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Rob Milrod

CPA/MBA, Director
(646) 650-2028 x722

rmilrod@cfoconsultingpartners.com

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Rob Milrod supports the firm’s Banking and Financial Institutions practice.  He is a senior finance leader with over 25 years of experience including audit experience at a big four public accounting firm, senior global roles at Citigroup in finance, investor relations and sales, and consulting work with smaller companies and startups.

At Citigroup Rob served as segment CFO and head of planning and analysis for global consumer banking (cards, banking, investments, insurance), U.S. retail banking, global operations and technology, and shared services. In these roles he redesigned and improved planning and analysis systems and processes, developed product profitability models, optimized the financial reporting process, created alternative strategic options leading to the restructuring of operations, and worked with technology leaders, to implement new cloud-based platforms and achieve expense reduction targets.  Rob also worked as a relationship manager in investor relations where he managed relationships with buy side investors, sell side analysts and ratings agencies, and as national sales director for retail banking where he developed coaching, training, and sales process playbooks and redesigned incentive compensation.

More recently Rob has provided hands on fractional CFO support to build financial infrastructure and operating discipline at e-commerce, Fintech, not for profit, and PE portfolio companies.

Rob earned a B.S. in Accounting and Business Administration from the University at Albany (SUNY) and an MBA from the Columbia University Graduate School of Business, both with honors, and is a New York State licensed CPA.

Partners

David P. DeMuth
Allan Tepper
Eric Segal

Directors

Tom Aiken
Jeffrey Appleman
Steven Crowley
Andrew Crescenzo
Gary Cardamone
John Gross
Larry Davis
Tim Jung
John R. Kovacs
Paul Karr
Marc Maslow
James J. McKay
Rob Milrod
Chip Steppacher
Joseph VonEhr
Jeffrey Yager
Chris O’Brien
Frank Waung
John Rogers
Mario A. Tamasi

News, Events & Resources

  • Annual Audit: 5 Ways to Save Time, Money

    (This article was originally published on Exit Planning Exchange.) By …Read More »
  • Audit Stress? 7 Ways to Find Relief

    We used to sit in that chair. Our team, which …Read More »
  • Where Did My Cash Go?

    By: Allan Tepper Ever ask yourself, “Where did my cash …Read More »
  • What Does an Outsourced CFO Firm Do?

    By: Allan Tepper Before we dive into this topic, let’s …Read More »
  • How can a CFO squeeze more time out of the day?

    By Allan Tepper, Co-founder and Senior Managing Partner, CFO Consulting …Read More »
  • Keep Your CFO Job – Ten Keys to Success (Revisited)

    Earlier this summer we had a great deal of interest …Read More »
  • Ten Keys to CFO Success

    By Allan Tepper, Co-founder and Senior Managing Partner, CFO Consulting …Read More »
  • The Experts’ Guide to Cost Reduction & Capital Recovery for your Business

    The Talk Show Factory News Network Cordially invites you to …Read More »
  • Financial Services and Insurance Group Overview

    Click HERE for a download of the Financial Services and Insurance …Read More »
  • Crisis Leadership – What To Do Now?

    At CFO Consulting we serve the needs of Boards of …Read More »
  • Strengthen Your Financial Position With Our Turnaround Service

    We are proud to introduce our Turnaround and Restructuring practice …Read More »
  • NYBB Group Webinar – Exit Planning Primer

    We are pleased to share that Director, Jeff Appleman, participated …Read More »
  • Turnaround and Restructuring Services

    Turnaround and Restructuring Services Managing your business during and after …Read More »
  • Middle Market Mergers and Acquisitions

    Jeff Appleman of CFO Consulting Partners joins the New York …Read More »
  • Allan Tepper Speaks on M&A: Update Post Covid 19 with Kathy Boyle of Chapin Hill Advisors

    Chapin Hill Advisors’ panel of experts shares insights on what …Read More »
  • Nine Things to Consider in This Financial Crisis

    CFO Consulting Partners, a financial management consulting firm, is closely …Read More »
  • CFO Consulting Partners Reaches Its 14-Year Milestone

    In 2006, David DeMuth and Allan Tepper formed CFO Consulting Partners. …Read More »
  • Newsletter – June 2018

    Eight Red Flags that your Board Financial Package is Failing …Read More »
  • Newsletter – May 2018

    Is Your Finance Department a Cost or Profit Center? Allan …Read More »
  • Listen to Allan Tepper’s webinar on Understanding Financials is a Boardroom Essential

    Learn about financials from Allan Tepper’s webinar to Women in …Read More »
  • CFO Consulting Partners was a proud sponsor of the 2016 golf outing of the Boys & Girls Club of Garfield

    CFO Consulting Partners was a proud sponsor of the 2016 …Read More »
  • Allan Tepper appointed to the Board of Directors of the Boys & Girls Club of Garfield, NJ

    Read More »
  • Allan Tepper named a judge for the 11th Annual M&A Advisor Awards

    Allan Tepper, Senior Managing Director of CFO Consulting Partners, was …Read More »
  • Financial professionals in short supply

    by John Callegari With the acquisition of Germany’s Deutsche Card …Read More »
  • Speaker: FEI Career Management Section

    “Panel: Exploring Entrepreneurship as an Option: Maybe not for me….or …Read More »
  • Allan Tepper named Chairman of the Banking Committee of the NYSSCPAs for the 2010/2012 years

    Read More »
  • Economic echoes of 2008

    Banks teetering. Deals unraveling. New York business holds its breath, …Read More »
  • Should the CFO Be at the Table When the CEO Is Meeting with His Executives?

    By Allan Tepper, Senior Managing Director, CFO Consulting Partners LLC Should the …Read More »
  • Keep Your CFO Job Ten Keys to Success

    By Allan Tepper, Co-founder and Senior Managing Partner, CFO Consulting …Read More »
  • CFO Consulting Partners in the News

    First National Bank of Chester County (West Chester, PA): Eric …Read More »
  • Dodd-Frank Wall Street Reform and Consumer Protection Act

    As most of our readers know, The Dodd-Frank Wall Street …Read More »
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