STEVEN G. ROBERTSON

Responsible for all financial aspects of the business including driving strategic planning, financial planning and analysis, forecasting and management/BOD reporting:

• Reorganized and built current FPA team; promoted 2 managers to provide growth opportunities and create bench strength within the organization.

• Co-sponsored corporate wide data project, which is leading to Executive dashboards and KPIs to drive better visibility for faster decision making.

• Sponsored revamp of revenue forecasting model, leveraging best-of-breed consulting vendor to build a more accurate and scalable tool superior to legacy Excel model.

• Completed the annual budget on time and significantly more effectively compared to prior years. Plan established to streamline to a 90-day process for 2018, incorporating Executive feedback and best practices.

Led the finance organization through contraction period for this venture-backed cloud-based Wi-Fi enablement solution in the pre-revenue stage of development.

• Revamped forecasting model yielding 30% accuracy improvement. Led all financial planning efforts.

• Completed month end consolidation with 10% efficiency improvements.

• Supported contracts and negotiations resulting in 15% overall cost savings

Corporate officer who provided financial leadership while managing the Global Accounting and Finance organization. End to end financial portfolio execution. Supported all strategic transactions, including MA and corporate investments.

• Served as interim CFO and key member of the executive team (May - July 2014)

• Executive integration lead for acquisition of Update Logic Inc., including all due diligence. Managed due diligence and addressed buy-side during successful acquisition of SIMG by LSCC at a 45% premium.

• Strategic oversight of both internal and external reporting protocols, SOX compliance and Internal Controls.

• Prepared finance reports for Board of Directors meetings.

• Managed all external accounting and regulatory constituents (audit, tax, insurance, banking, etc.) Insurance policy enhanced, resulting in $10M more coverage at a 10% cost reduction.

• Negotiated strategic investment in business segment by large multi-national company ($100M valuation).

• Upgraded financial reporting tools enabling the creation of a new corporate dashboard for increased transparency resulting in 20% productivity gains.

• Led budgeting and financial modeling process

• Managed Corporate Quarterly Business Reviews by setting agendas and providing useful data points

• Successfully developed key staff, resulting in 3 promotions within 18 months.

Provided leadership to 3 operating companies, while providing operational structure for new holding company founded to address opportunities in the sports media, specialty promotions, and investment advisory services industries

• Provided equity and serve on the board of a Registered Investment Advisory Firm, which has grown more than ten-fold in less than 10 years.

• Co-founded sports social media platform. Established business plan, raised $2M in financing, negotiated commercial distribution agreements with major mobile carriers.

• Co-founded a promotions company that doubled in revenues year-over-year through its first 5 years. Negotiated restructure of debt and worked with clients and vendors, in addition to settlement of lawsuit in a manner that did not materially disrupt operations.

• Aggressively managed complex banking relationships for the holding company through proactive negotiations to minimize and restructure debt service obligations.

Built accounting and finance department for Pre-IPO data security company whose revenue had consistently grown quarter-over-quarter. Conducted due diligence to select appropriate ERP system to support Company's growth. Owned all board of directors' quarterly financial packages, which automatically fed Company's quarterly earnings reports. 15% Y/Y improvement in process efficiency.

• Implemented internal controls to address external audit, Sarbanes-Oxley, tax, and other regulatory requirements.

• Led collaborative effort to implement CRM system to provide sales, forecast, bookings, and financial metrics in executive dashboard format. Delivered on budget, early to deadline and with additional capabilities.

• Established FAS 123/409A guidelines for stock administration purposes.

• Negotiated with Company's top vendors to reduce fixed costs 5-10%.

EARLY CAREER ROLES: Increasingly challenging roles from Big 4 Audit Supervisor, Large Cap Financial Analyst, and Controller and Assistant Controller roles for Mid Cap and startup technology companies.