Robert Thomas Email & Phone Number

Greater London, England, United Kingdom

As a Strategic Financial & Portfolio Director, i am responsible for shaping and executing the organization’s financial strategy and portfolio management to align with long-term business objectives. I develop and oversee strategic financial plans, ensuring that investment decisions and resource allocations support the company's growth and profitability goals. This role involves conducting comprehensive analysis of financial data, market trends, and investment opportunities, and providing actionable insights to senior leadership for strategic decision-making. I manage capital allocation, risk assessments, and financial modeling to optimize the company's portfolio performance and return on investment.In addition to strategic oversight, i ensure effective management of the organization’s investment portfolio. I monitor and evaluate the performance of various assets and investment vehicles, making recommendations for adjustments to maximize returns and manage risks. This role involves close collaboration with investment managers, financial analysts, and other key stakeholders to ensure that the portfolio aligns with the company’s strategic objectives and risk tolerance. I also play a crucial role in communicating financial strategies and performance metrics to the board of directors and other stakeholders, providing transparency and fostering confidence in the organization’s financial direction.

701 E Cathedral Rd, Philadelphia, Pa 19128

I oversaw the financial and operational aspects of an organization to ensure efficient and effective performance. I developed and implemented financial strategies, managing budgets, and monitoring financial performance to align with the company’s goals. I ensured accurate financial reporting, compliance with regulations, and the integrity of financial controls. I led operational initiatives, optimizing processes, and systems to enhance productivity and streamline workflows across departments. I was responsible for overseeing daily operations, including supply chain management, facility operations, and resource allocation. I worked closely with other departments to identify operational inefficiencies and implement improvements. By integrating financial and operational strategies, i supported the organization’s growth and operational excellence, ensuring that both financial and operational goals are met and that resources are utilized effectively to drive overall business success.

United States

I was responsible for steering the financial strategy of an organization, which involves developing and implementing comprehensive financial plans that align with the company's goals. This includes overseeing budgeting, forecasting, and financial modeling to ensure the organization’s resources are optimally allocated. I played a critical role in guiding long-term financial planning and investment decisions, providing strategic insights that support the company’s growth and stability. I ensured accurate and timely financial reporting and analysis by preparing detailed financial statements and reports, analyzing financial performance, and identifying trends and variances. I managed cash flow and working capital, ensuring liquidity and financial health. I oversaw risk management practices to mitigate financial risks and ensure compliance with regulatory requirements, thus safeguarding the organization's assets and integrity. I led the finance team, fostering a high-performance environment through recruitment, training, and development. I am a communicator with the board of directors, investors, and other stakeholders, providing critical financial insights and updates. Additionally i managed the relationships with financial institutions and oversees the implementation of financial systems and technology to enhance reporting and operational efficiency.

United States

I played a pivotal role in supporting and executing the organization’s financial strategy. My primary responsibilities include overseeing the preparation of financial reports, managing budgeting processes, and ensuring compliance with accounting standards and regulatory requirements. I collaborated closely with the Chief Financial Officer (CFO) to develop and implement long-term financial goals and strategies, providing critical insights and analysis to guide decision-making and improve overall financial performance. In addition to financial planning and reporting, i am also responsible for managing the organization’s cash flow, liquidity, and risk management strategies. I oversaw treasury operations, investment activities, and ensure that appropriate measures are in place to protect the organization’s financial assets. I also develops and enforces financial policies and procedures, ensuring that internal controls are robust and that financial operations run smoothly and efficiently. I led and mentored the finance team by fostering a high-performance culture, managing team members, and ensuring professional development within the department. Finally, i maintained relationships with external stakeholders, such as auditors, tax advisors, and financial institutions, and plays a key role in strategic initiatives and special projects. This position requires a blend of strategic insight, operational expertise, and leadership to support the organization’s financial health and growth.

New York, United States

I identify and pursue new business opportunities to drive growth and revenue for the organization. This involves conducting thorough market research to pinpoint potential clients, partnerships, and new market segments. I was responsible for developing and executing strategic plans to capitalize on these opportunities, crafting compelling business proposals, and negotiating contracts to secure new deals. Building and nurturing relationships with key stakeholders and decision-makers is crucial, as the manager needs to understand client needs and position the company’s offerings effectively to address those needs. In addition to pursuing new business, i collaborates closely with internal teams, such as sales, marketing, and product development, to align strategies and enhance overall business efforts. I track the performance of business development activities, analyzing results and refining strategies as needed to meet growth targets. By integrating insights from market trends and client feedback, I always ensure that the business development efforts support the organization's long-term objectives and contribute to its overall success.

United Kingdom

I played a pivotal role in supporting strategic financial decisions by conducting in-depth financial analysis and modeling. I prepared detailed financial reports and forecasts that help guide the organization's budgeting and strategic planning processes. This involves analyzing financial statements, identifying trends, and making recommendations based on quantitative data to improve financial performance and efficiency. In addition i evaluate investment opportunities and assessing financial risks. I analysis sensitivity testing to provide insights into potential outcomes and support decision-making on projects and investments. Also, i collaborate with other departments to gather relevant data and ensure that financial analyses align with overall business objectives. I played a key role in enhancing financial reporting systems and processes. I was responsible for maintaining and refining financial models, ensuring the accuracy and reliability of financial data, and supporting the preparation of presentations for senior management and stakeholders. My expertise helps in identifying areas for financial improvement and provides actionable insights to drive the organization's financial strategy.

California, United States

I oversaw the financial health of an organization by managing financial planning, budgeting, and forecasting activities. I develop and implement financial strategies that align with the company’s objectives, ensuring that resources are allocated effectively to support business goals. I prepared a detailed financial reports, monitoring financial performance, and analyzing variances to provide insights and recommendations for improving financial efficiency. In addition to strategic planning, i ensured accurate financial reporting and compliance with regulatory requirements. I oversaw the preparation of financial statements, manage internal controls, and coordinate audits to maintain the integrity of financial data. I am involved in risk management, identifying potential financial risks, and implementing mitigation strategies to safeguard the organization’s assets. I led a team of finance professionals, guiding their development and ensuring high performance. I worked closely with other departments to support business operations and provide financial insights for decision-making.

Master'S Degree, Banking, Corporate, Finance, And Securities Law, Juris Doctor (Jd) Degree

Bachelor'S Degree, Finance And Financial Management Services