Finance Director

Robert W. Braubitz II MBA

267-***-**** *********@*******.*** www.linkedin.com/in/robertbraubitz

Summary

Seasoned financial leader with MBA and pending PMP certification seeking permanent opportunity. Proven success in planning, resourcing, budgeting, and managing/execution of diverse projects for small and large corporations. Results-driven leader skilled in directing cross-functional teams and mentoring staff to reach their potential. Able to add value in the following areas:

Financial modeling Project Management Change Management

Forecasting and budgeting Planning Financial Leadership

Exceptional Excel skills Strategic Analysis Growth Strategy

Professional Experience

Erickson Living Management LLC, Parkville/Catonsville, MD 2015 – Present

Erickson Living is the leading developer and manager of continuing care and retirement communities. They are home to over 25,000 seniors across the United States, employ over 15,000 employees nationwide and over $1B revenue.

Corporate Finance Director 2018 – Present

Implement finance best practices and KPI’s through 21 communities

Coordinate the creation of $750M annual operating budget

Prepare monthly business review meetings with senior leadership

Support local teams in developing business cases/models for new lines of business

Work in unison with local teams to develop strategies in overcoming budget variances

Successfully obtained bond financing for 2 communities

Mentor new Community Finance Directors through yearly budgeting process

Implemented online bill pay portal for community residents

Review yearly operations and capital expense budgets for 21 communities

Develop agenda for biweekly Community Finance Director meetings

Lead Business Office Manager monthly teleconference meeting

Implemented revenue cycle management process resulting in 20% company-wide reduction of bad debt

Finance Director (Community CFO) 2015 - 2018

Responsible for all accounting, treasury and analysis activities as it pertains to community

Successfully refinanced a $66M bond

Create and implement $100M + yearly operations budget

Development and Oversight of $10 - $20M capital expense budget

Financial oversight of 8 Lines of Business and over 60 departments

Implemented procedures that reduced bad debt by 30%

Review monthly operational and financial performance with corporate partners

Developed/Implemented strategy that overcame $500K mid-year budget deficit

Reduced accounts receivable DSO by 40%

Quarterly interaction with Bond Holders/Board of Directors

Increased Days Cash on Hand from 500 to 800+ days

Financial oversight of $150M+ investment trust

Developed and executed strategies to meet financial and operational goals

Mentored staff and developed classes to increase business acumen for peers

Devised 5, 7 & 10-year strategic business plan

Lead calls with Fitch and S&P Bond rating agency’s

Partnered with department heads to identify operational inefficiencies

Implemented a strong customer service culture to exceed customer expectations

Member of executive leadership team

Robert W. Braubitz II Page 2

BWR Associates, Philadelphia, PA 2009 – 2015

BWR Associated is a boutique consulting company concentrating on small to medium size companies providing analysis into their business and helping them become more profitable and better positioned for growth.

Management, Financial & Change Management Consultant

Clients included GlaxoSmithKline, Decker Publishing, Puricore and Preston, Romano & Shea

Interim Vice President/Director of Finance/Controller

Devised and developed post acquisition strategies

Responsible for upgrading accounting and reporting software packages

Implemented process and organizational changes leading to 20% cost savings

Assisted CEO/Owners in obtaining outside funding for operational and acquisition growth

Designed and implemented internal financial and operational reporting tools

Planned, developed and executed Organizational Change Management strategies

Identify potential barriers for organizational that may impact the success of the project

Devised and implemented transition strategy to ensure smooth changeover of financial processes

Wolters Kluwer Health, Yardley and Conshohocken, PA (Company Re-Organized) 2006-2009

Global publisher of medical, nursing and allied health information resources in book, journal, newsletter, loose leaf and electronic media formats. Generated over $700M in revenue worldwide with over 1,800 employees.

Director of Reporting, Analysis and Operational Performance

Developed sales, revenue and expense forecasts for $700M division

Designed and implemented Key Performance Indicators to measure productivity

Implemented product line dashboards for five different business units

Analyzed trends and reported key findings to executive management team

Served as Team Leader on Lean Six Sigma Project that resulted in savings of $1M

Mapped processes to examine inefficiencies in current business model

Created and streamlined global sales reporting and commission process

Developed financial models to assist in deciding resource allocation for new and existing projects

Simple Technologies, Inc., Southampton, Pa (Offered a permanent position) 2004-2006

Consultant

Molnlycke Healthcare., Newtown, pa (Company Moved) 2002-2004

Accountant/Financial Analyst

Education

Villanova University – villanova, PA

Project Management

Rider University – Lawrenceville, NJ

Master of Business Administration (MBA)

Bachelor of Science (BS) in Finance

Technical Capabilities

SAP, Microsoft Dynamics AX, Hyperion, PeopleSoft, Lawson, Sales Logix, Excel, Word, PowerPoint, QuickBooks, Yardi, Kronos, Vision, Essbase

Activities

Volunteer Bucks County Mentor Program, Volunteer Bucks County Economic Development Board, Rape prevention seminars in conjunction with Women Against Abuse

Contact this candidate