David Roberts Email & Phone Number

Draper, Ut, Us

Intelvio is a leading educational provider for individuals entering the medical field. With locations across the United States, Intelvio is a professional tech driven healthcare education platform specializing in private post secondary education in the pharma, psychology, EKG and phlebotomy training sectors. Intelvio is a private equity backed company with strong growth, strong market position, exceptional leadership and a desire to streamline and improve the career objectives of individuals looking to enter the medical field.Key responsibilities include: • Financial Strategy Development: Formulate and execute financial strategies aligned with overall business goals to drive profitability and sustainable growth, working closely with private equity stakeholders. • Capital Management: Oversee capital structure optimization, including debt management, and ensuring adequate liquidity for operational needs.• Reporting & Compliance: Ensure timely and accurate financial reporting for internal and external stakeholders, including compliance with regulatory requirements and adherence to agreed-upon metrics with private equity partners.• Performance Analysis: Conduct rigorous analysis of financial performance metrics, identifying trends, and providing actionable insights to inform strategic decision-making.• Operational Oversight: Collaborate with executive management to enhance operational efficiencies, implement cost control measures, and streamline financial processes.• Due Diligence & M&A Activities: Lead financial and corporate integrations. • Audit Management: Multi-company, first time audit, ensuring full compliance.• Stakeholder Communication: Serve as the primary point of contact for financial matters with investors, board members, and other stakeholders, providing updates on financial health and strategic initiatives.

New York, New York, Us

Helping Organizations Address Workplace Challenges and Create a Culture of Respect, Diversity and Inclusion. Traliant refuses to believe that compliance training has to be boring. That's why over 6,000 organizations nationwide choose to partner with Traliant for their compliance training needs. Our award-winning, behavior-based approach to online learning makes compliance training engaging, relevant and fun! It's earned us a #13 ranking on Deloitte's 2020 Technology Fast 500 list of the fastest-growing companies in North America. Backed by PSG, a leading growth equity firm, Traliant's modern approach to eLearning helps organizations successfully navigate important workplace topics such as preventing discrimination and harassment, and creating diversity, equity and inclusion. By ensuring courses satisfy required federal, state, city and industry training requirements, customers can confidently focus on other business challenges.

Lehi, Ut, Us

Founded in 2002, Global Access® is a leading provider of international commerce technologies and logistics. Global Access® has offices and affiliates in thirteen countries and we are rapidly expanding our physical presence in key markets around the world. CORE COMPETENCIES: Accounting & Financial Management; Business Planning & Analysis; Financial Analysis & Planning; Controllership & Decision Support; Growth Strategy Development; Operational Efficiency & Right-sizing; Divestitures, Carve-outs, M&A; Investor Relations; Performance Measurement; Resource Management; Audit Oversight; Treasury Management and Human Resources.

South Jordan, Utah, Us

Key Achievements:--Promoted strong sales growth as first-year stand-alone while also achieving plan for margin and profitability growth (private company – details held confidential);--Successfully managed carve-out from ADP establishing stand-alone operations in record time including banking and merchant, travel and expense, financial systems, employee benefits and corporate risk policies;--Oversaw successful audits of carve-out and first-year stand-alone financial statements receiving unqualified opinions;--Developed financial and Software as a Service (SaaS) metric reporting package for private equity managers and led quarterly reporting presentations to Board of Directors covering financial status, evaluation and planning updates.

South Jordan, Utah, Us

Led 17 members of accounting and reporting, financial planning and analysis, order-to-cash, and customer information systems (CIS) teams supporting CEO, VP of Sales and VP of Implementation on company planning and strategic vision execution. Provided financial management reporting, developed and monitored organizational budgets, implemented pricing and discounting plans to drive sales, fostered relationships with key clients, and liaised with ADP corporate finance. Key Achievement:--Key management member on M&A team responsible for packaging and divesting company from ADP. Developed financial projections, identified and supported pro-forma and valuation adjustments, participated in “road show” sales presentations, and oversaw due diligence efforts resulting in a successfully consummated deal.

West Valley City, Utah, Us

Leading provider of drilling services, drilling equipment, and performance tooling for mining and drilling companies globally.DIRECTOR OF FINANCE, NORTH AMERICA MINERALS & ENERGY GROUP (2012 – 2013)Led high functioning team of nine analysts responsible for all FP&A functions for the North America operating units with total revenues exceeding $600M annually. Conducted operating reviews and identified cost-cutting measures to improve profitability in 2013 mining industry down cycle. Facilitated company-wide effort to reorganize the North America operations to improve reporting flows, streamline financial processes, and right-size organizational structure.

West Valley City, Utah, Us

Managed team of 40 accountants overseeing all accounting functions (Accounts Receivable, Accounts Payable, Intercompany, Payroll, and Fixed Assets) for the North America operating units with annual revenues exceeding $700M. Reorganized group to drive work-flow efficiencies, leverage depth of skill-sets and foster professional growth opportunities for individuals in the back-office accounting organization. Remediated internal audit findings and improved the overall financial control environment of the North America operating region Key Achievements:--Increased throughput of accounts payable vouchers by 30% while reducing staff by 4 FTEs and drove 30% reduction in days sales outstanding (DSO);--Restructured the payroll department taking group that was labeled “the #1 employee dissatisfier” in North America to a high-achieving group with a reputation for prompt and accurate payment cycles;--Implemented improved Oracle time and labor accounting system and oversaw “go-live” of Oracle enterprise resource system to enhance operational efficiency.

West Valley City, Utah, Us

Directed financial reporting and teamed with the division president to lead a $130M international operating unit. Prepared and delivered operating and capital budgets, forecasts, and operating reviews to senior leaders, executive committee, and the company’s Board of Directors. Teamed with the E&I executive team to promote operational improvements and cost-cutting measures in order to maximize global operating profits. Improved processes and controls to increase the speed and accuracy of business unit financial reporting and metric calculations. Instituted a new ERP system to bring the operations into one defined operating platform globally. Interfaced with outside audit and investment groups to bring awareness and understanding of the E&I operations.

West Valley City, Utah, Us

Established operating budgets and forecasts for the global M&E operation with annual revenues exceeding $1.1B USD. Instrumental in the preparation of operating reviews with divisional and senior corporate leadership. Acted as the interim finance lead while the company conducted a national search for the vice president of finance.

West Valley City, Utah, Us

Developed global financial statement reporting process used by both internal personnel as well as outside banking and investment groups. Established a systematic process for the creation of consolidated financial statements and reports. Liaised with internal staff and external consultants to prepare ad hoc reports utilized in two acquisitions and an IPO.

Provo, Ut, Us

Executive Mba, Accounting And Finance

Bachelor Of Science (B.S.), Accounting And Finance