Sam Robbins Email & Phone Number

Boston, Massachusetts, Us

Complete ownership of Zipcar’s responsibilities across FP&A, Capital Asset Planning, Procurement, Accounts Payable and Financial AnalyticsElevated ownership of all FPA responsibilities outlined below, including: development of long-term financial model in conjunction with strategic plan and parent-company expectations, responsible for pro forma P&L, goodwill valuationIterating on our beta Procure-to-Pay process by scaling to the fleet/supply chain team and vendorsPrimary driver of the integration into DocuSign for contract lifecycle management toolCreating first-time visibility into vendor management and behavior including contract status, rate sheet adherence, ACH payment vendors and savings analysisStreamlined accounts payable protocols to reduce complexity and volume of vendor invoices, including partnership with 3rd party platform for all major national fleet maintenance vendors Driver of key projects impacting financial success: Launched complete Financial metrics reporting to accompany P&L, Enabling network tokenization for credit card transactions to lift in authorization rate, deprecated legacy forecasting tool structure and consolidated into one ERP.

Boston, Massachusetts, Us

Holistically drive annual planning and monthly forecasting processes for full P&L and Capital expenses of a $XXXM* business, including evaluating & suggesting viable initiatives for maximum EBITDA growthPresents financial strategy and results to parent company C-suite, falling in line with company OKRs and initiativesRedesign and implement cohesive forecast models across all areas including fleet/supply chain, vehicle driving revenue, SAAS membership revenue, acquisition spend, insurance claims waterfall, vehicle depreciation & headcountResults were strongest EBITDA Plan performance in 6+ years; >60% improvement in EBITDA accuracy vs. priorBilling flow stakeholder from Finance; responsible for financial report validation, flow logic from capture to user-facing messaging, product-key monitoring and liaison between engineering, product, and accounting.Driver of key projects impacting financial success: Collections vendor integration and process design for delinquency, Hard buffer initiative to reduce impacted-by-late metric, Aged invoice/Bad Debt reconfiguration, Chargeback optimization with payment processing vendor, Historical financial/metric restatement exercise for platform migration, Tolls/Violation ABC test to achieve higher attribution and recovery rates.

San Francisco, Ca, Us

I support Twitter's direct sales organization across the globe in an FP&A capacity. Primarily responsibilities include budgeting for all headcount and operational expenses. Accuracy is the main driver, so the focus is on understanding the individual markets & their priorities so we can align headcount and spend according to their needs. Additionally I partner with internal stakeholder teams (accounting, sales finance, procurement, etc) to ensure a streamlined process for expense booking.

Santa Barbara, California, Us

I provide support for every internal department at CJ. My goal is to fine tune our operational efficiency by revamping and creating processes to help CJ achieve their revenue goals. At a more granular level my tasks include quarterly revenue pacing and forecasting, client profitability analysis, executive-level KPI reporting, sales performance analysis, budget creation, revenue trend analysis & projections, creation & tracking of all bonus compensation plans, facilitate our NPS client feedback survey, and any analysis for CJ's new initiatives. In addition, now based on the company's organizational shifts, I am supporting our international teams with all the same tasks listed above.Outside of my job description, I am the Sergeant at Arms of our company's Toastmasters International club (previously the President). Alongside my elected officers, I attend our bi-weekly club meetings, promote to grow our club size, and assist club members in achieving their goals for Toastmasters. I assist my officers with tracking membership, and managing membership fees..

Santa Barbara, California, Us

My main focus is to streamline analytic and operational processes to support the client development teams, which includes pacing & forecasting to quarterly targets, the bonus compensation plan tracking & calculations, client profitability analysis, corporate reporting. I am the acting point person for the Internal Analytics team, working with every group within the organization & ensuring ideas and information are communicated effectively. I also assisted in running our NPS client feedback survey. I am a member and acted as President for the CJ Toastmasters club.

Santa Barbara, California, Us

I assisted the other analysts with reporting including: monthly & quarterly revenue databases, weekly pacing for client development teams' quarterly targets, and executive KPI reports. I focused on learning the affiliate marketing industry as well as refining my technical skills to perform more advanced analysis.

New York, Ny, Us

Licenses: Series 6, Series 63, Life InsuranceCreated thorough investment & insurance portfolios for clients based upon their specific needs & long-term goals, accumulating $4 million in assets under management during tenure.Generated personal clientele through networking as well as managed an independent schedule.Developed interpersonal relationships with individual clients working on a one-on-one basis ot understand their wants, needs and goals.Member of the management team, lead recruiting sessions, and conducted interviews.

Bs, Finance

Finance, History

Education record