Robert B. Morgan
Portfolio CFO, MBA
PROFESSIONAL PROFILE
- Career Highlights: Executed 20+ strategic transactions including private equity exits, venture funding, acquisitions, and IPO preparation. Modernized CertiPay infrastructure with Microsoft Power Platform, reducing funding errors 25% and labor costs 17%. Drove major performance gains, including 11× EBITDA improvement and 30% revenue growth across portfolio companies. Maintained SEC compliance while strengthening financial controls and improving working capital management. Rebuilt finance leadership teams and restored confidence among stakeholders, banks, and regulators.
- Specialties: Strategic Planning, Operational Excellence, Financial Planning and Analysis, Budgeting and Forecasting, Risk Management, Cash Flow Planning, Governance Compliance and Audits, Investor Relations, M&A and Due Diligence, Organizational Restructuring, Crisis Management, Team Development.
- Education: MBA, Honors – Marketing, University of South Florida – Tampa, FL BS, Honors – Accounting, University of Florida – Gainesville, FL Certified Public Accountant, State of Georgia
CAREER JOURNEY
Robert B. Morgan is a finance executive and Chief Financial Officer with experience leading financial strategy, operations, and transformation initiatives across industries including FinTech, SaaS, software development, financial services, retail distribution, media, hospitality, and professional services. He partners closely with CEOs, boards, and ownership groups to improve profitability, strengthen financial controls, and guide organizations through periods of growth and change.
Throughout his career he has executed more than twenty strategic transactions including private equity exits, venture‑funded growth initiatives, acquisitions, and IPO preparation. His work has included modernizing financial infrastructure, implementing reporting systems, strengthening regulatory compliance, and leading financial teams across multi‑entity organizations.
He has held executive leadership roles including Chief Financial Officer at Black Dragon Capital, PrestigePEO, and CertiPay Holding Company, where he led financial strategy, reporting, analytics, risk management, and capital initiatives while supporting high‑growth organizations and complex multi‑entity business structures.