Robert Aldrich, Mba Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

Providing 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.

Charlotte, North Carolina, United States

Providing 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.

Belmont, Nc

Provide 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.

Charlotte, Nc

Belmont, Nc

Charlotte, Nc

Mooresville, Nc

Responsible 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

Responsible 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

worked with individuals and corporations assisting with taxes, compilations, reviews, and audits

Master Of Business Administration (Mba), Accounting And Business/Management

MBA

Bsba, Accounting

Activities and Societies: Alpha Kappa Psi, Beta Alpha Psi, Intramural Sports Major in Accounting

Diploma

Activities and Societies: Golf, Band, Beta Club