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 management• 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