Robert Childress

Financial and data analytics professional with experience in budgeting, financial reporting, account reconciliation, forecasting, and business intelligence. Proven success developing automated reporting solutions, analyzing large datasets, improving financial processes, and delivering actionable insights to support organizational decision-making. Strong foundation in accounting, finance, and financial services supported by FINRA licenses and ongoing accounting studies.

Concierge - Sunrise Senior Living at Silas Burke House - Burke, VA

(2026-05)

• Managed front desk operations for a community serving over 75 residents while handling high-volume calls, visitors, and service requests.
• Greeted residents, family members, and visitors in a professional and welcoming manner, creating a positive first impression of the community.
• Consistently upheld Sunrise Senior Living's commitment to resident-centered care and service excellence.
• Demonstrated compassion and patience when interacting with seniors, contributing to a comfortable and supportive living environment.
• Processed mail, deliveries, and packages while ensuring timely distribution to residents and departments.
• Collaborated with nursing, dining, housekeeping, and administrative teams to address resident concerns and ensure exceptional customer service.
• Coordinated visitor sign-in procedures and maintained security protocols to ensure a safe environment for residents and staff.
• Maintained resident records, schedules, and communication logs with a high level of accuracy and confidentiality, utilizing Microsoft Office and community management systems.

Treasurer - Terra Centre Elementary School PTA - Burke, Fairfax County, VA

(2025-07)

• Managed annual PTA budget of $50,000+, overseeing accurate allocation of funds across programs, events, and school initiatives.
• Maintained detailed financial records, ensuring 100% transparency and compliance with PTA bylaws and financial policies.
• Prepared and presented monthly financial reports to executive board and general membership meetings.
• Reconciled bank statements, processed deposits, and monitored cash flow to maintain fiscal stability.
• Led annual budgeting process, collaborating with school administrators and committee chairs to forecast expenses and revenue.
• Managed vendor payments, reimbursements, and expense approvals in a timely and accurate manner.
• Coordinated fundraising revenue tracking, ensuring accurate documentation and timely deposits.

IT Director - Childress Technology Solutions

(2024-07 - 2025-07)

• Analyzed, diagnosed, and repaired customer IT inquiries.
• Managed a diverse array of projects including laptops, PC, tablets, printers, phones, and stereo equipment.
• Leveraged and expanded personal and professional network to expand client base.

Financial Advisor - Edward Jones - Oakton, VA

(2024-01 - 2024-07)

• Built and managed a client base of individual investors through proactive outreach, networking, and community engagement.
• Conducted comprehensive financial reviews to assess clients' goals, risk tolerance, and time horizons, developing personalized investment strategies.
• Educated clients on retirement planning, portfolio diversification, insurance solutions, and tax-advantaged investment options.
• Recommended and implemented investment products including mutual funds, ETFs, fixed-income securities, annuities, and managed advisory programs.
• Leveraged Edward Jones financial planning tools to prepare detailed proposals and retirement income projections.
• Ensured compliance with FINRA and firm regulations while maintaining accurate documentation and suitability standards.
• Collaborated with regional leaders and home office teams to refine business development strategies and improve client service delivery.
• Utilized CRM systems to track prospecting activities, follow-ups, and client service interactions.
• Participated in continuous professional development and licensing education (Series 7, Series 66, Insurance Licensing).

Senior Data and Systems Analyst - XLA/CapGemini Government Solutions - Washington, DC

(2019-09 - 2023-12)

• Created macros in MS Access to support system updates and reduce downtime by 95%.
• Migrated manual Access processes into automated tools, improving reporting accuracy and audit readiness.
• Integrated Excel solutions with external MS Access systems using ADO and API calls for efficient data management.
• Built interactive dashboards and executive reporting solutions using ServiceNow to drive data-informed decision-making.
• Improved reporting efficiency by 90%, enabling leadership to access timely operational and financial performance metrics.
• Partnered with cross-functional stakeholders (business, IT, product teams) to define KPIs and deliver actionable insights.
• Conducted data quality assessments and implemented validation frameworks, reducing reporting discrepancies by 95%.
• Presented analytical findings and strategic recommendations to senior leadership and client executives.
• Trained end users and management on newly-implemented system features and updates.

Cyber Fraud Monitoring Analyst - MetLife - Cary, NC

(2018-10 - 2019-08)

• Conducted detailed data analysis to verify the legitimacy of account activity, utilizing techniques such as IP address comparison, data aggregation, and open-source intelligence to identify patterns and discrepancies.
• Collaborated with various business units to reconcile accounts and create new and refine existing business processes.
• Held weekly meetings with the operations unit and finance team to discuss and resolve challenges related to fraud monitoring.

Excel VBA Developer - Cisco Systems - Morrisville, NC

(2014-09 - 2018-09)

• Developed an offline Excel-based sales quoting tool, accurately replicating complex pricing schemes by analyzing discounts and features from multiple product managers, ensuring consistency and accuracy in offline sales operations.
• Designed and developed custom VBA macros and automation tools to streamline reporting, data processing, and reconciliation tasks.
• Built dynamic Excel dashboards with pivot tables, vlookups, advanced formulas, dynamic named ranges, index/match, and automated refresh capabilities.
• Developed user-friendly VBA UserForms to standardize data entry and improve data integrity.
• Wrote complex VBA procedures to manipulate large datasets (100K+ rows) with performance optimization techniques.
• Collaborated with finance, operations, and business stakeholders to gather requirements and translate them into technical solutions.
• Documented code, technical specifications, and user guides to support long-term sustainability and knowledge transfer.
• Provided training and ongoing support to end-users, increasing adoption of automated tools across departments.

Data Reconciliation Analyst - Cisco Systems - Morrisville, NC

(2013-07 - 2014-08)

• Reconciled sales and account datasets supporting accurate revenue reporting and financial analysis across multiple business units.
• Created and implemented complex queries and reports to analyze financial and sales data, providing actionable insights and improving data accuracy for strategic decision-making.
• Conducted regular evaluations of qualitative and quantitative data, identifying trends and presenting findings to management, supporting budget alignment and project goals.
• Prepared bi-weekly and monthly management reports comparing current and prior sales data, ensuring adherence to timelines and budget objectives.
• Investigated discrepancies in financial records, recommended corrections to erroneous account definitions, and implemented processes to improve data quality, ensuring proper allocation of organizational finances.
• Collaborated with cross-functional teams in weekly meetings, sharing findings from financial queries to align on project objectives and facilitate issue resolution.

Chief Budget Analyst & CEO - Childress Associates - Arlington, VA

(2003-02 - 2013-06)

• Developed and managed annual operating budgets, financial forecasts, and cash flow projections supporting strategic planning and organizational growth.
• Calculated and adjusted management fees using inflation metrics to ensure alignment with financial goals and market conditions.
• Independently planned, designed, and executed budgets for multiple organizations, including Childress Associates and the Gasification Technologies Council, ensuring fiscal responsibility and alignment with strategic objectives.
• Secured federal funding to update and maintain the World Gasification Database, demonstrating strong grant management and financial planning skills.
• Conducted detailed financial analyses to support decision-making, ensuring alignment between budget forecasts and organizational goals.

Accounting CSC Certification - Accounting - Northern Virginia Community College (2027-05)

Bachelors of Science - Management Information Systems - Indiana University, Kelley School of Business (2002-12)