Marcos Ortiz

Marcos has 20 years of financial accounting experience and expertise in multi-year budget planning in the nonprofit sector. His upward mobility propelled him into leadership roles that resulted in his appointment to lead large accounting divisions and complex financial operations in NYC municipal and quasi-governmental agencies.   The organizations have been multi sites, multi programs and multi government funded at the city government, local, national and international level.  He has provided multi-year strategic financial advice and direction to all levels of staff, executive leadership, working groups, project teams and board of directors that resulted in reasonable solutions. Marcos possesses in-depth knowledge of Federal, State and NYC fund accounting rules and regulations. His expertise includes cross functional business areas:  Human Resources, Facilities and Capital Program Management, Information Technology, Procurement and Support Services.   Throughout his career, Marcos, has pride himself in being the recipient of “unqualified opinion” given by independent auditors and recognized for his achievements by government officials.

Recently, Marcos worked as a Chief Financial Consultant with executives from the NYC Department of Health and Mental Hygiene in developing an agency wide Integrated Revenue Management System.  He also served as Director of Fiscal Affairs at the NYC Department of Transportation (DOT).  In these roles, he automated financial systems that reduced the process time of contract payments, maximized reimbursements, enhanced capacity and administrative efficiency.  He developed protocols, policies, procedures, systems and controls that made sense and were in compliance with funding sources and regulating agencies requirements.

Marcos and his teenage son Lucas love the summer, both enjoy soccer and the outdoors.  He is a U.S. Marine Corps veteran. While in the military service, he earned an M.B.A. in Financial Management and a B.B.A. in Banking and Finance from National University in San Diego, CA.