Robert Russell Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

• Oversee staff of 20+ people• Areas of focus: financial analysis and reporting, tax planning, tax compliance, budgeting, forecasting, auditing• Arrange financing for organization through bank relationships and vendors • Transitioned to new bank in 2019 with significant savings• Oversee properties for various real estate holdings • Managed build of open office plan phase 2• Direct information technology department • Manage outside insurance filings & renewals

• Directed client services support team to improved efficiencies• Achieved highest level financial performance

• Recruited and engaged staff to service clients after a period of staff shortages• Managed construction of open office plan to improve staff efficiency

Charlotte, North Carolina Area

Enjoyed instructing over 150 students in the basics of accounting.

Charlotte, North Carolina Area

CTE is a dealer of construction equipment (Caterpillar and Link Belt), forklifts (Hyster and Yale), and related parts/service. 1,100+ employees in 5 states. $500M+ annual revenue. CTE, together with its four subsidiaries, is one of the 10 largest privately held companies in NC (per the “Grant Thornton 100”). Chief Financial Officer / CTE and all subsidiaries (including LiftOne LLC). Led finance/accounting/IT staff of 60+, including 12 managers. Co-created/executed the strategic vision. Set tone for corporate governance. Advised HR on the design of compensation and benefits plans. Served as a catalyst for culture-change initiatives. Directed financial-statement preparation … S corporation tax reporting … annual budget preparation … financial planning and analysis … IT … risk management … interest-rate hedging … property management (30+ facilities and solar farms) … service-fleet management … like-kind exchange program for rental fleet … company aircraft administration. Presented financial results quarterly to board and employees.

Charlotte, North Carolina Area

Finance Director (CFO) / Barloworld Industrial Distribution (1998-08). BID is a global distributor of forklifts, OTR Trucks, and related parts/service; 3,500 employees; $1B annual revenue. Held the No. 2 position to the CEO. Oversaw all (6) business units. Led a finance/accounting staff of 150, including 20 managers, in the USA, UK, Netherlands, and Belgium.Directed monthly/annual multicurrency (USA, European) consolidations … internal auditing … risk management … property management (50 leased facilities domestically). Presented financial results to the board (quarterly) and industry analysts (annually). Information Systems Director (CIO) / BID (1998-01). While serving as FD, also led the IT function in the USA and UK, which comprised 50 associates serving 1,000+ employees, and had an annual budget of $10M. VP-Corporate Services (CFO) / Wrenn Handling and Brungart Equipment [subsidiaries of BID USA] (1994-98) Corporate Controller / Wrenn Handling and Brungart Equipment (1990-94) North Carolina Division Controller / Wrenn Handling (1987-90)