Robert Lewis

Chief Financial & Administrative Officer

Role
Chief Financial and Administrative Officer at Roi Cx Solutions
Location
American Fork, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Robert Lewis

Experienced Chief Financial Officer of fast growing PE-owned, pubicly-traded, and private…

Experience

  1. Chief Financial and Administrative Officer

    Roi Cx Solutions

    Jul 2018 — Present · American Fork, UT, US

    Private Equity owned business process outsourcing company headquartered in American Fork, UT with operations in multiple countries.• Grew company from $18M in revenue and operations in one state in 2017 to $154M in revenue and operations throughout the US and four other countries.• Completed four acquisitions totaling $100M in revenue and consolidated all back office functions• Completed dividend recapitalization resulting in 200% return to shareholders and raised over $140M in debt financing• Migrated to WFH model and consolidated all administrative functions of acquired companies resulting in 40% reduction in G&A expenses• Implemented new accounting and HRIS systems to eliminate manual processes, increase ability to hire and train up to 500 employees per week during peak season while lowering costs.• Prepare consolidated financial reports including weekly cash flows, monthly financials, board presentations, quarterly debt covenant compliance, annual budgets, annual audits and tax returns• Managed all Accounting/Finance, Payroll/HR, IT, Legal/Risk Management functions

Education

  • Brigham Young University

    BS - Accounting, Accounting

    1989 — 1994

Skills

  • Accounting
  • Financial Analysis
  • Human Resources
  • Management
  • Financial Reporting
  • Account Management
  • Auditing
  • Cash Management
  • Strategic Planning
  • Leadership
  • Quickbooks
  • Capital Raising

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Robert Lewis — Chief Financial and Administrative Officer at Roi Cx Solutions in American Fork, UT, US | Unifers