Gregory Roberts Email & Phone Number

Madison, Wisconsin, United States

Madison, Wisconsin Area

Quantitative Analysis & Trading• Develop and execute trading algorithms to profit from periods of both rising and falling prices• Analyze price movement and trading indicators through multiple dimensions of time to elongate periods of profit potential• Perform statistical analysis of stock price performance and market trends (regression, stochastic modeling) using R and MS Excel• Construct Monte-Carlo simulations to test expected profitability of trading algorithms• Calculate probability scores from sensitivity testing to determine trading risk and to utilize financial leverage during periods of low risk• Identify price trend oscillations and calculate trading risk as a function of time• Create R and MS Excel models to download, standardize, manipulate, and compare historical price data

Madison, Wisconsin, United States

• Calculated key statistics on revenue performance to identify revenue trends and reveal potential revenue misstatements.• Validated and recognized monthly project revenue in accordance with GAAP.• Streamlined revenue reporting processes by creating SQL databases, programming VBA macros, and using Power Query.• Provided ad hoc reporting for finance controllers, directors, and analysts to facilitate data-driven decision processes.• Designed and executed an improved process to identify, validate, and forecast revenue for four newly acquired sites.• Developed data queries in PeopleSoft and legacy reporting systems to improve existing reporting processes.• Provided ad hoc reporting for finance controllers, directors, and analysts to facilitate data-driven decision processes.• Coordinated and communicated with scientists and other operations personnel to obtain data necessary for appropriate revenue recognition compliance.• Investigated and resolved monthly variances between actual and forecasted revenue at a project level.• Completed monthly account reconciliations in accordance with GAAP and SOX controls.

Madison, Wisconsin, United States

- Developed a SQL based MS Access database to automate reconciliation processes for an accounting system conversion.- Wrote VBA code for an MS Excel workbook to automatically reconcile line item details exported from accounting systems.

Verona, Wi

Financial Advising and Analysis• Advised Epic’s Chief Executive Officer (CEO) and Vice Presidents (VPs) on the financial impact of existing and newly developed pricing models• Created financial models and executive summaries for the CEO and executive leadership• Built 10-year profitability models in Microsoft Excel for new product ventures and presented models and findings to CEO and VPs• Constructed, maintained, and enhanced capital and operating budget models in MS Excel for customer leadership• Performed ad-hoc analysis on competitor pricing, profitability, and financial model assumptions for CEO, VPs, and team leads• Prepared cost model documentation and summaries for customer board meetings and presentations for onsite visits• Collaborated with Epic and customer leadership to ensure timely implementation of technology and services• Built regression models to determine correlation between pricing model inputs and outputs• Forecasted profitability outcomes based on internal labor costs and customer demand for new products and services • Communicated pricing and profitability model attributes to both technical and non-technical audiences • Mentored and trained new team members using self-developed process documentationData Management and Reporting• Queried SQL database to retrieve customer specific pricing, legal, and accounting data to integrate with pricing proposals and cost models• Leveraged Excel, VBA, and SQL tools to customize and deliver 500+ customized pricing proposals annually • Taught a SQL course for team members and distributed SQL reference documentsCustomer Service• Communicated with customer representatives in person, on conference calls, or through email to troubleshoot and strategize• Maintained a superior attention to detail and level of accuracy by utilizing formal review processes and structured databases •Built working relationships with customer leadership to accomplish customers’ technology goals

Madison, Wi

• Completed coursework in Biology, Chemistry, and Physics.

Brown Deer, Wi

Accounting• Calculated monthly internal labor/overhead expenses for 1000+ software developers and recorded in the General Ledger (GL) using Oracle• Identified and deferred $25 million+ of eligible project expenses annually as defined by GAAP• Reconciled assigned GL accounts monthly and maintained WIP roll-forward documents to track total project costs• Prepared annual rate tables used to allocate internal software development expenses/revenues • Interpreted current and newly developed FASB regulations to ensure revenue recognition practices were conservative and compliant Business Analysis & Financial Forecasting• Assembled employee utilization reports to determine labor force efficiency across 20 business lines• Calculated monthly/quarterly impact to specific R&D Work in Process (WIP) and Fixed Assets accounts (Balance Sheet)• Communicated the Finance Department’s policies and performance expectations to business line managers• Leveraged an MS Excel and Oracle interface to assemble real time divisional profit/loss forecast reports for business line executives• Populated HFM Planning system with monthly forecast figures for research and development (R&D) segment profit/loss expectationsDatabase Management• Constructed Microsoft Access relational databases to import and store 100,000+ monthly records of software development project cost data• Built sequences of data queries to combine data and perform arithmetic and statistical calculations• Designed on-demand reports to summarize the housed data and queriesProcess Improvement, Documentation, & Training• Automated a manual accounting process using MS Access and reduced the number of employees needed for the process from 11 down to 2• Produced detailed, written policy and procedure (P&P) documents for all processes involved in

Menomonee Falls, Wi

• Performed internal audits of contracts/monthly invoices to comply with Sarbanes-Oxley regulations• Reconciled billing systems, contracts, and general ledger for revenue recognition control• Utilized Excel pivot tables/logical functions to manipulate, organize and understand data queries• Discovered revenue opportunities through days sales outstanding evaluation• Developed and implemented a macro based excel workbook used to automatically record, categorize, approve and display time off requests for FIS Billing employees

Bba, Finance & Accounting, Gpa: 3.968/4.0

Activities and Societies: Beta Gamma Sigma

Education record

Completed coursework in mathematics (calculus), biology, chemistry, and physics