Robert Sama

Robert Sama

Finance And Strategy Professional, Periodic Entrepreneur

Greater Boston Area

Current
Past
  • Principal at Official Software
  • Consultant at Independent (Self-employed)
  • Owner at Closer Communications
  • Senior Consultant, Strategy Group at Environments, LLC
  • Accounting Manager at LoJack Corporation
  • Supervising Senior Auditor at KPMG
Education
  • Babson College - Franklin W. Olin Graduate School of Business
  • Bentley College
  • University of Chicago
  • St. Sebastian's
Connections
285 connections
Industry
Venture Capital & Private Equity
Websites

Robert Sama’s Summary

Financial and strategic professional, with a focus on technology and start-up enterprises.

Robert Sama’s Specialties:

Tech company finance, financial analysis, budgeting and forecasting, competitive analysis, business plan authoring, accounting, FP&A, roadshow/sales pitches, investor relations, Great Plains, FRx, Oracle Financial, Hyperion, Word, Excel, Access, HTML, WordPress, Mambo, Moveable Type


Robert Sama’s Experience

  • Director of Strategic Financial Analysis

    The Mentor Network

    (Privately Held; 10,001 or more employees; Hospital & Health Care industry)

    October 2006Present (3 years 4 months)

    Director of Strategic Financial Analysis for a $1 billion company. Lead development of long-term financial plans and strategic analyses for company growth. Bring traditional financial discipline to bear on corporate decision making.

    The company performs privatized human services for mentally disabled individuals and at risk youth. Learn more about the company at http://www.thementornetwork.com .

  • Principal

    Official Software

    (Internet industry)

    January 2006October 2008 (2 years 10 months)

    Official Software offers online copyright filing services.

    Purchased the company with a partner. Executed turnaround strategy which made company profitable. Company did so well it paid for itself with cash dividends. Sold to TuneToad in October 2008.

    www.officialsoftware.com

  • Consultant

    Independent (Self-employed)

    (Self-Employed; Myself Only; Management Consulting industry)

    May 2004October 2006 (2 years 6 months)

    Consulted for various companies, primarily in an FP&A capacity. Major client: Centra Software, a $30 million publicly held software company where I directed all FP&A activities for the company during their buyout process with Saba Software.

  • Owner

    Closer Communications

    (Privately Held; 1-10 employees; Computer Software industry)

    October 2001May 2004 (2 years 8 months)

    Closer Communications developed a Customer Acquisition Management system for use at tradeshows and similar events. As founder and President of the Company, I conceived the product, recruited team members, led all strategic efforts.

    Developed business plan and financial model.
    Presented to 128 Wireless Venture Group, DemoMobile 2003 and was on panel for Capital Venue and to potential customers, including Key3Media, operator of COMDEX. Beta tested the product twice, once in a private setting, and again in a public environment.

    On June 10, 2008, was awarded patent No. 7,386,276. Listed as co-inventor on the patent.

  • Senior Consultant, Strategy Group

    Environments, LLC

    (Privately Held; 51-200 employees; Internet industry)

    July 1999July 2001 (2 years 1 month)

    Environments was a strategy and business consulting firm specializing in early stage Internet and technological enterprises. I was a leading consultant at the firm, performing all financial modeling for business plans authored by the firm, and lead teams authoring business plans for clients as well.

  • Accounting Manager

    LoJack Corporation

    (Public Company; 201-500 employees; LOJN; Information Technology and Services industry)

    June 1997May 1999 (2 years )

    LoJack Corporation, an $85 million public company, manufactures a device which when installed into an automobile, enables the police to track and find that vehicle if it is stolen.

    I was the accounting manager there, leading all monthly closes. I reported to the Director of Finance.

  • Supervising Senior Auditor

    KPMG

    (Partnership; 10,001 or more employees; Accounting industry)

    May 1993June 1997 (4 years 2 months)

    Auditor in the Information, Communications and Entertainment division of the firm, where I became a specialist in the workings and finances of small, start-up enterprises, mostly high-tech.


Robert Sama’s Education

  • Babson College - Franklin W. Olin Graduate School of Business

    MBA , Entrepreneurship, Finance , 20042006

    Activities and Societies:
    cum laude
  • Bentley College

    MA , Accounting , 19931995

  • University of Chicago

    AB , Philosophy , August 1989June 1993

  • St. Sebastian's

    HS Diploma , September 1983May 1989


Additional Information

Robert Sama’s Websites:

Robert Sama’s Groups:

samaBlog

  •    Babson MBA Alumni
  •    Carnival of the Capitalists
  •    University of Chicago Alumni
  •    Babson Community
  •    KPMG U.S. Alumni Group
  •    The University of Chicago Alumni
  •    I.S.L - Independent School League (Boston area schools)
  •    LoJack Alumni
  •    St. Sebastian's School Alumni

Robert Sama’s Contact Settings

Interested In:

  • career opportunities
  • consulting offers
  • new ventures
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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