Summary
Work History
Education
Skills
Timeline
Generic

Robert Trageser

Belton,MO

Summary

Strategic finance and technology leader with over 30 years of experience in financial operations, business systems, database development, and robotic process automation. Expertise in streamlining workflows and implementing technology solutions to enhance operational efficiency and financial performance. Skilled in process optimization and cross-functional collaboration to deliver innovative solutions that improve productivity and reduce costs. Detail-oriented leader specializing in robotic process automation and data analysis. Recognized for identifying process improvement opportunities, fostering cross-departmental collaboration, and achieving measurable cost reductions.

Work History

Robotic Process Automation Leader

SS&C Technologies
Kansas City, Missouri
2024 - 2026
  • Led cross-functional teams to enhance operational efficiency and process improvements.
  • Coordinated project timelines and resources to ensure timely deliverables.
  • Implemented best practices for project management and team collaboration.
  • Analyzed workflow processes to identify areas for improvement and optimization.
  • Facilitated regular team meetings to foster communication and alignment on goals.
  • Coached and mentored individuals on professional development goals.
  • Assessed team performance against established goals and objectives.
  • Conducted regular meetings with staff to discuss progress, identify challenges, and develop solutions.
  • Facilitated collaboration between departments to ensure successful project completion.
  • Developed and implemented strategies to improve team performance and productivity.
  • Implemented effective communication protocols within the organization.
  • Participated in potential new hire interviewing sessions to help identify qualified candidates.
  • Monitored employee productivity to provide constructive feedback and coaching.
  • Identified opportunities for process improvements, leading to cost reductions and increased productivity.
  • Managed team of XX employees, ensuring high productivity and quality standards were met.
  • Streamlined workflow processes, reducing project completion times.
  • Fostered a positive and motivating work environment, leading to an increase in team morale.
  • Implemented successful business strategies to increase revenue and target new markets.

Lead Business Analyst

SS&C Technologies
Kansas City, Missouri
2021 - 2024
  • Analyzed business requirements to enhance software solutions at SS&C Technologies.
  • Facilitated stakeholder meetings to gather feedback and refine project deliverables.
  • Created workflow diagrams to visualize processes and identify improvement areas.
  • Managed user acceptance testing to ensure alignment with business needs.
  • Evaluated existing systems and identified opportunities for improvement such as cost savings or increased productivity gains.
  • Worked closely with project managers, developers, designers, product owners, QA testers and other stakeholders throughout the entire SDLC cycle from concept through delivery.
  • Assisted in developing strategies for integrating multiple systems into a single unified platform.
  • Performed root cause analysis of production issues and proposed solutions for resolution.
  • Aligned business strategies and objectives with the capabilities and constraints of business IT systems.
  • Assessed potential risks, identified risk mitigation strategies, and implemented risk control measures.

Sr Business Systems Analyst

SS&C Technologies
Kansas City, Missouri
2018 - 2021
  • Analyzed business requirements and translated them into technical specifications.
  • Developed test plans and executed testing for new system implementations.
  • Evaluated existing systems, identifying opportunities for process improvement initiatives.
  • Created complex SQL queries to generate reports from multiple data sources.
  • Developed business requirements documents and functional specifications for IT projects.
  • Performed root cause analysis on production incidents to determine corrective actions.
  • Assessed impact of changes to existing systems due to upgrades or enhancements.
  • Acted as a liaison between business units and technology teams when needed.
  • Implemented process automation solutions using scripting languages such as JavaScript or Python.
  • Collaborated with cross-functional teams including developers, testers, and designers.
  • Designed new computer programs by analyzing requirements and constructing workflow charts and diagrams.
  • Participated in system testing activities such as unit, integration, and acceptance tests.
  • Developed and managed project plans while providing status updates to management.
  • Expanded or modified system to serve new purposes or improve workflow.

Finance HRIS Supervisor

DST Systems
Kansas City, Missouri
2015 - 2018
  • Managed HRIS system updates and maintenance for employee data accuracy.
  • Collaborated with IT to ensure seamless HRIS integration with existing systems.
  • Monitored system performance and resolved issues to enhance user experience.
  • Coordinated user access and permissions within the HRIS platform.
  • Supported HR initiatives by generating reports from the HRIS system for analysis.
  • Analyzed trends in employee turnover, absenteeism, recruitment, retention.
  • Collaborated with other departments to identify gaps in processes related to HRIS.
  • Worked closely with payroll staff to ensure timely processing of payroll information.
  • Analyzed employment-related data and prepared reports.

Finance HRIS Consultant

DST Systems
Kansas City, Missouri
2011 - 2015
  • Analyzed client needs to develop tailored consulting solutions.
  • Facilitated workshops to gather requirements and align project goals.
  • Developed documentation for project deliverables and client presentations.
  • Analyzed complex information from multiple sources to identify patterns or trends.
  • Collaborated with stakeholders to define project scope, objectives and deliverables.
  • Managed multiple projects simultaneously ensuring timely completion within budget constraints.
  • Analyzed key performance indicators to identify effective strategies.

Sr Financial Analyst

DST Systems
Kansas City, Missouri
2006 - 2011
  • Analyzed financial data to support business decision-making processes.
  • Prepared comprehensive financial reports for management review and strategy development.
  • Collaborated with cross-functional teams to streamline budgeting and forecasting processes.
  • Developed financial models to assess project viability and resource allocation.
  • Conducted variance analysis to identify discrepancies in financial performance.
  • Implemented process improvements to enhance reporting efficiency and accuracy.
  • Collaborated with cross-functional teams to develop annual operating budgets and long-term strategic plans.
  • Evaluated new business opportunities and conducted feasibility studies to assess financial viability.
  • Collaborated with senior management to develop and monitor key financial performance indicators (KPIs).
  • Implemented cost-saving measures by analyzing expense reports and identifying inefficiencies.
  • Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions.

Staff Financial Analyst

DST Systems
Kansas City, Missouri
2001 - 2006
  • Analyzed financial data to support strategic decision-making processes.
  • Developed financial models to forecast revenue and expenses.
  • Collaborated with cross-functional teams to gather financial insights.
  • Prepared detailed reports for management review and analysis.
  • Conducted variance analysis to identify discrepancies in budgets.
  • Assisted in the preparation of annual budgets and forecasts.
  • Utilized Excel and financial software for data analysis tasks.
  • Analyzed complex financial information to offer recommendations to management, driving decision-making.
  • Drafted presentations summarizing key findings from financial analyses.
  • Evaluated new business opportunities and conducted feasibility studies to assess financial viability.
  • Implemented cost-saving measures by analyzing expense reports and identifying inefficiencies.
  • Analyzed budgets and implemented action plans to rectify issues.
  • Developed financial analysis reports and presentations by applying acquired financial principles.

Financial Analyst

DST Systems
Kansas City, Missouri
2000 - 2001
  • Analyzed financial data to identify trends and support business decisions.
  • Prepared detailed reports for management review and strategic planning.
  • Collaborated with cross-functional teams to optimize budgeting processes.
  • Assisted in forecasting and modeling financial scenarios for projects.
  • Conducted variance analysis to assess performance against budget targets.
  • Prepared monthly balance sheets, income statements, cash flow statements, budgets.
  • Evaluated complex financial information from multiple sources to make sound recommendations.
  • Managed portfolio performance by monitoring changes in markets, client objectives, and risk tolerance levels.
  • Analyzed financial statements to assess company health and identify investment opportunities.

Accountant

DST Systems
Kansas City, Missouri
1998 - 2000
  • Managed monthly financial closings and reconciliations for various accounts.
  • Created journal entries accurately and timely for month end close processes.
  • Reported on financial results including balance sheets, income statements, cash flow statements.
  • Monitored balance sheets and income statements to evaluate financial performance.
  • Prepared detailed reports for internal stakeholders on budget variances.
  • Supported annual budgeting efforts by gathering relevant financial data and analysis.
  • Maintained accurate records in accounting software to ensure data integrity.
  • Collaborated with team members to streamline accounting processes and improve efficiency.
  • Investigated and resolved billing issues to maximize cash flow and minimize liabilities.

Education

MBA - Information Technology

Devry University, Keller Graduate School
Kansas City, MO

Bachelor of Science - Finance

University of Central Missouri
Kansas City, MO

Skills

Practical

  • Problem-solving
  • Strategic Planning
  • Data Visualization
  • Project Management
  • Financial Modeling
  • Risk Mitigation
  • Process Improvement
  • KPI Development
  • Financial Management
  • Stakeholder Engagement
  • Action Orientation
  • Analytical Thinking
  • Effective Communication
  • Technical Expertise

Technical

  • Robotic process automation (RPA)
  • Microsoft SQL Server Management Studio
  • Microsoft Business Intelligence (MSBI)
  • Microsoft Visual Basic for Applications (VBA)
  • Oracle Essbase Administration Services (EAS)
  • Oracle Hyperion Planning
  • Oracle Hyperion SmartView
  • Oracle PeopleSoft Financials (ERP)
  • Workday Financial Management
  • Amazon Web Services (AWS)
  • Cloud Computing Solutions
  • Virtual Data Interface (VDI)
  • Jira Project Management
  • ServiceNow Workflow Management

Timeline

Robotic Process Automation Leader

SS&C Technologies
2024 - 2026

Lead Business Analyst

SS&C Technologies
2021 - 2024

Sr Business Systems Analyst

SS&C Technologies
2018 - 2021

Finance HRIS Supervisor

DST Systems
2015 - 2018

Finance HRIS Consultant

DST Systems
2011 - 2015

Sr Financial Analyst

DST Systems
2006 - 2011

Staff Financial Analyst

DST Systems
2001 - 2006

Financial Analyst

DST Systems
2000 - 2001

Accountant

DST Systems
1998 - 2000

MBA - Information Technology

Devry University, Keller Graduate School

Bachelor of Science - Finance

University of Central Missouri

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Robert Trageser