John C Campo, CPA

Experience

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  Morgan Stanley

  Jan 2008 - Jan 2009

  Intern, Wealth Management

  -Research current market reports using Bloomberg-Update equity data used for portfolio analysis-Prepare and monitor client information-Assist multiple brokers with various duties: client data filing, phone, research, etc.

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  PwC

  Jan 2010 - Jan 2011

  Associate, Financial Advisory

  -Provide valuation services to clients for their RMBS, ABS, and corporate debt portfolios-Model Agency and Private Label MBS transactions to verify integrity of deal structures-Serve as a collateral analyst for ABS transaction closings-Verify CDO payment waterfalls, coverage tests, and collateral quality tests

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  Marchon Eyewear

  Jan 2012 - Jan 2017

  Senior Financial Analyst

  -Prepare monthly sales and expense analysis, with variance vs. budget/forecast/py-Oversee preparation of sales forecasts and expense budgets-Create required schedules for monthly close, quarterly forecast, & annual budget packages-Assist VP of Finance in identifying cost savings and solving financial/operational problems

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  CSS Nanotech Inc.

  Jan 2018 - Jan 2019

  Senior Manager, FP&A

  CSS Nanotech Inc. (CSSN) is an innovative nanotechnology startup company with a mission to develop its patent-granted carbon nanotube (CNT) materials called NanoSponge™ for various high-value applications in the Energy Sector, including thermal composites, rechargeable lithium metal batteries, water treatment solutions, O&G refining and other petrochemical thermal processes.

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  CVS Health

  Jan 2019 - Jan 2023

  Director, FP&A

  -Manage top down P&L for Aetna Digital organization. -Prepare high-level presentations on month-end results, forecasts, & budgets for Executive leadership.-Assist software development teams with capacity planning, financial modeling, & roster management.-Ad-hoc projects with business partners to improve process flow, increase efficiencies, & reduce costs.

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  Wealth Management

  Aug 2023 - now

  Tax Director, Client Advisor