Robert Willis, CPA
Accounting Contractor at BANKW Staffing, LLC- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Certified Public Accountant
Massachusetts Board of Public AccountancyAug, 1985- Sep, 2024
Experience
-
BANKW Staffing, LLC
-
United States
-
Staffing and Recruiting
-
1 - 100 Employee
-
Accounting Contractor
-
Dec 2022 - Present
Currently contracting with a Boston private equity firm assisting with year-end activities including expense allocation and invoicing to funds and portfolio companies, account reconciliation and process and procedures review and documentation. Currently contracting with a Boston private equity firm assisting with year-end activities including expense allocation and invoicing to funds and portfolio companies, account reconciliation and process and procedures review and documentation.
-
-
-
-
VP Treasury and Tax
-
Feb 2021 - Oct 2022
Global software developer with $210 million in revenue. Lead a staff of three responsible for payroll, equity valuation and accounting, income tax compliance and treasury functions across eleven global entities. Also responsible for all accounting functions and annual audits for six foreign subsidiaries. • Prepared cash forecasts and funding requests on a monthly basis for three U.S. entities and nine foreign subsidiaries. • Worked with tax providers on the preparation and filing of U.S. and foreign income tax returns, including short period and stub period returns resulting from the IBM acquisition. • At acquisition date oversaw calculation and payment of $120M for vested and unexercised stock options.
-
-
Corporate Controller
-
Apr 2017 - Jan 2021
Global software developer with $160 million in revenue. Lead a staff of four responsible for financial reporting, general accounting, tax compliance, accounts payable, equity accounting, year-end audit and Treasury functions across eleven worldwide entities. • Automated stock option tracking and accounting on the Shareworks platform. • Evaluated and implemented the accounting for two significant acquisitions. • Developed the accounting process for two new foreign subsidiaries. • Directed year-end audits and preparation of financial statements including footnote disclosures.
-
-
-
Lavastorm Analytics
-
IT Services and IT Consulting
-
Director of Finance - Controller
-
Apr 2007 - Feb 2017
Global software developer with $26 million in peak revenue. Lead a staff of four responsible for Accounting and Finance functions across seven worldwide entities, with direct reports in Boston and the UK. • Sourced and implemented NetSuite Financials to provide accounting platform for newly formed group of companies and support anticipated growth. • Developed financial model which drove decision to convert the APAC operation to an external distributor based approach. • Developed combined models for contract and sales tracking, budgeting and cash flow forecasting. • Worked with CEO to evaluate, choose and transfer to a new 401(k) plan provider. • Coordinated year-end audits and led transition to new firm for all audit and tax work.
-
-
-
Bose Corporation
-
United States
-
Computers and Electronics Manufacturing
-
700 & Above Employee
-
General Accounting Manager
-
Mar 2004 - Apr 2007
Multinational manufacturer of audio equipment with $2 billion in revenue. Directed a staff of 14 responsible for financial reporting and analysis, general accounting, worldwide consolidation, coordination of year-end audit and accounts payable operations. • Led cross-functional project team in valuation of $15 million acquisition. • Initiated AP improvement plan resulting in decreased invoice backlog and improved payment timeliness. • Revised accounting for intercompany inventory in transit resulting in a $2 million tax savings. • Prepared year-end financial statements including footnote disclosures.
-
-
-
SmartEnergy, Inc.
-
United States
-
Corporate Controller
-
Mar 2001 - Sep 2003
Deregulated energy retailer with $50 million in revenue. Directed a staff of five responsible for financial planning and analysis, financial reporting, general accounting, tax compliance, credit and collections, accounts payable, coordination of year-end audit and energy reconciliation and analysis. As a member of the Senior Management Team, planned and directed company's growth from a start-up venture to a fully operational company serving over 100,000 customers. • Developed general ledger closing and financial reporting process. • Led billing remediation effort that identified over 6,000 accounts and $1.2 million of unbilled revenues. • Developed automated collections process that contributed to a 66% decline in delinquent accounts. • Developed operations tracking and reporting to monitor all aspects of company operations. • Implemented accounting for derivatives in accordance with SFAS No. 133; implemented accounting for goodwill in accordance with SFAS No.'s 141 and 142; evaluated and implemented pushdown accounting to account for acquisition of 95% of company in 2001. • Prepared year-end financial statements including footnote disclosures.
-
-
-
-
Division Controller
-
1997 - 2000
Multinational publisher with $2.3 billion in revenue. Directed a staff of 52 responsible for general ledger closing and maintenance, cost accounting and analysis, accounting policies and procedures, implementation of FASB pronouncements, accounts payable and general purchasing operations. Prepared and analyzed the segment's internal and external financial reports, including segment information for the corporation's SEC 10-K's, 10-Q's and investor relations meetings. • Consolidated accounting locations from five to two resulting in annual savings of $1.1 million. • Led development of common PeopleSoft financial systems to replace five disparate accounting systems. • Assumed leadership position on Revenue Assurance project that identified $20 million of unbilled revenues and won a 1999 Bell Atlantic Leaders in Excellence award.
-
-
-
-
Division Controller (1993-1997) / Manager, Assistant Manager (1986-1993)
-
1986 - 1997
Multinational publisher with $950 million in revenue. Accounting Management positions with increasing responsibilities for Division Controller functions. • Assumed responsibility for financial planning activities for one year while CFO focused on business transformation initiative. • Oversaw directory portion of New York Public Utilities Commission rate case proceedings resulting in acceptance of company's position on all directory matters. • Developed purchasing card and mechanized employee expense reimbursement programs. • Developed the accounting systems and processes for newly acquired subsidiary in Prague.
-
-
-
-
Accounting Supervisor
-
1985 - 1986
Supervised general ledger accounting, prepared financial statements and analyses and assisted in budget preparation for two operating regions of fourth largest cable television operator in the U.S. Supervised general ledger accounting, prepared financial statements and analyses and assisted in budget preparation for two operating regions of fourth largest cable television operator in the U.S.
-
-
-
-
Senior Auditor
-
1982 - 1985
Managed audit engagements for mid-size Boston firm. Diversified client base included privately held manufacturers, wholesalers, media and financial services firms. Prepared financial statements, including footnote disclosures, in accordance with GAAP for client companies. Managed audit engagements for mid-size Boston firm. Diversified client base included privately held manufacturers, wholesalers, media and financial services firms. Prepared financial statements, including footnote disclosures, in accordance with GAAP for client companies.
-
-
Education
-
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
Community
