With over 15 years of experience in corporate FP&A roles within fast-paced financial services technology companies, I transform complex data into actionable insights that drive strategic business decisions. Specializing in financial modeling and business transformation, I collaborate across functions to enhance financial performance. Proficient in SQL and Tableau, I optimize processes, automate reporting, and design dashboards to empower stakeholders with clear, data-driven insights for efficient decision-making.Key Skills:➜ Budgeting & Forecasting – Develop and maintain flexible, scalable models for revenue and expense forecasting across multiple business units.➜ Cost Management – Implement cost forecasting and reporting tools to manage headcount and vendor expenses across global teams.➜ Financial Modeling – Utilize advanced MS Excel skills to create detailed models supporting forecasting, strategic planning, capital allocation, and investment decisions.➜ Data Analysis – Analyze large sets of financial and operational data using SQL and Tableau to uncover revenue drivers and influence business strategy.➜ Management Reporting – Generate comprehensive reporting packs that distill financial results succinctly, highlighting risks and opportunities to support strategic planning and decision-making.➜ Process Automation & Efficiency – Automate recurring reporting tasks using SQL, enhancing accuracy and reducing manual effort.➜ Scenario Planning – Develop scenario models to evaluate business decisions, such as product migrations and M&A transactions, and their financial impacts.➜ Capital Allocation – Partner with leadership to optimize capital allocation for strategic initiatives and product development.➜ M&A Analysis – Conduct in-depth financial analysis and valuation modeling to support M&A transactions, integration planning and execution.➜ Data Governance – Ensure data integrity and consistency across financial systems, to enable reliable budgeting, forecasting, and decision-making, safeguarding the accuracy of financial models and reports.I am available to discuss new opportunities in the Boston area (or remote), please contact me at thejeffroberts@gmail.com.Technical Skills:MS Excel | MS PowerPoint | Tableau | Tableau Prep | SQL | SAP Business Objects | Adaptive Workforce Planning | Salesforce CRM | Hyperion Planning | Pyramid Analytics