Robert Borski

About Robert Borski

Senior finance executive with 25+ years of leadership driving enterprise-wide Financial Planning & Analysis (FP & A), strategic budgeting and forecasting, long-range planning (LRP), and executive decision support across complex insurance and financial services environments. I partner with CEOs, CFOs, Boards, and executive teams to translate business strategy into actionable financial insights, support capital and liquidity planning, and deliver performance analytics and management reporting that inform high-stakes decisions.My expertise includes:• Financial Planning & Analysis (FP & A), Budgeting & Forecasting — direct Annual Operating Plan (AOP), rolling forecasts, and scenario modeling that improve predictability and accountability.• Long-Range Planning (LRP) & Strategic Finance — integrate financial strategy with operational drivers to guide sustainable growth.• Management Reporting & KPI Development — design and deliver enterprise dashboards, variance analysis, and KPI reporting to executive leadership.• Cash Flow Forecasting, Liquidity & Capital Planning — lead cash forecasting and treasury reporting to support capital decisions at scale.• Enterprise Financial Modeling & Tools — build models that drive insights, including actuarial-informed projections and probability-weighted forecasting.• Financial Systems Transformation — implement and optimize Anaplan, Workday Financials/GL, Power BI, and automation to modernize planning processes.• Leadership & Team Development — build and scale high-performing teams; mentor finance professionals for growth and strategic impact.I thrive at the intersection of finance, strategy, and operations—helping organizations evolve their planning functions into enterprise decision platforms and strengthening financial performance in dynamic markets.Available for Senior Director / VP, Head of FP & A, or strategic finance leadership roles.Keywords: Enterprise FP & A, Strategic Finance, Budgeting & Forecasting, Long-Range Planning, AOP, KPI Development, Variance Analysis, Cash Flow Forecasting, Liquidity Management, Anaplan, Workday, Power BI.

Experience

1. Vice President, Senior Credit Officer

   Touchmark National Bank

   Apr 2026 — Present · Alpharetta, GA, US

   Excited to begin my role as Vice President, Senior Credit Officer at Touchmark National Bank. I will guide credit strategy, risk assessment, and portfolio quality, partnering with leadership to ensure prudent decision-making and long-term value creation.

Education

• University of Michigan

  BA, Economics

• Quinlan School of Business, Loyola University Chicago

  MBA, Finance

Skills

• Gaap
• Management
• Strategic Financial Planning
• Executive Management
• Financial Analysis
• Financial Planning
• Forecasting
• Managerial Finance
• Risk Management
• Finance
• Sarbanes-Oxley Act
• Financial Reporting
• Financial Modeling
• Variance Analysis
• Analysis
• Sarbanes-Oxley
• Corporate Finance
• Start-Ups