As a Senior Manager at Vantage Point Advisors, Inc., Rob Francess will head up the firms’ Financial Due Diligence Practice. Mr. Francess will serve as the lead for Vantage Point Advisors’ services involving financial due diligence/quality of earnings, acquisition integration, CFO and Controller support and other transaction advisory services. His industry experience includes: financial services, technology, entertainment, clean-energy and healthcare. In his tenure in the financial due diligence field, Mr. Francess has performed buy-side financial due diligence and acquisition support on multiple small to mid-sized – public and private companies.
Prior to joining Vantage Point Advisors, Inc., Mr. Francess served as Chief Financial Officer of M.D. Sass Investor Services and GTI Group where he led the finance, accounting, human resource, regulatory and compliance functions in addition to supporting fund raising activities, acquisition negotiations and support and related portfolio company management and support. Mr. Francess experience began as an auditor at KPMG, LLP within the Financial Services practice focusing mainly on Advisory Services, Brokerage and Investment Banking clients. From there Mr. Francess moved into the corporate finance and accounting functions at various private equity/venture capital firms where he managed the fund complexes in addition to the portfolio companies in which they invested.
Mr. Francess is a Certified Public Accountant with over 20 years of experience building and leading all stages of finance, accounting, operations and reporting in small to mid-sized financial services organizations. In addition to maintaining and managing successful Corporate Finance and Accounting Functions, he has a demonstrated track record for performing due diligence on mergers and acquisitions, delivering substantial cost savings through operational audits, implementing ERP Systems and re-engineering and developing processes to serve the business and regulatory environments in which they operate. Mr. Francess spent the majority of his career working for private equity and venture capital firms and servicing the portfolio companies in which they invested in, and the incubated capital which they deployed.
- Vantage Point Advisors, Inc. – Senior Manager
- M.D. Sass Investors Services, Inc. – Chief Financial Officer
- GTI Group, LLC – Chief Financial Officer
- World Gold Council – Head of Operations & Regulatory Reporting
- Bonds.com Inc. – Financial Controller – Financial Operations Principle
- Ramius Capital Group, LLC – Global Controller
- Moore Capital Management, LLC – Assistant Controller
- KPMG, LLP – Assurance Practice – Supervising Senior Accountant
- Iona College, BBA – Accounting