Consultants

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Executive Consultant 38332

Executive with diverse background in the operational and financial oversight of growing businesses creating value at every level of the enterprise. Extensive experience conducting financial, operational and strategic analysis to develop financial/sales forecasts. Outstanding leadership capabilities, with experience supervising teams of multidisciplinary employees operating across domestic and international locations. Proven background collaborating with executive management in the development of far-reaching business, sales and strategic goals. Expertise managing all financial aspects of GAAP reporting and product development efforts including the strategic introduction of new products to market, design product road maps from infancy to inventory management to planned obsolesces to optimize inventory turns. Well versed in strategic planning and merger and acquisition activities as it relates to both sides of the transaction. Worked with numerous teams, IB and PE firms to perform due diligence and determine values for myriads of businesses includes, high technology, aerospace, construction contractors, and consumer product goods.

 

Key Contributions:

• 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
• Obtained competitive borrowing rate in new bank financing
  
  

Industries Experience:

Manufacturing, Aerospace, Hi-tech, Medical Device

Education/Certifications:

CPA, MBA and CMA

 

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Consultant - Audit/GAAP Compliance 5203 

This professional is a highly accomplished, out-of-the-box forward-thinking problem solver, specializing in healthcare, technology, non-profit, logistics, manufacturing, engineering, and services. A distinguished accountant with an ability to audit, clean-up, catch-up, prep for audits, and assist/manage accounting—extensive experience in accounting and auditing in accordance with US GAAP & IFRS.

Key Contributions:

• Lead auditor for healthcare organization
• Forensic accounting expert 
• 3x ERP System Conversion 
• Experienced working with companies ranging from 10M-500M
• Start-Up Company Accounting Readiness
• GAAP Implementation Expert
• M&A Readiness
  
  

Industries Experience:

Healthcare, Technology, SaaS, Manufacturing, Not-For-Profit 

Education/Certifications:

MBA

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Consultant - Financial Planning and Analysis Manager 7942

Experienced Finance Professional with extensive experience supporting FTSE 100/Fortune 500 as well as small and mid-sized companies as a Senior FP&A Manager, Senior Reporting Manager and Consultant. Particular expertise in managing major forecasting and reporting projects, implementing reporting and forecasting packages, and driving efficient month-end close processes. Energetic, focused, and collaborative with the ability to simplify complex finance topics into executive format and provide strategic guidance to global management teams.

Key Contributions:

• 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
• Obtained competitive borrowing rate in new bank financing
  
  

Industries Experience:

Manufacturing, Food and Bev, Technology, Banking/Finance, Defense Contractors

Education/Certifications:

MBA

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Executive Consultant - CFO / VP Finance / Controller  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.

Key Contributions:

• 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

Education/Certifications:

CPA

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Interim Controller - Executive Consultant 35904

A highly experienced accounting and finance professional with a proven track record of success in various roles, including Director of Accounting, Controller, and Accounting Manager. They have expertise in GAAP compliance, financial reporting, ERP implementation, and team management.

They have worked in diverse industries, including gaming, telecommunications, and energy. Their experience spans from managing audits and financial statements to overseeing operations and implementing new accounting systems. They are proficient in various accounting software and possess strong leadership and analytical skills.

Key Contributions: 

• 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

Education/Certifications:

CPA

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Interim Controller - Executive Consultant 37529

A highly skilled financial and cost accounting expert with extensive director-level experience in both finance and accounting, this professional has honed their expertise in the specialized area of SAP implementation. With a proven track record of success in managing complex financial systems and processes, they are now transitioning from a focus on financial management to a broader role encompassing portfolio, program, and project management.  Their ability to integrate financial acumen with project management skills positions them as a valuable asset in driving efficiency and effectiveness across various business initiatives.

Key Contributions: 

• 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

Education/Certifications:

MBA

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Executive Consultant - Interim Professional 18383

A seasoned Accounting and Finance Executive with expertise in audits, IFRS, forecasting, budgeting, and strategic planning. They excel in cash management, statement reporting, LBO preparation, cost control, and company sale preparation. Skilled in fostering banking relationships and implementing efficient financial systems, they ensure financial stability and growth.

Key Contributions:

• 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

Education/Certifications:

MBA