Robert Testerman
Johnson City,Tennessee
Summary
Experienced BP&A Senior Manager with a strong track record in leading financial reporting and operational metrics analysis. Known for driving efficiency and cost optimization through strategic, data-driven decisions. Proven ability to lead teams and enhance business performance through effective budgeting and forecasting.
Overview
28
28
years of professional experience
Work History
BP&A Senor Manager
Citi
Johnson City, Tennessee
01.2022 - 01.2025
- Oversaw a $40 million global workforce optimization budget charge-outs to lines of business for enhanced efficiency.
- Ensured accuracy and compliance of over $300 million offshore invoices for GWFO and USPB.
- Directed headcount forecasting in Workday and resources at Citi for GWFO.
- Spearheaded productivity and expense tracking initiatives, identifying $5 million in productivity saves.
BP&A Lead Analyst
Citi
Johnson City, Tennessee
01.2016 - 01.2022
- Responsible for analysis and reporting of Operational Metrics results for USPB
- Partner with Global Workforce Management to review and analyze business performance
- Provide leadership, analytics, and insights during service level analysis reviews
- Analyze business performance through effective comparisons of capacity plans and business operational metrics, resulting in metrics variance explanations and/or presentations
- Responsible for analyzing operational volumes, including the productiveness associated with overall operations business units
Financial Rep Lead Analyst
Citi
Johnson City, Tennessee
01.2013 - 01.2016
- Responsible for analysis and reporting of Operational Expense results for Citi Cards portfolios
- Partner with Operations Management to review and analyze business performance
- Provide leadership, analytics, and insights during plan, forecast and month end activities to ensure accuracy of the resulting Operations Expenses
- Responsible for Forecasting/Budgeting for Eservices, Chat, and Offshore units
- Oversee and manage actual expenses and accruals charged to respective businesses and other clients
- Responsible for analyzing operational capacity plans and translating plans into projected financial targets
- Analyze business performance through effective comparisons of expenses and business operational metrics, resulting in expense and metrics variance explanations and/or presentations
- Responsible for analyzing operational volumes, including the productiveness associated with overall operations business units
BP&A Senior Analyst
Citi
Gray, Tennessee
01.2011 - 01.2013
- Rate base reporting for enhanced fraud analytics
- Responsible for analysis and reporting of Operational Expense results for Citi Cards portfolios
- Partner with Operations Management to review and analyze business performance
- Provide leadership, analytics, and insights during plan, forecast and month end activities to ensure accuracy of the resulting Operations Expenses
- Responsible for Forecasting/Budgeting for customer service and credit operational units
- Oversee and manage actual expenses and accruals charged to respective businesses and other clients
- Responsible for analyzing operational capacity plans and translating plans into projected financial targets
- Analyze business performance through effective comparisons of expenses and business operational metrics, resulting in expense and metrics variance explanations and/or presentations
- Responsible for analyzing operational volumes, including the productiveness associated with overall operations business units
Financial Rep Analyst 4
Citi
Gray, Tennessee
01.2006 - 01.2011
- Responsible for analysis and reporting of Operational Expense results for Citi Cards portfolios
- Partner with Operations Management to review and analyze business performance
- Provide leadership, analytics, and insights during plan, forecast and month end activities to ensure accuracy of the resulting Operations Expenses
- Responsible for Forecasting/Budgeting for customer service and credit operational units
- Oversee and manage actual expenses and accruals charged to respective businesses and other clients
- Responsible for analyzing operational capacity plans and translating plans into projected financial targets
- Analyze business performance through effective comparisons of expenses and business operational metrics, resulting in expense and metrics variance explanations and/or presentations
- Responsible for analyzing operational volumes, including the productiveness associated with overall operations business units
Senior Analyst
Citi
Gray, Tennessee
01.2004 - 01.2006
- Provide management with reports on accounts receivable balances and fluctuation
- Responsible for booking all transactions generated through private label credit card transactions
- Investigate and solve reporting issues with vendors to determine solutions
- Prepare balance sheet reviews for senior management
- Internal auditor
Financial Analyst
Five Rivers Electronic Innovations
Greeneville, Tennessee
01.2000 - 01.2003
- Study and collect information to determine standard and actual costs of television manufacturing, including raw material purchasing, inventory, labor demands, and overhead
- Provide senior management with reports, comparing factors affecting prices, profitability of products and explaining/proving monthly budget variances based on documented figures
- Assist with implementation of BaaN IV (Enterprise Resource Planning System)
- Train new accounting department employees
- Responsible for maintaining chart of accounts, financial statements, and integrating all transactions generated through BaaN IV to the general ledger
- Investigate system problems and worked with software vendors to determine solutions
- Internal auditor for ISO 9001
Corporate Accountant
Five Rivers Electronic Innovations
Greeneville, Tennessee
01.1997 - 01.2000
- Conduct audits for management, assessing the effectiveness of controls on raw, WIP, and finished goods inventory.
- Review daily inventory reports to verify the accuracy of WIP and finished goods.
- Prepare monthly inventory reports.
Education
Bachelor of Business Administration - Accounting
North Georgia University
Dahlonega, GA01.1997
Skills
- Strategic communication
- Leadership in financial strategy
- Advanced data analysis
- Team management
- Financial compliance
- P&L management
- Client and vendor relations
- Technology systems
- Data-driven decision making
- IBM Planning Analytics and Essbase
- Headcount management
- Operational metrics analysis
- Financial reporting
- Budgeting and forecasting
- Business performance analysis
Timeline
BP&A Senor Manager
Citi
01.2022 - 01.2025
BP&A Lead Analyst
Citi
01.2016 - 01.2022
Financial Rep Lead Analyst
Citi
01.2013 - 01.2016
BP&A Senior Analyst
Citi
01.2011 - 01.2013
Financial Rep Analyst 4
Citi
01.2006 - 01.2011
Senior Analyst
Citi
01.2004 - 01.2006
Financial Analyst
Five Rivers Electronic Innovations
01.2000 - 01.2003
Corporate Accountant
Five Rivers Electronic Innovations
01.1997 - 01.2000
Bachelor of Business Administration - Accounting
North Georgia University