Robert Holmes

Background

About Robert Holmes

With over 25 years of progressive Fintech experience, I am a Principal Technical Program Manager at Carta, a leading platform for equity management and valuation. I have an MBA in Finance from Arizona State University, and multiple FAA Pilot Certificates and Licenses. At Carta, I manage a portfolio of projects involving order-to-cash, Zuora CPQ, Salesforce integration, and Conga contract life cycle management. I leverage my skills in ERP selection, implementation, and integration, revenue recognition, finance and accounting, SaaS, vendor and contract management, and project management to deliver solutions that meet business requirements, enhance customer satisfaction, and improve operational efficiency. Previously, I led ERP implementations and upgrades for various clients in media, advertising, pharmaceutical, and software industries, using platforms such as NetSuite, MS Dynamics, Workday, Oracle, and RevPro. I also have extensive experience in FP & A, M&A, change management, and niche software integrations. I have worked with pre-IPO and large public companies with global customers and stakeholders. My mission is to drive business transformation and innovation through technology and finance. I have a positive attitude, a collaborative approach, and a problem-solving mindset. I communicate effectively with executive and team-level audiences, and I adapt to changing priorities and challenges. I am passionate about learning new skills and exploring new opportunities.