Chief Accounting Officer (Cao)
Oct 2023 - Jul 2024
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Roger Simon Email & Phone Number
Experienced Chief Financial Officer and Chief Accounting Officer (CAO) | Expert in Retail, Manufacturing, Fintech and SAAS. Ex CAO of The Save Mart Companies Inc; Ex CFO of Branch International, ex VP/Controller Sephora.
1 work email found
@branch.co
5 phones found area 415, 650, and 877
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Role
Experienced Chief Financial Officer and Chief Accounting Officer (CAO) | Expert in Retail, Manufacturing, Fintech and SAAS. Ex CAO of The Save Mart Companies Inc; Ex CFO of Branch International, ex VP/Controller Sephora.
Location
Redwood City, California, United States
Who is Roger Simon? Overview
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Quick answer
Roger Simon is listed as Experienced Chief Financial Officer and Chief Accounting Officer (CAO) | Expert in Retail, Manufacturing, Fintech and SAAS. Ex CAO of The Save Mart Companies Inc; Ex CFO of Branch International, ex VP/Controller Sephora. based in Redwood City, California, United States. AeroLeads shows a work email signal at branch.co, phone signal with area code 415, 650, 877, and a matched LinkedIn profile for Roger Simon.
Roger Simon previously worked as Chief Accounting Officer (CAO) at The Save Mart Companies and CFO at Freelance. Roger Simon holds Bachelors, Accounting & Finance from The London School Of Economics And Political Science (Lse).
Company email context
Email format at branch.co
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{first}@branch.co
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Profile bio
About Roger Simon
I provide future-focused finance direction and solutions that stimulate business development and performance for hyper-growth entities. I have over 20 years of experience in leading and overseeing accounting, financial, and strategic functions across various industry verticals, such as Fintech, SAAS, Retail, Metaverse AR/VR, and Manufacturing. I am a Certified Public Accountant (Inactive CPA) with deep expertise and knowledge in GAAP, IFRS, ASC 606, debt financing, and cost accounting.One of my core competencies is developing and implementing transfer pricing and tax optimization models that minimize tax liabilities and maximize profitability for multinational companies. I have successfully raised over $6 million in debt funding, led new product initiatives that generated $8 million in additional revenue, and closed the acquisition of a leading regional consumer bank in my previous roles as CFO and Global Controller at Branch International. I am also skilled in conducting financial audits, forecasts, and analyses, as well as developing management reporting tools and models using various ERPs, such as Oracle, SAP, NetSuite, and Xero. Additionally, I am a strong leader who empowers and enables teams to achieve established goals across complex and evolving environments. I am passionate about delivering service that goes beyond organizational expectations and creating a win-win scenario for all stakeholders.
Listed skills include Accounting, Finance, Forecasting, Payroll, and 29 others.
9 roles · 29 years
Roger Simon work experience
A career timeline built from the work history available for this profile.
Cfo
Freelance
CFO Consultant to hyper-growth entities. Specializing in ERP implementations, Internal & External Audit management, Tax Optimization ( including Transfer Pricing), Debt & Equity Fundraising, Full Cycle Accounting and Financial Reporting on numerous ERP platforms. Deep expertise and experience in the following Industry Verticals:FintechSAAS RetailMetaverse.
Nov 2022 - Nov 2023
Chief Financial Officer
- Raised $6m+ in debt funding in 2021 in Nigeria (private money) & India (wholesale debt).
- Led new products initiatives that achieved + 10% additional revenue in 2022.
- Led the Company to become the #2 digital lender in Kenya and top 5 in Nigeria
- Owned the presentation of financial and strategic plans to the Board.
- Created and grew offshore finance teams in India and Nigeria.
- Closed the acquisition of a leading regional consumer bank in Nairobi, Kenya.
Aug 2020 - Dec 2022
Global Controller
Feb 2020 - Aug 2020
Vp, Head Of Finance
- Leveraging exceptional professionalism, I was assigned the responsibility of driving informed company decision-making by overseeing accounting operations in the demerger of OneMarket from Westfield Properties..
- Slashed month-end close time by close to 50%.
- Returned $130M to shareholders prior to unwinding corporation.
- Ensured successful implementation of Blackline (Reconciliations tool), Expensify (exp reimbursement platform), and Bill.Com (Vendor payment platform).
- Tracked financial performance by creating and filing company's first ever statutory financial Statements (4E) as well as interim financials (4D) on the Australian Stock Exchange.
Oct 2018 - Feb 2020
Vp/Corporate Controller
- My duties comprised of streamlining financial core functions by overseeing entire facets of accounting, treasury, risk management, and taxation for the North and South American operating entities with combined annual.
- Enhanced reporting to accomplish 4-day month-end closing.
- Drove corporate success by acquiring two accretive businesses.
- Successfully reversed $4M in taxes imposed by the Canada Revenue Agency.
- Saved $5.6M in 2016 by decreasing effective tax rate by 160 basis points.
- Attained annual savings in excess of $2M by developing and guiding offshore team of more than 50 accountants based in Bangalore, India.
Aug 2015 - Sep 2018
Corporate Controller
- I was responsible for administering entire facets of financial reporting and performance (P&L, balance sheet & cash flow), forecasting, month end close, internal, and external financial audits. Contributing to.
- Drove 25-year-old legacy systems replacement by implemented Oracle r12 ERP system.
- Reduced the month-end close process from 12 to 6 business days, enabling smooth flow of financial activities.
- Enabled accurate revenue recognition by digitalizing the company's gift certificate and gift card programs.
- Played an integral role as key member of CEO's Senior Executive team and directed high- performance team of 39 accountants including 8 direct reports.
May 2006 - Aug 2015
Controller
2005 - 2006
~1 yr
Plant Controller & Plant Manager
1997 - 2004
~7 yrs
3 education records
Roger Simon education
Bachelors, Accounting & Finance
The London School Of Economics And Political Science (Lse)
Education record
New English School
Bachelor'S Degree, Economics
The London School Of Economics And Political Science (Lse)
FAQ
Frequently asked questions about Roger Simon
Quick answers generated from the profile data available on this page.
What is Roger Simon's role at their current company?
Roger Simon is listed as Experienced Chief Financial Officer and Chief Accounting Officer (CAO) | Expert in Retail, Manufacturing, Fintech and SAAS. Ex CAO of The Save Mart Companies Inc; Ex CFO of Branch International, ex VP/Controller Sephora..
What is Roger Simon's email address?
AeroLeads has found 1 work email signal at @branch.co for Roger Simon.
What is Roger Simon's phone number?
AeroLeads has found 5 phone signal(s) with area code 415, 650, 877 for Roger Simon.
Where is Roger Simon based?
Roger Simon is based in Redwood City, California, United States.
What companies has Roger Simon worked for?
Roger Simon has worked for The Save Mart Companies, Freelance, Branch International, Onemarket, and Sephora.
How can I contact Roger Simon?
You can use AeroLeads to view verified contact signals for Roger Simon, including work email, phone, and LinkedIn data when available.
What schools did Roger Simon attend?
Roger Simon holds Bachelors, Accounting & Finance from The London School Of Economics And Political Science (Lse).
What skills is Roger Simon known for?
Roger Simon is listed with skills including Accounting, Finance, Forecasting, Payroll, Cost Accounting, Start Ups, Budgets, and Microsoft Excel.
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