ROBERT (BOB) MARSHALL CURRIER, CPA
Dallas, Texas 75238
H-214-***-**** abg2fu@r.postjobfree.com C-- 214-***-****
HESTIA FINANCIAL, INC. 2008 to 2011
Chief Financial Officer
My responsibilities and accomplishments at this entrepreneurial company included:
• Prepared initial financial models for this new company.
• Participated in due diligence of acquisitions of mortgage subsidiaries and
negotiation of transactions.
• Set up accounting and financial reporting systems for the parent company.
• Responsible for cash flow management and involved in financing arrangements.
• Worked with bankruptcy attorneys on Chapter 11 reorganization
MBI FINANCIAL, INC. 2007 to 2008
Chief Financial Officer
For this company I:
• Established financial reporting and budgeting systems.
• Was responsible for SEC reporting.
• Handled auditor relations, banking relations and supervised IT.
• Supervised the management of cash flow and daily accounting.
WOMEN’S DIAGNOSTIC OF TEXAS 2001 to 2006
Chief Financial Officer
Responsibilities and accomplishments included:
• Preparation of GAAP financial statements (previously non-existent), developing
budgets, setting up internal control procedures and an accounting department,
cash management, auditor relations, bank relations, and IT.
• Instrumental in taking this company from $2.0 million in net revenue in 2001 to
$15.0 million in 2005.
• Negotiated bank lines of credit and capital lease financing.
• Led negotiations for the purchase of a medical practice.
• Involved with obtaining new business contracts, physician recruiting and
physician team building.
• Significantly involved in the negotiations of the successful sale of the business for
$15.0 million.
REALTEC REAL ESTATE CORPORATION 1998 to 2000
Chief Financial Officer
My responsibilities at this new company included:
• Developing three year projections based on the written business plan.
• Setting up a Solomon accounting system and cash management system.
• Preparing budgets, financial statements and financial models.
• Preparation of a private placement memorandum for a capital raise.
• Review of pro forma financial information for individual franchises.
INTERNATIONAL RADIOLOGY GROUP, LLC 1994 to 1998
Vice President Finance
Responsibilities included:
• Accounting, budgeting, financing, financial reporting, IT, human resources,
administration, pricing strategy development, and facilities management.
• Converted a cash basis accounting system to the accrual basis.
• Participated in a business improvement project which involved building a x-ray
reading center
• Developed a budgeting system.
• Negotiated office leases, lines-of-credit and bank debt.
• Significant involvement in preparation of offering documents that resulted in
venture capital financing of $3.6 million and $10.0 million.
VOLUNTARY HOSPITALS OF AMERICA, INC. 1987 to 1994
Vice President--Audit
During my tenure at this company I:
• I grew the department from a staff of two auditors to eight.
• Developed audit procedures that found unreported royalty revenue from vendors
of approximately $3.4 million over seven years, representing unreported sales of
approximately $81.0 million.
• The audit department operated within 97% of budgeted costs each year.
• Assisted the Chief Financial Officer on financial projects.
• Participated heavily in Securities and Exchange Commission (SEC) reporting and
GAAP financial reporting.
ERNST & WHINNEY 1972 to 1987
Staff Auditor to Senior Manager
I initially started as staff auditor, rising to ranks of Senior Manager. During my career, I worked in three
offices; Dallas, Texas; Paris, France; and Kansas City, Missouri.
1984-1987 Dallas.
• Clients were oil and gas companies and emerging businesses.
• Vice Chairman of the Privately Owned and Emerging Businesses Group.
Assisted companies with business plans and their budgeting process.
1978-1984 Paris.
• Performed audits of U.S. subsidiaries and Elf Aquitaine, the French National oil
company.
• Traveled extensively in Europe and Africa as well as China and obtained a
working knowledge of financial reporting and accounting rules in several
European countries.
• Planned and controlled the annual audit of Elf Aquitaine (a 14,000 hour audit),
supervised up to 50 people and coordinated audit work in ten other countries.
1972-1978 Kansas City.
• Typical involvement in audits of various entities.
• SEC reporting experience obtained (including IPO’s).