Robert Bartosik Email & Phone Number

Bristol, United Kingdom

Barratt Homes is the largest private housebuilder in the country with annual 2019 revenue of £739m. It has over 6,000 employees and supports over 45,000 jobs.Key responsibilities• Reporting to the Regional Finance Director, produce and analyse consolidated regional financial information including weekly sales reporting, monthly reporting, 3 year plans and ad-hoc requests.• Preparation of 6-monthly PowerPoint presentation which is delivered to the Exec Board by the Regional Managing Director and RFD.• Various half-year end and year-end Group reporting requirements.• Working with divisional FDs and Finance Managers to ensure all reporting is complete, accurate and on time.Key Achievements• Automating the weekly sales note to Group. This has saved approximately 3hours work per week on Mondays from the role. It has also significantly reduced the scope for manual errors.• Automating the weekly flash sales reporting. This provided significant time savings for the RFD and divisions and allowed the reporting to be issued earlier to the RMD.• 6-monthly PowerPoint presentation singled out for praise by Exec Board.• Development of a TM1 summary regional and divisional model for the RMD and RFD giving greater visibility over the divisions and their forecasting.• Development of automated reports for the 3 year plan reporting process providing additional visibility over the divisions, accelerating the reporting process and saving time.• Chairing twice yearly meetings of the FMs helping to align reporting and share best practice. • Documentation of all Regional reporting in detailed process notes to aid process improvement and business continuity.

Bristol, United Kingdom

I supported the Head of Finance in the Specialist Services division which had annual revenues in excess of £100m and over 1000 staff. There were three businesses in the division Waste, Pest and Landscapes.Key responsibilities:• Responsible for monthly reporting timetable and point of contact for Group reporting queries• Monthly reporting of wins and losses, debtors, accrued income and headcount• Manage IFM contract reporting, forecasting and budgeting across the division• Debt and cash reporting and monitoring of working capital trends• Producing division's monthly Business Review report (circa 30pages) sent to the Group Operations Director• Support half yearly reporting including submission of forward order book and contract revenue breakdowns• Other adhoc support to Head of Finance, Divisional MD and service lines as required including deputising for the Divisional Head of Finance when on leave• 3month period supporting Waste Finance team included responsibilities for posting payroll journals and updating the monthly balance sheet reconciliationKey achievements:• Development of the Pest Contract profitability model for Divisional MD and Pest MD which has been used by the Pest management team to drive decision making on contracts which in turn have delivered significant improvements in gross margin.• IFM forecasting work singled out for praise by IFM Finance Director. Included collecting key assumptions from all IFM contract managers and providing methodology and support to the service lines to ensure modelling of forecasts in a robust and consistent manner.• Delivered significant improvement in quality of debtor and accrued income commentary. The auditors pointed to this commentary as the benchmark for the rest of the business.• Significant reduction in time required on routine month-end reporting by streamlining and prioritising processes. This was supported by a thorough documentation of processes (60pages of process notes in total).

Bath, United Kingdom

Verco is a specialist Energy consultancy firm which at the time had annual Revenue of ~£3.5m and ~40 employees. The former sister company, Baxendale Advisory, is a niche management consultancy focussed on societal challenges.Key responsibilities• Principally my role was acting as lead financial analyst within the firm including providing investment appraisal and financial modelling of CleanTech Energy projects (largest project was $400m in size) often providing advice directly to boards.• Corporate finance advisory work and financial modelling for clients of the former sister company Baxendale Advisory (with my largest client having £50m in revenue annually).• Latterly, with the bringing in-house of the Verco finance function my role broadened to include supporting this small function.Key achievements• Acting as financial advisor for Remploy (a disability employment specialist with Revenue of ~£50m) during their proposed exit from Government. I oversaw the development of the company’s financial model used in the investment memorandum and developed a valuation for the company, advising the Chairman and CEO during the exit process.• Acting as financial advisor for Sandwell CCT (a care provider with Sales of ~£15m) assisting them in funding their £4m expansion. I developed a company financial model for the CEO and FD.• Developing the business case for a $400m Waste-to-Energy project in the United Arab Emirates for the board of a Government owned waste management company. The CFO singled out my financial modelling work for praise and as a result awarded us more high value strategic consulting work (worth $200k).

London, United Kingdom

Goldman Sachs is a leading global investment bank which at the time had global revenues of $34bn and 33,000 employees.Key responsibilities• Performing company analysis, rebuilding/maintaining models, performing valuation analysis, generating the valuation framework for the sector and generating investment theses.• Lead analyst responsibilities for publishing research on Kudelski, Thomson SA, GN Store Nord and Parrot.• Developing relationships with company directors and investor relations across our coverage universe including attending company presentations and lunches as well as leading/co-leading ‘one-on-one’ meetings with management e.g. CFO TomTom, CFO ARM, CFO Pace.• Jointly managing and training two junior analysts in financial modelling and valuation.Key achievements• Building the financial model for the €500m Brenntag IPO (for which GS was joint broker) and pre-deal marketing to institutional investors.• Hosting client Buy-side investor days/lunch meetings with company management e.g. CEO and CFO Austriamicrosystems, CFO Kudelski, CFO STMicroelectronics, CFO ARM.• Presenting on “the hoot” (the trading floor) within less than an hour of Infineon’s press release announcing a rights issue and calling the stock movement correctly for our traders and sales team who generated significant return.

London, United Kingdom

PwC is a multinational accountancy firm and one of the big four auditors which at the time had global revenues of $34bn and 195,000 employees.Key responsibilitiesBank of England:• Auditing of the 2005/06 balance sheet and cash flow primary statements.• Audit of the 2005/06 Notes issue department.• Management and coaching of two junior audit team members.Rathbones Private Bank:• Management of the unit trust subsidiary FSA audit.• Management and coaching of the two junior audit team members.Barclays Bank:• Management of key aspects of the FirstPlus subsidiary audit (including bad debt provisioning), being point of contact for financial controller and managing the work of two other colleagues.• Performing analytical review on the large and medium business units within the Barclays Business Banking division.Key achievements• Managing three juniors on the Barclays FirstPlus audit.• Leading numerous meetings with Barclay’s business banking senior management including one with the Managing Director of Medium Business Banking.• Jointly leading key meetings with the Rathbones finance controller and company secretary.

Aca

I qualified with PwC with first time passes

Meng, Electrical And Electronic Engineering, 2:1 (Awarded 1St For Final Year Project)

Course ranked No2 in UK at the time by The Times Good University Guide

Education record

A-Levels and GCSEs