Robert Kirr, CPA

646-***-****

adxkl8@r.postjobfree.com

EXPERIENCE:

*/** – Present Independent Financial Consultant

*/** – 5/22 Slavic401k Boca Raton, FL

Chief Financial Officer

Managed the implementation of Oracle general ledger system and developed revised financial reporting, cost center and chart of account structures.

Created the company’s first formal budget process involving quarterly expense reviews with departmental mgmt. and detailed project tracking.

Worked directly with the SEC to address items pertaining to their standard examination of the firm. After an 18 month review– no deficiencies were found and no fines issued

Oversaw the annual audit processes involving SOC 1&2, internal financial statements and required retirement plan audits.

Refined the reconciliation process related to client contributions/distributions

Led contract/insurance renewal negotiations with 3rd party vendors and explored incremental revenue opportunities to drive top/bottom line growth.

5/16 – 12/19 Citigroup New York, NY

Senior Vice President – Controllers

Lead the management, reporting and ownership of $4B+ in annual expense charge-outs/allocations related to the Global Consumer Bank (GCB) organization pertaining to Operational and Technology functions.

Coordinated the annual GCB O&T Plan, Mid-Year Forecast and monthly Outlook process which integrated data across a multitude of Citi’s financial platforms and developed reconciliations and reports to ensure data accuracy and completeness.

Directed and oversaw the monthly GCB O&T billing review meetings with regional FP&A teams which facilitated analyses of key variances vs. Plan/Forecast/Outlook and prior months.

Developed automated systemic reports in ITBM charge-back system (VMware) leading to robotic efficiencies and annual cost savings in excess of $250K and assisted in the migration of the overall charge-out process from an excel to a system based model.

Responsible for expense allocations and reviews related to the global Procurement and Executive Services functions and managed cost rationalization related to the “Citi 2020” forward looking initiatives that resulted in the savings of $10M+.

Resolved a variety of audit requests, systemic breaks, legal entity updates, and financial statement adjustments driven by dissolved business activity.

Led efforts to refine certain allocation methodologies in order to better align charges to the business teams which utilized each respective service.

Managed a global team of 5 with a focus towards proactive cross-training and regular communication/check-in’s in order to mitigate the challenges inherent with “service-center” type staffing model.

4/11 – 5/16 The Blackstone Group New York, NY

Director – Corporate Finance

Point person for business CFO’s spanning $115M & $25M of IT and Business Development spend, respectively. Led quarterly expense FP&A review meetings highlighting allocation drivers and variances to forecast. Worked with senior mgmt. on cost savings plans, revenue goals and annual budgets.

Worked directly with the Chief Legal Officer – responsible for spend analytics & reporting ($200M+ legal spend annually), managed key law firm rate/discount negotiations, deal disputes and overall law firm relationships.

Strategized and developed a tool to automate the firm forecasting process – moved away from email/manual updates; utilize an Essbase cube to capture data and efficiently allocate expenses and generate reports for Sr. Mgmt.

Assisted in the finance transition between CTO’s. Entailed developing metric based reporting, headcount/compensation planning, expense allocation analysis and a consultant rationalization plan. Collectively, this led to a consultant decrease of 50% and savings of $10M over 2 years. Provided various reporting during quarterly technology cost transparency meetings.

Co-lead in the roll-out of an upgrade to the firm procurement system (Coupa) in an effort to streamline firm-wide legal invoice/vendor payment processing. Led meetings with key internal constituents and law firms outlining vendor requirements, workflow improvements and savings efficiencies.

Produced analytics which enabled the charging of various technology expenses to eligible funds for the first time in firm history. Led related meetings involving constituents from business units, legal, finance and technology to develop overall strategy and process.

Developed monthly expense trends & actual vs. forecast analysis/reports for CFO’s and investigated significant variances in business segments and support groups. Prepared quarterly expense commentary for external reporting and for firm-wide expense/segment regulatory reporting.

8/08 – 4/11 Universal Music Group New York, NY

Director – Global IT Finance

Oversee the monthly close process of all UMG IT spend ($55M+), review corresponding financial statements, and provide Global Center CFO & CIO with executive financial briefing.

Communicate with the CIO and his direct reports on quarterly presentations highlighting budget vs. actual variances, updated forecast information, and contractual matters

Responsible for the preparation of the Global Infrastructure, Global Applications, and Corporate Center’s annual budget/quarterly forecast.

Prepare Worldwide IT financial roll-ups (OPEX & CAPEX) using multiple Fx rates to analyze variances/trends (Plan vs. Forecast vs. Actual).

Involved with the transition of “in-scope” IT functions to a new BPO vendor. This entailed a complete realignment of financial reporting, developing a new allocation model to properly allocate internal costs, and analyzing how these changes would increase IT revenue/profitability.

Transitioned international IT revenue and expense finance functions from UK to US based staff. Also cross-trained US management on Int’l reporting software: SAP, Uniport, and ExpenSys.

Streamlined P.O. and invoice approval process by facilitating the usage of an online tool which eliminated the need for e-mail responses.

Work with external/internal audit staff on reviews (3 times annually).

Directly manage 4 staff based in NY, Los Angeles, and London with frequent travel to each location.

05/06 – 08/08 Verizon Basking Ridge, NJ

Manager – Consolidations & Reporting

Responsible for producing the consolidated P&L, Balance Sheet, Cash Flow, and Supplemental financial statements each month-end close. Prepare related journal entries and appropriate revenue/expense eliminations.

Part of a 3 person team which transitioned the monthly consolidation and reporting function from legacy MCI offices in VA to new NJ campus. Completed this knowledge transfer process in 3 months and was able to reduce the close cycle from 6 days to 4 using newly developed efficiencies.

Analyze monthly revenue trends within business segments in an effort to assist the strategic planning of future marketing campaigns.

Produce detailed inter-company affiliate schedules highlighting AR/AP balances by Verizon entity and research any significant discrepancies

Maintain Sarbanes-Oxley documentation and provide quarterly updates to senior management recommending changes, discussing potential control issues and formulating plans to mitigate existing weaknesses.

Manage the affiliate & intercompany aspects of a company-wide conversion to SAP software from 3 separately functioning legacy systems.

Prepare restated historical financial statements as necessary due to acquisitions, spin-offs, and divestitures.

10/04 – 05/06 Verizon Alpharetta, GA

Senior Analyst - Revenue & A/R.

Worked extensively with 13 major A/R Platforms to ensure the proper statement of A/R & Cash Clearing accounts.

Responsible for preparing the Treasury Summaries audit deliverable on a monthly basis which essentially reconciles $1B+ in Trade & Non-Trade A/R cash receipts company-wide.

Served as a general point of contact between Platforms to resolve/investigate/identify any disputes or outages related to cash, AR, or bank statement discrepancies.

Oversight responsibilities include ensuring that all Platforms consistently follow standardized process and procedures as to adhere to all requirements set forth by Sarbanes-Oxley.

05/99 – 10/04 ALLTEL Alpharetta, GA

Supervisor - Accounting

Played a key role in the month-end closing process and was responsible for the preparation of various schedules and reports included in the published financial statements. Managed inter-company transactions, all sales tax functions ($2M+/mo.) and freight related matters.

Assisted the controller, departmental management, and Corporate Planning in developing and structuring the business unit level roll-up of annual budgets, business plans, forecasts, and quarterly re-forecasts.

Performed financial and operational audits at warehouses and sales centers throughout the country in conjunction with distribution and internal audit personnel. Gave recommendations on security, effectiveness, and efficiency.

Other duties include employee supervision, variance analysis, Sarbanes-Oxley compliance, FCC studies, Vertex sales tax software implementation, and guest auditor program with ALLTEL Internal Audit. High exposure to A/P & A/R, inventory, cash, and inter-company reconciliations.

EDUCATION: Southern Illinois University, Carbondale, IL

Major: Accounting Minor: Finance

Degree: B.S., May 1999

CERTIFICATIONS: Certified Public Accountant

Issued August ’03 by the Illinois Board of Examiners – Certificate #84135

COMPUTER/

SYSTEM SKILLS: Oracle, SAP, JD Edwards, Essbase, MS Office (advanced user), Hyperion (HFM), IT Business Management (VMware), IBM Cognos (TM1)

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