1. Bob Shultz, MBA
1301 W. Georgia Ct. | Nampa, ID 83686
208 863 9689 | rm_shultz@yahoo.com
__________________________________________________________________________________
SUMMARY:
• Hands-on financial planning and analysis (FP&A) expert; product, demand, budgeting, and controlling
professional (MBA) with extensive experience in contracts, projects, products, inventory, services, and
service delivery in small, medium, and large/global enterprises
• Data analysis for decision management: sales and statistical analysis, forecasting and demand planning
accuracy, business trending and dashboard reporting; cost accounting and inventory management, KPIs
• Managed analysis and planning departments, led numerous multi-resource project planning and
implementation teams; Financial Modeling; Variance Analysis
• Advanced Excel, Access, ODBC/JDBC, MxSQL, Word, PowerPoint, SharePoint, PivotTables, Statistical
trending, Essbase, Multiple ERP & CRM systems
• GAAP, General Accounting, Auditing, Accounts Receivable, Cash Flow, NPV, IRR, DCF, Activity Based
Costing, Sales/Use/VAT, Contract Analysis, FX, OPEX, CapEX, RoI, Zero-Based & Cost-Plus Budgeting
• Process, project, and operations management; continuous process improvement; change leadership,
change management
• Excellent futsal player, communicator, collaborator, swimming and soccer mentor; beginner triathlete
EDUCATION:
• Masters in Business Administration, Strategy and Leadership - 2014 Northwest Nazarene University
• BS Business Management & Accounting (With Honors) University of Phoenix
• Project Management curricula for PMI certification
• Six Sigma / Lean Process studies
EXPERIENCE:
Hewlett-Packard, Boise, ID (2002 to 2008, 2009 to 2010, 2015 to current)
Imaging & Printing Group
Senior Financial Analytics, & Planning Manager: Product, Service, and Project Financial Analysis
Environment: Essbase, SAP, Oracle, Crystal, Brio, BO; Excel (pivot tables, complex summaries, graphing),
Access, MySQL (ultra-large dataset distillation, processing, and summation), Data Warehouse, PowerPoint,
Word; MSProject
• Managed, modeled, and guided $900M global LaserJet business: developed and tracked Key
Performance Indicators, quarterly and annual plans; statistically analyzed regional forecast data against
budget, forecast, and actual results, providing Flash and dashboard view of future, current, and
competitive conditions
• Provided new product introduction (NPI) and on-going financial and margin analysis of monochrome and
color LaserJet printers and JetDirect plug-in cards, continually examined hardware bundles for
profitability. Drove variance analysis for purchasing and manufacturing overhead with on-shore and off-
shore program teams
• Developed and presented business cases for $400M worth of customization contracts, built comparative
financial metrics and key-point scoring to assist executive management review of strategic fit and
approve or deny projects
• Managed $30M Customization and Special Contracts Team budget, gathered and monetized quarterly
and annual sub-department need, calculated and allocated volumes per discipline, and presented
budget to financial and decision-making teams for approval.
• Created business cases and reviewed strategic impact for $500M worth of product development, new-
product-introduction, roadmap/life-cycle adjustments and end-of-life planning; identifying competitive
benchmarks and business opportunities for marketplace leadership
• End-to-End analysis and redesign of Forecast-Demand-Supply planning system and inventory
management for faltering copier program, implemented dashboard and operational processes to reduce
$5M overexposure, instituted monthly alignment and check-point meetings and quarterly financial and

2. Bob Shultz, MBA
1301 W. Georgia Ct. | Nampa, ID 83686
208 863 9689 | rm_shultz@yahoo.com
__________________________________________________________________________________
statistical review conference with off-shore, Japan vendor team
• Leading 5-person team managing the high-end copier business, facilitating inventory management with
virtual OEM supplier in vendor managed inventory relationship.
• Developed captive financing system for $650M Managed Print Services program, packaging leases into
master monthly billing
MPC Computers, Nampa, ID (1999 to 2002)
Financial Operations Manager & Assistant Controller: Industry-Standard Servers Program Management
Environment: Essbase, Oracle 9i/10i, Crystal, Brio; Excel (pivot tables, complex summaries, graphing), Access
(dataset distillation/summation), PowerPoint, Word; MSProject
• Reported performance analysis and monthly results to segment unit management and company
executives; Wrote monthly business performance summary for executive management
• Manager of 4-person analysis team; hired, developed, and promoted several resources during tenure
• Led annual $4.5M Product Marketing budgeting process: developed quarterly sales and OPEX targets
• Developed the end-of-life financial plan for internal server line with the concurrent introduction of co-
branded replacement.
• Evaluated pricing proposals from the government and commercial business bid desks, proposed US-1
system and accessory pricing, provided margin analytics and target component costing
• Led and managed the $15M CapEX plan for PC-Based server development, engineering,
manufacturing/assembly, and shipping.
• Analyzed $150M plant expansion project: researched and built business case for not investing; sales
forecast and transition ramps did not support near- and mid-range volume and cash flow for RoI
• Developed business cases and reviewed strategic impact for $25M worth of product development, NPI,
and roadmap/life-cycle management; identified and compared competitive benchmarks
• Managed the start-up Retail partner channel, growing to $5M peak seasonal volume; developed
reporting metrics and built daily system status dashboard
• Reported on cost structure for pc-based servers and components with $10M annual turn, examined
popular system configurations for profitability. Managed value-added product cost additions.
• Directed weekly statistical analysis of sales funnel for Commercial business segment providing
analytical thought on system configurations, unit and dollar volume projections, and component demand
• Managed month end close exercises, prepared and posted journal entries, reviewed work of 5 other
accountants to ensure accuracy of books
RMS Consulting, Nampa / Meridian / Boise, ID (2008 to 2015)
Senior Financial Analyst: Small business Planning, Financial Analysis and Problem Solving
Environment: MS Accounting, QuickBooks; Excel (pivot tables, complex summaries, graphing), Access (large
dataset distillation/summation), PowerPivot, PowerPoint; Word, CRM/Sugar, MS-RMS
Clients Include: Hewlett-Packard, Multi-National engine manufacturer, $75M property investor, $120M
technology investor, $10M dental lab, several small businesses with $2M to $15M annual trade
• Returned 9-restaurant chain with $12M in annual turn to profitability by recalculating standard cost of
menu items, updating +90% product offerings, and identifying 30% items priced below cost.
• Instrumental in saving $25M+ construction supply business from bankruptcy, provided insight to
company’s overextended inventory situation, developed unit and cost inventory metrics to monitor usage
and turn, enabled management to reduce inventory overages and avoid stock-outs
• Calculated cost of entry for LED lighting manufacturer, including initial and on-going capital equipment
requirements. Advised company on $35M capital investment, leasing, and loan guarantees.
• Realized a better-than-market opportunity for investor: quantitatively and statistically analyzed market
data, forecasted traffic and financial viability of two $25M Arizona retirement communities, built case for
constructing and opening one villa and abandoning the plans on the other.

3. Bob Shultz, MBA
1301 W. Georgia Ct. | Nampa, ID 83686
208 863 9689 | rm_shultz@yahoo.com
__________________________________________________________________________________
• Built financial metrics and key performance indicators (KPI) for assisted-living center, helped center
realize cost spirals and revenue collection shortfalls to make correcting policy and process changes
• Projected volumes and built three-year business plan for a spin-off dental lab with expected annual turn
of $750K to $1M each in three separate divisions; built launch budget
Sheridan Academy, Meridian, ID (2013 to 2015)
Treasurer and Controller: Manage Private school financial health
Environment: QuickBooks; Excel (pivot tables, complex summaries, graphing), PowerPoint; Word, CRM/Sugar
• Manage all accounting functions: 2-person accounting team facilitating Month-end close, A/P, A/R, G/L,
Payroll; Facilitate trust account investments and asset utilizations
• Direct research and analysis on compensation alternatives and P&L impact
• Responsible for P&L, Balance Sheet, and Cash Flow statement generation, auditing, and Board
reporting in accordance with GAAP
• Stopped excessive financial loss of the school by implementing stringent controls, restricting all check-
writing authorization, and initiating a full, zero-based annual budgetary and expenditure review.
• Managed month end close exercises, prepare and post journal entries, review work of 1 other
accountant to ensure accuracy of books
• Led and managed the annual Budget development and approval process.
The SWATCH Group (US) Inc., Weehawken, NJ, New York, NY, and Lancaster, PA
SWATCH Watch Division (1987 to 1999)
Assistant Controller and Manager - Financial Analysis and Inventory Planning: SWATCH Watch, Flik-
Flak, Direct Retail, and Partner Retail Channels
Environment: Essbase, MSSQL/JDE, O/S-400/RPG; Excel (pivot tables, complex summaries, graphing),
Access (large dataset processing and summation), PowerPoint, Word
• Managed financial reporting, KPIs, and daily performance dashboard of company-owned and
franchise/licensee retail shops
• Tracked and managed the construction accounts for build-out and development of NYC flagship store
and sales showroom, handled finances for $25M project.
• Reported performance analysis and monthly results to brand management and company executives in
Swiss headquarters; wrote monthly business performance summary
• Developed $100M annual product budget and inventory purchase plan from sales forecast,
subsequently drove process and approval of $35M operating budget for the SWATCH brand.
• Managed the Standard Costing system for 12 product lines and 250 to 300 individual SKUs annually
• Evaluated pricing targets for competitiveness and profitability
• Analyzed internal and external sales data examining the sell-in and sell-through trends
• Managed month end close exercises, prepared and posted journal entries, reviewed work of 3 other
accountants to ensure accuracy of books
• Manager and coach of 3-person demand planning and financial and sales analysis team; hired and
developed several resources during 3 years of tenure.
• Designed and implemented forecasting and demand planning process effecting $100M annual business,
incorporated statistical analysis, interview, and customer feedback systems
• Forecasted entire line of wristwatches, using multiple input signals and trend analyses to gain a +95%
accuracy rate, drove inventory cost down to one-third annual sales turn.