Robert Butler
Cross Plains
Summary
Senior management professional, bringing strategic leadership and operational excellence to drive organizational success. Skilled in project management, team collaboration, and process optimization with keen focus on achieving results. Adept at navigating complex challenges, fostering culture of accountability, and adapting to evolving business needs. Known for strong decision-making, effective communication, and building high-performing teams.
Overview
18
18
years of professional experience
Work History
Senior Manager, Business Finance
TruStage (formally Cuna Mutual Group)
11.2012 - Current
- Financial business partner for internal FinTech customers
- Manage P&L and expense budgets for multiple areas
- Helped establish companywide Expense Framework
- Help align corporate strategy with financial decisions
- Prep board materials for Senior Leaders
- Establish multi-year Financial forecast
- Prepare annual business planning materials
- Developed SaaS P&L and KPIs for start up FinTech company
- Supported strategic decision-making with thorough analysis of key performance indicators and trends.
- Created SaaS unit economics framework
- Provided strong leadership to enhance team productivity and morale.
- Led cross-functional teams to achieve project milestones and deliver high-quality results.
- Executed appropriate staffing and budgetary plans to align with business forecasts.
- Prepared reports analyzing specific aspects of department structures, functions and operational procedures and recommended ways to improve productivity.
- Enhanced forecast reliability through the development of robust financial models and scenario analyses.
- Optimized resource allocation by assisting in the annual budget planning process and identifying areas for improvement.
- Ensured compliance with accounting standards and regulations by maintaining accurate financial records and documentation.
- Facilitated cross-functional collaboration, sharing insights from financial analysis with key stakeholders to drive business growth.
- Improved budgeting efficiency by implementing a standardized process for departmental input collection.
- Enabled informed decision-making with timely delivery of ad hoc reports tailored to specific stakeholder needs.
- Assisted in M&A activities such as valuation analyses, due diligence support, and post-acquisition integration efforts to maximize deal value realization.
Senior Analyst, FP&A
TruStage (formally Cuna Mutual Group)
11.2012 - Current
- Oversee quarterly forecasting process and annual planning cycle
- Maintain the Planning and Forecasting system
- Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
- Improved company efficiency with the development of key performance indicators and tracking metrics.
- Nurtured strong working relationships with clients, ensuring their needs were met while exceeding expectations on deliverables.
- Created dashboards to monitor and track key performance indicators.
- Created data models to support decision-making processes.
- Generated ad-hoc reports to evaluate specific business requirements.
- Generated standard and custom reports to provide insights into business performance.
- Utilized data visualization techniques to present and explain complex data sets.
Financial Data Quality and Control Analyst, Accounting Operations
Cuna Mutual Group
11.2012 - Current
- Produce and process standard monthly entries
- Reconcile balance sheet account
- Produce and analyze monthly entity financial statements
- Perform monthly analytics of entities
- Implement automated accounting system feed
- Document accounting processes and workflows
- Perform ad-hoc reports and projects
Corporate Accountant
Gordon Flesch Company Inc.
01.2007 - 11.2012
- Produce and Analyze Monthly Financial Statements.
- Research and Analyze tax issues for different states.
- Prep and oversee sales tax audits
- Developed and produced sales and service bonus programs.
- Prepared Analytical Reports and Projects for Senior Management.
- Prepare and file monthly sales tax returns.
- Prepare worksheets for Income tax filings for multiple states.
- Research expenses and revenues monthly.
- Produce new reports to help management understand trends and monthly progress.
- Manage Promotional funds received to help increase sales.
- Prepare the fiscal year budget and track variances month to month.
Education
Bachelor’s degree - Accounting
University of Wisconsin – Whitewater
05.2007
Skills
- Proficient in: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Microsoft Power BI, Business Objects, BPC/EPM, PeopleSoft, and Workday
Timeline
Senior Manager, Business Finance
TruStage (formally Cuna Mutual Group)
11.2012 - Current
Senior Analyst, FP&A
TruStage (formally Cuna Mutual Group)
11.2012 - Current
Financial Data Quality and Control Analyst, Accounting Operations
Cuna Mutual Group
11.2012 - Current
Corporate Accountant
Gordon Flesch Company Inc.
01.2007 - 11.2012
Bachelor’s degree - Accounting
University of Wisconsin – Whitewater
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