Robert Roth Email & Phone Number

New Providence, NJ, US

Newark, New Jersey, United States

• CORPORATE PROFILE: A $54B Insurance, Investments, & Retirement company with 41K employees. RESPONSIBILITY PROFILE: I reported to the SVP/Controller with a ~$3M OPEX and 15 employees with two direct. I was responsible.
• Inefficient forecasting and disparate modeling systems frustrated decision-makers and forecast providers. I was charged by the EVP/CFO to deliver meaningful remediations after previous efforts had failed. To accomplish.

Newark, NJ

• CFO EXECUTIVE GROUP PROFILE: A department with ~1,000 employees and 7 direct reports to the CFO. Oversee all global financial operations, including financial planning, reporting, investor relations, treasury, tax.
• Finance sought to reduce costs through transformations but lacked strong controls/leadership. I was recruited by the EVP/CFO to evaluate objective feasibility through a $750M enterprise-wide transformation. Within 30.

Newark, NJ

• PGIM QUANTITATIVE SOLUTIONS PROFILE: A $95B AUM Investment Management Subsidiary with ~300 employees. RESPONSIBILITY PROFILE: I reported to the COO, PQS with a $3M OPEX and 20 employees with three direct and was.
• I discovered demands outpaced Finance capacity and skill sets, hindering engagement and insights. I then sought to restore CEO confidence by restructuring the organization, first interviewing stakeholders to understand.

Newark, New Jersey, United States

• ACHIEVMENTS CONTINUEDACQUISITION INTEGRATION / BALANCE SHEET
• Following the acquisition of the UK-based Wadhwani Asset Management, I was chosen by the CEO to integrate the Finance team and translate structures. I developed a standalone reporting construct with earn-out.

Newark, NJ

• US & INTERNATIONAL BUSINESSES FINANCE PROFILE: A department with ~400 employees. Overseeing financial operations of the US and International businesses, including financial forecasting, management reporting, and.
• The CFO was unsatisfied with team insights as they inhibited COO decision-making. I was promoted by the CFO to elevate analysis quality. Within 6 months, I evaluated all management reports, assessed CFO/COO needs.

Newark, New Jersey, United States

• ACHIEVEMENTS CONTINUED RECRUITING & MENTORING / HIPO TALENT IDENTIFICATION / MENTORING / SUCCESSION PLANNING
• Seeking to secure talent from elite programs selected by the SVP/CFO, US Businesses to serve on the MBA Rotation Program Governance Board. I shaped program directions/compensation structures/rotation experiences..

Newark, New Jersey, United States

• US BUSINESSES FINANCE PROFILE: A department with ~300 employees. Overseeing financial operations of the US businesses, including financial forecasting, management reporting and analytics. Provided strategic support to.
• The division lacked objective finance-driven business portfolio assessments. I was tasked by the SVP/CFO to create evaluations for current/future health. To achieve this, I promoted shared team ownership aligned on.
• The company had an opportunity to acquire a FinTech startup, but due diligence processes first needed to adapt to an untested market. I was entrusted by the SVP/CFO to validate/challenge/test assessments for target.

Newark, New Jersey, United States

• ACHIEVEMENTS CONTINUED I coordinated internal/external teams to value the opportunity, created a ground-up financial model, and presented observations to the ELT. Within 90 days, these efforts enabled an offer within.
• Individual performance of the Consolidated FP&A team fell short of CFO expectations. I was charged by the SVP/CFO to build a highly productive organization with increased capacity. Leading this, I established.

Newark, NJ

INDIVIDUAL LIFE INSURANCE PROFILE: A department with ~50 employees. Overseeing all facets of the Individual Life business's financial reporting, forecasting, and capital management. RESPONSIBILITY PROFILE: I reported to the CFO, Individual Life Business with a ~$1M OPEX and seven employees with two direct. I was responsible for producing timely business.

Livingston, NJ

Oversaw all aspects of the FP&A function for the Group Insurance business, including GAAP, Stat, Taxable income, capital and competitor analysis.

Bs, Finance

Mba, Finance