Bert Smith

Chief Financial Officer

Professional Overview
Bert Smith is a seasoned financial executive with over 20 years of experience driving strategic growth and operational excellence across diverse industries. As a Chief Financial Officer, he leverages his strong technical expertise, business acumen, and leadership skills to optimize financial performance, mitigate risk, and support strategic decision-making for his client organizations.

Experience Summary

Current Roles
Chief Financial Officer, Calibrate (Present)

• Oversees all financial operations, including accounting, budgeting, forecasting, and reporting

• Spearheads the development and implementation of financial strategies to support the company's long-term objectives

• Collaborates cross-functionally to enhance operational efficiencies and drive profitability

• Provides critical financial insights to the executive team to inform strategic decision-making

Board Member, Ideal Image (Present)

• Serves on the board of directors, providing financial expertise and strategic counsel

• Contributes to the development and oversight of the company's financial policies and controls

• Advises on mergers, acquisitions, and other strategic initiatives

Chief Financial Officer, Vault Health (Present)

• Responsible for managing the company's financial operations, including cash flow management, budgeting, and financial reporting

• Played a key role in securing funding and investment to support the company's growth and expansion

Chief Financial Officer, Anderson Automotive Group (Present)

• Oversaw the financial management of a multi-location automotive dealership group

• Implemented cost-saving measures and streamlined financial processes to improve profitability

• Played a pivotal role in the acquisition and integration of new dealership locations

Chief Financial Officer (Interim), Tower Engineering Professionals (Present)

• Assumed the role of interim CFO, providing strategic financial leadership during a period of organizational transition

• Optimized financial controls, reporting, and cash flow management to ensure operational continuity

Career Progression
Prior to his current roles, Bert held various finance and accounting positions, including serving as Controller at a leading healthcare technology company and Senior Accountant at a national public accounting firm. Throughout his career, he has demonstrated a track record of driving operational improvements, spearheading strategic initiatives, and delivering sustainable financial results.

Academic Background
Bert holds a Bachelor of Science in Accounting from the University of North Carolina at Chapel Hill. He is a Certified Public Accountant (CPA) and has completed advanced coursework in corporate finance and strategic management.

Areas of Expertise

• Financial management and reporting

• Budgeting, forecasting, and cash flow optimization

• Risk management and internal controls

• Strategic planning and decision support

• Mergers, acquisitions, and integration

• Cross-functional collaboration and leadership

Professional Impact
Bert's contributions have been recognized through his involvement in several industry associations and his participation in high-profile projects. He has been instrumental in leading finance transformations, driving cost optimization initiatives, and supporting the successful integration of acquired entities. Bert's ability to bridge the gap between finance and operations has earned him a reputation as a trusted strategic partner among his client organizations.

Conclusion
With his extensive financial expertise, strategic mindset, and collaborative leadership approach, Bert Smith is poised to continue delivering exceptional results for his clients. He is committed to leveraging his skills and experience to navigate complex financial challenges, drive operational excellence, and contribute to the long-term success of the organizations he serves.