Office Staff Manager

Robert Rome

Chicago, IL 312-***-****

********@*****.***

Senior-Level Accounting & Finance Advisor

Financial Stewardship Financial Management Project Controllership

Executive leader with expertise in all facets of accounting, financial management, financial analysis, and controllership within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in numerous successful mid-size corporate mergers, acquisitions, reorganizations, and bankruptcies. A proven track record of sound decision-making, taking ownership, and delivering results.

Revenue Growth Strategies

Stakeholder Relations

Strategic Planning & Analysis

Merger/Acquisition Negotiation

Broad Commercial Knowledge

Corporate & Partnership Taxes

Financial Modeling/ Forecasting

Capital & Operating Budgets

Legal Compliance

Reorganizational Planning

Risk analysis and Collections

Liability Planning

Professional Experience

ROME ASSOCIATES, LLP, Chicago, IL 1983 - 2014

Chief Executive Officer

Spearheaded operations of a leading accounting and consultancy firm, overseeing the functions of 60+ financial and tax professionals supporting hundreds of corporate and partnership clients spanning diverse industries and business sectors, including manufacturing, distribution, investments, law, and education.

Counseled clients nationwide in understanding organizational cash flow, creating forecasting models, and developing capital/ operating budgets to achieve bank funding and meet profitability goals.

Advised clients on change management issues and corporate reorganizations to weather rapidly fluctuating economic and operational pressures.

Managed the risk analysis and credit collection process at Rome Associates and for numerous clients including the establishment of credit guidelines, collection process improvements and contact with outstanding debtors and collection from them

Decreased corporate taxability by up to 20% for key clients, strategically leveraging international rules and domestic laws.

Guarded financial estates worth up to $174 million, acting as liaison between clients, attorneys, and financial advisors to develop sound documentation and decision-making processes.

Facilitated 40+ corporate acquisitions and divestitures, including negotiating price/ considerations, transaction structures, timelines, exclusivity deals, third party consents, confidentiality obligations, and indemnification agreements.

COLE LUNDQUIST MD SC 2016 - 2020

Office Manager

Manage and/or assist client office staff; including organization charts, updating office systems,

integration with modern accounting and reporting systems, manuals, billing, cash flow, etc.

Provide individual and corporate tax consultation for business and ownership.

Provide HR services, insurance analysis and oversight of outsourced operations.

Prepare Quickbook financials and close monthly

Negotiate asset sale for ownership in June 2020

FINANCIAL IMMERSION CONSULTANTS, LLC 2016 - Present

Owner

Provide consulting services, including tax and business management advice, to small business owners.

Education & Credentials

Bachelor of Science in Accounting, Indiana University, Bloomington, Indiana

CPA Certificate, University of Illinois, Champaign, Illinois

Community Service

Board Member, Capitol Bank of Chicago

Board Member, Imperial Stamp and Engraving Company

Board Member, Travel Management Corporation

Board Member, Kitchen Distributors of America, Inc

Board Member, Providence St. Mel High School

Board Member, Allendale School

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