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Bob is known for leveraging his experience in business, financial, operations, administrative and process management to drive strategic and operational programs with strong business discipline. Bob’s experience at corporations such as Citigroup, Ernst and Young, Wachovia Bank (now Wells Fargo), and MetLife. provides the cross-functional perspective needed to successfully partner within complex organizations, teams, and cultures. His strong managerial and analytical skills, and thought leadership, allows him to translate complex problems into an understandable business context to gain executive and front-line support for recommendations. Consider his recommendations to confirm Bob ability to drive results. Successes include:- $8M save implementing a Lean / Six Sigma process improvement initiative. - $10M save on a Service Center managed services agreement. - $20M saves from transformation programs in Brazil, Japan, Korea, and Mexico. - $10M save and a 33% headcount reduction through sourcing, program management and governance of a managed services initiative for IT infrastructure operations. - $2M save, and a 30% quality improvement, contracting and managing a Service Center to repair, image, and configure computers. Bob holds a Bachelors degree in Accounting and Economics from Rutgers University and a MBA in Finance and Information Systems from Pace University. Skills include,Business ManagementBusiness Process TransformationBusiness IntelligenceChange ManagementFinancial ControlFinancial Planning and Analysis - FP&AIT ManagementOperations ManagementPerformance DashboardsKPI Performance ManagementLean Six SigmaManaged Services and OutsourcingPersonnel ManagementProcess ImprovementProduct ManagmentProgram ManagementWorkforce PlanningResource PlanningStrategic Planning and AnalysisVendor and Contract Management
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Chief Operating Officer (Coo) / Chief Administration Officer (Cao)Bny Mellon Jul 2018 - PresentNew York, Ny, Us -
Senior Business ConsultantMetlife - Rmb Business Consulting Services Dec 2015 - Jul 2018New York, Ny, UsMETLIFE, INC., Business Transformation:Define, scope, plan and execute workstreams for a firm wide initiative targeting 15 – 20 percent productivity improvement. Develop hypotheses and design solutions. Complete value steam maps, Voice of Customer Surveys, and Kaizen workshops. Establish huddles, KPI performance measurements, visual management tools, dashboards, and root cause problem solving. Lead change management efforts. Leverage Scrum / Agile disciplines for User Story development, task creation, prioritization, estimation and risk assessment methods.ALLERGAN, INC., Developed short, and long, term tactics and strategies to correct deficiencies in Service Management processes and tool, and in managed service providers, causing missed service level agreements, and executive concerns over poor service performance. -
Director Business TransformationCitigroup Jun 2010 - Dec 2015New York, New York, UsLed teams in a complex, large-scale global transformation program to implement a new organizational operating model and a Lean process improvement program. Program enabled a $250 million, 3-year strategic / operational savings target across functions and geographies for a $2.6 billion organization. Established program governance. Developed analyses and models based on financial, workforce, and operational data. Optimized organization structures. Established centers of excellence to leverage scale and drive a workforce location and sourcing strategy with off-shore managed service providers, and worked with management, human resources and third parties to guide teams through the change management implications in transitioning to the new operating model. Drove process improvements, identified KPI performance measurements and dashboard based on analysis of key business drivers and resulting outcomes, and developed training plan and playbooks. -
Chief Of Staff / Director Of Business OperationsErnst & Young 2006 - 2010London, GbBuilt and managed the Chief of Staff / Business Office for a new global organization. Established governance, policy, and procedures for strategic, financial, and resource planning, analysis and control. Directed management reporting for annual strategic and fiscal plans, monthly performance reviews, weekly staff meetings, and organizational roadmaps. Provided decision support as trusted strategist, consultant and adviser to management. Assured key strategic initiatives had formal program and change management plans identified, prioritized, monitored, and reported. Directed the personnel performance management cycle, including compensation and bonus reviews, addressing staffing issues, staff training and development plans, and approval for direct hires, consultants and contract resources. Oversight of the vendor / contract management. Organized communications strategy, town halls and presentation content. -
Operations ManagerErnst & Young 1999 - 2006London, GbBuilt and managed an end-to-end program comprised of 54 staff and an outsourced service center to procure, configure, deliver, track, service, and retire computers. Responsible for policy, procedures, asset controls, inventory management, customer support, service agreements, and vendor management. -
Director Of Business OperationsErnst & Young 1997 - 1999London, GbReported to US CIO, Provided business and financial management for the $170 million US IT application development budget and $265 million firm-wide budget for End-User microcomputer and messaging services, with responsibility for finance, staffing, contracts, project initiatives, business case development, ROI analyses and chargeback methodologies. Worked with technology leaders to assess, plan and implement proposed strategies, and with vendors on service level, operational, and relationship issues. -
Business Intelligence Manager - Cash Management ServicesWells Fargo Bank (Previously Wachovia Bank And First Fidelity Bank) 1996 - 1997Recruited by the Director of Marketing for the $400 million Cash Management Services, to build and manage a program for developing sales forecasts, pricing analyses, customer profitability models, and financial analyses.
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Product ManagerWells Fargo Bank (Previously Wachovia Bank And First Fidelity Bank) 1995 - 1996Reported to National Product Manager. Provided sales, marketing and technology support for Lockbox services in the NJ/PA market.
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Business Unit Finance Controller And Financial Planning And Analysis ManagerWells Fargo Bank (Previously Wachovia Bank And First Fidelity Bank) 1987 - 1995From 1987 through 1995, reported to the President or the Department Leads of the Northern Region Commercial Bank, Bank Operations, and Information Systems. Provided financial oversight for a $16 billion balance sheet, a $380 million expense base, and the associated interest and fees for loans, deposits, investment banking, cash management and trade finance, and additional responsibility for assessing adequacy of customer profitability, coordinating monthly close, implementing accounting standards and controls, and reviewing transactions for GAAP/RAP implications..
Robert Bates Skills
Robert Bates Education Details
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Rutgers University - NewarkEconomics -
Pace University - Lubin School Of BusinessFinance And Computer Information Systems
Frequently Asked Questions about Robert Bates
What company does Robert Bates work for?
Robert Bates works for Bny Mellon
What is Robert Bates's role at the current company?
Robert Bates's current role is Chief Administrative Officer at BNY Mellon.
What is Robert Bates's email address?
Robert Bates's email address is ro****@****gan.com
What is Robert Bates's direct phone number?
Robert Bates's direct phone number is +190856*****
What schools did Robert Bates attend?
Robert Bates attended Rutgers University - Newark, Pace University - Lubin School Of Business.
What skills is Robert Bates known for?
Robert Bates has skills like Vendor Management, Process Improvement, Strategy, It Strategy, Business Process Improvement, Management, Business Analysis, Program Management, Leadership, Finance, Managerial Finance, Change Management.
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