Bob Warren

Overview

• • About Bob
  • Bob has 30 years of business and industry experience in roles such a Financial Consultant, Manager of Financial Planning and Analysis, and Finance Manager. He has broad experience in budgeting, forecasting, management reporting, complex model development, KPIs, and process improvement.
  • Experience
  • As a Financial Consultant, provided financial guidance for banking solutions and professional services; responsible for forecasting, reporting, and analysis; prepared monthly management reports for revenue, expenses, labor and KPIs; developed complex financial models for reporting, decision modeling and ad-hoc analysis
  • As Manager of Financial Planning & Analysis at Krystal, prepared forecasts and annual budgets for over 100 restaurants; responsible for complex accruals and expense analysis; slides for monthly executive and quarterly reviews; NPV and IRR analyses
  • Responsible for management reports; streamlined and automated resulting in 50% reduction in time
  • As Financial Manager at First Data, supported collections division/call center/check verification processes; responsible for monthly reports, variance analysis and explanations, customer profitability analysis, and business case assessment preparation; developed revenue model
  • As a Financial Consultant, prepared monthly management reports, annual budget, as well as analysis of expenses, rate/volume, customers and competitors
  • Implemented process to pull data from large databases into Excel, cutting preparation time by 30%
  • As Manager of Forecasting and Marketing Research at Stiefel Laboratories, Inc., responsible for consumer product in-store demand forecasts, fiscal year budget and rolling forecasts, price/volume analyses, ROI on marketing spend, and expense tracking
  • As Senior Financial Analyst at Astral Brands, collaborated with all department heads to develop annual budgets and forecasts, re-engineered all planning models, developed inventory reports, and analyzed acquisition targets
  • As Financial Management Analyst at Prudential Bank, oversaw Oracle database; developed new SQL Oracle based management reporting system which saved labor costs of approximately $350,000 per year
  • Managed expense allocation system to distribute support expenses to product areas
        • As Financial Analyst at Prudential Bank, responsible for management of departmental financial                   forecasting, management reporting and performance tracking; developed annual and long-term budgets           and forecasts; developed scorecards for corporate performance measures; created profitability reports             for deposit and lending products

Education