Rob Bartlett

Rob Bartlett Email and Phone Number

Wealth Advisor, The Mather Group @ The Mather Group, LLC
Cincinnati, OH, US
Rob Bartlett's Location
Cincinnati Metropolitan Area, United States
Rob Bartlett's Contact Details

Rob Bartlett work email

Rob Bartlett personal email

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About Rob Bartlett

Certified Financial Planner and Registered Investment Advisor, with Clear Perspectives Financial Planning since 2015. Also, 24 years of financial analysis at Procter & Gamble, including 4.5 years in retirement plans and benefits. MBA in Finance and BA in Industrial Engineering.

Rob Bartlett's Current Company Details
The Mather Group, LLC

The Mather Group, Llc

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Wealth Advisor, The Mather Group
Cincinnati, OH, US
Employees:
200
Rob Bartlett Work Experience Details
  • The Mather Group, Llc
    Wealth Advisor, The Mather Group
    The Mather Group, Llc
    Cincinnati, Oh, Us
  • Clear Perspectives Financial Planning
    Director, Financial Analysis
    Clear Perspectives Financial Planning Jan 2016 - Present
    Cincinnati, Oh
    Responsible for all financial analysis and client presentations within the firm.
  • Clear Perspectives Financial Planning
    Financial Planning Analyst
    Clear Perspectives Financial Planning Mar 2015 - Dec 2016
    Cincinnati, Oh
    Conduct research and provide recommendations to clients on a variety of personal financial planning topics.
  • Synfiny Advisors
    Executive Adviser
    Synfiny Advisors Oct 2014 - Feb 2015
    Cincinnati, Oh
    Lead consultant on Global Shared Services segment of the business. Also consultant on Pensions, Financial Planning and Analysis, Budgeting/Forecasting, and startups.
  • Procter & Gamble
    Associate Director, Finance, It Global Shared Services
    Procter & Gamble Aug 2009 - Jun 2014
    Cincinnati, Oh
    Financial responsibility for $1.15 billion of IT Development and Operations spending for Procter & Gamble's Global Shared Services. Focus on improving operational excellence while also delivering 2% cost reductions year over year. Also involved in negotiating 2 significant outsourcing deals: one for IT infrastructure (5 years, $2.2 billion) and one for network/communications (6 years $0.6 billion).
  • Procter & Gamble
    Associate Director, Financial Global Shared Services
    Procter & Gamble Jul 2006 - Aug 2009
    San Jose, Costa Rica
    Led +200 person back office accounting and financial reporting organization in Procter & Gamble's Global Shared Services center in San Jose, Costa Rica. Group was responsible for all Marketing, Sales, Research and Admin, and Intercompany transactions for all of the Americas, as well as all corresponding balance sheet accounts. Reduced accounting issues by 90% and increased productivity 20% through improved tools, processes, and organization redesign. Also led sitewide efforts on move planning for +1000 people, developing accounting mastery, and wellness.
  • Procter & Gamble
    Associate Director, Global Pensions
    Procter & Gamble Dec 2001 - Jun 2006
    Cincinnati, Ohio Area
    Oversaw +$4 billion in pension assets globally and developed or redesigned pension plans for Procter & Gamble around the world. Lowered ongoing pension expense by $21 million/year and reduced balance sheet volatility by co-leading with HR global conversion from defined benefit plans to defined contribution. Also developed in house capability to do asset-liability modeling, manager selection, and global performance monitoring. Saved over $0.5 million/year by consolidating 82% of pension assets to 5 asset managers and 1 global custodian.
  • Procter & Gamble
    Associate Director, Global Always And New Business Development
    Procter & Gamble Sep 2000 - Nov 2001
    Cincinnati, Ohio Area
    Worked on global upstream initiatives and commercial developments for the Always brand ($2.1 billion net sales globally), and also worked on potential new businesses/brands in the Feminine Care category. Led development of global pricing and margin principles. Reversed 3-year declines by coordinating portfolio analysis with 8 regional businesses (including developing countries) to deliver 12% annual profit growth over next 5 years.
  • Procter & Gamble
    Asssociate Director, Global Tampax And Global Femcare R&D
    Procter & Gamble Jan 1999 - Aug 2000
    Cincinnati, Ohio Area
    Directed financial analysis for upstream development and long term planning for Global Tampax business ($600 million net sales globally). Co-led with Marketing development of 5 year global plan to deliver annual profit growth of 13%, including development of white space expansion plans into key developing countries, and recapitalization and restructuring of the Tampax business to optimize global cost structure. Also managed $100 million FemCare R&D spending globally, reducing costs by 10% via internal and external benchmarking, and restructuring proposal.

Rob Bartlett Skills

Financial Reporting Financial Analysis Forecasting Finance Management Cross Functional Team Leadership Consumer Products Change Management Outsourcing Managerial Finance Competitive Analysis Leadership Strategy Fmcg Customer Insight Management Consulting Financial Management Shopper Marketing Business Planning Strategic Planning Process Improvement

Rob Bartlett Education Details

Frequently Asked Questions about Rob Bartlett

What company does Rob Bartlett work for?

Rob Bartlett works for The Mather Group, Llc

What is Rob Bartlett's role at the current company?

Rob Bartlett's current role is Wealth Advisor, The Mather Group.

What is Rob Bartlett's email address?

Rob Bartlett's email address is ba****@****ail.com

What is Rob Bartlett's direct phone number?

Rob Bartlett's direct phone number is (513)-983*****

What schools did Rob Bartlett attend?

Rob Bartlett attended Duke University - The Fuqua School Of Business, Purdue University.

What are some of Rob Bartlett's interests?

Rob Bartlett has interest in Social Services, Children, Environment.

What skills is Rob Bartlett known for?

Rob Bartlett has skills like Financial Reporting, Financial Analysis, Forecasting, Finance, Management, Cross Functional Team Leadership, Consumer Products, Change Management, Outsourcing, Managerial Finance, Competitive Analysis, Leadership.

Who are Rob Bartlett's colleagues?

Rob Bartlett's colleagues are Melanie Vega, Samantha Lee, Jacob Zatz, Jack Cahill, Lucas Veldhuis, Cfp®, Tashi L S., Matt Kahovec, Caia, Cfp®.

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