Robert Platz Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Dynamic Product Pricing & Profitability Leader at Wells Fargo, driving success for our market leading floorplan product, serving 40k+ customers in 60+ countries. Support a diverse 250+ Relationship Management team, optimizing deal structures and profitability, that have led to the successful renegotiation of Fortune 500 customers. Initiate and spearhead product initiatives, including regulatory compliance, data analytics, and strategy, shaping the business trajectory. Recognized by Leadership as a subject matter expert, providing thought leadership across legal, billing, operations, strategy, and risk management functions. Passionate about delivering exceptional customer experiences while ensuring operational excellence.

Greater Chicago Area

Pricing Leader for Commercial Distribution Finance (CDF), the GE Capital segment which is a US market leader in providing inventory financing solutions to approximately 40K dealers. Managed 1 direct and co-lead team of six Pricing Analysts and provide pricing support to 250+ member commercial team. Renegotiated key contracts with high-profile Fortune 500 clients that are leaders in their industries. Also, hand-picked by GE Capital senior leader for concurrent 2015 assignment in Business Development to support sale of a GE Capital platform. Led Finance customer deep-dive sessions, data analytic efforts to supply to Buyers, gain on sale modeling, and customer due diligence requests. Key point of contact for Legal, Treasury, Capital Markets, and Risk to supply information for due diligence and SAPA.▬▬ High-Impact Accomplishments ▬▬ ► Developed online pricing model to reduce deal approval workload by 80%. Enhanced accuracy and controls with single centralized model. Eliminated work equivalent to two full-time employees.► Built CDF’s customer analytical framework, empowering Commercial teams to more quickly identify trends and provide customers with actionable data to enhance the value proposition. ► Led multi-month effort to analyze less profitable accounts; identified key opportunities and implemented efforts to boost profitability by over $1MM.► Delivered accurate and timely finance submissions to seven bidders during due diligence phase of company sale.▬▬ Special Recognition/Awards ▬▬ ► Received prestigious GE Capital CFO Award (Q2’14) for framework and pricing model work.► Recognized by senior GE Capital leaders for effort, expertise, and results in producing critical, time-sensitive work to support sale. ▬ Advanced Professional Development ▬ADVANCED MANAGER COURSE | 2014 | Completed this by-invitation-only internal global leadership development program.

London, United Kingdom

Senior Business Development Finance Manager of an $80B (assets) corporate and consumer lending business with operations in Europe and Central America. Responsibilities included managing ~30 person teams in Finance/Controllership/Tax/Treasury to complete profitability/valuation projections, contract negotiations, and technical assessments. ▬▬ High-Impact Accomplishments ▬▬► Led and conducted financial assessments of 23 acquisition and disposition opportunities in 26 countries with aggregate value approaching $100B. Booked 10-figure gain on sale of two dispositions. Completed one mid nine-figure asset acquisition. ► Created valuation models that reduced work effort by 75%+ and provided deal sensitivities that allowed management to better understand deal outcome ranges and risks. This became the standard acquisitions model.▬▬ Special Recognition/Awards ▬▬ ► Received two GE Capital Europe CFO awards for outstanding business contributions to acquisition work. Awards are given quarterly to only three of approximately 1,000 GE Capital Europe Finance.▬ Advanced Professional Development ▬VALUATION MODELING | 2012 | Completed this advanced valuation modeling program

Fairfield, Connecticut

Completed this intensive leadership program of four-month global assignments across GE’s portfolio. Involved projects and audits in strategic initiatives, US GAAP compliance, financial process assessments, and leadership development. ▬ GLOBAL CAS ROTATION ASSIGNMENTS ▬1. GE CAPITAL AMERICA: ANTI-FRAUD CONTROLS & COMPLIANCE | Chicago, ILAudit Manager for four associates. Developed anti-fraud framework for multi-billion dollar Americas division.2. GE CAPITAL ASIA: GLOBAL BANKING SIGNAPORE | SingaporeCoached three associates while independently auditing FAS91 and bad debt reserve processes of a $1B+ Auto & Sales Finance portfolio. Auditing led to multi-million dollar adjustments and improved reserve models.3. GE CAPITAL: GE COMMERICAL AIRCRAFT SOLUTIONS FINANCING | Shannon, IrelandSimplified and enhanced compliance of financial models to compute/recognize $1B reserve and over $100MM of annual aircraft maintenance revenue. Realized three-week annual reduction of labor hours and $7+MM of audit findings.4. GE INDUSTRIAL: POWER GENERATION & RAIL TRANSPORTATION | Houston, TXIndependently managed two remote site audits covering GE’s compliance with government contracts during highly-visible US government stimulus period. Left seven corrective audit findings.5. GE NBC UNIVERSAL: NBC NORTH AMERICA AD SALES & NBC SPORTS | New York, NYLed $2.2B NBCU audit of media ad sales receivables which included a review of bad debt reserving and underwriting processes. Created process to stop advancing credit to roster of customers deemed non-creditworthy.6. GE CAPITAL AMERICA: CONSUMER FINANCIAL SERVICES | Norwalk, CTIndependently directed audit of $6.6B of equity, funds, and securities portfolio during global financial crisis to ensure adequacy of reserves and impairments. Partnered to build FAS115 valuation toolkit; recommended large, prudent impairment.

Milwaukee, Wi; London, Uk; Madison, Wi

In a very competitive and rigorous process, selected for and completed this intensive two-year program of four rotational assignments, academic coursework and leadership development activities.► Led project to redesign financial reporting IT hierarchy within a segment resulting in 75% less reporting centers. ► Elected by peers as FMP Co-President and achieved Corporate Honors, a recognition resulting from course scores greater than 95%. Received top performance ratings in each review. ► Completed “Foundations of GE Leadership” productivity, business, and finance fundamentals training as part of the FMP program.

Finance, Investment, & Banking

Activities and Societies: Finance Investment Society (FIS)

Finance, Investment & Banking, Business Administration And Management, General, 3.8

Activities and Societies: Member of Beta Gamma Sigma, honor society for top 7% of business students; Finance Investment Society (FIS)