Robert Blair
Camarillo,CA
Summary
Enterprising financial professional with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
28
28
years of professional experience
Work History
Financial Consultant, Sr.
Anthem Inc./Elevance Health
02.2008 - 09.2024
- Supported associates company-wide, managing the cost allocations process and GL and Hyperion Applications security
- Guided team of associates in the transitioning of the cost allocations system from on prem to the Cloud, including months long testing and implementation of a new, cloud-based cost allocations tool
- Completed high level documentation, and desktop procedures for all FDSM company-wide system processes, including the cost allocations security and maintenance processes
- Maintained and updated various calculation scripts for the cost allocations, fringe and tax processes on a regular basis.
Financial Analysis Manager
WellPoint Inc.
09.2006 - 02.2008
- Supported Individual Underwriting, including VP & GM Individual Underwriting and VP of Enrollment and Retention, for accounting and planning of payroll and non-payroll related expenses
- Analyzed and perform monthly and quarterly qualitative variance analyses for senior management
- Reviewed and updated all allocation methodologies for Underwriting cost centers
- Worked with senior management to develop annual budget and quarterly forecasts
- Provided recommendations to executives to ensure actual spending within budget and forecast
- Calculated and processed budget transfers that resulted from the 2007 CCB reorganization
- Performed monthly profit and loss account and rate/volume variance analysis for Colorado and Nevada
- Performed monthly profit and loss account and balance sheet account reconciliations for Comprehensive Integrated Marketing Services
- Prepared Cash Flow 9+3 Forecast/2007 Plan for HIPAA and MRMIP programs.
Senior Financial Analyst
WellPoint Inc.
05.2003 - 09.2006
- Supported Chief Financial Officer Division, including Finance & Strategic Development, and Chief Accounting Officer, for accounting and planning of payroll and non-payroll related expenses
- Analyzed and perform monthly and quarterly qualitative variance analyses for senior management
- Worked with senior management to develop 3-Year plan, annual budget, and quarterly forecasts
- Prepared budget and forecast presentations for division president to present to the Executive team
- Provided recommendations to executives to ensure actual spending within budget and forecast
- Coordinated budget and forecast processes for the Corporate Planning group
- Provided customized reports and ad hoc analyses of other divisions for senior management
- Participated in quarterly forum with divisional finance to discuss assorted topics and enhancements.
Financial Analyst
WellPoint Inc.
08.2002 - 05.2003
- Supported BCBSMO division for accounting and analysis of administrative expenses
- Analyzed actual to budget variances to identify accruals of outstanding liabilities
- Performed monthly and quarterly qualitative variance analyses for division management
- Reconciled balance sheet accounts and provided support for regulatory audits
- Provided ad hoc analyses and research support to division management.
Accountant II
Kinko's, Inc.
10.1998 - 05.2002
- Analyzed monthly income statements, and prepared monthly Summary Sheet of Exceptions for 80 Kinko's, Inc
- Branches, area offices and support centers
- Performed monthly reconciliations and quarterly analytical reviews of balance sheet accounts including, Long Term Prepaids, Accrued Expenses, Notes Receivable, and Sales and Use Tax Payable
- Created training materials, training schedule, and led training for new team members, as Income Statement Training Team Coordinator
- Gave Income Statement presentations at Area and Regional meetings on the east coast, increasing Branch and District managers' knowledge of GAAP, Kinko's Income Statement, and the Income Statement department's role at Kinko's, Inc.
Staff Accountant
Vance, Thrift and Biller LLP
09.1996 - 09.1998
- Prepared quarterly write-up work through financials
- Prepared payroll, sales, individual trust, and corporate tax returns
- Worked as a team member on certified audits.
Education
Bachelor of Science - Accounting
Regis University
Denver, CO05.1996
Teaching Credential - English - Secondary Education
University of California - Santa Cruz
Santa Cruz, CA06.1991
Bachelor of Arts - English Literature
University of California, Santa Barbara
Santa Barbara, CA12.1988
Skills
- Data Analysis
- Attention to Detail
- Excellent Communication
- Variance Analysis
- Financial statement analysis
- Internal Controls
- Critical Thinking
- Team Building Leadership
- Proactive and Focused
- Financial analysis and reporting
- Written Communication
- Budget Planning
AYSO Nat. Referee Candidate, Regional Instructor and Assessor; Strength Training & Fitness
Fourteen years of continuing community service as an AYSO Regional, Area and Section Referee, Coach, Instructor and Assessor. Other hobbies include strength training and fitness - A strong body contributes to a healthy mind.
Timeline
Financial Consultant, Sr.
Anthem Inc./Elevance Health
02.2008 - 09.2024
Financial Analysis Manager
WellPoint Inc.
09.2006 - 02.2008
Senior Financial Analyst
WellPoint Inc.
05.2003 - 09.2006
Financial Analyst
WellPoint Inc.
08.2002 - 05.2003
Accountant II
Kinko's, Inc.
10.1998 - 05.2002
Staff Accountant
Vance, Thrift and Biller LLP
09.1996 - 09.1998
Bachelor of Science - Accounting
Regis University
Teaching Credential - English - Secondary Education
University of California - Santa Cruz
Bachelor of Arts - English Literature
University of California, Santa Barbara
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