Kerri Robertson
Director of Treasury & Finance
- Role
- Director of Treasury & Finance at Kai
- Location
- Pompano Beach, FL, US
- LinkedIn followers
- 500 followers
About Kerri Robertson
Certified Treasury Professional (CTP) with dual MBAs in Management and Finance and over…
Experience
Director of Treasury & Finance
Apr 2025 — Present
Oversee all treasury functions, including cashflow forecasting, liquidity management, and reserve planning. Maintain effective banking relationships and investment oversight. Ensure prudent stewardship of financial assets in alignment with the missions of the Community Development Districts. Assist with the development of the districts’ annual budget, and long-range forecast. Ensure compliance with GAAP, state and local regulations, and GASB standards. Financial review, approval, and presentment for board meetings.Implement and maintain robust internal controls. Oversee accurate and timely invoicing, collections, and accounts payable process. Improve systems and workflow to ensure compliance, accuracy, and efficiency. Supervise and/or mentor a diverse, talented Finance team covering Billing, AP, Accounting, and Forecasting. Foster a collaborative culture built on integrity, learning, and mission alignment. Partner with leaders across departments to drive financial best practices and transparency.
Education
Nova Southeastern University
Master of Business Administration - MBA
2016
Broward College
Associate of Arts - AA
Broward College
Bachelor of Applied Science - BASc
Broward College
Associate of Science - AS
Nova Southeastern University
Master of Business Administration - MBA
2015
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