Robert Stevenson, Cfa Email & Phone Number

Bridgewater, NJ

• Lead FP&A analyst for $1.1B Neurology portfolio. Responsibilities include:
• Provide regular financial guidance to general manager of division
• Drive annual planning & budget process (forecasting volumes, evaluating pricing scenarios, modeling P&L)
• Develop presentations for business unit reviews with executive management
• Analyze and provide regular insight into P&L performance and variances against budget
• Assist with business development opportunities

Houston, Texas Area

• Analyzed divisional P&L results and presented key metrics & findings to senior management.
• Employed discounted cash flow methodologies to value R&D opportunities.
• Deployed annual revenue and margin targets and monitored progress toward long-term business model objectives.
• Led spending reviews with management to understand variances and drive toward greater forecast accuracy.
• Provided financial support on key large deals to ensure accurate measurements of profitability and to identify cost reduction opportunities.
• Assisted in development of new pricing models for key large customers.

Greater New York City Area

• Analyzed liability cash flows & duration to assist in risk management decisions (asset-liability management).
• Valued reserves of a $10B group annuity business to support statutory reporting.
• Developed & tested new reserve methodology that reduced quarterly processing costs by $250K.

Greater New York City Area

• Developed, tested and implemented projected benefit calculations for 1.6M clients.
• Performed nondiscrimination testing of client pension plans to determine whether funding in compliance with appropriate limits.
• Participated in new product development teams to ensure that new equity, real estate & fixed income annuity products complied with appropriate regulations and satisfied internal risk management criteria.

Master Of Business Administration, Finance

GPA: 3.8

Bachelors Of Science, Mathematics

GPA: 3.9