Robert Ortega Email & Phone Number

Dallas, Texas, US

Financial lead supporting the CIO of UNT System. Responsible for budgeting, forecasting, and reporting for UNT System IT and campus UNT Dallas IT.Lead for UNT System, UNT, UNT Dallas, and UNT Health Science Center for strategic vendor management. Duties include contract negotiation, management of renewals, scorecards and risk assessment. Successfully.

Lewisville, Texas, US

Financial lead for Med-Trans. Directly responsible for budgeting, forecasting, reporting, and CAPEX for entity with several $100M in expenses. Responsible for managing hospital partnership contracts and management of service level agreements, payments, and contract disputes.

Lewisville, Texas, US

Financial lead of two subsidiaries at a rapidly expanding healthcare transportation company. Areas of responsibility included budget leadership, C level executive reporting, Board communications, month end close, and oversite of financial health across $100M in expenses.

Lewisville, Texas, US

• Oversee the preparation and roll-up of AMGH subsidiary AirMed International budgets and forecasts and provide monthly variance analysis to identify areas of concern
• Main point of contact for all finance related questions regarding AMI, including business case development, cost out initiatives and day to day budget tracking guidance
• Led creation of AirMed's 2017 budget from department leaders to final deck presentation to executive leadership

Lewisville, Texas, US

• Provide leadership and guidance around AMGH’s fuel spend, including tactical and strategic analytics, fuel card management, and tax refund calculations
• Oversee the preparation and roll-up of the Shared Services department’s budgets and forecasts and provide monthly variance analysis to identify areas of concern
• Create financial models to analyze various business opportunities and cost savings initiatives
• Develop and deliver portions of AMGH’s monthly and quarterly management reporting
• Monitor compliance with AMGH’s existing volume-based contracts and seek/value opportunities to further leverage AMGH’s purchasing power

Fort Worth, Texas, US

• Develop and report on the PNL
• Develop and report on program budgets, provide variance explanations with recommended corrective action plans
• Support month end close process and intercompany reconciliation
• Inventory reporting and validation on WIP and Finished Goods
• Create, update, and report on the financial metrics for the commercial business
• Business case development and reporting for new and upgraded commercial products

Fort Worth, Texas, US

• Aid cost out team in achieving an increase in net operating profit for the 407, 429 & 412 programs by improving the supply chain and in-house operations
• Leading & assisting in over 60 make, buy, overhead and support cost out projects for commercial programs both domestic and international
• Construct finance business cases for all non-Canada projects to determine project viability & benefits
• Review financial impact and assist in strategy for commercial procurement contracts
• Completed Lean Six Sigma Green Belt training and on track to achieve certification by 2014
• Directly reduced Lead-Time of the 429 program by 4 months

Omaha, NE, US

• Fielded client questions in regards to IRAs, 401ks, mutual funds, ETFs, taxes, retirement strategy, inheritance, 403b & numerous other investment instruments
• Organized and lead team training sessions over changes in regulation & system use
• Managed audit & approval of company mutual trades for accuracy and company protection
• Calculated break point schedules for client brokerage trades
• Obtained FINRA Series 7, 63 & 66
• Placed trades for options, stocks, ETFs and mutual funds

Integral Leadership Program

Ba, Management