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.

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.

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.

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.

• 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.
• 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.
• 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

• 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.
• Successfully integrated inventory from two acquired oil and gas corporations.

• 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

Mba, Operations Management

Certificate, Project Management

Mba, Finance And Accounting

Bs, Accounting

Accounting And Finance

Activities and Societies: Sigma Alpha Epsilon