Rachel Robbins

Rachel Robbins, MBA Santa Barbara, CA |-| - | LinkedIn: Rachel Robbins Profile PROFESSIONAL SUMMARY Targeting: FP&A Manager Role Finance leader with 20+ years of experience helping public and private companies drive growth, improve operational efficiency and make data-driven decisions. Deep expertise in financial planning and analysis, financial modeling and process optimization with a proven ability to translate complex financial metrics into clear, actionable insights. Adept at leveraging technology and collaborating with stakeholders to drive strategic initiatives in fast-paced environments. SKILLS P&L, Balance Sheet, Cash Flow Planning Forecasting, Reporting and Scenario Analysis Models; Domestic and International FPA Support (Supply Chain and OPEX); Accounting (GAAP/IFRS)/SOX Controls; Capital Plans and Reporting; Workforce Planning; SaaS Analytics (ARR, CAC, CLV, Churn); and Team Leadership and Development. SYSTEMS SAP; NetSuite; Oracle (Workforce, EPM); Adaptive; Hyperion; Microsoft 365 (Advanced Excel, PowerPoint) Salesforce EXPERIENCE UC Santa Barbara | Director, Financial Planning & Analysis Santa Barbara, CA | May 2024 – Present • Led core team of financial analysts in the current execution of comprehensive ERP system migration. > Proactively expanded internal subject matter expertise for Oracle Financials Cloud, EPM and Workforce Planning applications including a new chart of accounts as part of campus financial transformation project. > Create systems requirements for replacement tools to ensure seamless transition at go-live. • Developed a new integrated Power BI reporting solution for campus Foundation data, providing the first comprehensive view of current use and endowment funds by consolidating previously disparate sources. > New dashboards featured dynamic visualizations and track KPIs such as fund usage and burn rates, facilitating data-driven decision-making and resource allocation for campus programs and initiatives. • Created quarterly financial performance reports to the Board of the Campus Housing Authority, highlighting operating vs. non-operating results. Enhanced transparency enabled a 20% cost reduction by uncovering internal funds to eliminate external debt. • Professional development of four analysts (three Business Systems Analysts, one Senior Financial Analyst). HG Insights, Inc. | Finance Director Santa Barbara, CA | Nov 2021 – Jun 2023 • Analyze revenue recognitions (ARR, ASC 606, retention etc.), cost of sales, and gross margins for planning and reporting for private equity-back data analytics for SaaS/Internet Services product portfolio. > Built royalty cost model that cut 20% cost for contract renewal. Analysis included KPIs to identify customer acquisition cost (CAC) from data usage to key up revised tier pricing. Additional insights for customer lifetime value (CLV) from earned revenue by account assisted with prioritizing renewal schedule and customer risk. • Designed analysis of cloud computing (AWS/Snowflake) expenses to develop basis for cost allocations, improve financial statement accuracy and create visibility to cost of revenue by department and product. • Drove significant procurement efficiencies by implementing a NetSuite-Bill.com integrated purchase order system. > Automated third-party bill processing for 80% of discretionary spend and enhanced reporting capabilities. > Created key performance indicator dashboards for real-time visibility into inception-to-date spending, to-go commitments (by contract/fiscal year) to drive procurement operations into robust expense forecast process. • Enhance analytical procedures to improve accuracy and timeliness of monthly close for accounting operations. > Leverage NetSuite web query to streamline reporting support global monthly close with P&L flash report. Granite Construction, Inc. | Regional Controller II Ventura, CA | Apr 2018 – Nov 2021 • Developed annual budgets, monthly forecasts and long-range plans for construction projects and support functions (gross profit; OPEX; operating income). Built models for COGs allocations and headcount forecasting. • Led construction and plants accounting and finance regional operations for Southern CA comprising core transportation, commercial renewable energy/solar projects and materials business (aggregates and asphalt). > Supported 35-50% annual growth in top line and profit by leveraging technology and process efficiencies. > Championed regional migration to Adaptive Planning across all three financial statements, enhancing reporting visibility and boosting project profitability by 5%. Delivered audit-ready cost tracking and cost-to- • • • • complete forecasts with full documentation. > Provided executive presentation and performance analysis reporting on operational performance to CA Group leadership for construction projects, materials business (volume, unit pricing, gross profit) and SG&A. Drove business unit profitability and strategic planning for solar unit. Created robust job-cost projections with scenario analysis to improve forecast accuracy by 10% for capital equipment utilization and 5% for bid win rates. Streamlined monthly close process and treasury management through integration of core processes to SharePoint Online; re-engineered processes to align with job/project schedules and improved financial statement forecast accuracy by 10%. > Filed annual/quarterly Business Unit Certification (Regional for Company), approved GAAP/SOX accounting control signoffs and due diligence for revenue recognition (ASC 606) requirements at the job/project level. > Proactively tracked key performance indicators for cash flows, A/R/AP Aging and DSO with real time metrics. Led regional support Enabled seamless operations from job site to back-office from successful migration of planning, reporting and operational processes to Cloud based platform to deliver on regional “Go Mobile” initiative. Career development for team of 9 (2 Office Managers, 5 Accountants, DBE Coordinator and IT Administrator). Sonos, Inc. | FPA Manager Santa Barbara, CA | Mar 2015 – Jan 2018 • Led FPA for domestic and international OPEX functions and annual OPEX ($150M /~550 employees), forecast, reporting and business performance reviews. Ensured proper recognition of project costs (operating vs. capital). • Partnered with Accounting and Procurement teams on monthly close, adapting to rapid growth. Developed purchase order lookup tool and data extract for revenue and cost accruals related to a new e-commerce platform. • Developed models to identify cost efficiencies for customer care support while maintaining resource flexibility and quality of service. Analysis included scenario analysis to capture global differences of employee costs. • Provided leadership with operating and capital expenditures reporting, variance analysis of actuals to budget. • Created KPIs to measure resource needs such as facilities metrics for capacity planning, customer service business drivers related to new product launches and talent acquisition recruiting capacity. Elo Touch Solutions | Sr. Manager, FPA Milpitas, CA | Jul 2013 – Nov 2014 • Head up FPA processes for annual planning, quarterly forecasts and workforce management for private equitybacked manufacturer and supplier of touch-enabled technology, products and solutions. • Led global system implementation to leverage SAP/BPC functionality for monthly close, planning, reporting and forecasting. Built solid partnerships with internal customers and stakeholders and established calendar rhythm. • Create annual planning process for revenue, standard margin and operations (450 FTE; $95M operating expense). Diageo North America | Finance Manager Napa, CA | Aug 2005 – Feb 2012 Finance and FPA Leadership - Progressed through three finance roles, supporting Spirits, Wines Supply and Operations, and Commercial/Direct-to-Consumer divisions for 75B global public premium beverage alcohol supplier. Led financial planning, forecasting, reporting, and strategic decision support across multiple business units. • Spirits Division -): Led Profit and Loss management, planning, and reporting. Partnered with Commercial Sales to optimize product pricing strategies, promotional activities and drive financial/volume targets. • Wines Supply and Operations -): Managed $500M+ in inventory, $20M+ in capital expenditures, and $100M+ Opex. Developed cash flow forecasts and multi-currency financial statement consolidation processes. • Commercial and Direct-to-Consumer -): Provided financial planning and decision support for sales, marketing, and e-commerce. Developed price structures for Wines portfolio across multiple channels. Managed budgets for 18 vineyards driving $100M+ in sales across 15 markets. Supervised two direct reports. Gap Inc. | FPA Manager San Francisco, CA | May 2002 – Aug 2005 • Led EVP Administration plan/forecast: annual OPEX $150M, 7 functions and 850 FTE. Managed 2 Senior Analysts. • Owned monthly close/forecast processes with financial variance analyses. Awarded for CFO “Drive Results”. • Modified core processes to maximize Hyperion functionality, improve accuracy and consistency of reported information. Performed internal controls validation with auditors quarterly to ensure GAAP and SOX compliance. • Managed $100M Sublease Loss Reserve via discounted cash flow model. Supported reserve calculations, annual/quarterly SEC filing commentary, Bay Area real estate market analysis, and ad-hoc deal analysis for CFO. EDUCATION MBA, Accounting/Finance. University of California Davis Master’s of Business Administration MS, Applied Economics. University of California Santa Cruz Masters BA, Business/Economics and Sociology. University of California Santa Barbara Bachelor of Arts