Jeffrey Albert Marquis, Finance Expert in Oakton, VA, United States
Jeffrey Albert Marquis

Finance Expert in Oakton, VA, United States

Member since October 31, 2019
Jeffrey began his career as a CPA with KPMG. He later earned his CFA working as an investment analyst. As the CFO, he helped build and sell an internet travel company to Expedia. He worked with GSI for 18 years, initially as their CFO, COO, and eventually, president. He attended the Harvard AMP program working with top executives from around the world in a seven-week intensive program.
Jeffrey is now available for hire

Career Highlights

Education

Select Certifications

Industry Expertise

  • Government
  • Lodging & Resorts
  • Travel Agencies & Services
  • Airlines, Airports & Air Services
  • Financial Modeling

Software Expertise

Other Expertise

  • Budgeting
  • Business Strategy
  • Corporate Finance
  • Financial Management
  • General Management
  • Valuation

Employment

  • President and COO

    2011 - 2019
    Guest Services, Inc.
    • Led all operations of the company, including dining services, hotel and condominium management, recreation services, national and state park operations, produce processing and wholesaling, and senior living facility management. Managed a team of eight vice presidents, which in turn managed 4,000 professionals. Reported directly to the CEO and Board of Directors.
    • Created and implemented business development strategies resulting in top-line revenue growth from $200 million to over $450 million in 2018.
    • Added recreation services and senior living management divisions to the company’s portfolio of businesses resulting in overall margin expansion and a significant new pipeline of business opportunities.
    • Led the negotiation and purchase of two multi-million dollar companies and the successful operational and cultural integration of the workforces.
    • Established a high performing management team and corporate culture that emphasized respect, integrity, and achievement.
  • CFO

    2001 - 2011
    Guest Services, Inc.
    • Led all financial, accounting, purchasing, and IT operations. Managed a staff of 70 professionals.
    • Worked with senior leadership to identify and analyze key profit drivers in all business lines, which resulted in an average 50% margin improvement across business lines.
    • Evaluated hundreds of business opportunities with the business development team to focus the company’s resources on only the highest NPV projects.
    • Worked closely with the company’s auditors, banks, and insurance carriers to improve the company’s financial reporting processes and reduce financial and operating risks.
    Focus areas: Financial Management
  • CFO

    1998 - 2000
    Travelscape
    • Played a key role in establishing the company’s corporate strategy, developing its management team, and molding the company into an attractive IPO or acquisition candidate.
    • Established the business plan and strategy that grew the company’s revenue from $21 million in 1998 to $150 million in 2000. Increased the company’s footprint from just Las Vegas to the entire United States.
    • Led two rounds of private financing and the company’s IPO efforts, which were ultimately canceled in favor of the sale to Expedia.
    • Maintained relationships and reporting requirements with the company’s auditors, investment bankers, and investors.
    • Co-founded the company.
  • Investment Analyst

    1994 - 1998
    Fertitta Enterprises
    • Responsible for idea generation, research and analysis, financial modeling, report preparation, investment presentations, and portfolio management.
    • Built financial models of public companies to evaluate for investment.
    • Analyzed and created financial models for private company investment.
    • Completed detailed competitive analyses for the industries in which the company was invested.
  • Senior Auditor

    1991 - 1994
    KPMG
    • Responsible for the development and implementation of audit plans.
    • Supervised audit staff, preparing and reviewing financial statements, including SEC forms 10-K and 10-Q.
    • Reviewed SEC registration statements for public equity and debt offerings.

Education

  • Executive AMP degree in General Management
    2016 - 2016
    Harvard Business School - Boston, USA
  • Bachelor's degree in Accounting
    1987 - 1991
    University of San Diego - San Diego, USA

Certifications

  • Chartered Financial Analyst (CFA)
    JANUARY 1997 - PRESENT
    Institute of Chartered Financial Analysts
  • Certified Public Accountant (CPA)
    JANUARY 1993 - PRESENT
    AICPA

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