Robert Latimer Email & Phone Number

Mclean, Va

Selected Accomplishments:• Established financial planning and analysis team for the newly formed IT CFO Department. • Developed $600 million Information Technology budget for 2015.• Created monthly analytics supporting the achievement of the established budget targets.• Reestablished productive relationship between Information Technology Department and Finance.

Mclean, Va

Selected Accomplishments:• Directed strategic development of Finance Future State plan for the Investments CFO department.• Established new project selection/prioritization process.• Deployed multiple projects, increasing department effectiveness and efficiency, on time and within budget.• Established and led Program Management Office on $18M effort, which was successfully completed on time and under budget.• Led team responsible for ensuring the company is prepared to comply with Dodd-Frank regulations. All identified impacts successfully addressed.• Managed team members, direct and indirect, through department reorganizations emphasizing benefits of change, motivating team members with new opportunities for professional growth. Transitions successfully executed without impact on any new or ongoing priorities.• Supported successful achievement of a timely and accurate monthly baseline close process for the Investments, Debt and Derivatives accounting teams.

Mclean, Va

Selected Accomplishments:• Collaborated with multiple departments as part of a company-wide effort on assessing current processes and controls, including roles and responsibilities. Resulted in clarification of responsibilities, several process improvements, and a project roadmap for implementing the desired future state.• Deployed multiple projects, increasing department effectiveness and efficiency, on time and within budget.• Supported key control rationalization effort resulting in the reduction of the number of controls categorized as key and the movement of several controls from manual to automated, ultimately enabling a stronger understanding of the overall control framework.• Developed a process to calculate Debt Fair Value in support of the transition of responsibility from Corporate Accounting.• Directed the development of multiple automated processes designed to eliminate dependence on technology production support teams, increasing the effectiveness and efficiency of monthly close activities.• Served as interface between business and technology teams on all projects.• Supported successful achievement of a timely and accurate monthly baseline close process, providing 24-hour support of production application execution.

Mclean, Va

Selected Accomplishments:• Provided independent assessment, management, support, oversight and/or planning on multiple initiatives with focus on cost management, prioritization, timeliness and communication of impact, status and results.• Pro-actively cultivated relationships with operations and technology partners improving the effectiveness of project oversight and system development.• Created and implemented a control remediation process for the Debt and Derivatives accounting prior to deployment of its new accounting application. Solution reviewed with PwC, and deemed an acceptable remediation.• Created initiative forecasting and budget variance report used by D&D management and change management partners as primary source of cost control prior to development of corporate reporting. • Facilitated multiple process re-design meetings. Reviewed results with business managers and proposed alternatives to improve process control and efficiency.• Facilitated improvements in the Debt and Derivatives close timeline with the goal of completing in 18 days. Focus was on potential efficiencies and risks with the current close process. Included dependencies on and requests from other areas (Pricing, PwC, ICO, Policy) impacting achievement. 18-day close successfully achieved.• Drove system enhancements to the Fair Value Balance Sheet creation process enabling timely, repeatable, accurate and controlled statement creation on a monthly basis.• Developed employee training document and coordinated training sessions for the Fair Value Accounting team to quickly and effectively initiate new employees and educate existing employees on new system development allowing department to effectively meet all production close milestones.• Facilitated information-gathering sessions with various business partners for the Fair Value Attribution project resulting in complete and accurate documentation of key management processes.• Developed business continuity plan for department.

Baltimore, Maryland Area

Selected Accomplishments:• Led key business unit project teams, comprising Actuarial, Underwriting, Marketing, Field Management, Finance, Operations Support, and IT personnel, in development of financial and operational analysis tools.• Managed IT resources in a matrix context.• Frequently sought by senior management for business analysis.• Managed requirements development for variety of MIS applications.• Led collaborative business unit/IT initiative to define and implement new management information analysis system enabling efficient and effective book management. Created a consistent, accurate, flexible, and timely source of information for all business unit employees, ultimately used as the foundation for Zurich North America reporting practices.• Trained over 300 employees nationwide in use of the new management information analysis system.• Planned, forecasted and monitored financial results for $1.6 billion business unit. Included travel with management to all 50 field offices to communicate expectations.• Reduced business unit operating expenses by 5% through active participation on Cost Structure Analysis Team.• Supported Service Level Agreement negotiations amounting to $50 million.• Analyzed expenses quarterly, presented findings to senior management.

Baltimore, Maryland Area

Selected Accomplishments:• Created and led cross-functional MIS Transition Team, in response to restructuring, to move from existing information systems to the new corporate standard.• Conducted in-depth analysis of existing and newly adopted corporate information systems in support of strategic goals and initiatives, bridged the gap between the two systems, provided management first access to new structure results.• Established automated reporting system supporting 50 field offices, allowed business unit staff time to shift focus from creation of reports to detailed analysis.• Prepared business unit P&L projections and re-forecasts.• Supported preparation and submission of business plans.

Baltimore, Maryland Area

Selected Accomplishments:• Designed and implemented planning and monitoring environment utilizing relational databases, and trained all Small Business employees in use of system.• Created automated agency-level planning model and trained all Field Vice-Presidents in use of system.• Developed monthly statistical reporting package for all field and home office employees.• Supported development of, and monitored variances in the business unit financial plan.

Master Of Business Administration (M.B.A.)

Activities and Societies: Sigma Iota Epsilon, University of Baltimore 1993 Beta Gamma Sigma, University of Baltimore 1996

Ba, Math/Economics