Robert Beall Email & Phone Number

Northbrook, Illinois, Us

Primary responsibility for forecasting and reporting on monthly/quarterly/annual basis for North American business unit. Partnering cross functionally to forecast, monitor, and analyze full P&L and working capital, including order-to-revenue plans, product mix impact, and manufacturing and SG&A budgets. Consistent partnering leading to increased accuracy & visibility to future performance, as well as credibility to set challenging yet achievable targets. Supervise cost accounting function, focusing on accurate inventory costing, evaluating reserves, and supporting internal & external audits (zero audit findings). Regular coordination with international partners to create global view of business outlook and performance.Strong business partner, utilizing data reporting tools including Power BI to create automated reports & dashboards to gain insights into important KPIs that enable teams to drive business goals. Consistent thought partner to evaluate ROI on potential capital projects as well as the impact of productivity initiatives. Prepare and lead monthly review meetings with senior leaders to improve most impactful metrics across the business and improve margin.

Northbrook, Illinois, Us

Manage team of 3-5 overseeing Accounting, Accounts Receivable, and Accounts Payable functions. Ensure compliance with GAAP and Sarbanes-Oxley financial regulations through monthly and quarterly controls, journal entries, and other processes. Areas of responsibility include fixed assets, month-end close process, monthly account reconciliations, payroll entries & accruals, expense controls and reporting, segregation of duties controls, intercompany transfers, ERP integrity reports, internal and external audit lead & coordination, among others.Develop annual budget in coordination with department leaders for Engineering, Selling, & Admin departments, in addition to monthly budget reviews and forecast updates. Also create monthly and quarterly working capital forecasts across AR, AP, and Inventory. Analyzed and reported on variances against prior forecasts, as well as monthly reporting to senior leadership team.

Wooster, Ohio, Us

Responsible for key inventory controls including EOZ reserve, full absorption, receiving & shipping cut-offs & dock walks, and month-end close items relating to inventory accountings under the Sarbanes-Oxley Act across 4 manufacturing sites. Maintain and improve data integrity of the ERP system through inventory item accuracy, cycle counts, routings, etc. Help to drive productivity projects in manufacturing operations through tracking in weekly meetings and partnering with functional owners in an inflationary environment. In-depth examination of historic labor and overhead study model, resulting in new model to better reflect costs associated with inventory production. Worked with the materials group to refine our 9-block codes and PFEP model to reflect current usage patterns and lead times. Supported the business & group through commercial team bonus calculation, department budget meetings, managing distributor commissions and customer rebate accruals, creating dashboards for functional reporting in Customer Care and Materials groups, and other ad hoc work.

Wooster, Ohio, Us

Managed and analyzed commercial data to better equip our sales team to perform at their best. Working across several software suites including Salesforce, OneStream, and multiple ERP systems, among others. Was responsible for monthly and weekly analysis of market trends, CRM administration, and developing new reporting tools. Used this analysis to develop monthly root cause countermeasures to diagnose and address commercial challenges, along with ad hoc analysis for senior leadership across multiple brands.Assisted in developing customer programs by providing financial analysis of margin impact, and once deployed, auditing customer performance, in addition to maintaining accruals for expected customer rewards. Acted as a liaison between Finance and the Commercial Organization to coordinate yearly sales planning cycle.

Northbrook, Illinois, Us

Corporate FP&A (6 months): Prepared consolidated, forecasted financial statements each month and supported the preparation and presentation of Annual Operating Plan and Strategic Planning processes. Collaborated to produce quarterly SEC filings and earnings presentations, as well as performed ad hoc financial analysis as well as assisted in new employee transition.Corporate Accounting (6 months): Oversaw intercompany transfers with corporate ledger, in addition to balancing cash accounts daily and assisting with accounts payable. Cooperated with team during month and quarter-end close process. Maintained financial controls through account reconciliations, personal expense controls, and the transitioning of the Financial Scorecard to Corporate Accounting.Finance Analyst, Akron Brass (11 months):Prepared and presented financials in the Monthly Business Review, including PBIT walk and variance analysis. Prepared monthly KPI’s including material inflation, price capture, product line mix, and others. Key finance partner during AOP planning process, both internally and externally. Calculation and submission of various financial metrics on a monthly basis in Oracle Hyperion. Produced daily reporting on financial metrics.

German tutor to introductory German Studies students at the College of Wooster. Key aspects included vocabulary tools, grammar rules and mnemonic devices, and history and culture.

Part-time delivery of custom, bench-made hardwood furniture in the northeast Ohio region.

Voting Trustee of the Jenny Investment Club (JIC) at the College of Wooster. JIC is a student run investment fund that currently manages over $4.5 million in assets as part of the college's endowment. Includes in-depth research of specific companies and their industries culminating in buy/sell presentations which are then voted on by the trustees.

Worked as part of Brant & Cochran's crowdfunding campaign. Together, the team helped raise $25,000 for equipment and machinery needed for B&C's future axe manufacturing project. Major responsibilities included networking, platform research and analysis, as well as advising.

Midland, Michigan, Us

Evaluated the employment landscape for individuals with intellectual and developmental disabilities in Midland, Michigan through meetings with local businesses and organizations, as well as research into other organizations in the area and around the country. After evaluation, several recommendations were developed for the Arc of Midland and other agencies to encourage integrated community employment in Midland County.

Member of the Wooster chapter of the Northeast Ohio Student Venture Fund, an angel fund advised by several student-run chapters. Each chapter researches and evaluates 10-20 technology start-ups based in NE Ohio, then presents its recommendation to the central board, which decides whether to invest in the start-up.

Wooster, Oh, Us

Worked as a consultant to a start-up manufacturing company as part of the Applied Mathematics Research Experience (AMRE) at the College of Wooster. Collaborated in a group of three to perform research on competitors, potential markets and core users, and create pro forma financial projections.

Worked as labor for Pat's Gradall Service, an excavation company. Duties included measuring grade, installing septic, drain, water, and other systems, among other tasks. Worked in groups of between 2 and 8 people, depending on the scale of the project.

Bachelor'S Degree, Business Economics

General Studies

High School, Midland High School