Robert W. Davis Email & Phone Number

West Hartford, Ct, Us

Bloomfield, Connecticut

Budgeting, analysis and reporting for Insurance IT department. Lead annual budgeting, quarterly re-forecasting and monthly accrual process. Administer IT Budget & Planning Tool and write quarterly expense analysis. Compile quarterly project summary package for leadership. Complete Financial Transparency analysis for core business systems in Insurance.

Budgeting, analysis and reporting for Insurance IT department. Provide budgeting and analysis to Insurance IT client as well as reporting requirements to GBS Finance. Administrator for IT Budget & Planning Tool as well as quarterly analysis of PeopleSoft financial reports. Write quarterly commentary for Global and Regional expense analysis. Compile quarterly package for GBS leadership. Lead annual budgeting process, quarterly re-forecasting and monthly accrual process. Ad-hoc reporting as needed for Finance and Insurance departments. Completed Financial Transparency analysis for core business systems in Insurance.

Contract employee in Corporate Accounting department of public utility. Provide transition services to NU’s non-regulated business unit, Northeast Generation Services, sold to Energy Capital Partners. Research outstanding contracts and accounts; month-end closing responsibilities including account reconciliation and journal entries. Provide research and analysis to project manager in sale of remaining business units. Invoice clients pertaining to laboratory analysis and co-generation contracts. Calculate and post quarterly revenue accruals.

Contract employee in Commercial Finance department of engineering and insurance company. Forecasting and modelling: prepare and update complex forecasting model for all business units and product lines; test and ensure updates flow-through to financial statements. Management reporting: prepare monthly dashboard report to senior managers and BOD; ad hoc analysis and reports for commercial business. Financial analysis: analyse monthly results, prepare budget and forecasting exhibits.

Contract employee in Financial Reporting department of investment management firm. Prepare monthly consolidated financial statements for P&C business. Prepare various schedules and reports for trends and drivers behind investment results. Management reporting: prepare management reports and BOD presentations. SEC Reporting: prepare 10Q for P&C business; final review and “read” for Life and P&C 10Q; prepare Investor Financial Summary for P&C business. Utilize on-line financial resources and Bloomberg to write market and performance measures.

Senior Financial Analyst, Financial Reporting, 6/2004 to 3/2006Responsible for reconciling 18 working and suspense accounts across DB, DC and GC lines of business. Transitioned CIGNA legacy systems to Prudential systems after acquisition. Mapped and tested new Prudential general ledger. Planned Sarbanes Oxley account review and audit.Senior Financial Analyst, Financial Integrity, 2/2004 – 6/2004Research and reconcile employee traded company stocks, mutual funds and composite funds on plan and participant levels using Oracle, DCFacts and FUNDLinx. Monitor daily cash transactions with treasury for automated fund trading.Senior Fund Analyst, Fund Accounting, 5/2003 to 2/2004 Pricing Analyst in Fund Accounting for pool of mutual and proprietary funds in the company’s portfolios including Net Asset Values and corporate actions.

Master Of Business Administration (M.B.A.), Finance, General

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