CPA with 30 years of experience including Big 4 audit and CFO roles with mid-sized, rapidly-scaling companies.
Leads GAAP accounting, finance, operations, legal, healthcare and real estate transactions with company values of between $5 million and multi-billion (Fortune 1000) companies.
Proven track record growing companies from the start-up phase to 1,000+ employees through a combination of organic and acquisition growth.
Experience managing dozens of debt/PE/hedge fund and IPO capital raises totaling in excess of $2 billion.
Chief Financial Officer — #2
CPA and MBA with 25 years of experience including Big 4 audit and Controller and CFO roles with start-up and mid-sized, high growth companies.
Extensive finance, accounting, operational, and marketing experience.
Establishes customized departmental dashboards with real-time reporting, utilizing business intelligence analysis, and interdepartmental transparency.
Presents actionable insights for C-suite, BOD, and individual departments based on KPIs.
Designs and implements the strategic integration of cloud-based business solutions that eliminate redundancy and manual processes across all departments.
Chief Financial Officer — #3
Master’s degree with 25 years of experience including Big 4 audit and tax, finance, and strategy with global publicly-traded companies.
Senior global finance leader with a strong record of strategic partnership across a broad range of business and operational disciplines, with experience in growth and transformational environments.
Expertise includes strategic planning, M&A due diligence and integration, FP&A, global tax management, investor relations, treasury management, SEC reporting, IFRS, and internal controls and SOX remediation.
Strategy Vice President — #4
MBA and US military veteran with 30 years of experience including Big 4 audit and finance and strategy with global companies.
Proven ability to successfully direct operations, lead organizations, and develop business strategy.
Highly successful in creating vision, building successful organizations, identifying business development opportunities with cross functional teams, and implementing organizational change and strategy.
Identifies and implements business initiatives to improve profitability, grow sales, and improve business and operational performance.
Finance Director — #5
MBA and Master’s degree with 15 years of finance, strategy, and M&A experience with global companies.
Expertise includes budgeting, forecasting, capital planning, financial modeling KPIs, SG&A analysis, long-range planning, and sales compensation.
Coordinates with the accounting team on monthly close and reporting processes by collecting, interpreting, and reporting key financial data and business drivers, including conducting detailed monthly revenue and expense variance analyses.
Finance Director — #6
Master’s degree with 15 years of finance, accounting, and treasury experience with global companies.
Expertise includes leading multi-location teams, financial reporting, US GAAP, FP&A, project management, and operations support.
Accomplishments include increasing efficiency by 35% by organizing and implementing a new treasury area with new controls and payment authorization processes.
Transaction Advisory Services Director — #7
CPA and MBA with 12 years Big 4 Transaction Advisory and Valuation Services experience.
Leads engagements for 30+ clients with global footprints requiring complex business models for technology, energy, life sciences, financial services, media, manufacturing, and industrial products.
Serves as a firm-wide Subject Matter Expert for M&A.
Expertise includes transactions strategy and execution, carve-outs, integrations, due diligence, value creation assessments, implementing organizational design, and financial systems.
Finance Senior Manager — #8
CPA and Master’s degree with 10 years of professional experience including Big 4 audit and FP&A with a Fortune 500 company.
Provides and presents weekly executive level reporting to leadership across multiple departments.
Drives gross margin expansion by providing operations and the executive team with target cost analytics.
Performs initial and ongoing due diligence for potential acquisitions and investments.
Significant supervisory and leadership experience.
Finance Manager — #9
CPA, MAcc, and Certified Anaplan Model Builder with 8 years of experience including Big 4 audit and FP&A with a global company.
Develops monthly company-wide operating expense reporting, including variance and trend analysis.
Automates reporting capabilities.
Prepares company-wide allocated expense reporting packages, organizes and leads review meetings with each revenue and non-revenue divisional CFO team.
Creates and manages the annual budget and quarterly reforecasts, including cost savings initiatives, investment opportunities, and headcount strategy.
Strategy Manager — #10
Certified Project Management Professional with 15 years of strategy consulting experience.
Experience assessing complex business problems and implementing actionable initiatives that drive results.
Highly skilled at understanding both macro and micro environmental factors and connecting the dots between people, processes and technology.
Proven track record of directing teams through organizational change.
Experience in corporate and functional roles, spanning a wide range of disciplines including strategy, operations, program management and consulting across multiple industry verticals.
Finance Manager — #11
MBA with 20+ years of FP&A, strategy, and operations support experience.
Consolidates and analyzes financial statements and operating results. Develops long-range financial plans and KPIs.
Proficient in financial analysis, creative problem solving, competitive intelligence, project management, strategic development, and implementation.
Accomplishments include generating $2+ million in annual savings via the creation of financial models to more effectively forecast and manage the P&L.
Systems/Software used include: Access, Cognos, Oracle, Tableau, SAP, Power BI, and Hyperion.
Finance Senior — #12
Bachelor’s degree in Engineering and 15 years of financial analysis and pricing experience with a national consulting firm and a global company.
Expertise includes financial analysis, data analysis, business analysis, pricing, and contract compliance.
Develops financial plans for price increases, manages and processes annual price increases for over 1000 clients, prepares client notifications, updates pricing in Oracle, reports price increase results, and interprets results as they relate to corporate objectives and long-term planning.
Systems experience includes Hyperion, JD Edwards, Lightbridge, Microsoft Project, Oracle, PeopleSoft, Business Objects, SAP Crystal Reports, and Tableau.
Finance Senior — #13
CMA with 10 years of FP&A experience.
Strong data analytics background including 4+ years of SQL and an “Analyzing Data with SQL Server Reporting Services” certification.
Expertise in manipulating Excel spreadsheets to track and analyze extensive amounts of numerical data (V-Lookups, H-Lookups, PivotTables, Macros, Sum-ifs, Advanced Formulas).
Creates interactive models to track the billable activity, KPIs, and management reports for the executive team to accurately operate the business.
Financial Analyst — #14
7+ years of experience with companies ranging in size from start-ups to Fortune 100 including:
Financial and operational modeling experience.
Building complex historical and annual forecast models.
Valuation and commercial negotiations, strategic financial and business planning.
Budget variance analysis.
Financial Analyst — #15
Dual Bachelor’s in Accounting and Finance and 10+ years of experience with mid-sized companies.
Performs quarterly and annual P&L analysis, cost volume profit analysis, trend analysis, and regression analysis.
Performs financial statement analysis for 400 locations, including forecasting revenues and expenses.
