OTEGA ROBINSON
Orlando,FL
Summary
Accomplished finance and tax executive with a foundational background in Big 4 advisory and over a decade of experience leading strategic financial planning, tax compliance, and operational efficiency initiatives across high-growth startups, mid-market enterprises, and Fortune 500 environments. Proven track record of guiding cross-functional teams, developing proactive tax strategies, and aligning financial operations with broader organizational objectives.
Expert in M&A tax planning, multi-jurisdictional regulatory compliance, and corporate governance. Recognized for a strong balance of strategic foresight and operational execution, with a focus on driving performance, ensuring compliance, and enabling scalable, sustainable growth. Dedicated to delivering results through principled leadership, data-driven decision-making, and long-term value creation.
Overview
5
5
years of professional experience
1
1
Certification
Work History
President & Partner
LEOR CONSULTANTS
04.2023 - Current
- Spearhead complex tax advisory engagements for corporations, partnerships, and high-net-worth individuals.
- Generated over $2.4M in client revenue, advising more than 130 clients on tax mitigation, entity structuring, and regulatory compliance.
- Lead market and financial analytics to inform client growth strategies, capital planning, and long-term tax efficiency.
- Continuously assess evolving IRS guidelines to maintain strategic advisory leadership.
Director of Finance & Operations
INTERSTATE 420
01.2024 - 12.2024
- Built and scaled financial and tax operations for a high-growth cannabis startup now exceeding $6M in annual revenue.
- Secured 9 provisional licenses and led capital raise efforts through state-level programs and private equity.
- Developed and implemented IRS Section 280E compliance strategies—including internal SOPs and financial controls.
- Directed P&L management, balance sheet oversight, and integrated forecasting for four retail locations.
Income Tax Analyst / Consultant
DARDEN RESTAURANTS
04.2022 - 06.2024
- Oversaw corporate tax planning and compliance for a Fortune 500 restaurant group with multiple subsidiaries.
- Played a key role in the M&A integration of Ruth’s Chris Steak House, managing deferred tax calculations and audit preparation.
- Streamlined workflows across payroll tax, property compliance, and licensing administration.
- Conducted internal compliance audits and fixed asset reconciliation across business units.
Indirect Tax Consultant
ERNST & YOUNG (EY)
05.2021 - 04.2022
- Delivered multi-jurisdictional tax strategies and indirect tax compliance solutions for Fortune 100 clients.
- Led shadow payroll and registration strategies for complex multinational structures.
- Clients included: Alibaba, Moderna, Major League Baseball, Buzzfeed, Synchrony Bank, and State of Hawaii.
- Designed and executed CARES Act grant disbursement strategy for Hawaii’s Department of Human Services.
Audit Accountant
FIGLIOZZI & COMPANY CPAs
03.2020 - 05.2021
- Conducted detailed cost report audits for healthcare clients to ensure compliance with Medicare standards.
- Audited fixed assets, reconciled bad debt schedules, and supported quality control for audit deliverables.
Education
Bachelor of Science - Finance & Accounting
State University of New York At Brockport
Master of Accounting - CPA Track
State University of New York At Brockport
01.2026
Skills
- Strategic Tax Planning & Compliance
- Mergers & Acquisitions Structuring
- Federal, State & Multistate Tax Strategy
- Operational Finance & Business Scaling
- Financial Modeling & Forecasting
- Regulatory Risk & Internal Controls
- IRS Section 280E Compliance
- Cross-Functional Team Leadership
- ERP & Financial Systems (Oracle, QuickBooks, PayBreeze, Power BI, Bloomberg)
Core Competencies
- Strategic Tax Planning & Compliance
- Mergers & Acquisitions Structuring
- Federal, State & Multistate Tax Strategy
- Operational Finance & Business Scaling
- Financial Modeling & Forecasting
- Regulatory Risk & Internal Controls
- IRS Section 280E Compliance
- Cross-Functional Team Leadership
- ERP & Financial Systems (Oracle, QuickBooks, PayBreeze, Power BI, Bloomberg)
Certification
- ITIL Foundations Certified
- Process Excellence Yellow Belt
Accomplishments
- Mental Health & Wellness Volunteer – St. John’s Episcopal Hospital (NY), Fayil Village (Senegal)
- Youth & Elderly Outreach – Guyana, Trinidad, and across South America
- Program Developer – Suicide Prevention Tech Framework Pilot in underserved communities
Community Engagement
Timeline
Director of Finance & Operations
INTERSTATE 420
01.2024 - 12.2024
President & Partner
LEOR CONSULTANTS
04.2023 - Current
Income Tax Analyst / Consultant
DARDEN RESTAURANTS
04.2022 - 06.2024
Indirect Tax Consultant
ERNST & YOUNG (EY)
05.2021 - 04.2022
Audit Accountant
FIGLIOZZI & COMPANY CPAs
03.2020 - 05.2021
Bachelor of Science - Finance & Accounting
State University of New York At Brockport
Master of Accounting - CPA Track
State University of New York At Brockport
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