Rob Potter Email & Phone Number
Chief Financial Officer @ PERSUIT®
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Rob Potter Location
- New York, NY, US
Rob Potter Work
- Chief Financial Officer @ (January 2024 - Present)
- Chief Financial Officer @ Beacon Platform (January 2022 - January 2023)
- Head of Financial Planning and Analysis @ (January 2020 - January 2022)
- Vice President, Head of Financial Planning and Analysis @ (January 2015 - January 2020)
- Assistant Vice President, Financial Planning and Analysis - Asset Management, CFO Team @ (January 2014 - January 2015)
- Director and Manager, Financial Planning and Analysis - CFO Team @ (January 2012 - January 2014)
- Senior Financial Analyst @ (January 2009 - January 2012)
Rob Potter Skills
- ACH Payments
- Accounting
- Analysis
- Analytics
- Asset Management
- Auditing
- Banking
- Budgeting
- Business Planning
- Business Strategy
- Cash Collection
- Cash Flow
- Corporate Finance
- Corporate Strategy
- Critical Thinking
- Decision-Making
- Equities
- Executive Leadership
- Executive Management
- Expenses
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Reporting
- Financial Statements
- Forecasting
- General Ledgers
- Generally Accepted Accounting Principles (GAAP)
- Internal Controls
- Interpersonal Skills
- Investments
- Key Performance Indicators
- Leadership
- Management
- Mergers & Acquisitions (M&A)
- Microsoft Excel
- Microsoft Office
- Operational Efficiency
- Payroll Administration
- Process Improvement
- Reporting Requirements
- Risk Management
- Sales Operations
- Strategic Financial Management
- Strategic Planning
- Strategic Thinking
- Strategy
- Supervisory Skills
- Team Leadership
Rob Potter Summary
- Rob Potter, based in New York, NY, US, is currently a Chief Financial Officer at PERSUIT®. Rob Potter brings experience from previous roles at Beacon Platform, AlphaSense, TUDOR INVESTMENT CORPORATION and Credit Suisse. With a robust skill set that includes ACH Payments, Accounting, Analysis, Analytics, Asset Management and more. Rob Potter has 1 emails and 2 mobile phone numbers on RocketReach.
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Top PERSUIT® Employees
Olivia Pucci
Senior Director of People
New York, NY, US
Andy Nester
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Jessica Loring
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Josh Kalmus
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Michael Brown
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John Demelis
Chief Technology Officer
Melbourne, VIC, AU
Michelle Landy
COO and GC
New York, NY, US
Colin Whittington
Enterprise Sales Director
Austin, TX, US
David Falstein
VP of Product
United States
Brandon Beumer
Enterprise Sales Director
Tampa, FL, US
Jim Delkousis
Founder and CEO
New York, NY, US
Trisha Shastri
Director of Business Operations and Strategy
New York, NY, US
Chris Perry
VP, Enterprise
London, GB
Daryl Sweeney
VP - Global Customers
London, GB
Jack Simon
Enterprise Sales Director
New York, NY, US
Nicholas B
VP of Sales
San Diego, CA, US
Marie Sotelo
Head of Content
Bend, OR, US
Rob Potter
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New York, NY, US
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