Robert Lomer Email & Phone Number

Westwood, NJ, US

Wall Township, New Jersey, United States

• Analyze financials and assist in planning/forecasting subsidiary as well as consolidated performance
• Work with departments and executives across subsidiaries to collect data for trend interpretation
• Create and optimize models in Excel to increase team efficiency

Tuscaloosa, Alabama, United States

• Research assistant to the director of the Master of Science in Finance program
• Requires self-guidance and quick learning in order to deliver completed work at acceptable speed and accuracy
• Ad hoc projects that must be completed on timely basis
• Largely consists of data scraping and Excel work

Tuscaloosa, Alabama, United States

• Perform research on potential investments and present research at weekly meetings
• Pitch investment opportunity for club’s mock portfolio at end of semester with business formal presentation
• Learn about industries in stock exchange and obtain experience with valuation models

Wall Township, New Jersey, United States

• Built dynamic dashboard in Power BI (self-taught during internship) for hierarchical chart of accounts; allowed for new analytical perspectives while saving time for team in generating reports for all levels of.
• Supported monthly SOX-required variance analysis as well as other financial planning and analysis team assignments
• Developed level-slope-curvature duration-matching workbook in Excel as personal side project
• Presented both projects to CFO and gained experience sitting in meetings with and without CFO throughout internship
• Exposed to company subsidiaries, shadowing energy traders and schedulers; also learned about company’s M&A function

Tuscaloosa, Alabama, United States

• Developed and managed budgets of up to $35,000 each semester
• Pioneered position as first social officer; formed social committee and standards of procedure for different types of events
• Created and organized all fraternity social events each semester through collaborative meetings with social committee
• Coordinated and delegated work among committee members, officers, or executive members
• Mentored next social officer by assigning challenging tasks, exposing successor to leadership necessary for position
• Networked with local businesses and performers to maximize potential success of future social events

Brick, New Jersey, United States

• Managed all instructors, risks, and daily activities of sailing program, while continuing to perform same duties of instructor
• Reported status of daily operations, needs, and results to sailing coordinator and officers of yacht club
• Oversaw maintenance of all club property and continuously evaluated inventory for sailing coordinator
• Directed logistics of club program, including coordinating transportation of boats and people to other yacht clubs for regattas
• Advised sailing coordinator on certain decisions and cultivated a team-oriented partnership based on mutual support

Brick, New Jersey, United States

• Trained children aged 7-16 how to sail and race, motivating mentees through engaging activities such as games or fun lessons
• Operated club motorboats while ensuring safety of children on water

Westwood, New Jersey, United States

• Work as-needed for Maid Brigade of Bergen County as a house cleaner
• Normally work during school vacations and on vacations
• Specialize in cleaning bathrooms, vacuuming, and mopping

Tuscaloosa, Alabama, United States

• Interacted with local businesses to build relationships and secure sponsorships to finance team
• Attended weekly business strategy meetings to solve financial problems, such as increasing cash inflow
• Constructed presentation for spring semester competition explaining product, its costs, and why it would be best choice for a prospective company looking to enter off-road vehicle market

Master Of Science - Ms, Finance

Activities and Societies: Delta Sigma Phi Social Officer, Fixed Income Committee Member, Volunteer Financial Coach, Research AssistantGPA.

Bs In Commerce And Business Administration, Finance

Activities and Societies: Rowing Team member, Bama Racing Business Team member, Delta Sigma Phi social officerGPA: 4.0/4.0