Robert Herrmann Email & Phone Number

New York, Ny, Us

Workforce Strategy Lead• Lead 4,500 person organization through Workforce transformation to align team structure with Agile development methodology, focusing on co-location and distributed agile principles• Lead organization through deployment of 400+ roles from NY Metro locations to near-shore delivery centers to meet budget targets while maintinaing time-zone support• Idenitifed functional areas where up-skilling would be needed to support evolving technology landscape and business demand• Oversaw vendor delivery center footprint and reduced 7 non-strategic locations to drive increased team co-locationWealth Management Technology Financial Lead• Managed Wealth Management Technology Budget of $600M and allocated business IT Budget of $1.1B• Lead division through annual Budget process, ensuring business deliverables are correctly accounted for in financial systems • Managed quarterly IT projection and variance to filed Budget for Wealth Management business CFO• Lead monthly meeting with business CFO to discuss Actuals vs Budget and impact on quarterly/annual estimates• Maintained inventory of Budget risks and opportunities to inform CIO of ability to slef-fund new business demand• Lead weekly discussion with COO Funcitonal Leads covering current Budget projections and risks to technology budget• Lead project to standardize reporting across finance, portfolio, and resource management spaces

Dublin 2, Ie

Dublin 2, Ie

Workforce Strategy Implementation, Global Investment Bank• Implemented a global workforce strategy for the Technology & Data division, stretching across 18,000+ technologists in four core locations, 7 captive delivery centers and 50+ vendor locations• Developed multi-year forecasting model for seating requirements across 11 campus locations• Supported the expansion of 6 captive delivery centers from initial business case through lease sign-off• Designed workforce analytics to highlight workforce fragmentation across captive delivery centersIT Cost Reduction PMO, Global Investment Bank• Managed team of analysts from early project design phase through transition of workstream back to client resources• Created financial templates to support the capture and reporting of project financials and qualitative information• Designed monthly reports of 30 IT efficiency projects projected to save $1Bn in annual run-rate savings• Modeled impact of IT Cost Reduction projects to $4Bn Technology budget over a five-year horizon

Us

• Initiated equity research coverage on seven publicly traded companies comprised of US and foreign IT services and SaaS companies.• Analyzed operating metrics of covered companies versus comparable companies to determine investment highlights and risks.• Evaluated industry segment to establish publicly traded companies to initiate coverage on based on strength of competitive advantage and operational execution.• Created and maintained financial valuation models of public companies under coverage to project future revenue potential and valuation of company.• Produced quarterly research reports on companies under coverage after analyzing earnings release and subsequent conference call with management.• Drafted internal memos on covered companies to disseminate company updates to internal sales force while analyst was out of the country.

Us

• Created, modified and analyzed financial valuation models to project future earning potential for 13 publicly traded companies.• Participated in quarterly earnings calls of 13 publicly traded companies in the renewable energy sector.• Produced and published quarterly updates on stock recommendations, price targets, and revenues and earnings estimates for 13 publicly traded companies after companies reported quarterly earnings.• Developed new format for monthly news publications, including Excel templates to automate data retrieval and formatting from Bloomberg News Terminal.

Aliso Viejo, Ca, Us

• Validated mid-month and month end-client billings for data entry accuracy and client resource allocation requirements.• Analyzed client statement of work change requests to ensure documentation standards and client resource allocation requirements were met.Client Served: WellPoint ($32 million yearly contract)

Pasadena, Ca, Us

• Developed user interface design to streamline Call Center recording process to enable phone conversation recall for customer complaints and litigation purposes.• Analyzed existing member data to determine scope of data inaccuracies and developed and executed implementation plan resulting in a reduction in the amount of inaccurate work processed by Claims Processing staff.• Designed parameter of software load test and implemented to determine if existing hardware would support new member information application.• Communicated with internal staff of 150 users to ensure software issues were resolved and new feature requests were recorded.• Wrote all publications to announce new software features and issues resolved in current software release.

El Segundo, California, Us

• Analyzed existing payroll processing program to determine ramifications of newly enacted legislation; oversaw changes to program and tested validity to ensure compliance with legislation.• Created training manual and coordinated training of 150 internal staff members for new member information application prior to implementation of system.• Formulated and performed test plan to validate accuracy of new software releases with 90% of all software releases having no show-stopper bugs.Client Served: LA County Employees Retirement Association (95k Active/45K Retired Members)

Configured platform test beds for use by SQA team members.

Mba, Finance And Accounting

Bachelor Of Science, Information Systems Management