Rob Stone Email & Phone Number

Tallahassee, FL, US

• A trusted advisor to PE firms and portfolio companies, Stone Operations assists clients accelerate growth via cross-functional initiative execution, professional management, infrastructure development, and best.
• Established Stone Operations to leverage broad experience across a range of industries (wireless, entertainment, leisure, travel & tourism, fintech) at every stage of growth, from startups to the Fortune 100. Lead.
• Execute a wide range of client engagements involving new portfolio company financial reporting, budgeting and performance management onboarding, add-on acquisition due diligence and integration, and providing support.
• Brandt Global Enterprises – Tallahassee, FL, Reporting Initiative Advisor (July 2022 – Present) – Leading a project activity metrics and reporting initiative to define, design, document, build, test, and launch a.
• Selerix Systems – McKinney, TX, Sales Operations Advisor (October 2022 – April 2023) – Leading a sales reporting development initiative to help the company scale from $20M to $50M annual run-rate across 12 revenue.
• doxo, Inc. – Seattle, WA, Interim Vice President of Operations (January – July 2022) – Assessed current operational capabilities and defined, documented, and proposed a series of initiatives to best utilize a $19M.

Auburn, WA, US

• Served as Chief of Staff for the President of a $2B IT solutions provider, drove the transformation of legacy business processes, and guided cost-effective projects focused on delivering high levels of client.
• Created the Operations Business Analysis Team to develop and deliver Power BI-enabled KPI performance views across 10 teams. Centralized function replaced Excel-based information sharing with a single process that.
• Prepared annual budgets in complete alignment with strategic initiatives and set and monitored performance targets for the Marketing, Supply Chain, Warehousing, and Partner and Product Management functions.
• Led an effort that re-vamped data entry and management processes and improved Marketing Development Funds (MDF) financial hygiene across multiple business functions. Centralized ERP entry and management activities to.
• Led the transformation of the Client Account Management (CAM) organization, responsible for providing support to Zones’ 65 largest customer accounts. Replaced an inefficient email-based support system, encompassing 1M+.

Boston, MA, US

• Led the launch of a web-based training library for private equity accounting solution customers to improve proficiency across the installed user base and minimize support requests in the face of rapid growth. Worked.
• Established a secure client portal, led the creation of a library of 50 training videos to field frequently requested support topics, and greatly reduced the demands on Q-Biz support personnel. Guided communications.
• Headed crucial initiatives that improved data security protocols for housing sensitive investor information, maintained a positive client experience during the upgrade to a new software release, and provided data.

Bellevue, WA, US

• Led a four-person FP&A team responsible for creating detailed monthly packages summarizing the performance of the $40B wireless carrier to majority stakeholder Deutsche Telekom (DT). Delivered regular presentations on.
• Led the transformation of the cash flow forecasting process from a centralized manual effort using spreadsheets to a fully digital platform utilized across the operation. Led a cross-functional team that evaluated and.
• Headed the translation of the 2012 integrated financial plan from US GAAP to the IFRS accounting standard and aggregated multiple business cases to project total company financial performance through 2017.
• Partnered with T-Mobile Corporate Strategy to develop five-year projections for US wireless subscribers and service revenue growth, which was utilized to frame the company's overall strategic plan.
• Led annual impairment testing for a Puerto Rico-based business entity. Compared DCF-based valuations of goodwill and spectrum licenses to carrying values and presented findings to executives and external auditors.

Los Angeles, US

• Led financial modeling and decision support analysis to guide strategic planning and drive future performance within the $150M film printing and digital post-production business units. Leveraged resources from across.
• Developed and presented a financial model to the Division President that secured $25M in capital to build a new motion picture film printing lab and modernize the $75M net sales operation with 400 employees.
• Served as a team member in the 2011 acquisition of LaserPacific Media Corporation. Created the financial deal model, contributed to the Investment Committee presentation, and evaluated deal points with legal counsel.
• Guided key initiatives that included the development of the $80M services sales budget for 2012 and the re-design and launch of a new revenue forecasting process for the $30M Theatrical business. Created the business.

Burbank, CA, US

• Led cross-functional teams in the strategic and financial analysis of expansion opportunities at the Disneyland Resort. Evaluated potential capital investment plans that exceeded $100M, analyzed expansion options for.

Agoura Hills, CA, US

US

Mba, Entrepreneurial Studies

Bachelor Of Arts - Ba, Communications