Robert Schmidt Email & Phone Number

Schaumburg, IL, US

Schaumburg, Illinois, United States

Greater Chicago Area

• Developed ProBuy, an e-commerce procurement platform utilizing Microsoft Dynamics software that allows businesses to “punch out” to vendors through cXML, simplifying the purchasing process
• Assisted in the creation of a cloud-based reporting tool in order for companies to track indirect spend and monitor transactions
• Tasked with AWI’s product development, customer experience, and intracompany fiscal responsibility

Schaumburg, Illinois, United States

Greater Chicago Area

Founder of Schmidt Goaltending, utilizing modern tools and technology to help goalies of all ages achieved their dreams.

Northbrook, Illinois

Goalie Coach

Northbrook, Illinois, United States

Northbrook, Illinois

Varsity and Junior Varsity Goalie Coach for Glenbrook North

Chicago, Illinois

• Prepared complex state income and franchise tax returns for large banking corporations, partnerships, and LLCs
• Assisted with and responded to multiple state audits, helping craft the defense for our clients
• Helped lobby for Tax Increment Financing for two Fortune 100 companies, strategically using tax law in order to secure funding for $100 Million+ projects

Greater Chicago Area

• Executed numerous tasks within the State and Local Tax (SALT) service line, specifically completing projects for wealth management, banking, and insurance clients
• Utilized GoSystem and OneSource software to electronically file, process, and complete combined returns for insurance clients with nexus across many states
• Completed team projects for banking and wealth management clients exploiting firm tools in order to maintain efficiency and quality standards
• Delivered a presentation in front of a group of partners and senior managers, discussing challenges and providing recommendations with regards to the firm’s collaboration across service lines

Cincinnati, OH

• Supported the Controller, Senior Operations Leader and President to drive efficiencies in various accounting/finance processes during a significant company transition
• Prepared weekly cash projections and management reports outlining the company’s future outlook and current financial position
• Created a detailed standard operating procedure for multiple accounting/finance functions and executed a training plan for new member on-boarding
• Navigated through ERP and Business systems such as Sage and Britannia software to manage customer and vendor accounts, generate custom reports, record daily transactions, and create training documents
• Executed various warehouse, inventory management and logistics tasks to ensure ERP accuracy

Chicago, IL

• Collaborated weekly with financial advisors to maximize the team’s investment management efficiency
• Prepared market performance summaries and projections for the firm’s financial advisors utilizing the Microsoft Office suite
• Utilized Salesforce to create personalized reports detailing various aspects of a client’s portfolios
• Analyzed and updated the group’s 2014 investment themes for the team’s mid-year outlook seminar

Master Of Science In Accounting, Accounting

Graduated with Honors

Bachelor Of Science In Accounting, Accounting

Graduated with Honors