David Roberts, Chfc, Mba, Pmp, Ea Email & Phone Number

Gilbert, Az, Us

Gilbert, Arizona, United States

A veteran-owned and operated firm headquartered in Gilbert, Arizona, we serve as your fiduciary partner and advocate in retirement and tax planning. We offer you a multi-pronged approach to help you retire with reduced risk to your principal, while our IRS-credentialed EAs (Enrolled Agents) provide tax advantaged strategies to help you and your heirs keep more of your hard-earned money.

o Led teams across broad technical, financial and business disciplines. Focused teams on business objectives and tracked progress to ensure project milestones were completed on time, on budget and with the desired results. o Mitigated risk factors through careful analysis of financial and statistical data. Anticipated and managed change effectively in rapidly evolving global business environments.o Defined processes and tools best suited to each project. Moved between agile and… Show more o Led teams across broad technical, financial and business disciplines. Focused teams on business objectives and tracked progress to ensure project milestones were completed on time, on budget and with the desired results. o Mitigated risk factors through careful analysis of financial and statistical data. Anticipated and managed change effectively in rapidly evolving global business environments.o Defined processes and tools best suited to each project. Moved between agile and waterfall approaches depending on project specifics and client goals, creating detailed project road maps, plans, schedules and work breakdown structures.o Developed project plan for the conversion of Lawson ERP from Meditech ERPo Responsible for the coordinated efforts between internal and external stakeholders.o Developed WBS and deliverables to the executive teamo Maintained accountability of the project budget of $2 million, which crossed into two fiscal periods. o Led annual external CPA audits. o Led special projects as needed. Show less

o Responsible for the oversight and day-to-day management of $8 million inventory.o Implemented formal inventory control policy and procedureso Reduced external audit time and costs from full day to half day o Enhanced reporting of inventory o Provided oversight guidance related to general accounting o Worked with operations department to assure appropriate scope and coverage of regulatory riskso Created summary and ad hoc reporting of results and other… Show more o Responsible for the oversight and day-to-day management of $8 million inventory.o Implemented formal inventory control policy and procedureso Reduced external audit time and costs from full day to half day o Enhanced reporting of inventory o Provided oversight guidance related to general accounting o Worked with operations department to assure appropriate scope and coverage of regulatory riskso Created summary and ad hoc reporting of results and other informationo Led special projects as neededo Operational Budgetingo Month end close o Management of accounting functionso Developed Key Performance Indicator for Distribution Center Show less

Phoenix

o Responsible for the oversight and day-to-day management of the Payment Card Industry (PCI) Compliance Program.o Supported the Organization, in the execution of PCI Compliance s by responding to questions, providing training, communicating changes/best practices, and creating program enhancements;o Worked with operations department to assure appropriate scope and coverage of regulatory risks;o Monitored PCI Compliance processes and results to assure consistent and correct execution… Show more o Responsible for the oversight and day-to-day management of the Payment Card Industry (PCI) Compliance Program.o Supported the Organization, in the execution of PCI Compliance s by responding to questions, providing training, communicating changes/best practices, and creating program enhancements;o Worked with operations department to assure appropriate scope and coverage of regulatory risks;o Monitored PCI Compliance processes and results to assure consistent and correct execution of audit program; including reviewing individual reports prior to issuance and performing a quality review of work papers;o Created summary and ad hoc reporting of results and other information;o Identified issues/trends related to PCI Compliance Examinations and drove corrective action with management;o Led special projects and participated on traditional audits related to PCI.o Operational Budgetingo Month end close o Management of accounting functionso Responsible for revenue share payments. Show less

Management and leadership of the Accounting Department in a multi-million dollar food distribution company. Accountable for all aspects of Shared Services including finance and accounting functions, information systems, human resources, strategic planning. • Successfully implemented improved key performance indicators for three business units to include transportation• Reduced internal financial reporting time from four days to one day allowing for quicker execution of cost… Show more Management and leadership of the Accounting Department in a multi-million dollar food distribution company. Accountable for all aspects of Shared Services including finance and accounting functions, information systems, human resources, strategic planning. • Successfully implemented improved key performance indicators for three business units to include transportation• Reduced internal financial reporting time from four days to one day allowing for quicker execution of cost containment• Directed and managed accounting system implementation from AS400 dos to JD Edwards ERP system. • Designed and successfully implemented chart of accounts for the company • Oversight of company payroll, identified $10K in lost wages• Successfully implemented the DOS based payroll system into an automated payroll system, incorporating functionality into the JD Edwards accounting system • Directly responsible for external stakeholders reporting• Implemented internal audits for the warehouse business unit holding warehouse personnel accountable for damaged and lost products reducing warehouse errors by $50k • Successfully designed and implemented sales and operating budgets • Streamlined internal reporting• Designed chart of accounts to be used by business units standardizing reporting• Improved month end close from one and half months to two week Show less

Accountable for all aspects of inventory, cash disbursements, and joint interest ownership of oil producing wells. • Directly responsible for $3 million of inventory in Oklahoma, New Mexico, and Colorado • Directly responsible for $3 million to $11 million of weekly cash disbursements• Evaluated and implemented control procedures to create reasonable assurance to the accuracy of the financial statements adherence to GAAP and Sarbanes Oxley compliancy.• Successfully integrated… Show more Accountable for all aspects of inventory, cash disbursements, and joint interest ownership of oil producing wells. • Directly responsible for $3 million of inventory in Oklahoma, New Mexico, and Colorado • Directly responsible for $3 million to $11 million of weekly cash disbursements• Evaluated and implemented control procedures to create reasonable assurance to the accuracy of the financial statements adherence to GAAP and Sarbanes Oxley compliancy.• Successfully integrated inventory from two acquired oil and gas corporations. • Successfully converted inventory from AS400 Dos based inventory module to Oracle ERP Inventory module, incorporating automated cost allocations. • Standardized inventory reporting and internal controls for three business units • Reconciled various general ledger accounts Show less

Operations Team/Project Manager with direct responsibility for leading and directing subordinates. • Provided support counseling to military and civilian personnel, including mission-critical incidents• Implemented effective staff and resource management strategies• Selected to receive and disseminate advanced military combat training to assigned teams.• Supervised, trained, and evaluated military personnel.• Managed employee development and training• Mentored and… Show more Operations Team/Project Manager with direct responsibility for leading and directing subordinates. • Provided support counseling to military and civilian personnel, including mission-critical incidents• Implemented effective staff and resource management strategies• Selected to receive and disseminate advanced military combat training to assigned teams.• Supervised, trained, and evaluated military personnel.• Managed employee development and training• Mentored and reinforced proper conduct and bearing of junior enlisted• Collected and reported operational related information, to include the processing of information into intelligence • Evaluated and analyzed intelligence, psychological operations and estimates to determine operational feasibility. • Coordinated resources requirements for the development, production, and dissemination of psychological operations• Prepared analysis on psychological operations related to intelligence, plans, campaigns and products presented to upper management. Tasked with the integration of psychological operations planning, in support of overall objectives. Show less

Mba, Operations Management

Certificate, Project Management

Mba, Finance And Accounting

Bs, Accounting

Accounting And Finance

Activities and Societies: Sigma Alpha Epsilon