Robert Rickert Email and Phone Number
Accomplished senior executive with 20+ years of success in the financial industry. Recognized as a trusted consultant and reputable Fractional CFO credited with delivering record results to clients as an expert and resource on financial operations, accounting department structuring and development, mergers and acquisitions, compliance, high-level tax planning, and exit strategies. Track record of propelling business and operational performance by designing and deploying processes, establishing policies, implementing cutting-edge technologies, delivering education and training, and fostering future-focused and goal-achieving cultures.
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Sales DirectorEucalyptus Llc Jun 2023 - PresentLas Vegas, Nevada, United StatesExperienced Sales Director with a proven track record of driving revenue growth and exceeding sales targets across diverse industries. A strategic leader adept at developing and executing sales strategies to penetrate new markets and expand existing customer bases. Possessing a keen understanding of market trends and customer needs, I have successfully led high-performance sales teams to achieve exceptional results.Accomplishments:Revenue Growth: Led the sales team to grow the company from start up to profitability in 90 days. Met or exceeded sales targets each month.Team Leadership: Led and motivated cross-functional sales teams of up to 10 members, fostering a culture of excellence and collaboration. Coached and mentored team members to optimize their performance and exceed targets.New Market Penetration: Successfully identified and entered untapped markets, resulting in a 30% increase in market share within 12 months. Developed go-to-market strategies tailored to local market dynamics and customer preferences.Key Account Management: Cultivated and nurtured strategic partnerships with key clients, leading to long-term contracts and repeat business. Maintained strong customer relationships, ensuring high customer satisfaction levels.Sales Process Optimization: Implemented data-driven sales processes and utilized CRM tools to enhance sales efficiency and pipeline management. As a results-driven Sales Director, I am committed to delivering exceptional performance and fostering a high-performance sales culture within the organization. My ability to lead, strategize, and build strong relationships positions me to drive continued success in sales and exceed business objectives. -
Chief Financial OfficerFintegrate Llc Feb 2023 - PresentWilmington, North Carolina, United StatesDedicated and results-oriented Chief Financial Officer (CFO) with a passion for accelerating the growth of software startups through strategic financial leadership. Adept at securing seed capital, optimizing financial operations, and building robust accounting frameworks from the ground up. Skilled in conducting successful business negotiations, forming high-performing teams, and implementing innovative solutions to foster success.Key Responsibilities and Achievements:Capital Procurement: Leading the development of a compelling investment pitch deck and spearheaded outreach efforts to venture capital firms, resulting in a successful $1 million seed raise for startup growth.Financial Strategy: Oversees all finance and accounting functions, establishing policies, procedures, and processes from scratch to ensure compliance and seamless operations.Team Leadership: Design, recruit, and train high-performing accounting and finance departments, fostering a culture of excellence and collaboration.Strategic Ventures: Navigate complex contract negotiations to form and manage new ventures, driving innovation and problem-solving.SkillsClient Relations · Analytical Skills · Problem Solving · Finance · Financial Reporting · Accounting · Consulting · Financial Analysis · Strategic Planning · Financial Modeling · Team Management · Contract Negotiation
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Founder/Managing PartnerHigh Violet, Llc Nov 2020 - PresentLas Vegas, Nevada, United StatesDelivers expertise and support to clients on financial statement analysis, capital structure, mergers and acquisitions, and standing up and operating effective accounting departments. Builds and maintains a portfolio of clients, working closely to identify needs, develop strategies, and drive end-to-end execution, ensuring alignment with current and future goals.Expertise & Accomplishments:- Conducts successful business acquisition negotiations, achieving record levels of growth and competitive market presence.- Designs, recruits, and trains high-performing accounting and finance departments.- Forms and manages new ventures through intense contract negotiations and problem-solving.- Supports clients in transitioning and implementing accounting and inventory software and systems.
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Founder/CeoCap3 Nov 2014 - Nov 2020Wilmington, North Carolina, United StatesEstablished and grew a consulting, accounting, and financial planning company, spearheading all aspects of operations and business development. Served as a Fractional CFO to 70+ small business owners, providing education and support on business acquisitions, negotiations, annual budget preparation, and policy development.Expertise & Accomplishments:- Formed a senior leadership team through an extensive candidate search and rigorous interview process.- Assisted clients with acquiring $25M+ in loans and investments to avoid bankruptcy and achieve profitability.- Provided high-end tax planning, including ESOPs, captive insurance companies, and retirement plans.- Devised innovative bookkeeping methods, allowing for the real-time reconciliation of 80 books. -
FounderRobert J. Rickert, Cpa, Pc Jan 2010 - Nov 2014Wilmington, North Carolina, United StatesInstituted and ran an accounting agency focused on financial planning, bookkeeping, tax preparation, and regulatory compliance.Expertise & Accomplishments:- Prepared and delivered 300+ complex tax returns annually.- Developed and implemented a staff training program to enhance knowledge of accounting and bookkeeping systems.
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Ask A Tax Expert Team ManagerIntuit Feb 2011 - Jan 2013Wilmington, North Carolina, United StatesTax Team ManagerEstablished and managed the Mergers and Acquisitions department for the wealth advisory services organization.Expertise & Accomplishments:- Hired a team of 30 seasonal tax accountants and positioned as the highest-ranked team in the organization (2012).- Drove performance by facilitating meetings, conducting reviews, creating employee incentives, administering recognition and rewards programs, and fostering a positive and motivating culture. -
DirectorDynamic Advisory Solutions Jun 2006 - Sep 2010Troy, Michigan, United StatesEstablished and managed the mergers and acquisitions department for a financial advisory service organization.Expertise & Accomplishments:- Facilitated the sale of three companies and increased revenue 125% in two years.- Met accounting financial objectives by forecasting requirements, preparing annual budgets, and scheduling expenditures. -
FounderRobert J. Rickert, Cpa, Pllc Jun 2004 - Jun 2006Sterling Heights, Michigan, United StatesFounded full service CPA firm, offering tax preparation, tax planning, bookkeeping, audit and advisory services. Sold in 2006.
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Staff AccountantMoceri & Company, P.C. Cpa Feb 2002 - Jun 2006Utica, Michigan, United StatesTax prepapration, tax planning, audits, compilations.
Robert Rickert Education Details
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Accounting
Frequently Asked Questions about Robert Rickert
What company does Robert Rickert work for?
Robert Rickert works for Eucalyptus Llc
What is Robert Rickert's role at the current company?
Robert Rickert's current role is CFO/Controller | Business Consultant | Founder.
What schools did Robert Rickert attend?
Robert Rickert attended Walsh College.
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Robert Rickert
Committed To Elevating Client Experiences And Achieving Optimal Property SolutionsAlbuquerque, Nm -
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Robert Rickert
Svp, Chief Scientific Officer | Cancer Immunology Discovery | Immuno-OncologySan Diego, Ca -
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