An accomplished, highly analytical, hands-on strategic leader that translates business strategies into maximum profits commensurate with the best interest of shareholders, employees, and its customers. Commendable strengths in all facets of finance operations, auditing, banking, and accounting management. Equipped with strong qualifications in directing financial aspects of business, with comprehensive skills in maximizing performance of organizational operations and optimizing profitability through strategy formulation, regulatory compliance, and financial control. Capable of providing constructive suggestions and practical recommendations to executive management team to ensure efficiency & productivity of overall company operations.
Ideal Integrations
View- Website:
- idealintegrations.net
- Employees:
- 115
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Chief Financial OfficerIdeal IntegrationsAldie, Va, Us -
Chief Financial OfficerCoastal Cloud Sep 2021 - May 2024Palm Coast, Fl, UsCrafted and executed financial strategies to optimize investments in Go-to-Market and Delivery capabilities while driving organizational growth and profitability, ensuring effective capital allocation and enhanced shareholder returns.• Completed overhaul of Annual Budgeting and Quarterly forecasting process• Developed and implemented new Company-wide Variable Compensation Plans, including a Go-To-Market Team overhaul, aligning targeted KPIs to Variable Compensation Incentives• Managed Companies first Audit while implementing formal ME Close Process and remedying Control Deficiencies • Enhanced transparency & accuracy of real-time company KPI’s & monthly reporting package.• Overall and refreshed Monthly and Quarterly Board Reporting Package• Oversaw structuring and initial set-up of foreign subsidiary in Canada • Manage all aspects of FP&A, Finance Ops, M&A, and Accounting for the organization, reporting to the CEO -
CfoCollaborative Solutions, Llc Aug 2016 - Sep 2021Reston, Virginia, UsLead the strategic execution of a massive, company-wide reorganization through thorough bottoms up analysis to provide recommendations on team structure, revenue targets, comp alignment, and quotas, driving 6pt increase to EBITDA over 9-month period.• Managed 12-month M&A effort that led to successful exit of Company to Cognizant (NASDAQ: CTSH) in June’2020.• Managed company’s first minority recapitalization process, bringing in institutional PEG dollars• Oversaw structuring and initial set-up of multiple foreign subsidiaries • Developed formal executive dashboards to communicate real-time KPI’s to Leadership Team• Prepare and Present quarterly Board Reporting Package • Manage M&A, valuation, and integration process for foreign entity acquisition targets• Manage all aspects of FP&A, Finance Ops, M&A, and Accounting for the organization, reporting to the CEO -
Vice President Of FinanceCollaborative Solutions, Llc Aug 2013 - Sep 2016Reston, Virginia, Us15 years of running financial management, operations, strategy and transaction experience, with an emphasis on financial analytics and Enterprise Performance Management. Have achieved significant results in leading and implementing critical projects in the areas of financial and strategic planning, mergers and acquisitions, and capital structure and financing. Ability to blend creativity, finance acuity, and analytical thinking, proved successful when developing and executing project plans. 2014 initiatives that drove company results include; • Rebuild of employee compensation plan – moved from Flat Model to Multi-faceted Escalator Model, which increased COGS Billable Utilization while increasing GM. • Rebuilt Rate Card and lead rebuild of Automated Deal Pricing Calculator – increased average bill rate by 12% while reducing scope and increasing GM.• Overhaul of Sales-to-Service workflow, processes and KPI’s• Revamped Resource Forecasting Tool & Metrics – increased COGS Billable Utilization from 60% to 80%, and integrated headcount planning by line of service and by market vertical.• Enabled P&L reporting and predictive analytics down to the employee level. -
Director Of FinanceCollaborative Solutions, Llc Aug 2012 - Aug 2013Reston, Virginia, Us -
Finance Operations, Student ServicesBlackboard Dec 2010 - Aug 2012Boca Raton, Florida, Us- Manage P&L for Blackboard Student Services division- Managed migration of financial data from QuickBooks to PeopleSoft Financials- Developed new pricing model used to evaluate margin expectations, performance assumptions, and seasonal activity of all current renewals and new contracts; increased margins from 45% to 60% over last 18 months.- Manage State Job Creation Grants and Tax Credits including compliance and annual filings. - Oversee new and renewal pricing models and subsequent contract negotiations to insure margin thresholds and the minimization of risk.- Manage team responsible for revenue compliance, booking, and billing on over $280 million of renewals. -
ControllerPresidium, Inc Jan 2007 - Dec 2010
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Senior Manager Corporate OperationsPresidium, Inc Nov 2005 - Dec 2007
Robert R. Education Details
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George Mason UniversityEconomics
Frequently Asked Questions about Robert R.
What company does Robert R. work for?
Robert R. works for Ideal Integrations
What is Robert R.'s role at the current company?
Robert R.'s current role is Chief Financial Officer.
What schools did Robert R. attend?
Robert R. attended George Mason University.
Who are Robert R.'s colleagues?
Robert R.'s colleagues are Trevor Short, James Spencer, Nina Zonghetti, Tyler Woodrow, Tyler N. Todd, Kevin Mcginley, William Mccarren.
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