Robert Chalnick, CFO, North Carolina, Located in the Triangle Area
For decades, companies in North Carolina and Florida have depended on Robert Chalnick to help them grow their businesses. With C-level business experience and expertise in financial turnarounds, Robert brings his unique set of skills to companies working with The CFO Connection. Whether it is mergers and acquisitions, implementing internal controls to get a handle on global spending, or complying with strict regulations, Robert helps organizations put their financial houses in order to ensure success and facilitate growth.
For years, Robert operated his own consulting firm, providing accounting, tax, operations, and financial services to clients that ranged from small non-profits to billion dollar organizations. As a board member and Pastor of the Pastoral Care Foundation, he helped the organization obtain 501(c)(3) status and receive governments grants. On the other end of the spectrum, he worked in a tax director role for the $1 billion Peachtree Financial Services where he proactively recovered $1 million of interest and penalties from the IRS and state taxing authorities.
Robert has also worked directly for numerous organizations. As a Partner at Touche Ross and at Millward and Company, for example, he specialized in forensic accounting and served as an expert witness in business valuation cases. And at Levenshon and Company, an investment banking firm, he raised more than $250 million while serving as President.
Robert is perhaps best known for his financial turnaround abilities. As CFO for Lutheran Family Services in the Carolinas, he implemented cost-effective strategies to retain key talent and made changes that helped revamp the $20 million social services agency for sustainable operations. He also served as interim CFO for an $11 million community health center agency where he brought in a new financial staff and closed out delinquent accounts to help stabilize operations.
In addition to working in the financial field, Robert also teaches. He has served as adjunct professor and a visiting lecturer at Florida International University and Florida Atlantic University, teaching tax research, corporate tax, accounting, individual taxation, partnerships, and basic finance at the graduate and undergraduate level. He has also taught at Rutgers University in New Jersey and has been published in the Journal of Accountancy, CPA Journal, and the Journal of Taxation.
Robert received his MBA from Baruch College of the City University of New York and his BS in Accounting and Economics from Long Island University. He received the designation of CGMA, sponsored by the national organization AICPA (American Institute of Certified Public Accountants). The CGMA designation demonstrates management accounting expertise, determination and commitment to achieving sustainable business success.