Robert Sloop
Bayonne, N.J. *****
RESIDENCE: 201-***-**** Cell: 917-***-****
**********@***.***
** ***** ** *********** ********* management experience with operating and financial services companies encompassing expertise in:
Strategic Planning/Competitive Analysis Continuous Improvement Programs
Capital Asset/Financial Planning Financial Infrastructure Design
Financial Systems and Modeling Financial Management/Compliance
Budgeting and forecasting Debt Restructuring/Bankruptcy
Business Evaluations/Due Diligence Banking Relations
Acquisitions and Divestitures Pricing Strategies
Debt & Equity Financing Business Policies, Practices and Procedures
Negotiations - Business Purchase and Sale PC Systems/Software LANs / WAN
Nov 1998 - Present KAIZEN MANAGEMENT LLC New York, NY
Chief Executive Officer - Responsible for overall aspects of management and systems development of a Management consulting firm.
Projects include the following:
SKILA INC/ SELA2
SYSTEMS PROJECT/CFO SERVICES - Responsible for overall aspects of financial back office systems infrastructure rebuild,
implementation, and training of the finance staff in the utilization of a SOLOMON 6.5 platform while simultaneously performing all duties
and responsibilities of the controller’s functions, inclusive of tax and audit facilitation, financial statement preparations and board
presentations. (Systems implementation)
HOTSPOT FX INC. / KNIGHT CAPITAL GROUP
SYSTEMS PROJECT/CFO SERVICES - Responsible for overall aspects of financial back office systems infrastructure of a 50 million
dollar foreign exchange platform provider. Provided consultation and due diligence analysis and integration for the company’s public sale
(Systems. M&A project)
:
JEAN-GEORGES MANAGEMENT LLC
CFO SERVICES - Responsible for overall aspects of financial management and systems development for an international, multi-unit,
brand recognized restaurant chain with 15 locations. (Systems and profitability improvement project)
CITCO ADMINISTRATIVE SERVICES
SYSTEMS CONVERSION - Responsible for overall aspects of financial system conversion of a 3.5 billion dollar equity fund. (Systems
conversion project)
LAURUS CAPITAL MANAGEMENT INC.
CFO SERVICES - Primary responsibilities include corporate finance and management of 5 institutional hedge funds, prime broker
relationships; budgeting, cash flow forecasting and financial modeling; systems development and monthly NAV reporting. (Private Equity
back office system design)
BRIDGEWATER CAPITAL
CFO SERVICES - Primary responsibilities include corporate finance and management of 3 private equity hedge funds, prime broker
relationships; budgeting, cash flow forecasting and financial modeling; compliance reporting; systems development and monthly NAV
reporting. (Private Equity back office system design)
NEW PARADIEM INVESTMENT CORP.
CFO SERVICES - Primary responsibilities included creation of master feeder financial infrastructure, prime broker relationships;
budgeting, cash flow forecasting and financial modeling and relational contact CRM. (Private Equity back office system design)
ZEUS GROUP INC.
CFO SERVICES - Primary responsibilities include corporate finance and management of an investment banking firm; budgeting, cash flow
forecasting and financial due diligence (Investment banking strategic planning project)
GOTHAM CITY RESTAURANT GROUP
CFO SERVICES - Responsible for overall aspects of financial management and systems improvement for a local, multi-unit, restaurant
chain with 4 locations. (Systems and profitability improvement project)
TOSCORP INC.
CFO SERVICES - Responsible for overall aspects of financial management and systems development for a national, multi-unit, brand
recognized restaurant chain with 40 locations. (Re-engineered turnaround)
Sept 1995 –Oct 1998 PHOENIX PRESCHOOL EDUCATION CENTERS INC. New York, NY
Chief Financial Officer - Responsible for overall aspects of financial management and systems development for a national, multi-unit,
curriculum based childcare concept with 40 locations. (Pre IPO start-up)
Primary responsibilities included full financial management and reporting, consolidated financial statements, budgets, forecasting, cash
management, audit and tax reporting and preparations, debt and equity financing, banking relations.
Team leader for all strategic planning committees and foundation creator for all policies and procedures and internal controls.
Establishment of online set of control monitors for operational accountability, which produced a labor cost reduction of 12%.
Designed, implemented and maintained wide area network utilizing Solomon IV accounting application for establishment of a company
wide real time reporting system. Developed all marketing materials and production systems; implemented complete PC based
information system including inter and intra office network; introduced and implemented analytical software firm-wide including
hardware configuration, web site design and training of personnel in software use.
Created centralized purchasing environment with commodities monitors in order to establish national buying programs and realize the
volume benefits and standardizations. Responsible for an accounting staff of 6 professionals
Responsible for the raising of $15 million in private equity financing and the supervising of the financial due diligence for the
acquisition of 35 new locations.
Supervised audit preparations and IPO SEC filings S-1, SB-2, S-8.
Financial one on one presentation to private equity groups and institutional investors in conjunction with investment banker’s
presentation and company history.
Instrumental in the negotiated sale of the company for 1.5 times valuation.
Sept 1992 - Aug 1995 WHITMAN EDUCATIONAL GROUP Iselin, NJ
CFO/Controller - Responsible for overall aspects of financial management and systems development for a national, multi-unit, degree
granting post secondary school with 20 locations. (Public M/A)
Primary responsibilities included full financial management and reporting, consolidated financial statements, budgets, forecasting, cash
management, audit and tax reporting and preparations, financial due diligence for mergers and acquisitions, banking relations.
Preparation of all SEC filings: 10Q, 10K, MDA / EDGAR consolidated electronic filings. Responsible for an accounting staff of 10
professionals
Designed, implemented and maintained 50-user local area network utilizing ACCPAC accounting application. Developed all
production systems; implemented complete PC based information system including inter and intra office network; introduced and
implemented analytical software firm-wide including hardware configuration, web site design and training of personnel in software use.
Created centralized purchasing environment for resale items, established national buying programs and realized the volume benefits and
standardizations which reduced costs by 9%.
Initiated and monitored cost reduction project o$1.8 million reducing overall costs by 15% and introduced MRP material ordering
process
Supervised the financial due diligence for the acquisition of Sanford Brown College and Colorado Tech University, which increased
revenue by $20 million.
May 1987 – Jun 1992 ALBERT FISHER FOODS Palm Beach, FL
Controller - Responsible for overall aspects of financial management and systems implementation for an international, 83-location public
food distribution company with $3.2 billion in revenues. (Public M/A)
Primary responsibilities included full financial management and reporting, consolidated financial statements, budgets, forecasting, cash
management, audit and tax reporting and preparations, systems implementation for acquired companies, banking relations.
Responsible for the systems conversion, from a manual accounting and distribution system to a custom application AS400 reporting
environment
Customer service usage tracking, commodities update procedures, volume-purchasing scheduling and contract franchise pricing.
Development of the acquired U.S. locations included the establishment of strict inventory controls for $14 million in perishable goods,
the creation of process monitors, which allowed for same day delivery response and the training of 80 member staff in the operation
and maintenance of the new computerized system.
Instituted corporate incentive programs to accelerate earn out agreements and buy out strategies.
Oct 1981 – Apr 1987 PRIMELINE POLY INC. West Palm Beach, FL
Chief Financial Officer - Responsible for overall aspects of financial management and systems development for a regional, manufacturing/
distribution company for paper and plastics. (Start-up)
Primary responsibilities included full financial management and reporting, consolidated financial statements, budgets, forecasting,
cash management, audit and tax reporting and preparations, systems implementation, debt financing, banking relations.
Full corporate start-up, warehouse acquisition, staff hiring and training, systems development, marketing plan creation.
Development of all financial models and marketing strategies for entry into service for the real estate and hospitality sectors
that achieved a 30% growth rate per year and an initial first year revenues of $2.5 million.
Designed, staffed and trained telemarketing group of 16 members and supervised customer service usage tracking personnel to
create a next-day delivery performance.
Designed, implemented, maintained custom UNIX based LAN to handle all financial reporting and manufacturing process controls.
Jun 1975 - Oct 1981 DESIGN CIRCUIT INC. New York, NY
Controller/Operations Director - Responsible for overall aspects of financial management and systems development for a international,
award winning interior and lighting design firm specializing in the hospitality and entertainment sector.
Primary responsibilities included full financial management and reporting, financial statements, budgets, forecasting, cash management,
tax reporting and preparations, debt financing and banking relations.
Design firm responsible for the creation of world-renowned entertainment venues with custom lighting effects and the use of innovative
interior design techniques, which delivered the state of the art entertainment environments.
Company was awarded the International Entertainment Venue award in 1980 and 1981 and was involved in over 75 projects with
revenues exceeding $300 million.
Led the team negotiations for all contracts and supervised the on-site construction management for design implementation.
Developed all project management monitors and procedures and facilitated all design committee activities.
Directly responsible for the raising of $3 million in debt financing for research and development of custom effects and designs.
TECHINCAL SKILLS
.ADVENT BIGDOUGH BLOOMBERG MICROS SQUIRREL ALOHA CATEREASE
SOLOMAN IV CITRIX GREAT PLAINS VISIO DBIV ARMOR SAP
ACCPAC ROI2000 PEOPLESOFT UNIX ACT 32 MARCOLA PARADOX
AUTO CAD MAS 90 PEACHTREE NOVELL LOTUS EDGE 2.0 PLATINUM
REAL WORLD ORACLE JD EDWARDS MS OFFICE MS PROJECT TOOLKIT WORDPERFECT
WINDOWS NT AS400 QUICKBOOOKS JONAS ADP ONLINE ADOBE DESCRIPTIONS
TIMETRAK COMPEAT QUARK ETEC REMACS REUTERS OPEN TABLE
1977 – Bachelor of Business Administration - Dual Major in Accounting and Management Information Systems, Pace University
1979 – Masters in Business Administration, Pace University
1993 –Microsoft Certified Network Engineer
2002-Benchmark Certified Hospitality Industry
2006, 2007, 2008-Stratmore’s Who’s Who Professional of the Year
2008 -Reuters’ Insight Consultant