ROBERT M. PETILLO SR

Mobile: 732-***-**** acxm90@r.postjobfree.com

https://www.linkedin.com/in/rob-petillo-30b7514

Summary

Senior Financial Analyst with solid work experience and strong understanding of financial planning, accounting, analytics, supporting the monthly financial close process and ensuring accurate forecasting, budgeting and financial analysis over different business organizations. Skilled communicator with the ability to build strong working relationships with coworkers and clients.

Professional Experience

ACCOUNTEMPS/TRAC INTERMODAL, Princeton, NJ 2016-2016

Senior Financial Analyst

Assisted the Financial Planning and Analysis team on weekly, monthly and quarterly reporting as well as developed a deep understanding of the Chassis Business. Analyzed and interpreted data that was communicated to key stakeholders and developed technical skills in Hyperion and associated software to assist in streamlining weekly and monthly reporting processes.

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Contributed to the preparation of the Weekly Management Dashboard report and Monthly Business Review, working with Operations, Commercial and other internal departments to obtain, validate and improve their input, making sure key messages are clearly conveyed to senior management and company owners.

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Assisted in preparing the weekly P&L Forecast, preparing all supporting schedules enabling comparison with budget, forecast and last year, working with the FP&A team to provide insight on a weekly business activity and main variances.

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Developed and prepared monthly reporting of SG&A expenses, providing department insight on their monthly spend and variances compared to budget and previous year, working with internal teams.

ACCOUNTEMPS/INVENTIV HEALTH CLINICAL, Princeton, NJ 2015-2016

Project Financial Analyst

Managed all financial aspects of assigned projects (PMO) providing financial support, analysis and reporting that includes budgeting, monthly closing activities, financial analysis, budget overruns, and revenue recognition versus actual services to provide and drive corrective actions to improve financial performance where required.

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Partnered with Project team to ensure timely execution of projects (PMO) on budget, assisted in troubleshooting issues within the project and the resultant action plan as well as provided financial analytical support to project teams, including the assessment of project overruns and related recoverability.

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Prepared certain financial analysis reports, including forecast to actual analysis, and prepared related commentary to financial, planning and analysis team as well as accountable for the accuracy of project forecasts and partner with project teams to prepare and communicate monthly forecasts.

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Assisted in the revenue close process, including the calculation of revenue earned during the month and proper recording in the Company's financial system (i.e., RRDM) as well as assisted in the development and review of financial documentation required for initial proposals, payment schedules and change orders.

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Collected, tracked, and verified the accuracy of data used for calculating revenue and prepared cash flow analyses at the onset of a proposal to ensure requirements are within inVentiv’s cash flow policy (i.e., maintain positive cash flow throughout the life of a study) and also reviewed monthly project invoicing detail and coordinate timely invoicing with billing department.

RADIANT SOLUTIONS/STATE OF NJ - DFD, South Plainfield, NJ 2015-2015

Budget Analyst

Responsible for issuing payments under third party contracts, reviewing expenditure reports from the provider agencies as well as monitoring of actual expenditures with source documentation and assigned work activities of Administrative Analysts 3 in planning and conducting management, statistical, organizational, fiscal, performance, and budget analyses of department programs.

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Took the lead in cost benefit analyses and effectiveness survey activities to include detailed work flow and productivity effectiveness where alternative programs are needed and assisted in making evaluations and recommendations as required.

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Provided evaluations of program activities to establish validity of program objectives and effectiveness of program operational policies/procedures in accomplishing these objectives.

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Performed analysis of management systems and assisted in preparing management policies/procedures.

PETRA SYSTEMS, INC, South Plainfield, NJ 2013-2014

Senior Financial Analyst

Prepared operating plans, budgets and periodic outlooks by creating and maintaining various financial models used in the financial planning and analysis process.

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Provided various schedules and information to support board and other executive meetings as well as coordinating corporate planning processes such as the annual budget and forecasts.

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Supported the monthly close by providing variance analysis and journal entries as needed as well as present P&L results to the Controller and led monthly meetings in presenting monthly variance analysis and forecast packages to cost center managers.

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Prepared variance analysis to operating plans, budgets and forecasts along with attaining business goals and KPI by providing financial analysis as well as providing monthly presentations to management outlining year to date financial results.

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Performed cash flow and ad hoc financial analyses and lead in special projects (PMO) to improve and standardize financial performance as well as developed and provided financial metrics to measure and maintain acceptable performance.

PETCO ANIMAL SUPPLIES, INC, Monroe Twp., NJ 2008-2013

Senior Financial Analyst

Performed financial and operational analyses on Distribution Center results for review by senior management as well as develop systematized reports to track and analyze business issues. Responsible for all accounting workflow and processes for East Coast distribution centers including month end accruals, account analysis, weekly and monthly forecasting including budget preparation.

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Performed financial and operational analyses as well as took the lead in network finance calls on Distribution Center results for review by senior management on a weekly and monthly basis.

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Developed and maintained financial modeling to analyze and understand Distribution Center business issues as well as performed routine reviews of actual performance versus budgets/forecasts. This includes variance reporting and identification of variances on a weekly and monthly basis for $29.5M of expenditures for fiscal 2012.

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Responsible for maintaining a regional purchase order tracking system to write 75-90 purchase orders per month as well as assisted in the month-end closing process and oversaw GL month end reconciliations with Accounting and Accounts Payable of all East Coast Distribution Center spend activity that occurred within the month which amounted to greater than $100K.

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Provided headcount analysis for over 300 associates on a daily, weekly, and monthly basis that included productivity reporting and payroll activity as well as evaluated the East Coast transportation (freight-out) performance on a weekly and monthly basis that generated on average an activity of 9.7M units and $820K monthly.

ROBERT HALF MANAGEMENT RESOURCES, Princeton, NJ 2007-2008 Financial Executive

Provided support to the Division Controller of Investments & Wealth Management Technology. Responsibilities included variance analysis, forecasting, the daily maintenance of fixed pricing and direct charges, maintaining the headcount and resource plan schedules as well as assisting with the month end close process and 2008 budget preparation.

PRUDENTIAL EQUITY GROUP LLC, New York, NY 1985-2007

Associate Vice President

Multi-faceted responsibilities within the institutional equity group that entailed a monitoring of all revenue and expense data for the entire division as well as providing management with related analytical and statistical reports. Proven ability in all aspects of Oracle accounting functions with compliance to the Sarbanes-Oxley Act.

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Established, maintained and controlled procedures for the collection of revenue from the research, options and soft dollar trading departments that ensured compliance to SEC rules and regulations.

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Partnered with information technology to build and automate an Oracle based system used to house client information as well as revenue and expense documentation. This helped to develop a top 200 client listing that represented 80% of total the net revenue base as well as providing online results.

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Performed daily and month end accounting entries in Oracle that supported the monthly and quarterly financial reporting close processes which ensured compliance with GAAP.

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Produced detailed ad hoc reports in Excel enabling management to evaluate and validate its relationship with its institutional equity clients.

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Analyzed client performance on a daily basis by scrutinizing profit and loss data gathered from the institutional block traders enabling financial decisions to be made in a timelier manner.

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Reported quarterly revenue to an outside independent firm that performed comparative global market studies within the industry.

Education & Technical Skills

BS, Accounting, Minor: Finance

St. John's University, Staten Island, NY, - Education for Series 7 license

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General Securities Representative (Series 7)

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Uniform Securities Agent State Law Examination (Series 63)

• MS Word, Excel, PowerPoint, Outlook, Oracle, Hyperion, Essbase, Quicken, PeopleSoft, Stromberg, Navision, SharePoint

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