1. ROBERT D. ROBERTSON, CPA
2609 La Paloma, McKinney, TX 75070
972-658-7367 | rob0609@att.net | www.linkedin.com/in/RRobertson6990
Summary
Determined and effective controller with demonstrated ability to efficiently complete financial statement close and produce reliable budgets and
forecasts. Valued business partner that applies proven knowledge of US GAAP, international accounting, transfer pricing, financial analysis, and
internal controls to complete objectives and improve processes. Proficiently uses computer software tools and spreadsheets to transform large
volumes of data into meaningful management reporting and financial analysis. Leads, develops, and motivates staff creating a positive, results-
oriented team environment.
Professional Experience
Software Developer and Reseller-Dallas, Texas April 2016 –
August 2016
Controller
Company with 2.5 million annual activity. Responsible for accounting, finance, HR, and transitioning internal IT. Activities included cash flow
position reporting and forecasting, financial statement close, P&L forecasting, tax preparation, insurance renewals, payroll review and approval,
disbursement review and approval, customer invoice review and approval, reporting for billable and non-billable time, identifying external vendors
for outsourcing internal IT infrastructure, new employee on-boarding and orientation, and ad-hoc management reporting.
Atos (formerly Xerox and ACS)-Dallas, Texas March 2001-April 2016
Controller-Atos ITO Service Delivery 2004-April 2016
• Responsible for International Service Delivery, Security, ITO Germany, and Transfer Pricing totaling $110 million in activity
• Consistently delivered financial statement close and reliable budgets and forecasts
• Lead a team of 5 professionals
• Reviewed financial results and built budgets and forecasts with operational vice presidents for Security, Asia, and South America, which
includes personnel, hardware, software, facility infrastructure, and overhead costs in eight different countries
• Accounted for transfer pricing and managed associated funding for ten offshore entities using a process that I developed which handles
eliminations for tax purposes without impacting management reporting
• Reviewed, analyzed, and approved capital expenditure requests including international facility buildouts, new equipment, refresh of old
equipment, software purchase/lease, and others ranging from several thousand to three million plus dollars
• Calculated and maintained international overhead rates per seat using quarterly P&L data for technical centers located in India, Malaysia, the
Philippines, Mexico, Argentina, Guatemala, and Peru
o Rates broken down by cost components (facilities rent and maintenance, network circuits, equipment and software expenses, etc.)
o Used by the modeling team for new business pricing and by my accounting team for allocation of technical center expense to business units
in actuals, budgets, and forecast
• Established capital lease accounting for major software and hardware offerings in Security
• Reviewed 56 balance sheet reconciliations prepared by team for International Service Delivery, Security, and Transfer Pricing
Key Contributions
• Created wages/benefits/headcount reporting tool for Information Technology Outsourcing Service Delivery’s 3,000 headcount and $142
million in annual wages and benefits expense. The Microsoft Excel based tool and associated process provided US dollar reporting for 17
groups across 25 countries. It provided variance to budget/forecast and 24 month trends. It captured headcount moved with reclassification
journal entries. Finally, it computed the foreign exchange component of variance to budget/forecast and the difference between trends stated
at the current month exchange rates vs. trends stated at budget/forecast exchange rates.
• Developed a process to map local Europe ITO budget/forecast in their separate systems to Xerox system accounts, upload the data into the
Xerox Hyperion/Essbase budgeting/forecasting tool, and review Xerox budget/forecast reporting with UK and Germany finance teams. These
groups are responsible for $110M in annual activity.
• Developed efficient and timely close cycle reporting for foreign exchange impact on variance to budget and forecast for all of Information
Technology Outsourcing Service Delivery. Reporting provided monthly visibility to foreign exchange impact by group, country, and expense
type using an automated Microsoft Excel template that I designed. Covered $68M of annual offshore expenses in 17 groups across 25
countries.
• Developed financial statement close tools and processes for Germany and UK acquisitions
o Created file to map local ledger system transactions to Xerox accounting system and upload them
o Tracked and booked US GAAP to local GAAP differences

2. Robert D. Robertson Page 2
o Designed standard reporting templates for Germany and UK accounting/finance which explained all differences between local accounting
principles and US GAAP, and computed foreign exchange impact on variances
o Prepared balance sheet reconciliation packages for all US GAAP adjustment ledger balances including reconciliations for 48 accounts
o Handled $110M in annual activity
• Transitioned acquired company to Xerox accounting and financial systems
o Used data provided by acquisition lead to book the purchase price allocation
o Worked with accounting and finance teams at Xerox and acquired company to map general ledger accounts and management reporting
structure of three different local ledger systems in the US, the UK, and China to Xerox accounting system
o Received general ledger activity provided by local accounting teams, used mapping file to map it to Xerox system, and uploaded it for each
monthly close
o Prepared monthly reconciliation of Xerox accounting system balance sheets and P&Ls to the local systems of the acquired company,
including local accounting standards and US GAAP differences
o Converted acquired company’s accountants to self-sufficiency in monthly close and financial analysis by providing training for the close
process, the accounting system (JD Edwards One-World), and the financial analysis tool (Hyperion Essbase) and by providing guidance to
staff during their initial close cycles
o Handled $39M in annual activity in three countries, the US, the UK, and China
• Responsible for financial support of 3 different job offshoring programs
o The largest moved 719 positions from the US to India, Mexico, Malaysia, the Philippines, and Argentina resulting in annualized savings
of $28 million
o Built planning models and tracked actuals for costs including wage expense, new facility build out, network/telecom infrastructure,
computer equipment, and position overlap during transition
Assistant Controller-ITO Service Delivery 2001-2004
• Reviewed and consolidated financial statement close and budget/forecast reporting for ITO Service Delivery, an organization with 3,000
employees and $261 million in annual expense and cost recovery
• Supervised 5 employees
• Presented financial statement variance reporting and reviewed budget/forecast preparation with operational vice presidents and division
controller
• Operational areas included hardware, software, computer operations, network services, end user computing/helpdesk, and systems
engineering services
• Developed Microsoft Excel cost tracking and license/hardware deployment tools for software/hardware enterprise agreements
Other Professional Experience
i2 Technologies-Dallas Texas GL Accounting Manager
• Responsible for monthly close and financial statement analysis
• Designed Access database for tracking and reconciling subcontractor accruals and payments by vendor, subcontractor, and project. Database
actively used to track over 200 subcontractors and projects.
Centex, Inc.-Dallas, Texas Controller-Centex HomeTeam Security
• Responsible for monthly close and financial statement analysis
• Lead accounting system conversion to Great Plains Dynamics
EDS-Plano, Texas General Accounting Supervisor Financial/Integrated Auditor
Ernst & Young Public Accounting-Dallas, Texas Audit Staff Accountant (two busy seasons)
Education and Technical Proficiencies
Masters of Business Administration, Finance Concentration, The University of Texas at Austin, GPA 3.692
Bachelor of Business Administration, Accounting/Honors Business, The University of Texas at Austin, GPA 3.447
Certified Public Accountant, State of Texas
Proficient in Microsoft Excel, Hyperion Essbase, and JD Edwards One-World. I also have experience with Microsoft Access, Oracle General
Ledger, Great Plains Dynamics, and FRX Financial Reporting.