Robert Potter
Fractional Chief Financial Officer @CFO Selections
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WORK HISTORY
Fractional Chief Financial Officer @CFO Selections
Portland, OR, US
Provide financial stewardship to multiple clients focused on M&A strategy, financial leadership, andexecutive decision-making.AEROSPACE ENGINEERING AND MANUFACTURING COMPANY:Led a comprehensive financial and operational assessment, identifying material findings and strategic recommendations that improved transaction readiness and executive decision-making. Prepared transaction-ready materials including Adjusted EBITDA schedules, profitability forecasts, and supporting sale documentation. M&A Strategy: Advised ownership through multiple strategic discussions related to operations, growth strategy, and transaction positioning. Financial Transformation: Re-engineered accounting treatment for long-term projects, correctingcash-basis distortions that were materially inflating tax exposure. Internal Controls: Strengthened internal controls; designed treasury structure; reduced financial risk;improved governance. Valuation: Designed and implemented the organization’s first detailed project-level profitabilityreporting to support valuation, margin optimization, and investor transparency.MEDICAL DEVICES COMPANY:Engaged to prepare company accounting and financial systems for a formal sale process. M&A Execution & Sale Process: Led seller-side Quality of Earnings (QoE) analyses, driving asubstantial increase in enterprise value; managed working capital and cash positioning to ensurereadiness for sale close. Financial Planning & Integration: Developed the first-ever operating budgets for both companies; partnered with the new owner to integrate budgets into the combined post-acquisition entity. Financial Reporting Structure: Designed and implemented enhanced financial reporting, dashboards, and performance metrics; strategically redistributed significant cash from company accounts to the owner to mitigate financial exposure.
EDUCATION
Humboldt State University
BA, German
Humboldt State University
BA, French
University of Oregon Lundquist College of Business
MBA, Accounting
ABOUT ROBERT POTTER
Passionate and driven executive with over 30 years of leading M&A, business transformation,growth, and operational excellence across manufacturing, wholesale, distribution, and retail. I’veserved as CEO, COO, and CFO, leveraging strategic vision and innovative thinking to deliver over200% revenue growth. Whether challenged to navigate through a pandemic, lead M&A efforts, orscale for rapid growth, my approach has been consistent: I install the right people, processes, andsystems to create significant value.Specializing in financial and operations consulting, I excel in helping organizations craft andimplement bold strategies—transforming operations, establishing disciplined financial management,and supporting sales, marketing, and product teams in reaching their full potential. I believe thatgreat leadership, operational innovation, and sound financial discipline are the pillars of sustainablegrowth and long-term success. My focus is on empowering leaders, inspiring teams, and turningambitious visions into reality through strategic guidance, tailored consulting solutions, andcollaborative problem-solving.SIGNATURE STRENGTHS Finance & Accounting Leadership Systems Implementation M&A Strategy & Support Data Analysis & Reporting Operations Management Financial Planning & Analysis Risk Management & Compliance Business Process Optimization Capital Management & Funding Budgeting & Forecasting Team Building & Talent Development Internal Controls
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