Robert Miller, Finance Expert in Boca Raton, FL, United States
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Robert Miller

Verified Expert  in Finance

Finance Expert

Boca Raton, FL, United States
Toptal Member Since
January 10, 2017

Bob has founded two successful VC-backed startups, including one that was named to the INC 500. He has extensive experience in eCommerce, SaaS, financial modeling, and planning for explosive growth. Bob also works with a number of CEOs as a strategy adviser. As a freelancer, he enjoys working with creative people to help scale their operations, analyze and capitalize on opportunities, and assist in fundraising.

Career Highlights

Zero Gravity Venture Technologies
EduTech/Beacon, an INC 500 company
Senior Auditor
Price Waterhouse Coopers

Education Highlights

Bachelor of Science/CPA
Florida State University

Certification Highlights

Case Studies

Work Experience


2012 - 2017
Zero Gravity Venture Technologies
  • Developed financial models for internal projections and fundraising efforts.
  • Determined the viability of startups.
  • Developed and/or reviewed pitch decks and projections for external fundraising efforts.
  • Analyzed pricing strategies including international pricing.
  • Built financial models for internal projections and external fundraising efforts.
  • Developed digital strategies for eCommerce companies.
  • Raised capital from seed investors to develop proof of concept and begin marketing of product.
  • Co-founded a firm with a proprietary digital marketing delivery platform. Took it from concept to market acceptance.
  • Co-founded a specialized eCommerce company that focused on selling through all major marketplaces (Amazon, Jet, Sears, Walmart, Rakuten, and eBay).
Focus areas: Fundraising, Financial Planning & Analysis (FP&A), Price Analysis, Digital, eCommerce, Financial Benchmarking, Financial Modeling, Mergers & Acquisitions (M&A)


2002 - 2011
Medical Finance Associates
  • Acquired a durable medical equipment supplier.
  • Founded a national pharmacy with licensing in 46 states.
  • Developed pricing strategies.
  • Coordinated with investment bankers regarding the sale of the company.
  • Worked with counsel to develop responses to regulatory agencies.
  • Built financial models for internal projections and external fundraising efforts.
  • Created documentation to support the sale of the company.
Focus areas: Price Analysis, Revenue & Expense Projections, Profitability Analysis, Fundraising, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A)


1996 - 2003
EduTech/Beacon, an INC 500 company
  • Acted as the sole founder of a company that provided software specific certification programs for major universities including Duke, Emory, Vanderbilt, and Notre Dame.
  • Built financial models and internal projections to guide growth and aid in fundraising efforts.
  • Developed a $1,000,000 line of credit with local and regional banks.
  • Worked with large VC firms to raise $6,000,000 in capital for the company.
  • Developed relations with investment bankers and led the company to a favorable exit.
Focus areas: Partnerships, Private Credit, Price Analysis, Fundraising, Venture Funding, Financial Benchmarking, Financial Reporting, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)


1991 - 1995
Life Savings Bank
  • Grew the bank asset base tenfold; increased the branch network from 2 to 12 branches.
  • Acquired a competing bank using investment bankers.
  • Acquired capital from existing and new shareholders.
  • Developed new sources of business including a brokerage firm.
  • Managed the creation of a financial model for internal projections.
  • Acted as a member of the board of directors.
  • Led board meetings and made the majority of presentations.
Focus areas: Real Estate, Strategy, Financial Modeling, Mergers & Acquisitions (M&A)

Senior Vice President-Chief Financial Officer

1987 - 1991
Citizens Bank
  • Managed a $200M portfolio of assets.
  • Provided a strategic plan for a $1B bank.
  • Delivered monthly results to the board of directors.
  • Oversaw the budgeting, accounting, and IT Department.
  • Revised investment objectives to increase the yield while maintaining liquidity.
Focus areas: Business Planning, Budgeting, Strategic Planning, Portfolio Analysis, Financial Planning & Analysis (FP&A)

Senior Auditor

1984 - 1987
Price Waterhouse Coopers
  • Earned CPA designation (no longer active).
  • Created Management Reports that highlighted operational weaknesses within audited Company.
  • Managed audit staff during all field work.
  • Created and reviewed Financial reports, including reporting to SEC.
  • Helped create a banking specialization in office.
Focus areas: SEC Financial Reporting, Financial Modeling, Financial Planning & Analysis (FP&A), Audits
2016 - 2016

Certified Marketing in Inbound Marketing

Hootsuite University - Online

2016 - 2016

Google AdWords Certification in Digital Marketing

Google Academy - Online

1980 - 1984

Bachelor of Science/CPA in Accounting

Florida State University - Tallahassee, FL, USA


Certified Public Accountant (CPA)