Robert Chen

CPA, MBA | VP FINANCE

Strategic finance executive with 18+ years driving profitability, capital efficiency, and business partnership across PE-backed and growth-stage organizations

$12M Cost Optimization Delivered
$45M Capital Raised (Series B)
18 Years Finance Leadership
3 Exits Successful M&A Transactions

Strategic Finance Leadership

Cost Optimization & Margin Enhancement

Led comprehensive cost structure analysis identifying $12M in annual savings opportunities across procurement, operations, and G&A. Implemented zero-based budgeting framework, renegotiated vendor contracts, and optimized organizational structure while maintaining service levels.

$8M Synergy Capture
$3.2M Risk Mitigation
90 Days Integration Timeline

FP&A Transformation

Modernized financial planning and analysis function by implementing driver-based forecasting, rolling forecasts, and automated reporting infrastructure. Built executive dashboards providing real-time visibility into key performance indicators and variance analysis.

75% Forecast Accuracy Improvement
10 Days Close Cycle Reduction
Real-time Executive Visibility

Core Competencies

Strategic Finance

  • Financial Planning & Analysis
  • Capital Allocation Strategy
  • Budget Development & Management
  • Long-Range Financial Modeling
  • Unit Economics Optimization

Corporate Development

  • M&A Due Diligence
  • Transaction Structuring
  • Synergy Analysis
  • Post-Merger Integration
  • Valuation & Deal Modeling

Capital Markets

  • Equity & Debt Fundraising
  • Investor Relations
  • Board Reporting & Governance
  • Financial Communications
  • IPO Readiness

Operations Finance

  • Cost Optimization
  • Working Capital Management
  • Pricing Strategy
  • Procurement & Vendor Management
  • Process Improvement

Technical Accounting

  • GAAP Compliance (US & IFRS)
  • SOX 404 Implementation
  • Revenue Recognition (ASC 606)
  • Technical Memoranda
  • Audit Management

Systems & Technology

  • ERP Implementation (SAP, Oracle, NetSuite)
  • BI & Analytics (Tableau, Power BI)
  • Financial Systems Integration
  • Process Automation
  • Data Governance

Thought Leadership

FinOps in Growth Companies

Balancing growth investments with capital efficiency in venture-backed environments. Published in CFO Magazine, 2024.

The CFO as Business Partner

Evolving from scorekeeper to strategic advisor: finance's role in driving enterprise value creation.

Capital Allocation Frameworks

Data-driven approaches to investment prioritization and portfolio optimization in resource-constrained environments.

M&A Due Diligence Best Practices

Red flags, quality of earnings analysis, and building integration readiness into pre-close planning.

Board & Advisory Experience

Audit Committee Member | Growth-Stage SaaS Company (2022-Present)

Provide financial oversight and governance for $150M ARR software company. Review quarterly financials, internal controls, and risk management frameworks. Guide CFO on technical accounting matters and SOX readiness.

Financial Advisor | PE Portfolio Companies (Various)

Advisory engagements supporting private equity portfolio companies through value creation initiatives, carve-out transactions, and CFO succession planning.

CFO Leadership for High-Growth Companies

Available for CFO and VP Finance roles in PE-backed, venture-funded, and high-growth organizations seeking strategic financial leadership and operational excellence.

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$12M Annual Savings
480 bps EBITDA Margin Expansion
18 Months Full Realization

Series B Capital Raise

Orchestrated $45M Series B financing round, leading financial due diligence preparation, investor presentations, and negotiation of terms. Built detailed financial model demonstrating path to profitability and developed compelling growth narrative that attracted tier-1 investors.

$45M Capital Raised
$280M Post-Money Valuation
6 Months Runway Extension

M&A Due Diligence & Integration

Led financial due diligence for strategic acquisition, identifying $3.2M in undisclosed liabilities and $8M in synergy opportunities. Managed integration of finance functions, systems consolidation, and alignment of accounting policies post-close.