ROBERT K.

BISHOP
Saline, MI 48176 949.278.2681 Cell rbishop1psu@gmail.com

FINANCIAL EXECUTIVE
transforming chaos into clarity and control Senior executive with tip-of-the-spear mindset for driving operational effectiveness and financial success. Cutting through clutter and ambiguity, solving core problems, and executing on strategies that generate results, not excuses. Forward thinker with the acumen and interpersonal skills to lead organizational changes that improve the bottom line. implementing practical solutions with sustainable results through Organizational Leadership Strategic Planning Mergers and Acquisitions Accounting and Financial Reporting Corporate and Operational Finance Internal Control Environment and SOX ERP Implementation Budgets & Cost Controls Profitability Analysis

PROFESSIONAL EXPERIENCE OMEARA, FERGUSON, WHELAN AND CONWAY, INC. (Ann Arbor, MI)
2012 to 2013 OMeara Ferguson provides access to capital financing alternatives and stewardship-based fundraising counsel to build our clients fiscal strength and independence.

MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER

Recruited to develop OMeara Fergusons strategic/financial planning, accounting and cash management programs. Responsible for hands-on up to the elbows building of processes and internal controls that support and enable the continuing profitable growth of the firm with revenues of $10M and assets of $2M. Formalized and implemented annual budget and financial reporting disciplines previously lacking in a highly entrepreneurial rapid growth organization. Key developer of firm-wide strategic initiatives, acquisitions/divestitures, and implementer of operational tactics and procedures to improve overall business performance.

NEXA TECHNOLOGIES, INC. (Irvine, CA)

2005 to 2012 A subsidiary of Penson Worldwide, Inc., Nexa provides direct market access (DMA) to exchanges and ECNs along with securities brokerage solutions using proprietary trading software along with real-time and historical data feeds.

SENIOR VICE PRESIDENT, FINANCE & CHIEF FINANCIAL OFFICER

Recruited to bring financial leadership, expense discipline, and internal controls to the technology business prior to parent company IPO. Shifted business strategy of operating unit from revenue-driven profit center to highly efficient cost center while maintaining continuity of legacy revenue streams. Implemented MS Dynamics NAV to support revenue growth from $7M in 2005 to $21M in 2011 (6-yr CAGR=20%). Improved cash flow by reducing accounts receivable days outstanding from 60+ days to less than 30 days. Shortened month-end accounting close process from 12 to 7 days by employing a systematic and consistent approach emphasizing predictable and repeatable processes with clear accountabilities and deliverables. Managed banking relationships, implemented cash forecasting function, and developed process for improving efficacy of weekly cash distributions to the parent company. Oversaw annual external audits of financial statements and SAS 70 (now SSAE 16) network system controls. Transformed company from stand-alone technology provider to shared services model saving $7M in annual operating costs by consolidating technology functions across multiple business units. Achieved 66% improvement in software delivery cycles by implementing agile software development strategy. Directed RFP process for obtaining lease financing for $5M remote data hosting center build-out.

ROBERT K. BISHOP
PRUDENTIAL REAL ESTATE & RELOCATION SERVICES, INC. (Irvine, CA)

PAGE 2

(1988 2005) Prudential Real Estate and Relocation Services (PRERS) is Prudentials residential real estate brokerage franchise and relocation services provider business.

VICE PRESIDENT, FINANCE & CONTROLLER (2004 2005) DIRECTOR, FINANCE & ASSISTANT CONTROLLER (2001 2004)
Promoted to manage all phases of accounting and financial reporting for international business unit with $1 billion in assets and $300+ million in revenue. Integrated and consolidated accounting functions for newly acquired operations (Citigroup Relocation). Oversaw conversion of financial accounting systems from legacy client-server application to webbased Oracle application. Managed team of 16 with responsibility for all phases of month-end accounting close and financial reporting. Ensured internal controls satisfied SOX requirements and were consistently applied across all divisions. Key member of due diligence team performing for acquisition of Citigroup Relocation business unit and subsequent integration of all areas of finance and accounting; identified and eliminated duplicate jobs. Responsible for implementing new Oracle general ledger, subsidiary ledgers, and project costing modules.

DIRECTOR, STRATEGIC INITIATIVES (1998 2000)

Reporting to the president of the company, developed and executed service recovery plan for the franchise service division ($16 million budget). Reversed a 3-year trend of declining customer satisfaction; the plan improved customer satisfaction from 69% to 77% after only 3-months and then to 82% within 1-year.

DIRECTOR, IMPACT DYNAMICS / OPERATIONS REVIEW (1995 1998)

Reporting to the senior vice president of the service division and managing a staff of 15. Improved franchisee profitability through development of network-wide best practices. Identified and helped implement business strategies and tactics for maximizing franchisee productivity, profitability and people management at the local retail office level.

DIRECTOR, AFFILIATE ANALYSIS (1991 1995)

Reporting to the VP, Affiliate Analysis, performed financial due diligence on prospective PREA franchisees as well as existing member mergers and acquisitions. Performed financial due diligence for the acquisition of Merrill Lynch Realty and Relocation business units and subsequent disposition of non-core business segments from the successful acquisition

MANAGER/DIRECTOR, REGIONAL ACCOUNTING (1988 1991)

Reporting to the VP, Finance and Controller, managed 7 regional accounting managers located in cities throughout the United States. Provided technical guidance for regional accounting managers and their respective departments.

KPMG (Philadelphia, PA)

KPMG operates as an international network of member firms offering audit, tax and advisory services.

(1983 1988)

AUDIT & TAX SPECIALIST

Audits performed on a variety of companies primarily in the health care and financial institution industries. Various tax compliance and planning assignments within KPMG's Private Practice client segment focusing on the specialized needs of non-publicly held companies, typically with revenues under $100 million.

EDUCATION & CREDENTIALS

MBA, Finance Widener University Pennsylvania BS, Accounting Pennsylvania State University Certified Public Accountant Pennsylvania