Robert Purser Email & Phone Number

Orange, Ca, Us

I'm honored to serve on the GEO Board and as part of the Finance committee. I am appreciative of the opportunity to continue to support GEO in advancing the knowledge equity-based compensation worldwide.

Gb

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Responsible for the E*TRADE Corporate Services’ consulting practice that develops and delivers professional services engagements for advanced data services, advanced financial reporting services, custom reporting solutions, technology solutions and custom participant communications for E*TRADE’s public company clients. Responsible for the sales, delivery and client satisfaction for all of Advanced Solutions services. Accomplishments: • Grew the overall Advanced Solutions practice by 33% during 2015.• Stream lined the Statement of Work process and reduced the overall time to create/review the Statement of Work from 3 weeks to an average of 1 week.

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Responsible for a consulting practice that develops and delivers financial reporting services and custom reporting solutions for E*TRADE public company clients. Responsible for the sales, delivery and client satisfaction related to reporting solutions services. Manage a team of reporting specialists.

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Responsible for the accounting, tax and financial reporting strategic vision for all E*TRADE equity compensation software platforms. Product management responsibility for system enhancements and reporting usability testing. Client facing role that participates in resolution of client product support and implementation issues. Technical subject matter expert related to ASC 718 (formerly FAS 123R), ASC 260 and IFRS 2.

Alpharetta, Ga, Us

Financial and valuation consulting

Alpharetta, Ga, Us

Directed all accounting, financial management, treasury, contract administration, risk management and renewable energy procurement activities. Prepared and presented board financial packages. Responsible for implementation of new contract, credit and cash management policies that resulted in positive operational cash flow. Built a risk management system for renewable energy procurement and customer contract exposure. Accomplishments: • Created new accounting policies and procedures to ensure that company’s financial statements were in conformity with GAAP and then successfully restated 3 years of financial statements.•Initiated strategic business model changes that facilitated Company revenue growth from $6 million per year to $30 million•Created new accounting policies and procedures to ensure that company’s financial statements were in conformity with GAAP and then successfully restated 3 years of financial statements.•Implemented a new procurement strategy for 2008 that led to $3+ million savings in cost of sales. •Designed a new pricing structure and procurement strategy that led to a new $4 million contract.•Initiated and finalized a $1.5 million bank line of credit.• Negotiated and structured repayment of debt and repurchase of company stock that increased shareholder value by $1.2 million.

New York, Ny, Us

Vice President Finance - ESG AmericasManaged financial planning for the $650 million Americas division, including coordination of divisional budgeting process, sales commission processing and accounting, internal management reporting, quarterly sales forecast, analysis of divisional revenue and P&L forecasts. Divisional Controller – Discrete Manufacturing DivisionManaged global divisional accounting and financial planning for division with $500 million in revenue. Reviewed and evaluated all sales contracts to determine the appropriate revenue recognition in compliance with SAB 104 and SOP 97-2. Managed global software royalty processing and accounting. Accomplishments: •Strategic planning and integration of financial operations for merger of Infor and SSA Global.•Completed financial due diligence, purchase price accounting and integration related to 4 acquisitions.•Planned and managed the integration plan for the Mapics, Inc. acquisition, a $300 million public company.

Lutz, Florida, Us

Managed the accounting, tax, loan accounting and financial reporting functions. Maintained all banking and insurance relationships. Managed initial implementation of Sarbanes Oxley including SOX 404 and SOX 302. Wrote initial SEC filing (10-Q) and reviewed all subsequent filings for the proper application of GAAP and SEC regulations for all financial information. Managed the derivative accounting function including writing technical position memorandums. Served on various executive management committees including risk management, benefits & compensation and loan funding.Accomplishments:• Financial owner of 2004 IPO filing (S-11) process, including drafting of document, supporting all financial information and drafting the response letters to SEC comments.• Initiated and managed a workman’s compensation insurance project that saved the company $200,000 per year in premiums. • Managed the implementation of three financial/accounting software systems.

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Provided expertise in the application of GAAP for all financial reporting including the preparation of SEC filings (10-Q and 10-K). Managed the process of SEC filing (S-3) for secondary stock offering. Maintained relationship with external auditors and coordinated the quarterly reviews and year-end audit. Implemented Lawson financial system. Managed a team of 34 including 24 professionals.

London, Gb

Supervised audit engagements for public and privately held companies including three initial public offerings (IPOs), numerous acquisition audits and reviews of SEC filings. Industry focus in health care, telecommunications, software, transaction processing and financial services industries.