Robert Cho Email & Phone Number

San Francisco, Ca, Us

San Francisco, California, United States

San Francisco

• Was lead for Nectar Communications in successful acquisition of company. Led and executed all due diligence requirements, was primary contact for all audit, legal, finance and operational inquiries • Lead month close process and review income statements, balance sheets and trial balances• Create and maintain monthly rolling cash forecasting models • Create, maintain and update rolling budgets/forecasts • Partner with company leadership to develop overall business strategy and execution of initiatives for both short term and long term objectives• Manage client & subcontractor contract & NDA creation as well as contract and pricing negotiation for new and existing clients• Partner with and provide guidance to senior leadership for client financial management, staffing and client relationship strategy• Serve as go to for all departments and employees to ensure knowledge sharing and communication• Implemented and maintain employee utilization and client profitability reporting to drive efficiency and margin. Reporting has increased visibility of resource availability across management staff allowing for better overall utilization of staff resources • Manage and execute all accounting and finance functions including FP&A, AP, AR, billing and GL functions • Manage operations team and all operations functions including HR & IT• Created process and dashboards to provide Partners with monthly analysis of key cost and profitability drivers. Increased Partners’ visibility into key business performance metrics that helped to maintained budget targets and profitability margins• Managed migration and conversion to new ERP, payroll, HRIS systems • Manage insurance renewals and assist in employee benefit open enrollment. • Manage banking accounts & relationships• Manage tax filings and execute all local tax submissions & payments• Managed office space leases/negotiations and coordinated office move

San Francisco

- Primary finance contact for all US operations. Included 5 separate cost centers & P&Ls- Manage local finance team and overseas accounting team to ensure proper process and coding for AP, AR, billing and GL - Compile monthly dashboards to review key cost and profitability drivers with department leads- Lead annual budgeting/forecasting process with department leads. Provide guidance on historical costs & revenue and identify areas needing improvement or greater efficiency- Create pricing modeling and budgeting for potential new business opportunities- Provide scenario planning to department leads for forecasting as well as mid year re-forecasting - Lead implementation of new payroll system, manage and execute payroll for all US entities- Manage tax submissions to ensure all payments are made within Federal & State deadlines- Manage cash flow for all US business units and reporting back to headquarters in Ireland- Implemented and maintain employee utilization and client profitability reporting for largest US business unit to ensure levels of utilization are met to drive revenue- Assist in evaluation of possible acquisitions, including financial statement review and being primary liaison to the acquisition companies- Lead exploratory process for possible capital raises, primary through bank relationships- Assist in numerous ad hoc projects related to operations, HR and finance

San Francisco

- Worked with Atlanta managing director and finance director to create annual revenue, expense and profit forecasts. Collaborate with managing director on quarterly forecast revisions.- Compile reports for monthly finance reviews with senior leadership. Review employee utilization, client profitability and revenue forecasts- Drive revenue budgets/forecasts and quarterly revisions for 4 offices. Work directly with senior management to determine revenue and employee capacity to ensure both are in line with metrics driven by parent company- Assist in price modeling and budgeting for new client and new projects for existing clients- Review credit for potential new clients to determine possible risks- Manage outsourced accounting and billing teams. Provide new training when new tasks are rolled out to team.- Lead month end close for Atlanta office which includes revenue recognition, expense accruals and final reporting to corporate headquarters. Assist Finance Director with month end close and reporting of revenue for west coast offices.- Provide CEO with mid month and end of month dashboards highlighting employee utilization, client billing, outstanding AR, forcasted vs. actual revenue and profit margin- Create and analyze client budgeting models to ensure work is conducted within budget guidelines and revenue forecasts are met- Provide strategic guidance to account managers and senior management with regards to financial processes for new and existing clients

San Francisco Bay Area

- Managed client finance team of 4 to ensure billing and financial SOPs were being met - Assisted in Month-end close & Revenue Recognition - Performed all month-end client revenue calculations for Agency reporting - Submitted necessary journal entries to resolve any revenue or balance sheet discrepancies - Completed monthly & quarterly reporting documentation requirements for Draftfcb Worldwide - Reviewed monthly Balance Sheet reconciliations and resolve any issues - Followed up on client Accounts Receivable and Billing Management - Oversaw the billing, A/R, and job management completed by our Business Analysts - Coordinated monthly WIP & A/R meetings with Analysts to identify any major concerns or issues that need immediate attention - Explained any WIP & A/R issues at monthly Balance Sheet meetings with CFO - Worked to resolve any escalated issues, including identifying potential write-offs - Actively participated in and produce documentation for various audits (SOX and internal audits) - Performed periodic audits of Business Analysts records to insure Agency compliance with client and internal audit needs - Adhere to Draftfcb, IPG, and Sarbanes-Oxley standard policies and procedures

Assist Finance Director with month end close and reporting of revenueProvide financial support for 5 offices; AtlantaPrepare and maintain database for collection and analysis of monthly revenue projectionsWork with corporate billing manager and company controller to ensure billing deadlines are met and proper procedure is followed Liaison with client financial contacts to ensure proper billing and payment procedures are followedPrepare weekly revenue reports as well as individual client budget tracking reports for West Coast Offices to assist account teams in meeting revenue projections and with budget managementWork with New York accounting team and the local Account Directors to ensure billing deadlines and requirements are metWork with Finance Director, company Controller, account teams and clients to resolve AR and AP issuesProvide analysis for billing inquiries and problemsConduct finance training for all new employees as well as follow up training in finance procedures for existing employees.Created and maintain billing logs and financial training materials to assist Account Teams Implemented and executed new timesheet policy to ensure compliance with Sarbanes-OxleyWork directly with the West Coast Finance Director in all aspects of financial support for the West Coast Offices Execute ad hoc projects requested by West Coast Finance Director and Account Teams

Processed vendor payables and expense reports for four west-coast officesInteracted with vendors to obtain proper tax documentation for system setupPrepared monthly billings for clientsInteracted daily with financial analysts, account teams and office managers to ensure proper billing for clients and payment of vendor accountsMaintained monthly accounts payable checklists

Assisted site supervisor with consumer-related class action litigation settlementsActed as the 'case lead' for multiple cases with class sizes ranging from 300 to 5000+ claimantsCalculated formulas for settlements according to court stipulationsWorked within specific court ordered deadlinesInterfaced with attorneys regarding application of settlementPersonally handled 90-95% of administration for numerous casesAssisted in administration for settlements with class sizes in excess of 200,000 claimantsHelped to develop specialized in house database softwareSKILLS & TRAINING:Proficient in Microsoft Office, Internet applications, Financial Applications (Cost Point, Maconomy, Business Objects) and Adobe programs; able to operate in cross platforms.