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Marco Chow

Head of FP&A at ClearOne Advantage
Intro Book
Seasoned finance executive with 20+ years of experience in leadership roles.
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Location
San Ramon, California, United States, US
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Bio

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Marco Chow is a seasoned finance executive with 20+ years of experience in leadership roles, including Head of FP&A, Division Finance Head SVP, VP, Asset Liability Manager, and Lead Financial Analyst. He has a strong background in finance, business intelligence, and strategic planning, with expertise in integrating large-scale projects and managing cross-functional teams. He holds an MBA from Purdue University and a Bachelor's degree in Electronics Engineering from The Hong Kong University of Science and Technology.

Experience

  • ClearOne Advantage
    • San Francisco Bay Area
    • Head of FP&A
      • 2021 - Present
      • San Francisco Bay Area

  • Bank of the West
    • San Francisco Bay Area
    • Division Finance Head SVP
      • 2011 - 2021
      • San Francisco Bay Area

      Heading the Finance and Business Intelligence functions for Small Business Banking - $15Bn loan exposure and $13Bn deposit portfolio - the fastest growing SB portfolio in the US for five years in a rowLed 5-year Strategic Planning and target setting process at corporate level - managed teams to coordinate with LoB Finance to align the strategic goals and capital expenditure planningLed strategic initiatives to relocate multiple finance teams/processes from San Francisco and New York to Montreal/Canada for cost efficiency improvement

  • Bank of America
    • VP, Asset Liability Manager
      • 2010 - 2011

      Led projects to integrate $250Bn Merrill Lynch deposits into BoA platform, and managed the post-conversion through completion to ensure the seamless transition

  • JP Morgan Chase (formerly Washington Mutual)
    • Sr. Finance Manager (Card Services)
      • 2008 - 2010

      Leadership in developing and driving the revenue forecasts in financial planning process

    • Sr. Finance Manager (Home Equity Lending)
      • 2005 - 2008

      Led the line of business annual operating plan process and 5-year strategic long range forecast

  • Capital One
    • Lead Financial Analyst
      • 2001 - 2005

      Corporate Financial Planning & Analysis to support Investor Relationships - quarterly earnings calls, investor conferences and road shows

  • Parsons Brinckerhoff (Asia), HK
    • Financial Analyst
      • 1997 - 1999

Education

  • 1999 - 2001
    Purdue University
    MBA, Finance
  • The Hong Kong University of Science and Technology
    Bachelor, Electronics Engineering

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Industry Focus. “Financial Services”

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