Accounting Services
Robert Santagado, CPA
Robert Santagado is highly accomplished accountant with over 21yearsof experience. His past titles include Portfolio Manager and Chief AccountingOfficer and he maintains his CPA certification in New Jersey, Florida, and Virginia. He has held functional leadership roles in the areas of financial/corporate startups, business diversification and consolidations, and has consistently displayed the ability to exceed company goals.
Past Roles
Portfolio Manager:
Responsible for management and oversight of the client portfolio of factored receivables, which entails new client underwriting, initial application analysis and client due diligence, volume-based client pricing, contract preparation and closing, deal oversight for mergers and acquisitions, internal audit, accounts receivable verification monitoring, federal tax liability monitoring of clients, debtor credit review and daily client funding verifications and approval. (AGR Financial – 2014-2017)
Chief Accounting Officer:
Responsible for all accounting and financial functions across 10 consolidated entities and 180+ FTE’s. Directed internal financial management and reporting activities and developed forecasts and operating budgets, performed analysis of actual results. (LSQ Funding Group – 1997-2014)
Payroll Administrator:
Responsible for the gathering, input and processing of weekly payroll data and the administration and maintenance of employee benefits. (Traffic Control Devices, Inc. – 1993-1997)
Services
- Strategic Planning
- Cash Flow Management
- Financial Management Processes
- Gross Margin Improvement
- Credit Underwriting
- Credit Analysis
- Client Monitoring
- Contract Management
- Internal Audit
- New Business Onboarding