chief financial officer
As our chief financial officer, Mr Shawn PT Roberts oversees the daily operations, subcontractor relations and financial obligations. He brings high energy and creativity in his work ethic. As a native Pennsylvanian, he has been best friends with our CEO, Mr DeCapria, since the first day of kindergarten and with that trusting friendship, working with our firm has been a natural fit. After college, Mr Roberts spent fourteen years in Philadelphia prior to moving to La Jolla, California where he currently resides. He holds undergraduate degrees in Finance and French and is actively working on his MBA coursework. His professional career has spanned small and medium sized businesses in a variety of specialties including construction and architecture, software, banking, gourmet foods, and veterinary management. Professionally, Shawn brings his expertise in marketing, management, cash flow and financial analysis, and overall operations management. In his free time, Shawn enjoys the outdoors; hiking, trail running, swimming, biking, running, time at the beach, traveling, and new adventures.
In his latest endeavours, Mr Roberts is working as a financial consultant at the Rancho Santa Fe housing development. Just prior to that, he was the hospital administrator and director of marketing at Preferred Pet Care, a privately owned four animal hospital specializing in emergency care, animal ophthalmology and general veterinary practice located in the San Diego, CA area. There, he successfully managed two hospitals; Animal Eye Clinic and 24/7 Animal Emergency Room center. He was responsible to oversee all hospital financial, human resources, and operating responsibilities. In addition, he has created and directed marketing campaigns, community outreach, and hospital branding.
Mr Roberts is a dedicated leader in finance/accounting with progressive experience in enhancing financial performance through analytics, budgeting, reporting, and strategic business planning. He has been recognized for problem-solving, technical competency, professional integrity, and commitment to employer success with a consistent focus on positive changes and enhancing stakeholders’ values. In his role with the team, he will use his abilities to develop staff, optimize resources, and develop collaborative internal and external partnerships in human resources and subcontractor coordinations.
Prior to moving to California, from 2012 - 2013, Mr Roberts was the director of finance at the Society Hill Veterinary Hospital, a five veterinarian AAHA animal hospital specializing in small animal care located in Philadelphia, PA. There he managed all accounting and finance activities; he was able to r
educe their operating Costs by 20% through creating and implementing an aggressive growth budget and positive cash flow projections, reported daily, weekly, and monthly financial activity to staff and owner, implemented strict accounting policies and checks and balances. He implemented and managed: stricter inventory controls, team emphasized checks and balances, direct manufacturer purchase negotiations, updated inventory and billing coding system, managed shipments reducing shrinkage and overstock, implemented new online store reducing on-hand inventory while maximizing client experience and ease of use. He also modernized payroll by eliminating overpayments, tax errors, implemented electronic timesheet systems and biometric time clock, negotiated reduced annual payroll fees by 35%, updated current veterinarian salary compensation reducing 25% payroll fees, upgraded hospital wide phone system to VOIP saving 23% telecommunications cost, maximized credit card purchasing program and online vendor payments eliminating paperwork and postage by 60%, increased profits by 18% through new client/client retention campaigns, fee increases and analysis, service synergies, teamwork emphasized efficiencies, and overall operating costs reduction, branded hospital image through the implementation of new Google Apps email system aligning with website domain, updated and refreshed website including mobile site creation, maintained up to date content, online Adobe forms, designed all client pamphlets for hospital services, created online staff forms reducing paper consumption by 40%, he managed IT by providing onsite and on-call tech services, upgraded server for reduced downtime and efficiencies, upgraded and configured all hospital PCs, implemented .pdf applications reducing all printing needs by 50%, he managed hospital facility costs by monitoring HVAC and air quality, security systems, building safety (OSHA compliance), repairs, and improvements, and increased clients by 21% by collaborating with local vendors, newspapers, newsletters for advertising campaigns and community service events.
From 2006 - 2008, Mr Roberts was a project accountant BLT ARCHITECTS, a Philadelphia and Nevada based architectural firm specializing in residential, casinos, commercial, and large scale industrial projects based in their office located in Philadelphia, PA. In this role he directed daily accounting and financial activities of the $25-million architecture firm. He supervised ADP payroll, managed finances through cashflow projections, banking and reconciliations, line of credit administration. Additionally, he managed 100+ consultant billings, payments, and contract review; by overseeing the daily, monthly, quarterly, annual operations forecasting. While there, he successfully managed project accounting, cost analysis, forecasting, and reporting of $3-billion, $4-billion and $4.5-billion casino projects. As well as being assigned as role as Controller during the existing Controller's their three month leave of absence.
In 2000 - 2002, Mr Roberts was the operations analyst at the Philadelphia office of Innaphase Corporation, a 95-person pharmaceutical data-warehouse software-startup originating from Paris, France. During this time, he managed 2 staff accountants overseeing $55-million of the international software firm. He was also responsible for sales contract review, cash flow projections, contract payments, sales team bonus payout. In addition, he managed cash receipts/payments for foreign offices in Paris, Montreal, London through inter-currency financial reporting to the board of directors through quarterly reporting packages. He analyzed cost structures, profit centers, and maximizing return on investments and maintained deferred income schedules. His accomplishments included the restructuring and modernization of the foreign billing system for sixty-seven country client base, directed annual French SARL entity financial audits, executed Euro conversion for French operations, acted as liaison between French accountants and lawyers for SARL entity closure, streamlined foreign payment collections through credit card processing implementation and assisted with due diligence of company expansion.
Mr Roberts brings great value to our team with his ability to use programs such as Microsoft Office, Adobe Acrobat, Photoshop, Intravet and HTML; he is a forward thinker with the ability to lead his team to success. With the true knowledge and skills necessary to manage employees, provide insight and systems for the betterment of the operations, independently implementing those systems; that enables him to be a successful player. He is very dedicated to the company, while remembering that the clients needs must be met so the projects are completed on-time and within budget.
Cash Flow Management
Financial Analysis & Reporting
Compliance & Internal Policies
Marketing Strategies & Branding
Budgeting & Forecasting
Inventory & Controls
Operational Efficiency & Management
Ongoing Continuing Education for MBA
Ongoing Continuing Education for Project /Business Management-related courses
2010 - Masters of Liberal Arts coursework from Temple University
2002 - MBA coursework from Drexel University
2002 - Graduate Studies from the University of Pennsylvania
2000 - Bachelor of Science in Finance & French from Bloomsburg University
predesign + design + bidding & award + construction + closeout
design-build + design-bid-build + owner's representation/construction admin consulting
new construction + additions + tenant fit-outs + renewals + restorations|renovations
commercial | military | public | government | private | green and sustainable projects | luxury homes | townhouses | hotels | motels | multi-unit residential facilities | military barracks | military/corporate headquarters facilities | air-support facilities | military training facilities | office/administration complexes | luxury resorts | golf resorts/country clubs | retirement centers | assisted living facilities | healthcare facilities | pharmaceutical facilities | laboratories | dental clinics | health/specialty clinics | emergency care clinics | veterinary clinics | emergency care stations | fire stations | police facilities | penitentiary/detention facilities | municipality facilities | recycling facilities | transportation repair facilities | civic centers | mass transit centers | airport terminals | restaurants | spiritual centers | libraries | museums | theaters | aquatic centers | technology centers | childcare centers | k-12 schools | higher education complexes | gymnasiums | cafeterias/food courts | retail stores | banking facilities | grocery stores | shopping centers | automobile dealerships | gas stations | recreation complexes | casinos | multi-use facilities | sports/entertainment venues | amusement resorts | warehouse facilities | logistics facilities | manufacturing facilities | agricultural facilities | tenant improvements | tenant fit-outs | franchises