Robert Leonard Email & Phone Number
Director, Finance and Investments @ Family Office
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Robert Leonard Location
- United States
Robert Leonard Work
- 2026 - now Director, Finance and Investments @
- now VP, Growth and Podcast Host @
Robert Leonard Education
- University of Massachusetts Lowell 2016 - 2018
Robert Leonard Skills
- Financial Analysis
- Microsoft Excel
- Corporate FP&A
- Corporate Finance
- Financial Reporting
- Financial Modeling
- Forecasting
- Data Analysis
- Accounting
- Account Reconciliation
- Management Accounting
- Financial Statements
- Financial Accounting
- Internal Audit
- Cost Accounting
- Budgeting
- Analytical Skills
- Finance
- Fixed Assets
- Business Planning
- Strategic Planning
- Enterprise Resource Planning (ERP)
- General Ledger
- Internal Controls
- U.S. Generally Accepted Accounting Principles (GAAP)
- Accounts Payable
- Accounts Receivable
- International Financial Reporting Standards (IFRS)
- Sarbanes-Oxley Act
- Business Process Improvement
- Variance Analysis
- Treasury
- Microsoft Office
- Oracle Applications
- Critical Thinking
- Communication
- Time Management
- Teamwork
- Management
- Leadership
- Interpersonal Skills
- Microsoft Dynamics AX
- G/L Reconciliations
- Monthly Close Process
- Year-end Close
- P&L Analysis
- Financial Systems
- Certified Management Accountant (CMA)
- Financial Forecasting
- Cash Flow Forecasting
- Customer Service
- Project Management
- Financial Services
- Personal Finance
- Loan Origination
- Sports Marketing
- Cashiering
- Equity Valuation
- Valuation
- Budgets
- Employee Training
- Microsoft Word
- Financial Risk
- Cash Register
- Petty Cash
- Lines of Credit
- Equities
- Sales
- Credit Unions
- Business Writing
- Applied Mathematics
- Marketing
- Oracle ERP
- Bankruptcy
- Presentations
- Invest
- Cash Management
- Loans
- Public Speaking
- Portfolio Performance Analysis
- Investments
- Branch Banking
- Economics
- Social Media
- Cashiers
- Strategic Financial Planning
- Oracle Financials
- Equity Research
- SQL
- Oracle Reports
- SAS programming
- Chartered Financial Analyst
- Sports Management
- Consumer Lending
- Investment Management
- R
- Credit Analysis
- Personal Financial Planning
- Credit Risk
- Data Analytics
- Python
- Portfolio Management
- PowerPoint
- Budget Setting
- Stock Valuation
- Underwriting
- Banking
- Mathematics
- Investment Banking
- Credit Cards
- Cash Handling Experience
- Research
- u.s. Generally Accepted Accounting Principles
- Year End Close
- Enterprise Resource Planning
- Sarbanes Oxley Act
- Certified Management Accountant
- International Financial Reporting Standards
Robert Leonard Summary
- Robert Leonard, based in United States, is currently a Director, Finance and Investments at Family Office. Robert Leonard brings experience from previous roles at The Investor's Podcast Network. Robert Leonard holds a 2016 - 2018 University of Massachusetts Lowell. With a robust skill set that includes Financial Analysis, Microsoft Excel, Corporate FP&A, Corporate Finance, Financial Reporting and more. Robert Leonard has 2 emails and 1 mobile phone numbers on RocketReach.
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