
Nate Rozgo
I have 10+ years of experience in corporate financial planning and analysis, financial modeling, scenario analysis, and valuation... | Greater Milwaukee, Greater Milwaukee, United States
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Nate Rozgo’s Emails na****@fi****.com
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Nate Rozgo’s Location Greater Milwaukee, Greater Milwaukee, United States
Nate Rozgo’s Expertise I have 10+ years of experience in corporate financial planning and analysis, financial modeling, scenario analysis, and valuation analysis, along with direct sales experience, and military experience both stateside and overseas in combat. In my current role at Fiserv, my team and I directly support our CFO and CEO with all consolidated financial and headcount reporting for plan, forecast, and actuals. Standard deliverables typically include various PowerBI visualizations and Excel-based SAP BPC reports, PDF’d and page linked. These include a results overview file that shows variance analysis by each business, a comprehensive forecast package that includes everything from compares to guidance and consensus to FX analysis, and a detailed expense trend analysis by month. My team is also heavily involved with reviewing scripts for quarterly earnings calls, as well as reporting for our Board of Directors and semi-annual Investor Day conferences. My current role requires almost daily interaction with our CFO, our business unit CFO’s, and other senior leaders within or directly supporting our C-suite. In addition to leading our reporting team, I also serve as the liaison between Corp FP&A and our Financial Systems teams. These responsibilities include the creation and reorganization of new hierarchies within our master data, maintenance of foreign exchange rates in all plan and forecast versions, locking and unlocking forecast versions within SAP BPC, and troubleshooting of any errant or inaccurate numbers. This close proximity to our SAP and Hyperion developers has given me a broad understanding of how our data is transferred in between our various ledgers and reporting systems, and how various data manager packages are run to achieve different objectives (e.g. populating the inner months of a forecast with actuals). Overall, I believe my work experience in Corporate FP&A – in addition to my other work experience in sales and the military – gives me a unique perspective and the problem-solving abilities necessary to excel in a variety of financial leadership roles.
Nate Rozgo’s Current Industry Fiserv
Nate
Rozgo’s Prior Industry
Us Army
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Fletcher Jones Importsmercedes Benz Of Chicago
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Sears Holdings
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Bmo Financial
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Fiserv
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Work Experience

Fiserv
Director - Corporate Financial Planning & Analysis
Mon Feb 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Fiserv
Manager - Corporate Financial Planning and Analysis
Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Fiserv
Senior Financial Analyst - Corporate Financial Planning & Analysis
Fri Jul 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Mar 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Bmo Financial
Financial Analyst - Enterprise Risk and Portfolio Management
Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Sears Holdings
Senior Analyst - Men's Footwear
Thu May 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Sears Holdings
Analyst - Women's Footwear
Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Apr 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Fletcher Jones Importsmercedes Benz Of Chicago
Service Consultant
Thu Oct 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Us Army
Infantry Rifle Team Leader, Platoon Administrative Coordinator
Sat Apr 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Sep 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)