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Multi-year experience in Public and Corporate Accounting.Consulting with entrepreneurial growth companies in the areas of accounting, banking, financing, cash forecasting, and budgeting.Property Management and Client Relations at the Ben Craig Center facility of entrepreneurship, and Director of Finance and Operations of Ventureprise, Inc.Goals: continuing to foster entrepreneurship in the Charlotte region by guiding my clients on a path of planning for successSpecialties: Consulting with clients about their company's financial picture and potential future if the proper planning is put in place.
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Senior ControllerNexagyCharlotte, Nc, Us
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ControllerRvirtualcfo Feb 2024 - PresentCharlotte, North Carolina, United StatesProviding part-time outsourced Controller and CFO services to growth stage companies. Managing bookkeepers and monthly close process. Creation and maintenance of client budgets, cash flows, and operational efficiencies in the accounting arena. Access to other professional resources needed, such as bankers, attorneys, tax accountants, payroll providers, and IT services. -
Bizops ControllerCla (Cliftonlarsonallen) Jun 2022 - Oct 2023Charlotte, North Carolina, United StatesProviding part-time outsourced Controller and CFO services to growth stage companies. Managing bookkeepers and monthly close process. Creation and maintenance of client budgets, cash flows, and operational efficiencies in the accounting arena. Access to other professional resources needed, such as bankers, attorneys, tax accountants, payroll providers, and IT services. -
CfoTechworks Gaston Aug 2016 - Jun 2022Belmont, Nc -
PresidentAldrich Cfo Services, Inc. Jan 2013 - Jun 2022Provide part time contract CFO/Controller services for early and growth stage companies. Ideal client is a company with an in-house accountant/bookkeeper looking to grow to the next level through proper planning and analysis. Typical contract is 1-2 days per month. Niche client has between $1,000,000--$10,000,000 in annual revenue with 5-20 employees. Services tailored to specific client and situation, but partial list is below.Reporting: --confirm accuracy of financial records and reports--create customized KPIs (key performance indicators) and benchmarks--manage A/R and A/P. Oversight: --increase owner comprehension of the reports--manage banking, tax official and tax preparer relationships and negotiations--optimize insurance premiums and coverage.Budgeting/Cash Flow: --evaluate areas for growth and opportunities for savings--create/manage budgets, cash flow projections and variances--establish and maintain strategic plan objectives.Procedures Optimization: --enhance policies and procedures--optimize operations and efficiencies and reduce redundancy--monitor internal controls.
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CfoConfianz Global, Inc. Apr 2019 - May 2022Charlotte, Nc -
CfoZapps Wholesale May 2021 - Apr 2022Belmont, Nc -
CfoOpen Broadband Llc Oct 2018 - Feb 2022Charlotte, Nc -
CfoWe Sell Mats Jan 2019 - Dec 2021Mooresville, Nc -
Director Of Finance And OperationsVentureprise, Inc. Nov 2004 - Dec 2012Responsible for all financial reporting/budgeting aspects of the Center- Preparation and review of monthly financial statements- Presentation of financials to President, Finance Committee and Board of Directors - Developed new procedures to improve the monthly reporting process - Oversee all accounting, bookkeeping and consulting client relationships- Perform role of Interim Controller and serve on Advisory Boards for several early and growth stage companies- Participant in venture capital and angel investment meetings with clients - Directly supervise one employee—Accounting Consultant- Indirectly supervise two employees—Admin Assistants - Built positive relationship with UNC Charlotte and Board of Directors- Manage Student Incubator--UNC Charlotte student entrepreneurs- Property Manager—all tenant, facility and vendor relationships/issues -
Regional Senior AccountantInternet Services Corporation 2000 - 2004Responsible for all financial reporting aspects of 7 countries, including consolidation- Indirectly supervise 7 country managers- Oversee and assist in the preparation of annual budgets and projections- Monitor all inter-company transactions to guarantee prompt payments- Developed new procedures to improve the monthly reporting process
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Staff AccountantJack Anthony, Cpa May 1997 - Oct 2000worked with individuals and corporations assisting with taxes, compilations, reviews, and audits
Robert Aldrich, Mba Education Details
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Accounting And Business/Management -
Accounting -
South Point High SchoolDiploma
Frequently Asked Questions about Robert Aldrich, Mba
What company does Robert Aldrich, Mba work for?
Robert Aldrich, Mba works for Nexagy
What is Robert Aldrich, Mba's role at the current company?
Robert Aldrich, Mba's current role is Senior Controller.
What is Robert Aldrich, Mba's email address?
Robert Aldrich, Mba's email address is ro****@****ces.com
What is Robert Aldrich, Mba's direct phone number?
Robert Aldrich, Mba's direct phone number is (704)-548*****
What schools did Robert Aldrich, Mba attend?
Robert Aldrich, Mba attended Queens University Of Charlotte, Appalachian State University, South Point High School.
Who are Robert Aldrich, Mba's colleagues?
Robert Aldrich, Mba's colleagues are Lisa Lewis, Patricia Broadnax, Jane Roosa, Kathleen Ivy Amanense.
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