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I am a strategic finance and operations director with significant experience across corporate, start-up and non-profit environments. I have built my career helping companies plan, develop and streamline their financial structures and business operations, using business strategy and analytics to identify opportunities for growth, efficiency and improving the bottom line.I have a background in accounting and financial management, operational analysis and internal controls, financial reporting, budgeting and human resources. My strong understanding of operational processes and procedures has resulted in an outstanding record of identifying opportunities for improvement, resulting in cost savings and revenue growth.I'm a skilled planner and manager who affects positive change within organizations. I pride myself on using a proactive style to develop and lead successful teams and individuals, and am an empathetic manager, providing mentorship and inspiration to help employees achieve their professional goals and meet business objectives. My additional areas of expertise are: Strategic Planning, Accounting, Financial Management, Operations, Department Leadership, Analysis, Process Improvement, Policies and Procedures, Month End Close, Financial Statements, Budget Development, Forecasting, Contract Development and Management, Grant Management, Human ResourcesI'm technically proficient in: SharePoint, ADP Payroll, Harpers Payroll, Kronos, Micros Fidelio, PlanGuru, MAS90, QuickBooks, Peachtree, Great Plains-Microsoft Dynamics GP, FRX and Vizio
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Chief Financial OfficerCommunitas, Inc.Saugus, Ma, Us -
Director Of Financial Planning And OperationsGreater Lynn Senior Services, Inc. Aug 2020 - Present -
Budget & Contract/Grant ManagerGreater Lynn Senior Services, Inc. Aug 2012 - Aug 2020Lynn, MaI manage a $72 million operating budget, consisting of 68 program and departmental budgets. I oversee all state and federal funding contracts and associated government compliance and reporting, and prepare revenue analysis and forecasting for multiple departments and programs. I mentor and develop the fiscal administrative team and demonstrate advantages of working collaboratively across departments.My achievements here include:• Spearheading a 3-year capital budget plan with over $35 million of assets under management. • Continually identifying opportunities for operational improvements by providing detail variance to budget analysis, and presenting findings and recommendations to the Finance Committee & Board of Directors. • Collaborating on the implementation of an intranet system, leading to improved transparency and communications throughout the organization.
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Accounting ConsultantAccounting Management Solutions Is Now Cliftonlarsonallen Llp 2010 - Aug 2012Waltham, MaAs a contract accountant for this accounting services agency, I demonstrated the ability to easily adapt across a variety of businesses and company structures. My clients and accomplishments included:VINFEN. I increased processing productivity by 20%, restructuring workflow to rebalance work among staff. I led a team of 5 accounts payable associates, including one intern and one Vinfen consumer. THE NEW TEACHER PROJECT. I consolidated their national budget development process by conducting account mapping and adding additional account dimensions for 50 business units. GOVERNO LAW FIRM. I was acting Accounting Manager for a 30-person law firm and created monthly financial statements and analysis, managed payroll and benefits administration, and ensured compliance with state and federal regulations.MASSACHUSETTS MEDICAL SOCIETY. I recommended process improvements to mitigate risks and strengthen control procedures, and created a payroll manual based on system upgrade from Harpers M2 to M3 version. -
ControllerAvidamed Jun 2008 - Dec 2010Andover, MaCreated initial operating and capital budgets and managed payroll and human resources for this growing medical billing service with 45 employees at distributed locations. I developed internal and external financial reporting structures and assisted in developing a strategic plan for the organization based on client/physician’s revenue cycle management. My successes in this role included: • Successfully centralizing all accounting operations by creating internal controls, policies and procedures.• Identifying key performance indicators to determine client profitability and employee performance targets.
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ControllerCiclismo Classico Oct 2007 - Jun 2008Arlington, MaI managed all accounting functions and financial reporting for this rapidly growing international travel service company. As a member of the senior leadership team, I communicated directly with the Board of Directors, and developed a budget, internal controls, and accounting policies and procedures. Conducted analysis and provided strategic recommendations to determine investment opportunities. Funded European operation by monitoring the foreign exchange market and placing spot and forward orders.My successes in this role included:• Developing, hiring and training a European accounting team based in central Italy. • Reducing operating costs by $36k by conducting vendor analysis and reviewing competitive bids. -
Director Of AccountingThe Boston College Club Sep 2005 - Nov 2006Boston, MaIn this role, I directed the accounts payable and receivable team, managing staff, general ledger functions, month end closing process and preparation of annual budget and forecasts. I maintained internal audit and Sarbanes-Oxley requirements, and ensured adherence to GAAP. I contributed to development of the organizational structure by implementing property and human resource policies. My achievements here included:• Overseeing the resolution of billing, collections and payment issues for high-value members.• Development of a control process to track purchases and sales of event tickets.
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Accounting ManagerOcean View Inn Apr 2003 - Aug 2005Gloucester, MaI oversaw accounting functions for this 62-room resort with 3 function halls and 35 employees. I analyzed financial statements to determine performance ratios, investment opportunities and pro-formas, and managed and developed a 6-person staff, including an accounting assistant, function coordinator and 4 front desk clerks.Some of my successes here included:• Successfully refinancing the land and buildings, resulting in $78k annual savings in mortgage costs.• Conducting cost analysis and obtained competitive bids from vendors, realizing annual savings of $95k. • Streamlining process for function bookings and refunds, achieving time savings and reducing errors. -
Accounts Payable ManagerPioneer Investment Management Usa, Inc Jan 2001 - Nov 2002Managed a staff of three Accounts Payable Specialists. Department processed over $100 million in checks annuallyProcessed monthly closing functions to transfer AP journals to the General Ledger and developed a formal AP monthly closing procedureBuilt and maintained positive working relationships with internal and external customers. Outside vendors included Sprint, Verizon, FedEx, and Citizens BankCompleted projects in the following areas:Revised the Business Travel Policy for all domestic operations to comply with regulatory agencies such as the IRS, SEC and NASDReduced processing time for reimbursements for corporate travelers by 60%. Implemented a new process, which included the selection of a new software package (Concur). Acted as the Systems Administrator for this travel and entertainment reporting systemProvided a 45% cost savings for the storage and retrieval of Accounts Payable documents by introducing and implementing an imaging solution called InfotrieveIntroduced a Value Added Tax reclaim service (Meridian) which is estimated to recover $10k annually
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Accounts Payable SupervisorGarber Travel Nov 1998 - Jan 2001Ensured timely and accurate payments of $12 million annually. Managed invoices and problem resolution of balances owedProduced and analyzed aging reports, vendor activity reports and payment schedules that improved the audit trailEstablished and maintained positive relationships with vendors and banking personnel.Determined expense, department, and product codes for all expenses as part of the General Ledger TeamMonitored adherence to established policy and procedures for expenditures and oversaw the purchase order system. Identified over $6K in duplicate invoices received in 2000.Mentored Accounts Payable and Purchasing Assistants with department objectives and how they relate to the vision of Garber Travel.Converted the Accounts Payable system to the Alpha software program. -
Accounting TechnicianTek Books Oct 1997 - Nov 1998Provided bookkeeping functions, software implementations, account analysis and cash management for the clients of TEK Books. Clients included small to medium start-up and non-profit organizations. Processed accounts payable, accounts receivable, monthly closing functions, payroll and report preparation as necessary for clients.
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Office Manager / AccountantHarmony Development Co. Llc Jan 1996 - Aug 1997Instrumental in converting manually kept records into Buildsoft. Produced job costing reports such as cash flow position, profit analysis, contract in process and break-even reports to be utilized by the CEO.Interacted daily with clients, vendors and subcontractors. Prepared monthly / quarterly tax reports including payroll tax and state industrial reports. -
Staff AccountantAmerican Express Global Business Travel Jan 1991 - Nov 1995Calculated sales volume incentive rebates for 80 clients, involving consistent reviews of contracts and direct correspondence with client service managers and clients.Assisted in the budget process and explained actual to budgeted variances on branch operating statements.Reconciled major cash accounts including disbursement and foreign accounts.Created and posted journal entries to reclass expenses resulting from P&L reviews.
Scott Robertson Skills
Scott Robertson Education Details
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Management Science -
Business Administration -
Non-Profit/Public/Organizational Management
Frequently Asked Questions about Scott Robertson
What company does Scott Robertson work for?
Scott Robertson works for Communitas, Inc.
What is Scott Robertson's role at the current company?
Scott Robertson's current role is Chief Financial Officer.
What is Scott Robertson's email address?
Scott Robertson's email address is sr****@****aol.com
What is Scott Robertson's direct phone number?
Scott Robertson's direct phone number is +178164*****
What schools did Scott Robertson attend?
Scott Robertson attended Emmanuel College (Boston), Suffolk University - Sawyer Business School, Purchase College, Suny.
What are some of Scott Robertson's interests?
Scott Robertson has interest in Exercise, Sweepstakes, Home Improvement, Reading, Shooting, Sports, Children, Electronics, Outdoors, Music.
What skills is Scott Robertson known for?
Scott Robertson has skills like Financial Reporting, Journal Entries, Accounting, Forecasting, General Ledger, Financial Analysis, Accounts Payable, Finance, Budgets, Business Strategy, Operations Management, Non Profit Management.
Who are Scott Robertson's colleagues?
Scott Robertson's colleagues are Jerrod Webb-Gaudian, Diana Burkett, Cindy Rodriguez, Iliana Arzola, Senny Tavarez, Carmela Dahmani, Jenn Clark.
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Scott Robertson
Wheat Ridge, Co4gmail.com, aspenware.com, starz.com, bbgres.com1 +172098XXXXX
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Scott Robertson
Grimes, Ia -
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Scott Robertson
New York City Metropolitan Area4bofa.com, bofa.com, baml.com, bankofamerica.com -
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