Robert Hartmann

Company Overview: Ashoka selects and supports system-changing social entrepreneurs (the Ashoka Fellows), whose ventures transform markets, spur innovation and address social and economic problems around the world.

• Responsible for reporting, tracking and communicating amounts owed annually (totaling approximately $5.5 million) from all Ashoka offices worldwide to Headquarters.
• Automating the compilation and distribution of financial reports for offices in 42 countries.
• Deriving and successfully implementing a long-requested solution to track balances in 26 different currencies.
• Building VBA applications that correct human errors; efforts to date have freed up roughly 50% of the department’s time.

• Developed a model to manage a large grant of approximately $5 million impacting Ashoka Fellows and offices in 32 countries.
• Helped secure previously unavailable funding for several Fellow stipends.
• Discovered and successfully recaptured $60k owed from Headquarters from overpayments made from 2017 through 2021.

• Created dashboard reports for CEO reflecting operations of 57, separate programs and offices.
• Automated the customization and distribution of reports from Salesforce.
• Saved 120 hours of Finance Department time by automating all revenue release entries.

Company Overview: An international provider of skilled, senior-level accounting, finance, and business systems consultants

• Interfaced with CFOs of 500+ person organizations to deliver specialized, project consultants
• Work areas covered include risk, financial reporting, technical accounting, and enterprise systems
• Notable Achievements
• Originated consulting business with key clients, negotiated terms, & drafted agreements with stated deliverables
• Applied financial reporting and analytics expertise to anticipate client needs
• Earned 2017 Rookie of The Year for Robert Half Management Resources, West Coast Operations
• An international provider of skilled, senior-level accounting, finance, and business systems consultants

Company Overview: A Registered Investment Advisor managing ETFs and derivatives for Qualified Investors

• Developed proprietary algorithms that effectively identified short-term trading opportunities.

• Inception through year-end 2015: Client accounts outperformed the S&P 500 index by more than 50% per year net of fees.
• Developed code to identify and back-test statistically significant short-term returns from indicator matrices.

Company Overview: A provider of end-to-end operations and cloud-based analytics to a network of franchised auto parts distributors in the U.S., Canada, and Puerto Rico. FY ’13 system sales were approximately $220 million

• Built highly structured financial models to analyze acquisition targets under a wide range of scenarios.
• Minimized line of credit interest costs by accurately estimating the net cash impact of 50,000+ daily transactions.
• Sourced $2M in capital lease financing for critical IT infrastructure and applications.
• Fostered relationships with national banks that led to 150% growth in available secured credit.
• Drafted quarterly investor letters that highlighted long-term investment themes.

• Automated manually intensive monthly variance reports.
• Accurately projected financials, which helped replace costly working capital financing with a $10 million bank line.
o Derived the company’s first, reliable monthly financial statement projections (from scratch).
Previous attempts included a contracted engagement with a reputable investment bank.
o Formulated comprehensive support models to accurately project 200+ independent operating facilities.
• Used the Black Scholes model to value warrants attached to $30 million of convertible preferred stock.
Drafted an explanation of all assumptions used in the model’s inputs for the company’s annual audit.

Company Overview: A producer of hydrocarbons (partnered with the Navajo Nation). FY '08 revenue of $150 million.

• Managed the annual budgeting process.
• Evaluated acquisition targets.
• Provided operational analysis.
• Managed the corporate operating plan which guided the formation of loan covenants on $400M+ of debt.
• Provided analysis that aided the CFO in a decision to sell forward contracts at favorable prices.
• Through detailed analysis, discovered and refunded an $85k cash interest overcharge on the line of credit.
• Formulated a plan involving $20 million+ in new infrastructure to transport 10,000 barrels/day of ultra-light sweet oil production. The plan played an essential role in capturing $10M/year in incremental revenue from favorably negotiated pricing terms with a refinery.