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Robert M. Greer, Mba, Cpa Email & Phone Number

Controller at Agile Legal
Location: Greater Philadelphia, United States 11 work roles 1 school
1 work email found @msn.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Role
Controller
Location
Greater Philadelphia, United States
Company size

Who is Robert M. Greer, Mba, Cpa? Overview

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Robert M. Greer, Mba, Cpa is listed as Controller at Agile Legal, a with 79 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at msn.com and a matched LinkedIn profile for Robert M. Greer, Mba, Cpa.

Robert M. Greer, Mba, Cpa previously worked as Controller at Azzur Group and Controller at Azzur Group. Robert M. Greer, Mba, Cpa holds Bba/Mba, Public Accounting from Pace University - Lubin School Of Business.

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Profile bio

About Robert M. Greer, Mba, Cpa

As a multi-faceted executive, I offer a wealth of experience across accounting, finance and operational functions centered on improving controls, increasing top and bottom-line revenues and developing core talent. Always putting the company’s best interests first, I am highly skilled in making the hard decisions by leveraging sound financial data to determine competitive business strategies. In a nutshell, identifying and solving complex finance issues, building world class accounting teams or facilitating successful integrations leading to customer and revenue growth are all part of my extensive repertoire.I possess a strong reputation for driving results based on data-driven analysis to ensure accountability, mitigate corporate risk and safeguard assets. My career spans earlier years as an Auditor with Ernst & Young and multiple organizations ranging in size from large global public entities to private and public ownership, which have served as the foundation of my success. Well known for my people skills, enthusiasm and entrepreneurial spirit, I have a talent for embracing ambiguity and change. Whether charged with overseeing financial administration, reengineering processes to improve productivity or preparing financial/regulatory filings, I am quick to embrace the complexity that surrounds business issues. As a trusted servant leader who inspires inclusion and accountability, I am most energized when driving consensus and leading a team toward organizational alignment. Simply said, I am the kind of leader who can embrace steep challenges and take calculated risks to drive sustainable profit performance and business success. Areas of ExpertiseFinancial Administration | Planning & Operating Budgets | Financial Reporting | General Ledger & Reporting | Budget Development & Analysis | A/P | A/R | Payroll | HR Administration | Internal & External Audits | Audit Inquiries | Inventory Control Planning | Forecasting | P&L Management | SEC

Listed skills include Gaap, Us Gaap, Great Plains Software, Acquisition Integration, and 21 others.

Current workplace

Robert M. Greer, Mba, Cpa's current company

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Agile Legal
Agile Legal
Controller
Philadelphia, PA, US
Website
Employees
79
AeroLeads page
11 roles · 32 years

Robert M. Greer, Mba, Cpa work experience

A career timeline built from the work history available for this profile.

Controller

Hatboro, Pennsylvania, Us

Azzur Group partners with leading pharmaceutical, biotechnology, and medical device manufacturers to provide efficient and innovative solutions that help them start, scale, and sustain their GxP organizations. With experts at more than 15 locations throughout the United States, we take pride in our development and execution of phase-appropriate quality and compliance services to our clients From Discovery To DeliveryTM.

Director

Fort Washington, Pennsylvania, Us

G-Squared Partners provides strategic financial, accounting, and operational expertise to companies recognizing that an outsourced CFO and finance team can accelerate their success.As Senior Director, the equivalent of a Controller/Director of Finance, lead teams servicing companies with revenues ranging from $1.5M to over $20M. Monthly recurring services include transactional processing, day to day accounting, monthly close, management reporting and bank compliance. In addition, prepare annual budgets and multiple year forecasts, as well as assist with debt and equity raises, strategic exits, annual audits and tax preparation. Member of deal team, which successfully completed sale of $20M SaaS business. Primarily responsible for due diligence, budget/modeling, consideration waterfall and schedule preparation. Assisted CEO and participated in discussions with buyer. Developed and oversaw the firm’s Paycheck Protection Program initiative during which our client’s obtained over $6M in PPP loans and subsequent partial or full forgiveness.

Oct 2019 - Apr 2023

Franchise Owner

Enviro-Master Services Of Philadelphia

Assumed strategic oversight for day-to-day operations of local territory for leading national franchise providing specialized hygiene services. Spearheaded comprehensive development of local brand presence targeting independent businesses with a focus on food industry. Executed go-forward strategies to ensure market differentiation and maximum growth potential. Led financial and operational functions and production efforts while inspiring and coaching front-line team. Oversaw budget allocation analysis, training and development, employee relations and administration. Implemented operating budgets; managed financial reporting, risk management and banking functions.

Sep 2015 - Jul 2019

Vice President & Corporate Controller

(Acquired by Iron Mountain, Inc. in October 2013) | A private equity owned national $55M records and imaging company. Reporting to CFO, assumed full financial leadership of business generating $55M+ in revenues per fiscal year. Oversaw all aspects of corporate finance, including financial planning and analysis; accounting, reporting, ledgers and controls; treasury; tax and internal audits. Regularly presented monthly, quarterly and annual results, emerging financial issues and solutions, operational metrics and highlights, and financial forecasts to the Executive Team. Led financial operations of company during period of rapid change. Served as trusted partner to CFO and executive team in executing company’s strategic plan. Partnered with GMs to ensure execution of annual operating plan. Responsible for mitigating financial risk in annual performance by recommending and introducing improvement measures. Additional oversight entailed performing due diligence, making recommendations to M&A team, and managed accounting integration for 12 acquisitions in records management sector. Directed team of 8.

2010 - 2014 ~4 yrs

Controller

Philadelphia, Pa, Us

Recruited for financial analysis/reporting, SEC and accounting controls expertise. In newly created role, charged with improving accounting group infrastructure, integrating acquisition of main competitor and developing general ledger structure into new accounting platform. Created, developed and expanded accounting team, internal controls and SOPs. Led comprehensive oversight of corporate financial reporting and planning responsibilities, budget, month-end closings, risk management, audit preparation, A/R and collections, A/P and cash flow statements. Managed staff of 6.

2007 - 2009 ~2 yrs

Director Of Financial Reporting

Philadelpia, Pa, Us

An international multi-brand clothing retailer with over $1 billion in revenue and 140 stores. Held full oversight of general ledger functions, including monthly close processes, financial statements and SEC reporting. Prepared and filed company's 1934 Exchange Act filings with the United States Securities and Exchange Commission (SEC). Coordinated with various departmental and divisional personnel to ensure timely and accurate financial reporting. Managed staff of 7.

2003 - 2007 ~4 yrs

Director Of S.E.C. Reporting

Broomfield, Colorado, Us

An international telecommunications company with approximately $3 billion in revenue providing voice and data telecommunication solutions. Responsible for the preparation and filing of the Company's 1934 Exchange Act filings with the SEC, as well as, assisted with 1933 Exchange Act filings. Managed reporting to the Bankruptcy Court of the Southern District of New York (“Bankruptcy Court”). SELECTED ACCOMPLISHMENTS:•Improved the document support process pertaining to the Company's filings with the SEC resulting in reduced risk of not being able to support financial statements and accompanying disclosures.•Rewrote the Company’s Form 10-K to properly reflect change in business focus from construction of a network to a provider of voice and data telecommunication services.•Examined the filing requirements, developed the reporting process, and managed the filings of the "Summary of Schedules" and "Statement of Financial Affairs" for 180 legal entities with the Bankruptcy Court, requiring coordination of internal and external resources around the globe. IXNET, INC., New York, NY (1999 – 2000)(Acquired by Global Crossing in June 2000)Manager of S.E.C. ReportingAn international telecommunications company with approx. $73 million in revenue. Responsible for the preparation and filing of the Company's 1934 Exchange Act filings with the SEC. Assisted in the final preparation of the Company’s S-1 Registration Statement in connection with the Company’s IPO on August 12, 1999. SELECTED ACCOMPLISHMENTS:•Developed IXnet’s filing and support process for the Company’s 1934 Exchange Act filings. •Aided in improving the monthly close process that resulted in a decrease in the number of days required to close the general ledger.

1999 - 2003 ~4 yrs

Senior Ii

London, Gb

A privately held provider of accounting and auditing; tax advisory and reporting; and business consulting services. Served commercial entities in various industries with revenues up to approximately $800 million. SELECTED ACCOMPLISHMENTS: •Promoted to Senior Auditor one year ahead of scheduled promotion.

1997 - 1999 ~2 yrs

Staff Accountant

Lutz & Carr, Llp

A privately held provider of accounting and auditing; tax advisory and reporting; and business consulting services, primarily to not-for-profit and commercial entities in the arts and entertainment industry.

1995 - 1997 ~2 yrs
1 education record

Robert M. Greer, Mba, Cpa education

  • Pace University - Lubin School Of Business
    Pace University - Lubin School Of Business
    Public Accounting
FAQ

Frequently asked questions about Robert M. Greer, Mba, Cpa

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What company does Robert M. Greer, Mba, Cpa work for?

Robert M. Greer, Mba, Cpa works for Agile Legal.

What is Robert M. Greer, Mba, Cpa's role at Agile Legal?

Robert M. Greer, Mba, Cpa is listed as Controller at Agile Legal.

What is Robert M. Greer, Mba, Cpa's email address?

AeroLeads has found 1 work email signal at @msn.com for Robert M. Greer, Mba, Cpa at Agile Legal.

Where is Robert M. Greer, Mba, Cpa based?

Robert M. Greer, Mba, Cpa is based in Greater Philadelphia, United States while working with Agile Legal.

What companies has Robert M. Greer, Mba, Cpa worked for?

Robert M. Greer, Mba, Cpa has worked for Agile Legal, Azzur Group, G-Squared Partners, Llc, Enviro-Master Services Of Philadelphia, and Cornerstone Records Management.

How can I contact Robert M. Greer, Mba, Cpa?

You can use AeroLeads to view verified contact signals for Robert M. Greer, Mba, Cpa at Agile Legal, including work email, phone, and LinkedIn data when available.

What schools did Robert M. Greer, Mba, Cpa attend?

Robert M. Greer, Mba, Cpa holds Bba/Mba, Public Accounting from Pace University - Lubin School Of Business.

What skills is Robert M. Greer, Mba, Cpa known for?

Robert M. Greer, Mba, Cpa is listed with skills including Gaap, Us Gaap, Great Plains Software, Acquisition Integration, Internal Controls, Managerial Finance, Financial Accounting, and Microsoft Excel.

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