Post Job Free

Resume

Sign in

Financial Analyst Assistant

Location:
Bethel, CT
Posted:
December 11, 2020

Contact this candidate

Resume:

Robert A. Geary, MBA

Phone: 623-***-****

E-mail adik0o@r.postjobfree.com

Career Highlights and Proficiencies

Demonstrated capability to plan, organize, lead, and control diverse projects on an international basis - specific examples include a) managing and providing direction to a shared service finance team in India on all finance and controlling operations, b) key member of a leadership team building a global operating unit (expert in developing Financial and Operations structures) c) conducting negotiations and delivering consulting advice to executives and government officials in an international environment and d) Executing large scale Finance Organization Transformation management.

Leadership Experience in Enterprise-wide Finance Functions: Treasury, Controlling, General Accounting, Forecasting, Planning and Analysis, Internal Controls, Compliance, O2C, P2P, Cost Management, AP/AR, Risk Management, Regulatory Reporting and Business Case Development.

Integrate business requirements with technology solutions to transform an organization.

Proven track record of hiring, developing, and mentoring a highly skilled team of professionals.

Professional Experience

Assistant Vice President, Continuous Process Improvement Leader (Finance), Genpact (Bridgewater Account), Stamford, CT

June 2020 – Present

Lead the Finance Continuous Process Improvement effort by championing Six Sigma/Lean concepts.

Develop multi-platform solutions across HR, Finance and Technology.

Achieve outstanding outcomes by managing schedule, scope and cost.

Champion ServiceNow based solution sets in order to deliver improved operating performance.

Assistant Vice President, Financial Planning and Analysis – Departmental Finance, Genpact (Bridgewater Account), Stamford, CT

March 2019 – June 2020

Lead the FP&A Transformation for Department Finance on the Bridgewater account; key areas of focus: Automation, Customer Engagement and Innovation.

Hire, Lead and manage a team of Finance Professionals in delivery of excellent outcomes to the Bridgewater Client.

Responsible for the production and distribution of weekly, monthly and yearly financial products for the Bridgewater Client.

Utilize Principled Management techniques in all facets of customer engagement.

Senior Finance Associate – Departmental Finance, Bridgewater Associates, Westport, CT

April 2016 – April 2019

Develop, analyze and control the operating forecast for Bridgewater Operations Departments.

Responsible for execution of the monthly accounting and planning cycle for the Real Estate and Facilities portfolio.

Lead process improvement efforts focused on creating operational and cost efficiencies.

Serve as the Finance Liaison for the Real Estate and Facilities Operations Management teams.

Identify business goals for the Real Estate and Facilities organization and lead organization toward specific, measurable and observable outcomes, in a principled fashion.

Director, Project Management, Prudential, Shelton, CT

September 2015 – April 2016

Responsible for all project management activities associated with the Data Analytics Program at Prudential Annuities division.

Manage 3rd Party Vendors in the delivery of outstanding project results.

Developed and deployed a modified Agile project management approach for to drive successful outcomes for the Marketing function.

Lead a team of key subject matter experts in the creation of project plans (scope, schedule and cost) to drive positive outcomes.

Lead Analyst – Regulatory Reporting, GE Capital, Danbury, CT

March 2014 – September 2016

Analyze GE Capital Financial Statements and align reporting requirements with Federal Reserve Bank expectations. Received 2 GE Recognition awards for process improvement accomplishments in 2014.

Develop in depth analysis on financial performance for GE Capital Americas. Lead specific activities associated with Y-9LP Regulatory Reporting.

Execute complex financial support working with team members located across the Americas and interacting with a Shared Service Center in India.

Create new processes and procedures for working with complex Federal Reserve Bank compliance requirements.

Serve in a Legal Entity Controller position; responsible for understanding Intercompany Lending and Capital Markets Operations.

Project Management: Developed integrated process to identify and correct Unnatural Account Balances for GE Capital North America. Utilized DEMAIC process management approach to decrease non-conforming items in the general ledger by 30% over nine months.

Military Information Support Operations (MISO)/PSYOP SGT, United States Army Special Operations Command (USASOC), Fort Bragg, NC

January 2010 – May 2014

Deployed in support of Operation Enduring Freedom-Philippines (OEF-P). Traveled throughout the area of operations independently to meet senior members of the Philippine security forces and consult on the application of non-kinetic actions to neutralize terrorist organizations, conduct humanitarian / disaster relief operations and address other security threats.

Project/Program Management: Trained over 175 Senior Officers, Non Commissioned Officers, and Civilians associated with Elite Philippine Security Forces (Special Police, Special Forces) on application of non-kinetic actions in the strategic and tactical environment. Maintained exclusive Responsibility, Accountability, and Authority (RAA) over the development and delivery of all facets of training program.

Developed training plans for US Forces deploying to Asia.

Developed & proposed multiple marketing campaigns for focused target audiences.

Awarded the Army Commendation Medal (ARCOM), Philippine Civic Action Medal and the Army Achievement Medal (AAM) for actions in support of OEF-P.

Graduate with Honors – John F. Kennedy Special Warfare Center and School (2010 – 2012).

Sr. Finance Manager / Controller – Supply Chain, Philips Electronics, Stamford, CT

January 2006 to December 2009

Leadership responsibility for all finance and controlling activities associated with North American consumer supply chain organization – supporting multiple Philips lines of business with annual revenues in excess of 1.4 Billion USD. Responsible for assets in excess of 160 Million USD and operating expense in excess of 60 Million USD. Legal Entity Controllership responsibility.

Signature responsibility for SARBOX statements and lead engagement with external auditors.

Managed professional finance team of 10+ (consultants & analysts) in all facets of corporate finance function and provided value add services to senior management and executives.

Selected to participate in Philips High Potential Program in 2009.

Project Manager / Financial Analyst II – NA Region, Philips Electronics, Snoqualmie, WA

September 2004 – December 2005

Served as financial management subject matter expert, identified resource requirements, analyzed international logistics flows, and drove positive financial outcome for projects.

Lead the finance/business perspective on development of a viable legal entity and tax structure for the Supply Chain Organization; responsibilities also included integrating to a new SAP platform and building the business management framework (decision support & control). Project Budget over 20 Million USD.

Managed project budget, timelines, and all deliverables for creating SAP platform and utilization of Legal Entities.

Financial Analyst – Capital Markets Derivatives, Washington Mutual Bank, Seattle, WA

May 2004 – September 2004

Key team member on the capital markets accounting team – covering all aspects of the FAS 133 Program. Conducted audit and liaison activities with regulators and auditors.

Senior Accountant – Capital Markets Derivatives, Washington Mutual Bank, Seattle, WA

July 2002 – May 2004

Responsible for reconciling MBS, Eurodollar Futures and other high risk financial instruments as needed; recovered in excess of 60 Million USD that was being held by counterparties over 6 months; supervised and assisted two accountants with their activities on a monthly basis. Liaison with counterparties.

Business Analyst – Boeing Commercial Airplanes, Everett, WA

January 2000 – July 2002

Lead development of Operational planning for the 777 Program (Final Assembly, Engineering).

Develop Continuous Process Improvement for the 777 Program via Accelerated Improvement Workshops; serve as Finance SME.

Successfully completed the Boeing Pre Management Assessment Process (PMAP) on first attempt.

Selected to represent Boeing in the 2001 Junior Achievement Learning Program and Leadership Tomorrow Finalist

Education

2002 Seattle University, Seattle, WA

Masters Business Administration

GPA: 3.60, Dean’s Honor Roll

1999 Washington State University, Pullman, WA

Bachelors of Arts, Finance

GPA: 3.59, Cum Laude / WSU President’s Honor Roll, WSU Writing Portfolio, Pass with Distinction (Top 10%).

Golden Key Honor Society,’97; Beta Gamma Sigma,’99; Beta Theta Pi ’95; W.S.U. Rugby Team ’95-99 / Team Captain and 4-year Starter.

2010 United States Army Infantry and Airborne School, Fort Benning, GA

Specialist – Infantryman with Airborne Wings

2010 - 2012 United States Army John F. Kennedy Special Warfare Center, Fort Bragg, NC

Psychological Operations Non-Commissioned Officer Qualification Course

Achieved Commandants List (Top 20%); Graduated with 37 Fox Military Occupational Specialty. Secret Security Clearance.

Advanced Leaders Course (ALC) / Combat Leaders Training (CLT). Psychological Operations Assessment and Selection / Special Forces Assessment and Selection / Special Forces Preparation Course.

Special Operations Language Training (SOLT) – Indonesian. Successfully completed Survive Evade Resist Escape Level C Training (SERE-C/High Risk).

Community Involvement

Verity Credit Union Board Associate (2000 – 2002); Junior Achievement Volunteer (2001,02,14).

Cover Letter available on request

RG



Contact this candidate