Summary
Overview
Work History
Education
Skills
Websites
Affiliations
Timeline
Generic

ROBERT COALE

Whittier

Summary

Dynamic financial leader with a proven track record at Mrs. Cubbison’s Foods, driving sales from $7M to $80M and profits to $12M. Expert in compliance auditing and organizational effectiveness, leveraging strong interpersonal skills to foster team leadership and achieve strategic goals. Committed to maximizing operational efficiency and sustainable growth.

Overview

34
34
years of professional experience

Work History

Controller-CFO

ADVANCE PAPER BOX COMPANY
Los Angeles
04.2020 - Current
  • Achieved five out of six goals set by Vice President within first 60 days of employment.
  • Generated $7 million in non-operational revenue with costs under $100,000.
  • Developed strategies to regain past customers, highlighting value of Advance Paper Box over competitors.
  • Initiated weekly meetings with executives to address company issues and align objectives.
  • Transformed Plant Manager and CRM Manager into effective leaders, resolving management conflicts.
  • Created capital and process scenarios for ownership transition and sustainable operations.
  • Modified sales and production reporting to assess daily, weekly, and monthly output efficiency.
  • Implemented comprehensive recycling program to establish Zero Waste Company initiatives.

Board of Directors and Audit Committee Chairman

MARIJUANA COMPANY OF AMERICA, INC.
Los Angeles
01.2018 - 12.2020
  • Provide successful fundraising and Executive Leadership from the Board, was later offer President position

Consultant

CFS CAPITAL GROUP
Westlake Village
01.2014 - 12.2020
  • Served as a consultant and facilitator for private equity, investments, financial and strategic joint ventures in diverse sectors, including telecommunication, banking, non-profit, retirement, entertainment, licensing, gateway interface and merchant processing, and real estate development.
  • Raised $5M for private placement in the sports training and NBA Industry.

President

COALE FINANCIAL SERVICES
Downey
01.2004 - 12.2014
  • Company Overview: Firm provided bridge loans and title loans to a large and diverse clientele. Firm worked in the areas of subprime auto acquisition, purchases, and servicing of retail installment contracts. Was a pioneer, first finance company to use in using GPS trackers as a standard in the sub-prime market.
  • IPO readiness and working with investors
  • Underwrote $10M financing of Prince Tribute in 2016.
  • Marketed Michael Jackson’s (famous signer/performer) art collection for his partner.

Chief Financial Officer

Mrs Cubbison’s Foods Inc/Marie Calendar – JV with IBC
Montebello
01.1992 - 12.2000
  • Turned company with $7M in sales and $700k in profit to $80M sales and $12M in profits within 5 years
  • . Improved workers comp $ and safety program to number business unit within fortune 500 company with 65 facilities throughout the United States.
  • Initiated international sales for largest domestic baking company in US (IBC $2B). Ventured into China, Mexico, South America and Europe.
  • Thirteen consecutive years of max profit gains above budget, for company that went through LBO, MBO and then public offering NYSE.
  • Transformed a seasonal, regional company to a national/international company
  • Prioritized Safety Program and Employees. Became lowest workers’ comp costs/rating among 65 facilities in US. Also became highest ROI, ROS and fast growth within the 65 manufacturing facilities.

Education

Masters in Business Administration - International Marketing and Strategic Planning

PEPPERDINE UNIVERSITY
Malibu, California

Bachelor of Science - Business Administration, emphasis in Finance

UNIVERSITY OF SOUTHERN CALIFORNIA
Los Angeles, California

Skills

  • Environmental reporting
  • Compliance auditing
  • Organizational effectiveness
  • General ledger reconciliation
  • Monthly accounting
  • Non-profit accounting
  • Revenue recognition
  • Standard costing
  • Initial public offerings (IPO)
  • Investor relations
  • Timely month-end closing
  • Year-end closing
  • Interpersonal skills
  • Cost accounting
  • Industrial safety
  • Treasury management
  • Balance sheets
  • Financial reporting
  • Generally accepted accounting principles (GAAP)
  • Financial statements
  • Workers’ compensation management
  • Fundraising strategies
  • Budget forecasting
  • Payroll management
  • Inventory management

Affiliations

  • Beverly Hospital - Board of Trustees, Treasurer, Vice President
  • Board of Trustees, Treasurer, Vice President
  • Past Chairman of the Board/Board Member, Montebello Chamber of Commerce
  • Past Treasurer/Member, Board of Directors, Montebello YMCA
  • Past Treasurer/Member, Board of Directors, American Red Cross, Rhio Hondo Chapter (seven cities)
  • Past Executive Member, City of Montebello

Timeline

Controller-CFO

ADVANCE PAPER BOX COMPANY
04.2020 - Current

Board of Directors and Audit Committee Chairman

MARIJUANA COMPANY OF AMERICA, INC.
01.2018 - 12.2020

Consultant

CFS CAPITAL GROUP
01.2014 - 12.2020

President

COALE FINANCIAL SERVICES
01.2004 - 12.2014

Chief Financial Officer

Mrs Cubbison’s Foods Inc/Marie Calendar – JV with IBC
01.1992 - 12.2000

Masters in Business Administration - International Marketing and Strategic Planning

PEPPERDINE UNIVERSITY

Bachelor of Science - Business Administration, emphasis in Finance

UNIVERSITY OF SOUTHERN CALIFORNIA
ROBERT COALE