Rob BonatakisManager, Financial Planning & Analysis
As manager of financial planning and analysis for a global leader in maintenance, repair and revitalization services for the energy industry, Rob is known as a “data guru”. He shepherds and coordinates the collection of data from all business units, overseeing corporate budgeting, planning, reporting, capital resourcing and public filings for a $600M company that leads the industry in generating cash. With each line of business using a different general ledger, revenue system and massive Excel spreadsheets, it was difficult to efficiently collect, store, consolidate and report on the financial data, making the financial planning and analysis process difficult, time-consuming and error-prone. A better solution was needed.
Rob spearheaded the initiative to implement a financial performance management (FPM) solution. His experience and finesse with data enabled the company to go from crawling to sprinting in virtually no time. With all the various systems integrated and data now residing in a centralized repository, Rob has been able to eliminate unnecessary manual data gathering and data entry errors, dramatically increasing the efficacy of the financial planning and analysis process. With accurate and consolidated real-time data, Rob uses actual and budget information to do fast, flexible reporting and ad hoc analysis-including the ability to ‘slice and dice’ data by industry, refinery and product line. Processes that used to take hours or even days to complete now take a few right clicks and a couple of F9s and are done in just minutes.
Rob has met and exceeded all expectations in revamping the entire financial planning and analysis system by implementing a world-class BPM solution. He wins rave reviews from his CFO and other senior management members, as well as the individual business units on a continual basis. Everyone loves the BPM system and is thrilled to be working faster, smarter and more strategically.
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