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★ Well-Developed Business Plans That are Living, Breathing Roadmaps to Business Success, SBA Loan support, Financial Transformation Efforts that are proven to Save 20-40% of Finance Costs ★★ Helped the American Red Cross, Panasonic, the University of Iowa, Aeromexico, numerous small businesses, & More! ★ √ Would you like a roadmap to guide your business to achieve short-term and long-term success? With over 25 years of experience in finance and accounting across organizations of all sizes and more than 11 years in consulting, my team and I bring real-world insights and deep expertise to every projectIf you face challenges like unclear business planning, the need for financial transformation, or complex business issues, 636 Advisors delivers. We offer hands-on expertise and customized, practical solutions. We specialize in helping transitioning businesses move toward lower-cost, responsive customer service models while consulting with you to design and scale effective, efficient teams that drive results.Our services include guiding business planning and strategy, streamlining finance operations, and delivering proven tools and insights that have made a lasting impact since 2013. We’re proud to offer well-developed business plans that act as living, breathing roadmaps to success and finance transformation initiatives that can reduce finance costs by 20-40%.At 636 Advisors, we’re committed to building strong, adaptable financial foundations so you’re equipped to achieve sustainable growth. Let us help turn your vision into measurable results and lasting success.★ Outstanding Outcomes Include ★√ 20-40% cost savings through finance transformation. √ Business Plans that provided a roadmap to success.√ Cost reduction efforts that provided rapid cost savings.√ Process improvements that eliminated S.T.U.P.I.D from organizations! ★ NEXT STEP ★ If you’d like to chat, please DM or contact me at rtowle636@gmail.com. ★ What Makes Us Different ★ Unlike firms that rely on recent graduates with mostly theoretical knowledge, 636 Advisors leverages a depth of experience to address each of your unique challenges.Our expertise is gained from working within many industries, and our tools and solutions are rapidly adaptable to many, including non-profit entities.★ Author of “Don't Be Dumb: A Leadership Playbook to Help You Be Smarter, Overcome Obstacles, and Rise Rapidly in Challenging Times,” available on Amazon. ★ ★ Specialities Include ★ Business Plan Creation, SBA Loan support, Finance Transformation, Financial Planning
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Managing Partner And Founder636 AdvisorsRoanoke, Va, Us
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Managing Partner And Founder636 Advisors Dec 2018 - PresentRadford, Virginia, United States*American Red Cross - Project Management/Process Improvement - 2019-2024*JBR Winery - Process Improvement*Renah Appliances - Business Planning*Emerald - Business Plan/Presentation*Fulton County Medical Center - Interim CIO - 2022*Delaware Transit Corporation - Finance Transformation & Benchmarking - 2019-2020*Classic Cabinet Design - Acquisition Analysis/Business Planning*CGIAR - Transformation - 2019*SynFiny Management Consulting - 2018-2020*Progress Residential - Software Selection - 2019 -
Sr. Program ManagerPrimcorp, Llc Nov 2020 - Present -
Chief Operating OfficerChazey Partners Jul 2017 - Nov 2018Roanoke, Virginia AreaAs the Chief Operating Officer, Robert led Chazey Partners’ operation throughout North America, EMEA and Asia-Pacific. This included business development, client engagement, managing personnel, and leading engagements.Recent projects include an Interim Executive Director of Shared Services role for a public university, transformation for accounting in EMEA for a global finance firm, a review/revitalization for a North American division and a Business Case and Transformation Design for a Global Services firm.*University of California - Davis*Panasonic North America*First Data*SAS*Cardinal Health*University of Iowa/Iowa State University/ University of Northern Iowa*Gilead*SCI*SAS*International Baccalaureate*U.S. Department of Health & Human Services*Ledcor*and many more -
Managing Director - North America (East)/Director - Eastern United StatesChazey Partners May 2013 - Jun 2017Roanoke, Virginia AreaAs the Managing Director of North America (East), Robert led Chazey Partners’ operations throughout the eastern portion of North America, including the Atlantic, Eastern and Central time zones in the United States and Canada. This includes business development, client engagement, managing personnel, and leading project execution. Robert has led a wide variety of projects including the end-to-end implementation of Finance Shared Services, including Business Case, Design, Build and Deploy initiatives, for a Global Firm as well as migrated finance functions to a third-party outsourcer for a non-profit educational organization. He has also led efforts to establish key performance indicators for a multi-functional Shared Services center for the U.S. Federal government as well as an engagement with the Iowa university system (Iowa State University, University of Iowa and the University of Northern Iowa) focused on validating and designing Shared Services opportunities in Finance, Human Resources and Information Technology.Led major shared services transformation project responsible for moving P2P and R2R functions from the Americas Region to an outsourced Shared Service Provider in Sri Lanka. Project was delivered on-time and on-budget.Led a KPI re-engineering effort for a U.S. Federal Shared Service entity, resulting in a new metrics framework, including Input, Operational and Output KPIs.Key speaker at U.S. House of Representatives - Sub-Committee on Shared Services - 2017Presented "Are Your KPIs Being Used for Good or Evil?" at the 18th Annual Shared Services and Outsourcing Week in Orlando, Florida.Developed Customer Service Training for Shared Services in U.S., Mexico and Ireland - 2014-2016
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Vice President - FinancePinkerton | Corporate Risk Management Services Mar 2011 - Aug 2012Parsippany, New JerseyAs CFO led turnaround finance operations and reestablished the company's financial health. Developed a restructuring plan and substantially reduced company breakeven.Led a finance team responsible for accounting, treasury, audit/tax, budgeting, financial reporting and analysis as well as process improvement, regulatory compliance and strategic planning.Led successful acquisitions in NYC and Anchorage to enhance investigation capability valued at $3M and a joint venture with an Indian firm valued at $5M.Created a new monthly dashboard financial reporting process, including rankings and key performance indicators (KPIs) utilizing FRX, Oracle, Elite and HFM tools.Responsible for monthly, quarterly and annual reporting for both internal and external purposes.Analyzed new business opportunities, including security expansion in Dubai for nuclear plants and a new location in Argentina for enhanced investigation capability in South America.Negotiated a multi-million dollar long-term leasing agreement for intelligence software. -
Vice-President Of FinanceThyssenkrupp 2010 - 2011Greater New York City AreaRegional CFO for the Northeast Region. Responsible for accounting, financial planning and credit and collections. Quickly reduced significant aged accounts receivable balance by 15% through implementation of standard practices and measurement of daily key performance indicators.Created monthly, quarterly & annual reporting process.Supported ERP implementation -
Vice President - Global Operations Finance (Shared Services)Travelport May 2007 - Jun 2010Parsippany, NjPromoted to lead an international team of 325 responsible for Shared Services for accounting, procurement, corporate travel, fulfilment and teleservices located in India, UK and the US with matrixed reports globally.Negotiated service level agreements with businesses for services of 300 person India-based Shared Services operation.Completed a record to report transformation including Oracle GL conversion of a recent acquisition.Reduced errors by 97% through Six Sigma designed Payroll Operations processes. -
Vice-President - FinanceTravelport Aug 2006 - May 2007Parsippany, NjFinancial Systems responsibility for the spin-off of Cendant Corporation - including Hyperion Enterprise and functional Oracle expertise.Led annual reporting process and coordinated audit and draft of IPO documentation for Travelport spinoff from CendantSupported audit for the subsequent Orbitz IPO from Travelport
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Vice President - FinanceTravelport Aug 2004 - Aug 2006Parsippany, NjFormerly Cendant Organized and streamlined accounting of over $2B+ worth of recent acquisitions.Conducted controllership integration activities in six months including Sarbanes-Oxley implementation.Built team responsible for centralized and foreign exchange accounting, revenue and SEC reporting through a combination of internal promotions and external hires.Responsible for monthly and annual reporting for the operating group of company.
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U.S. ControllerHp May 2002 - Sep 2004Houston, Texas$35B business that included HP services, personal computing and imaging. Led a team of 135 professionals in 20 locations in the US with 6 direct reports with responsibility for all financial statement preparation and controls.Transferred critical processes to Shared Services in Guadalajara, Mexico and Bangalore, India resulting in significant cost savings and improved financial controls.Spearheaded US General Ledger (GL) SAP integration of Compaq and 17 HP GL systems to Hyperion.Implemented "Eliminated S.T.U.P.I.D." (Slow, Tedious, Unproductive, Inefficient and Duplicative) program to improve efficiency and reduce costs by 10%.Generated over $149M in incremental profitability through detailed country financial reviews, ongoing balance sheet reviews and process improvement initiatives. -
Senior Manager - Corporate AccountingHp Jan 2000 - May 2002Houston, TexasFormerly Compaq Computer CorporationPromoted three times during a period of financial difficulty leading global teams that grew from 4 to 45.Re-engineered inefficient processes resulting from the acquisition of Digital Equipment Corporation and Tandem in 1998 and 1999 saving $1M annually from staff reductions.Investigated issues with sales and use tax accrual and payment processes. By rectifying these processes, over $50M in incremental profitability was realized in 2000 and 2001.
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Director - Financial Planning And ReportingIkon Office Solutions Jul 1998 - Jan 2000Houston, Texas$1 billion division focused on outsourcing and professional services, on-site copy and mailroom management and digital printing solutions.Directed the implementation of Oracle GL, sub-ledgers and reporting for the division in less than 9 months.Created a Financial Planning & Reporting Department implementing annual reporting function for division. -
National Director - Business Service CentersIkon Office Solutions Aug 1996 - Jul 1998Houston, TexasLed a 230 person operations team in the US and Canada during a period of tremendous growth.Assimilated over 30 acquisitions growing the division from $200M in $1B.Realized $4.5M annual cost savings, 35%, by consolidating 160 locations into 23 centers.
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Director - Financial ServicesAlphagraphics Jul 1994 - Apr 1996Tucson, Arizona And Austin, Texas$300 million privately held franchisor of high-technology oriented imaging and printing operations with 334 locations in 26 countries.Budget and forecast preparation for new locations, including international regions in the Far and Middle East, South America and Australia.Utilized benchmarking of successful franchisees to improve profitability of underperforming locations. -
Regional Manager / General ManagerAlphagraphics Jan 1991 - Jun 1994Tucson, Arizona And Austin, Texas"Turned around" failing company store, resulting in profitable operations and successful sale to franchisee.Cut breakeven times by 50% for 25+ start-ups across the US.Recognized for breaking first-year sales records three times with new franchisees.
Robert Towle Education Details
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Finance And Information Technology -
History
Frequently Asked Questions about Robert Towle
What company does Robert Towle work for?
Robert Towle works for 636 Advisors
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Robert Towle's current role is Managing Partner and Founder.
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Robert Towle's email address is ro****@****orp.com
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Robert Towle's direct phone number is +186281*****
What schools did Robert Towle attend?
Robert Towle attended Auburn University, College Of Business, Southwestern University, Southwestern University.
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