Project Manager Customer Service

RICHARD C. ROBERTS, JR., CMA

* ********** *** ****: 401-***-****

North Kingstown, RI 02852 Cell: 401-***-****

SUMMARY

A seasoned leader with extensive experience in the areas of Controllership, Financial Planning & Analysis and

Shared Services. Known for strong business acumen and the ability to think strategically. Throughout career,

have successfully partnered outside the Finance function with Operations, Procurement, IT, Human Resources

and Legal disciplines. Utilized Hyperion and SAP and implemented software solutions for payroll, expense

reimbursement and travel. Key competencies include:

• • •

Financial Analysis Cost Reduction Performance Measurement

• • •

Forecasting Process Mapping and Systems Implementations

• •

Project Management Improvement Staff Recruiting and Development

• • •

Contract Negotiations Internal Controls Vendor Relationship Management

PROFESSIONAL EXPERIENCE

TEXTRON, INC. 2005-2009

Fluid & Power, Providence, RI (2007-2009)

Director, Financial Planning & Analysis

Directed financial planning and analysis for $650M multi-national business consisting of four unique product

lines. Coordinated, consolidated and analyzed monthly, quarterly and annual reporting package for the

corporate office. Acted as business partner to senior executive staff on industry, economic and financial

matters.

Improved the Annual Operating Plan process by working closely with the product line management teams

•

and communicating key targets early in the process. The improved communication and use of a standard

template reduced the number of submissions from five to two.

Redesigned the process for and reporting of monthly results. Effort resulted in both improved timeliness

•

and quality of internal reports.

Improved FP&A Customer Satisfaction Score, a semi-annual survey of senior management, from 2.7 to 4.0

•

(scale of 5).

Greenlee-Textron, Rockford IL (2005-2007)

Director, Financial Planning & Analysis

Oversaw financial planning and analysis for $425M multi-national business. Prepared monthly and quarterly

reporting package for the corporate office including actual/forecast data and variance analysis to plan, prior

year and prior forecast. Developed and monitored performance to key financial, customer profitability and sales

metrics. Coordinated the annual operating plan process. Performed ad hoc analysis for capital, new product

and promotional initiatives.

Redesigned the process for and reporting of monthly results. Effort resulted in both improved timeliness

•

and quality of internal reports.

Implemented Value Stream reporting in response to company reorganization. The new reporting and

•

analysis tools provided insightful information for the new management team to more effectively manage

their respective businesses.

Improved FP&A Customer Satisfaction Score, a semi-annual survey of senior management, from 2.5 to 4.1

•

(scale of 5).

Richard C. Roberts, Jr. CMA Page 2 of 3

401-***-**** (H) 401-***-**** (C)

PROFESSIONAL EXPERIENCE (continued)

APPLERA CORPORATION 2000-2004

(now Life Technologies)

Corporate Office, Norwalk, CT

Director, Corporate Services

Directed North American disbursements (payroll, accounts payable and travel expense reimbursement),

corporate purchasing, travel and support services (fleet vehicles, credit cards, cell phones, record retention,

office services). Led a team of 45 employees with an annual operating budget of $4.7M.

Overhauled the payroll organization plagued with high turnover and poor performance into a stable and

•

professional department focused on customer service and quality. Improved performance and

responsiveness of payroll vendor and reduced fees 34%.

Executive sponsor for the selection and implementation of a new payroll system. New contract resulted in

•

annual cost savings of 30%.

Expanded organization scope by creating new corporate departments for travel and procurement.

•

Recruited five new employees who delivered over $4M in cost savings/avoidance within the first year.

Executive sponsor for TravelSmart program. Initiative integrated a new company credit card, new web-

•

based tools for expense reimbursement and travel reservation processes, an updated travel policy and a

website on the company’s intranet into a single program. Successful implementation increased

productivity, reduced transaction costs and significantly improved policy compliance and internal controls.

THE STANLEY WORKS 1997-2000

Corporate Office, New Britain, CT

Director, Shared Services

Leader of transaction processing organization for U.S. operations. Responsible for accounts payable, payroll

and related employee transactions, travel expense reimbursement and the procurement card program. Led a

team of 50 employees with an annual operating budget of $2.6M.

Consolidated employee transaction processing from 25 locations to one and accounts payable processing

•

from 22 locations to two, reducing associated headcount 46% and expenses 35%.

Developed and implemented standards for payroll processing and related employee transactions resulting

•

in improved internal controls and increased department productivity.

Centralized administration of the American Express Corporate Travel Card. Implemented procedures to

•

improve compliance and reduce delinquencies.

Created operating metrics to measure organizational performance and developed action plans to achieve

•

continuous process improvement.

ALLIEDSIGNAL, INC. 1980-1997

(now Honeywell)

AlliedSignal Engines, Stratford, CT

Project Manager, Finance (1995-1997)

Strategic advisor to senior management on major manufacturing facility relocation. Managed financial controls

and spend analysis for $95M project.

AlliedSignal Aerospace, Tempe, AZ

Manager, Finance (1994-1995)

Provided leadership and expertise on credit and treasury issues within the Aerospace Sector. Major activities

included visiting operating units to provide education to financial and non-financial employees on the

importance of cash flow, troubleshooting specific issues related to accounts receivable performance and

leading the Aerospace Sector Accounts Receivable Council.

Richard C. Roberts, Jr. CMA Page 3 of 3

401-***-**** (H) 401-***-**** (C)

PROFESSIONAL EXPERIENCE (continued)

AlliedSignal Aerospace, Cheshire Operations, Cheshire, CT

Manager, Financial Operations (1984-1994)

Directed a staff of nine employees responsible for general accounting, government accounting, budgeting,

forecasting, financial analysis and internal reporting. Supported a variety of financial and operational internal

audits. Performed vendor audits in support of procurement requirements and in accordance with the Federal

Acquisition Regulations for government contracts.

AlliedSignal Automotive, East Providence, RI

Financial Analyst (1980–1984)

Member of corporate financial staff responsible for consolidating monthly forecasts and annual and long range

plans. Analyzed key operating statistics for senior management and supported various internal reporting

requirements and ad-hoc requests.

EDUCATION, PROFESSIONAL CERTIFICATION & AFFILIATIONS

MBA, University of New Haven, West Haven, CT

BS, Accounting, Bryant University, Smithfield, RI

Certified Management Accountant (CMA)

Member: Institute of Management Accountants

TECHNICAL DEVELOPMENT

Strategic Partnering for Finance Leaders, The Wharton School, University of Pennsylvania

Six Sigma Green Belt Training, Textron University

Developing Leadership Excellence, Textron University

Contact this candidate