Professional Profile

Bob Rougeaux

I'm a Finance professional with a passion for data and connecting the dots.
With over 15 years of experience and a degree in Finance, I add richness to the story behind the numbers.

About me

Welcome to my professional profile site! I am pleased to share what I have done since entering the business world. Please explore all that I have to share on this site, and feel free to ask a question or drop me a note.


I enjoy sharing what I know, and I am always interested in learning from others.


If you're curious to dive deeper into my work, you can follow me:

Work experience

Senior Commercial Finance Manager
Lacerta Group, LLC, Greater Boston
2021 - Present

• Led the annual sales budget and quarterly forecast processes, focusing on gross and net revenue optimization.
• Implemented Domo B.I. tool to support finance, planning, and sales operations.
• Conducted monthly price, volume, and mix analysis for senior management.
• Developed catalog list price and new part pricing tools.

Sr. Director/Finance Business Partner, Central North America Land Division
World Fuel Services/ World Kinect, Kansas City,KS / Remote
2018 - 2020

• Led the development of annual and long-range sales plans, ensuring alignment with strategic pricing and revenue management goals across all three channels (Retail, Wholesale, & Commercial).
• Leader of the annual budget for all operating expenses and capex for the division, which included two blending plants and the company-owned distribution fleet.
• Evaluated and approved all retail dealer financing, which represents approx. $20M of new capital extended per year.
• A member/contributor in several cross-functional and worldwide teams to address various system and process issues/ improvements.

Education

Bachelors of Science in Finance
Auburn University - Harbert School of Business

Skills

Discover my professional proficiencies

Strategic Pricing & Revenue Management

Expertise in optimizing pricing strategies and managing revenue growth through data-driven analysis.

Budgeting, Forecasting & Financial Planning

Proficient in leading annual sales budgets, long-range plans, and financial forecasting processes.

Data Management & Business Intelligence

Skilled in implementing BI tools and managing data for enhanced decision-making and reporting.

Channel Mix & Format Expansion Analysis

Experienced in analyzing sales channels and product formats to drive profitability and market expansion.

Financial Process Improvement

Adept at streamlining financial processes and implementing automation solutions for efficiency.

Cross-Functional Team Collaboration

Proven ability to work across departments to achieve strategic goals and improve business outcomes.

Advanced Excel & Financial Modeling

Highly skilled in financial modeling and data analysis using advanced Excel techniques.

ERP & Financial Systems

Proficient in ERP systems like Oracle and Microsoft Dynamics, with experience in system implementation.

Adaptability & Continuous Improvement

Quick to adapt to new financial challenges and committed to continuous professional development.

Reading List

A brief list of books that have added value to my professional life. Enjoy!

Storytelling with Data: A Data Visualization Guide for Business Professionals. (Cole Nussbaumer Knaflic)

Learn practical and scientific pointers from Cole on how to make your presentations highly effective.

Only the Paranoid Survive (Andy Grove)

A reminder and a must read for any executive who thinks success is made at the top of the organization.

Inner Game of Tennis (W. Timothy Gallway)

Not just about how to improve your Tennis game!

Good Strategy, Bad Strategy (Richard Rumelt)

Whatever happened to

Presence (Amy Cuddy)

A must read for when you a looking to make a mark in your next role.

Mans Search for Meaning (Victor E. Frankl)

A reminder that your worst work day is nothing compared to what some have endured and lived to tell about it. A powerful true story account of how your mental state (and a lot of luck) can help you overcome the worst of what this world can throw your way.

Driving Financial Excellence

Explore key projects where strategic financial leadership and data-driven insights led to significant business improvements.

Project 1:
Domo BI Implementation

Go to the project

Description:

Led the implementation of Domo BI tools to support finance, planning, and sales operations. This project enabled real-time data insights, improved decision-making, and optimized reporting for senior management.

Role:

Architect and Project Lead. Managed the integration of Domo, designed dashboards, and trained teams across departments to leverage the new BI capabilities.

Project 2:
Strategic Pricing and Channel Mix Analysis

Go to the project

Description:

Developed and executed a pricing strategy that included a detailed channel mix and format expansion analysis. This initiative resulted in optimized revenue streams and enhanced market positioning.

Role:

Strategic Finance Lead. Worked closely with sales and marketing teams to implement pricing strategies and analyzed the impact on revenue and market share.

Project 3:
Sales Budgeting and Forecasting Optimization

Go to the project

Description:

Streamlined the annual sales budgeting and quarterly forecasting processes, incorporating advanced financial models that improved accuracy and reduced time to completion.

Role:

Finance Director. Led the budgeting and forecasting efforts, ensuring alignment with strategic business goals and optimizing resource allocation.

Check out my latest blogs

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The blog is used to display my professional interests and curiosities. Thanks.

AstroWind template in depth

AstroWind template in depth

While easy to get started, Astrowind is quite complex internally. This page provides documentation on some of the more intricate parts.