Robert F. Shields, MBA

Drexel Hill, PA *****-**** 610-***-**** ad3mm1@r.postjobfree.com

FINANCIAL ANALYST

Extremely positive, strategic accounting professional offering expertise in executing financial forecasting / reporting / operational metrics tracking, analyzing financial data, and creating financial models for decision support. Innovative business partner, effective communicator, and problem-solving project manager known for building relationships with internal / external partners at all levels / disciplines to perform research / data mining / business intelligence, evaluate past results, perform variance analyses, identify trends, and make recommendations for improvement to ensure accurate financial reporting. Collaborative manager who leads by example and individual contributor with demonstrated successes in building, coaching, and directing cross-functional teams to evaluate financial performance by comparing / analyzing actual results with plans / forecasts, establish / enforce policies and procedures for cost analysis, analyze trends, and recommend actions for optimization that drive process improvements and increased productivity.

CORE COMPETENCIES

Forecasting Reporting Training Research Documentation Audits Vendor Management Capital Budgets / Budgeting Procurement Inventory Management Customer Service Payroll A / R A / P Negotiations Editing/Writing Accounting Transactions/ Variance Analysis Ethical Decision Maker Team Player Legal Scholar

TECHNICAL PROFICIENCIES

Labor Compliance Programs Requirements Assessments Troubleshooting Quality Assurance Risk Identification / Mitigation Compliance Analytics Metrics Legal / Regulatory Guidelines (SOX, FAR, State Sales Tax, etc)

EXPERIENCE

Deposita, Conshohocken, PA 09/2023 – Feb 2024

Revenue Analyst, 09/2023 – 02/2024 (Temporary Assignment)

Participated on team with CFO to implement updates and changes to Billing Recognition process for pass thru billings resulting from major merger activities. Involved validating and recreating data records lost in conversion process, redesigning billing process and reformatting of records to allow automated pass through to customer of consolidated vendor billings records, reoccurring monthly service charges, equipment billings and other services to the customer via import into SAP system.

Involved audit validation tracing records of over 25000 individual Automated Bank Safe/Vault serial numbers, the confirmation of location, authorization and billing of all 2023 Invoiced transaction, and the redesign of the process to collect and automate billing from a very laborious and error prone system put in place due to a merger.

THE BOEING COMPANY, Ridley Park, PA 07/2001 – Feb 2023

Senior Capital Budget Planning and Procurement Analyst, 09/2015 – 02/2023

Coordinated prioritized planning inputs, from various sites and divisions and corporate leadership related to equipment annual commitment and capex spend objectives including budget, allocation, and management and reporting. Partnered with stakeholders to assess and assure on-going achievement of shared goals and objectives by balancing priorities between long and short term event horizons based on risk/return evaluation.

Provided functional and divisional leadership to coordinate approvals, issuance of charge lines, process guidance, cost policy support, sales tax compliance, and inventory management.

Reduced and maintained in-process inventory balances at relatively low historic percentages, receiving recognition for completing tasks that previously required 8 full-time people to accomplish.

Senior Philadelphia Site Labor Compliance Officer, 07/2010 – 09/2015

Oversaw the Site Labor Compliance Program.

Spearheaded audits of individual labor recording practices to assure proper charging to government contracts in coordination with the local defense contracting auditing FAR requirements.

Used tactics that were similar to Seek, Speak, and Listen to change the perception of compliance audits from being something to fear to something to be proud of.

Drove paradigm shift of employees’ perspective on labor compliance program from one that appeared to punish to one that fostered seeking guidance which gave employees confidence to speak up and seek guidance or assistance with labor charging and assuring a government customer that they could rely on the accuracy of records as previous system errors had caused employees to get disciplined for things beyond their control which caused disconnects between workforce and management.

Uncovered a systematic problem in the Labor Recording system and convinced the leadership team to change their approach using Seek, Speak and Listen approaches, resolved unacceptable failure rates in internal / external audits, and showcased that the failure rates were not due to discipline issues as suspected above. (Union Shop Steward told management he believed my efforts impacted a close strike vote in company’s favor

Program Cost Accountant, 07/2001 – 07/2010

Supported all Programs of Record’s financial analysis needs to support payment of vendors, billing of customers, analysis of variances, forecasting Estimates of Completion as required by Government Contracts

Robert F. Shields, MBA ad3mm1@r.postjobfree.com Page Two

Played major role converting Philadelphia site time collection system from a highly customized purchased software to an in-house developed system

Successfully resolved a $2M invoice invoice discrepancy for material that was billed when nothing had shipped. Previous teams had been unsuccessful and I was up against a 24-hour deadline to resolve issues to prevent loss of critical funding. Issue related to deltas between how retention type costs were handled during a major accounting system switch over. This achievement occurred during my first month on job.

PALMA LAZAR & ULSH, LLP., Langhorne, PA 02/1999 – 07/2001

Finance Manager Controller

Managed all day-to-day financial and accounting-related activities, driving the achievement of business goals / objectives.

Guided 4 direct reports in all phases of customer service, payroll, A / R, A / P, and administrative responsibilities.

Prepared and distributed complete financial statements.

Developed operational plans and annual budget and metrics to track progress toward same.

Participated in the onboarding activities of all new employees.

Oversaw all financial reporting requirements and contractual negotiations related to international operations in St. Lucia.

ADDITIONAL RELEVANT EXPERIENCE

SIEMENS BUILDING TECHNOLOGIES, INC., Blue Bell, PA 05/1988 - 02/1999

Accounting Manager, Blue Bell Branch Office

Managed the accounting functions for a $37m branch operation.

Trained and evaluated accounting and administrative department personnel specializing in credit analysis, billing, contract administration, A / P, A / R, job costing, field union payroll processing, and reporting requirements.

Oversaw capture of all accounting data, as well as testing for both accuracy and compliance with established procedures and internal controls.

Reviewed all project contracts, documentation of terms and conditions, and flagged items requiring additional negotiation / consideration.

Assisted the salesforce with proposal preparation and setting pricing targets.

Assessed and managed risk exposure and developed mitigation plans to address the same.

Served as Local Area Network Administrator and computer help desk troubleshooting subject matter expert.

ELKEN MOTEL CORPORATION

Resident Operations Manager 05/1984-05/1988

Oversaw all phases of the profitable daily operations of a 132-unit motor lodge complex, located near the Philadelphia International Airport.

Handled all staff and vendor procurement and evaluation.

Kept guests satisfied with the premises and willing to return on future trips.

Developed low-cost marketing initiatives that produced incremental business over prolonged periods.

Negotiated favorable terms with vendors to reduce costs, provide supply chain stability, and just-in-time delivery by adopting a partnering win-win approach.

EDUCATION

Master of Science Coursework, Data Analytics (2017)

Drexel University, Philadelphia, PA

Doctor of Laws (JD) Coursework (2010)

Widener University School of Law, Wilmington, DE

Master of Business Administration (MBA), Finance (1994)

LaSalle University, Philadelphia PA

Bachelor of Science (B.S.), Accounting (1988)

West Chester University, West Chester, PA

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