Robby Takeuchi Email & Phone Number

Greater Seattle Area

• Operates in a fully remote SaaS (Software-as-a-Service) tech startup environment, supporting the Textio Accounting/Finance Team with month and quarter-end close activities, including NetSuite bank reconciliations, posting journal entries, and building deferred revenue reports, all in accordance with US GAAP and ASC 606 compliance.• Conducts monthly and quarterly variance analysis on invoicing and cash collections, provide cash forecasts, and relay insights and findings to the Textio VP of Finance and Accounting Manager.• Proactively reviews Accounts Receivable Aging and manage billing/collections to ensure timely customer payments.• Collaborates cross-functionally with internal partners (Sales, Legal, Revenue Operations) to enhance operational efficiencies.• Performs final reviews of Textio Sales contracts to ensure data integrity in Salesforce, while maintaining organized filing systems in Dropbox.• Supports the customer lifecycle from pre-sale through billing and collections within the “Order to Cash” process.• Facilitates new vendor/supplier onboarding (portals, paperwork, etc.) as requested by the Textio Sales Team and customers, and serve as an internal resource for any Accounting/Finance related questions.

San Francisco Bay Area

• Operated fully remote, providing exceptional customer service for live client inquiries regarding Bloomberg Terminal software, with a primary focus on clients in the Fixed Income and Foreign Exchange markets.• Collaborated with Bloomberg Product and Sales teams from global offices (New York, London, and Asia) to resolve client inquiries related to Bloomberg’s API data.• Partnered closely with financial market clients to understand their daily operations, identify potential inefficiencies, and provide recommendations for workflow improvements.• Conducted live online training sessions for clients on updates and functionalities of the Bloomberg Terminal.

Greater Seattle Area

• Operated in a fast-paced real estate tech startup environment, performing month-end close responsibilities such as establishing accruals, completing bank account reconciliations, and delivering reports to support the controller and financial analyst.• Collaborated closely with other Flyhomes departments (Brokerage, Mortgage, Title & Escrow) to complete ad-hoc requests.• Served as the main point of contact for all matters regarding Accounts Receivable and Accounts Payable, including payment timing and invoice discrepancies.• Developed Standard Operating Procedures for completing month-end close duties.

Greater Seattle Area

• Supported both the controller and senior accountant by completing over 30 monthly close-calendar assignments, including bank reconciliations, updating daily cash spreadsheets, and booking journal entries to the general ledger.• Served as the main representative for Accounts Payable, using Concur software to scan and process multiple invoices from outside vendors and acting as the point of contact for vendors to resolve issues related to accounts payable, such as outstanding payments and overpayments.

Greater Seattle Area

• Set priorities and managed analytical workflow to ensure efficient, timely and accurate creation of client financial deliverables; was responsible for the financial analytics for more than 20 clients that were primarily fully insured• Conducted market review analysis and performed technical analysis of group insurance contracts and financial arrangements • Created executive summaries highlighting important observations and findings; participated in team peer review processFormer Team Lead - Analytical Administrator October 2016 – July 2017 (*Benefits Analyst effective starting July 24, 2017)• Manage +120 monthly client financial deliverables• Manage relations with +60 carriers and outside vendors • Manage relations and support cross functional departments• Leads analytical interns and analytical administrator team• Responsible for training new associates • Supervise and handle internal escalations • Research benefits and insurance claims

Greater Seattle Area

• Developed exceptional interpersonal skills• Contacted current and prospective clients• Scheduled and conducted in-depth interviews with new clientele• Understood client needs on both a personal and financial level• Educated current and potential clients on multiple personal financial concepts• Budgeted personal expenses for individual clients• Provided personal long-term financial guidance and recommendations• Checked on clients and reviewed personal financial plan • Received weekly training on personal financial planning

Greater Seattle Area

• Utilized customer service skills, sales techniques, and product knowledge to connect customers with the right product and drive sales • Built the bond between consumer and brand by providing superior service and adapting brand stories to the retail setting• Served as a product knowledge resource for consumers and entry level associates• Developed advanced level or specialized knowledge about selling, Nike products and culture, sales and service techniques• Maintained knowledge of various store departments

Bachelor Of Arts - Ba, Finance, Human Resources Management, Senior

Associate Of Arts (A.A.), Business