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Bob Matkovich

Senior Consultant

A long-term financial executive, Bob has a diverse background in capital sourcing, banking relations and capital sourcing, risk management, financial planning and reporting, 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 and health care employers. His specialties consist of 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.

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

  • KP Films, Inc.
  • Prime Vision Health, Inc.

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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