Robbie Phelps Email & Phone Number

Kirkland, Wa, Us

Seattle, Washington, Us

COE lead for Anaplan implementations, consulting support and project management.Technical architect and certified Anaplan model builder supporting the Outreach Finance department.Promoted Q1 2023 to Technical Solutions Architect after collaboration and deployments across multiple departments and functions at Outreach such as HR, Sales, Marketing, Finance and Recruiting. Model expansions included workforce planning, comp band modeling, GTM quota dashboards and topside improvements on P&L Forecasting,Within my first two years as the lead architect at Outreach, we have deployed prioritized projects within deadlines and implemented various modeling enhancements including:• Scenario Planning• Revenue Modeling • Department Budgeting• GL Account Drill Downs• Vendor Spend Forecasting• Income Statement Allocations• Automated P&L Variance Reporting• Workforce Management and Open Role Planning

Seattle, Washington, Us

Experienced Anaplan model builder involved on 3 workspaces for headcount planning, budget forecasting and financial reporting with data hub architecture and 8 spoke model integrations.Compiled FP&A variance reports on $1.3B+ of revenue, $1.1B+ of operating expenses and $538MM+ of employee costs utilizing Anaplan modeling, Workday integrations and other financial systems.Zillow analytics lead for property valuations, team training and economic trends.• Trained 20+ analyst new hires during FY2019 (165% annual growth). • ZO inventory increased from $228MM to $863MM as of FYE2019 (378% annual growth).• Streamlined transactional underwriting from 200 purchases per month in FY2018 to 800+ during FY2020.

Portland, Oregon, Us

• Promoted to Senior Analyst within our commercial real estate finance department.• Lead regional portfolio analyst for $300MM+ in annual transactions among 12 corporate clients.• Organized executive presentations on quarterly financials and client performance.• Created portfolio risk models, corporate revenue projections and reports for debt financing.• Corresponded with client Controllers, VP’s and Sales Managers on a monthly basis.

Worldwide, Oo

• Coordinated external client engagements and implemented solutions for internal deliverables.• Prepared reports from client balance sheets, income statements and corporate reporting.• Learned multiple software systems to produce reports within project deadlines.

San Diego, Ca , Us

• Analyst in the forensic accounting department of one of San Diego’s largest law firms. • Tasks included valuations, reconciliations, evidence preparation and 10-K analysis.

• Seasonal high school employment• Tasks included member services, tournament operations and facility management.

Masters Degree In Accountancy, 3.7 Cumulative Gpa.

Finance And Accounting Double Major, 3.5 Cumulative Gpa.