Windows, MS Office (Excel, SQL, PowerPoint, Word, Access, Outlook), V-Lookup, Pivot Tables, Salesforce, QuickBooks, Oracle Hyperion Enterprise, Business Intelligence, SAP, People Soft, Risk Analysis, Ratio Analysis, Internal Auditing, Metrics & Measurement, Mergers & Acquisitions
Robert Keith Yates
Marietta,GA
Summary
Accomplished Financial Planning Analyst and Manager with a proven track record of leading successful planning, forecasting, and process improvement initiatives. Maximizes productivity, enhances system efficiencies, and delivers insightful financial analysis to drive strategic decision-making. Possesses a unique blend of technical, accounting, operations, and leadership expertise complemented by advanced finance studies.
Overview
12
12
years of professional experience
Work History
Sr. Financial Planning Analyst
Strativia GSA Government Contractor
06.2020 - 12.2024
- Responsible for planning and executing the planning and forecasting activities to ensure proper recording of annual budget plans and forecasts
- Prepare monthly Senior Management variance report highlighting significant variances including cash flow and capital expenditures spending
- Performed financial modeling with various assumptions and provided analytical support for reporting
- Provided leadership in reporting enhancements & process improvements to improve efficiency
- Performed analysis of financial key performance indicators (KPI) making predictions and advising the business partners by 'telling the story' including commentary on variance for budgets owners & management
- Served on the Expense Reduction Team, created reports and analyzed vendor data, reducing non-personnel expense by 15%
- Reduced monthly forecast variance from 11% to 5% thoroughly examining past expenses & collaborating with the budget owners ensuring the most up to date information was incorporated in the forecast
Sr. Financial Analyst
CarMax Auto Finance Corporate
11.2017 - 06.2020
- Responsible for developing and reporting the Financial Planning and Analysis models
- Applied financial knowledge in order to read and interpret financial statements, develop business cases using financial information (revenue, forecasts, costs) and plan and effectively manage budgets
- Supported financial review and analysis of potential acquisitions and project ROI
- Managed the revenue recognition process as well as preparing sales reports
- Carried out detailed margin analysis that met business probability targets
- Owned pricing database – market, competitive, historical and strategy and all revisions
- Set up custom templates to help hit short deadlines to prepare ad hoc reports for presentations to Senior Management (profit & cash flow analysis, preliminary revenue/expense estimates before final close, revenue growth figures)
Finance Manager
City of Atlanta – Office of Revenue (Lay-off)
03.2017 - 11.2017
- Responsible for managing the Financial Planning and Analysis activities to drive accurate forecasts with customized modeling and analytical support
- Managed the day to day division operations
- Worked directly with Executive and Senior Operations to solve financial challenges implementing initiatives, developing business strategies and standard operating procedures
- Executed short and long-term comprehensive plans and strategies to reach department goals
- Drafted quarterly economic analysis reports highlighting business trends along with potential opportunities and risks
- Responsible for tracking of metrics and measurements for department
- Recommended innovative alternatives to generate revenue and reduce unnecessary costs
- Reviewed wide range of legal documents for financial considerations
- Created presentations to detail revenue categories and trends
- Updated monthly, quarterly, and yearly variance and analysis documentation
- Generated monthly, quarterly and full year budgets for presentation to Senior Management
Financial Analyst
Nextraq
09.2013 - 03.2017
- Responsible for managing revenue and cost analysis duties for Operations Department with direct supervision over other departments
- Introduced the new accounting system (Oracle), oversaw the training of the Finance Department, enhanced operational procedures, streamlined workflow, introduced process improvements and implemented strict cost controls
- Responsible for making sure Finance, Customer Service and Sales teams were performing their jobs correctly and more efficiently
- Key role in budget and administration
- Key role in reporting the month-end closing activities including preparation of sales costs drivers along with providing department spending and sales volume variance analysis
- Responsible for reporting to Senior Management weekly and monthly sales results versus revenue forecasts, history, and strategic plan variances
- Prepared excel reports that consolidate locations using pivot tables, V-lookup and formulas
- Responsible for providing feedback to management on sales cost drivers and development plan to increase profitability
- Assists in pricing, financial modeling
Financial Analyst
Stargate Mobile
03.2010 - 03.2013
- Company Overview: (downsized)
- Responsible for developing, reporting, and selling the company's prepaid mobile service in the B2B market, channel, and affiliation sales arenas in a startup company
- Oversaw distribution accounts and served on team for the management of $10 million account dollars
- Managed the revenue recognition process as well as preparing sales reports
- Responsible for the Cost and Financial accounting support to the Senior Controller
- (downsized)
- As Oracle Hyperion Enterprise admin helped reduce month-end close reporting days by 50%
- Played a major role in reducing department costs 25% using variance analysis
Education
MBA - Business Economics
Georgia State University
Atlanta, GABachelor of Arts - Economics, Pre-Law
Ohio University
Athens, OHSkills
- Financial Modeling & Forecasting
- Cross-Functional Team Leadership
- Automated Accounting Systems
- P&L Management & Accountability
- Strategic Planning
- Financial Analysis
- Presentation & Communication Skills
- Cost Avoidance & Reduction
- Variance Analysis
- GAAP, SOX and SEC Compliance
Software
Interests
Disabilities Rights Advocate, Personal Training Licensee, Ohio University Football: Running Back and Coach
Timeline
Sr. Financial Planning Analyst
Strativia GSA Government Contractor
06.2020 - 12.2024
Sr. Financial Analyst
CarMax Auto Finance Corporate
11.2017 - 06.2020
Finance Manager
City of Atlanta – Office of Revenue (Lay-off)
03.2017 - 11.2017
Financial Analyst
Nextraq
09.2013 - 03.2017
Financial Analyst
Stargate Mobile
03.2010 - 03.2013
MBA - Business Economics
Georgia State University
Bachelor of Arts - Economics, Pre-Law
Ohio University
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