David Robinson Email & Phone Number

Birmingham, Alabama, US

Brentwood, Tennessee, US

• Supporting implementation of MS Dynamics Business Central transition from QuickBooks. Solve conversion issues and recommend corrective actions to reconcile core accounts for daily operations (e.g., Cash, A/R Rev Rec.
• Document new system accounting processes for a design, manufacture, and construction (DMC) client.

Birmingham, Alabama, US

• Strategic finance partner to seven distinct businesses, totaling $19 billion in loans, $9 billion in deposits, and over $650 million in group revenues. Provide financial leadership and expertise for forecasting.
• Generate insights, data, and recommendations for key business decisions (e.g., business/market expansion, strategic divestiture).
• Deliver relationship profitability to execute on capital return objectives through enhanced capital markets, treasury management, and loan/deposit pricing.
• Work closely with risk management on asset quality and credit outlook, and support regulatory requests

Birmingham, Alabama, US

• Manage the Corporate Cost Group as it strives to design, implement, maintain, and enhance appropriate cost methodologies for each application; Management Reporting, Customer/Product Profitability, and the Relationship.
• Manage the monthly and annual costing processes to ensure timely and accurate results.
• Support business leaders' financial analysis, loan pricing and profitability reporting needs.
• Develop and manage the organizational infrastructure necessary to gain involvement and support for the cost processes from Cost Pool owners and users across the enterprise.

Birmingham, Alabama, US

• Manage multiple projects ensuring that CCAR, debt and capital, corporate finance, enterprise risk management, resolution planning and market risk management areas of the annual audit plan are achieved.
• Represent audit team for prudential regulatory matters that concern capital planning coverage and results.
• Develop, implement, and maintain an effective risk based audit program that includes ensuring compliance with applicable laws and regulations and Regions’ policies and procedures.
• Conduct exit conferences with senior management and participate in various management committee meetings, developing strong relations with senior officers.
• Coach and mentor audit staff and perform management reviews.
• Provide bank management with appropriate recommendations related to system implementations and changes to operating processes.

Boston, MA, US

• Manage financial performance of $6B Deposit and $4B Loan business segment, includes monthly forecasting, annual budget process and 3 year strategic planning for high-value business segment expansion
• Analyze and present daily/weekly/monthly reports, including key metrics and financial results to the Head of SME
• Develop business cases to secure corporate funding for long-term strategic initiatives (i.e. sales and training)
• Produce and coordinate over 50 management reports across the 3 SME business lines
• Acting SME project manager for bankwide IT transformation initiative; defining business requirements with IT partners and ensuring deadlines and business objectives are met
• Designed stress testing methodologies to model exposures to market, liquidity and country specific risk dynamics

Boston, MA, US

• Created finance platform for the small business segment, including daily production, weekly dashboards, monthly senior management presentations. Developed deposit and credit production plans for sales execution.
• Built 3 year strategic plan for a 300+ sales professional rollout initiative; significant involvement in distribution strategy
• Project Manager for bank wide fee project, focused on working with product and retail partners to map fee income streams through IT, product and accounting systems. Identified process improvements, documented IT.
• Formulated business strategy for “Boost Your Business” $1B lending effort to stabilize loan portfolio and re-energize sales force through marketing efforts and increased retail focus.
• Construct executive summaries for credit sales performance meeting spanning entire branch network
• Deliver annual budget for $270M revenues and manage mid-year customer transfers across multiple business lines

• ARCUS Private Capital Fund, Meza, AZ Fall 2008 Consultant – Management Consulting Field Experience
• Developed an industry screening model to target investment opportunities for $100M fund
• Reviewed and refined the ARCUS due diligence procedures and financial models
• Evaluated a target company using the revised due diligence procedures and financial models

• Led 8 team members in property & casualty business consolidation audit of company with $96M in assets
• Defined project objectives, identified accounting risk areas, created tailored audit program and delivered results to senior partner and executive committees for bank holding company with $500M+ in assets.
• Conducted certified external audits of $100M+ market capitalized companies; $350M+ loans and deposit portfolios testing for compliance with bank policies and applicable SEC regulations
• Examined internal control frameworks for compliance with Sarbanes Oxley Act; identified significant deficiencies and documented conclusions for management’s formal assessment of internal control effectiveness
• Reviewed & provided timely feedback on 10K and 10Q SEC reports prepared by clients for compliance with regulations; ensured proper presentation & disclosure of client’s financial information

• Performed budgeting/forecasting & financial analysis of company operations, profitability & competition
• Prepared quarterly and year-end statutory financials and reporting for $300M Investment portfolio
• Supervised commission function for 225 agents and accounted for $5M fixed asset transactions
• Developed & implemented GreatPlains financial reporting system & trained 11 staff on accounting procedures
• Designed management reports, including budget variance analysis, using FRx report writer

• Conducted interim & year-end engagements for southeastern audit clients and prepared client tax returns
• Collected evidence to verify overall reasonableness of financial statements presented for banking institutions and electric membership cooperatives by employing comprehensive knowledge of generally accepted accounting.

Mba, Entrepreneurship/Entrepreneurial Studies

Ba, Finance

Spanish