Robert R. Email & Phone Number
Who is Robert R.? Overview
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Robert R. is listed as Finance | Analytics | Modeling | Data Storytelling at American National, a company with 3901 employees, based in Greater Houston, United States, United States. AeroLeads shows a matched LinkedIn profile for Robert R..
Robert R. previously worked as Director, Forecasting and Performance Analysis at American National and Sr. Director, Accounting & Finance at Kgs Ops. Robert R. holds Master Of Business Administration (Mba), Finance, General from University Of St. Thomas (Tx).
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About Robert R.
Senior Finance, Operations and Data Leader experienced in combining accounting, finance, operations and analytics to help deliver process improvement, relevant reporting & modeling and analytical insight. Highly accomplished in ability to build and maintain relationships as well as demonstrated strong communication at all levels to achieve positive results.I enjoy being a Data Storyteller and creating value & insights from data that help companies understand what to do and how to move forward. Also, I create effective modeling that can highlight the levers of the business and their impacts.I have built out teams in many of my work experiences and have been able take on many functions outside of Finance/FP&A due to my ability to understand data, systems and internal and external stakeholder needs.
Robert R.'s current company
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Robert R. work experience
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Sr. Director, Accounting & Finance
Sr. Director, Finance, Customer Success And Operations
- Responsible for sales enablement, product strategy, annual budgeting, quarterly forecasting, onboarding and account management. Grew team from 2 to 8 people across analytics, finance, GTM and custom success over 18.
- Implemented entomo’s first data science product for the global B2B division at Mastercard (client) for their marketing and sales teams valued at $500K for 50+ users. Delivered product three weeks earlier than scheduled.
- Designed and implemented MVP solutions for 4 new markets including Sales Intelligence, Skills Gap, Talent Marketplace and DEI. Established 3 demos, POC & MVP implementation processes and pricing strategy.
- Heavily involved in product strategy, vision and growth for the US market. Collaborated with engineers and product managers to prioritize features and guide product roadmaps to meet customer needs.
- Evaluated build vs buy scenarios and worked with product teams in analyzing external vendors. Partnered with RapidMiner to reduce cost by 40% for our DevOps team.
- Managed and mentored eight interns across Analytics and Data Science that led to $1M in net new revenue globally.
Senior Director, Financial Planning & Strategic Analysis
- Responsible for entire P&L quarterly forecasting, annual operating plan, financial reporting, capex, scenario analysis and planning of our $800M Direct Operations. Operated with a team of three financial analysts and.
- Established “data” enterprise wide as a critical asset leveraging internal and external data sources for predictive analytics, business reporting, account management, competitor and market share analysis.
- Streamlined Direct Operations reporting by reviewing all generated reports for business purpose, usefulness and time to generate; decreased output reports by 25% and created more user-friendly & effective reports.
- Partnered with Sales Operations to create a Tableau Reporting package; included the automation of actual to budget performance by sales reps and sales managers and decreased ad-hoc requests by 70%.
Director Of Revenue Management
- Collaborated with Chief Economist to create opportunity index for our Direct Operations to identify the Top 30 new opportunity markets. Reviewed new market feasibility with Operations Leaders.
- Synthesized large amounts of internal and external data sets to create effective data storytelling for CFO, CRO, Senior Management and BODs through effective visualizations and reporting that created actionable insights.
- Streamlined the annual budgeting of $1.6B in revenues in Adaptive Insights for our Direct, International and Agency Operations and saved over 50 hours of manual data entry.
- Created a short-term predictive revenue model with accuracy +/- 4% for our Direct Operations; to help understand estimated budget performance and potential impacts on operational staffing levels.
- Designed internal Top 30-Bottom 30 Report to understand financial, operational, KPI and benchmark performances; partnered with Operations Leaders to develop a path to breakeven for non-profitable locations.
Director Of Finance & Operations
- Wichita Falls
- Participating in turnaround operation for facility that lost $200K in 2015 and had not been actively managing AR Outstanding. EBITDA Turnaround of $400K. Facility had two business lines: Long Term Acute Care and.
- Manage and responsible for full revenue cycle, implementing regional and corporate tools that had not been implemented by facility. Billing time improved by over 50% and AR Outstanding decreased by over 25%.
- Evaluating personnel and determining staffing levels needed for administration side of the facility; determined cost sharing between business lines and reviewed current contracts to determine cost savings and better.
- Managed and responsible for full revenue cycle, creating effective sales templates for the business development team and helped to reduce AR Outstanding by over $2.0M.
- Reduced purchased service contracts for major spend categories by 50% that helped save $500K annualized for the facility; eliminated unnecessary contracts that were costing the company $35K.
Director - Business & Financial Applications
- Founding member of the Business Applications division with responsibility for maintaining all business applications, software investments and system implementations. Operated with a team of three analysts and four.
- Partnered with CFO and CTO to create a strategy and roadmap for company’s first digital transformation process.
- Established first consolidated data warehouse for our operating systems data; decreased time to close by 2 business days.
- Implemented real-time monthly sales reporting and budget variance dashboards in Salesforce for over 85 sales personnel. Reduced data requests from sales personnel by 90%.
- Delivered company-wide data clean up in eight operating systems to ensure data integrity and implemented data governance policies. Improved efficiency by over 80% for firm and contact name searching.
- Led Xactly commission software implementation that automated sales commission calculations. Increased speed in determining commissions by 7 days.
Director - Financial Planning & Analysis
- Responsible for financial reporting, annual operating plan & quarterly forecasts, MD&A reporting, sales operations, data governance, predictive modeling & ad-hoc reporting. Operated with a team of two financial analysts.
- Project Manager of reporter pay rate change that resulted in cost savings of $3.5 million in year 1 and provided a 650-basis point improvement in gross margin rate in subsequent years.
- Created bonus plan and month-end payment model for our Collections Department that improved DSO in all regions by a minimum of 20%. Implemented metadata tags to help analyze collections data.
- Executed due diligence on three company acquisitions worth $30M and ensured integration within a 45-day target.
Data Reporting Manager
- Founding member of newly formed Health Informatics division with purpose to commercialize US Oncology data assets (EMR/EHR, Claims, Reimbursement and Drug Distribution Sales Data). Led a team of two Data Analysts.
- Served as Subject Matter Expert/Analyst to external clients, sales, operations and various internal divisions to develop custom solutions/reports in order to provide necessary business intelligence.
- Developed and delivered over $3M in new customer reports, worked with IT department on automation and distribution reports.
- Analysis responsibilities included extracting, manipulating, interpreting, analyzing and validating large volumes of data.
Financial Reporting Manager
- Oversaw monthly accounting entries financial reporting package, MD&A reporting and monthly accounting close. Led a team of two Financial Analysts.
- Product manager for internally designed pharmacoeconomics software program and responsible for working on roadmap features. Led initial rollout and responsible for training over 85 clinic locations.
- Developed monthly reporting package for practice administrators and pharmacist that presented financial & operational data and benchmark performance. Saved over 6-8 hours per location of practices developing their own.
- Designed templates for practices in support of identification of potential missing drug charges, as well as automated template to auto-populate at month-end and eliminated manual completion time of 4-5 hours per office.
- Accomplished in being key contributor for monthly savings of $3-$5 million per month by activating managing inventory levels for company’s oncology drugs, developed templates for practices to measure days in inventory.
Colleagues at American National
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Joe Songy
Colleague at American NationalGalveston, Texas, United States, United States
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Cheyenne Wallace
Colleague at American NationalNew Baltimore, New York, United States, United States
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Andrea Roberts
Colleague at American NationalSpringfield, Missouri, United States, United States
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Aaron Bartolain
Colleague at American NationalBaltimore City County, Maryland, United States, United States
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Suzanne Daigle
Colleague at American NationalLafayette, Louisiana, United States, United States
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Geraldine Ramirez
Colleague at American NationalLubbock-Levelland Area, United States
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Danny Vandervoort
Colleague at American NationalUnited States, United States
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Sue Willis
Colleague at American NationalHitchcock, Texas, United States, United States
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Traci Hahn
Colleague at American NationalHouston, Texas, United States, United States
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Byron W.
Colleague at American NationalGreater Chicago Area, United States
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Robert R. education
Master Of Business Administration (Mba), Finance, General
Bachelor Of Business Administration (Bba), Accounting And Finance
Frequently asked questions about Robert R.
Quick answers generated from the profile data available on this page.
What company does Robert R. work for?
Robert R. works for American National.
What is Robert R.'s role at American National?
Robert R. is listed as Finance | Analytics | Modeling | Data Storytelling at American National.
Where is Robert R. based?
Robert R. is based in Greater Houston, United States, United States while working with American National.
What companies has Robert R. worked for?
Robert R. has worked for American National, Kgs Ops, Entomo, Stewart Title, and Promise Healthcare.
Who are Robert R.'s colleagues at American National?
Robert R.'s colleagues at American National include Joe Songy, Cheyenne Wallace, Andrea Roberts, Aaron Bartolain, and Suzanne Daigle.
How can I contact Robert R.?
You can use AeroLeads to view verified contact signals for Robert R. at American National, including work email, phone, and LinkedIn data when available.
What schools did Robert R. attend?
Robert R. holds Master Of Business Administration (Mba), Finance, General from University Of St. Thomas (Tx).
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