Summary
Work History
Education
Skills
Websites
Projects
Timeline
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ROBERT JUCKNIESS

Las Vegas,NV

Summary

Experienced CFO and Financial Controller with a demonstrated history of working in the food & beverages industry as well as hospitality, Entertainment and Financial Services. Strong business development professional with a master's degree focused in Finance from DePaul. Recently been working as a Fractional CFO and Project Manager for several organizations spanning various industries. I enjoy the ability to be flexible and build up businesses by providing insights to growing companies. My passion for business consulting and start-up finance has been a main focus since the start of my career.

Work History

President

RBJ Management (partnered with Paro.ai)
  • Prepared annual budgets with controls to prevent overages.
  • Introduced new methods, practices, and systems to reduce turnaround time.
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
  • Negotiated favorable contract terms with vendors, saving costs without compromising quality or service levels.
  • Led restructuring of organization internal processes, resulting in improved performance.
  • Maintained database systems to track and analyze operational data.
  • Performed statistical analyses to gather data for operational and forecast team needs.
  • Educated staff on organizational mission and goals to help employees achieve success.
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.
  • Evaluated existing business models, identifying areas of improvement to increase revenue generation potential.
  • Established strong client relationships through excellent communication and negotiation skills to secure long-term contracts.

CFO - Contract

RBHJ Holdings
  • Oversaw production, pricing and distribution activities to generate profit for company.
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Managed and led direct reports to handle controllership, treasury and corporate finance functions.
  • Conducted detailed analysis of company financial information to drive internal and external financial reporting, stewardship of company assets and ownership of cash management.
  • Devised systems to monitor, evaluate and track operational achievements.
  • Devised benchmarks to align goals and strategies with underlying financials.
  • Spearheaded contract negotiation and financing to complete high-priority projects and realize target outcomes.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Managed risk effectively through the establishment of a comprehensive risk management framework, safeguarding company assets against potential threats.
  • Managed financial, operational and human resources to optimize business performance.
  • Analyzed inventory strategy, reduced expenses and renegotiated contracts with vendors to increase profit margin.
  • Assessed company resources to keep business funded and nurture relationships with investors, lenders and key partners.
  • Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity, and internal financing.
  • Monitored key business risks and established risk management procedures.

CFO - Contract

Tradavo Inc.
  • Serving as Chief Financial Officer and running team of 5 for $20mm/yr CPG/Ecommerce Business
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Oversaw production, pricing and distribution activities to generate profit for company.
  • Refined internal control procedures, strengthening the overall integrity of financial data captured within the system.
  • Devised benchmarks to align goals and strategies with underlying financials.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.

Fractional CFO

Stewart's All American Restaurant
  • Delivered forward-thinking and bold insights to enhance business assets and report financial metrics.
  • Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
  • Completed in-depth analyses of risks to control company profile, enhance systems, and track legal concerns.
  • Emulated activist investors to generate return on invested capital.
  • Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
  • Evaluated investment opportunities diligently, contributing to informed decisions regarding potential projects and their expected returns.

Fractional CFO

Little Miner Taco
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
  • Communicated business performance, forecasts and strategies to investors and shareholders.
  • Formulated and executed strategic initiatives to improve product offerings.
  • Oversaw production, pricing and distribution activities to generate profit for company.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
  • Monitored key business risks and established risk management procedures.

Financial Consultant

Down The Street Eats
  • Providing financial guidance to rapidly growing Denver-based deli.
  • Updated clients on changes in tax laws and other regulations affecting investments.
  • Consulted on capital structure, strategic insight, budgeting & KPI building.

Financial Consultant & Interim CFO

Gusto Brands
  • Providing guidance on 10 new franchises in the QSR space with an estimated total revenue of $20-$25mm
  • Built strong relationships with clients through consistent communication and exceptional customer service.
  • Monitored and updated financial plans to comply with client goals.

Chief Financial Officer

Af'Ox & Associates
  • Devised systems to monitor, evaluate and track operational achievements.
  • Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity, and internal financing.
  • Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
  • Oversaw divisional marketing, advertising and new product development.
  • Represented organization at industry conferences and events.
  • Reduced company overhead and streamlined the reconciliation process.

Financial Controller

Area15
  • Helped open up the first Area 15 in the world.
  • Served as the head of finance for the Las Vegas Subsidiary, with a budget of over $100mm.
  • Cash tracking, reconciliations, and controls.
  • Lead full A/P processing, from ensuring Purchase Order approvals through setting up ACH payments, Vendor Management, Accounts Receivable, General ledger management, Balance sheet reconciliations.
  • Performed Intercompany entries and reconciliations, expense reviews and tracking against budget, period closes and financial statement preparation.
  • Set up tools to facilitate Inventory management and Cash flow forecasting.
  • Monitored fixed assets and related depreciation schedules.
  • Lead annual budget process and interim forecasting.
  • Developed and maintained various statistical and financial analyses.
  • Assisted with tax and audit initiatives.
  • Assisted with activation of NetSuite ERP in conjunction with IT team.
  • Supported executive-level decision making through the development of clear KPIs, financial metrics and dashboards.

Financial Controller

Eataly Las Vegas
  • Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
  • Reduced operating costs through meticulous budget management and cost analysis.
  • Led organizational cash flow and cash flow forecasting initiatives.
  • Supported executive-level decision making through the development of clear KPIs, financial metrics and dashboards.
  • Reduced company overhead and streamlined the reconciliation process.
  • Assisted with valuation of business for M&A.
  • Provided Business Strategy and Financial Analysis.

Financial Analyst

Kinder Morgan
  • Strengthened relationships with external partners such as banks or auditors through timely communication and transparent collaboration.
  • Developed forecasting tools to analyze revenue variances and capitalize on industry trends.
  • Provided strategic planning advice and financial oversight for corporate stakeholders.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Prepared budgets and Forecasts on a monthly, quarterly, and yearly basis for 8 locations with a total Revenue of over 250mm.
  • Forecasted on a monthly basis within +/-3.5% accuracy of actuals.
  • Hyperion Planning Software utilized as well as heavy Excel-based Financial Modeling and in􀀁house ERP solutions.
  • Project-specific financial analysis at the request of the VP of Finance and the Director of Finance to get a better understanding of how external factors affect our performance.
  • Responsible for consolidation of the financials for all 8 Terminals (separate entities) with the accounting team who I indirectly managed.

Financial Analyst

Royal Buying Group (DBA: Royal Performance Group)
  • Sales forecasting on approximately 500 million in Top-line revenue P&L analysis both parent and subsidiary.
  • Prepared budgets for Corporate, Sales, Finance, Marketing, IT and Operations.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Special ad-hoc projects regarding new software integration and structural reorganizations to add overall value to the company, which added 20% to the bottom line.
  • Prepared budgets for Corporate, Sales, Finance, Marketing, IT and Operations.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Developed forecasting tools to analyze revenue variances and capitalize on industry trends.

Education

Master of Science - Specialization in Finance

DePaul University
Chicago, IL

Bachelor of Science - Major in Economics and Finance

University of Hartford
West Hartford, CT

Skills

  • Business Strategy
  • ERP Implementation
  • Excel Expert
  • GAAP Accounting
  • Zero-Based Budgeting and Advanced Forecasting
  • Financial Negotiations
  • NetSuite
  • Salesforce
  • Looker
  • Xero
  • Zoho
  • ADP
  • Paylocity
  • Zenefits
  • SAP
  • Hyperion
  • Quickbooks
  • Etc
  • Cost Reduction
  • Process Analysis
  • Issue Research
  • Data Analysis
  • Account Retention
  • Vendor Collaboration
  • Business Planning
  • Revenue Generation
  • Process Improvement
  • Business Development
  • Strategy realignment
  • Strategic development
  • Decision-Making
  • Multitasking Abilities
  • Troubleshooting
  • Problem-Solving

Projects

CFO - Contract - Tradavo Inc. - Serving as Chief Financial Officer and running team of 5 for $20mm/yr CPG/Ecommerce Business. Assisted the Firm on key financial decision making. Served as advisory for the Executive team. Created and delegated the implementation of new key initiatives that lead to new revenue streams. Reduced company overhead and streamlined the reconciliation process. Served as a product knowledge expert on financial and insurance products. Assisted with valuation of business for M&A. Provided Business Strategy and Financial Analysis. Financial Controller - Eataly Las Vegas - At Park MGM - Prepared budgets and Forecasts on a monthly, quarterly, and yearly basis for 8 locations with a total Revenue of over 250mm. Forecasted on a monthly basis within +/-3.5% accuracy of actuals. Forecasting and Budgeting meetings weekly to discuss planning and tracking of expenses. Played a significant role in the operations of the terminals in both the maintenance and the labor which lead to 75% of my locations to meet or exceed budget expectations. Hyperion Planning Software utilized as well as heavy Excel-based Financial Modeling and in-house ERP solutions. Project-specific financial analysis at the request of the VP of Finance and the Director of Finance to get a better understanding of how external factors affect our performance. Responsible for consolidation of the financials for all 8 Terminals (separate entities) with the accounting team who I indirectly managed. Responsible for reviewing and verifying the accuracy of all of the accounting for the terminals before they got sent to the Department Heads.

Timeline

President

RBJ Management (partnered with Paro.ai)

CFO - Contract

RBHJ Holdings

CFO - Contract

Tradavo Inc.

Fractional CFO

Stewart's All American Restaurant

Fractional CFO

Little Miner Taco

Financial Consultant

Down The Street Eats

Financial Consultant & Interim CFO

Gusto Brands

Chief Financial Officer

Af'Ox & Associates

Financial Controller

Area15

Financial Controller

Eataly Las Vegas

Financial Analyst

Kinder Morgan

Financial Analyst

Royal Buying Group (DBA: Royal Performance Group)

Master of Science - Specialization in Finance

DePaul University

Bachelor of Science - Major in Economics and Finance

University of Hartford

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ROBERT JUCKNIESS