Robert Cardone Email & Phone Number

Darien, CT, US

Norwalk, Connecticut, US

Responsible for everyday Finance and Accounting for the firm. Prepare SEC filings (10K’s 10Q’s etc.) and verify work done by third party. Prepare weekly Board report

Norwalk, Connecticut, US

• Responsible for all aspects of Finance and Accounting for the firm. Responsibilities include financial planning, risk management, insurance, tax compliance and financial reporting. Develop budgets and forecasts to.
• Assisted in raising $8M of new capital as part of Series Seed 2 funding.
• Developed Key Performance Indicators (KPI’s) to help track, manage and improve the operations of the company.
• Managed move of corporate headquarters to Norwalk, CT.
• Completed PCAOB audits for the fiscal years 2019-2021.

Middletown, Connecticut, US

• Responsible for the company’s finances including financial planning, risk management, and financial reporting. Develop budgets and forecasts to provide the Board of Directors and outside investors with timely updates.
• Helped raise $7.2M of new capital as part of Series A2 funding.
• Developed Key Performance Indicators (KPI’s) to help track and manage the operations of the company.
• Developed internal controls and process and procedures to manage double digit monthly growth.
• Managed firm’s revenue cycle management (RCM) operations.

• Developed the firm’s first Finance department. Recruited, hired and trained a new staff of 7. Direct report to CEO.
• Project manager for successful transition of ERP system from QuickBooks to NetSuite. Also implemented a travel management system, expense reporting system, Corporate credit card program, Avid accounts payable system..
• Developed the Finance Department’s infrastructure and maintained firm’s internal controls during the Company’s growth from $11M to $300M in revenues and headcount from 95 to 440 in 4 years.
• Part of the due diligence team that successfully sold the company to New Mountain Capital.

Purchase, NY, US

• Direct report to CEO. Oversaw all Finance and Accounting aspects of the firm including monthly and annual close of all subsidiary entities and consolidation of parent results including reports required by regulatory.
• Successfully started a new Finance department during carve out from parent company. Recruited, hired and trained a new staff. Reduced headcount from previous 7 to a new team of 4. Cut month end close by 3 days.
• Program manager for successful NetSuite ERP implementation.

Forchheim, DE

• Lead Finance and Controlling (FICO) business partner and project lead on the implementation of SAP financials for the US Diagnostics business. Coordinated business requirements, testing and training for 13 sites and.
• Key member of the Finance team that transitioned accounting work to Siemens Shared Services (SAS).
• Created a monthly management report for the US operations, creating visibility to key elements of revenue, cost and variations from budget/prior year. Recommend corrective actions to achieve yearly financial goals.

New York, NY, US

• Directed the daily accounting activities and monthly close process. Prepared consolidated financials for 6 legal entities and 38 worldwide offices. Managed firm’s Cash Management area, domestic travel program and.
• Established firms Risk Management program including its worldwide insurance program.

• Successfully transitioned Accounting Department from St. Louis, MO to Greenwich, CT. Recruited, hired and trained a new accounting staff without missing statutory or management reporting requirements or deadlines.
• Documented, tested and achieved Sarbanes-Oxley Compliance for year-end 2004. Modified and developed processes and policy in implementing effective financial reporting controls required by Sarbanes-Oxley Section 404.
• Implemented policy and developed procedures for the monthly reconciliation of all 1,700 Balance Sheet accounts in the General Ledger. Developed and implemented accounting policy and procedures for fixed asset.

New York, NY, US

• Established a Treasury Department for the largest global electronic agency securities broker.
• Defined and executed an investment strategy that lowered the corporate tax rate by 1.5%.
• Recognized by the CFO for performing “an excellent job in establishing the treasury function, making a significant contribution to the IPO and managing corporate liquidity during the World Trade Center crisis.”
• Partnered with operations to develop and implement funding procedures for the clearing business. Secured a $200M broker line of credit and instituted daily balance monitoring and cash projections for future funding.

New York, NY, US

• Developed the Finance Department’s infrastructure and maintained internal control during the Company’s growth from $60M to $950M in revenues and headcount from 180 to 2,100 employees.
• Project Manager for the implementation of Oracle Financials Software, which included migration of the general ledger, A/P, inventory and fixed assets.

New York, NY, US