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Experienced and Certified financial professional. Proven abilities and leadership to guide management teams through successful decision-making and developing effective strategies for improved results. Accomplished record of developing and implementing comprehensive strategies for reducing costs, streamlining procedures, and enhancing cash flow.Total financial management responsibility in several industries up to $90 million in revenue. Analytical and organized with a history of establishing processes, systems, and controls that ensure effective management of corporate finances.Specialties: • Financial Reporting and presentations – Board of Directors, Shareholders, Owners• Cost Cutting – While maintaining company competitiveness• Risk Management – Implemented self insurance and safety programs• Financial Systems, Controls – Design and implementation• Integrated budgeting and forecasting – P&L to cash flow• Revenue Recognition – Deferred revenue and matching issues• Financial Planning and Analysis – Rolling Forecast, NPV and ROI
Marine Science Institute
View- Website:
- sfbaymsi.org
- Employees:
- 130
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Chief Financial OfficerMarine Science InstituteVallejo, Ca, Us -
Treasurer & CfoMarine Science Institute May 2021 - Present -
Financial ConsultantPerceptive Insights 2013 - 2017Provide financial services to entrepreneurs and startups.• Developed 5 year financial and funding plans for online real estate start-up.• Conducted CFO financial review for mobile app start-up finding improvements in cash flow & risk management. -
Interim Controller For Flagship CompaniesFlagship Facility Services, Inc. Aug 2013 - Mar 2014San JoseManaged multi-state finances for $90 million diverse facility maintenance group of companies with a staff of 14.• Simplified worker’s comp self-insurance cost projections which reduced reserve and increased accuracy.• Completed multi-union sick and vacation project that had taken years of effort by focusing on fundamental decision points. -
Director Of FinanceMlslistings, Inc. 2006 - 2012Sunnyvale, Ca• Promoted to Director of Finance after successful merger and business relocation.• Increased subscriber renewals 1-2% year-over-year for three years by collaboration with Communications & Marketing saving $250,000/yr. during an industry decline.• Negotiated a line of credit and new banking relationship for the company reducing banking fees 25% and allowing for flexible cash flow arrangements.• Improved scalability through eCommerce project that enhanced customer billing and online information management. -
ControllerRe Infolink 2006 - 2007Campbell, CaNow a subsidiary of MLSListings, Inc.• Managed Finance, Revenue and Treasury functions for the firm that provides Multiple Listing Services (real estate website) to 21,000 Realtors® and public website.• Direct involvment in merger negotiations, preparation and presentation of financial due diligence to Board Directors. -
ControllerMatagrano, Inc. 2000 - 2006South San Francisco, Ca• Complete financial and administrative responsibility for beverage distributor.• Successfully completed a complex ERP software conversion within the first nine months.• Reduced manpower needs 11% and improved cash management by establishing a budget process that integrated financial ratios, manpower goals, and volume targets.• Successfully implemented insurance restructuring saving $500,000/yr.• Negotiated new financing and banking relationship for long and short term borrowing.
James Roberts Skills
James Roberts Education Details
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Accounting And Finance -
Business And Computer Science
Frequently Asked Questions about James Roberts
What company does James Roberts work for?
James Roberts works for Marine Science Institute
What is James Roberts's role at the current company?
James Roberts's current role is Chief Financial Officer.
What is James Roberts's email address?
James Roberts's email address is su****@****-11.com
What is James Roberts's direct phone number?
James Roberts's direct phone number is +170765*****
What schools did James Roberts attend?
James Roberts attended University Of Washington, Michael G. Foster School Of Business, Washington State University.
What are some of James Roberts's interests?
James Roberts has interest in Politics, Science And Technology, Environment, Disaster And Humanitarian Relief.
What skills is James Roberts known for?
James Roberts has skills like Financial Reporting, Forecasting, Budgets, Mergers And Acquisitions, Risk Management, Financial Modeling, Strategic Planning, Due Diligence, Financial Analysis, Us Gaap, Cash Flow Forecasting, Internal Controls.
Who are James Roberts's colleagues?
James Roberts's colleagues are Abby Reilly, Jesus Jimenez, Refly Rumondor, Tiffany Murzi-Moyce, Sarina Baratta, Maricel Caro, Nia Fox.
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James Roberts
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James Roberts
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