Rob S.
Providing accounting, treasury management, and budget development services.
- Role
- Interim Chief Financial Officer at Dallas Petroleum Club
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Rob S.
Extensive cost management experience with the ability to coordinate a range of diverse stakeholders, debt/equity structuring and raising early-stage investor capital. Deep experience in a wide range of sectors delivering cost-effective and high-performance internal and customer-facing solutions in support of business growth. Transformational strategist and collaborative thought partner to senior company leaders.CORE COMPETENCIES • Capital Budgeting and Financial Structures• Strategic Planning, Vision and Direction• Financial Management and Operations • Operating Budget Development • Investor and Shareholder Presentations• Legal and Banking Relationships• Public/Private Debt Financing Structuring • Business Plan Development CAREER HIGHLIGHTS• Arranged financing of $50+ million in capital construction and improvements.• Closed $20 million financing related to $30 million facility renovation project utilizing a term loan, declining balance revolving loan, and “Bermuda swaption” to fix interest expense.• Recipient of 2019 CFO of the Year Award from the South Florida Business Journal for companies with revenue of $25 million to $75 million.• Raised in excess of $20 million in venture capital for a variety of start-up enterprises.• Co-founder of first alternative power merchant electricity station in upstate New York.• Wrote business plan and managed first round raise for SEO software company in Syracuse, NY.• Structured, sold, and managed $9 million private debt placement for Charlottesville, Virginia-area resort.
Experience
Interim Chief Financial Officer
Mar 2025 — Present · Dallas, TX, US
Education
The University of Chicago Booth School of Business
MBA, Finance/Accounting
1984 — 1986
University of Chicago
BA, Economics
1975 — 1979
Skills
- Customer Service
- Budgets
- Finance
- Accounting
- Financial Reporting
- Cash Management
- Strate
- Budgeting
- Microsoft Office
- Problem Solving
- Business Planning
- Business Writing
- Negotiation
- Strategic Planning
- Analytics
- Hospitality
- Leadership
- Strategy
- Restructuring
- Financial Analysis
- Management
- Team Building
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