Robert Tefft Email & Phone Number

Alpharetta, Ga, Us

Roswell, Ga, Us

San Francisco, California, Us

* Ensured a seamless transition of client data and effectively redesigned the organization's forecast model to differentiate between contractual and one-time revenues. * Designed dashboard reporting to allow Senior Management to focus on key performers and low margin accounts. * Partnered with the Sales organization in creating a pipeline tool to supplement the quarterly forecasting process. * With a focus on accelerating value, created KPI reporting structure for main revenue and cost drivers. * Identified and implemented business, accounting, and budgeting process improvements across the organization.

Exton, Pa, Us

Actively led initiatives for Managed Services Division, inclusive of onsite and offsite BUs with $680M+ in annual revenues. Responsible for operating budgets, revenue plans, financial forecasts, month-end, KPIs and metrics, costing models and vertical channel evaluations.• Developed and presented month-end and quarter-end reporting packages for senior management reviews including KPIs for each business unit, SWOT Analysis, costing and profitability models and sales/operational narratives.• Created and launched process and proforma model used today by marketing department at company to develop viable business cases and opportunities. Main liason working cross-functionally to bring ideas to implementation with a 63% achievement rate accounting for over $36M of new service business growth over a 3 year period.• Coordinated annual sales revenue and quota budget process within Oracle Planning by vertical channel with Senior Manangement for forward years.• Redesigned method for implementation of contractual revenue escalators accounting for capture of $3-5M annually.

Exton, Pa, Us

Directed monthly financial objectives for Onsite Managed Services Division with $490M+ in annual revenues. Responsible for coordination of monthly close process with Accounting and Operations teams, collaboration with Sales teams in building monthly forecast/pipeline and working cross-functionally to produce annual revenue and operating plans by marketplace.• Built month-end and quarter-end reporting packages for Sales and Operations Manangment including margin vs. rate narratives and identification of root causes for revenue and margin variances with plan and forecast.• Collaborated with Field Operations on cost reduction initiatives leading to the recapture of $6-9M of labor costs annually via new method of collecting metered clicks on client owned/Ricoh maintained equipment.• Redesigned templates involved with submission of milestone 5+7 Forecast and 3/5 year MTP to Japan corporate entity.• Launched training for 900+ field personnel regarding implementation of Oracle projects accounting.

Served as Director of Finance for Southeast Outsouring Division with $86M+ in annual revenues while acting as liaison between Shared Service Center/Corporate and local Sales and Operations entities.• Engaged in CGS, SG&A and revenue analysis for 300+ customer locations, teaming with Field Operations on implementation of corrective action plans for low margin accounts resulting in $1.8M of margin improvement annually.• Reviewed client contracts to support Sales staff with revenue enhancing escalators and set plan targets by channel.• Directed and coordinated training initiatives to 550+ field employees to ensure best practices and SOPs .

Provided support with staff of 4 supervisors and 22 employees to Controller for Southeast Region of Managed Services Division with $67M+ in annual revenues while completing month-end processes and ensuring adherence to GAAP standards.• Performed in-depth review and analysis of A/R and A/P that led to reconciliation of $1.7M+ in out-of-balance items.• Participated in Six Sigma program achieving green belt status for work on refining processes involved with month-end billing capturing $1.1M over 6 month period.

Atlanta, Ga, Us