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Robin E. Davidson
4556 W 100 S 317-287-5171New Palestine, IN 46163 [email protected]
Professional Experience
Anthem, Inc. Indianapolis, IN July 2005 – Present
Financial Consultant Sr. Created training documents for using Smart View. Was asked by manager to be SME for helping the
team transition to this new tool. FDSM will be posting some of the templates I created to worknet. Remained on FDSM Admin Planning team even though no longer with Cost & Budget. FDSM and
C&B asked me to remain on the team as I am considered the expert on the systems. Attend meetings for all subteams and participate in all testing.
Onboarded new associate to the team while also transitioning my C&B responsibilities, and learning my new area all during 8+4 and 2016 Planning.
Participated in admin team Planning Improvement QI project. Made recommendations and created templates to be used by admin team.
Cost and Budget Consultant Completed several process improvements while on the team. Modified reports to calculate and
summarize data more efficiently. Self-taught macros excel programming to run routine files. Created several templates for the analysts to use to help them pull data from essbase. Determined how to start production runs from my cell phone so they could run first thing in the morning during my commute. Created instructions for Hyperion Planning forms, and reviewed all training documents for FDSM.
Worked as part of a team to prepare reporting for ELT and The Board of Directors to aid in their review and decision meetings with forecast and plan data, as well as information needed for current initiatives.
Responsible for overseeing the budget transfer process. Monitored budget transfers for materiality to lines of business by analyzing impacts caused by budget transfers and allocation changes. Supported the field for issues. Conducted extensive testing of the budget transfer system before it opened to resolve issues
Responsible for reviewing and finalizing cost allocation changes. Verified all supporting documentation and approvals were correct and could support an audit. Provided support to the field when they question how the allocation should be structured or if they are having problems with the tool. Responded to audit requests regarding allocations. Met all deadlines and deliverables.
Support analysts for allocation changes, essbase, excel, Hyperion Planning. Essentially help desk for the field for most system they use. Asked to provide one on one and team training for tools and templates due to my expertise.
Financial Consultant Sr. Received 3 VIA awards while in this role. One was awarded by John Cannon while he was interim
CEO for my support of Legal and Compliance. Completed management training courses such as Transition to Management, Candor and Constructive
Confrontation, and Leading Virtual Teams Lead the standardization efforts for the IT-CEE Customer Service Team Lead most team efforts such as Plan and forecast cycles, QI updates, and Training Back-up for manager when she is on PTO for 3 years Onboard all new associates to the IT-CEE CST team Train all promoted associates on the team to their new roles and responsibilities Train analyst in other departments when IT cost centers move to their areas Considered SME in capital budgeting analysis such as NPV, IRR, Payback and lease vs. buy analysis
Robin E. Davidson
Member of various improvements teams such as FIT testing and Forecast/Planning improvement IT-CEE CST SME for Hyperion Planning tools, Essbase functionality, and excel Consistently receive high scores in annual customer satisfaction survey
Financial Analyst Lead Nominated for a Living the Values award for my commitment to customer service Lead an initiative to train all IT cost center managers on BIS Above average customer service score in department as well as highest response rate for the department Automated many of the reporting, forecast and budgeting process activities in excel Held monthly meetings with cost center managers to review monthly performance and inform them of
any upcoming issues such as allocations or forecasts Coached management regarding what the financial concepts represent and how their actions impact the
financial outcomes
Financial Analyst Sr. Prepared financial and business related analyses and research in such areas as financial and expense
performance, rate of return, depreciation, business improvement, and business investment opportunities Prepared budgets, forecasts, trend analyses and expense accruals Provided information for various monthly journal entries. Compiled and prepared standard and adhoc financial reports
Renal Care Group Inc. Indianapolis, IN June 2001 – June 2005
Operations/Financial Analyst Led many continuous quality improvement teams Performed NPV, IRR, and payback analysis to determine opening of new facilities, benefit of new
diagnostic equipment, etc. Budgeted capital, patient growth, and operating expenses for clinics Reduced CPT 15% in the first 6th months of employment Served as a liaison between clinical staff and the business office in matters of operations and finance Assisted Facility Managers with their understanding of operations and accounting issues Held discussions regarding opportunities of improvement with operating personnel, evaluated potential
causes and recommended action plans for improvement. Made recommendations to Regional Managers for the correction of unsatisfactory conditions,
improvements in operations and/or reductions in costs
Education
Kelley School of Business Indiana University at Indianapolis May 2006Masters of Business Administration, Finance
Kelley School of Business Indiana University at Indianapolis December 2001Bachelor of Science Major in Finance Minor in Economics with High Distinction and Honors
Additional Training
Building Business Acumen I Working on a Virtual TeamCareer Power Transition to ManagementOrganizational Savvy Behavior High Performing TeamsCandor and Constructive Confrontation Leader as MotivatorLeading InnovationStrategies for Communicating with Tact and Diplomacy