James Roberts

James Roberts Email and Phone Number

Chief Financial Officer @ Marine Science Institute
Vallejo, CA, US
James Roberts's Location
San Carlos, California, United States, United States
James Roberts's Contact Details
About James Roberts

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

James Roberts's Current Company Details
Marine Science Institute

Marine Science Institute

View
Chief Financial Officer
Vallejo, CA, US
Website:
sfbaymsi.org
Employees:
130
James Roberts Work Experience Details
  • Marine Science Institute
    Chief Financial Officer
    Marine Science Institute
    Vallejo, Ca, Us
  • Marine Science Institute
    Treasurer & Cfo
    Marine Science Institute May 2021 - Present
  • Perceptive Insights
    Financial Consultant
    Perceptive Insights 2013 - 2017
    Provide 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.
  • Flagship Facility Services, Inc.
    Interim Controller For Flagship Companies
    Flagship Facility Services, Inc. Aug 2013 - Mar 2014
    San Jose
    Managed 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.
  • Mlslistings, Inc.
    Director Of Finance
    Mlslistings, Inc. 2006 - 2012
    Sunnyvale, 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.
  • Re Infolink
    Controller
    Re Infolink 2006 - 2007
    Campbell, Ca
    Now 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.
  • Matagrano, Inc.
    Controller
    Matagrano, Inc. 2000 - 2006
    South 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

Financial Reporting Forecasting Budgets Mergers And Acquisitions Risk Management Financial Modeling Strategic Planning Due Diligence Financial Analysis Us Gaap Cash Flow Forecasting Internal Controls Banking Managerial Finance Strategic Financial Planning Analysis Management Accounting Salesforce.com Insurance Business Analysis Start Ups Process Improvement Revenue Recognition Leadership Cash Management Negotiation Microsoft Excel Financial Systems Cash Flow Mergers Change Management Business Process Improvement Financial Planning Finance Budgeting

James Roberts Education Details

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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