CFO Roark Stars
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CFOs
The CFO is responsible for possessing strong analytical, strategic planning, and communication skills. They collaborate closely with the CEO, board members, and senior managers. A minimum of 10 years of experience in finance or accounting, with at least five years in a management role, is typically required. Larger firms often demand more experience. Many companies prefer candidates with an MBA or professional accreditation like CPA or CMA. Knowledge of US accounting principles and SEC reporting is necessary for public companies. Previous experience in public accounting is highly valued. Candidates for CFO should have progressively responsible positions within an accounting department, such as director of finance or controller.
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CFOs
Results Oriented CFO with MBA
35304
Strategic Accounting and Finance Executive managing diverse departments, specializing in reorganization, credit negotiations, asset structuring, and successful mergers. Proficient in system implementations, financial controls, business planning, budgeting, and annual audits. Fluent in English, Cantonese, and Mandarin.
Expertise
- In charge of Finance, Accounting, Legal, IT, HR, Payroll and Administration departments
- Re-Organize Accounting department
- Negotiate with banks for credit lines
- Structure asset and debt levels
- Mergers & Acqusitions
- System Implementations including redesign of IT infrastructure, merging two warehouse management systems
- Built financial controls
- Prepare business plans, budgets and oversee cash flow
- Direct annual audits including, tax, insurance, property tax and 401K
- Fluent in English, Cantonese and Mandarin
Industries Served
Supply Chain / Logistics, Consumer Products
Experienced CFO (Former Big 4 CPA) with strong leadership and operational success
37114
Experienced CFO, Big 4 CPA, led fastest-growing office with 154% revenue growth, expertise in financial reporting, forecasting, and strategic planning across diverse industries.
Expertise
- CPA, MBA
- Financial leader for fastest growing office in the country from 2018-2023, with revenue growth of 154%
- Office achieved 100% growth over 5 years in total office sales and 300% in new advisor sales, opening 2 new offices and expanding market impact
- Established quarterly forecast process and led initiative to improve forecast accuracy
- Created cycle count procedures to improve inventory accuracy and drive on-time delivery
- Constructed internal controls and adherence to GAAP for financial statement reporting
- Demonstrated ability to translate financial insights into actionable business strategy.
- Experienced with Financial Reporting, Financial Modeling, GAAP, Forecasting/Budgeting, Process Improvement, Cost Accounting, Strategic Planning, Investment Analysis and Project Management
Industries Served
Financial Services, Import/Distribution, Manufacturing, Public Accounting
CFO with Private and Public Industry Experience
5203
Experienced CFO (Big 4 CPA, MBA) specializing in ERP implementation, tax savings, acquisitions, and SEC reporting. Expert in ASC606 and ASC842. Improved cash flow, maximized retention credits by $2M.
Expertise
- Big 4 CPA, MBA
- Strong Accounting, Finance and Tax background
- Implemented NetSuite ERP to provide operational visibility to multiple co-packer/warehouse locations
- Initiated and managed numerous tax savings programs
- Financed and integrated five acquisitions including tax planning, negotiation support and diligence
- Experience with ASC606 and ASC842
- Led SEC reporting activities post-IPO
- Primary responsibility for implementation of new accounting standards
- Increased cash flow by resolving EDI issues with customers
- Maximized employee retention credits, increasing claims by $2M over expectations
Industries Served
Manufacturing (Food & Bev, Semiconductor, Medical Device), Big 4
Growth CFO (former Big 4 CPA) with proven success leading financial operations - Orange County
29251
Growth CFO (former Big 4 CPA) in Orange County, drove 35% DTC profit increase, achieved 60% global growth, and raised $35.0m in working capital. Streamlined operations for 30% cost savings and improved cash flow by 18%.
Expertise
- Drove 35% growth in direct-to-consumer brand business through strategic financial and market initiatives.
- Engineered financial KPI’s & dashboards for brand, product, and direct-to-consumer metrics yielding 23% increased profitability.
- Designed procedures in direct-to-consumer product distribution and cost efficiencies leading to cost savings of 12%.
- Drove 60% global growth with European subsidiary acquisitions in the United Kingdom, Switzerland, Spain, and Germany.
- Enhanced global ecommerce supply chain management & global ecommerce inventory management increasing cash flow 18%.
- Raised $35.0m of working capital through debt financing, utilizing strategic negotiations and cultivated financing relationships.
- Accelerated bottom line 10%-20% through financial leadership in wholesale distribution, direct-to-consumer & retail operations.
- Slashed annual inventory levels by $3.0m by implementing forecasting methodologies and establishing appropriate goals.
- Expanded company profits through identification of cost efficiencies and restructuring of programs yielding 30% cost savings.
Industries Served
Direct-to-consumer, Wholesale, Retail, E-Commerce
Experienced Manufacturing CFO with CPA, MBA
37228
Experienced Manufacturing CFO with CPA, MBA, and 15+ years of leadership. Improved profitability, led financial structure for a $20M startup, managed a $40M acquisition, and reduced aged inventory. Expert in cost build-up for a $675M contract and PE-owned companies.
Expertise
- Innovative and results-focused leader with 15+ years of proven experience in executing financial strategy, managing all aspects of accounting, auditing, budgeting, and financial reporting
- Improved year-over-year profitability by $2M by carving out poor performing products and coordinating an exit strategy
- Carved out a standalone financial structure for a $20M new start-up business, including preparation of financial statements, coordinating customer and supplier direct relationships, deploying policies and procedures, and establishing a financial reporting structure
- Led the accounting, finance, IT and HR integration activities for an acquisition of a $40M business
- Implemented working capital initiatives for A/R, A/P, and inventory that resulted in a $3.2M reduction of on-hand aged inventory in the first twelve months
- Led the cost build-up and pricing scenarios for a $675M multi-year contract
- Experience with PE owned companies
Industries Served
Manufacturing
Forward-looking CFO with years of Experience in multimillion-dollar corporations
37126
Forward-looking executive with 25+ years ensuring robust financial operations, developing plans, enhancing efficiencies, and forging alliances for multimillion-dollar corporations, up to $500M.
Expertise
- Forward-looking executive with 25+ years of success in ensuring robust financial operations for multimillion-dollar corporations.
- Develop financial plans and establish strategic direction to achieve sustainability and support operating needs.
- Evaluate existing processes to identify areas for improvement; revamp ineffective procedures/controls to enhance efficiencies, cut costs, and mitigate risk.
- Forge alliances and partner with C-level decision makers, stakeholders, and clients to achieve company targets, increase profits, and enable growth.
- Experience with company size up to 500M
Industries Served
Defense, Trade
Experienced Financial Executive with a Proven Track Record in Global Manufacturing & Distribution
15634
Experienced Financial Executive (MBA, CMA) with a proven track record in global manufacturing and distribution. Oversaw financial operations, implemented cash flow projections, improved pricing strategies, and formulated future company direction.
Expertise
- MBA, CMA
- Developed financial and tax strategies, managed capital requests, and budgeting processes.
- Effectively oversaw the financial operations of subsidiary companies and foreign operations.
- Developed reliable cash flow projection processes and reporting mechanisms.
- Evaluated the business model, value chain, and implemented strategies for profitable segments.
- Implemented improved pricing strategies and streamlined promotion processes.
- Formulated the future direction and tactical initiatives for the company.
Industries Served
Manufacturing, Distribution
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