Open to opportunities

Robert Ramos

@robertramos

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Assistant Director of Finance at Galveston Wharves, developing five-year forecasts and Board financial reporting.

United States

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What I'm looking for

I'm open to new and challenging assignments.

At Galveston Wharves, I direct the annual budgeting cycle and develop a five-year financial forecast to support executive strategic and capital planning. I also prepare monthly financial reporting and presentations for the Board of Trustees.

Previously, I coordinated budgeting and forecasting across higher education, healthcare, nonprofit, and corporate environments. My work has included grant and audit coordination, ACFR reporting, financial dashboards, and decision support for leadership.

Experience

Work history, roles, and key accomplishments

Current

Assistant Director of Finance

Current

Galveston Wharves

Sep 2023 - Present (3 years)

Directs the end-to-end annual budgeting cycle and development of a 5-year financial forecast. Manages internal financial reporting and produces monthly executive presentations for the Board of Trustees.

Budgeting Forecasting Financial Reporting Executive Presentation Capital Projects Grant Accounting Fixed Asset Accounting Contract Compliance Audit Coordination ACFR

Senior Financial Analyst

American Jewish World Service

Aug 2021 - Sep 2023 (2 years 1 month)

Coordinated the $46M annual budgeting process and monitored restricted grants for covenant compliance. Completed monthly close processes and prepared monthly financials and quarterly investor reports.

Budgeting Financial Reporting Grant Management Monthly Close Forecasting Salesforce Contract Performance Monitoring

Senior Analyst – IT, HR & Budget

Rice University

Jun 2019 - Aug 2021 (2 years 2 months)

Served as strategic partner to the CIO in developing OIT financial goals and managed the $25M annual budget process. Provided financial reporting to CIO and OIT VPs and managed one AP/AR clerk.

Budgeting Financial Reporting Forecasting Accounts Payable Accounts Receivable Concur HR Collaboration

Senior Financial Analyst

The University of Texas Medical Branch

Oct 2017 - Jun 2019 (1 year 8 months)

Prepared monthly and year-to-date management and variance reports and provided decision support to management. Coordinated the $550M annual budget process and developed KPI dashboards.

Variance Analysis Budgeting Forecasting KPI Dashboards Hyperion Peoplesoft Training

Finance Manager – 7 Hospitals

Aramark @ Houston Methodist

Jun 2008 - Mar 2017 (8 years 9 months)

Coordinated and developed the $30M annual operations budget for a large hospital client, multiple sites, and 25 departments. Developed pro formas and analyzed business opportunities for revenue potential and profitability.

Budgeting Financial Analysis Pro Forma Development Benchmarking Dashboarding Risk Assessment

Manager of Financial Planning and Analysis

Universal American

Jun 2005 - Jun 2008 (3 years)

Directed the planning and development process to prepare the comprehensive $250M annual plan covering all corporate entities. Developed quarterly re-forecasts and managed two financial analysts.

Financial Planning Forecasting Cash Flow Management Capital Requirements Team Leadership