Jim Robertson Instructor Information

Technology Finance

MATRIX Resources

  • Member since 2010

Mr. Robertson has 15+ years creating and improving financial and strategic planning teams and their business contributions in high growth environments. He is Director of Financial Planning and Analysis for Emeritus Senior Living, the largest provider of assisted living in the US with over 500 communities and revenues approaching $2B. Prior to this, he was Vice President, Financial Planning and Analysis and a corporate officer for Integrated Electrical Services.

Earlier, he held senior positions in finance with VeriSign for seven years. VeriSign provides mission critical internet and telecommunications services to business and consumer customers. During his tenure, quarterly revenues increased almost tenfold from $50MM to $400MM. In his last position he led the global FP&A and Performance Management teams. Mr. Robertson also held senior finance positions with companies in the telecommunications, medical devices, and aerospace industries. In addition, he was a consultant with Braxton Associates, the strategy consulting arm of Deloitte, for three years.

Mr. Robertson is frequently invited to speak and write on best practices in financial planning and analytics, and served on planning committee for the Association of Finance Professionals (AFP) 2012 annual conference. In additional, he taught entrepreneurship at the Robert H. Smith School of Business at University of Maryland, College Park for two years. In addition, he has been a Certified Treasury Professional (CTP) since 2004.

He holds an MSc. in Business and Management Research from the University of Reading, Henley School of Business. He earned his MBA from the University of Pennsylvania, The Wharton School. His undergraduate degree is a B.A. in History and Political Science from the University of California, Los Angeles.



Director, FP&A : Emeritus Senior Living - []

Vice President, FP&A : Integrated Electrical Services - []

Director, FP&A : VeriSign - []

Director, Investment Management : VeriSign - []

Director, Corporate Capital : VeriSign - []

Divisional CFO, Registry Services : VeriSign - []

Sr. Manager, Finance - Government Market : MCI - []

Director, FP&A : Network Solutions - []

CFO : MedCom Electronics - []

Sr. Associate - Strategy : Deloitte/Braxton Associates - []



BA, History and Political Science : University of California-Los Angeles

MBA, Strategic Management : The Wharton School, University of Pennsylvania

MSc., Business and Management Research : Henley Management College - University of Reading UK