Key Accomplishment: Providing financial leadership to bring the company from financial distress to profitability through cash management, implementation of controls, cost and revenue planning, and analyses.
Education and Credentials: MBA with 30 years of experience in accounting and finance with both global corporations and mid-sized private equity backed companies. … read more
Key Accomplishment: Managing operational and financial KPIs to achieve a $3+ billion annual plan.
Education and Credentials: Top 25 MBA with 25 years of finance, operations, and strategy experience with both rapidly-scaling mid-sized and global companies. … read more
Finance Vice President — FIN#3
Also available for interim consulting roles.
Key Accomplishment: Overseeing the implementation of a massive organizational solution for a commercial real estate asset management company that involved redesign of key processes, technology, and operational infrastructure.
Education and Credentials: CPA with 25 years of experience including Big 4 audit and finance, strategy, corporate/business development and operations support with both mid-sized and global companies. … read more
Finance and Treasury Vice President — FIN#4
Also available for interim consulting roles.
Key Accomplishment: Leading an 18-month post-merger integration of a company with automated, streamlined treasury and finance functions and an entity lacking structure, uniform processes, or automation.
Education and Credentials: CPA and CTP with 25 years of experience including Big 4 audit and accounting, finance, tax, treasury, and operations support with a rapidly-scaling international company. … read more
Finance Director — FIN#5
Also available for interim consulting roles.
Key Accomplishment: Assisting with purchase accounting for acquisition transactions in excess of $250+ million and leading a team that successfully migrated a legacy financial accounting system to a new ERP software.
Education and Credentials: CPA with 25 years of experience including national firm external audit and accounting, audit, finance, treasury, and operations support with a mid-sized PE-backed company. … read more
Finance Director — FIN#6
Also available for interim consulting and contract roles.
Key Accomplishment: Leveraging data and insights to develop comprehensive scenario planning models and to analyze the changes in the operating environment and potential impact on long-term strategic objectives.
Education and Credentials: 20 years of experience including Big 4 audit and finance and strategy with both a Fortune 500 company and a privately-held mid-sized corporation. … read more
Fortune 500 Treasury Director — FIN#7
Key Accomplishment: Identifying and executing enhancements to the cash flow forecasting process to deliver improved accuracy and timeliness as necessitated by the impact of COVID-19 on the company’s financial position.
Education and Credentials: CTP and Top 25 MBA with 18 years of finance, strategy, and treasury experience with Fortune 500 companies. … read more
Finance Director — FIN#8
Key Accomplishment: Influencing and driving business decisions aligned with key metrics based on understanding, analysis, and interpretation of financial and non-financial information.
Education and Credentials: CPA and MAcc with 15 years of experience including Big 4 audit and finance, strategy, and M&A with global companies. … read more
Strategy Director — FIN#9
Key Accomplishment: Spearheading process improvements across the FP&A team, including developing a model which automated and eliminated multiple days of work for two individuals each month.
Education and Credentials: 10 years of experience with a Big 4 consulting firm and global company. … read more
Big 4 Transaction Advisory Services Director — FIN#10
Key Accomplishment: Implementing the organizational design, services agreements, and synergy tracking for a $25+ billion client, integrating a luxury brand across 25+ functions.
Education and Credentials: CPA and MBA with 15 years of Big 4 consulting experience. … read more
Treasury Director — FIN#11
Key Accomplishment: Overseeing the corporate hedging program, including partnering with IT and consultants to update the hedging workflow in the ERP system to reduce processing time and improve hedge position reporting. Leading the accounting and treasury integrations for multiple acquisitions.
Education and Credentials: CPA and CTP with 25 years of experience including Big 4 audit and Fortune 500 accounting, finance, and treasury experience. … read more
Finance Director — FIN#12
Key Accomplishment: Leading creation of the Finance function, including developing a forecast model to better assess profitability of new products, creating monthly reporting templates and partnering with cross-functional teams to implement processes to drive efficiencies.
Education and Credentials: Top 25 MBA with 12 years of finance and strategy experience with multi-billion-dollar, global companies. … read more
Finance Senior Manager — FIN#13
Key Accomplishment: Streamlining the planning process by leading process improvement initiatives which reduced manual work, increased accuracy, and saved 25+ hours of work time during each planning period.
Education and Credentials: Summa Cum Laude finance graduate with 14 years of finance and strategy experience with Fortune 500 companies. … read more
Fortune 500 Strategy Senior Manager — FIN#14
Key Accomplishment: Leading the business case development and execution strategy for the shutdown of underperforming, non-strategic business unit, leading to an EBIT increase of almost $1 million.
Education and Credentials: 10 years of experience with a Big 4 consulting firm and Fortune 500 company. … read more
Big 4 Transaction Advisory Services Manager — FIN#15
Key Accomplishment: Leading the multi-functional due diligence efforts related to the acquisition of a $5+ billion client with operations on three continents.
Education and Credentials: CPA and MAcc with 9 years of audit and transaction advisory services experience with a Big 4 firm. … read more
Finance Manager — FIN#16
Key Accomplishment: Automating weekly and monthly reporting. Utilizing advanced Tableau skills to develop complex dashboards to help drive business decisions. Developing queries from scratch in SQL to pull large data sets (1B+ rows).
Education and Credentials: 7+ years of finance experience with global, publicly-traded companies. … read more
Fortune 500 Strategy Manager — FIN#17
Key Accomplishment: Saving over 40,000 labor hours via data science-based automation of operational efficiencies.
Education and Credentials: Top 25 MBA (4.0 GPA) with 6 years of finance, strategy, and data analytics experience with a Fortune 500 company. … read more
Finance Manager — FIN#18
Also available for interim consulting and contract roles.
Key Accomplishment: Leading the financial modeling and due diligence efforts for acquisitions and overseeing integration planning.
Education and Credentials: Magna Cum Laude graduate with 5 years of experience including Big 4 audit and finance, strategy, and M&A with a Fortune 500 company. Fully bilingual in English and Spanish. … read more
Fortune 500 Finance Supervisor — FIN#19
Key Accomplishment: Developing and implementing new processes to provide greater visibility to cash flow changes in response to the increased focus on cash flow due to the COVID-19 crisis.
Education and Credentials: CPA and MAcc with 6 years of experience including Big 4 audit and finance with a Fortune 500 company. … read more
Big 4 Transaction Advisory Services Senior — FIN#20
Key Accomplishment: Preparing quality of earnings, debt and debt-like, and net working capital analyses to present a normalized view of the target company and assisting clients with establishing an appropriate purchase price.
Education and Credentials: CPA and MAcc with 6 years of Big 4 experience in both external audit and transaction advisory services. … read more
Finance Senior — FIN#21
Key Accomplishment: Customizing executive reporting for leaders to align with their individual needs in a dynamic and constantly evolving business.
Education and Credentials: 3.5 years of FP&A experience with a multi-location, global company. … read more
Fortune 500 Finance Senior — FIN#22
Key Accomplishment: Using SAP/Analysis to optimize weekly, monthly, and yearly financial reporting.
Education and Credentials: Summa Cum Laude finance graduate with 3 years of FP&A experience with a Fortune 500 company. … read more
Strategy Senior — FIN#23
Key Accomplishment: Giving multiple presentations to both the firm and individual clients on EV’s, blockchain, crypto, and other emerging trends.
Education and Credentials: CFA with 3 years of finance and strategy experience. … read more
Finance Senior — FIN#24
Key Accomplishment: Revamping and streamlining financial reporting and implementing future pricing strategies by analyzing customer and market segmentation.
Education and Credentials: Dual Bachelor’s in Accounting and Finance and MAcc with 3 years of experience including Big 4 audit and FP&A experience with a publicly-traded company. … read more
Big 4 Transaction Advisory Services Associate — FIN#25
Key Accomplishment: Leveraging technical skills to be selected as one of 3 “Super Users” of the firm’s proprietary financial and data processing tool.
Education and Credentials: CPA and MAcc (4.0 GPA) and 1.5 years of Big 4 audit and TAS experience. … read more
