Robert Phipps

About Robert Phipps

I help FP & A teams shorten planning cycles, improve forecast confidence, and deliver board-ready reporting, without breaking the way finance actually works in Excel.The patterns I see most- Planning takes weeks, but decisions still get made in meetings without trust in the numbers- Forecasting is reactive because drivers and ownership aren’t clear- Reporting is slow because the process depends on manual consolidation and “heroics”- Collaboration across departments is inconsistent, so inputs arrive late and messyMy focus is simple: tighten the operating cadence (owners, timelines, approvals), standardize drivers where it matters, and automate the repeatable work so finance can spend more time partnering with the business.I’m with Vena Solutions (Excel-native FP & A). If you’re evaluating how to modernize planning while keeping Excel as the front end, message me, happy to share a few practical frameworks and examples.

Experience

1. Regional Sales Manager

   Vena Solutions

   Mar 2025 — Present

   Help FP & A teams reduce cycle time by standardizing inputs, drivers, and workflow governance (Excel-first)- Build business cases around cycle-time reduction, forecast confidence, and reporting automation- Align finance + business partners on operating cadence: owners, deadlines, approvals, and accountability.

Education

• Appalachian State University

  Bachelor's Degree, Finance & Banking

Skills

• Powerpoint
• Microsoft Excel
• Umbrella Insurance
• Financial Analysis
• Life Insurance
• Finance
• Sales Process
• Real Estate
• Social Media
• Microsoft Office
• Sales
• Customer Service
• Public Speaking
• Estate Planning
• Management
• Permanent Life Insurance
• Personal Finance
• Leadership
• Time Management
• Property & Casualty Insurance
• Client Rapport
• Market Research
• Microsoft Word