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Chief Financial Officer

Location:
Mill Valley, CA
Posted:
May 21, 2023

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Resume:

ROBERT F. GOLD

Mill Valley, CA *****

415-***-**** (cell) *********@*****.*** (email)

CORPORATE:

San Rafael, CA $5 mil Design Build Firm (May 2020-Dec 2021) Chief Financial Officer –

Supervise accountant; establish policies and procedures; manage the PPP program; organize financial and operational activities; manage cashflows; application: EIDL, fintech financing; cut software and external expenses; redirect corporate energies to profitable projects TRIMARK ERF, San Francisco, CA (Dec 2016-May 2019)

$150 million wholesale restaurant supplies/design company CFO – responsible for all financial functions; negotiated settlement agreements with debtors; established policies & procedures for inventory; developed a credit card processing and Corporate card policy saving in excess of $100K; established framework for online ordering system; supervised numerous audits – financial, borrowing, workers comp, general liability. RENEWABLE ENERGY, Denver, CO start-up Geothermal & Bio-chemical operator Vice President Finance - developed financial strategies for private placement funding; took a wholly- owned subsidiary “public”; geothermal tax shelter drilling fund; reverse merger/acquisition review. PVO INTERNATIONAL, San Francisco, CA (subsidiary of Kay Corp, $1 billion ASE NYC Company);

$250 million OTC industrial

Chief Financial Officer – established warehouse financing within the banking line-of-credit, merger liaison; prior positions - Assistant VP Finance; Manager Financial Planning; Assistant Controller PRICE WATERHOUSE, Baltimore, MD - CERTIFIED PUBLIC ACCOUNTANTS ENTREPRENEUR (President & Founder) (1984 – Present) Solar:

QUADGEN, INC. - Developing next generation solar thermal technology (“solar on steroids”) – commercial real estate applications

SOLARGEN PROPERTIES, LLC – Solar Integrator (acquired clients, obtained rebates and financing, contracted for and oversaw installation), currently owns 2 photovoltaic (PV) systems (46KW). Developed unique “no down” lease/option financing programs. Real Estate Development/Brokerage/Consulting

AFFORDABLE HOUSING INVESTMENTS, INC. – from inception to maturity, led 15 corporations in the performance of Real Estate acquisition, development (renovation/construction), funding, management, sale of $56.4 million of residential property throughout the San Francisco Bay Area in 9 projects. Considered the largest mass-marketer of “Lease-Options” in SF Bay Area. (Average life each corporation @ 5 yrs, except two @ 15 yrs; highest average gross sales ranged up to $12 million/year each; 26 employees).

CONSULTANT (1998-Present)

Financial/operational specialist in “shirt-sleeve” operational turnaround/financial “immediate impact situations: Some of the clientele:

San Francisco, CA Venture Capital-backed portfolio e-commerce automotive community company – growth to $500K/month

Acting Chief Financial Officer – (1) Seed equity raise structuring and 409A (2) forensic accounting (3) extended cash-flow runway; Counselled the CEO in the sale of non-productive IP assets with the intent to acquire income-generating assets to utilize the NOL (tax net operating loss). Richmond, CA HVAC & Sheet Metal Fabricator Firm (union shop) – Acting Chief Financial Officer

Established monthly financial reporting; established job costing; established an Expert Defense Witness department; established the Company as a Solar Contractor. Emeryville, CA $3 million educational training company Co-Chief Executive Officer – (1) designed programs, restructured, reorganized, redefined organizational responsibilities, goals reducing the prior year loss of $550K to break-even

(2) installed project management/data-base programming providing for more efficient operations;

(3) established monthly financial reporting.

Napa, CA $12 million real estate 1031 investment company Acting Chief Financial Officer; Acting Controller – (1) designed new accounting/cash-flow system; (2) established monthly financial reporting; (3) forensic accounting - $.5mil in overpayments; (4) managed audit/tax filings.

University of California, San Francisco, CA (Section within Department of Radiology) Acting Chief Financial Officer – (1) designed program reducing operating expense budget from $10.8 to $6.6 million by reductions in-house staffing/outside consultants; outside rental space; new policies/procedures; (2) cut payroll costs by 50%, creating a break-even potential for the then next fiscal year in Clinical Trials unit by restructured/reorganized, redefined responsibilities; centralized scheduling; liaison with labor union/sponsors; (3) supervised/trained new CFO and accounting staff to simplify functions; (4) established monthly financial reporting. Other – (1) Liaison between CPA Firm and Solar Project Company, wrote Initial Annual Report

(including GAAP footnotes); (2) Tax Preparation for Corporate/Individual clientele for 2 CPA firms; (3) Acting CEO hired to turnaround several real-estate developments; as the senior lender, commenced the turnaround of a SF Bay Area real-estate development company during its first year in bankruptcy. EDUCATION, LICENSES, OTHER:

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA, Philadelphia, PA Bachelor of Science in Economics. Double major in Accounting & Marketing. CPA (inactive licenses - California and Maryland); Financial Executives Institute (inactive) Mission San Rafael Rotary Club – Treasurer and Board Member



Contact this candidate