Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Robert Natale

Senior Finance Analyst
Boston,MA

Summary

I am a skilled finance professional with a robust background in financial planning, tax preparation, and strategic analysis. I have managed complex tax compliance across multiple countries, even during challenging geopolitical situations, ensuring accuracy and efficiency. My experience includes automating tax-related processes, saving significant time and resources, and optimizing financial strategies. I have also been instrumental in developing comprehensive financial models, identifying cost-saving opportunities, and improving reporting processes. My work consistently focuses on enhancing operational efficiencies, refining budget management, and delivering strategic insights to drive business success.

Overview

4
4
years of professional experience
2
2
Certifications

Work History

Global Product Organization - Sr. Finance Analyst

Aptiv PLC (Automotive Technology)
8 2024 - Current
  • Pioneered Development of Product Business Cases: Continued to lead the creation and refinement of the organization’s product business cases, setting a precedent for future financial modeling, pricing strategies, and sales targets.
  • Finance Business Partner: Maintained a pivotal role as the financial business partner for the Advanced Safety Group, managing a $104M budget and optimizing resource allocation for an 800-member team to enhance operational efficiency and support strategic financial planning.
  • Financial Reporting: Developed and maintained comprehensive financial reports for the Advanced Safety Team, providing detailed analysis and insights on drivers affecting VTB (Variance to Budget) and VTF (Variance to Forecast).
  • New Engineering Cost Tracking Process: Designed and implemented a process for tracking and reporting customer-specific engineering costs in the centralized R&D team, enabling improved financial oversight and reporting.
  • Innovation in P&L Burden Metrics: Advanced the use of product-specific R&D burdens for program quotes, managing up to ~$8.6B in potential revenue, thus providing more precise program profitability metrics.


Finance Leadership Development Program: Global Product Organization – FP&A

Aptiv PLC (Automotive Technology)
8 2023 - 7 2024
  • Pioneered Comprehensive Product Business Cases: Spearheaded the development of the organization's inaugural official product business cases. This initiative established a robust framework for financial modeling, strategic pricing, and setting sales targets, significantly enhancing the accuracy and reliability of financial projections.
  • Finance Business Partner: Managed a substantial $104M budget, optimizing the allocation of resources across an 800-member team. This role was pivotal in driving efficiency and supporting high-level strategic financial planning, aligning financial resources with organizational objectives.
  • Enhanced Market Competitiveness Through Pricing Models: Collaborated closely with Product Management to devise and implement customer-specific pricing models. These efforts not only boosted profitability but also enhanced the company's competitive edge in the market.
  • Innovative Product-Specific P&L Burdening: Introduced and implemented the first-ever product-specific P&L burdening approach, accurately accounting for program quotes valued at approximately $8.6B. This innovation provided the organization with precise metrics for assessing program profitability.
  • Strategic Software Pricing and Volume Optimization: Developed critical pricing strategies and volume metrics for software products. This strategic initiative ensured the organization consistently met its operating income (OI) thresholds, thereby safeguarding financial health.
  • Comprehensive Budget Attribution and Tracking: Effectively attributed the entire GPO budget, encompassing both direct and indirect expenses (~$280M), to specific products and product families. Created detailed tracking metrics to compare planned expenditures against actual spending, thereby enhancing financial accountability and oversight.

Finance Leadership Development Program: Aptiv Analytics - Insights

Aptiv PLC (Automotive Technology)
08.2022 - 08.2023
  • Enhanced Supply Chain Visibility and Cost Mitigation: Improved transparency in shipping lanes and methods amidst the supply chain crisis, resulting in an expected cost reduction of 15% - 25%.
  • KPI Development for Carrier Performance: Created and refined key performance indicators (KPIs) focused on evaluating carriers to identify the most cost-effective and timely options.
  • Commercial Tableau Dashboards: Developed dashboards to analyze discrepancies between customer/OEM EDI and order quantities, identifying patterns of volume overstatements aimed at securing better pricing. This project uncovered discrepancies where volumes were overstated by up to 30%.
  • Automation of SAP Inventory Compliance: Developed and automated the SAP part-to-finished goods inventory list for compliance with NAFTA guidelines, ensuring a 100% compliance rate and reducing manual processing time by 50%, saving approximately 200 hours annually.
  • GPO “People Model” Dashboard: Designed a comprehensive dashboard to track and forecast salary ranges, costs per head by location, and projected salary increases and attrition rates across various product groups.

Finance Leadership Development Program: Global Tax Accounting, Reporting & Process Governance

Aptiv PLC (Automotive Technology)
05.2021 - 08.2022
  • International Tax Preparation: Managed tax preparation for 10 countries, including Ukraine and Russia, during the onset of the Ukraine/Russia War. This involved navigating complex and rapidly changing tax regulations.
  • Strategic Tax Planning: Identified and executed tax-saving opportunities by relocating legal entities across different countries, optimizing the corporation's global tax position.
  • Year-End Tax Schedule Preparation: Prepared five end of year tax schedules, which were integrated into the corporation's 10Q and 10K filings, ensuring accurate and compliant financial reporting.
  • Automation of Year-End Tax Schedules: Automated five year-end tax schedules, resulting in over 30 hours of work saved and increasing efficiency in tax reporting processes.
  • Automation of Cash Tax Collection and Audit Tracker: Streamlined the monthly cash tax collection and Audit & Litigation Tracker processes for over 120 legal entities, saving approximately 850 hours annually. This automation enhanced accuracy and reduced manual workload significantly.

FP&A Intern

United Airlines Inc
06.2020 - 08.2020
  • Customer Service Case Study: Collaborated with fellow FP&A interns on a comprehensive summer case study to analyze and address customer service issues related to carry-on bags.
  • Market Research and Innovation: Conducted extensive market research to identify trends in customer service and emerging technologies. Proposed innovative solutions, including the use of augmented reality to estimate baggage capacity, enhancing the customer experience.
  • Financial Modeling and Scenario Analysis: Built detailed financial models and tested various scenarios to evaluate the impact of proposed changes on all three financial statements. This analysis helped to forecast financial outcomes and assess feasibility.
  • Presentation to Senior Leadership: Presented the final solution to the CFO of United Airlines, illustrating the benefits of integrating augmented reality into the United App. Demonstrated how this technology could improve customer satisfaction and operational efficiency.
  • Exposure to Airline Industry and Stress Testing: Engaged with high-level executives to gain insights into the airline industry. Learned how to stress-test financial models against potential economic and corporate changes, enhancing the robustness of financial projections.

Education

Bachelor of Science in Business - Finance & Business Analytics

Indiana University, Kelley School of Business
Bloomington, IN

Skills

    Data Analysis

    Product Pricing

    Commercial Finance

    Finance Business Partner

    Leadership

    Operational Excellence

    Finance Transformation

    Financial Modeling

    FP&A

    LinkedIn Excel Certificate

    Alteryx & Tableau Training Course

    Internal Controls

Certification

AI Fundamentals for Non-Data Scientists, University of Pennsylvania - Wharton, https://coursera.org/verify/AL3SLFLC2EYV, 07/01/24

Timeline

Finance Leadership Development Program: Aptiv Analytics - Insights

Aptiv PLC (Automotive Technology)
08.2022 - 08.2023

Finance Leadership Development Program: Global Tax Accounting, Reporting & Process Governance

Aptiv PLC (Automotive Technology)
05.2021 - 08.2022

FP&A Intern

United Airlines Inc
06.2020 - 08.2020

Global Product Organization - Sr. Finance Analyst

Aptiv PLC (Automotive Technology)
8 2024 - Current

Finance Leadership Development Program: Global Product Organization – FP&A

Aptiv PLC (Automotive Technology)
8 2023 - 7 2024

Bachelor of Science in Business - Finance & Business Analytics

Indiana University, Kelley School of Business

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Robert NataleSenior Finance Analyst