Bob Merz

Finance Leader

Houston, Texas, United States

About

Results-oriented finance leader with proven ability to partner with senior leaders, lead high performing teams and drive business improvement. Strong interpersonal, communication and presentation skills. Additional skills include: Financial Planning | Business Metrics, KPI's | Mentoring, Coaching | Business Partnering Data Analysis | Financial Modeling | Executive Presentation | Forecasting Process Improvement | Financial Analysis | Cost Optimization | Strategic Planning NOW RETIRED !!!!!!

Experience

  • Independent Consultant at Self-employed
    Sep 2018 - Present · 7 yrs 10 mos

  • CFO at Houston Airport System
    Feb 2017 - Apr 2018 · 1 yr 3 mos

    Responsible for all financial activities for the Houston Airport System (Intercontinental, Hobby and Ellington) including FP&A, Strategy, Treasury, Accounting and Internal Audit

  • Senior Management Consultant - Finance at Seabury Group (now part of Accenture)
    2011 - Nov 2016 · 5 yrs 11 mos

    Seabury is a global advisory and investment banking firm with over 250 professionals. Typical engagements include financial & strategic planning/analysis, profit improvement, restructuring, competitive bench-marking and interim finance leadership assignments. • While serving as interim head of FP&A and co-CFO, significantly upgraded route profitability analysis tools and review processes, driving changes to the route network and a 3% improvement to projected profitability. • Developed comprehensive, detailed 5-year company financial model and presented it to potential lenders, thereby securing needed debt financing. • Improved the budget process and reduced client labor expense by selectively using zero-based budgeting.

  • SVP Financial Planning & Analysis at AIG
    2007 - 2010 · 3 yrs

    Led financial and strategic planning, budgeting, forecasting, management reporting, cost accounting and expense management for AIG's North American Life and A&H Insurance businesses. • Upgraded annual budget process to include rigorous expense targeting and review, driving improved resource allocation and increased profitability. Cost reductions of approximately 3 percent. • Created and implemented business unit strategic planning process, leading to several new product initiatives with an estimated sales potential of $65 million for the first business unit. • Developed strategic presentations for AIG CEO, Board of Directors, and rating agencies • Developed new analysis methodology and performance report highlighting under-performing product lines and driving remedial action, including re-pricing of two product lines and discontinuation of a third, producing $10M in annual profit improvement.

  • VP Pricing & Risk Management at SIRVA
    2006 - 2006 · Less than a year

    Responsible for leading pricing and risk management for $2 billion real estate portfolio and analysis/approval of new business pricing for the world’s largest provider of moving and relocation services. • Developed and implemented improved pricing strategy, thereby reducing losses due to housing downturn by an estimated 6 percent