Robert Burkhard Email & Phone Number

Cincinnati, OH, US

Cincinnati Metropolitan Area

• Managed all aspects of a 40 country global equity program, including but not limited to the administration, communication, design, strategy, taxation and program compliance
• Partnered with internal and external partners, including legal, accounting, finance, audit, compensation consultants, external auditors and the equity plan administrator in the administration of equity and executive.
• Administered US based 423 ESPP plan including enrollment, purchases, compliance, reporting and taxation and UK based SAYE (Save-As-You-Earn it) qualified plan, including plan communications, enrollment, grant and.
• Completed executive compensation surveys, program analysis, equity recommendations as needed
• Prepared all BOD Compensation Committee materials and analysis, including meeting slides, CD&A, all proxy tables, tally sheets and other C-Suite materials as needed
• Assisted in the development of a strategic global career framework including job grades, salary bands, short-term and long-term incentive eligibility and levels

Florence, Kentucky, United States

• Composed strategic business expansion plan for startup
• Developed $10M capital structure organization and convertible debt instruments
• Managed all pro forma financial forecasts and budgetary assumptions for proposed business
• Responsible for investor presentations and inquiries

Cincinnati, Ohio, United States

• Oversaw all aspects of employer sponsored stock purchase and options programs with 1,700 active participants, including the BOD and senior management
• Responsible for the calculating and timely remittance of all tax liabilities resulting from equity transactions
• Assembled all documentation and subsequently passed the biannual public company audit of all equity programs.
• Prepared and filed as POA all SEC Form 3, 4 and 5 for Section 16 officers and directors
• Administered all aspect of Executive Stock Ownership Guidelines including communication with board members, executives, financial advisors, and broker partners in conjunction with the General Counsel to insure.
• Designed in corroboration with the external board compensation consultant and legal advisors new performance based long-term Restricted Stock Unit Incentive plan.

Cincinnati, Ohio, United States

• Drafted detailed summaries of indenture agreements representing $2.4 billion of senior and junior debt
• Provided analysis and recommendation to Treasurer for best use of cash related to debt repurchases or share buyback timing.
• Managed debt covenant compliance deliverables to syndicated loan banks and rating agencies.
• Prepared accretion/dilution analysis and models for potential capital structure reorganization.
• Performed accurate tri-party approved calculation of convertible debt conversion, insured distribution of funds and net-settled shares.
• Managed relationship with transfer agent for all equity compensation, debt conversion and other new issuances and share reserves.

Cincinnati, Ohio

• Organized tabular display and narrative descriptions for proxy (SEC Schedule 14A) tables for Fortune 400 company, including but not limited to: Director Compensation, Summary Compensation, All Other Compensation.
• In conjunction with the General Counsel, administered all aspect of Executive Stock Ownership Guidelines including communication with board members, executives, financial advisors, and broker partners to insure.
• Managed Executive Deferred Compensation plan including deferral rates, vesting, investments and executive communication
• Prepared and filed all SEC Form 3, 4 and 5 for Directors and Executive Officers of the organization.
• Assemble, prepare and analyze through SEC filings and external surveys peer group Director and NEO compensation plans, practices and current trends. Provide analysis and recommendations to senior management.
• Researched and drafted presentation materials for the compensation committee.

Covington, KY

• Oversaw employer sponsored stock purchase and options programs with 1,700 active participants.
• Maintained restricted stock and options compensation program for board of directors, senior management and general managers; in addition maintained and prepared Section-16 SEC transaction reporting schedules.
• Personally tracked and reviewed in conjunction with tax consultants and national payroll firm all tax withholdings to insure timely filing of all taxes during restricted stock vestings and stock option exercises for.
• Prepared records and entries for FASB 123R and ASC 718 amortization of award
• Analyzed daily Federal Repo rates and sweeps daily receipts distributed across many US business bank accounts into appropriate corporate concentration accounts to maximize disbursement and investment options.
• Analyzed business proposals presented by national vendor for MC/V, AMEX, Discover cards to identify the best pricing and discount scheme appropriate for how they are used by Omnicare. Developed and validated the.

Master Of Business Administration (Mba), Finance

Bachelor Of Arts (B.A.), Bible And Theology