Summary
Work History
Education
Skills
Timeline
Generic

Robert Trageser

Belton,MO

Summary

Accomplished Finance professional with expertise in financial management and process automation. Proven ability to lead cross-functional teams, enhance operational efficiency, and implement innovative solutions that drive bottom-line financial results.

Work History

Finance RPA Manager LBSA

SS&C Technologies
Kansas City, Missouri
2024 - 2026
  • Established and managed a new RPA team for the Finance organization staffed by 3 highly skilled developers.
  • Implemented 180+ RPA digital workers to automate 250+ processes resulting in 75K in annual human hour savings.
  • Identified 500+ process improvement opportunities projected to contribute millions annually to financial margins.
  • Presented a new contract centralization solution designed to unify 12 platforms containing 10M+ documents leveraging Chat BOT integration.
  • Chaired an executive steering committee to develop, prioritize and attain leadership goals and vision.
  • Conducted regular meetings with staff to discuss progress, identify challenges, and develop solutions.

Lead Business Systems Analyst

SS&C Technologies
Kansas City, Missouri
2021 - 2024
  • Analyzed business requirements to enhance software solutions at SS&C Technologies, driving alignment with user needs.
  • Managed user acceptance testing across ERP and billing systems to ensure alignment with business needs.
  • Evaluated existing systems, identifying improvement opportunities that led to cost savings and increased productivity.
  • Developed application integrating sales commission calculations for 20+ sales personnel, improving accuracy and efficiency.
  • Managed collaboration with developers, designers, product owners, QA testers, and stakeholders throughout SDLC from concept to delivery, ensuring alignment with business objectives.
  • Contributed to CITRIX cloud computing VDI solution development, enabling support for 700+ users and enhancing operational capabilities.
  • Set up a new cloud-based SQL server environment hosting 20 databases and 100M+ data lines.

Sr Business Systems Analyst

SS&C Technologies
Kansas City, Missouri
2018 - 2021
  • Architected an Oracle based cost allocation system to calculate profitability margins for 200+ customers and products.
  • Designed a new integrated solution to standardize billing approvals and invoicing saving 40K+ hours annually across customer billing.
  • Developed test plans and executed testing for Linux and SQL based ERP system implementations, ensuring functionality and reliability.
  • Created complex SQL queries to generate analytical reports and ERP system data feeds, facilitating data-driven decision-making.
  • Performed root cause analysis on production incidents, identifying corrective actions to enhance system stability.
  • Implemented process automation solutions using scripting languages such as VBA.
  • Led cross-functional teams including developers, testers, and designers.

Finance HRIS Supervisor

SS&C Technologies (DST Systems)
Kansas City, Missouri
2015 - 2018
  • Developed a new staffing, compensation and employee budgeting and forecasting application for 2,200+ associates.
  • Created leadership dashboards for tracking employee staffing including attrition, new hires, requisitions, transfers and compensation events across 200+ departments.
  • Collaborated with IT to ensure seamless HRIS integration between PeopleSoft ERP and Oracle reporting.
  • Monitored system performance and resolved issues to enhance user experience.
  • Supported Finance and HR initiatives by generating reports from the HRIS recipient system for analysis.

Finance HRIS Consultant

SS&C Technologies (DST Systems)
Kansas City, Missouri
2011 - 2015
  • Analyzed client needs to develop tailored consulting solutions.
  • Facilitated working sessions to gather requirements and align project goals.
  • Developed documentation for project deliverables and client presentations.
  • Analyzed complex information from multiple sources to identify patterns and trends supporting decision making.
  • 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

SS&C Technologies (DST Systems)
Kansas City, Missouri
2006 - 2011
  • Analyzed financial data to support key decision makers and stakeholders.
  • Prepared comprehensive financial reports for management review and strategy development.
  • 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.
  • 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.

Staff Financial Analyst

SS&C Technologies (DST Systems)
Kansas City, Missouri
2001 - 2006
  • Developed financial models to forecast $100M+ 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 and forecasts.
  • Analyzed complex financial information to offer recommendations to management, driving strategic vision.
  • Drafted presentations summarizing key findings from financial analyses and actionable decision paths.
  • Evaluated new business opportunities and conducted feasibility studies to assess financial viability.
  • Implemented cost-saving measures by analyzing expense reports and identifying inefficiencies.

Financial Analyst

SS&C Technologies (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

SS&C Technologies (DST Systems)
Kansas City, Missouri
1998 - 2000
  • Monitored balance sheets and income statements, evaluating financial performance to identify trends and areas for improvement.
  • Supported annual budgeting by analyzing financial data and providing actionable insights for decision-making.
  • Prepared reports on budget variances for internal stakeholders, enhancing understanding of financial performance and enabling strategic adjustments.
  • Maintained accurate records in accounting software, ensuring data integrity for reliable financial reporting.
  • Created journal entries accurately and timely for month end close processes.
  • Collaborated with the team to streamline accounting processes, increasing workflow efficiency.
  • Collaborated with the team to streamline accounting processes, increasing workflow efficiency.

Education

MBA - Information Technology

Devry University, Keller Graduate School
Kansas City, MO

Bachelor of Science - Finance

University of Central Missouri
Warrensburg, MO

Certification Course Work - Information Technology

Centriq Training
Kansas City, MO

Skills

  • Robotic Process Automation (RPA)
  • RPA Technology Integration
  • KPI Development
  • Agile Project Delivery
  • Six Sigma Principles
  • Strategic Planning
  • Financial Modeling
  • Financial Analytics
  • Data Visualization
  • Budgeting and Forecasting
  • Operational Efficiency
  • Database Administration (DBA)
  • Root Cause Analysis (RCA)
  • Work Breakdown Structure
  • Virtual Desktop Infrastructure
  • Amazon Web Services (AWS)
  • SQL Development (SQL)
  • Oracle Hyperion (EAS)
  • Workday Financials
  • PeopleSoft Financials
  • Visual Basic Scripting (VBA)
  • Transact-SQL (T-SQL)

Timeline

Finance RPA Manager LBSA

SS&C Technologies
2024 - 2026

Lead Business Systems Analyst

SS&C Technologies
2021 - 2024

Sr Business Systems Analyst

SS&C Technologies
2018 - 2021

Finance HRIS Supervisor

SS&C Technologies (DST Systems)
2015 - 2018

Finance HRIS Consultant

SS&C Technologies (DST Systems)
2011 - 2015

Sr Financial Analyst

SS&C Technologies (DST Systems)
2006 - 2011

Staff Financial Analyst

SS&C Technologies (DST Systems)
2001 - 2006

Financial Analyst

SS&C Technologies (DST Systems)
2000 - 2001

Accountant

SS&C Technologies (DST Systems)
1998 - 2000

MBA - Information Technology

Devry University, Keller Graduate School

Bachelor of Science - Finance

University of Central Missouri

Certification Course Work - Information Technology

Centriq Training

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Robert Trageser