Robert Fitzgerald Email & Phone Number

Rockledge, Fl, Us

Remote

Implemented global financial forecasting initiative in North America Region, including:(1) Appointment to multi-month, cross-geographical team (North America, Europe, Asia-Pacific) to develop, test, and finalize template(2) Drafting of User Guide available to all users via Confluence collaboration tool(3) Formal training of project managers and services specialists / analysts(4) Ongoing support, such as managing user feedback, enhancements, and continuous improvement loops* Interview, hire, and onboard staff level team members in India and Mexico* Mentor, grow, and support staff members, creating opportunities for visibility and advancement* Drive performance to achieve cost control and margin growth objectives, helping reduce cost overages and increase margin* Assume full management of Project Control team during Senior Leadership time away

Remote

* Advisor to 5 global Electrification Software Segments - Analytics, Asset Management, Dist., SaaS and Transmission - for revenue generation, cost reduction, cash collection and risk & opportunity identification * Built and implemented a full range of reporting capabilities, including, but not limited to:(1) Revenue, cost and margin forecasting/actuals, reducing month end variance to estimate from 30% to ~3% (2) Project expenditures vs. budgets, deep diving projects weekly to identify risks, opportunities to accelerate backlog and formulate revised cost to complete estimates(3) Billing milestone review with project managers and segment leads, improving cash flow actuals to within 5% of forecast(4) North America Purchased Labor and Material Tracker, formulating all initial, detailed, bottoms-up forecasting and timing, as well as management of real time +/- deviations(5) Weekly labor hours reporting data set, eliminating quarterly variance between top-down to bottoms-up labor revenue estimate of $2M* Lead month-end close management reporting process for the 5 Segments, analyzing key income statement & balance sheet variances (revenue, COGS, margin, overhead, cash and receivables) and presenting information to executive leadership* Executed data validation of project demographic and financial information throughout migration from Oracle Bravo ERP system to Oracle Fusion ERP system, including participation in final Controllership tie-out of migrated data to financial statements. Nearly 1 year project ended May 2023* Develop and mentor new Financial Analysts in the US, Mexico and India* Apply Accounting Standards Codification (ASC) 606 as governance of project financials

Estero, Florida, United States

Job eliminated due to COVID-19’s sudden and catastrophic impact on the travel industry* Partnered globally with Corporate Centers of Excellence (COE) senior leadership to develop bottoms-up annual operating budgets and periodic forecasts* Lead project to remap overseas Accounting and Shared Services expense bookings to mirror North America, eliminating ~80% of international departments and improving timeliness of monthly reporting by 75%* Partnered with Accounting and Shared Services global leadership to fully map and document allocations and redefine methodology of expense distribution* Drove cost improvement mindset by continually challenging traditional vendor usage, travel habits and business practices

Sarasota, Florida, United States

* Developed performance metrics and leading indicators for Sales & Marketing for revenue, margins, win rate and opportunity pipeline* Deep dived salesperson gross revenue vs. discounting, highlighting where sales volume coincided with price concessions, ultimately driving more detailed Finance and Sales leadership review and approval of proposed price reductions* Created gross margin reporting by product and region, providing detailed insight into which markets were optimal for each product offering

Dallas-Fort Worth Metroplex

* Formulated and submitted $425M headcount and material cost annual budgets and monthly forecasts * Completed monthly financial close process, including variance commentary for HQ and local leaders* Led weekly cost council meetings for Metal Stamping, Paint Shop and Body Shop departments, reducing annual supplies, tools and maintenance expenses by nearly $1.5M* Collaborated with Inventory Manager to strengthen controls around procurement of materials:(1) Reduced SAP requisitioners from ~950 to 225(2) Implemented formal approval hierarchy for new system access(3) Created monthly reporting of purchases by individual

San Antonio, Texas Area

* Prepared and distributed monthly, quarterly and annual financial and operational reporting packages to senior and executive business leaders, including directly to CEO and CFO * Reviewed, challenged and revised, where necessary, all variance analysis commentary provided by the business prior to report distribution* Partnered w/refining, marketing & logistics segments to develop tailored reporting and data analytics* Collaborated with external reporting function by providing vetted financials used in generation of SEC 10-Q/K filing documentation

Blaine, Wa

I was afforded many new challenges and opportunities throughout my tenure at BP due to the rapidly changing nature of the global energy market, including:Financial Analyst - Blaine, WA* Led monthly, quarterly and annual financial close process for a $9B crude oil refinery* Developed monthly business review packs containing variance analysis and commentary* Partnered with operations, accounting, internal shared services and offshore service providers to ensure accurate recording of financial transactions and reporting of financial statementsField Financial Lead - Wamsutter, WY* Supervised team of 2 Financial Analysts and 2 Accounts Payables personnel* Member of asset leadership team, representing the Finance function within the operation* Managed total cash costs of $100M and finance support of nearly 200 field employees* Led annual and quarterly budgeting process* Provided monthly, quarterly and annual financial reportingField Financial Analyst - Hallsville, TX* Leading member of a cross-geographical finance team charged with increasing line of sight to activity costs and standardizing cost reporting across North American operations* Managed total cash costs of $50M and finance support of nearly 100 field employeesInternal Control Advisor - Warrenville, IL* Traveled and conducted audits globally with teams from the US, UK and Australia* Developed, assessed and improved key internal controls over financial reporting

Dallas-Fort Worth Metroplex

Dallas-Fort Worth Metroplex