Verified recordFinancial Services

Mark Grassing

Senior Finance Associate at Polen Capital

Based in Boca Raton, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Boca Raton

Industry

Financial Services

Company size

226

Contact information

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Email

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m•••••••@polencapital.com

Phone

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Background

About Mark Grassing

I am a strategic Senior Finance & Accounting Professional with over 12 years of experience driving financial performance, operational efficiency, and global compliance across investment management and corporate finance sectors. With a passion for streamlining processes, automating workflows, and building scalable systems, I thrive at the intersection of financial integrity, cross-functional collaboration, and business transformation. Throughout my career, I have led high-impact initiatives across global organizations—from integrating financial systems post-acquisition to automating accounts payable for 500+ invoices monthly (~$3M) using BILL.com and Microsoft Business Central. My strength lies in bridging accounting fundamentals with modern technology, ensuring data accuracy, regulatory compliance, and executive-level reporting that supports informed decision-making. As Senior Finance Associate at Polen Capital, I’ve managed multi-entity month-end close processes, led VAT filings across jurisdictions, implemented Concur and Pivot Payables automation, and overseen payroll, fixed asset management, and revenue recognition for complex investment products (Mutual Funds, SMAs, UCITS, ETFs, CLOs). I also take pride in co-founding an internal charitable group, overseeing $125K+ in annual matching contributions and volunteer programs. Previously, as Operations Manager at Foundation Floors, I drove revenue growth and gross margin improvement through smarter reporting, KPI dashboards, and financial controls. Professional Highlights: • Led full financial system integrations, ERP conversions, and AP automation across global entities • Reduced reliance on offshore support, saving ~$12K/year through expense system streamlining • Directed complex intercompany reconciliations, consolidations, and regulatory filings (13F, VAT, FSRA PIB) • Supported audits and ensured GAAP compliance across the US, UK, Hong Kong, and UAE • Managed $22M+ in fixed assets and $90M in goodwill and intangible amortization schedules I am a data-driven problem solver, a collaborative leader, and a finance professional passionate about creating clarity, transparency, and strategic value through numbers. I welcome opportunities to connect with like-minded professionals, share best practices, and contribute to finance functions that drive global business growth. Contact me at magrassing@gmail.com.

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Mark Grassing Email & Phone Number @ Polen Capital | Kipplo Discover