Robert E.

Robert E. Email and Phone Number

Financial Analyst @
Robert E.'s Location
San Antonio, Texas, United States, United States
About Robert E.

Robert E. is a Financial Analyst at A Restaurant Management Company.

Robert E.'s Current Company Details
A Restaurant Management Company

A Restaurant Management Company

Financial Analyst
Robert E. Work Experience Details
  • A Restaurant Management Company
    Senior Accountant
    A Restaurant Management Company Apr 2024 - Present
  • Finlays
    Financial Analyst
    Finlays Mar 2019 - Mar 2024
    San Antonio, Texas, United States
    ● Maintaining master Excel workbooks, including changes to fiscal periods, financial statement design, forecasting method overhauls, and new budget processes, aligning with new corporate ownership strategy ● Obtained essential knowledge through self-study to perform as the primary SME in the manufacturing and warehouse management system used by Operations for purchasing, inventory, manufacturing, and sales● Developed methods for extracting and combining data from multiple sources using scheduled data outputs, queries, daily manual backups, and several VB Macros to create and curate a centralized data repository ● Formulated data tables to store information not otherwise procedurally collected but regularly used by all departments, boosting efficiency in the collection and analysis of data by 85%● Leveraged data extraction techniques to regularly develop ad-hoc financial analyses and reports used by the executive, sales, and operations teams, creating new financial reports and a clear audit-trail for records● Created and maintained several analytical tools to identify and report user access privileges, system changes, potential vulnerabilities, data usage/validation issues, and alterations to bills of material● Partner with ERP Implementation Lead to establish the requirements and procedural changes needed for shifting the company to a new ERP● Provided in depth training sessions on the structure and usage of company’s most critical reporting tool to two financial analysts, one corporate controller, and one finance director
  • The Salvation Army
    Finance & Reporting Consultant
    The Salvation Army Mar 2018 - Nov 2019
    Honolulu
    ● Facilitated staff support and training on company’s reporting software by continuing to develop and refine division-wide procedures for its usage .● Worked closely with executives and upper management to build the 2019 and 2020 fiscal year budget templates for long term stability.
  • The Salvation Army
    Accountant & Reporting Specialist
    The Salvation Army Jul 2017 - Mar 2018
    Honol
    ● Managed access privileges for company’s financial reporting software and delivered training to accountants, controllers, and the divisional finance director, increasing report availability and preventing unintentional damage to existing reports.● Implemented a new reporting process for the division by developing rules and processes for creating and maintaining reports, allowing for the reporting of metrics previously unavailable.● Created a report to calculate and initiate the journal entry for General Excise Taxes for 13 units over 4 tax districts, reducing report delivery time by 75%.● Developed and delivered training on data analysis and reporting techniques for two new staff accountants, improving employees' skills and accuracy.
  • The Salvation Army
    Staff Accountant
    The Salvation Army Jul 2016 - Jul 2017
    Honolulu
    ● Managed the accounting records for 8 units, preparing quarterly and annual financial statements and ensuring compliance with Generally Accepted Accounting Principles (GAAP).● Converted former fixed asset database to conform with new standards and constructed and maintained a division-wide database of fixed assets and related depreciation tables.● Became, through self-study and practical usage, the divisions subject matter expert on the financial reporting software Vivid, was entrusted with additional responsibilities, including training, research, and access management.

Frequently Asked Questions about Robert E.

What company does Robert E. work for?

Robert E. works for A Restaurant Management Company

What is Robert E.'s role at the current company?

Robert E.'s current role is Financial Analyst.

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