Robert McNamee

  • Finance Director
  • Exton, PA 19341
  • Oct 25, 2017
Full time Education Information Technology Manufacturing / Production

Personal Summary

Multifaceted, detail-oriented, and hardworking professional with extensive experience in finance operations and management within global organizations.
Armed with excellent ability to develop and lead top-performing teams toward the achievement of corporate goals and objectives.
Equipped with strong judgment and decision-making skills in generating strategic vision, delivering positive results, and maximizing business revenue.
Articulate communicator with outstanding communication and interpersonal aptitudes in cultivating positive working relationships with professionals of all levels.

Work Experience

Senior Revenue Operations Manager | Contractor
Dec 2016 - Mar 2017 Marketo

Collaborated with the Sales and Legal business units in designing client orders and renewals for revenue recognition and financial issues prior to client negotiation and signature
Organized SaaS contract write-ups, including approvals tracking, price validation, products shipments and delivery for all contracts

Notable Accomplishment:
Succeeded in completing various special projects, including balance sheet preparation and revenue account analysis

Senior Manager of Financial Operations | Revenue Assurance
Jun 2011 - Oct 2016 Ellucian (Formerly known as SunGard Higher Education, Inc.)

Efficiently interfaced with the Sales, Deal Desk, Contracts, and Legal business units in organizing and analyzing client contracts for revenue recognition and financial issues prior to client negotiation and signature maximizing revenue
Maintained active involvement in monthly forecast and budget calls while providing deal desk support in evaluating current sales pipeline opportunities against booking reports
Took charge of software, SaaS, professional services contract write-ups, collectability assessments, approvals documentation, price validation, and product delivery which involved executed contracts, including pricing models development
Administered month-end close process and analyzed all executed orders for completeness and revenue recognition compliance while observing strict compliance with the SOP 97-2 guidelines in communicating all revenue adjustments or deferrals
Presided over the preparation of slides on Quarterly Audit Committee meetings
Managed all quarter- and year-end audit activities on revenue through collaboration with the External Audit Team
Ensured alignment with  SOP 97-2 guidelines in providing seminars to client-facing business units on revenue recognition topics and changes
Functioned effectively as the team lead on contract system integration between, Apttus, and SAP systems, in charge of creating internal reporting tools and streamlining the SAP Order to Cash process of company

Notable Accomplishments:
Expedited all VSOE analysis, including documentation of license fee payment terms, VSOE on service rates, SaaS offerings, fixed fee services, maintenance renewal rates, and annual rate escalators
Exhibited superior talents in providing revenue recognition guidance to arrange deals, which increased software, services, and maintenance revenues by $15M in 2015 and $9M in 2016
Received top performer recognition in 2014 and 2015

Finance Manager | Revenue Reporting
Jun 2010 - Jun 2011 Medecision, Inc.

Generated ad hoc reports, pricing models, weekly cash flow report  and analysis and support requests of business units and chief financial officer
Oversaw the billing and collections functions of four direct reports, including month-end close process for booking revenue
Worked collaboratively with the Sales Department in creating pricing models and implementing pricing workshops to support the sales force in strategically presenting products to new and existing customers
Served as the finance lead for software revenue recognition of customer contracts, in charge of implementing and managing workshops of the Sales and Contracts teams in arranging customer contracts in accordance with the SOP 97-2 guidelines
Handled the budgeting and revenue planning for all lines of business
Held responsibility in preparing monthly financial statements, including balance sheet and profit and loss analysis; reviewing monthly revenue entries to support monthly close and external audit policies; and conducting monthly forecast on license, service, and maintenance revenues, such as monthly revenues reconciliation of customer and line of business

Notable Accomplishment:
Enhanced forecasting efficiencies through implementation of contract process, which eliminated the use of Microsoft Excel files in computing recurring revenues of product type

Finance Manager | Sales
Aug 2007 - Jul 2009 Graco Children's Products Inc.

Directed and coordinated the daily functions of the Claims and Returns Department with seven direct reports
Demonstrated proficiency in computing monthly program, rebate, and defective allowance accruals from customers
Supported and managed business decisions for the sales line of business by developing, maintaining, and providing financial modeling and analysis to the controller and vice president of sales
Provided oversight to the sales line of business budget and forecast process, as well as assistance in consolidating results of operations
Rendered support in identifying financial reporting requirements to implement SAP software
Organized monthly and weekly sales calls to keenly track sales against forecast and budget expectations
Collaborated with the vice president of sales and account managers in reviewing monthly operating results

Notable Accomplishments:
Successfully completed the renegotiation of customer chargebacks and rebills, which reduced claims by 8% or $1.6M
Cultivated partnerships with sales managers in the establishment of growth programs that incentivized customers to boost top line sales by 4% approximately to $17M and $5.2M in additional gross margin using financial modeling applications
Made significant contribution in implementing SAP and generating profit and lost reporting at customer level, as well as developing SAP returned goods transactional process for all business units, which reduced accruals


Master of Business Administration in Finance and Economics
West Chester University
Bachelor of Science in Accounting
Philadelphia University