Rob Nelson Email & Phone Number

Honolulu, Hawaii, United States

Honolulu, Hawaii, United States

Hawaii, United States

San Jose, Ca

Finance lead for the Global Sales & Marketing Finance Team (9 employees). Program Manager for the CFO Rotation Program (12 employees) and CFO Summer Intern Program (5 interns) from 2017 to 2019.

San Jose, Ca

San Francisco Bay Area

• Business unit finance partner for Maxim’s largest business unit (~$800M annual revenue) including strategic planning, product portfolio management, budgeting, and accounting close responsibilities• Managed a Senior Financial Analyst & Intern• Finance lead for $105M divestiture of Maxim's smart meter & energy monitoring businesses. Coordinated the financial data across all stages of the transaction including transaction planning, data-room preparation, and transitional services agreement • Led finance projects instrumental in executing company-wide business unit reorganization • Drove company-wide IRR analytics and presented to findings to CEO• Led strategic planning for Core Products, Micros & Security, and Industrial & Healthcare business units during the 2015 Annual Strategic Review

San Francisco Bay Area

• Reduced corporate foreign exchange risk by managing the strategy, execution, and accounting for cash flow hedging and balance sheet hedging programs in 16 currencies. • Managed the Maxim stock buyback program ($1Bn Authorized)• Managed $1Bn+ in corporate cash and the intercompany settlement process across 80+ global legal entities• Led projects to automate the monthly intercompany settlement process as well as to migrate the cash flow hedging program to a more automated platform

Greater Chicago Area

•Co-Led digital marketing strategy for Kmart's Earn Gas For Less campaign utilizing a Proctor & Gamble promotion• Led the statistical analysis of the nation’s largest home appliance retailer and used the findings to influence the design of a localized pricing, promotion, and assortment strategy• Partnered with the Chief Merchandising Officer to develop better processes for engaging with new and existing strategic vendors in innovative ways leveraging the Shop Your Way loyalty program, in-house product management teams, and digital marketing assets

Greater Boston Area

Provided finance support as the Assistant Controller of the U.S. Trust business which offers Investment Management, Wealth Structuring and Credit & Banking capabilities to high net-worth clients ($2.7Bn in annual revenue). Was promoted to a managerial role managing an analyst direct report.

Greater Boston Area

Supported the project team responsible for divesting Bank of America's mutual fund management company to Ameriprise Financial in a $1Bn cash transaction

Greater New York City Area

Supported the Wealth Management division throughout the assessment and integration phases of the Merrill Lynch acquisition

Charlotte, North Carolina Area

Completed a two-year management development program including rotational assignments in Commercial Banking Consolidated Reporting and BU Finance supporting the Retirement & Investment Products Groups

Master Of Business Administration (M.B.A.), Finance And Marketing

Activities and Societies: Co-President of Leadership & Human Capital Club, VP of MIT Investment Management Conference, VP of Marketing.

Bachelor'S Degree, Finance & Philosophy, Summa Cum Laude, Gpa: 3.86/4.00

Activities and Societies: Investment Club, Ski & Snowboard Club, and Eagle Eyes Project Dean’s Letter of Commendation for receipt.

Education record