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Bob Matkovich

Managing Director

A long-term financial executive, Bob has a diverse background in financial planning and reporting, capital sourcing, banking relations and capital sourcing, risk management, domestic and foreign tax accounting and compliance, and mergers and acquisitions. Bob attributes his success to driving cross-functional collaboration in accomplishing the company’s goals.

During his career, Bob has managed controlling, treasury, tax and risk management activities for manufacturing, health care, and local government employers. His specialties consist of developing and implementing financial reporting presentations to drive reporting standardization for large multi-national organizations, corporate accounting and global consolidation, global treasury oversight activities including liquidity forecasting and debt compliance, global tax management with a focus on tax planning and risk management, both in risk mitigation and claims management. He also developed the first Comprehensive Annual Financial Reporting (CAFR) package for the City of Rocky Mount, NC.

FUNCTION & SPECIALIZATION

  • CFO and Controlling
  • Global Treasury: Liquidity and Debt Management
  • Global Tax Planning and Accounting
  • Risk Mitigation and Insurance Management
  • Mergers and Acquisitions
  • Software Migration and Implementation

REPRESENTATIVE CLIENTS & PAST EXPERIENCES

  • Carpenter Co.
  • KP Films, Inc.
  • Prime Vision Health, Inc.
  • City of Rocky Mount, NC

EDUCATION, LICENSES & CERTIFICATIONS

  • B.A., Accounting and Business Administration, Catawba College, Salisbury, NC
  • North Carolina Association of Certified Public Accountants (inactive)
  • American Institute of Certified Public Accountants
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