Finance Consultants and Accounting Consultants
Discover excellence with ROARK's Star Consultants and Star Professionals in finance and accounting. Connect with us today!
Consultants
Finance and accounting consultants are professionals who provide expert advice and services to businesses, organizations, or individuals in matters related to financial management and accounting. These consultants typically have specialized knowledge and expertise in areas such as financial analysis, budgeting, taxation, auditing, risk management, and financial reporting.
Ready to meet our team of experienced consultants? Scroll down to see our lineup of finance and accounting experts!
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Consultants
Executive Consultant CFO / VP Finance / Controller
5203
CPA, MBA, CMA with expertise in finance, manufacturing inventory analysis, and strategic planning. Improved gross margins by 10% over six years, maintaining clean audits and securing competitive borrowing rates.
Expertise
- CPA, MBA and CMA
- Highly regarded finance executive with the ability to lead and excel in a professional environment
- Expertise in manufacturing inventory cost analysis, valuation & control
- Strengths include financial management, reporting, strategic planning and analysis, and presentation of consolidated GAAP profits and cash
- Experienced working with companies ranging from 20M-200M
- Increased gross margins 10% of six years improving bottom line of 1M annually
- Clean audits by CPA firm
- Obtainined competitive borrowing rate in new bank financing
Industries Served
Manufacturing, Aerospace, Hi-tech, Medical Device
Controller
4343
Dynamic, Perceptive, Licensed CPA with Extensive Finance and Accounting Experience Across Several Industries
Expertise
- Experienced With Sec Filings. (10-K, 10-Q & S-1)
- Technical Fasb And IFRS Implementation
- Financial Planning And Analysis
- Audit Management
- Implementation of ASC 606
- IPO & M&A
- Human Resources
- Financial Reporting
Industries Served
Manufacturing, Printing, Publishing, Healthcare, Pharmaceutical, Biotechnology, Solar, Software
Management Consultant - Financial Planning & Analysis
38332
Led FP&A, established budgeting, forecasting, and analysis processes, developed financial models, and continuously improved processes. Managed budgets, implemented best practices, and prepared executive and board presentation decks.
Expertise
- Lead FP&A function
- Establish budgeting, forecasting, and analyses processes
- Develop robust financial models and reporting
- Monitor and analyze financial performance and Key Performance Indicators (KPIs)
- Prepare and maintain detailed weekly cash flow models
- Produce accurate and timely financial reports for management and stakeholders
- Continuously improve financial planning and analysis processes
- Implement best practices and automation to enhance efficiency and accuracy
- Manage capital and operating budgets
- Prepare Executive meeting and board presentation decks
Industries Served
Telecom, Education, Software Development, Engineering, Consumer Products/ Media
Executive Consultant - CFO / VP Finance / Controller (CPA)
22608
Experienced finance professional specializing in solutions for Finance, Operations, and IT. Recognized for expertise in accounting, auditing, financial reporting, budgeting, project management, and process improvement, including ASC 606 Revenue Recognition implementation.
Expertise
- Experienced finance professional focused on delivering business solutions to Finance, Operations and IT organizations
- Recognized for expertise in accounting, auditing, financial reporting and budgeting
- Skilled in project management assignments, process improvement and organizational strategies
- Assisted with the implementation of ASC 606 Revenue Recognition
- Experience with: Financial Close Process & Reporting, Financial Planning & Analysis, Accounting Operations & Leadership, Operational Strategies & Improvement, Process Review & Improvement
Industries Served
Entertainment, Public Accounting
Controller with CPA and Big 4 Experience - Management Consultant
35904Oversaw Accounting, improved processes with BrightPearl retail system, led a first-year PwC audit, managed VAT & GST taxes for multiple countries, conducted a finance statement rollback, and oversaw various tax filings.
Expertise
- Oversight of the Accounting department
- Improve & develop processes in implementing retail operating system (BrightPearl) to connect with SPS Commerce & Quickbooks
- Spearheaded a first-year balance sheet audit with PwC within months of joining the company and recorded audit adjustments
- Oversee the preparation of quarterly VAT & GST taxes related to Canada, UK, Netherlands, Belgium, & Australia with a third-party
- Prepared a finance statement rollback from the audited year-end financials to the date of partial sale to a European company
- Filed 1099s & 3921, sales tax, property taxes & oversee outsource tax function in preparation of Form 1120 & CA State Form 100
Industries Served
Manufacturing, Tech, Aerospace
Financial Controller
37529
Financial and cost accounting expert with director-level experience in finance and accounting, specializing in SAP implementation. Transitioning from financial management to portfolio, program, and project management.
Expertise
- Financial and cost accounting expertise
- Six Sigma expert
- Championing change management and driving revenue-performing, cost-cutting initiatives
- Extensive background in financial management transitioning to portfolio, program, and project management
- Experience in managing virtual teams worldwide
- Director-level finance and accounting management experience
- Subject Matter Expertise in SAP implementation
Industries Served
Manufacturing, Construction
Accounting and Systems
38658
Over 20 Years of Technical and Functional Management Experience in the Areas of Operations, Accounting, Manufacturing, Systems and Software
Expertise
- Extensive experience in the development of business systems infrastructure, process re-engineering, and Enterprise Resource Planning
- Led over 10 ERP implementations
- Completely Restructured Chart of Accounts
- Trained on Business Processes
- Implemented Changes to increase efficiency
- Developed Balance Sheets Income Statements
- Developed Purchasing Reports, Payables, Receivables
- Brought inventory accuracy up to 95% plus
- Doubled the capacity to process customer orders
- Implemented CRM and Order Processing software and systems at 40 client sites
Industries Served
Manufacturing, Wholesale, Warehousing, Logistics, Supply Chain Management, Construction
Controller
18383
Seasoned Accounting and Finance Executive skilled in audits, IFRS, forecasting, budgets, strategic planning, cash management, statement reporting, LBO preparation, cost control, company sale preparation, banking relationships, system implementations, and lean accounting.
Expertise
- Annual Audits
- IFRS
- Forecasting / Budgets
- Strategic Planning
- Cash Management
- Statement Reporting/Analysis
- Accounting/Finance Infrastructure Set-Up
- LBO Preparation And Mananagement
- Cost Control
- Company Sale Prep
- Banking Relationships
- System Implementations
- Management Reports And Measurements
- Dashboards
- Lean Accounting
Industries Served
Manufacturing, Distribution, Service
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