Doug Robertson Email and Phone Number
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OFFERING:Experienced professional with enterprise accounting and finance background; focused on planning, execution and management; competent at analysis and reporting. Skilled with G/L cost and revenue accounting.DEMONSTRATED STRENGTHS: Reconciliations & Audit Fiscal Management & Accounting operationsFinancial Leadership Pricing & Contract NegotiationBudget Management Month-End Close Policy Decisions Investment selection & oversight Self-motivated, goal-oriented leader experienced in business management with varied organizational environments; knowledgeable in the application of strategic planning, leadership, communication, motivation, decision-making, and controls; excellent business acumen who balances business planning management with hands-on “can do” attitude. Recognized for exceptional customer satisfaction and the ability to create trust and build lasting professional relationships.
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Chief Financial OfficerCommunity Action MarinMill Valley, Ca, Us
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Director Of FinanceBurning Man Jul 2009 - Oct 2024San Francisco, Ca, Us• Directed financial management for a $70 million Non-Profit Event Production company• Accountable for all aspects of Budgeting, Cash flow forecasting, Accounting management, Reporting & Audit for the organization• Managed accounting staff of 5, AP, Payroll, Accounting Manager• Interfaced with CPA on multiple levels from corporate taxes, audits, individual tax returns K1’s• Provided vision to the executive team, owners and board• Initiated business transition plans for the conversion of a for-Profit LLC to a non-Profit 501c3 the Burning Man Project -
ControllerBrightline Consulting / Maybach Foundation Aug 2008 - Jul 2009San Francisco, California, Us• Provided financial controller services to a Family Office, real estate management and development company, a 501c3 non-profit (Maybach Foundation), and Asset Management LLC • Accountable for organizing and directing the companies overall Financial Operations, Insurance, Accounting, Budgeting, Cash Flow, Payroll, employee benefits analysis and coordination • Interfaced with CPA on multiple levels from individual tax returns and K1’s• Interfaced with executives, owners, and board on various financial and accounting needs• Initiated transition of financial operations to new banking relationships• Developed financial reporting for narrative explanations to improve management's understanding and ability to affect operating results• Rebuilt new accounting files (QuickBooks) for improved accuracy and use -
CfoPacific Union Development Co. Jul 2007 - Aug 2008• Oversee the financial management of 7 real estate properties with book assets of 37.5M and revenues of 16.5M in 2007• Accountable for organizing and directing the companies overall Financial Operations • Interfaced with CPA on multiple levels from individual tax returns and K1’s to HUD mandated audits • Established Cash Flow analysis and forecast modeling to better manage partner distributions• Proficient in MAS 90 accounting software, Microsoft FRx reporting software, Sage FAS Fixed Asset software, ADP payroll software • Managed accounting staff of 3, coordinated with property managers and HOA for ongoing support • Developed financial reporting for narrative explanations to improve management's understanding and ability to affect operating results
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Client Accounting ManagerPacific Crest Group Apr 2006 - Jul 2007San Rafael, Ca, Us• Provided on-site contract accounting and bookkeeping services. i.e. A/P, A/R, reconciliations, budget, cash flow forecasting • Established policy, procedure, controls and documentation• Managed the finances for several growing businesses• Set-up accounting and payroll systems • Counseled clients on business performance using financial analysis• Served as a business development lead, growing client base, selling to and servicing existing clients• Certified QuickBooks 2007 advisor, Peachtree, QuickBooks assisted payroll -
Private BankerWells Fargo 2004 - 2005San Francisco, California, Us• Cultivated $3 million of new loans in 1st quarter of production• Grew client base by 20% through cross selling and servicing existing clients• Counseled clients regarding lending needs, advised on credit and loan structure• Proficiently governed broad banking activities for high-net worth clients -
Investment SpecialistCharles Schwab 1997 - 2004Westlake, Texas, Us• Cultivated $45 million in net new assets, exceeding targets by 20% Y2003• Managed high net worth client relationships involving all aspects of Schwab’s services• Counseled clients on the formation of investment goals, recommending and inspiring specific actions • Initiated contact with prospective clients for the purpose of developing business relationships• Utilized broad knowledge on investment market, terminology, instruments, yield, rates, etc., to analyze investment vehicles and to outline specific strategies for clients • Delivered various investment seminars to novice and experienced investors• Advised clients regarding the use of Investment Advisors and Financial Planners -
Cost Controller/ Internal AuditorResort At Squaw Creek 1995 - 1997• Responsible for the month-end food and beverage general ledger accounting• Project manager for Point of Sale system overhaul• Accountable for three Point of Sale network systems, programming, maintenance and data• Generated daily and monthly food and beverage COGS and profit reports to track performance• Advised Management and Executive committees on changes to improve financial performance• Managed all aspects of month-end inventories for accuracy and timeliness• Balanced and reconciled daily journal entries for all cost and revenue G/L postings
Doug Robertson Skills
Doug Robertson Education Details
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California State University, ChicoManagement And Operations
Frequently Asked Questions about Doug Robertson
What company does Doug Robertson work for?
Doug Robertson works for Community Action Marin
What is Doug Robertson's role at the current company?
Doug Robertson's current role is Chief Financial Officer.
What is Doug Robertson's email address?
Doug Robertson's email address is do****@****ail.com
What is Doug Robertson's direct phone number?
Doug Robertson's direct phone number is +141586*****
What schools did Doug Robertson attend?
Doug Robertson attended California State University, Chico.
What skills is Doug Robertson known for?
Doug Robertson has skills like Leadership, Financial Reporting, Event Planning, Event Management, Management, Payroll, Finance.
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