Andrew Mai

Supervisor, Investment Strategy & Operations @ PMX

New York City Metropolitan Area

About

With my experience as a Client Operations Analyst at Carat, I bring over four years of experience in financial analysis and operational reconciliation, supporting the Procter & Gamble account. My role emphasized in creating financial estimates across multiple categories and reporting on budgets to analyze revenue forecasts for Procter & Gamble of over $3,000,000,000 in spend. Combining my MBA with strong analytical skills and expertise in tools like Guideline Mediatools and MediaTools, I contribute to ensuring financial accuracy and efficiency. I am committed to delivering data-driven insights and supporting strategic decision-making to achieve organizational objectives.

Experience

  • Supervisor, Investment Strategy & Operations at Publicis Media
    May 2026 - Present · 2 mos

  • Carat (Full-time · 4 yrs 2 mos)
    • Senior Associate, Finance Operations
      Jul 2025 - May 2026 · 11 mos

      • Reporting on quarterly and fiscal year budget to monitor and analyze revenue forecasts upwards of $3,000,000,000 across all product categories • Liaise with the client, Procter & Gamble, to create financial estimates in over 5 categories of business • Cross-team operations experience working with Planning and activation teams to monitor campaign estimates • Using MediaTools/Guidelines and DDS reporting to analyze billing discrepancies or issues on a daily basis

    • Senior Associate, Digital Reconciliation
      Aug 2024 - Jul 2025 · 1 yr

      • Mentoring associates by teaching systems and processes • Leading meetings with other operation and planning teams to discuss discrepancies and client approvals • Handling hundreds of invoices and manually coding them within the platform, IPS 2.0 • Managing the reconciliation and workflow of all YouTube and Amazon invoices accrued by P&G amounting over $500,000,000.00 in fiscal revenue

    • Associate, Digital Reconciliation
      Apr 2022 - Aug 2024 · 2 yrs 5 mos

      • Digitally reconciling invoices through Prisma for the client, Procter & Gamble • Creating biweekly reports using concat and vlookup functions in Microsoft Excel • Creating weekly status reports using pivot tables in Microsoft Excel • Creating statement reports to update vendors on a monthly or fiscal basis • Met with the client’s vendors in monthly meetings to discuss any open items on vendor statements

  • NORY, Inc. (Greater New York City Area · On-site)
    • Administrative Coordinator
      Sep 2019 - Jan 2020 · 5 mos

      • Updated Company Website through applications such as "Unbounce" (http://www.nory.co/) • Assisted in running payroll via Gusto.com • Created Payment Provider, “Sawyer” links to assist in customer payment • Updated and assigned day-to-day tasks through the "monday" application • Worked closely with the CMO and CEO on a day-to-day basis • Created and managed invoices between the company and stakeholders • Managed operations and existing staff (Temporarily for ~2 months)

    • Administrative Assistant
      Aug 2019 - Sep 2019 · 2 mos

      • Assisted in everyday tasks: greeted parents and children, covered for staff, cleaned and organized the office • Screened resumes for new hires • Emailed potential candidates with the assistance of Google Extensions such as "Streak" & "Calendy" to make appointments and emails professional and efficient • Expedited candidates for hire after conducting phone interviews • Organized documents and excels via Google Drive • Proficient in the applications: "Trainual", "Gusto", and "Slack"

    • Summer Assistant Counselor & NORY Maker
      Jul 2019 - Aug 2019 · 2 mos

      • Assisted children ages 3 and up in the assembly of Robots and other Arduino projects. • Educated and supervised children on the safe usage of power tools and hot glue guns • Served lunch to over 100 children daily • Created craft materials out of raw material using tools such as Canary Knives for children to use for STEM projects • Sanded wood to child-proof the materials

  • Barista at Starbucks
    Nov 2017 - May 2019 · 1 yr 7 mos

    • Trained by Culinart and Starbucks for food and beverage preparation following Starbucks Recipes • Worked during peak hours to accommodate multiple customers in a strict and fast-paced environment • Assisted the supervisor in settling any issues with customers

  • Summer Camp Lead Counselor at Mohawk Day Camp
    Jul 2014 - Aug 2018 · 4 yrs 2 mos

    • Led as a General Counselor and co-managed the “Seneca Braves” bunk/group. Promoted to a Lead Counselor in the 4th summer working at this organization. • Worked closely with a small squadron of adolescents within the whole bunk/group of over 20 children to ensure growth, safety, and to accommodate their individual special needs. While focusing on the growth of approximately 6 primary children. • Created and enforced strict schedules and led adolescents, ages 6 and over, to their activities (Lead Counselor Role) • Trained in CPS (Child Passenger Safety) • Trained in EpiPen education and administration