Robert (Bob) Levi Email & Phone Number

South Jordan, Ut, Us

South Jordan, Ut, Us

(Provider of SaaS-based Partner Relationship tool to manage and optimize indirect sales channels)

(Provider of SaaS-based Partner Relationship tool to manage and optimize indirect sales channels)

(Provider of talent acquisition, recruitment marketing and applicant tracking services. Headquarters and Finance Dept moved to Indianapolis)Handled AP, GL, month-end close and reconciliations for Canadian entity. Assisted with migration of entity’s records from NetSuite to Sage Intacct. Implemented Coupa as the new purchasing, AP and expense tool. Began handling all AP and GL for the corporation after announcement of the relocation. Wrote process documents and trained new staff on Sage Intacct, Coupa and Nvoicepay. Started with a team of 19 in the Finance department. Finished as one of only two remaining original team members.

(Provider of on-line (SaaS) and live language training of business English to global corporations. Acquired by Learnship GmbH)Managed completion of reporting package for acquisition and investment prospects. Improved implementation and reporting of FinancialForce ERP system. Managed and assisted staff to finally close and reconcile prior year and recent periods. Managed cash-flow to meet obligations with AR factoring. Processed various delinquent taxes (income, franchise, sales) and settled penalties, interest and liens. Led project to collect or write-off delinquent AR; some as old as 24 months past due. Increased involvement of legal and sales to write contracts with improved collection and revenue recognition terms.

(Provider of solutions for testing mobile telecommunication networks and services; Headquarters located in Nuremberg, Germany; Dynatrace's Mobile Testing business was transferred to SIGOS in 2016)Managed all finance and accounting functions for North American business, including A/P, A/R, G/L, treasury, revenue, payroll, month-end close and reconciliations. Managed revenue in accordance with company’s revenue recognition policy and current accounting guidance (ASC 605). Prepared documentation for revenue recognition treatment of significant contracts for review and approval by external auditors. Maintained Salesforce revenue database and prepared monthly revenue forecasts. Transitioned from NetSuite to Navision ERP system. Implemented Avalara to automate US sales tax collection and administration. Managed US banking relationship and coordinated implementation of an automated vendor payment system that improved internal controls. Analyzed monthly production reports, calculated and recorded fixed assets and accrued use tax. Suggested disposal of fixed assets upon obsolescence to minimize property taxes. Administered automated billing system for monthly and annual SaaS customers. Handled mobile testing software license administration. Recorded, analyzed and reported software royalties based on license deployments.

(Provider of solutions for cloud-based (SaaS) testing, monitoring and analytics for mobile and web. Keynote Systems (public company) acquired Mobile Complete in 2011; Thoma Bravo (Private Equity) took Keynote private in 2013; Keynote was merged into Dynatrace in 2016)Transitioned the acquired private company’s record-keeping and reporting to those of a public company. Managed revenue for the mobile business. Member of Deals Desk team that reviewed customer proposals and made recommendations to Sales. Assisted Operations Department with project booking, contract administration and deployment to increase delivery speed resulting in accelerated revenue recognition. Advised Legal Department on revenue related details in contract negotiations to minimize revenue-delaying contract terms. Administered sales tax collection and reporting for 18 states where company had nexus. Completed voluntary sales tax disclosures in eight states thereby avoiding penalties. Transitioned from Solomon to NetSuite ERP system.

San Mateo, Ca, Us

(Provider of solutions for the development, testing, and monitoring of mobile applications and content. Company was acquired in 2011 by Keynote Systems) Managed all accounting and reporting functions as company grew from $5M to $19M in revenue and from 40 to 120 employees. Transitioned from QuickBooks to Softrax to allow proper revenue recognition per ASC 605, and multiple currency accounting of seven off-shore subsidiaries. Implemented policies and procedures for expense control, software license tracking and renewal, warranty administration and shipping to reduce costs and improve retention. Administered all domestic and international income tax, sales/VAT tax and 1099 filings. Implemented staff co-employment using a PEO (Professional Employer Organization) to reduce insurance and payroll costs while improving benefits. Completed external audits for 2008 through 2011. Prepared due diligence data for potential acquiring companies.

(Start-up Custom Software Engineering for the Aerospace and Broadcast Industries) Administered the set-up of the business including incorporation, facility, infrastructure, staffing and financial planning. Administered company’s DOD Security Clearance application and approval.

B.S., Mechanical Engineering

M.B.A.