Robert W Francess

Robert W Francess Email and Phone Number

CFO | Finance Executive | Finance & Accounting Business Consulting | Private Equity | Start-Ups | Implementations | Corporate Finance @ OMA Consulting
New York City Metropolitan Area
Robert W Francess's Location
New York City Metropolitan Area, United States, United States
Robert W Francess's Contact Details
About Robert W Francess

CFO | VP of Financerfrancess@optonline.netFinance professional with over 20 years of experience in building and leading all stages of finance, accounting, operations and reporting in small to mid-sized financial services organizations. In addition to maintaining and managing successful Corporate Finance and Accounting functions, I have a demonstrated track record for delivering substantial cost savings, managing due diligence on mergers and acquisitions, implementing ERP Systems and developing staff and processes to serve the business and regulatory environments.CORE COMPETENCIES:• Financial Statement Preparation & Analysis• SEC & FINRA Regulatory Reporting• SOX Compliance• Treasury & Cash Flow Management• FP&A Coordination• Tax Planning & Reporting• ERP System Implementation• Financial Process Design and Improvement• Team Building & Development• Operational Due Diligence • Product Incubation & Start-Ups• HR, IT, FacilitiesAs Product Controller at the World Gold Council - SPDR Gold ETF “GLD”, I designed and implemented SOX compliant internal control procedures, developed reporting matrix, researched, interpreted and implemented FASB technical pronouncements and managed shareholder proxies. As the first CFO at GTI Group I developed and implemented the financial control and reporting environment for several newly funded Funds, led the operational due diligence on all new products and managed all shareholder, legal, client and vendor relationships.As CFO at M.D. Sass I helped lead the expansion strategy to grow the firm’s footprint doubling assets under management. By identifying and implementing cost synergies, was able to increase profit margins resulting in sooner than expected profitability for incubated ventures.

Robert W Francess's Current Company Details
OMA Consulting

Oma Consulting

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CFO | Finance Executive | Finance & Accounting Business Consulting | Private Equity | Start-Ups | Implementations | Corporate Finance
New York City Metropolitan Area
Website:
omaconsulting.nl
Employees:
1
Robert W Francess Work Experience Details
  • Oma Consulting
    Oma Consulting
    New York City Metropolitan Area
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  • Oma Consulting
    Financial Executive - Consultant
    Oma Consulting Aug 2022 - Present
    Amersfoort, Utrecht, Nl
    Provide hands-on Finance Executive Leadership, accounting, tax, business strategy and management services, including ERP system implementation to start-up, small and mid-sized companies
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  • Huminn / Mir Scientific, Llc
    Evp Global Controller - Interim Chief Financial Officer
    Huminn / Mir Scientific, Llc Jun 2018 - Jul 2022
    Initial finance resource for the company - implemented global reporting and accounting policies and procedures - Implemented NetSuite ERP Systems, finance infrastructure and developed finance team to manage the growing needs of the business. Helped the company grow from 11 employees to 83. Managed treasury function, cash flow forecasting and monthly burn rates. Assisted with People and Culture and Payroll Processing. Managed company wide audits and tax filings.
  • World Gold Council
    Controller - Fund Product Control | Regulatory Reporting | Operations
    World Gold Council Apr 2014 - May 2017
    London, Gb
    Controller – Head of Global Fund Operations & SEC Financial Reporting: The World Gold Council is the market development organization for the gold industry.• Responsible for reporting, accounting and operations for a family of global Funds in excess of $40bn AUM – listed on NYSE Arca and foreign exchanges.• Completed SEC registration statements and launched new family of currency based Gold Fund’s.• Prepared SEC and foreign regulatory reporting including 10Q quarterly filings, 10K annual filings, and ongoing maintenance, development and compliance with SOX.• Responsible for the accounting books and records for all U.S. Legal Entities (Sponsor, Investment Advisor registered with CFTC) and consolidation into London parent company including revenue and expense allocations.• Led SOX implementation, internal control processes and performance improvements.
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  • Bonds.Com Group, Inc.
    Financial Controller - Regulatory Reporting | Systems Integration | Compliance
    Bonds.Com Group, Inc. Jul 2012 - Apr 2014
    Financial Controller, FinOp: Publicly traded riskless principal broker/dealer that owned and operated an electronic fixed income trading platform.• As the organization’s first financial controller, responsible for the development and oversight of the Corporate Finance team.• Managed SEC Reporting including consolidated 10Q quarterly filings, 10K annual filings and development, implementation and compliance with SOX.• Led FINRA Reporting including monthly FOCUS preparation, review and filing. Registered FinOp and financial liaison to FINRA.• Implemented new general ledger system, management reporting processes, corporate equity management system (ESOP) and accounting policies and procedures.
  • Gti Group Llc
    Chief Financial Officer
    Gti Group Llc Aug 2007 - Apr 2011
    Us
    Chief Financial Officer: A private equity firm managing $150M+ in assets which closed its New York office in 2011.• Oversaw the accounting and reporting of several Venture Capital / Growth Equity portfolio companies within the Energy, Media, Healthcare and Aerospace sectors.• Administered capital calls, fund accounting, waterfall distributions, tax, control and reporting of multiple domestic and offshore entities (LP’s, LLC’s and Ltd.’s.).• Took part in fund raising activities, including preparation of deal books, model analysis, road shows and investor presentations and meetings.• Managed accounting and operational due diligence on target acquisitions.• Developed, implemented and enforced all Corporate Policies and Procedures.
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  • Ramius Capital Group
    Director - Global Controller
    Ramius Capital Group Feb 2007 - Aug 2007
    New York, Ny, Us
    Ramius Capital is a $10B+ multi-strategy hedge fund. I served as the firms first Global Controller and was tasked with facilitating the outsourcing of fund administration. I was also responsible for developing a management reporting package and staffing the corporate accounting area of the group.
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  • M.D. Sass Investor Services, Inc.
    Chief Financial Officer - Senior Vice President
    M.D. Sass Investor Services, Inc. Mar 2003 - Feb 2007
    New York, Ny, Us
    SVP - Chief Financial Officer: A leader in investment management with $13B AUM.• Managed controllers, fund/portfolio administration, human resources, information technology and marketing support personnel – 48 employees spanning 4 locations.• Responsible for all assets under management in excess of $13B, in a variety of financial products and investment vehicles. Products included distressed equities/debt/ABS, long/short equities, real estate and mezzanine lending, fund of funds, taxable fixed income, municipal bond arbitrage, commodities and other alternative strategies.• Managed financial, tax and client reporting for 250+ separate accounts and 25+ limited partnership’s consisting of private equity and hedge fund vehicles.• Managed financial and tax reporting for several Registered Investment Advisors, numerous privately held LLC’s and a single Broker Dealer.• Implemented a new portfolio accounting and general ledger system platform.• Managed all financial aspects of the CEO’s and President’s Family Office operations, including the maintenance and monitoring of several offshore trust vehicles.• Responsible for the financial aspects of the CEO’s Charitable Organization.• Prepared and presented monthly management reporting to management and Executive Committee.• Administrated and managed firm-wide sales commission programs and senior management incentive compensation programs.• Materially involved with the successful launching of several new hedge and private equity funds in addition to a joint venture partnership with a large foreign investment bank – worked alongside newly formed Sales & Marketing Team to raise capital for underlying funds.
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  • Moore Capital Management
    Assistant Controller
    Moore Capital Management Apr 2002 - Mar 2003
    Moore Capital is a Hedge Fund that invests primarily in a Global Macro strategy. I served as Accounting Manager and was responsible for the Corporate Accounting function in addition to migrating the firms books and records from Quickbooks to Great Plains and developing a management reporting package.
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  • Zurich Scudder Investments
    Vice President - Finance
    Zurich Scudder Investments Apr 1999 - Apr 2002
    Recruited from KPMG as AVP - Finance Group - tasked with gaining operational control of the firms monthly general ledger close process. Promoted to VP the following year and assigned additional responsibilities including management reporting, forecasting and cost allocation control.
  • Kpmg
    Supervising Senior Accountant
    Kpmg Sep 1995 - Apr 1999
    New York, Ny, Us
    Senior Auditor in the Investment Management - Brokerage Industry. Clients included Zurich Scudder Investments, Dreyfus Corporation, Salomon-Smith Barney, Deutsche Bank and various Investment Partnerships. Implemented KPMG’s Business Measurement Process on assigned audit engagements focusing on areas of operation deemed high risk. This focus resulted in the sale of additional services, in the form of consulting and client assist engagements
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Robert W Francess Skills

Private Equity Hedge Funds Asset Management Due Diligence Accounting Financial Analysis Investments Financial Reporting Equities Corporate Finance Financial Modeling Fixed Income Venture Capital Auditing Fund Accounting Internal Controls Alternative Investments Sec Filings Fund Of Funds Valuation Cpa Start Ups Mergers And Acquisitions Asset Managment Mergers Cash Management

Robert W Francess Education Details

  • Iona University
    Iona University
    Accounting

Frequently Asked Questions about Robert W Francess

What company does Robert W Francess work for?

Robert W Francess works for Oma Consulting

What is Robert W Francess's role at the current company?

Robert W Francess's current role is CFO | Finance Executive | Finance & Accounting Business Consulting | Private Equity | Start-Ups | Implementations | Corporate Finance.

What is Robert W Francess's email address?

Robert W Francess's email address is rf****@****ine.net

What is Robert W Francess's direct phone number?

Robert W Francess's direct phone number is +121232*****

What schools did Robert W Francess attend?

Robert W Francess attended Iona University.

What skills is Robert W Francess known for?

Robert W Francess has skills like Private Equity, Hedge Funds, Asset Management, Due Diligence, Accounting, Financial Analysis, Investments, Financial Reporting, Equities, Corporate Finance, Financial Modeling, Fixed Income.

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