Robert Simon Email and Phone Number

Strategic consulting to corporate and private equity management, specializing in HCM, Software-as-a-Service (SaaS), digital marketing and analytics, go-to-market strategy, real estate investment/management, and building new operations/teams/markets to scale.

Team of capital investment and structure renovation experts that identifies and executes property investment and subsequent planning, design, construction/renovation, followed by specialized marketing of finished product.

Strategic planning, integration, and marketing of HCM products and partnerships for client portal, providing small businesses a complete ‘hire to retire’ product portfolio via turnkey SaaS technology.Accomplishments- Developed HCM product ecosystem to complement healthcare solutions. Researched, evaluated, selected, negotiated & executed HCM partner agreements & launched go-to-market strategies. 5-year revenues of $745,000.- Developed partnerships with top-rated, low-cost 401k… Show more Strategic planning, integration, and marketing of HCM products and partnerships for client portal, providing small businesses a complete ‘hire to retire’ product portfolio via turnkey SaaS technology.Accomplishments- Developed HCM product ecosystem to complement healthcare solutions. Researched, evaluated, selected, negotiated & executed HCM partner agreements & launched go-to-market strategies. 5-year revenues of $745,000.- Developed partnerships with top-rated, low-cost 401k and IRA providers for both internal employees and partner clients. Administrative savings for average employee estimated in excess of $74,000 over the course of their career. The cost reduction was communicated that "you'll be able to buy a Jaguar when you retire with the savings over your traditional 401k provider fees." Show less

Responsible for providing strategic planning for key company initiatives for the Retiree & Individual Healthcare Marketplace LOB. Areas of focus included market research, go-to-market, growth modeling, communications and operational scaling.Accomplishments- Developed five-year marketing and operations growth plan as a start-up unit within the corporation.- Managed key strategic projects including 36 carrier contracts, call center readiness/scaling, multi-region sales… Show more Responsible for providing strategic planning for key company initiatives for the Retiree & Individual Healthcare Marketplace LOB. Areas of focus included market research, go-to-market, growth modeling, communications and operational scaling.Accomplishments- Developed five-year marketing and operations growth plan as a start-up unit within the corporation.- Managed key strategic projects including 36 carrier contracts, call center readiness/scaling, multi-region sales forecasting and an RFP to solicit a new treasury services bank vendor to manage Mercer’s HRA payables. Show less

Provided start-up planning and strategic insight and analysis to support executive decision-making in areas including marketing, financial & operational performance, budgeting & analysis, corporate strategy and M&A. Metadigm Services (Navigation Capital)Accomplishments- Developed sales forecast model which provided an accurate and realistic 3-year revenue/EBITDA projection for properly managing the business, including cash flow projections.- Built 3-year budgets across the… Show more Provided start-up planning and strategic insight and analysis to support executive decision-making in areas including marketing, financial & operational performance, budgeting & analysis, corporate strategy and M&A. Metadigm Services (Navigation Capital)Accomplishments- Developed sales forecast model which provided an accurate and realistic 3-year revenue/EBITDA projection for properly managing the business, including cash flow projections.- Built 3-year budgets across the organization and refined the BOD periodic reporting processes. Show less

Responsible for managing revenues for subsidiaries with annual revenue in excess of $100 Million and key member of implementation team for Clarity revenue maintenance and forecasting software.Accomplishments - Managed $100 Million forecast model for transactional business unit; team lead for new revenue management system implementation for 9 corporate entities. Recovered revenue exceeded $400,000. - Managed financial analysis for CFO initiative to develop and launch an automated… Show more Responsible for managing revenues for subsidiaries with annual revenue in excess of $100 Million and key member of implementation team for Clarity revenue maintenance and forecasting software.Accomplishments - Managed $100 Million forecast model for transactional business unit; team lead for new revenue management system implementation for 9 corporate entities. Recovered revenue exceeded $400,000. - Managed financial analysis for CFO initiative to develop and launch an automated software backlog system for all business units, resulting in efficiency gains/revenue enhancements of $1.25 Million. Show less

Responsible for the financial consolidation, forecasting/budgeting, and Board of Directors reporting functions for the corporate entity and five business units around North America.Accomplishments- Developed Procurement model to better analyze past data and forecast pricing changes and their effect on components within a value stream. Annual projected savings of $645,000.- Conducted numerous ad-hoc analyses of sales performance, product profitability and product line… Show more Responsible for the financial consolidation, forecasting/budgeting, and Board of Directors reporting functions for the corporate entity and five business units around North America.Accomplishments- Developed Procurement model to better analyze past data and forecast pricing changes and their effect on components within a value stream. Annual projected savings of $645,000.- Conducted numerous ad-hoc analyses of sales performance, product profitability and product line simplification, reducing redundant SKUs. Projected annual cost savings of $330,000. Show less

Managed the financial planning and strategic analyses for U.S. and Caribbean Business Units.Accomplishments- Led corporate initiative creating 5-year budget & forecast model for 18 power plants in 5 regions.- Streamlined monthly reporting process by 3 days and the necessary staff was reduced from 22 to 15 (attrition), resulting in an annual savings of $500,000 in salaries and benefits.- Let corporate M&A valuation team in the sale of Caribbean business units to Marubeni… Show more Managed the financial planning and strategic analyses for U.S. and Caribbean Business Units.Accomplishments- Led corporate initiative creating 5-year budget & forecast model for 18 power plants in 5 regions.- Streamlined monthly reporting process by 3 days and the necessary staff was reduced from 22 to 15 (attrition), resulting in an annual savings of $500,000 in salaries and benefits.- Let corporate M&A valuation team in the sale of Caribbean business units to Marubeni Corp. for $1.5 Billion. Show less