Robert Friedman

CFO | Principal
Expertise: Financial Planning & Analysis, Strategic Planning, financial and operational reporting, process optimization, team leadership, financial literacy training, restructuring, systems development, sell side M&A, scorecards, KPI tracking, improving operations management and Employee Stock Ownership Plans (ESOP

Robert Friedman is a seasoned Finance and Operations Executive with over 35 years of experience in entrepreneurial and privately held family-owned businesses across Manufacturing, Construction, Distribution, and Professional Services. With a strategic and holistic approach, Robert specializes in optimizing processes to drive scalable growth, operational excellence, and long-term profitability. His ability to implement structure and efficiencies typically found in larger enterprises has positioned him as a transformative leader in every organization he has served.

As a forward-thinking CFO and Director, Robert has played a pivotal role in elevating organizational performance. He successfully led the transformation of an oldline construction company into a niche market leader within five years—growing revenue 5x and profits 10x. His leadership extended beyond financial growth, guiding the company’s founders through a seamless succession plan that resulted in a tax-advantaged ESOP sale, benefiting the company’s dedicated employees. Robert has also spearheaded the development of robust KPI dashboards, forecasting processes, and monthly reporting frameworks, while actively serving on Boards of Directors. His collaborative leadership style allows him to work across all levels of an organization, uncovering key insights through data analysis and strategic questioning. Additionally, he has successfully managed banking relationships, tax compliance, benefits administration, treasury functions, IT, audits, and facilities management.

Robert is a CPA and holds an Executive MBA from the Stern School of Business at New York University. He resides in the suburbs of New Jersey with his wife and three children. Passionate about travel, lifelong learning, and outdoor adventures, Robert enjoys exploring new cuisines and fine wines, as well as staying active through sports and outdoor adventures.

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