Robert M.
CFO at United Capital, Creative Planning and BerganKDV; Director of vCFO Services
- Role
- Chief Financial Officer at United Capital Financial Advisors, LLC
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Robert M.
Strategic Chief Financial Officer who is a visionary leader and team motivator with extensive expertise in leading financial teams to drive improved cash management, vendor management, and revenue optimization. Versatile problem-solver with depth of knowledge in finance decision-making for manufacturing, ecommerce, and medical device. Collaborative leader with hands-on approach to facilitate practical financial solutions that developed a go to market strategy to fill operational capacity while increasing sales by $5 million annually.Experienced providing finance/IT/HR departments with visionary direction for teams 20-50 employees that drive operational leadership for companies with annual revenues of $100 million to over $500 million. Recognized ability to develop strong relationships with internal and external stakeholders. Data driven approach to change management grounded in analytics and benchmarking.Specialties:Visionary LeadershipMotivating Company CultureValue CreationBusiness Process ImprovementSignificant Profit ImprovementMergers & AcquisitionFundraisingVenture CapitalFinancial StrategyBank Relationship Management
Experience
Chief Financial Officer
United Capital Financial Advisors, LLC
Oct 2023 — Present
Education
Cardinal Stritch University
BS, Management
2003 — 2005
St. Cloud State University
Bachelor of Science (BS), Accounting
1997 — 2002
Skills
- Cost Reporting
- Business Process Improvement
- Business Development
- Forecasting
- Managerial Finance
- Sarbanes-Oxley Act
- Market Analysis
- Financial Reporting
- Cost Benefit
- Financial Modeling
- Decision Support
- Budgeting
- Analytical Skills
- Profitability Tracking
- Project Management
- Data Analytics
- Marketing
- Strategic Planning
- Cross-Functional Team Leadership
- Cost Management
- Business Analysis
- Cost Planning
- Mergers & Acquisitions
- Leadership
- Cost Accounting
- Accounting
- Competitive Analysis
- Start-Ups
- Consulting
- Profitability Improvement
- Process Improvement
- Analysis
- Predictive Analytics
- Process Control
- Business Strategy
- Budgets
- Finance
- Cost Control
- Sales
- Profitability Management
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