus and EDGAR) for accuracy, performed recalculation of forms Performed audits for initial seed offerings of equity UITs including recalculation of schedule of investments, fee tables, statement of condition, expenses and organization tables, reconciled up to $20 million stock/bond portfolios Directly communicated with firm partners, client management and third party service providers such as traders, banks and lawyers, coordinated monthly audit reviews of 100 trusts and 30 initial deposit filings In charge of training and supervision of staff in preparation of initial seed audits, ensuring accuracy in accordance with GAAP and budget guidelines, use of excel templates designed for initial deposit of client’s various portfolios Reviewed distributions and dividend checking as a preliminary measure before initial seed audits were completed, calculated dividend pay dates, rates and fund fees, analyzed Bloomberg pages for initial distributions Managed summer interns through assignment of major projects, provided weekly work schedules Bank of America Merrill Lynch, Intern, New York, NY June 2010-August 2010 Partook in researching prospective clients for the Global Wealth Management Group Responsible for seeking out leads, acquiring new client base and touching base with existing clients Created prospectus for potential clients using specific templates designed for forecasting of wealth/asset management of prospects and reorganized all client contact information into efficient computer-based system EDUCATION Hofstra University, Hempstead, NY May 2013 Masters of Business Administration in Finance 3.8 cumulative GPA Fordham University, Bronx, NY, May 2011 B.S. in Finance 3.5 cumulative GPA. Primary concentration- Finance; Minor- Economics EXTRACURRICULAR Fordham - Finance Society, Hellenic Society/Greek Dance Culture Club, Pope Dante Culture Club LANGUAGES/SKILLS Greek, Italian, Conversational Spanish Proficient in MS Office (Excel, Word, PowerPoint, Outlook), DDS, SAP, Cognos, Microsoft Dynamics (Solomon system), Decideware, Applications and Research AWARDS Hofstra University: Graduated with Honors and Distinction 2013 Greek Organization: Archangel Michael Institute Outstanding Achievement 2004 AHEPA Award SPARTAN Club Spirit Award: National Cheerleaders Association Advanced Regents Diploma: 2007