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 @
2019 -2023 VP, Growth and Podcast Host @

Robert Leonard Education

University of Massachusetts Lowell
Master of Business Administration - MBA (Accounting and Finance)
2016-2018
University of Massachusetts Lowell
Bachelor of Science in Business Administration - BSBA (Finance and Economics)
2013-2016

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 Master of Business Administration - MBA in Accounting and Finance @ 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 3 mobile phone numbers on RocketReach.