B2B CFO®
Industry: Company
DescriptionB2B CFO is a business consulting firm headquartered in Mesa, Arizona. The company offers contracted chief financial officer services and business transition services to owners of mid-market and small business companies. Founded: 1987 Type of business: Private Key person: Jerry L. Mills
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B2B CFO® Employees
Employee
Years
Job
Industry
Robert Shishino Robert Shishino's B2B CFO® Experience June 2013 - Present
Job Partner, Certified Business Transition Expert™ at B2B CFO®
Industry Management Consulting
Experience
B2B CFO June 2013 - Present
Giochi Preziosi U.S.A., Inc. 2009 - July 2013
UltraPRO Corp. 2006 - 2009
Celestron, LLC. 2004 - 2006
Plasticolor Molded Products Inc. 2002 - 2004
ExcelCIS Corp. 2000 - 2002
Superior Manufacturing Company, LLC 1998 - 2000
Graphix Zone Inc. 1996 - 1998
Nextel Communications 1994 - 1996
Control Data Systems, Inc. 1989 - 1994
Skills
Forecasting, Consumer Products, Financial Reporting, Budgets, Mergers, Strategic Planning, Financial Analysis, Product Development, Accounting, Start-ups, Strategy, Mergers & Acquisitions, Management, Finance, Managerial Finance, Business Strategy
Education
California State University-Los Angeles 1978 — 1982
MBA
UCLA 1973 — 1978
BS
B2B CFO June 2013 - Present
Giochi Preziosi U.S.A., Inc. 2009 - July 2013
UltraPRO Corp. 2006 - 2009
Celestron, LLC. 2004 - 2006
Plasticolor Molded Products Inc. 2002 - 2004
ExcelCIS Corp. 2000 - 2002
Superior Manufacturing Company, LLC 1998 - 2000
Graphix Zone Inc. 1996 - 1998
Nextel Communications 1994 - 1996
Control Data Systems, Inc. 1989 - 1994
Skills
Forecasting, Consumer Products, Financial Reporting, Budgets, Mergers, Strategic Planning, Financial Analysis, Product Development, Accounting, Start-ups, Strategy, Mergers & Acquisitions, Management, Finance, Managerial Finance, Business Strategy
Education
California State University-Los Angeles 1978 — 1982
MBA
UCLA 1973 — 1978
BS
James Lee Jim Bartlett James Lee Jim Bartlett's B2B CFO® Experience September 2014 - Present
Job Partner at B2B CFO® Certified Business Transition Expert™
Industry Financial Services
Experience
B2B CFO® September 2014 - Present
TAS Environmental 2007 - 2014
Weirs Furniture Village Inc 2004 - 2007
IMB (International Mission Board) 1994 - 1998
Radio & Television Commission 1990 - 1994
Wentzel, Berry, Bartlett, Swope & Deupree CPAs 1987 - 1990
Skills
Financial Reporting, Financial Analysis, Forecasting, Mergers & Acquisitions, Strategic Planning, Finance, Corporate Finance, Internal Controls, Risk Management, Process Improvement, Treasury Management, Accounting, Auditing, Financial Statements, Change Management, Accounting Management, Multi-State Tax..., Organizational..., Internal Audit
Education
Florida International University
M.S., Accounting/Taxation
Alfred University
B.S., Business Administration/Finance
B2B CFO® September 2014 - Present
TAS Environmental 2007 - 2014
Weirs Furniture Village Inc 2004 - 2007
IMB (International Mission Board) 1994 - 1998
Radio & Television Commission 1990 - 1994
Wentzel, Berry, Bartlett, Swope & Deupree CPAs 1987 - 1990
Skills
Financial Reporting, Financial Analysis, Forecasting, Mergers & Acquisitions, Strategic Planning, Finance, Corporate Finance, Internal Controls, Risk Management, Process Improvement, Treasury Management, Accounting, Auditing, Financial Statements, Change Management, Accounting Management, Multi-State Tax..., Organizational..., Internal Audit
Education
Florida International University
M.S., Accounting/Taxation
Alfred University
B.S., Business Administration/Finance
Steve Moya Steve Moya's B2B CFO® Experience January 2014 - Present
Job Partner at B2B CFO® and Certified Business Transition Expert™
Industry Financial Services
Experience
B2B CFO® January 2014 - Present
Lighthouse Worldwide Solutions August 2012 - September 2013
Macro Plastics, Inc. June 2006 - August 2012
Kelmscott Communications LLC February 2002 - June 2006
Prudential California Realty April 1999 - November 2001
Boyd Corp 1994 - 1999
Sealy Mattress Company 1992 - 1994
Sealy Mattress Company 1990 - 1992
Skills
Budget, Strategic Planning, Inventory Management, Internal Controls, Mergers, Financial Reporting, Accounting, Forecasting, Plastics, Financial Analysis, Due Diligence, Manufacturing, Financial Modeling, Lean Manufacturing, Mergers & Acquisitions, Budgets, Operations Management, Cross-functional Team..., Management, Restructuring, Strategy, Risk Management, Business Strategy, Turn Around Management, Finance, Managerial Finance, Process Improvement, Revenue Recognition, Executive Management, Cost Accounting
Education
Golden Gate University 1990 — 1992
Masters of Business Administration, Corporate Finance
University of Nebraska-Lincoln 1976 — 1981
Bachelor of Science (BS), Business Administration
Millard High
Millard High
Millard High
B2B CFO® January 2014 - Present
Lighthouse Worldwide Solutions August 2012 - September 2013
Macro Plastics, Inc. June 2006 - August 2012
Kelmscott Communications LLC February 2002 - June 2006
Prudential California Realty April 1999 - November 2001
Boyd Corp 1994 - 1999
Sealy Mattress Company 1992 - 1994
Sealy Mattress Company 1990 - 1992
Skills
Budget, Strategic Planning, Inventory Management, Internal Controls, Mergers, Financial Reporting, Accounting, Forecasting, Plastics, Financial Analysis, Due Diligence, Manufacturing, Financial Modeling, Lean Manufacturing, Mergers & Acquisitions, Budgets, Operations Management, Cross-functional Team..., Management, Restructuring, Strategy, Risk Management, Business Strategy, Turn Around Management, Finance, Managerial Finance, Process Improvement, Revenue Recognition, Executive Management, Cost Accounting
Education
Golden Gate University 1990 — 1992
Masters of Business Administration, Corporate Finance
University of Nebraska-Lincoln 1976 — 1981
Bachelor of Science (BS), Business Administration
Millard High
Millard High
Millard High
Douglas Harrison Douglas Harrison's B2B CFO® Experience 2015 - Present
Job Partner at B2B CFO
Industry Capital Markets
Experience
B2B CFO 2015 - Present
Pegasus Intellectual Capital Solutions LLC April 2013 - April 2015
L & D Group November 1995 - March 2013
Lyon Workspace Products January 1987 - November 1995
Skills
Forecasting, Business Planning, Executive Management, Finance, Sales Process, Sales, Key Account Management, Business Development, Pricing, Solution Selling, Manufacturing, Mergers & Acquisitions, Team Building, Restructuring, Leadership, Corporate Finance, P&L Management, Competitive Analysis, Team Leadership, Management, Start-ups, Trade Shows, Investment Banking, Direct Sales, Operations Management, Strategic Planning, Sales Management, Channel Partners, Sales Presentations, Cross-functional Team..., Banking, Strategy, Strategic Partnerships, New Business Development, Inventory Management, Selling, Management Consulting, Financial Analysis, Financial Modeling, Turn Around Management, Account Management, Customer Satisfaction, Business Strategy, Due Diligence, Private Equity, Venture Capital, Acquisition Integration, Managemnt
Education
University of Chicago 1987 — 1988
Master of Business Administration (MBA), Master of Business Administration
DePaul University 1977 — 1980
Bachelor of Science, Accounting
B2B CFO 2015 - Present
Pegasus Intellectual Capital Solutions LLC April 2013 - April 2015
L & D Group November 1995 - March 2013
Lyon Workspace Products January 1987 - November 1995
Skills
Forecasting, Business Planning, Executive Management, Finance, Sales Process, Sales, Key Account Management, Business Development, Pricing, Solution Selling, Manufacturing, Mergers & Acquisitions, Team Building, Restructuring, Leadership, Corporate Finance, P&L Management, Competitive Analysis, Team Leadership, Management, Start-ups, Trade Shows, Investment Banking, Direct Sales, Operations Management, Strategic Planning, Sales Management, Channel Partners, Sales Presentations, Cross-functional Team..., Banking, Strategy, Strategic Partnerships, New Business Development, Inventory Management, Selling, Management Consulting, Financial Analysis, Financial Modeling, Turn Around Management, Account Management, Customer Satisfaction, Business Strategy, Due Diligence, Private Equity, Venture Capital, Acquisition Integration, Managemnt
Education
University of Chicago 1987 — 1988
Master of Business Administration (MBA), Master of Business Administration
DePaul University 1977 — 1980
Bachelor of Science, Accounting
Steven Koval Steven Koval's B2B CFO® Experience November 2012 - Present
Job Partner and Certified Business Transition Expert at B2B CFO
Industry Management Consulting
Experience
B2B CFO® November 2012 - Present
World Marketing of America, Inc February 2010 - November 2012
Lee Food Service, Inc. December 2008 - February 2010
eTravCo, Inc February 2007 - December 2008
Tele-Media Corporation December 1986 - February 2007
Farm Credit Banks August 1984 - December 1986
Ernst & Young August 1980 - August 1984
Skills
Cash Flow Forecasting, Mergers, Budgeting, Financial Reporting, ERP, Cost Containment, Strategic Planning, Investor Relations, Consolidation, Acquisition Integration, Financial Management, Financial Modeling, Financial Analysis, GAAP, Cash Management, Due Diligence, Cost Reduction, Internal Controls, Process Improvement, Business Planning, Restructuring, Risk Management, Revenue Recognition, Credit, Financial Systems..., Banking Relationships, Information Technology, IT Leadership, IT Project Leadership, CFOs, Financial Controlling, HR Management, CFO Services, Loan Compliance, Team Building, Staff Development, Treasury, Contract Negotiation, Mergers & Acquisitions, Budgets, Cost Accounting, Banking, Management, Managerial Finance, Auditing, SEC filings, Sarbanes-Oxley Act, Executive Management, Business Valuation, Treasury Management
Education
Penn State University 1976 — 1980
BS, Accounting Honors Program
Loyola College in Maryland
Finance
B2B CFO® November 2012 - Present
World Marketing of America, Inc February 2010 - November 2012
Lee Food Service, Inc. December 2008 - February 2010
eTravCo, Inc February 2007 - December 2008
Tele-Media Corporation December 1986 - February 2007
Farm Credit Banks August 1984 - December 1986
Ernst & Young August 1980 - August 1984
Skills
Cash Flow Forecasting, Mergers, Budgeting, Financial Reporting, ERP, Cost Containment, Strategic Planning, Investor Relations, Consolidation, Acquisition Integration, Financial Management, Financial Modeling, Financial Analysis, GAAP, Cash Management, Due Diligence, Cost Reduction, Internal Controls, Process Improvement, Business Planning, Restructuring, Risk Management, Revenue Recognition, Credit, Financial Systems..., Banking Relationships, Information Technology, IT Leadership, IT Project Leadership, CFOs, Financial Controlling, HR Management, CFO Services, Loan Compliance, Team Building, Staff Development, Treasury, Contract Negotiation, Mergers & Acquisitions, Budgets, Cost Accounting, Banking, Management, Managerial Finance, Auditing, SEC filings, Sarbanes-Oxley Act, Executive Management, Business Valuation, Treasury Management
Education
Penn State University 1976 — 1980
BS, Accounting Honors Program
Loyola College in Maryland
Finance
Junette West Junette West's B2B CFO® Experience August 2014 - Present
Job Partner at B2B CFO®
Industry Financial Services
Experience
B2B CFO® August 2014 - Present
Apollo Education Group February 2013 - August 2014
Apollo Education Group February 2009 - February 2013
Apollo Education Group January 2007 - February 2009
Apollo Education Group August 2005 - January 2007
Apollo International 2001 - 2004
College for Financial Planning, Inc. 2000 - 2001
Apollo Education Group 1998 - 2000
Skills
SEC filings, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Reporting, Due Diligence, Mergers, Mergers & Acquisitions, Leadership, Finance, Internal Audit, General Ledger, Corporate Finance, Analysis, Accounts Receivable, Management, Accounts Payable, Variance Analysis, US GAAP, Budgets, Executive Management, ERP, Sarbanes-Oxley, Strategic Planning, Internal Controls, Start-ups, Process Improvement, Business Strategy, Financial Modeling
Education
University of Phoenix 2001 — 2003
MBA, specialization in technology management
Grand Canyon University 1982 — 1986
BS, Accounting
B2B CFO® August 2014 - Present
Apollo Education Group February 2013 - August 2014
Apollo Education Group February 2009 - February 2013
Apollo Education Group January 2007 - February 2009
Apollo Education Group August 2005 - January 2007
Apollo International 2001 - 2004
College for Financial Planning, Inc. 2000 - 2001
Apollo Education Group 1998 - 2000
Skills
SEC filings, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Reporting, Due Diligence, Mergers, Mergers & Acquisitions, Leadership, Finance, Internal Audit, General Ledger, Corporate Finance, Analysis, Accounts Receivable, Management, Accounts Payable, Variance Analysis, US GAAP, Budgets, Executive Management, ERP, Sarbanes-Oxley, Strategic Planning, Internal Controls, Start-ups, Process Improvement, Business Strategy, Financial Modeling
Education
University of Phoenix 2001 — 2003
MBA, specialization in technology management
Grand Canyon University 1982 — 1986
BS, Accounting
David Mayo, CPA, CGMA David Mayo, CPA, CGMA's B2B CFO® Experience November 2009 - November 2011
Job Experienced CFO providing financial guidance, on a partime basis, to business owners maximizing profits.
Industry Management Consulting
Experience
CFO 4 Small Biz December 2011 - Present
Fox Valley Chamber of Commerce October 2012 - November 2014
B2B CFO® November 2009 - November 2011
Designed Stairs, Inc. 2002 - 2009
CTS Corporation 2000 - 2001
Plastag Corporation 1998 - 2000
Sierra Research and Technology, Inc 1996 - 1997
CTS Corporation 1993 - 1996
Sierra Research and Technology, Inc. 1992 - 1993
Vitronics Corporation 1989 - 1991
Skills
Financial Reporting, Turn Around Management, Small Business, Management, Cash, CPA, Executive Management, Mergers, Cash Management, Managerial Finance, Internal Controls, Accounting, Financial Modeling, Strategic Financial..., Financial Analysis, SEC filings, Treasury, Acquisitions, Private Equity, Process Improvement, Mergers & Acquisitions, Finance, ERP, Forecasting, Working Capital..., Budgets, Banking, Risk Management, Cash Flow, Start-ups, Leadership
Education
Bowling Green State University 1973 — 1975
Master of Accountancy, Accounting
St. Anselm's College 1969 — 1973
A.B., Business and Economics, Business
CFO 4 Small Biz December 2011 - Present
Fox Valley Chamber of Commerce October 2012 - November 2014
B2B CFO® November 2009 - November 2011
Designed Stairs, Inc. 2002 - 2009
CTS Corporation 2000 - 2001
Plastag Corporation 1998 - 2000
Sierra Research and Technology, Inc 1996 - 1997
CTS Corporation 1993 - 1996
Sierra Research and Technology, Inc. 1992 - 1993
Vitronics Corporation 1989 - 1991
Skills
Financial Reporting, Turn Around Management, Small Business, Management, Cash, CPA, Executive Management, Mergers, Cash Management, Managerial Finance, Internal Controls, Accounting, Financial Modeling, Strategic Financial..., Financial Analysis, SEC filings, Treasury, Acquisitions, Private Equity, Process Improvement, Mergers & Acquisitions, Finance, ERP, Forecasting, Working Capital..., Budgets, Banking, Risk Management, Cash Flow, Start-ups, Leadership
Education
Bowling Green State University 1973 — 1975
Master of Accountancy, Accounting
St. Anselm's College 1969 — 1973
A.B., Business and Economics, Business
Scott Kuppersmith Scott Kuppersmith's B2B CFO® Experience June 2013 - Present
Job Partner at B2B CFO | Advisor| Budgeting & Planning | Cash Flow Improvement |Workflow & Process Improvement|
Industry Management Consulting
Experience
B2B CFO June 2013 - Present
BrickHouse Security October 2010 - November 2012
Portero, Inc. April 2007 - September 2010
DT Holdings January 2000 - February 2007
EDI USA, Inc. 1997 - 2000
Paraco Gas Corporation 1995 - 1997
Four Independently-Owned and Operated Restaurants 1990 - 1995
Skills
Corporate Finance, Due Diligence, Mergers, Operational Efficiency, Internal Controls, Cash Flow, Cash Management, Start-ups, Financial Modeling, Executive Management, Financial Reporting, Financial Analysis, Corporate Development, Mergers & Acquisitions, Venture Capital, Business Strategy, Accounting, Cost Containment, Finance, Accounts Payable, Business Valuation, Treasury Management, Forecasting, Strategic Financial..., Auditing, Internal Audit, Leadership, Strategic Planning, Management, E-commerce, Banking, Private Equity, Risk Management, M&A experience, Strategy, Business Planning, Revenue Recognition, Small Business, Entrepreneurship, Managerial Finance, Cash Flow Forecasting, Analytics, Accounts Receivable, Working Capital..., Consolidation, Retail, P&L Management, Budgets, Marketing Strategy, New Business Development
Education
Hofstra University 1981 — 1985
Bachelor of Business Administration, Accounting
Garden School 1976 — 1981
B2B CFO June 2013 - Present
BrickHouse Security October 2010 - November 2012
Portero, Inc. April 2007 - September 2010
DT Holdings January 2000 - February 2007
EDI USA, Inc. 1997 - 2000
Paraco Gas Corporation 1995 - 1997
Four Independently-Owned and Operated Restaurants 1990 - 1995
Skills
Corporate Finance, Due Diligence, Mergers, Operational Efficiency, Internal Controls, Cash Flow, Cash Management, Start-ups, Financial Modeling, Executive Management, Financial Reporting, Financial Analysis, Corporate Development, Mergers & Acquisitions, Venture Capital, Business Strategy, Accounting, Cost Containment, Finance, Accounts Payable, Business Valuation, Treasury Management, Forecasting, Strategic Financial..., Auditing, Internal Audit, Leadership, Strategic Planning, Management, E-commerce, Banking, Private Equity, Risk Management, M&A experience, Strategy, Business Planning, Revenue Recognition, Small Business, Entrepreneurship, Managerial Finance, Cash Flow Forecasting, Analytics, Accounts Receivable, Working Capital..., Consolidation, Retail, P&L Management, Budgets, Marketing Strategy, New Business Development
Education
Hofstra University 1981 — 1985
Bachelor of Business Administration, Accounting
Garden School 1976 — 1981
Harvey Elgersma Harvey Elgersma's B2B CFO® Experience November 2012 - Present
Job Partner at B2B CFO®, the World's Largest CFO Firm™
Industry Executive Office
Experience
B2B CFO November 2012 - Present
CHS Inc September 2011 - August 2012
Hamilton Farm Bureau Cooperative Inc. June 2001 - September 2011
Cumberland Swan Holding Inc August 1999 - May 2001
Perrigo Company of Tennesse November 1996 - August 1999
Perrigo May 1981 - November 1996
Skills
Employee Benefits, Strategic Planning, Executive Management, Analysis, Business Strategy, Budgeting, Accounting, Financial Reporting, Budgets, GAAP, Cash Flow, Corporate Finance, Management, Cash Flow Forecasting, Variance Analysis, Strategy, Financial Accounting, Tax, Change Management, Leadership, Customer Service, Team Building, Continuous Improvement, Pricing, Strategic Financial..., Start-ups, Cash Management, CPA, Human Resources, Auditing, Mergers & Acquisitions, Sarbanes-Oxley Act, Payroll, Great Plains Software, Forecasting, ERP, Insurance, Small Business, Business Planning, Finance, Due Diligence, Manufacturing, Business Process..., Financial Modeling, Process Improvement, Operations Management, Risk Management, Internal Controls, Managerial Finance, Financial Analysis
Education
Grand Valley State University 1973 — 1977
BBA, Accounting
Grand Valley State University
B2B CFO November 2012 - Present
CHS Inc September 2011 - August 2012
Hamilton Farm Bureau Cooperative Inc. June 2001 - September 2011
Cumberland Swan Holding Inc August 1999 - May 2001
Perrigo Company of Tennesse November 1996 - August 1999
Perrigo May 1981 - November 1996
Skills
Employee Benefits, Strategic Planning, Executive Management, Analysis, Business Strategy, Budgeting, Accounting, Financial Reporting, Budgets, GAAP, Cash Flow, Corporate Finance, Management, Cash Flow Forecasting, Variance Analysis, Strategy, Financial Accounting, Tax, Change Management, Leadership, Customer Service, Team Building, Continuous Improvement, Pricing, Strategic Financial..., Start-ups, Cash Management, CPA, Human Resources, Auditing, Mergers & Acquisitions, Sarbanes-Oxley Act, Payroll, Great Plains Software, Forecasting, ERP, Insurance, Small Business, Business Planning, Finance, Due Diligence, Manufacturing, Business Process..., Financial Modeling, Process Improvement, Operations Management, Risk Management, Internal Controls, Managerial Finance, Financial Analysis
Education
Grand Valley State University 1973 — 1977
BBA, Accounting
Grand Valley State University
Brian Rowland's B2B CFO® Experience August 2014 - Present
Job Partner at B2B CFO®
Industry Real Estate
Experience
B2B CFO® August 2014 - Present
CDMOne November 2012 - August 2014
Rowland Luxury Homes 2002 - 2013
Rowland Constructors October 2007 - December 2012
Rowland Companies Construction Group, Inc November 1998 - October 2007
Rowland & Swift Homes October 1995 - November 1998
KPMG US 1992 - 1994
Skills
Construction Management, CPM Scheduling, Real Estate Development, MBA, Construction Documents, Construction Accounting, Cost Estimating, Organizational..., Cross-functional Team..., Submittals, Project Estimation, Value Engineering, Feasibility Studies, Project Management, Real Estate, Project Planning, Construction, Contractors, LEED, Due Diligence, Residential Homes, Program Management, Pre-construction, Contract Management, Green Building, Renovation, Finance, Cost Control, Management Consulting, Management, Change Orders, Subcontracting, Training, Contract Negotiation, Project Bidding, Strategic Planning, Process Scheduler, Budgets, Investment Properties, Entrepreneurship, Entitlements, Project Coordination, MS Project, Construction Drawings, Commercial Real Estate, Managerial Finance, Mergers & Acquisitions, Homebuilding, Design-Build, Facilities Management
Education
Arizona State University, W. P. Carey School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Arizona 1988 — 1992
BS, Accounting
B2B CFO® August 2014 - Present
CDMOne November 2012 - August 2014
Rowland Luxury Homes 2002 - 2013
Rowland Constructors October 2007 - December 2012
Rowland Companies Construction Group, Inc November 1998 - October 2007
Rowland & Swift Homes October 1995 - November 1998
KPMG US 1992 - 1994
Skills
Construction Management, CPM Scheduling, Real Estate Development, MBA, Construction Documents, Construction Accounting, Cost Estimating, Organizational..., Cross-functional Team..., Submittals, Project Estimation, Value Engineering, Feasibility Studies, Project Management, Real Estate, Project Planning, Construction, Contractors, LEED, Due Diligence, Residential Homes, Program Management, Pre-construction, Contract Management, Green Building, Renovation, Finance, Cost Control, Management Consulting, Management, Change Orders, Subcontracting, Training, Contract Negotiation, Project Bidding, Strategic Planning, Process Scheduler, Budgets, Investment Properties, Entrepreneurship, Entitlements, Project Coordination, MS Project, Construction Drawings, Commercial Real Estate, Managerial Finance, Mergers & Acquisitions, Homebuilding, Design-Build, Facilities Management
Education
Arizona State University, W. P. Carey School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Arizona 1988 — 1992
BS, Accounting
John Mullin John Mullin's B2B CFO® Experience 2013 - Present
Job Partner at B2B CFO
Industry Financial Services
Experience
B2B CFO 2013 - Present
Molloy College 2011 - Present
Ticonderoga Securities LLC 2009 - 2013
Pali Capital 2007 - 2009
Macquarie Group 2004 - 2007
Blaylock & Company 2002 - 2004
Tucker Anthony Inc 1997 - 2002
ING Barings Securities Inc 1996 - 1997
Salomon Brothers 1988 - 1996
Ernst & Young 1983 - 1988
Skills
Certified Public..., Series 27 Financial and..., Financial Reporting, Financial Analysis, Acquisitions, Due Diligence, Internal Controls, SEC filings
Education
New York University, Stern School of Business 1990 — 1994
Master of Business Administration (MBA), Finance
Boston College 1979 — 1983
Bachelor of Science (B.S.), Accounting
B2B CFO 2013 - Present
Molloy College 2011 - Present
Ticonderoga Securities LLC 2009 - 2013
Pali Capital 2007 - 2009
Macquarie Group 2004 - 2007
Blaylock & Company 2002 - 2004
Tucker Anthony Inc 1997 - 2002
ING Barings Securities Inc 1996 - 1997
Salomon Brothers 1988 - 1996
Ernst & Young 1983 - 1988
Skills
Certified Public..., Series 27 Financial and..., Financial Reporting, Financial Analysis, Acquisitions, Due Diligence, Internal Controls, SEC filings
Education
New York University, Stern School of Business 1990 — 1994
Master of Business Administration (MBA), Finance
Boston College 1979 — 1983
Bachelor of Science (B.S.), Accounting
Andrew Francis Freeman's B2B CFO® Experience January 2011 - Present
Job Andrew Francis Freeman MBA Digital Strategist, Inbound Marketer, Interactive Marketing Manager, Englishman
Industry Marketing and Advertising
Experience
B2B CFO January 2011 - Present
Soapy Nuts™ June 2012 - January 2015
Colorado State University August 2010 - May 2012
Sitewire January 2010 - January 2011
Strategicality Online Media Coaching 2008 - 2011
Sitewire May 2008 - January 2010
Net Expectations July 2007 - April 2008
Hull Citybuild 2006 - 2007
Skills
Pay Per Click Marketing, Display Advertising, Search Engine..., Facebook Advertising, Digital Strategy, SEM, Google Adwords, Online Marketing, Media Buying, Remarketing, Facebook, Advertising, Digital Marketing, Google Analytics, Digital Media, Social Media Marketing, Online Advertising, SEO, PPC, Business Strategy, Lead Generation, Strategy, Marketing Research, Analytics, Social Media, Account Management, CRM, Media Planning, Creative Direction, Entrepreneurship, Management, Business Development, Leadership, Email Marketing, Mobile Marketing, Social Media Measurement, Integrated Marketing, Sales, Web Analytics, Direct Marketing, E-commerce, Marketing Strategy, Strategic Partnerships, Start-ups, Brand Development, B2B Marketing, Budgets, Brand Management, Marketing Management, Competitive Analysis
Education
Colorado State University 2010 — 2012
The University of Hull 2002 — 2006
Marketing (International) First Class, Marketing, Business
Northern Arizona University 2004 — 2004
Certificate in Marketing and Promotions, Marketing, Sales, Public Relations, Fundamentals of drawing
B2B CFO January 2011 - Present
Soapy Nuts™ June 2012 - January 2015
Colorado State University August 2010 - May 2012
Sitewire January 2010 - January 2011
Strategicality Online Media Coaching 2008 - 2011
Sitewire May 2008 - January 2010
Net Expectations July 2007 - April 2008
Hull Citybuild 2006 - 2007
Skills
Pay Per Click Marketing, Display Advertising, Search Engine..., Facebook Advertising, Digital Strategy, SEM, Google Adwords, Online Marketing, Media Buying, Remarketing, Facebook, Advertising, Digital Marketing, Google Analytics, Digital Media, Social Media Marketing, Online Advertising, SEO, PPC, Business Strategy, Lead Generation, Strategy, Marketing Research, Analytics, Social Media, Account Management, CRM, Media Planning, Creative Direction, Entrepreneurship, Management, Business Development, Leadership, Email Marketing, Mobile Marketing, Social Media Measurement, Integrated Marketing, Sales, Web Analytics, Direct Marketing, E-commerce, Marketing Strategy, Strategic Partnerships, Start-ups, Brand Development, B2B Marketing, Budgets, Brand Management, Marketing Management, Competitive Analysis
Education
Colorado State University 2010 — 2012
The University of Hull 2002 — 2006
Marketing (International) First Class, Marketing, Business
Northern Arizona University 2004 — 2004
Certificate in Marketing and Promotions, Marketing, Sales, Public Relations, Fundamentals of drawing
Art Zylstra, DTL, MBA Art Zylstra, DTL, MBA's B2B CFO® Experience October 2012 - September 2014
Job CFO Consultant / Business Coach / Exit Strategy / Executive Financial Strategist
Industry Management Consulting
Experience
CFO Business Partner September 2014 - Present
Bakke Graduate University January 2014 - Present
B2B CFO® October 2012 - September 2014
University of Washington October 2013 - October 2013
Bakke Graduate University February 2008 - September 2012
Sound Telecom 2003 - 2008
Clearwater Spas September 1999 - September 2002
Wolfkill Feed & Fertilizer Corp September 1991 - August 1999
Skills
Leadership, Strategic Financial..., Executive Management, Strategic Planning, Senior Executive..., Strategy, Budgets, Business Planning, Entrepreneurship, CFO Consultant, Management, Nonprofits, Organizational..., Mergers & Acquisitions, Leadership Development, Analysis, Cash Flow Forecasting, Managerial Finance, Teaching, Finance, Microsoft Office, Project Planning, Business Development, Coaching, Change Management, Banking, Forecasting, Team Building, Staff Development, Small Business, Process Improvement, Risk Management, QuickBooks, Financial Accounting, Operations Management, Management Consulting, Accounting, Marketing, Due Diligence, Public Speaking, Fundraising, Start-ups, Business Strategy, Contract Negotiation, Sales, Human Resources, Financial Reporting, Program Management, Training, Financial Management...
Education
Bakke Graduate University 2010 — 2012
Doctor of Transformational Leadership, Entrepreneurial Organizational Transformation
Bakke Graduate University 2008 — 2011
MBA, Personal Leadership Development
Dordt College 1978 — 1982
Bachelor's degree, Business Administration and Management, General
LinkedIn Workshop
Watson Groen Christian
CFO Business Partner September 2014 - Present
Bakke Graduate University January 2014 - Present
B2B CFO® October 2012 - September 2014
University of Washington October 2013 - October 2013
Bakke Graduate University February 2008 - September 2012
Sound Telecom 2003 - 2008
Clearwater Spas September 1999 - September 2002
Wolfkill Feed & Fertilizer Corp September 1991 - August 1999
Skills
Leadership, Strategic Financial..., Executive Management, Strategic Planning, Senior Executive..., Strategy, Budgets, Business Planning, Entrepreneurship, CFO Consultant, Management, Nonprofits, Organizational..., Mergers & Acquisitions, Leadership Development, Analysis, Cash Flow Forecasting, Managerial Finance, Teaching, Finance, Microsoft Office, Project Planning, Business Development, Coaching, Change Management, Banking, Forecasting, Team Building, Staff Development, Small Business, Process Improvement, Risk Management, QuickBooks, Financial Accounting, Operations Management, Management Consulting, Accounting, Marketing, Due Diligence, Public Speaking, Fundraising, Start-ups, Business Strategy, Contract Negotiation, Sales, Human Resources, Financial Reporting, Program Management, Training, Financial Management...
Education
Bakke Graduate University 2010 — 2012
Doctor of Transformational Leadership, Entrepreneurial Organizational Transformation
Bakke Graduate University 2008 — 2011
MBA, Personal Leadership Development
Dordt College 1978 — 1982
Bachelor's degree, Business Administration and Management, General
LinkedIn Workshop
Watson Groen Christian
Darren Aune Darren Aune's B2B CFO® Experience November 2014 - Present
Job Partner at B2B CFO®
Industry Real Estate
Experience
B2B CFO® November 2014 - Present
Experience Engineering February 2013 - September 2014
Xccent Inc March 2012 - August 2012
Transition Services LLC December 2010 - March 2012
EZ Air Park August 2007 - February 2010
Nolan Bros. Inc. March 1993 - February 2010
Link-Osborn Company 1988 - 1993
Vanman Architects & Builders 1986 - 1988
Adrian Helgeson & Company, CPA's 1983 - 1986
Skills
Budgeting, Planning, Strategic Planning, Organizational..., Leadership, Management, Strategic Financial..., Financial Analysis, Managerial Finance, Accounting, Cash Flow, Process Improvement, Financial Reporting, Customer Service, Team Building, Trust Building, Listening, Servant Leadership, Small Business..., Family Owned Businesses, Privately Held..., Networking
Education
Bethel University 2007 — 2008
Master of Arts, Organizational Leadership
University of Minnesota Duluth 1978 — 1982
Bachelor, Accounting
B2B CFO® November 2014 - Present
Experience Engineering February 2013 - September 2014
Xccent Inc March 2012 - August 2012
Transition Services LLC December 2010 - March 2012
EZ Air Park August 2007 - February 2010
Nolan Bros. Inc. March 1993 - February 2010
Link-Osborn Company 1988 - 1993
Vanman Architects & Builders 1986 - 1988
Adrian Helgeson & Company, CPA's 1983 - 1986
Skills
Budgeting, Planning, Strategic Planning, Organizational..., Leadership, Management, Strategic Financial..., Financial Analysis, Managerial Finance, Accounting, Cash Flow, Process Improvement, Financial Reporting, Customer Service, Team Building, Trust Building, Listening, Servant Leadership, Small Business..., Family Owned Businesses, Privately Held..., Networking
Education
Bethel University 2007 — 2008
Master of Arts, Organizational Leadership
University of Minnesota Duluth 1978 — 1982
Bachelor, Accounting
Rick Canonaco Rick Canonaco's B2B CFO® Experience September 2011 - Present
Job Partner at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® September 2011 - Present
Higher Talent Watch April 2010 - April 2013
A&E Television Networks January 2000 - February 2009
A&E Television Networks November 1995 - December 1999
Ernst & Young September 1985 - October 1995
Skills
Business Strategy, Financial Modeling, Financial Reporting, Financial Analysis, Internal Controls, Budgets, Forecasting, Cash Management, Executive Management, Finance, Banking, QuickBooks, Tax, Small Business, Due Diligence, Strategy, Mergers & Acquisitions, Start-ups, Analysis, Management, Auditing, Entrepreneurship, Valuation
Education
Lehigh University 1981 — 1985
BS Business and Economics
Montville Township High School 1977 — 1981
B2B CFO® September 2011 - Present
Higher Talent Watch April 2010 - April 2013
A&E Television Networks January 2000 - February 2009
A&E Television Networks November 1995 - December 1999
Ernst & Young September 1985 - October 1995
Skills
Business Strategy, Financial Modeling, Financial Reporting, Financial Analysis, Internal Controls, Budgets, Forecasting, Cash Management, Executive Management, Finance, Banking, QuickBooks, Tax, Small Business, Due Diligence, Strategy, Mergers & Acquisitions, Start-ups, Analysis, Management, Auditing, Entrepreneurship, Valuation
Education
Lehigh University 1981 — 1985
BS Business and Economics
Montville Township High School 1977 — 1981
Boyd Calvin's B2B CFO® Experience October 2012 - Present
Job Partner at B2B CFO
Industry Executive Office
Experience
B2B CFO October 2012 - Present
Fluor Corporation November 2005 - June 2012
Clayton Industries October 1990 - October 2005
Skills
International Financial..., Operational, Strategic..., Management Reporting..., International Banking..., International Human..., General and Cost..., International Insurance..., Information Systems..., Management of Large..., Accounting, Accounts Payable, Accounts Receivable, Banking, Budgets, Finance, Forecasting, Human Resources, MIS, Management, Managerial Finance, Mergers & Acquisitions, Payroll, Project Planning, Strategic Planning, Working Capital..., Business Planning, Cash Flow, Entrepreneurship, Financial Reporting, Executive Management
Education
California State University-Fullerton 1977 — 1981
Master of Business Administration (MBA), Finance, General
California State University-Long Beach 1973 — 1974
Bachelor of Science (B.S.), Accounting and Business/Management
B2B CFO October 2012 - Present
Fluor Corporation November 2005 - June 2012
Clayton Industries October 1990 - October 2005
Skills
International Financial..., Operational, Strategic..., Management Reporting..., International Banking..., International Human..., General and Cost..., International Insurance..., Information Systems..., Management of Large..., Accounting, Accounts Payable, Accounts Receivable, Banking, Budgets, Finance, Forecasting, Human Resources, MIS, Management, Managerial Finance, Mergers & Acquisitions, Payroll, Project Planning, Strategic Planning, Working Capital..., Business Planning, Cash Flow, Entrepreneurship, Financial Reporting, Executive Management
Education
California State University-Fullerton 1977 — 1981
Master of Business Administration (MBA), Finance, General
California State University-Long Beach 1973 — 1974
Bachelor of Science (B.S.), Accounting and Business/Management
Keith Chudy Keith Chudy's B2B CFO® Experience June 2012 - October 2012
Job CFO at Nuspire
Industry Executive Office
Experience
Nuspire September 2013 - Present
Protect Painters of Rochester September 2013 - Present
Keith E. Chudy, CPA 1979 - 2014
B2B CFO June 2012 - October 2012
Steel Master, LLC November 2009 - May 2012
Sota Technology, Inc. 1994 - 2009
Skills
Accounting, Financial Accounting, Cost Accounting, Automotive, Asset Managment, Employee Benefits, Benefits Administration, Benefits Negotiation, Cash Management, Cash Flow, Change Management, CPA, CGMA, Due Diligence, Entrepreneurship, ERP, Executive Management, Financial Analysis, Financial Reporting, Corporate Finance, Forecasting, GAAP, Business Process..., Financial Modeling, Mas 90, Macola Progression, Open Systems, Epicor, Great Plains Software, Sage Abra HRMS, Proprietary Software, QuickBooks, New Business Development, Pharmaceuticals, Start-ups, Turn Around Management
Education
Michigan State University 1970 — 1976
BA, Accounting
Nuspire September 2013 - Present
Protect Painters of Rochester September 2013 - Present
Keith E. Chudy, CPA 1979 - 2014
B2B CFO June 2012 - October 2012
Steel Master, LLC November 2009 - May 2012
Sota Technology, Inc. 1994 - 2009
Skills
Accounting, Financial Accounting, Cost Accounting, Automotive, Asset Managment, Employee Benefits, Benefits Administration, Benefits Negotiation, Cash Management, Cash Flow, Change Management, CPA, CGMA, Due Diligence, Entrepreneurship, ERP, Executive Management, Financial Analysis, Financial Reporting, Corporate Finance, Forecasting, GAAP, Business Process..., Financial Modeling, Mas 90, Macola Progression, Open Systems, Epicor, Great Plains Software, Sage Abra HRMS, Proprietary Software, QuickBooks, New Business Development, Pharmaceuticals, Start-ups, Turn Around Management
Education
Michigan State University 1970 — 1976
BA, Accounting
Colin G. Funk, CGMA Colin G. Funk, CGMA's B2B CFO® Experience May 2012 - Present
Job Partner at B2B CFO®, the World's Largest CFO Services Firm™
Industry Management Consulting
Experience
B2B CFO® May 2012 - Present
The Wine Group 2009 - May 2012
The Wine Group 2004 - 2009
CelPril (Bayer CropScience) 1998 - 2004
Guardian Protection Products 1997 - 1998
Fabricated Extrusion Company 1993 - 1997
RJF International 1988 - 1993
PwC 1985 - 1988
Skills
Wine, Microsoft Excel, Budgets, English, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Strategic Planning, Negotiation, Food & Beverage, Wine Tasting, ERP Software, WMS Implementations, Business Analysis, Analytics
Education
The University of Akron 1982 — 1985
Bachelor of Science (BS), Accounting, Summa Cum Laude, 3.25
Clarion University of Pennsylvania 1981 — 1982
Accounting and Finance
B2B CFO® May 2012 - Present
The Wine Group 2009 - May 2012
The Wine Group 2004 - 2009
CelPril (Bayer CropScience) 1998 - 2004
Guardian Protection Products 1997 - 1998
Fabricated Extrusion Company 1993 - 1997
RJF International 1988 - 1993
PwC 1985 - 1988
Skills
Wine, Microsoft Excel, Budgets, English, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Strategic Planning, Negotiation, Food & Beverage, Wine Tasting, ERP Software, WMS Implementations, Business Analysis, Analytics
Education
The University of Akron 1982 — 1985
Bachelor of Science (BS), Accounting, Summa Cum Laude, 3.25
Clarion University of Pennsylvania 1981 — 1982
Accounting and Finance
Peter Ritz's B2B CFO® Experience March 2011 - Present
Job Helping business owners get cash
Industry Financial Services
Experience
B2B CFO® March 2011 - Present
CFO At Your Service September 2010 - March 2011
Access Therapies, Inc July 2008 - September 2010
Orchard Software Corporation September 1998 - August 2007
Indianapolis Airport Authority September 1995 - August 1998
LDI, Ltd. July 1989 - August 1994
Forum Group, Inc. October 1986 - July 1989
HBO & Co. 1983 - 1986
Skills
Financial Modeling, Financial Reporting, Bank relations, Strategic Planning, Cash Flow Forecasting, Leadership, Finance, Banking, Government, Corporate Finance, Engineering, Forecasting, Cash Management, Auditing, Budgets, Human Resources, Loans, Cash Flow, Strategic Financial..., Start-ups, Investments, Mergers & Acquisitions, Financial Analysis, Risk Management, Financial Audits, Tax, Business Planning, Credit, Financial Services, Sales, Portfolio Management, Management, Internal Controls, Business Strategy, Long-term Care, Due Diligence, Managerial Finance, QuickBooks
Education
Indiana University Bloomington 1976 — 1978
MBA, Accounting
DePauw University 1972 — 1976
BA, Economics and Business
B2B CFO® March 2011 - Present
CFO At Your Service September 2010 - March 2011
Access Therapies, Inc July 2008 - September 2010
Orchard Software Corporation September 1998 - August 2007
Indianapolis Airport Authority September 1995 - August 1998
LDI, Ltd. July 1989 - August 1994
Forum Group, Inc. October 1986 - July 1989
HBO & Co. 1983 - 1986
Skills
Financial Modeling, Financial Reporting, Bank relations, Strategic Planning, Cash Flow Forecasting, Leadership, Finance, Banking, Government, Corporate Finance, Engineering, Forecasting, Cash Management, Auditing, Budgets, Human Resources, Loans, Cash Flow, Strategic Financial..., Start-ups, Investments, Mergers & Acquisitions, Financial Analysis, Risk Management, Financial Audits, Tax, Business Planning, Credit, Financial Services, Sales, Portfolio Management, Management, Internal Controls, Business Strategy, Long-term Care, Due Diligence, Managerial Finance, QuickBooks
Education
Indiana University Bloomington 1976 — 1978
MBA, Accounting
DePauw University 1972 — 1976
BA, Economics and Business
Kathleen Nidiffer Kathleen Nidiffer's B2B CFO® Experience February 2014 - Present
Job Partner at B2B CFO®
Industry Financial Services
Experience
B2B CFO® February 2014 - Present
DCT Industrial July 2012 - January 2014
DMB Associates 2004 - June 2012
Hardin Capital, LLC 1999 - 2003
Security Capital Group, Inc. 1998 - 1999
Kostis / McCord Learning Center, Grayhawk Golf Club 1995 - 1997
Arthur Andersen 1993 - 1995
Education
Northwestern University - Kellogg School of Management 1997 — 1998
Masters of Business Administration, Finance, Real Estate
University of Notre Dame 1989 — 1993
Bachelor of Business Administration, Accountancy
B2B CFO® February 2014 - Present
DCT Industrial July 2012 - January 2014
DMB Associates 2004 - June 2012
Hardin Capital, LLC 1999 - 2003
Security Capital Group, Inc. 1998 - 1999
Kostis / McCord Learning Center, Grayhawk Golf Club 1995 - 1997
Arthur Andersen 1993 - 1995
Education
Northwestern University - Kellogg School of Management 1997 — 1998
Masters of Business Administration, Finance, Real Estate
University of Notre Dame 1989 — 1993
Bachelor of Business Administration, Accountancy
Frank Armenio CMA, CFM Frank Armenio CMA, CFM's B2B CFO® Experience July 2014 - Present
Job CFO Advisor and Certified Business Transition Expert™ at B2B CFO®
Industry Accounting
Experience
B2B CFO® July 2014 - Present
B2B CFO® January 2012 - Present
Tenebraex Corporation 2010 - 2012
Accounting Management Solutions 2007 - 2010
Engineered Materials Solutions, Inc 2002 - 2007
Metalor Technologies SA 2000 - 2002
Moeller Electric 1997 - 2000
Skills
Financial Reporting, Internal Controls, Forecasting, Financial Analysis, Business Planning, Cash Management, Operational Excellence, Mergers & Acquisitions, Process Improvement, Management, Accounting, Strategy, ERP, Finance, Cash Flow, Financial Modeling, Working Capital..., Analysis, Business Strategy, Sarbanes-Oxley Act, Managerial Finance, Strategic Financial..., Restructuring, Entrepreneurship, Due Diligence, Leadership, SEC filings, Corporate Finance, Cost Accounting, Cash Flow Forecasting, Financial Accounting, Acquisition Integration, Business Valuation, Executive Management, Private Equity, Financial Planning, SEC Filings
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Northeastern University 1977 — 1981
Bachelors, Accounting, Graduated with Honors
B2B CFO® July 2014 - Present
B2B CFO® January 2012 - Present
Tenebraex Corporation 2010 - 2012
Accounting Management Solutions 2007 - 2010
Engineered Materials Solutions, Inc 2002 - 2007
Metalor Technologies SA 2000 - 2002
Moeller Electric 1997 - 2000
Skills
Financial Reporting, Internal Controls, Forecasting, Financial Analysis, Business Planning, Cash Management, Operational Excellence, Mergers & Acquisitions, Process Improvement, Management, Accounting, Strategy, ERP, Finance, Cash Flow, Financial Modeling, Working Capital..., Analysis, Business Strategy, Sarbanes-Oxley Act, Managerial Finance, Strategic Financial..., Restructuring, Entrepreneurship, Due Diligence, Leadership, SEC filings, Corporate Finance, Cost Accounting, Cash Flow Forecasting, Financial Accounting, Acquisition Integration, Business Valuation, Executive Management, Private Equity, Financial Planning, SEC Filings
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Northeastern University 1977 — 1981
Bachelors, Accounting, Graduated with Honors
Marc Shirley Marc Shirley's B2B CFO® Experience 2012 - Present
Job Trusted Business Advisor | Strategic Financial Results | Chief Financial Officer | Partner, B2B CFO®
Industry Accounting
Experience
B2B CFO 2012 - Present
The Procter & Gamble Manufacturing Company 2008 - 2012
The Procter& Gamble Company 2006 - 2008
The Procter & Gamble Company 2000 - 2006
The Procter & Gamble Company 1997 - 2000
The Procter & Gamble Company 1993 - 1997
The Procter & Gamble Company 1987 - 1993
The Procter & Gamble Company 1986 - 1987
Skills
SAP, Excel, Financial Modeling, Budgeting, Cost Analysis, Forecasting, Financial Reporting, Internal Controls, Accounting, Financial Management, Process Improvement, Team Leadership, Strategic Planning, Valuation, Cross-functional Team..., Variance Analysis, Change Management, Contract Negotiation, Decision Support, Collaborative Leadership, Strategy, Budgets, Managerial Finance, Consumer Products, Financial Analysis, Analysis, Finance, Cash Flow, Leadership, Business Analysis, Business Development, Microsoft Excel, Cost Benefit
Education
University of Notre Dame 1984 — 1986
Master, Business Administration
Rockhurst University 1980 — 1984
Bachelor of Science, Business Administration; Economics, and Finance
B2B CFO 2012 - Present
The Procter & Gamble Manufacturing Company 2008 - 2012
The Procter& Gamble Company 2006 - 2008
The Procter & Gamble Company 2000 - 2006
The Procter & Gamble Company 1997 - 2000
The Procter & Gamble Company 1993 - 1997
The Procter & Gamble Company 1987 - 1993
The Procter & Gamble Company 1986 - 1987
Skills
SAP, Excel, Financial Modeling, Budgeting, Cost Analysis, Forecasting, Financial Reporting, Internal Controls, Accounting, Financial Management, Process Improvement, Team Leadership, Strategic Planning, Valuation, Cross-functional Team..., Variance Analysis, Change Management, Contract Negotiation, Decision Support, Collaborative Leadership, Strategy, Budgets, Managerial Finance, Consumer Products, Financial Analysis, Analysis, Finance, Cash Flow, Leadership, Business Analysis, Business Development, Microsoft Excel, Cost Benefit
Education
University of Notre Dame 1984 — 1986
Master, Business Administration
Rockhurst University 1980 — 1984
Bachelor of Science, Business Administration; Economics, and Finance
Don Harnois Don Harnois's B2B CFO® Experience March 2014 - December 2014
Job CFO at MCN Build
Industry Financial Services
Experience
MCN Build January 2015 - Present
B2B CFO® March 2014 - December 2014
M3 USA Corporation, a Sony Group Company April 2012 - March 2014
DBI Architects February 2011 - April 2012
Forrester Construction Company October 2008 - January 2011
Hughes Construction February 2008 - September 2008
KB Home July 2006 - January 2008
Centex Homes January 2005 - June 2006
CinemaStar Luxury Theaters, Inc. January 2000 - December 2004
Cinemark May 1997 - December 1999
Skills
Accounting, Financial Reporting, Financial Analysis, Due Diligence, GAAP, Budgets, Sarbanes-Oxley Act, Forecasting, Managerial Finance, Cost Accounting, SEC filings, Financial Modeling, Variance Analysis, Strategic Planning, Internal Controls, General Ledger, Financial Accounting, Accounts Payable, Cash Flow, Cash Management, Auditing, Management, Process Improvement, Strategic Financial..., Finance, Mergers & Acquisitions, Accounts Receivable, Analysis, Executive Management, Restructuring, Corporate Finance, Business Planning, Strategy, Hyperion Enterprise, Leadership, SEC Filings, Financial Planning
Education
Boston College 1983 — 1987
Bachelor of Science, Accounting
The University of Texas at Arlington 1994 — 1996
MBA, Finance Concentration
MCN Build January 2015 - Present
B2B CFO® March 2014 - December 2014
M3 USA Corporation, a Sony Group Company April 2012 - March 2014
DBI Architects February 2011 - April 2012
Forrester Construction Company October 2008 - January 2011
Hughes Construction February 2008 - September 2008
KB Home July 2006 - January 2008
Centex Homes January 2005 - June 2006
CinemaStar Luxury Theaters, Inc. January 2000 - December 2004
Cinemark May 1997 - December 1999
Skills
Accounting, Financial Reporting, Financial Analysis, Due Diligence, GAAP, Budgets, Sarbanes-Oxley Act, Forecasting, Managerial Finance, Cost Accounting, SEC filings, Financial Modeling, Variance Analysis, Strategic Planning, Internal Controls, General Ledger, Financial Accounting, Accounts Payable, Cash Flow, Cash Management, Auditing, Management, Process Improvement, Strategic Financial..., Finance, Mergers & Acquisitions, Accounts Receivable, Analysis, Executive Management, Restructuring, Corporate Finance, Business Planning, Strategy, Hyperion Enterprise, Leadership, SEC Filings, Financial Planning
Education
Boston College 1983 — 1987
Bachelor of Science, Accounting
The University of Texas at Arlington 1994 — 1996
MBA, Finance Concentration
David Baker, C.P.A.'s B2B CFO® Experience October 2014 - Present
Job Partner at B2B CFO
Industry Electrical/Electronic Manufacturing
Experience
B2B CFO October 2014 - Present
GRUNDFOS Holding A/S February 2004 - October 2014
Rexnord Corporation 1987 - 2002
Monarch Beverage Company 1985 - 1987
Skills
Process Improvement, Business Strategy, Strategy, Six Sigma, Change Management, Cross-functional Team..., Forecasting, Manufacturing, Business Development, Financial Analysis, Business Planning, Business Process..., Mergers & Acquisitions, Supply Chain Management, ERP, Management, Leadership, Operations Management, Strategic Planning
Education
University of Indianapolis 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Indiana University Bloomington 1977 — 1984
Bachelor of Sience, Accounting
B2B CFO October 2014 - Present
GRUNDFOS Holding A/S February 2004 - October 2014
Rexnord Corporation 1987 - 2002
Monarch Beverage Company 1985 - 1987
Skills
Process Improvement, Business Strategy, Strategy, Six Sigma, Change Management, Cross-functional Team..., Forecasting, Manufacturing, Business Development, Financial Analysis, Business Planning, Business Process..., Mergers & Acquisitions, Supply Chain Management, ERP, Management, Leadership, Operations Management, Strategic Planning
Education
University of Indianapolis 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Indiana University Bloomington 1977 — 1984
Bachelor of Sience, Accounting
Rick Daigle partner B2B CFO® Rick Daigle partner B2B CFO®'s B2B CFO® Experience April 2006 - Present
Job Intuit Premier Reseller at B2B CFO Partners
Industry Management Consulting
Experience
B2B CFO Partners November 2009 - Present
B2B CFO® April 2006 - Present
Recall March 2001 - February 2006
ActaMed January 1994 - March 2000
ActaMed/Healtheon/WebMd August 1992 - March 2000
WebMD 1998 - 1999
Skills
Manufacturing, Quickbooks, Financial Reporting, Cash Flow, Management Consulting, Financial Analysis, Retail, Fishbowl Inventory, Accounting, QuickBooks, Small Business, Due Diligence, Leadership, Vendor Management, Restructuring, Management, Start-ups, Business Strategy, Budgets, Operations Management, Change Management, Mergers & Acquisitions, Strategy, Managerial Finance, Finance, Cash Management, Business Planning, Internal Controls, Strategic Financial..., Banking, Integration, Entrepreneurship, Forecasting, Project Planning, Auditing, Negotiation, Financial Modeling, Business Process...
Education
Intuit QuickBooks 2006 — 2011
Advanced Certification, Pro, Premier, POS, Payroll, Enterprise
Villanova 2005 — 2005
Green Belt, Six Sigma
Louisiana State University 1971 — 1975
BS, Computer Science/Economics
B2B CFO Partners November 2009 - Present
B2B CFO® April 2006 - Present
Recall March 2001 - February 2006
ActaMed January 1994 - March 2000
ActaMed/Healtheon/WebMd August 1992 - March 2000
WebMD 1998 - 1999
Skills
Manufacturing, Quickbooks, Financial Reporting, Cash Flow, Management Consulting, Financial Analysis, Retail, Fishbowl Inventory, Accounting, QuickBooks, Small Business, Due Diligence, Leadership, Vendor Management, Restructuring, Management, Start-ups, Business Strategy, Budgets, Operations Management, Change Management, Mergers & Acquisitions, Strategy, Managerial Finance, Finance, Cash Management, Business Planning, Internal Controls, Strategic Financial..., Banking, Integration, Entrepreneurship, Forecasting, Project Planning, Auditing, Negotiation, Financial Modeling, Business Process...
Education
Intuit QuickBooks 2006 — 2011
Advanced Certification, Pro, Premier, POS, Payroll, Enterprise
Villanova 2005 — 2005
Green Belt, Six Sigma
Louisiana State University 1971 — 1975
BS, Computer Science/Economics
Fred J. Weber, CPA, MBA Fred J. Weber, CPA, MBA's B2B CFO® Experience November 2011 - July 2013
Job Chief Financial Officer, Roman Catholic Diocese of Reno, Nevada
Industry Nonprofit Organization Management
Experience
B2B CFO November 2011 - July 2013
Heads & Threads International June 2002 - June 2011
World Minerals May 2000 - June 2002
World Minerals June 1994 - May 2000
Climax Metals (a division of AMAX Inc.) March 1987 - June 1994
Skills
Income Statement, Forecasting, Strategic Financial..., Managerial Finance, Accounting, Budgets, Mergers & Acquisitions, Sarbanes-Oxley Act, Cash Management, Finance, Cross-functional Team..., Treasury Management, Financial Analysis, Human Resources, Analysis, Cash Flow Forecasting, Treasury, Team Building, Strategy, Financial Reporting, Contract Negotiation, Working Capital..., Training, Investments, CPA, Banking Relationships, Internal Controls, Pricing, Executive Management, Accounts Receivable, Credit, Due Diligence, Financial Accounting, Cash Flow, Cost Accounting, Integration, Business Valuation, Sales, Restructuring, Performance Management, Project Management, Management, Auditing, Insurance, Banking, Strategic Planning
Education
State University of New York at Buffalo
MBA, Finance
Niagara University
BBA, Accounting
B2B CFO November 2011 - July 2013
Heads & Threads International June 2002 - June 2011
World Minerals May 2000 - June 2002
World Minerals June 1994 - May 2000
Climax Metals (a division of AMAX Inc.) March 1987 - June 1994
Skills
Income Statement, Forecasting, Strategic Financial..., Managerial Finance, Accounting, Budgets, Mergers & Acquisitions, Sarbanes-Oxley Act, Cash Management, Finance, Cross-functional Team..., Treasury Management, Financial Analysis, Human Resources, Analysis, Cash Flow Forecasting, Treasury, Team Building, Strategy, Financial Reporting, Contract Negotiation, Working Capital..., Training, Investments, CPA, Banking Relationships, Internal Controls, Pricing, Executive Management, Accounts Receivable, Credit, Due Diligence, Financial Accounting, Cash Flow, Cost Accounting, Integration, Business Valuation, Sales, Restructuring, Performance Management, Project Management, Management, Auditing, Insurance, Banking, Strategic Planning
Education
State University of New York at Buffalo
MBA, Finance
Niagara University
BBA, Accounting
Robert Boulanger Robert Boulanger's B2B CFO® Experience July 2011 - Present
Job Partner at B2B CFO
Industry Electrical/Electronic Manufacturing
Experience
B2B CFO July 2011 - Present
Caris Diagnostics 2008 - July 2011
Samsung Telecommunications America 1999 - 2008
National Semiconductor 1997 - 1999
National Semiconductor 1994 - 1997
National Semiconductor 1992 - 1994
National Semiconductor 1988 - 1992
Skills
Cash Management, Enterprise Risk..., Cost Accounting, Forecasting, Accounting, SOX, Cash Flow, Mergers, Financial Analysis, Budgeting, Strategic Planning, Financial Modeling, Process Improvement, Business Strategy, Operations Management, Internal Controls, Accounts Receivable, Start-ups, P&L Management, Accounts Payable, P&L, Financial Planning, Change Management, Business Process..., Team Building, Business Planning, Risk Management, Management Consulting, International Business, Negotiation, Financial Accounting, Financial Reporting, Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Strategic Financial..., Executive Management, Budgets, Cross-functional Team..., Strategy, Managerial Finance, SAP, Analysis, Treasury Management, Management, Income Statement, Corporate Finance, Leadership, Restructuring, Cash Flow Forecasting
Education
Southern New Hampshire University
MBA, MBA
University of Rhode Island - College of Business Administration
Bachelors, Finance
B2B CFO July 2011 - Present
Caris Diagnostics 2008 - July 2011
Samsung Telecommunications America 1999 - 2008
National Semiconductor 1997 - 1999
National Semiconductor 1994 - 1997
National Semiconductor 1992 - 1994
National Semiconductor 1988 - 1992
Skills
Cash Management, Enterprise Risk..., Cost Accounting, Forecasting, Accounting, SOX, Cash Flow, Mergers, Financial Analysis, Budgeting, Strategic Planning, Financial Modeling, Process Improvement, Business Strategy, Operations Management, Internal Controls, Accounts Receivable, Start-ups, P&L Management, Accounts Payable, P&L, Financial Planning, Change Management, Business Process..., Team Building, Business Planning, Risk Management, Management Consulting, International Business, Negotiation, Financial Accounting, Financial Reporting, Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Strategic Financial..., Executive Management, Budgets, Cross-functional Team..., Strategy, Managerial Finance, SAP, Analysis, Treasury Management, Management, Income Statement, Corporate Finance, Leadership, Restructuring, Cash Flow Forecasting
Education
Southern New Hampshire University
MBA, MBA
University of Rhode Island - College of Business Administration
Bachelors, Finance
Patrick Cowan Patrick Cowan's B2B CFO® Experience February 2011 - September 2012
Job Chief Financial Officer at Advance Ready Mix Concrete, Inc.
Industry Financial Services
Experience
Advance Ready Mix Concrete, Inc. October 2012 - Present
B2B CFO February 2011 - September 2012
Advanced Global Communications February 2005 - November 2010
Toshiba Business Solutions August 2001 - November 2004
Pioneer Southwest January 1998 - December 2000
Pioneer Roofing Tile, Inc. September 1986 - December 1998
David E Webb & Company January 1984 - September 1986
Skills
Acquisitions, Change Management, SWOT analysis, Mergers, Business Process..., Managerial Finance, Financial Reporting, Income Statement, Financial Analysis, Forecasting, Due Diligence, Financial Accounting, Cash Flow, Cash Flow Forecasting, Executive Management, Mergers & Acquisitions, Start-ups, Cash Management, Corporate Finance, Internal Controls, Accounting, Banking, Banking Relationships, Cross-functional Team..., Working Capital..., Strategic Planning, Finance, Restructuring, Financial Modeling, Business Planning, Management, Budgets, Leadership
Education
Southeastern Oklahoma State University 1981 — 1983
BS, Management and Accounting
University of California, Riverside 1974 — 1974
Advance Ready Mix Concrete, Inc. October 2012 - Present
B2B CFO February 2011 - September 2012
Advanced Global Communications February 2005 - November 2010
Toshiba Business Solutions August 2001 - November 2004
Pioneer Southwest January 1998 - December 2000
Pioneer Roofing Tile, Inc. September 1986 - December 1998
David E Webb & Company January 1984 - September 1986
Skills
Acquisitions, Change Management, SWOT analysis, Mergers, Business Process..., Managerial Finance, Financial Reporting, Income Statement, Financial Analysis, Forecasting, Due Diligence, Financial Accounting, Cash Flow, Cash Flow Forecasting, Executive Management, Mergers & Acquisitions, Start-ups, Cash Management, Corporate Finance, Internal Controls, Accounting, Banking, Banking Relationships, Cross-functional Team..., Working Capital..., Strategic Planning, Finance, Restructuring, Financial Modeling, Business Planning, Management, Budgets, Leadership
Education
Southeastern Oklahoma State University 1981 — 1983
BS, Management and Accounting
University of California, Riverside 1974 — 1974
Bruce Benes's B2B CFO® Experience December 2010 - Present
Job Partner at B2B CFO
Industry Financial Services
Experience
B2B CFO December 2010 - Present
Burcamp Steel October 2009 - January 2011
Crist Industries October 2008 - October 2009
Woods Restoration August 2007 - July 2008
InStar Services Group June 2005 - July 2007
Flagship Services Group December 2000 - June 2005
AAPL- American Association of Professional Landmen March 1998 - November 2000
Electrical Apparatus Service Association, Inc. November 1995 - March 1998
I-CAR January 1990 - November 1995
ADP Dealer Services June 1982 - January 1990
Skills
Strategic Planning, Cash Flow, Accounting, Quickbooks, Executive Management, Mergers, Financial Analysis, Budgeting, Forecasting, Process Improvement, Financial Reporting, Financial Planning, Financial Management, Cash Management, Start-ups, Internal Controls, Business Planning, Contract Negotiation, Business Strategy, Financial Modeling, P&L, Banking, Private Equity, Restructuring, Small Business, Operations Management, Manufacturing, Planning, Construction, QuickBooks, Budgets, Managerial Finance, Strategic Financial..., Income Statement, Mergers & Acquisitions, Finance, Risk Management, Working Capital..., Management, Project Planning, Analysis, Auditing, Leadership, Entrepreneurship, Due Diligence, Venture Capital, Sales, Corporate Finance, Acquisition Integration, Strategy
Education
Keller Graduate School of Management of DeVry University 1994 — 1999
Miami University 1978 — 1982
BS Bus
B2B CFO December 2010 - Present
Burcamp Steel October 2009 - January 2011
Crist Industries October 2008 - October 2009
Woods Restoration August 2007 - July 2008
InStar Services Group June 2005 - July 2007
Flagship Services Group December 2000 - June 2005
AAPL- American Association of Professional Landmen March 1998 - November 2000
Electrical Apparatus Service Association, Inc. November 1995 - March 1998
I-CAR January 1990 - November 1995
ADP Dealer Services June 1982 - January 1990
Skills
Strategic Planning, Cash Flow, Accounting, Quickbooks, Executive Management, Mergers, Financial Analysis, Budgeting, Forecasting, Process Improvement, Financial Reporting, Financial Planning, Financial Management, Cash Management, Start-ups, Internal Controls, Business Planning, Contract Negotiation, Business Strategy, Financial Modeling, P&L, Banking, Private Equity, Restructuring, Small Business, Operations Management, Manufacturing, Planning, Construction, QuickBooks, Budgets, Managerial Finance, Strategic Financial..., Income Statement, Mergers & Acquisitions, Finance, Risk Management, Working Capital..., Management, Project Planning, Analysis, Auditing, Leadership, Entrepreneurship, Due Diligence, Venture Capital, Sales, Corporate Finance, Acquisition Integration, Strategy
Education
Keller Graduate School of Management of DeVry University 1994 — 1999
Miami University 1978 — 1982
BS Bus
Edward Millman's B2B CFO® Experience 2012 - 2013
Job Financial Executive
Industry Financial Services
Experience
Engineered Specialty Products, Inc. 2013 - Present
B2B CFO® 2012 - 2013
New Orleans Exchange 2008 - 2012
Allconnect 2000 - 2006
Ticketmaster Entertainment 1999 - 2000
Advanta 1989 - 1999
Education
Drexel University 2001 — 2004
BS, .
University of Pennsylvania - The Wharton School
MBA
Engineered Specialty Products, Inc. 2013 - Present
B2B CFO® 2012 - 2013
New Orleans Exchange 2008 - 2012
Allconnect 2000 - 2006
Ticketmaster Entertainment 1999 - 2000
Advanta 1989 - 1999
Education
Drexel University 2001 — 2004
BS, .
University of Pennsylvania - The Wharton School
MBA
Loretta Razny Loretta Razny's B2B CFO® Experience December 2010 - October 2011
Job Executive Search Consultant at Lucas Group
Industry Financial Services
Experience
Lucas Group October 2011 - Present
B2B CFO December 2010 - October 2011
Masco Contractor Services November 2006 - July 2008
Integrated Services Co/Alliant Energy Corp. January 1999 - March 2005
Helene Curtis / Unilever 1985 - 1998
American Hospital Supply 1979 - 1985
Arthur Andersen 1977 - 1979
Skills
Mergers, Financial Reporting, Strategic Planning, Program Management, Accounting, Auditing, Sales, Management, Manufacturing, Business Strategy, Business Development, Recruiting, Mergers & Acquisitions, Strategy, Project Management, Budgets, Risk Management, Executive Management, Management Consulting, Process Improvement, Leadership, Cash Flow, New Business Development, Coaching, Forecasting, Finance, Corporate Finance, Internal Audit, Small Business, Financial Analysis, Executive Search, Business Process..., Business Planning, Start-ups, Managerial Finance, Human Resources, Financial Modeling, Due Diligence, Sarbanes-Oxley Act, Change Management, Analysis
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MM, Business
St. Mary University Winona
Lucas Group October 2011 - Present
B2B CFO December 2010 - October 2011
Masco Contractor Services November 2006 - July 2008
Integrated Services Co/Alliant Energy Corp. January 1999 - March 2005
Helene Curtis / Unilever 1985 - 1998
American Hospital Supply 1979 - 1985
Arthur Andersen 1977 - 1979
Skills
Mergers, Financial Reporting, Strategic Planning, Program Management, Accounting, Auditing, Sales, Management, Manufacturing, Business Strategy, Business Development, Recruiting, Mergers & Acquisitions, Strategy, Project Management, Budgets, Risk Management, Executive Management, Management Consulting, Process Improvement, Leadership, Cash Flow, New Business Development, Coaching, Forecasting, Finance, Corporate Finance, Internal Audit, Small Business, Financial Analysis, Executive Search, Business Process..., Business Planning, Start-ups, Managerial Finance, Human Resources, Financial Modeling, Due Diligence, Sarbanes-Oxley Act, Change Management, Analysis
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MM, Business
St. Mary University Winona
Jeffrey Appleman Jeffrey Appleman's B2B CFO® Experience December 2010 - Present
Job Partner at B2B CFO
Industry Management Consulting
Experience
B2B CFO December 2010 - Present
Love and Quiches Desserts 2005 - 2010
Samuel Feldman Lumber Co. Inc. 2003 - 2005
Standard Folding Cartons, Inc. 1993 - 2002
Skills
Managerial Finance, Financial Reporting, Accounting, Budgets, Risk Management, Business Strategy, Process Improvement, Strategic Planning, Cash Flow, Financial Analysis, Business Planning, Cost Accounting, Forecasting, Financial Modeling, Start-ups, Cash Management, Banking, Small Business, Manufacturing, Profit Maximization, Restructuring, Financial Accounting, Financial Planning, Financial Management, Budgeting, Cash Flow Management, Profit Improvement, SEC filings, Management Consulting, Management, Strategy, Mergers & Acquisitions, Finance, Due Diligence, Executive Management, Corporate Finance, Negotiation, Internal Controls, Entrepreneurship, Financial Audits, Strategic Financial..., Working Capital..., Banking Relationships
Education
City University of New York-Baruch College 1977 — 1979
BBA, ACCOUNTING
B2B CFO December 2010 - Present
Love and Quiches Desserts 2005 - 2010
Samuel Feldman Lumber Co. Inc. 2003 - 2005
Standard Folding Cartons, Inc. 1993 - 2002
Skills
Managerial Finance, Financial Reporting, Accounting, Budgets, Risk Management, Business Strategy, Process Improvement, Strategic Planning, Cash Flow, Financial Analysis, Business Planning, Cost Accounting, Forecasting, Financial Modeling, Start-ups, Cash Management, Banking, Small Business, Manufacturing, Profit Maximization, Restructuring, Financial Accounting, Financial Planning, Financial Management, Budgeting, Cash Flow Management, Profit Improvement, SEC filings, Management Consulting, Management, Strategy, Mergers & Acquisitions, Finance, Due Diligence, Executive Management, Corporate Finance, Negotiation, Internal Controls, Entrepreneurship, Financial Audits, Strategic Financial..., Working Capital..., Banking Relationships
Education
City University of New York-Baruch College 1977 — 1979
BBA, ACCOUNTING
Ron Baker Ron Baker's B2B CFO® Experience July 2010 - Present
Job Partner at B2B CFO
Industry Financial Services
Experience
B2B CFO July 2010 - Present
Universal Screen Arts, Inc. July 2006 - March 2010
Omega Polymer Technologies, Inc. May 2005 - July 2006
Omega Polymer Technologies, Inc. February 2002 - May 2005
Marconi Americas March 1999 - January 2002
RELTEC Corporation August 1995 - March 1999
Reliance Electric Company 1978 - 1995
Skills
Part Time CFO, Cash Flow, Cash Flow Forecasting, Forecasting, Managerial Finance, Financial Analysis, Accounting, Mergers, Private Equity, Finance, Business Planning, Risk Management, Start-ups, Mergers & Acquisitions, Budgets, Strategy, Banking, Leadership, Restructuring, Working Capital..., Loans, Strategic Planning, Cash Management, Internal Controls, Financial Modeling, Due Diligence, Divestitures, Strategic Financial..., Management, Corporate Finance, Financial Reporting, Executive Management, Business Valuation, Cost Accounting, Acquisition Integration, Treasury Management, Valuation
Education
Lake Erie College
Weatherhead School of Management at Case Western Reserve University
MBA, Finance
B2B CFO July 2010 - Present
Universal Screen Arts, Inc. July 2006 - March 2010
Omega Polymer Technologies, Inc. May 2005 - July 2006
Omega Polymer Technologies, Inc. February 2002 - May 2005
Marconi Americas March 1999 - January 2002
RELTEC Corporation August 1995 - March 1999
Reliance Electric Company 1978 - 1995
Skills
Part Time CFO, Cash Flow, Cash Flow Forecasting, Forecasting, Managerial Finance, Financial Analysis, Accounting, Mergers, Private Equity, Finance, Business Planning, Risk Management, Start-ups, Mergers & Acquisitions, Budgets, Strategy, Banking, Leadership, Restructuring, Working Capital..., Loans, Strategic Planning, Cash Management, Internal Controls, Financial Modeling, Due Diligence, Divestitures, Strategic Financial..., Management, Corporate Finance, Financial Reporting, Executive Management, Business Valuation, Cost Accounting, Acquisition Integration, Treasury Management, Valuation
Education
Lake Erie College
Weatherhead School of Management at Case Western Reserve University
MBA, Finance
Richard Kluger's B2B CFO® Experience December 2010 - December 2011
Job Controller at Zidan Management Group, Inc
Industry Accounting
Experience
Zidan Management Group, Inc February 2014 - Present
Sommer Metalcraft April 2012 - July 2013
The Kaizen Controller January 2012 - March 2012
B2B CFO December 2010 - December 2011
Ratio Architects 2007 - 2010
Herman & Kittle Properties, Inc. 1999 - 2007
Toyoshima Indiana, Inc. 1996 - 1999
Skills
Income Statement, Project Management, Cash Flow, Budgets, Staff Development, Forecasting, Accounting, Leadership, Financial Reporting, Strategic Planning, Accounts Receivable, Banking, Managerial Finance, Management, Finance, Process Improvement, Cash Management, Executive Management, P&L, Financial Analysis, Internal Controls, ERP, Analysis, Accounts Payable
Education
Butler University - College of Business Administration 1981 — 1985
Bachelors, Accounting
Zidan Management Group, Inc February 2014 - Present
Sommer Metalcraft April 2012 - July 2013
The Kaizen Controller January 2012 - March 2012
B2B CFO December 2010 - December 2011
Ratio Architects 2007 - 2010
Herman & Kittle Properties, Inc. 1999 - 2007
Toyoshima Indiana, Inc. 1996 - 1999
Skills
Income Statement, Project Management, Cash Flow, Budgets, Staff Development, Forecasting, Accounting, Leadership, Financial Reporting, Strategic Planning, Accounts Receivable, Banking, Managerial Finance, Management, Finance, Process Improvement, Cash Management, Executive Management, P&L, Financial Analysis, Internal Controls, ERP, Analysis, Accounts Payable
Education
Butler University - College of Business Administration 1981 — 1985
Bachelors, Accounting
Darrell Jean Darrell Jean's B2B CFO® Experience February 2010 - June 2012
Job Senior Financial Executive / CFO
Industry Financial Services
Experience
Shale - Inland Holdings LLC June 2012 - March 2013
B2B CFO February 2010 - June 2012
Morton Metalcraft, Inc. December 2008 - March 2009
Mueller Water Products August 1999 - November 2005
Mueller Company June 1994 - August 1999
Mueller Company March 1991 - June 1994
Mueller Company May 1987 - March 1991
Olin Corporation March 1984 - May 1987
HBE Corporation January 1981 - March 1984
Skills
Financial Reporting, Finance, Accounting, Private Equity, Tax, Strategic Planning, Cash Management, Cash Flow, Treasury Management, Working Capital..., Business Strategy, Mergers, Banking Relationships, Financial Analysis, Capital Raising, Due Diligence, Cash Flow Forecasting, SEC filings, Managerial Finance, Mergers
Education
Southern Illinois University, Carbondale 1976 — 1980
BS, Accounting
Shale - Inland Holdings LLC June 2012 - March 2013
B2B CFO February 2010 - June 2012
Morton Metalcraft, Inc. December 2008 - March 2009
Mueller Water Products August 1999 - November 2005
Mueller Company June 1994 - August 1999
Mueller Company March 1991 - June 1994
Mueller Company May 1987 - March 1991
Olin Corporation March 1984 - May 1987
HBE Corporation January 1981 - March 1984
Skills
Financial Reporting, Finance, Accounting, Private Equity, Tax, Strategic Planning, Cash Management, Cash Flow, Treasury Management, Working Capital..., Business Strategy, Mergers, Banking Relationships, Financial Analysis, Capital Raising, Due Diligence, Cash Flow Forecasting, SEC filings, Managerial Finance, Mergers
Education
Southern Illinois University, Carbondale 1976 — 1980
BS, Accounting
Dave Evins Dave Evins's B2B CFO® Experience March 2010 - Present
Job CFO, Controller, VP Finance | Open to new opportunities
Industry Consumer Goods
Experience
CFO, Controller, VP Finance Leadership in the Tampa/St. Petersburg, Florida Area 2013 - Present
B2B CFO® March 2010 - Present
Prince Sports, Inc July 2003 - May 2009
MARINE ACCESSORIES CORPORATION September 2000 - July 2003
Chris-Craft Corporation 1999 - 2000
Gencorp 1989 - 1993
Gencorp 1989 - 1993
Skills
Financial Reporting, Financial Analysis, Due Diligence, Mergers, Strategic Financial..., Budgets, CFOs, COOs, Finance Function..., Finance Transformation, Controllership Functions, Financial Process..., Leading Organizational..., Financial Services, Acquisitions, Cash Management, Operations Management, Cost Accounting, Part Time CFO, Business Planning, Financial Accounting, Budget Forecasts, B2B, Cost Management, Acquisition Integration, Key Performance..., Performance Improvement, IT Operations, Management Consulting, Asset Based Lending, Mergers & Acquisitions, Finance, Cash Flow, Internal Controls, Working Capital..., Auditing, Restructuring, Human Resources, SEC filings, Process Improvement, Analysis, Accounting, Leadership, Management, Managerial Finance, Strategic Planning, Executive Management, P&L, Forecasting, Cash Flow Forecasting
Education
Arizona State University, W. P. Carey School of Business 1978 — 1979
Master of Business Administration (MBA)
CFO, Controller, VP Finance Leadership in the Tampa/St. Petersburg, Florida Area 2013 - Present
B2B CFO® March 2010 - Present
Prince Sports, Inc July 2003 - May 2009
MARINE ACCESSORIES CORPORATION September 2000 - July 2003
Chris-Craft Corporation 1999 - 2000
Gencorp 1989 - 1993
Gencorp 1989 - 1993
Skills
Financial Reporting, Financial Analysis, Due Diligence, Mergers, Strategic Financial..., Budgets, CFOs, COOs, Finance Function..., Finance Transformation, Controllership Functions, Financial Process..., Leading Organizational..., Financial Services, Acquisitions, Cash Management, Operations Management, Cost Accounting, Part Time CFO, Business Planning, Financial Accounting, Budget Forecasts, B2B, Cost Management, Acquisition Integration, Key Performance..., Performance Improvement, IT Operations, Management Consulting, Asset Based Lending, Mergers & Acquisitions, Finance, Cash Flow, Internal Controls, Working Capital..., Auditing, Restructuring, Human Resources, SEC filings, Process Improvement, Analysis, Accounting, Leadership, Management, Managerial Finance, Strategic Planning, Executive Management, P&L, Forecasting, Cash Flow Forecasting
Education
Arizona State University, W. P. Carey School of Business 1978 — 1979
Master of Business Administration (MBA)
Ron Pyke Ron Pyke's B2B CFO® Experience January 2010 - November 2012
Job Experienced CFO level services for privately held companies without a full time CFO
Industry Financial Services
Experience
Ronald A. Pyke, CPA CFO December 2012 - Present
B2B CFO® January 2010 - November 2012
Austin Industies, Inc. October 2007 - May 2009
Staton Holdings, Inc. January 2007 - September 2007
Previous experience January 1981 - December 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Cash Management, Cash Flow, Cash Flow Forecasting, Managerial Finance, Banking Relationships, Budgets, Working Capital..., Risk Management, Internal Controls, Financial Modeling, CPA, Strategic Financial..., Due Diligence, Strategic Planning, Capital Budgeting, Small Business, General Ledger, Process Improvement, Financial Accounting, Executive Management, GAAP, Auditing, Credit, Banking, Financial Statements, Cost Accounting, Strategy, Leadership, Corporate Finance, Mergers, Management, Finance, Mergers & Acquisitions, Treasury Management, Treasury, US GAAP, Business Valuation, Analysis, Business Planning, Business Strategy, Start-ups
Education
Michigan State University 1976 — 1980
BA, Accounting
Ronald A. Pyke, CPA CFO December 2012 - Present
B2B CFO® January 2010 - November 2012
Austin Industies, Inc. October 2007 - May 2009
Staton Holdings, Inc. January 2007 - September 2007
Previous experience January 1981 - December 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Cash Management, Cash Flow, Cash Flow Forecasting, Managerial Finance, Banking Relationships, Budgets, Working Capital..., Risk Management, Internal Controls, Financial Modeling, CPA, Strategic Financial..., Due Diligence, Strategic Planning, Capital Budgeting, Small Business, General Ledger, Process Improvement, Financial Accounting, Executive Management, GAAP, Auditing, Credit, Banking, Financial Statements, Cost Accounting, Strategy, Leadership, Corporate Finance, Mergers, Management, Finance, Mergers & Acquisitions, Treasury Management, Treasury, US GAAP, Business Valuation, Analysis, Business Planning, Business Strategy, Start-ups
Education
Michigan State University 1976 — 1980
BA, Accounting
Thomas Coffey, CPA Thomas Coffey, CPA's B2B CFO® Experience 2005 - 2015
Job Managing Partner at Philly CFO
Industry Management Consulting
Experience
Philly CFO 2015 - Present
Yarmouth Venture Group 2013 - March 2015
B2B CFO 2005 - 2015
Westmoreland Coal Company May 2000 - May 2012
Unisys Corporation April 1998 - May 2005
Intelligent Electronics, Inc. July 1995 - November 1997
KPMG US 1985 - 1995
Skills
Mergers, Cash Flow, Due Diligence, Restructuring, Divestitures, Budgeting, Corporate Finance, Cash Management, IPO, Private Equity, Venture Capital, Financial Management, Working Capital..., Cash Flow Forecasting, Debt, Executive Management, Financial Analysis, Financial Modeling, Valuation, Accounting, Managerial Finance, Leadership, Mergers & Acquisitions, Budgets, Internal Controls, Tax, Internal Audit, Financial Reporting, Acquisitions, Turn Around Management, Strategic Planning, Strategy, Business Development, Treasury Management, SEC filings, Forecasting, Finance, Management, Acquisition Integration, Corporate Governance, Sarbanes-Oxley Act, Strategic Financial..., US GAAP, GAAP, CPA, Business Valuation, Financial Accounting, Cost Accounting, Consolidation, Financial Forecasting
Education
Drexel University
MBA, Finance & Accounting
Drexel University
BS, Finance & Accouting
University of Pennsylvania - The Wharton School
KPMG International Partner Development Program
Harvard University
KPMG Partner Development Program
Philly CFO 2015 - Present
Yarmouth Venture Group 2013 - March 2015
B2B CFO 2005 - 2015
Westmoreland Coal Company May 2000 - May 2012
Unisys Corporation April 1998 - May 2005
Intelligent Electronics, Inc. July 1995 - November 1997
KPMG US 1985 - 1995
Skills
Mergers, Cash Flow, Due Diligence, Restructuring, Divestitures, Budgeting, Corporate Finance, Cash Management, IPO, Private Equity, Venture Capital, Financial Management, Working Capital..., Cash Flow Forecasting, Debt, Executive Management, Financial Analysis, Financial Modeling, Valuation, Accounting, Managerial Finance, Leadership, Mergers & Acquisitions, Budgets, Internal Controls, Tax, Internal Audit, Financial Reporting, Acquisitions, Turn Around Management, Strategic Planning, Strategy, Business Development, Treasury Management, SEC filings, Forecasting, Finance, Management, Acquisition Integration, Corporate Governance, Sarbanes-Oxley Act, Strategic Financial..., US GAAP, GAAP, CPA, Business Valuation, Financial Accounting, Cost Accounting, Consolidation, Financial Forecasting
Education
Drexel University
MBA, Finance & Accounting
Drexel University
BS, Finance & Accouting
University of Pennsylvania - The Wharton School
KPMG International Partner Development Program
Harvard University
KPMG Partner Development Program
Donald Lundbom Donald Lundbom's B2B CFO® Experience 2009 - Present
Job Partner, Certified Business Transition Expert, B2B CFO
Industry Management Consulting
Experience
B2B CFO 2009 - Present
Salt Lake Community College 2014 - 2015
Precept LLC 2007 - 2009
Pepper Viner Management Co 2006 - 2007
KB HOME Tucson 2002 - 2004
Alcoa Fasteners 1999 - 2002
Gear Products 1996 - 1999
Blount International 1981 - 1999
Skills
Project Planning, Consulting, Managerial Finance, Strategic Planning, Process Improvement, Strategic Financial..., Mergers & Acquisitions, Cash Flow, Business Planning, Start-ups, Cash Flow Forecasting, Mergers, Due Diligence, Finance, Banking, Financial Analysis, Management, Loans, Real Estate Development, Financial Modeling, Internal Controls, Cash Management, Manufacturing, Strategy, Business Strategy, Financial Reporting, Executive Management, Restructuring, Corporate Finance, Budgets, Working Capital..., Accounting, Private Equity, Recruiting, Forecasting, SEC filings, Cost Accounting, Business Valuation
Education
Auburn University at Montgomery 1979 — 1981
MBA
Auburn University, College of Business 1970 — 1974
BS
Lanier HS
B2B CFO 2009 - Present
Salt Lake Community College 2014 - 2015
Precept LLC 2007 - 2009
Pepper Viner Management Co 2006 - 2007
KB HOME Tucson 2002 - 2004
Alcoa Fasteners 1999 - 2002
Gear Products 1996 - 1999
Blount International 1981 - 1999
Skills
Project Planning, Consulting, Managerial Finance, Strategic Planning, Process Improvement, Strategic Financial..., Mergers & Acquisitions, Cash Flow, Business Planning, Start-ups, Cash Flow Forecasting, Mergers, Due Diligence, Finance, Banking, Financial Analysis, Management, Loans, Real Estate Development, Financial Modeling, Internal Controls, Cash Management, Manufacturing, Strategy, Business Strategy, Financial Reporting, Executive Management, Restructuring, Corporate Finance, Budgets, Working Capital..., Accounting, Private Equity, Recruiting, Forecasting, SEC filings, Cost Accounting, Business Valuation
Education
Auburn University at Montgomery 1979 — 1981
MBA
Auburn University, College of Business 1970 — 1974
BS
Lanier HS
Manus O'Donnell Manus O'Donnell's B2B CFO® Experience 2009 - October 2010
Job at MOD Associates
Industry Financial Services
Experience
Retired and enjoying Life. 2014 - Present
MOD Associates 2010 - 2014
B2B CFO 2009 - October 2010
independent management consulting firm 1997 - 2009
Lynton Group, Inc 1995 - 1997
Clinical Homecare, Ltd. 1991 - 1994
Biomatrix, Inc. 1987 - 1990
Schering-Plough Corp. 1980 - 1986
Skills
Financial Analysis, Strategic Planning, Start-ups, Strategy, Business Planning, Finance, Executive Management, Financial Modeling, Restructuring, Mergers & Acquisitions
Education
Texas State Board of Certified Public Accountants
CPA, Auditing, accounting, finance
Columbia University - Columbia Business School
MBA, Finance, marketing
Institute of Chartered Accountants in Ireland 1961 — 1966
FCA, Auditing and accounting
Retired and enjoying Life. 2014 - Present
MOD Associates 2010 - 2014
B2B CFO 2009 - October 2010
independent management consulting firm 1997 - 2009
Lynton Group, Inc 1995 - 1997
Clinical Homecare, Ltd. 1991 - 1994
Biomatrix, Inc. 1987 - 1990
Schering-Plough Corp. 1980 - 1986
Skills
Financial Analysis, Strategic Planning, Start-ups, Strategy, Business Planning, Finance, Executive Management, Financial Modeling, Restructuring, Mergers & Acquisitions
Education
Texas State Board of Certified Public Accountants
CPA, Auditing, accounting, finance
Columbia University - Columbia Business School
MBA, Finance, marketing
Institute of Chartered Accountants in Ireland 1961 — 1966
FCA, Auditing and accounting
Paul Shackford Paul Shackford's B2B CFO® Experience 2007 - May 2011
Job Chief Financial Officer at The Episcopal Diocese of Newark
Industry Religious Institutions
Experience
The Episcopal Diocese of Newark May 2011 - Present
B2B CFO® 2007 - May 2011
AlphaGraphics 2001 - 2007
AMERICAN STOCK EXCHANGE 1996 - 1999
Park Electrochemical Corp. 1995 - 1996
Equitable Bag Company 1991 - 1995
WMS Gaming 1987 - 1991
NEW YORK YANKEES 1987 - 1987
REVLON 1980 - 1987
KPMG PEAT MARWICK 1972 - 1980
Skills
Small Business, Mergers, Accounting, Managerial Finance, Strategic Planning, Financial Reporting, Start-ups, Strategic Financial..., Financial Analysis, Business Planning, Budgets, Executive Management, Mergers & Acquisitions, Internal Controls, Auditing, Business Strategy, Finance, Accounts Receivable, Working Capital..., Entrepreneurship, Management, Internal Audit
Education
Franklin & Marshall College 1968 — 1972
A.B., Accounting
Gardner High School, Gardner, MA
The Episcopal Diocese of Newark May 2011 - Present
B2B CFO® 2007 - May 2011
AlphaGraphics 2001 - 2007
AMERICAN STOCK EXCHANGE 1996 - 1999
Park Electrochemical Corp. 1995 - 1996
Equitable Bag Company 1991 - 1995
WMS Gaming 1987 - 1991
NEW YORK YANKEES 1987 - 1987
REVLON 1980 - 1987
KPMG PEAT MARWICK 1972 - 1980
Skills
Small Business, Mergers, Accounting, Managerial Finance, Strategic Planning, Financial Reporting, Start-ups, Strategic Financial..., Financial Analysis, Business Planning, Budgets, Executive Management, Mergers & Acquisitions, Internal Controls, Auditing, Business Strategy, Finance, Accounts Receivable, Working Capital..., Entrepreneurship, Management, Internal Audit
Education
Franklin & Marshall College 1968 — 1972
A.B., Accounting
Gardner High School, Gardner, MA
Stan Feagler Stan Feagler's B2B CFO® Experience January 2015 - Present
Job Partner B2B CFO®
Industry Financial Services
Experience
B2B CFO® January 2015 - Present
SRF Financial LLC February 2013 - December 2014
PureWest Christie's, Grubb & Ellis December 2009 - February 2013
Paradise Valley Development June 2005 - December 2009
Abercrombie & Kent January 1989 - June 2005
Continental Bank 1983 - 1989
Arthur Andersen 1980 - 1983
Skills
Financial Analysis, Financial Reporting, Investment Properties, Real Estate Development, Residential Homes, Corporate M&A, Capital Structure, Commercial Banking, Operational Due...
Education
Southern Methodist University - Cox School of Business 1979 — 1980
MBA, Finance
Trinity University 1974 — 1979
Batchlor of Science, Chemistry
B2B CFO® January 2015 - Present
SRF Financial LLC February 2013 - December 2014
PureWest Christie's, Grubb & Ellis December 2009 - February 2013
Paradise Valley Development June 2005 - December 2009
Abercrombie & Kent January 1989 - June 2005
Continental Bank 1983 - 1989
Arthur Andersen 1980 - 1983
Skills
Financial Analysis, Financial Reporting, Investment Properties, Real Estate Development, Residential Homes, Corporate M&A, Capital Structure, Commercial Banking, Operational Due...
Education
Southern Methodist University - Cox School of Business 1979 — 1980
MBA, Finance
Trinity University 1974 — 1979
Batchlor of Science, Chemistry
Ralph Brown Ralph Brown's B2B CFO® Experience November 2012 - Present
Job CPA CFE Certified Business Transition Expert™
Industry Accounting
Experience
B2B CFO November 2012 - Present
River Rock Casino January 2012 - November 2012
Hoosier Park February 2009 - August 2011
Argosy Resort & Casino November 1997 - November 2008
Treasure Chest Casino July 1994 - August 1996
Ralph Brown Consulting January 1991 - June 1994
Boyd Gaming March 1985 - August 1990
Tropicana Resort & Casino December 1979 - March 1985
Deloitte May 1974 - December 1979
Skills
Certified Public..., Casino, Gaming Industry, Budgets, Hospitality, Accounting, Forecasting, Financial Analysis, Resorts, Hotels, Gaming, Payroll, Strategic Planning, Leadership, GAAP, Internal Controls, Financial Reporting, Strategic Financial..., Auditing, Team Building, SEC filings, CPA, Business Strategy, Loyalty Marketing, Cash Flow Forecasting, Food, Casino Gaming, Cash Management, Pre-opening, Hospitality Industry, Sarbanes-Oxley Act
Education
Oklahoma State University 1970 — 1974
Accounting
B2B CFO November 2012 - Present
River Rock Casino January 2012 - November 2012
Hoosier Park February 2009 - August 2011
Argosy Resort & Casino November 1997 - November 2008
Treasure Chest Casino July 1994 - August 1996
Ralph Brown Consulting January 1991 - June 1994
Boyd Gaming March 1985 - August 1990
Tropicana Resort & Casino December 1979 - March 1985
Deloitte May 1974 - December 1979
Skills
Certified Public..., Casino, Gaming Industry, Budgets, Hospitality, Accounting, Forecasting, Financial Analysis, Resorts, Hotels, Gaming, Payroll, Strategic Planning, Leadership, GAAP, Internal Controls, Financial Reporting, Strategic Financial..., Auditing, Team Building, SEC filings, CPA, Business Strategy, Loyalty Marketing, Cash Flow Forecasting, Food, Casino Gaming, Cash Management, Pre-opening, Hospitality Industry, Sarbanes-Oxley Act
Education
Oklahoma State University 1970 — 1974
Accounting
Bill Anuszewski Bill Anuszewski's B2B CFO® Experience June 2013 - Present
Job Partner at B2B CFO®, Certified Business Transition Expert™
Industry Financial Services
Experience
B2B CFO® June 2013 - Present
Sport Obermeyer July 2008 - May 2013
Aspen School District No. 1 RE May 2003 - June 2008
First Data Corporation 1990 - 2001
Manufacturers Hanover Trust 1983 - 1990
Education
Hofstra University
Master of Business Administration (M.B.A.), Banking and Finance
Long Island University
Bachelor of Science (B.S.), Summa Cum Laude, Finance
State University of New York
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
B2B CFO® June 2013 - Present
Sport Obermeyer July 2008 - May 2013
Aspen School District No. 1 RE May 2003 - June 2008
First Data Corporation 1990 - 2001
Manufacturers Hanover Trust 1983 - 1990
Education
Hofstra University
Master of Business Administration (M.B.A.), Banking and Finance
Long Island University
Bachelor of Science (B.S.), Summa Cum Laude, Finance
State University of New York
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Steven Tabor Steven Tabor's B2B CFO® Experience August 2013 - Present
Job Partner at B2B CFO
Industry Financial Services
Experience
B2B CFO August 2013 - Present
Steven F. Tabor, CPA, MBA April 2013 - July 2013
Fritz Duda Company May 1994 - March 2013
Joseph Real Estate Services May 1987 - April 1994
Joseph Lumber Company March 1977 - April 1987
Skills
Real Estate Finance, Real Estate Investment, Due Diligence, Real Estate Financing, Disposition, Brokerage, Land Acquisition, Real Estate Development, Real Estate Transactions, Leases, Acquisitions, Corporate Real Estate, Capital, Real Estate, Location Intelligence, Property Management, Real Estate Economics, Asset Managment, Investors, Valuation, Commercial Real Estate, Financial Analysis, Investments, Private Equity, Mergers & Acquisitions, Cash Flow, Forecasting, Finance, Asset Management, Investment Properties, Business Networking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1986
MBA, Real Estate Finance
University of Illinois at Chicago 1972 — 1976
BS, Accounting
B2B CFO August 2013 - Present
Steven F. Tabor, CPA, MBA April 2013 - July 2013
Fritz Duda Company May 1994 - March 2013
Joseph Real Estate Services May 1987 - April 1994
Joseph Lumber Company March 1977 - April 1987
Skills
Real Estate Finance, Real Estate Investment, Due Diligence, Real Estate Financing, Disposition, Brokerage, Land Acquisition, Real Estate Development, Real Estate Transactions, Leases, Acquisitions, Corporate Real Estate, Capital, Real Estate, Location Intelligence, Property Management, Real Estate Economics, Asset Managment, Investors, Valuation, Commercial Real Estate, Financial Analysis, Investments, Private Equity, Mergers & Acquisitions, Cash Flow, Forecasting, Finance, Asset Management, Investment Properties, Business Networking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1986
MBA, Real Estate Finance
University of Illinois at Chicago 1972 — 1976
BS, Accounting
Kathryn Kate Sterner Kathryn Kate Sterner's B2B CFO® Experience April 2014 - Present
Job Partner, Certified Business Transition Expert™ at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® April 2014 - Present
Sterner LLC January 2013 - April 2014
Korn/Ferry Leadership and Talent Consulting January 2009 - December 2012
Lominger International, a Korn/Ferry Company August 2006 - December 2012
Lominger Limited, Inc. January 2002 - August 2006
Sirius Financial and Sirius Capital 1998 - 2002
Gelco Information Network 1995 - 1998
Korn Ferry International 1994 - 1995
US Bank 1988 - 1994
Deloitte Haskins & Sells 1985 - 1987
Skills
Finance, Process Improvement, Change Management, Strategic Planning, Business Planning, Due Diligence, Acquisition Integration, Competitive Analysis, Forecasting, Financial Modeling, Project Management, Banking, Business Process..., Restructuring, Management, Leadership, Analysis, Budgets, Business Analysis, Management Consulting, Entrepreneurship, Marketing Strategy, Mergers & Acquisitions, Business Development, Business Strategy, Consulting, Data Analysis, Strategy, Start-ups, Negotiation, SAP, Agent for Change, P&L Management, Business Case Modelling, Business Transformation, Competitive Intelligence, Networking, Executive Coaching, Product Marketing, Project Planning, Coaching, Enterprise Software, Account Management, Performance Management, Organizational..., Executive Management, Organizational Design, Leadership Development, Talent Management, Organizational...
Education
University of Saint Thomas 1977 — 1980
MBA, Finance & Marketing
St. Cloud State University
BS, Accounting
B2B CFO® April 2014 - Present
Sterner LLC January 2013 - April 2014
Korn/Ferry Leadership and Talent Consulting January 2009 - December 2012
Lominger International, a Korn/Ferry Company August 2006 - December 2012
Lominger Limited, Inc. January 2002 - August 2006
Sirius Financial and Sirius Capital 1998 - 2002
Gelco Information Network 1995 - 1998
Korn Ferry International 1994 - 1995
US Bank 1988 - 1994
Deloitte Haskins & Sells 1985 - 1987
Skills
Finance, Process Improvement, Change Management, Strategic Planning, Business Planning, Due Diligence, Acquisition Integration, Competitive Analysis, Forecasting, Financial Modeling, Project Management, Banking, Business Process..., Restructuring, Management, Leadership, Analysis, Budgets, Business Analysis, Management Consulting, Entrepreneurship, Marketing Strategy, Mergers & Acquisitions, Business Development, Business Strategy, Consulting, Data Analysis, Strategy, Start-ups, Negotiation, SAP, Agent for Change, P&L Management, Business Case Modelling, Business Transformation, Competitive Intelligence, Networking, Executive Coaching, Product Marketing, Project Planning, Coaching, Enterprise Software, Account Management, Performance Management, Organizational..., Executive Management, Organizational Design, Leadership Development, Talent Management, Organizational...
Education
University of Saint Thomas 1977 — 1980
MBA, Finance & Marketing
St. Cloud State University
BS, Accounting
Mike Rodems Mike Rodems's B2B CFO® Experience August 2012 - Present
Job Partner, B2B CFO® The Nation's Largest CFO Services Firm
Industry Management Consulting
Experience
B2B CFO August 2012 - Present
AVRodems, LLC June 2011 - Present
AVRover 2004 - 2011
Sound Video Solutions 2002 - 2011
MICHAEL G. RODEMS 2000 - 2002
Buffalo Wire Works 1992 - 2000
Michael G. Rodems, CPA, PC 1987 - 1992
NATIONAL MEDICAL HOMECARE 1984 - 1987
SYSCON CORPORATION 1980 - 1984
Price Waterhouse 1977 - 1980
Skills
Strategic Thinking, Marketing Strategy, Customer Presentations, Entrepreneur, Start-ups, Product Marketing, Product Development, Manufacturing, Entrepreneurship, Cash Flow, Mergers & Acquisitions, Business Planning, Finance, Venture Capital, Strategy, Accounting, Auditing, Financial Reporting, Strategic Planning, Marketing, Small Business, Cash Flow Forecasting, Managerial Finance, Leadership, Due Diligence, Management Consulting, Restructuring, Management, Project Planning, Executive Management, Budgets, Exit Strategies, Banking, Business Strategy, Acquisition Integration, Sales, Financial Planning
Education
Le Moyne College 1974 — 1977
B.A., Business/Accounting
Canisius HS 1970 — 1973
Canisius High School 1969 — 1973
B2B CFO August 2012 - Present
AVRodems, LLC June 2011 - Present
AVRover 2004 - 2011
Sound Video Solutions 2002 - 2011
MICHAEL G. RODEMS 2000 - 2002
Buffalo Wire Works 1992 - 2000
Michael G. Rodems, CPA, PC 1987 - 1992
NATIONAL MEDICAL HOMECARE 1984 - 1987
SYSCON CORPORATION 1980 - 1984
Price Waterhouse 1977 - 1980
Skills
Strategic Thinking, Marketing Strategy, Customer Presentations, Entrepreneur, Start-ups, Product Marketing, Product Development, Manufacturing, Entrepreneurship, Cash Flow, Mergers & Acquisitions, Business Planning, Finance, Venture Capital, Strategy, Accounting, Auditing, Financial Reporting, Strategic Planning, Marketing, Small Business, Cash Flow Forecasting, Managerial Finance, Leadership, Due Diligence, Management Consulting, Restructuring, Management, Project Planning, Executive Management, Budgets, Exit Strategies, Banking, Business Strategy, Acquisition Integration, Sales, Financial Planning
Education
Le Moyne College 1974 — 1977
B.A., Business/Accounting
Canisius HS 1970 — 1973
Canisius High School 1969 — 1973
Chase R. Morrison Chase R. Morrison's B2B CFO® Experience March 2012 - Present
Job Partner at B2B CFO® and Certified Business Transition Expert™
Industry Management Consulting
Experience
B2B CFO® March 2012 - Present
Resource Planning Solutions Corp. March 2009 - March 2012
Boston Scientific - Neuromodulation August 2005 - February 2009
Boston Scientific -- Interventional Technology April 2001 - August 2005
Boston Scientific -EPT Division December 1996 - March 2001
TRW September 1980 - December 1996
Skills
Strategic Financial..., Cost Accounting, Analysis, Financial Forecasting, Variance Analysis, Budgets, Forecasting, Cash Flow Forecasting, Business Strategy, ERP, Financial Analysis, Financial Reporting, Strategic Planning, Mergers, Acquisition Integration, Project Planning, Fixed Asset Management, Divestitures, Program Management, Financial Planning, Visual Basic Programming, Inventory Management, Supply Chain, Visual Basic, Revenue Forecasting, Integrated Planning..., Cost Analysis, Manufacturing Operations, Cost Reduction..., Excel Services, Financial Performance..., Expense Management, Pricing Strategy, Statistical Modeling, Supply Chain Finance, IT Management, ERP Implementation, Business Process Design, Project Finance, Capital Budgeting, Capital Management, Government Contracting, Gross Margin, SAP BW, adaptive planning, QuickBooks, Business Transition..., Management, Strategy, Mergers & Acquisitions
Education
San Diego State University-California State University 1976 — 1980
B.S. Management Science, Management Science (Minor in Computer Science)
San Diego State University-California State University
Semester of coursework toward completion of M.B.A.
B2B CFO® March 2012 - Present
Resource Planning Solutions Corp. March 2009 - March 2012
Boston Scientific - Neuromodulation August 2005 - February 2009
Boston Scientific -- Interventional Technology April 2001 - August 2005
Boston Scientific -EPT Division December 1996 - March 2001
TRW September 1980 - December 1996
Skills
Strategic Financial..., Cost Accounting, Analysis, Financial Forecasting, Variance Analysis, Budgets, Forecasting, Cash Flow Forecasting, Business Strategy, ERP, Financial Analysis, Financial Reporting, Strategic Planning, Mergers, Acquisition Integration, Project Planning, Fixed Asset Management, Divestitures, Program Management, Financial Planning, Visual Basic Programming, Inventory Management, Supply Chain, Visual Basic, Revenue Forecasting, Integrated Planning..., Cost Analysis, Manufacturing Operations, Cost Reduction..., Excel Services, Financial Performance..., Expense Management, Pricing Strategy, Statistical Modeling, Supply Chain Finance, IT Management, ERP Implementation, Business Process Design, Project Finance, Capital Budgeting, Capital Management, Government Contracting, Gross Margin, SAP BW, adaptive planning, QuickBooks, Business Transition..., Management, Strategy, Mergers & Acquisitions
Education
San Diego State University-California State University 1976 — 1980
B.S. Management Science, Management Science (Minor in Computer Science)
San Diego State University-California State University
Semester of coursework toward completion of M.B.A.
Dan Yount's B2B CFO® Experience January 2014 - Present
Job CFO for MidMarket Businesses
Industry Executive Office
Experience
B2B CFO® January 2014 - Present
FileBound 2011 - 2013
Marex Group, Inc. 2008 - 2011
Quantum Dynamics, Inc. 1999 - 2007
Designer Blinds 1995 - 2007
University of Phoenix 1997 - 2002
Eastern Iowa Pork Mfg Inc 1994 - 1995
Tennesee Valley Authority 1992 - 1994
American Electric Power 1973 - 1992
Boy Scouts of America/Lake Huron Area Council 1972 - 1973
Skills
Accounting, Cash Flow Management, Finance, Profit Maximization, Leadership, Busienss Loans, Management, Process Improvement, Business Process..., Strategic Planning, Strategy, Start-ups, Team Building, Enterprise Software, Sales, Budgets, Project Management, Document Management, SaaS, Business Development, Marketing, Enterprise Content..., Sales Management, Change Management, Operations Management, Account Management, New Business Development, Customer Service, Business Strategy, Solution Selling, Marketing Strategy, Business Planning, Program Management, Business Analysis, Management Consulting, Contract Negotiation, Public Speaking, Lean Manufacturing, Business Process, Contract Management, Analysis, Integration, Team Leadership, Organizational..., CFO, CFO Consulting, Capital Raising, Speaking Engagements, Conference Speaking, Profitability...
Education
Southern California Univeristy for Professional Studies 1997 — 1999
Doctor of Business - incomplete, Business Administration and Management, General
University of Phoenix 1993 — 1995
MBA, Business
Western Michigan University 1969 — 1971
BS, Secondary Education
Lake Michigan College 1967 — 1969
AA, Music
B2B CFO® January 2014 - Present
FileBound 2011 - 2013
Marex Group, Inc. 2008 - 2011
Quantum Dynamics, Inc. 1999 - 2007
Designer Blinds 1995 - 2007
University of Phoenix 1997 - 2002
Eastern Iowa Pork Mfg Inc 1994 - 1995
Tennesee Valley Authority 1992 - 1994
American Electric Power 1973 - 1992
Boy Scouts of America/Lake Huron Area Council 1972 - 1973
Skills
Accounting, Cash Flow Management, Finance, Profit Maximization, Leadership, Busienss Loans, Management, Process Improvement, Business Process..., Strategic Planning, Strategy, Start-ups, Team Building, Enterprise Software, Sales, Budgets, Project Management, Document Management, SaaS, Business Development, Marketing, Enterprise Content..., Sales Management, Change Management, Operations Management, Account Management, New Business Development, Customer Service, Business Strategy, Solution Selling, Marketing Strategy, Business Planning, Program Management, Business Analysis, Management Consulting, Contract Negotiation, Public Speaking, Lean Manufacturing, Business Process, Contract Management, Analysis, Integration, Team Leadership, Organizational..., CFO, CFO Consulting, Capital Raising, Speaking Engagements, Conference Speaking, Profitability...
Education
Southern California Univeristy for Professional Studies 1997 — 1999
Doctor of Business - incomplete, Business Administration and Management, General
University of Phoenix 1993 — 1995
MBA, Business
Western Michigan University 1969 — 1971
BS, Secondary Education
Lake Michigan College 1967 — 1969
AA, Music
Ken Kaufman Ken Kaufman's B2B CFO® Experience April 2006 - December 2006
Job Life is like a game of tennis; the player who serves well seldom loses
Industry Consumer Electronics
Experience
Contour, LLC. June 2014 - Present
Aribex March 2009 - June 2014
UVEF January 2011 - May 2014
CFOwise January 2006 - October 2011
B2B CFO April 2006 - December 2006
Hirschi Masonry, Inc. 2004 - 2006
Cintas 2003 - 2004
Employer Solutions Group 1998 - 2002
Education
University of Georgia - Terry College of Business 2002 — 2003
MBA, Finance, Entrepreneurship
Brigham Young University 1992 — 1998
BS, Business
Upland High School
Contour, LLC. June 2014 - Present
Aribex March 2009 - June 2014
UVEF January 2011 - May 2014
CFOwise January 2006 - October 2011
B2B CFO April 2006 - December 2006
Hirschi Masonry, Inc. 2004 - 2006
Cintas 2003 - 2004
Employer Solutions Group 1998 - 2002
Education
University of Georgia - Terry College of Business 2002 — 2003
MBA, Finance, Entrepreneurship
Brigham Young University 1992 — 1998
BS, Business
Upland High School
Mitchell Sherman Mitchell Sherman's B2B CFO® Experience 2011 - Present
Job Partner, B2B CFO & Certified Business Transition Expert™ serving Manufacturing, Construction & Retail Clients
Industry Financial Services
Experience
B2B CFO 2011 - Present
American Management Services, Inc August 2010 - April 2011
Hamilton Jewelers October 2004 - July 2010
Robbins Diamonds March 2002 - October 2004
Real Enterprise Solutions, Inc January 2001 - March 2002
Howden Compressors, LLC January 1998 - January 2001
TDC Precision, LP November 1996 - December 1997
Gross Metal Products February 1990 - November 1996
Fishbein & Company February 1989 - September 1989
Skills
Budgets, Treasury Management, Negotiation, Cash Management, Analysis, Cash Flow Forecasting, Mergers, Cash Flow, Variance Analysis, Forecasting, Banking, Finance, Financial Reporting, Managerial Finance, Accounting, Consolidation, Internal Controls, Financial Modeling, Financial Analysis, Auditing, Financial Statements, Tax, Payroll, Management, Leadership, Strategic Planning, Restructuring, Mergers & Acquisitions, Business Planning, Due Diligence, Financial Forecasting, QuickBooks, Working Capital..., Strategic Financial..., Sarbanes-Oxley Act, Internal Audit, Peachtree, Corporate Finance, GAAP, Cost Accounting, Risk Management, Financial Accounting, Income Statement, Start-ups, SEC filings, CPA, Executive Management, Valuation, Business Valuation, Banking Relationships
Education
Pennsylvania State University-Great Valley Graduate Center 1998 — 2000
MBA, FINANCE/ENTREPRENEURSHIP
San Diego State University-California State University 1986 — 1988
Bachelor of Science (BS), ACCOUNTING
B2B CFO 2011 - Present
American Management Services, Inc August 2010 - April 2011
Hamilton Jewelers October 2004 - July 2010
Robbins Diamonds March 2002 - October 2004
Real Enterprise Solutions, Inc January 2001 - March 2002
Howden Compressors, LLC January 1998 - January 2001
TDC Precision, LP November 1996 - December 1997
Gross Metal Products February 1990 - November 1996
Fishbein & Company February 1989 - September 1989
Skills
Budgets, Treasury Management, Negotiation, Cash Management, Analysis, Cash Flow Forecasting, Mergers, Cash Flow, Variance Analysis, Forecasting, Banking, Finance, Financial Reporting, Managerial Finance, Accounting, Consolidation, Internal Controls, Financial Modeling, Financial Analysis, Auditing, Financial Statements, Tax, Payroll, Management, Leadership, Strategic Planning, Restructuring, Mergers & Acquisitions, Business Planning, Due Diligence, Financial Forecasting, QuickBooks, Working Capital..., Strategic Financial..., Sarbanes-Oxley Act, Internal Audit, Peachtree, Corporate Finance, GAAP, Cost Accounting, Risk Management, Financial Accounting, Income Statement, Start-ups, SEC filings, CPA, Executive Management, Valuation, Business Valuation, Banking Relationships
Education
Pennsylvania State University-Great Valley Graduate Center 1998 — 2000
MBA, FINANCE/ENTREPRENEURSHIP
San Diego State University-California State University 1986 — 1988
Bachelor of Science (BS), ACCOUNTING
Henry Cromeek Henry Cromeek's B2B CFO® Experience 2008 - Present
Job Partner, B2B CFO
Industry Consumer Goods
Experience
B2B CFO 2008 - Present
Artco Bell, Powell Farms, Perky Pet Products, Nurserymens Exchange, Bordiers. October 1995 - September 2008
Skills
Cash Management, Financial Reporting, Profit Analysis, Financial Accounting, Lead Generation, Exit Strategies, Banking Relationships, Preparing Companies for..., Financial Structuring, Small Business, Business Development, Acquisition Integration, Finance, Cash Flow Forecasting, Mergers & Acquisitions, Executive Management, Private Equity, Restructuring, Business Valuation, Cost Accounting, SEC filings, Cash Flow, Mergers, Accounting, Working Capital..., Due Diligence, Managerial Finance, Strategic Financial..., GAAP, Financial Analysis, IPO, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Divestitures, Treasury Management, Corporate Finance, Revenue Recognition
Education
Pace University 1965 — 1969
BBA, Accounting
B2B CFO 2008 - Present
Artco Bell, Powell Farms, Perky Pet Products, Nurserymens Exchange, Bordiers. October 1995 - September 2008
Skills
Cash Management, Financial Reporting, Profit Analysis, Financial Accounting, Lead Generation, Exit Strategies, Banking Relationships, Preparing Companies for..., Financial Structuring, Small Business, Business Development, Acquisition Integration, Finance, Cash Flow Forecasting, Mergers & Acquisitions, Executive Management, Private Equity, Restructuring, Business Valuation, Cost Accounting, SEC filings, Cash Flow, Mergers, Accounting, Working Capital..., Due Diligence, Managerial Finance, Strategic Financial..., GAAP, Financial Analysis, IPO, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Divestitures, Treasury Management, Corporate Finance, Revenue Recognition
Education
Pace University 1965 — 1969
BBA, Accounting
Jean Evans Jean Evans's B2B CFO® Experience February 2011 - June 2012
Job Financial Operations Consultant, Outsource CFO
Industry Management Consulting
Experience
Evans & Associates July 2012 - Present
All Systems Grow September 2014 - Present
APLICOR December 2014 - May 2015
Compass iTech May 2013 - September 2014
Habitat for Humanity of South Palm Beach County, Inc. 2011 - 2013
B2B CFO® February 2011 - June 2012
Vesey & Company, PC 2007 - February 2011
Vesey & Co, PC 2007 - May 2010
Vesey & Company, PC June 2009 - April 2010
CompAccts 1986 - 2010
Skills
Business Process..., Financial Operations, Business Planning, Strategic Planning, Strategy, Process Improvement, Entrepreneurship, Management, Small Business, Team Building, Financial Reporting, Exit Strategies, Mergers, Analysis, Financial Analysis, Project Planning, Management Consulting, Financial Modeling, Managerial Finance, Forecasting, Business Strategy, Budgets, QuickBooks, Accounting, Business Development, Accounting System, Mergers & Acquisitions, Executive Management, Start-ups, Due Diligence, Strategic Financial..., Finance, Cash Flow, Leadership, Private Equity, Investments, Corporate Finance, Risk Management, Restructuring, Financial Statements, SEC filings, Business Valuation, Outsourcing, Valuation, Cash Management, New Business Development, Venture Capital, Acquisition Integration, Divestitures, Cash Flow Forecasting
Education
Merrimack College 1981 — 1983
BS, Accounting
Evans & Associates July 2012 - Present
All Systems Grow September 2014 - Present
APLICOR December 2014 - May 2015
Compass iTech May 2013 - September 2014
Habitat for Humanity of South Palm Beach County, Inc. 2011 - 2013
B2B CFO® February 2011 - June 2012
Vesey & Company, PC 2007 - February 2011
Vesey & Co, PC 2007 - May 2010
Vesey & Company, PC June 2009 - April 2010
CompAccts 1986 - 2010
Skills
Business Process..., Financial Operations, Business Planning, Strategic Planning, Strategy, Process Improvement, Entrepreneurship, Management, Small Business, Team Building, Financial Reporting, Exit Strategies, Mergers, Analysis, Financial Analysis, Project Planning, Management Consulting, Financial Modeling, Managerial Finance, Forecasting, Business Strategy, Budgets, QuickBooks, Accounting, Business Development, Accounting System, Mergers & Acquisitions, Executive Management, Start-ups, Due Diligence, Strategic Financial..., Finance, Cash Flow, Leadership, Private Equity, Investments, Corporate Finance, Risk Management, Restructuring, Financial Statements, SEC filings, Business Valuation, Outsourcing, Valuation, Cash Management, New Business Development, Venture Capital, Acquisition Integration, Divestitures, Cash Flow Forecasting
Education
Merrimack College 1981 — 1983
BS, Accounting
Barry Tassin's B2B CFO® Experience 2010 - Present
Job Profits.business value. CFO for hire. Growing a business. Exit Strategies. Selling my business. CFO for a day. Part time
Industry Financial Services
Experience
B2B CFO 2010 - Present
Petrie International 1995 - 2010
Arkel International 2007 - 2009
Roy Anderson Corp 2006 - 2007
Baha Mar 2005 - 2006
Centex Construction 1997 - 2004
Skills
Cash Flow, Venture Capital, Cash Management, Financial Reporting, Managerial Finance, Accounting, Accounting Applications, Exit Strategies, Business Exit Planning, Forecasting, Strategic Planning, Finance, Budgets, Strategy, Financial Analysis, Small Business
Education
Loyola University New Orleans 1981 — 1986
MBA
Loyola University New Orleans 1976 — 1980
BBA, Finance and Accounting
B2B CFO 2010 - Present
Petrie International 1995 - 2010
Arkel International 2007 - 2009
Roy Anderson Corp 2006 - 2007
Baha Mar 2005 - 2006
Centex Construction 1997 - 2004
Skills
Cash Flow, Venture Capital, Cash Management, Financial Reporting, Managerial Finance, Accounting, Accounting Applications, Exit Strategies, Business Exit Planning, Forecasting, Strategic Planning, Finance, Budgets, Strategy, Financial Analysis, Small Business
Education
Loyola University New Orleans 1981 — 1986
MBA
Loyola University New Orleans 1976 — 1980
BBA, Finance and Accounting
Chuck Berghuis Chuck Berghuis's B2B CFO® Experience September 2009 - May 2014
Job CFO at Notions Marketing
Industry Wholesale
Experience
Notions Marketing June 2014 - Present
B2B CFO September 2009 - May 2014
The Charter Group 2005 - September 2009
Extol Inc 1995 - 2004
Prince Corporation 1991 - 1993
Skills
Financial Analysis, Accounting, Mergers, Financial Reporting, Cash Flow, Business Planning, Due Diligence, Financial Modeling, Budgeting, Sales, Business Strategy, Banking, Managerial Finance, Finance, Working Capital..., Budgets, Mergers & Acquisitions, Forecasting, Cash Management, Corporate Finance, Executive Management, Loans, Private Equity, Restructuring, Risk Management, Strategic Financial...
Education
University of Michigan - Stephen M. Ross School of Business
MBA
Calvin College
Bachelor of Arts (B.A.), Mathematics
Notions Marketing June 2014 - Present
B2B CFO September 2009 - May 2014
The Charter Group 2005 - September 2009
Extol Inc 1995 - 2004
Prince Corporation 1991 - 1993
Skills
Financial Analysis, Accounting, Mergers, Financial Reporting, Cash Flow, Business Planning, Due Diligence, Financial Modeling, Budgeting, Sales, Business Strategy, Banking, Managerial Finance, Finance, Working Capital..., Budgets, Mergers & Acquisitions, Forecasting, Cash Management, Corporate Finance, Executive Management, Loans, Private Equity, Restructuring, Risk Management, Strategic Financial...
Education
University of Michigan - Stephen M. Ross School of Business
MBA
Calvin College
Bachelor of Arts (B.A.), Mathematics
Grant Brisacher Grant Brisacher's B2B CFO® Experience May 2005 - Present
Job
Industry Management Consulting
Experience
B2B CFO® May 2005 - Present
Orlimar Golf Company November 2000 - December 2002
McGladrey & Pullen, LLP November 1994 - November 2000
Coopers & Lybrand 1982 - 1986
Skills
Financial Forecasting, Accounting, Strategic Planning, Banking Relationships, Mergers, Business exit planning, Part-Time CFO Services, Cash-flow Management, Cash Management, Professional Services, Lean Manufacturing, Wholesale Operations, Financial Projection, Financial Policies &..., Internal Controls, Staff Management, Business Coaching, Risk Management, Financial Statements, Financial Ratio..., Working Capital..., Exit Strategies, Cash Flow Forecasting, Management, Budgets, Mergers & Acquisitions, Forecasting, Banking, Cash Flow, Finance, Business Planning, GAAP, Auditing, Managerial Finance, Restructuring, Executive Management, Analysis, Leadership, Strategic Financial..., Financial Analysis, Financial Reporting, Due Diligence, CPA, Financial Modeling, Financial Planning
Education
San Diego State University-California State University 1979 — 1981
BS, Business Administration
B2B CFO® May 2005 - Present
Orlimar Golf Company November 2000 - December 2002
McGladrey & Pullen, LLP November 1994 - November 2000
Coopers & Lybrand 1982 - 1986
Skills
Financial Forecasting, Accounting, Strategic Planning, Banking Relationships, Mergers, Business exit planning, Part-Time CFO Services, Cash-flow Management, Cash Management, Professional Services, Lean Manufacturing, Wholesale Operations, Financial Projection, Financial Policies &..., Internal Controls, Staff Management, Business Coaching, Risk Management, Financial Statements, Financial Ratio..., Working Capital..., Exit Strategies, Cash Flow Forecasting, Management, Budgets, Mergers & Acquisitions, Forecasting, Banking, Cash Flow, Finance, Business Planning, GAAP, Auditing, Managerial Finance, Restructuring, Executive Management, Analysis, Leadership, Strategic Financial..., Financial Analysis, Financial Reporting, Due Diligence, CPA, Financial Modeling, Financial Planning
Education
San Diego State University-California State University 1979 — 1981
BS, Business Administration
J. Allen Fears J. Allen Fears's B2B CFO® Experience August 2007 - October 2012
Job Chief Financial Officer
Industry Financial Services
Experience
American Trainco, Inc. May 2008 - Present
B2B CFO August 2007 - October 2012
National Sports Services October 2004 - September 2007
Real Estate Development Company June 2003 - September 2004
Denver Broncos Football Club 1997 - 2003
EchoStar Communications Corporation September 1985 - March 1997
Arthur Andersen & Co. 1980 - 1985
Skills
Cash Management, Cash Flow Forecasting, Cash Flow, Mergers, Working Capital..., Exit Strategies, Managerial Finance, Banking Relationships, Financial Reporting, Financial Analysis, Financial Modeling, Due Diligence
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1980
Masters in Business Administration, Accounting
Randolph-Macon College 1975 — 1979
BS Degree, Economics
American Trainco, Inc. May 2008 - Present
B2B CFO August 2007 - October 2012
National Sports Services October 2004 - September 2007
Real Estate Development Company June 2003 - September 2004
Denver Broncos Football Club 1997 - 2003
EchoStar Communications Corporation September 1985 - March 1997
Arthur Andersen & Co. 1980 - 1985
Skills
Cash Management, Cash Flow Forecasting, Cash Flow, Mergers, Working Capital..., Exit Strategies, Managerial Finance, Banking Relationships, Financial Reporting, Financial Analysis, Financial Modeling, Due Diligence
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1980
Masters in Business Administration, Accounting
Randolph-Macon College 1975 — 1979
BS Degree, Economics
Alexander Bacon Alexander Bacon's B2B CFO® Experience 2006 - 2011
Job Director Of Operations at Lightware USA
Industry Financial Services
Experience
Lightware USA May 2014 - August 2015
FutureNet Group, Inc. January 2014 - May 2014
Michigan Small Business & Technology Development Center September 2011 - December 2013
TechTown 2007 - 2011
B2B CFO® 2006 - 2011
Associated Electroplaters, Inc. 1995 - 2006
ING Bank 1990 - 1995
SIB International Bancorp 1988 - 1989
Mellon Bank 1980 - 1988
Skills
Banking Relationships, Corporate Finance, Accounting, Financial Management, Credit, Funding, Strategic Planning, Start-ups, Financial Analysis, Business Planning, Budgeting, Financial Modeling, Business Strategy, Managerial Finance, Budgets, Loans, Finance, Leadership, Entrepreneurship, Strategy, Program Management, Executive Management, Management Consulting, Business Development, Management, Forecasting, Portfolio Management, Mergers & Acquisitions, Cash Management, Banking, Private Equity, Due Diligence, Restructuring, Venture Capital, Investments, Strategic Financial..., Cash Flow Forecasting, Risk Management, New Business Development, Cash Flow, Acquisition Integration, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 1978 — 1980
MBA, Accounting & Finance
Denison University 1973 — 1977
BA, Economics
Cranbrook
Lightware USA May 2014 - August 2015
FutureNet Group, Inc. January 2014 - May 2014
Michigan Small Business & Technology Development Center September 2011 - December 2013
TechTown 2007 - 2011
B2B CFO® 2006 - 2011
Associated Electroplaters, Inc. 1995 - 2006
ING Bank 1990 - 1995
SIB International Bancorp 1988 - 1989
Mellon Bank 1980 - 1988
Skills
Banking Relationships, Corporate Finance, Accounting, Financial Management, Credit, Funding, Strategic Planning, Start-ups, Financial Analysis, Business Planning, Budgeting, Financial Modeling, Business Strategy, Managerial Finance, Budgets, Loans, Finance, Leadership, Entrepreneurship, Strategy, Program Management, Executive Management, Management Consulting, Business Development, Management, Forecasting, Portfolio Management, Mergers & Acquisitions, Cash Management, Banking, Private Equity, Due Diligence, Restructuring, Venture Capital, Investments, Strategic Financial..., Cash Flow Forecasting, Risk Management, New Business Development, Cash Flow, Acquisition Integration, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 1978 — 1980
MBA, Accounting & Finance
Denison University 1973 — 1977
BA, Economics
Cranbrook
Joe Worth's B2B CFO® Experience November 2011 - August 2015
Job Partner at B2B CFO®
Industry Financial Services
Experience
B2B CFO® Business Transition Advisor September 2007 - Present
B2B CFO November 2011 - August 2015
Emcon Associates, Inc. July 2006 - April 2007
Sparta Systems, Inc. 2003 - 2006
Ridgeway Systems 2002 - 2003
Katalyst 1999 - 2000
Champion Industries 1993 - 1999
Skills
Exit Planning, Sailing, Integrity Selling®..., Financial Management, Funding, Sales Management, sales Training, Coaching, Finance, Financial Modeling, Mergers, Strategic Planning, Start-ups, Financial Reporting, Due Diligence, Business Strategy, Cash Flow, Business Planning, Strategic Financial..., Management Consulting, Cash Flow Forecasting, Corporate Finance, Executive Management, Banking, Financial Analysis, Managerial Finance, Exit Strategies, Integrity, Selling Skills, Strategy, Mergers & Acquisitions, Forecasting, Analysis, Leadership, Venture Capital, Private Equity, Accounting, Cash Management, Business Process..., Management, Strategic Partnerships, Small Business, Restructuring, Turn Around Management, Budgets, Working Capital..., IPO, Divestitures, Risk Management, Business Valuation
Education
Harvard Business School 1977 — 1979
MBA, General Management
Harvard University 1967 — 1971
AB, Economics
Choate Rosemary Hall 1964 — 1967
diploma
B2B CFO® Business Transition Advisor September 2007 - Present
B2B CFO November 2011 - August 2015
Emcon Associates, Inc. July 2006 - April 2007
Sparta Systems, Inc. 2003 - 2006
Ridgeway Systems 2002 - 2003
Katalyst 1999 - 2000
Champion Industries 1993 - 1999
Skills
Exit Planning, Sailing, Integrity Selling®..., Financial Management, Funding, Sales Management, sales Training, Coaching, Finance, Financial Modeling, Mergers, Strategic Planning, Start-ups, Financial Reporting, Due Diligence, Business Strategy, Cash Flow, Business Planning, Strategic Financial..., Management Consulting, Cash Flow Forecasting, Corporate Finance, Executive Management, Banking, Financial Analysis, Managerial Finance, Exit Strategies, Integrity, Selling Skills, Strategy, Mergers & Acquisitions, Forecasting, Analysis, Leadership, Venture Capital, Private Equity, Accounting, Cash Management, Business Process..., Management, Strategic Partnerships, Small Business, Restructuring, Turn Around Management, Budgets, Working Capital..., IPO, Divestitures, Risk Management, Business Valuation
Education
Harvard Business School 1977 — 1979
MBA, General Management
Harvard University 1967 — 1971
AB, Economics
Choate Rosemary Hall 1964 — 1967
diploma
Jeff Farren Jeff Farren's B2B CFO® Experience October 2011 - Present
Job CFO Serving Small and MidSized Companies and Certified Business Transition Expert™
Industry Management Consulting
Experience
B2B CFO October 2011 - Present
Hanover Group November 2003 - September 2011
Hart Financial Corporation September 1998 - October 2003
Capital Acceptance Corporation January 1994 - September 1998
Hanover Marine, Inc. May 1992 - August 1997
Continental Bank, NA January 1986 - April 1992
Skills
Start-ups, Exit Strategies, Mergers & Acquisitions, Valuation, Strategic Planning, Strategy, Finance, Executive Management, Managerial Finance, Entrepreneurship, Acquisition Integration, Cash Flow, Small Business, Business Process..., Working Capital..., Leadership, Private Equity, Due Diligence, Financial Analysis, Budgets, Banking, Business Planning, Strategic Financial..., Accounting, Cash Flow Forecasting, Financial Modeling, Cash Management, Forecasting, Restructuring, Corporate Finance, Negotiation, Financial Reporting, Business Valuation, Risk Management, P&L Management, Investments, Profit Improvement, Expense Reduction, Investor Relations, Leveraged Finance, Expenses, Profit Maximization, Financial Management, Budgeting
Education
The University of Chicago - Booth School of Business 1987 — 1990
MBA, Finance
Indiana University - Kelley School of Business 1981 — 1985
BS, Finance
B2B CFO October 2011 - Present
Hanover Group November 2003 - September 2011
Hart Financial Corporation September 1998 - October 2003
Capital Acceptance Corporation January 1994 - September 1998
Hanover Marine, Inc. May 1992 - August 1997
Continental Bank, NA January 1986 - April 1992
Skills
Start-ups, Exit Strategies, Mergers & Acquisitions, Valuation, Strategic Planning, Strategy, Finance, Executive Management, Managerial Finance, Entrepreneurship, Acquisition Integration, Cash Flow, Small Business, Business Process..., Working Capital..., Leadership, Private Equity, Due Diligence, Financial Analysis, Budgets, Banking, Business Planning, Strategic Financial..., Accounting, Cash Flow Forecasting, Financial Modeling, Cash Management, Forecasting, Restructuring, Corporate Finance, Negotiation, Financial Reporting, Business Valuation, Risk Management, P&L Management, Investments, Profit Improvement, Expense Reduction, Investor Relations, Leveraged Finance, Expenses, Profit Maximization, Financial Management, Budgeting
Education
The University of Chicago - Booth School of Business 1987 — 1990
MBA, Finance
Indiana University - Kelley School of Business 1981 — 1985
BS, Finance
Rick Hornung Rick Hornung's B2B CFO® Experience August 2014 - July 2015
Job Controller at Sequel Youth Services of Arizona
Industry Accounting
Experience
Sequel Youth Services of Arizona September 2015 - Present
B2B CFO® August 2014 - July 2015
AANNEX RENTS, INC., dba AA Party Rentals May 2000 - May 2014
Abbey Party Rents January 1994 - April 2000
Hawthorne and Company, CPA July 1990 - January 1994
Lakeside-Milam Recovery Centers March 1987 - December 1990
Security Properties, Inc., and affiliated companies September 1984 - March 1987
Laventhol and Horwath, CPA’s January 1983 - October 1984
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Financial Analysis, Financial Reporting, Financial Advisory, Financial Modeling, Strategic Financial..., Corporate Finance, Operating Budgets, Capital Budgeting, Human Resources, Accounts Payable, Accounts Receivable, Bank Reconciliation, Internet Banking, Health Insurance, General Ledger, Net Present Value..., Economics, Cash Management, CPA, Tax, GAAP, Accounting, Customer Service, Process Improvement, Strategic Planning, Leadership, Management, Payroll, Small Business, Auditing, Employee Benefits, Cash Flow Forecasting, Account Reconciliation, Managerial Finance, Financial Statements, Finance, Nonprofits, Entrepreneurship, Forecasting, Analysis, Budgets, Training, Time Management, Cash Flow, Risk Management, Banking
Education
University of Washington 1980 — 1982
Master of Business Administration (MBA), Finance/Accounting, Magna Cum Laude
University of Washington 1978 — 1979
Bachelor of Arts (B.A.), Economics, Cum Laude
Seattle Pacific University 1972 — 1975
Sociology
Queen Anne High School
Academic High School Degree, Honor Society
Sequel Youth Services of Arizona September 2015 - Present
B2B CFO® August 2014 - July 2015
AANNEX RENTS, INC., dba AA Party Rentals May 2000 - May 2014
Abbey Party Rents January 1994 - April 2000
Hawthorne and Company, CPA July 1990 - January 1994
Lakeside-Milam Recovery Centers March 1987 - December 1990
Security Properties, Inc., and affiliated companies September 1984 - March 1987
Laventhol and Horwath, CPA’s January 1983 - October 1984
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Financial Analysis, Financial Reporting, Financial Advisory, Financial Modeling, Strategic Financial..., Corporate Finance, Operating Budgets, Capital Budgeting, Human Resources, Accounts Payable, Accounts Receivable, Bank Reconciliation, Internet Banking, Health Insurance, General Ledger, Net Present Value..., Economics, Cash Management, CPA, Tax, GAAP, Accounting, Customer Service, Process Improvement, Strategic Planning, Leadership, Management, Payroll, Small Business, Auditing, Employee Benefits, Cash Flow Forecasting, Account Reconciliation, Managerial Finance, Financial Statements, Finance, Nonprofits, Entrepreneurship, Forecasting, Analysis, Budgets, Training, Time Management, Cash Flow, Risk Management, Banking
Education
University of Washington 1980 — 1982
Master of Business Administration (MBA), Finance/Accounting, Magna Cum Laude
University of Washington 1978 — 1979
Bachelor of Arts (B.A.), Economics, Cum Laude
Seattle Pacific University 1972 — 1975
Sociology
Queen Anne High School
Academic High School Degree, Honor Society
Ralph Zanck Ralph Zanck's B2B CFO® Experience August 2013 - Present
Job Partner at B2B CFO®
Industry Management Consulting
Experience
B2B CFO August 2013 - Present
Trusted Advisor Network 2013 - 2014
Express Scripts April 2007 - August 2013
PacifiCare Health Systems June 2002 - October 2005
Future One 1999 - 2002
MicroAge 1996 - 2000
Caremark International Ltd 1980 - 1994
Skills
Financial Modeling, Operations Management, Problem Analysis, Business Strategy, Metrics Reporting, Incentive Programs, Small Business, Business Development, Trusted Business Partner, Healthcare Analytics, Creative Solutions, Finance, Financial Reporting, Budgets, Accounting, Strategic Financial..., Start-ups, Internal Controls, Mergers & Acquisitions, Executive Management, Auditing, Financial Planning
Education
Augustana College
Bachelor's degree, Accounting and Business/Management
B2B CFO August 2013 - Present
Trusted Advisor Network 2013 - 2014
Express Scripts April 2007 - August 2013
PacifiCare Health Systems June 2002 - October 2005
Future One 1999 - 2002
MicroAge 1996 - 2000
Caremark International Ltd 1980 - 1994
Skills
Financial Modeling, Operations Management, Problem Analysis, Business Strategy, Metrics Reporting, Incentive Programs, Small Business, Business Development, Trusted Business Partner, Healthcare Analytics, Creative Solutions, Finance, Financial Reporting, Budgets, Accounting, Strategic Financial..., Start-ups, Internal Controls, Mergers & Acquisitions, Executive Management, Auditing, Financial Planning
Education
Augustana College
Bachelor's degree, Accounting and Business/Management
john angelilli john angelilli's B2B CFO® Experience September 2014 - Present
Job Partner at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® September 2014 - Present
AMS Consulting llc January 2012 - September 2014
John Zidian Co. Inc. January 1999 - March 2013
Skills
Management, Manufacturing, Lean Manufacturing, Business Strategy, Consulting, Business Process..., Leadership, Strategic Planning, Operations Management, Business Development, Cost Accounting, Strategy, Accounting, Project Management, Contract Negotiation, Operational Excellence, Food, Asset Managment, Energy, Pricing, Process Improvement, Six Sigma, Start-ups, Insurance, Asset Management, Restructuring, Change Management, Cross-functional Team..., Financial Modeling, Automation, Microsoft Office, Financial Accounting, Project Accounting, ERP, Process Engineering, Lean Management, Lean Transformation, Strategic Financial..., Microsoft Excel, Grant Writing, Higher Education, Key Performance..., Sustainability, Leadership Development, Credit, Quality Assurance, Transportation, Visio, Facilities Management, Team Building
Education
Youngstown State University 1997 — 1999
Master of Business Administration (MBA), Accounting and Business/Management
Youngstown State University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Accounting, cum laude
Lean Enterprise Inc. 2002 — 2009
Cetificate Track Courses, Certified Lean Master, Certificate Track - Continuing Profesional Education
Saint Leo University 1980 — 1981
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
B2B CFO® September 2014 - Present
AMS Consulting llc January 2012 - September 2014
John Zidian Co. Inc. January 1999 - March 2013
Skills
Management, Manufacturing, Lean Manufacturing, Business Strategy, Consulting, Business Process..., Leadership, Strategic Planning, Operations Management, Business Development, Cost Accounting, Strategy, Accounting, Project Management, Contract Negotiation, Operational Excellence, Food, Asset Managment, Energy, Pricing, Process Improvement, Six Sigma, Start-ups, Insurance, Asset Management, Restructuring, Change Management, Cross-functional Team..., Financial Modeling, Automation, Microsoft Office, Financial Accounting, Project Accounting, ERP, Process Engineering, Lean Management, Lean Transformation, Strategic Financial..., Microsoft Excel, Grant Writing, Higher Education, Key Performance..., Sustainability, Leadership Development, Credit, Quality Assurance, Transportation, Visio, Facilities Management, Team Building
Education
Youngstown State University 1997 — 1999
Master of Business Administration (MBA), Accounting and Business/Management
Youngstown State University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Accounting, cum laude
Lean Enterprise Inc. 2002 — 2009
Cetificate Track Courses, Certified Lean Master, Certificate Track - Continuing Profesional Education
Saint Leo University 1980 — 1981
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Emilee McRae's B2B CFO® Experience November 2012 - Present
Job Executive Assistant to CEO at B2B CFO
Industry Financial Services
Experience
B2B CFO November 2012 - Present
Ross Stores June 2010 - November 2012
Skills
Forecasting, Managerial Finance, Financial Analysis, Budgets, Accounting, Cash Flow, Executive Management, Finance, Inventory Management, Business Planning, Cash Management, Financial Reporting, QuickBooks, Payroll
Education
Mesa Community College
B2B CFO November 2012 - Present
Ross Stores June 2010 - November 2012
Skills
Forecasting, Managerial Finance, Financial Analysis, Budgets, Accounting, Cash Flow, Executive Management, Finance, Inventory Management, Business Planning, Cash Management, Financial Reporting, QuickBooks, Payroll
Education
Mesa Community College
Debra Christein Debra Christein's B2B CFO® Experience September 2010 - Present
Job Partner, B2B CFO®
Industry Management Consulting
Experience
B2B CFO® September 2010 - Present
Ann Arbor Art Center January 2011 - Present
A2Y Chamber December 2010 - Present
New Enterrpise Forum 2010 - Present
SpiralSynthesis™ March 2010 - September 2010
LTI Information Technology March 2006 - April 2010
LimnoTech November 1994 - February 2009
Braithwaite Consulting January 1993 - July 1994
Renken and Company 1988 - 1993
Skills
Strategic Planning, Business Planning, Entrepreneurship, Leadership, Business Development, Accounting, Public Speaking, Training, Managerial Finance, New Business Development, Business Strategy, Management, Small Business, Coaching, Strategy, Management Consulting, Change Management, Marketing Strategy, Cash Flow, Leadership Development, Banking, Finance, Start-ups, Mentoring, Financial Analysis, Cash Flow Forecasting, Human Resources, Working Capital..., Nonprofits, Sales, Cash Management, Mergers & Acquisitions, Consulting, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance, Information Systems
Miami University
M.S. and B.A., Zoology, population ecology
University of Michigan
PhD Candidate, Ecology and Evolutionary Theory
B2B CFO® September 2010 - Present
Ann Arbor Art Center January 2011 - Present
A2Y Chamber December 2010 - Present
New Enterrpise Forum 2010 - Present
SpiralSynthesis™ March 2010 - September 2010
LTI Information Technology March 2006 - April 2010
LimnoTech November 1994 - February 2009
Braithwaite Consulting January 1993 - July 1994
Renken and Company 1988 - 1993
Skills
Strategic Planning, Business Planning, Entrepreneurship, Leadership, Business Development, Accounting, Public Speaking, Training, Managerial Finance, New Business Development, Business Strategy, Management, Small Business, Coaching, Strategy, Management Consulting, Change Management, Marketing Strategy, Cash Flow, Leadership Development, Banking, Finance, Start-ups, Mentoring, Financial Analysis, Cash Flow Forecasting, Human Resources, Working Capital..., Nonprofits, Sales, Cash Management, Mergers & Acquisitions, Consulting, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance, Information Systems
Miami University
M.S. and B.A., Zoology, population ecology
University of Michigan
PhD Candidate, Ecology and Evolutionary Theory
Mike Ridder Mike Ridder's B2B CFO® Experience January 2012 - Present
Job Partner and Certified Business Transition Expert™ at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® January 2012 - Present
B2B CFO® June 2014 - Present
Adams Thermal Systems June 2010 - January 2012
ITT January 2008 - January 2010
Danaher September 2006 - January 2008
Danaher September 2005 - September 2006
Renaissance Mark March 2004 - April 2005
ArcelorMittal November 2002 - March 2004
Arcelor Mittal November 1999 - November 2002
ArcelorMittal June 1999 - November 1999
Skills
Accounting, Lean Manufacturing, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Management, Strategic Planning, Due Diligence, Cash Flow, Treasury Management, CFOs, Exit Strategies, Continuous Improvement, Risk Management, Profit Maximization, Managerial Finance, Business Process..., Cash Flow Forecasting, Strategic Financial..., Internal Controls, Mergers, Business Planning, Forecasting, Manufacturing, Mergers & Acquisitions, GAAP, Leadership, Operations Management, Sarbanes-Oxley Act, Cross-functional Team..., Working Capital..., Financial Accounting, Management, Strategy, Start-ups, Finance, Auditing, Corporate Finance, Cost Accounting, Executive Management, Internal Audit, Analysis, Consolidation, Restructuring, Acquisition Integration, US GAAP, Hyperion Enterprise, SEC filings, Budgets
Education
University of Notre Dame 2004 — 2005
MBA
Calvin College 1987 — 1991
BSA, Accountancy
B2B CFO® January 2012 - Present
B2B CFO® June 2014 - Present
Adams Thermal Systems June 2010 - January 2012
ITT January 2008 - January 2010
Danaher September 2006 - January 2008
Danaher September 2005 - September 2006
Renaissance Mark March 2004 - April 2005
ArcelorMittal November 2002 - March 2004
Arcelor Mittal November 1999 - November 2002
ArcelorMittal June 1999 - November 1999
Skills
Accounting, Lean Manufacturing, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Management, Strategic Planning, Due Diligence, Cash Flow, Treasury Management, CFOs, Exit Strategies, Continuous Improvement, Risk Management, Profit Maximization, Managerial Finance, Business Process..., Cash Flow Forecasting, Strategic Financial..., Internal Controls, Mergers, Business Planning, Forecasting, Manufacturing, Mergers & Acquisitions, GAAP, Leadership, Operations Management, Sarbanes-Oxley Act, Cross-functional Team..., Working Capital..., Financial Accounting, Management, Strategy, Start-ups, Finance, Auditing, Corporate Finance, Cost Accounting, Executive Management, Internal Audit, Analysis, Consolidation, Restructuring, Acquisition Integration, US GAAP, Hyperion Enterprise, SEC filings, Budgets
Education
University of Notre Dame 2004 — 2005
MBA
Calvin College 1987 — 1991
BSA, Accountancy
Dave Bitter Dave Bitter's B2B CFO® Experience August 2012 - Present
Job Partner at B2B CFO®
Industry Management Consulting
Experience
B2B CFO August 2012 - Present
Intellifarms Holdings LLC April 2011 - May 2013
Consultant June 2010 - March 2011
Pacific Consolidated Industries September 2004 - May 2010
Black & Decker HHI January 2002 - August 2004
Honeywell Aerospace June 2000 - December 2001
Honeywell Aerospace August 1997 - May 2000
Ford Motor Company May 1988 - July 1997
Skills
Financial Management, Business Planning, Operations Management, Managerial Finance, Forecasting, Financial Analysis, Strategic Planning, Budgets, Corporate Finance, Cash Flow, Manufacturing, Project Planning, Finance, Coaching, Mergers & Acquisitions, Process Improvement, Sales, Start-ups, Business Strategy, Strategic Financial..., Leadership, Analysis, Business Development, Team Building, Due Diligence, Financial Modeling
Education
Brigham Young University 1986 — 1988
MBA, Finance and Operations
Brigham Young University 1982 — 1986
BS, Computer Science & Statistics
B2B CFO August 2012 - Present
Intellifarms Holdings LLC April 2011 - May 2013
Consultant June 2010 - March 2011
Pacific Consolidated Industries September 2004 - May 2010
Black & Decker HHI January 2002 - August 2004
Honeywell Aerospace June 2000 - December 2001
Honeywell Aerospace August 1997 - May 2000
Ford Motor Company May 1988 - July 1997
Skills
Financial Management, Business Planning, Operations Management, Managerial Finance, Forecasting, Financial Analysis, Strategic Planning, Budgets, Corporate Finance, Cash Flow, Manufacturing, Project Planning, Finance, Coaching, Mergers & Acquisitions, Process Improvement, Sales, Start-ups, Business Strategy, Strategic Financial..., Leadership, Analysis, Business Development, Team Building, Due Diligence, Financial Modeling
Education
Brigham Young University 1986 — 1988
MBA, Finance and Operations
Brigham Young University 1982 — 1986
BS, Computer Science & Statistics
Ray Rucksdashel Ray Rucksdashel's B2B CFO® Experience January 2012 - September 2013
Job Chief Financial Office QuestTec Solutions, Inc.
Industry Financial Services
Experience
Quest-Tec Solutions, Inc. December 2010 - Present
B2B CFO® January 2012 - September 2013
Subdivision Home Owners Association November 2009 - August 2013
Baro Holdings, Inc. 1996 - 2011
West Loop Savings and Loan Association 1992 - 1996
Shelby, Rucksdashel & Jones, CPA's 1980 - 1992
American Savings and Loan Association 1975 - 1980
Peat Marwick Mitchell (Now KPMG) 1971 - 1975
Skills
Mergers, Financial Planning, Asset Management, Small Business, Asset, Management Consulting, Loans, Banking, Strategic Planning, Accounting, Analysis, Compliance, Business Advisory, Budgeting, Planning, Debt, Due Diligence, Treasury Management, Growth, Debt Restructuring, Sales Growth, Savings & Loans, Contract Negotiation, Forecasting, Excel, Operations Management, Recruitment/Retention, Compensation Plans, P&L Manangement, Auditing, Growth Planning, Cash Flow, Financial Management, Business Planning, Administration, Marketing Strategy, Financial Analysis, Financial Reporting, Financial Modeling, Cash Management, Budgets, Managerial Finance, Management, Microsoft Excel
Education
Baylor University - Hankamer School of Business 1967 — 1971
BBA, Accounting
Quest-Tec Solutions, Inc. December 2010 - Present
B2B CFO® January 2012 - September 2013
Subdivision Home Owners Association November 2009 - August 2013
Baro Holdings, Inc. 1996 - 2011
West Loop Savings and Loan Association 1992 - 1996
Shelby, Rucksdashel & Jones, CPA's 1980 - 1992
American Savings and Loan Association 1975 - 1980
Peat Marwick Mitchell (Now KPMG) 1971 - 1975
Skills
Mergers, Financial Planning, Asset Management, Small Business, Asset, Management Consulting, Loans, Banking, Strategic Planning, Accounting, Analysis, Compliance, Business Advisory, Budgeting, Planning, Debt, Due Diligence, Treasury Management, Growth, Debt Restructuring, Sales Growth, Savings & Loans, Contract Negotiation, Forecasting, Excel, Operations Management, Recruitment/Retention, Compensation Plans, P&L Manangement, Auditing, Growth Planning, Cash Flow, Financial Management, Business Planning, Administration, Marketing Strategy, Financial Analysis, Financial Reporting, Financial Modeling, Cash Management, Budgets, Managerial Finance, Management, Microsoft Excel
Education
Baylor University - Hankamer School of Business 1967 — 1971
BBA, Accounting
Randy McCall Randy McCall's B2B CFO® Experience December 2011 - June 2012
Job President, CEO and creative leader
Industry Oil & Energy
Experience
JMac Energy June 2012 - Present
B2B CFO December 2011 - June 2012
Laredo Petroleum, Inc. July 2011 - November 2011
Broad Oak Energy, Inc. July 2009 - July 2011
Broad Oak Energy, Inc. June 2006 - July 2009
KRM Capital LP 2002 - June 2006
Wheeler Oil Company 1992 - 2002
Randy McCall, CPA 1990 - 1992
Ray Richey and Company 1979 - 1990
Coopers & Lybrand January 1978 - December 1979
Skills
Cash Flow, Cash Flow Forecasting, Debt Management, Cash Flow Management, Accounting, Tax, Banking Relationships, Debt, Small Business, Financial Reporting, Financial Modeling, Financial Accounting, Financial Analysis, Financial Management, Valuation, Forecasting, Working Capital..., Business Planning, Asset Management, Capital Budgeting, Financial Control, Start-ups, Strategic Planning, Business Strategy, P&L, Managerial Finance, Finance, Mergers & Acquisitions, Budgets, Business Valuation, Upstream, Oil & Gas Industry, Oilfield, Wastewater, Spreadsheets, OGSYS, Business Development, Cash Management, Due Diligence, Divestitures, Restructuring, Internal Controls, Cost Accounting, GAAP, Financial Audits
Education
Abilene Christian University 1972 — 1976
BBA, Accounting
JMac Energy June 2012 - Present
B2B CFO December 2011 - June 2012
Laredo Petroleum, Inc. July 2011 - November 2011
Broad Oak Energy, Inc. July 2009 - July 2011
Broad Oak Energy, Inc. June 2006 - July 2009
KRM Capital LP 2002 - June 2006
Wheeler Oil Company 1992 - 2002
Randy McCall, CPA 1990 - 1992
Ray Richey and Company 1979 - 1990
Coopers & Lybrand January 1978 - December 1979
Skills
Cash Flow, Cash Flow Forecasting, Debt Management, Cash Flow Management, Accounting, Tax, Banking Relationships, Debt, Small Business, Financial Reporting, Financial Modeling, Financial Accounting, Financial Analysis, Financial Management, Valuation, Forecasting, Working Capital..., Business Planning, Asset Management, Capital Budgeting, Financial Control, Start-ups, Strategic Planning, Business Strategy, P&L, Managerial Finance, Finance, Mergers & Acquisitions, Budgets, Business Valuation, Upstream, Oil & Gas Industry, Oilfield, Wastewater, Spreadsheets, OGSYS, Business Development, Cash Management, Due Diligence, Divestitures, Restructuring, Internal Controls, Cost Accounting, GAAP, Financial Audits
Education
Abilene Christian University 1972 — 1976
BBA, Accounting
Alec Puketza, CPA Alec Puketza, CPA's B2B CFO® Experience November 2011 - Present
Job PartnerB2B CFO® | Affordable CFO Services | Improve Cash Flow and Profits | Increase Company Value | Exit Strategies
Industry Management Consulting
Experience
B2B CFO® November 2011 - Present
The Rees Companies, Inc November 2005 - December 2011
Dewey Homes, LP December 2003 - November 2005
China World Sector & Seattle Church of Christ November 1998 - August 2003
Bulldog Construction Co., Inc January 1995 - October 1998
Empire Investments, LLP - Local Homebuilder January 1993 - January 1995
Stockton Bates & Company January 1987 - October 1989
Toll Brothers, Inc January 1983 - January 1985
Skills
Cash Management, Cash Flow Forecasting, Financial Reporting, Forecasting, QuickBooks, Payroll, Credit, Finance, Budgets, Turn Around Management, Risk Management, Banking, Human Resources, Real Estate, Construction, Construction Accounting, Timberline Accounting, Master Builder, Job Costing, Microsoft Excel, Surety Bonds, Davis Bacon, Prevailing Wage, Real Estate Development, Homebuilders, Not-for-profit
Education
Lebanon Valley College 1978 — 1982
B.S., Accounting
Neshaminy High School 1975 — 1978
B2B CFO® November 2011 - Present
The Rees Companies, Inc November 2005 - December 2011
Dewey Homes, LP December 2003 - November 2005
China World Sector & Seattle Church of Christ November 1998 - August 2003
Bulldog Construction Co., Inc January 1995 - October 1998
Empire Investments, LLP - Local Homebuilder January 1993 - January 1995
Stockton Bates & Company January 1987 - October 1989
Toll Brothers, Inc January 1983 - January 1985
Skills
Cash Management, Cash Flow Forecasting, Financial Reporting, Forecasting, QuickBooks, Payroll, Credit, Finance, Budgets, Turn Around Management, Risk Management, Banking, Human Resources, Real Estate, Construction, Construction Accounting, Timberline Accounting, Master Builder, Job Costing, Microsoft Excel, Surety Bonds, Davis Bacon, Prevailing Wage, Real Estate Development, Homebuilders, Not-for-profit
Education
Lebanon Valley College 1978 — 1982
B.S., Accounting
Neshaminy High School 1975 — 1978
Marty Rice's B2B CFO® Experience July 2011 - October 2013
Job Financial Executive That Drives Results
Industry Financial Services
Experience
Self Employed July 2014 - Present
Garrard Construction Group, Inc January 2013 - June 2014
B2B CFO July 2011 - October 2013
Green Product Technologies 2010 - 2011
Roswell Capital Partners 2010 - 2011
E4E Solutions July 2009 - December 2009
Remote Equipment Systems 1999 - 2003
Skills
Managerial Finance, Exit Strategies, Mergers & Acquisitions, Loan Modifications, Contract Negotiation, Finance, Accounting, Financial Reporting, Banking, Corporate Finance, Cash Flow, Cash Management, Strategic Financial..., Business Planning, Forecasting, Portfolio Management, Business Strategy, Internal Controls, Budgets, Executive Management, Small Business, Strategy
Education
Florida State University - College of Business 1970 — 1974
BS, Accounting
Self Employed July 2014 - Present
Garrard Construction Group, Inc January 2013 - June 2014
B2B CFO July 2011 - October 2013
Green Product Technologies 2010 - 2011
Roswell Capital Partners 2010 - 2011
E4E Solutions July 2009 - December 2009
Remote Equipment Systems 1999 - 2003
Skills
Managerial Finance, Exit Strategies, Mergers & Acquisitions, Loan Modifications, Contract Negotiation, Finance, Accounting, Financial Reporting, Banking, Corporate Finance, Cash Flow, Cash Management, Strategic Financial..., Business Planning, Forecasting, Portfolio Management, Business Strategy, Internal Controls, Budgets, Executive Management, Small Business, Strategy
Education
Florida State University - College of Business 1970 — 1974
BS, Accounting
Larry Barrett Larry Barrett's B2B CFO® Experience July 2011 - April 2013
Job Controller at Perpetual Recycling Solutions
Industry Plastics
Experience
Perpetual Recycling Solutions May 2014 - Present
Consultant April 2013 - February 2015
B2B CFO July 2011 - April 2013
Mid-American Elevator Co., Inc. July 2005 - July 2010
LWG Consulting November 2002 - June 2005
Mid-American Elevator Co., Inc. February 1999 - November 2002
LWG Consulting November 1995 - December 1998
Alfa Laval May 1991 - November 1995
Golden Eagle Archery February 1989 - July 1990
Cross & Trecker, Inc June 1985 - December 1988
Skills
Budgeting, Forecasting, Accounting, Financial Reporting, Analysis, Payroll, Team Building, Cash, Improving, Business Intelligence, Financial Analysis, Accounts Payable, Accounts Receivable, Strategic Planning, General Ledger, Financial System..., Financial Systems Design, Benefits Administration, Benefits Design, Software Implementation, Budgets, Internal Controls, Auditing, Financial Forecasting, QuickBooks, Working Capital..., Cash Flow Forecasting, Leadership, Cash Flow, Management, Cost Accounting, Financial Accounting, Risk Management, Finance, Cash Management, Process Improvement, Strategic Financial..., Tax, Mergers & Acquisitions, Due Diligence, Financial Modeling, Executive Management, Managerial Finance, Financial Statements
Education
Eastern Michigan University 1978 — 1980
BS - Accounting
Central Michigan University 1973 — 1978
Perpetual Recycling Solutions May 2014 - Present
Consultant April 2013 - February 2015
B2B CFO July 2011 - April 2013
Mid-American Elevator Co., Inc. July 2005 - July 2010
LWG Consulting November 2002 - June 2005
Mid-American Elevator Co., Inc. February 1999 - November 2002
LWG Consulting November 1995 - December 1998
Alfa Laval May 1991 - November 1995
Golden Eagle Archery February 1989 - July 1990
Cross & Trecker, Inc June 1985 - December 1988
Skills
Budgeting, Forecasting, Accounting, Financial Reporting, Analysis, Payroll, Team Building, Cash, Improving, Business Intelligence, Financial Analysis, Accounts Payable, Accounts Receivable, Strategic Planning, General Ledger, Financial System..., Financial Systems Design, Benefits Administration, Benefits Design, Software Implementation, Budgets, Internal Controls, Auditing, Financial Forecasting, QuickBooks, Working Capital..., Cash Flow Forecasting, Leadership, Cash Flow, Management, Cost Accounting, Financial Accounting, Risk Management, Finance, Cash Management, Process Improvement, Strategic Financial..., Tax, Mergers & Acquisitions, Due Diligence, Financial Modeling, Executive Management, Managerial Finance, Financial Statements
Education
Eastern Michigan University 1978 — 1980
BS - Accounting
Central Michigan University 1973 — 1978
Kent Spuehler, CPA's B2B CFO® Experience April 2011 - Present
Job Partner at B2B CFO®
Industry Financial Services
Experience
B2B CFO® April 2011 - Present
CollegeInvest June 2003 - November 2010
GMAC Education Loan Funding Corp April 2002 - May 2003
Nelnet (formerly Unipac Service Corporation) January 1995 - April 2002
Unipac Service Corporation January 1990 - December 1994
Silverado Bank January 1987 - December 1989
KPMG January 1984 - December 1986
Skills
Forecasting, Accounting, Financial Reporting, Internal Controls, Financial Management, Financial Planning, Financial Analysis, Budgeting, Strategic Planning, Due Diligence, Risk Management, Cash Flow, Financial Modeling, Budgets, Cash Management, Financial Accounting, Acquisition Integration, Executive Management, Auditing, Strategic Financial..., Business Planning, Analysis, Cash Flow Forecasting, Managerial Finance, Project Planning, Mergers & Acquisitions, Financial Services, Investments, Program Management, Finance, Loans, Restructuring, Business Strategy, Valuation, Working Capital..., Management, Management Consulting, Corporate Finance, Banking, Portfolio Management, Start-ups, Financial Statements
Education
The Ohio State University 1973 — 1974
BS, Allied Health
B2B CFO® April 2011 - Present
CollegeInvest June 2003 - November 2010
GMAC Education Loan Funding Corp April 2002 - May 2003
Nelnet (formerly Unipac Service Corporation) January 1995 - April 2002
Unipac Service Corporation January 1990 - December 1994
Silverado Bank January 1987 - December 1989
KPMG January 1984 - December 1986
Skills
Forecasting, Accounting, Financial Reporting, Internal Controls, Financial Management, Financial Planning, Financial Analysis, Budgeting, Strategic Planning, Due Diligence, Risk Management, Cash Flow, Financial Modeling, Budgets, Cash Management, Financial Accounting, Acquisition Integration, Executive Management, Auditing, Strategic Financial..., Business Planning, Analysis, Cash Flow Forecasting, Managerial Finance, Project Planning, Mergers & Acquisitions, Financial Services, Investments, Program Management, Finance, Loans, Restructuring, Business Strategy, Valuation, Working Capital..., Management, Management Consulting, Corporate Finance, Banking, Portfolio Management, Start-ups, Financial Statements
Education
The Ohio State University 1973 — 1974
BS, Allied Health
Jon Deiter CPA/ABV MBA CGMA's B2B CFO® Experience November 2011 - June 2014
Job CFO / VP Finance and Admin at McMardon Investments, LLC / MAC6
Industry Management Consulting
Experience
McMardon Investments, LLC / MAC6 June 2014 - Present
Conscious Capitalism - Arizona Chapter April 2013 - Present
Chandler Chamber of Commerce Board of Directors January 2011 - Present
B2B CFO® November 2011 - June 2014
Greater Phoenix SCORE 2009 - 2012
Jonathan W. Deiter, CPA November 2005 - November 2011
GPMI Co. June 2003 - November 2005
Gerber Plumbing Fixtures Corp. April 1990 - May 2002
Chicago Specialty Manufacturing Co 1983 - 1990
Skills
Business Valuation, Financial Management, Valuation, Accounting, Mergers, Quickbooks, Financial Reporting, Tax, Business Planning, Cash Management, Small Business, Financial Analysis, Cash Flow Forecasting, Financial Modeling, Exit Strategies, Due Diligence, Budgeting, IT Systems..., Board of Director..., QuickBooks, Managerial Finance, Budgets, Mergers & Acquisitions, Cash Flow, Leadership, Strategic Planning, Board of Directors, Entrepreneurship, Management, Finance, CPA, Internal Controls, Executive Management, Strategic Financial..., Forensic Accounting, Information Technology, Financial Planning, Start-ups
Education
Benedictine University 1976 — 1982
MBA, Finance
North Central College 1971 — 1975
BA, Mathematics
McMardon Investments, LLC / MAC6 June 2014 - Present
Conscious Capitalism - Arizona Chapter April 2013 - Present
Chandler Chamber of Commerce Board of Directors January 2011 - Present
B2B CFO® November 2011 - June 2014
Greater Phoenix SCORE 2009 - 2012
Jonathan W. Deiter, CPA November 2005 - November 2011
GPMI Co. June 2003 - November 2005
Gerber Plumbing Fixtures Corp. April 1990 - May 2002
Chicago Specialty Manufacturing Co 1983 - 1990
Skills
Business Valuation, Financial Management, Valuation, Accounting, Mergers, Quickbooks, Financial Reporting, Tax, Business Planning, Cash Management, Small Business, Financial Analysis, Cash Flow Forecasting, Financial Modeling, Exit Strategies, Due Diligence, Budgeting, IT Systems..., Board of Director..., QuickBooks, Managerial Finance, Budgets, Mergers & Acquisitions, Cash Flow, Leadership, Strategic Planning, Board of Directors, Entrepreneurship, Management, Finance, CPA, Internal Controls, Executive Management, Strategic Financial..., Forensic Accounting, Information Technology, Financial Planning, Start-ups
Education
Benedictine University 1976 — 1982
MBA, Finance
North Central College 1971 — 1975
BA, Mathematics
Bud LaRosa, CCIFP, CRIS's B2B CFO® Experience September 2010 - January 2012
Job Chief Business Performance Officer/CFO
Industry Construction
Experience
Tocci Building Corporation January 2012 - Present
B2B CFO September 2010 - January 2012
Definition 6 March 2008 - May 2010
Superior Commercial Roofing Company June 2005 - March 2008
Young Contracting Company 2003 - 2005
Tocci Building Corporation January 2001 - November 2003
Westcott Construction Company, Inc September 1999 - December 2000
Kaplan Corporation 1992 - 1999
JC Cannistraro 1988 - 1992
Skills
Business Development, Forecasting, Budgets, Financial Reporting, Managerial Finance, Due Diligence, Mergers & Acquisitions, Strategic Planning, Cash Flow, Risk Management, Contract Negotiation, Strategy, Accounting, Finance, Cost Accounting, Management, Business Strategy, Cash Management, Construction, Small Business, Business Planning, Internal Controls, Strategic Financial..., Contract Management, Restructuring, Leadership, CRM, Project Management, Banking, Management Consulting, Sage, Executive Management, Cost Reduction, Manufacturing, Great Plains Software, Timberline, Great Plains, Quickbooks Enterprise, Budgeting, Non-profits, Professional Services, Negotiation, Start-ups, Auditing, Nonprofits, Entrepreneurship, Financial Analysis, Technology, Financial Accounting, Human Resources
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1995
MBA, Finance
Eastern Nazarene College 1992 — 1994
BSBA, Business Administration
Tocci Building Corporation January 2012 - Present
B2B CFO September 2010 - January 2012
Definition 6 March 2008 - May 2010
Superior Commercial Roofing Company June 2005 - March 2008
Young Contracting Company 2003 - 2005
Tocci Building Corporation January 2001 - November 2003
Westcott Construction Company, Inc September 1999 - December 2000
Kaplan Corporation 1992 - 1999
JC Cannistraro 1988 - 1992
Skills
Business Development, Forecasting, Budgets, Financial Reporting, Managerial Finance, Due Diligence, Mergers & Acquisitions, Strategic Planning, Cash Flow, Risk Management, Contract Negotiation, Strategy, Accounting, Finance, Cost Accounting, Management, Business Strategy, Cash Management, Construction, Small Business, Business Planning, Internal Controls, Strategic Financial..., Contract Management, Restructuring, Leadership, CRM, Project Management, Banking, Management Consulting, Sage, Executive Management, Cost Reduction, Manufacturing, Great Plains Software, Timberline, Great Plains, Quickbooks Enterprise, Budgeting, Non-profits, Professional Services, Negotiation, Start-ups, Auditing, Nonprofits, Entrepreneurship, Financial Analysis, Technology, Financial Accounting, Human Resources
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1995
MBA, Finance
Eastern Nazarene College 1992 — 1994
BSBA, Business Administration
Steven Kreger Steven Kreger's B2B CFO® Experience August 2010 - September 2011
Job Chief Financial Officer at YWCA Greater Cleveland
Industry Financial Services
Experience
YWCA Greater Cleveland October 2011 - Present
B2B CFO August 2010 - September 2011
Pierce's Team Sports August 2003 - October 2009
ERICO International Corporation December 1997 - October 2002
AMSCO International, Inc. January 1994 - October 1996
AMSCO International, Inc. May 1988 - January 1994
AMSCO International, Inc. September 1983 - May 1988
Arthur Andersen & Co. June 1974 - September 1983
Skills
Investments, Cash Flow, Business, Cost Benefit, CO-PA, Financial Reporting, Cash Management, Working Capital..., Financial Analysis, Cash Flow Forecasting, Managerial Finance, Mergers, Accounting, Internal Controls, Forecasting, Cost Accounting, Strategic Financial..., Budgets
Education
Penn State University 1970 — 1974
Bachelor of Science, Accounting
YWCA Greater Cleveland October 2011 - Present
B2B CFO August 2010 - September 2011
Pierce's Team Sports August 2003 - October 2009
ERICO International Corporation December 1997 - October 2002
AMSCO International, Inc. January 1994 - October 1996
AMSCO International, Inc. May 1988 - January 1994
AMSCO International, Inc. September 1983 - May 1988
Arthur Andersen & Co. June 1974 - September 1983
Skills
Investments, Cash Flow, Business, Cost Benefit, CO-PA, Financial Reporting, Cash Management, Working Capital..., Financial Analysis, Cash Flow Forecasting, Managerial Finance, Mergers, Accounting, Internal Controls, Forecasting, Cost Accounting, Strategic Financial..., Budgets
Education
Penn State University 1970 — 1974
Bachelor of Science, Accounting
Chris Buls's B2B CFO® Experience April 2014 - Present
Job Partner at B2B CFO®
Industry Financial Services
Experience
B2B CFO® April 2014 - Present
iAcquire November 2012 - April 2014
B2B CFO® July 2010 - November 2012
Buls Consulting February 2010 - June 2010
American Water 2004 - August 2009
Cytec March 2001 - June 2004
Air Products August 1988 - March 2001
Skills
Financial Modeling, Strategic Planning, Budgeting, IPO, Cash Management, Cash Flow Forecasting, Collections, Financial Statement..., Treasury Management, Business Turn-arounds, Mergers & Acquisitions, Acquisition Integration, Financial Forecasting, Performance Metrics, Financial Metrics, Financial Analysis, Risk Management, Commercial Insurance, ESOP, Finacial Management, Internal Controls, Cost Control, ERP Implementations, CRM Integration, Performance Reporting, Contract Negotiation, Fraud Detection
Education
Indiana University Bloomington 1985 — 1987
MBA, Finance
Indiana University Bloomington 1978 — 1982
BA, Chemistry w/ Outside Field in Business
B2B CFO® April 2014 - Present
iAcquire November 2012 - April 2014
B2B CFO® July 2010 - November 2012
Buls Consulting February 2010 - June 2010
American Water 2004 - August 2009
Cytec March 2001 - June 2004
Air Products August 1988 - March 2001
Skills
Financial Modeling, Strategic Planning, Budgeting, IPO, Cash Management, Cash Flow Forecasting, Collections, Financial Statement..., Treasury Management, Business Turn-arounds, Mergers & Acquisitions, Acquisition Integration, Financial Forecasting, Performance Metrics, Financial Metrics, Financial Analysis, Risk Management, Commercial Insurance, ESOP, Finacial Management, Internal Controls, Cost Control, ERP Implementations, CRM Integration, Performance Reporting, Contract Negotiation, Fraud Detection
Education
Indiana University Bloomington 1985 — 1987
MBA, Finance
Indiana University Bloomington 1978 — 1982
BA, Chemistry w/ Outside Field in Business
George Bares George Bares's B2B CFO® Experience September 2011 - Present
Job Partner at B2B CFO
Industry Accounting
Experience
B2B CFO September 2011 - Present
George A. Bares & Associates, LLC November 2009 - August 2011
Electronic Cable Specialists, Inc January 1994 - September 2009
Security Commercial Credit Corporation October 1985 - January 1994
Independence Bank Group, Inc May 1982 - October 1985
Price Waterhouse January 1979 - May 1982
Skills
Financial Management &..., Budgeting & Forecasting, Contract Management &..., Corporate Turnarounds, Commercial Lending &..., Asset Based Lending, Executive Compensation..., Human Resources, Pricing Strategy, Commercial Lending, Managerial Finance, Negotiation, Budgets, Strategic Planning, Turn Around Management, CPA, Analysis, Executive Management, Small Business, Mergers & Acquisitions, Accounting, Start-ups, Internal Controls, Finance, Management, Banking, Management Consulting, Internal Audit, Auditing, Forecasting, Exit Planning, Tax, Restructuring
Education
Marquette University 1985 — 1989
MBA, Accounting/Finance
Marquette University 1974 — 1978
BS, Accounting
Wauwatosa East
B2B CFO September 2011 - Present
George A. Bares & Associates, LLC November 2009 - August 2011
Electronic Cable Specialists, Inc January 1994 - September 2009
Security Commercial Credit Corporation October 1985 - January 1994
Independence Bank Group, Inc May 1982 - October 1985
Price Waterhouse January 1979 - May 1982
Skills
Financial Management &..., Budgeting & Forecasting, Contract Management &..., Corporate Turnarounds, Commercial Lending &..., Asset Based Lending, Executive Compensation..., Human Resources, Pricing Strategy, Commercial Lending, Managerial Finance, Negotiation, Budgets, Strategic Planning, Turn Around Management, CPA, Analysis, Executive Management, Small Business, Mergers & Acquisitions, Accounting, Start-ups, Internal Controls, Finance, Management, Banking, Management Consulting, Internal Audit, Auditing, Forecasting, Exit Planning, Tax, Restructuring
Education
Marquette University 1985 — 1989
MBA, Accounting/Finance
Marquette University 1974 — 1978
BS, Accounting
Wauwatosa East
Randolph Hoffman Randolph Hoffman's B2B CFO® Experience May 2010 - December 2012
Job Chief Financial Officer, BSWQA at Baylor Scott & White
Industry Hospital & Health Care
Experience
Baylor Health Care System December 2012 - Present
B2B CFO® May 2010 - December 2012
First Congregational Church 2011 - 2012
Ohio Public Employees Retirement System May 2008 - May 2010
OhioHealth Group 2003 - 2007
Personal Care 1997 - 2000
Emerald Health 1995 - 1997
Paramount Health Care 1988 - 1994
Skills
Turn Around Management, Managerial Finance, Product Launch, Cultural Transformation, Profitable Growth, Mergers, Start-ups, Healthcare, Financial Modeling, Finance, Business Planning, Strategic Planning, Financial Analysis, Executive Management, Business Strategy, Venture Capital, Leadership, Financial Reporting, Private Equity, Mergers & Acquisitions, Strategy, Restructuring, Cash Management, Budgets, Forecasting, Cash Flow, Strategic Financial..., Corporate Finance, Team Building
Education
Capital University - School of Management 1983 — 1985
MBA, Business
The Ohio State University - The Max M. Fisher College of Business 1975 — 1977
Bachelor of Business Administration (BBA), Accounting and Finance
Baylor Health Care System December 2012 - Present
B2B CFO® May 2010 - December 2012
First Congregational Church 2011 - 2012
Ohio Public Employees Retirement System May 2008 - May 2010
OhioHealth Group 2003 - 2007
Personal Care 1997 - 2000
Emerald Health 1995 - 1997
Paramount Health Care 1988 - 1994
Skills
Turn Around Management, Managerial Finance, Product Launch, Cultural Transformation, Profitable Growth, Mergers, Start-ups, Healthcare, Financial Modeling, Finance, Business Planning, Strategic Planning, Financial Analysis, Executive Management, Business Strategy, Venture Capital, Leadership, Financial Reporting, Private Equity, Mergers & Acquisitions, Strategy, Restructuring, Cash Management, Budgets, Forecasting, Cash Flow, Strategic Financial..., Corporate Finance, Team Building
Education
Capital University - School of Management 1983 — 1985
MBA, Business
The Ohio State University - The Max M. Fisher College of Business 1975 — 1977
Bachelor of Business Administration (BBA), Accounting and Finance
Elizabeth Stoller Elizabeth Stoller's B2B CFO® Experience February 2008 - November 2012
Job CFO and VP Finance
Industry Printing
Experience
Integrated Printing Solutions November 2012 - October 2014
B2B CFO® February 2008 - November 2012
Western Union March 2004 - August 2005
Diageo March 2000 - June 2003
Bristol-Myers Squibb August 1995 - March 2000
Northwest Airlines August 1992 - November 1994
Drexel Burnham Lambert October 1988 - March 1990
Skills
Financial Forecasting, Profit Improvement, Exit Strategies, Expense Reduction, Reporting & Analysis, Cash Flow, Product Development, Strategic Planning, Profit Maximization, CFOs, Cash Flow Forecasting, Working Capital..., Mergers, Financial Modeling, Expenses, Accounting, Forecasting, Banking, Financial Analysis, Business Planning, Restructuring, Budgets, Turn Around Management, Venture Capital, Mergers & Acquisitions, Start-ups, IPO, Business Development, Managerial Finance, Finance, Strategic Financial..., Small Business, CRM, Due Diligence, Portfolio Management, Cash Management, Executive Management, Banking Relationships, Acquisition Integration, Valuation, Private Equity, Corporate Finance, Analysis, Business Valuation, Divestitures, Funding, Financial Planning
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance, Accounting
Union College 1983 — 1987
BS, Math, Economics
Integrated Printing Solutions November 2012 - October 2014
B2B CFO® February 2008 - November 2012
Western Union March 2004 - August 2005
Diageo March 2000 - June 2003
Bristol-Myers Squibb August 1995 - March 2000
Northwest Airlines August 1992 - November 1994
Drexel Burnham Lambert October 1988 - March 1990
Skills
Financial Forecasting, Profit Improvement, Exit Strategies, Expense Reduction, Reporting & Analysis, Cash Flow, Product Development, Strategic Planning, Profit Maximization, CFOs, Cash Flow Forecasting, Working Capital..., Mergers, Financial Modeling, Expenses, Accounting, Forecasting, Banking, Financial Analysis, Business Planning, Restructuring, Budgets, Turn Around Management, Venture Capital, Mergers & Acquisitions, Start-ups, IPO, Business Development, Managerial Finance, Finance, Strategic Financial..., Small Business, CRM, Due Diligence, Portfolio Management, Cash Management, Executive Management, Banking Relationships, Acquisition Integration, Valuation, Private Equity, Corporate Finance, Analysis, Business Valuation, Divestitures, Funding, Financial Planning
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance, Accounting
Union College 1983 — 1987
BS, Math, Economics
Bob Glickman Bob Glickman's B2B CFO® Experience October 2009 - Present
Job Partner at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® October 2009 - Present
Harbor Freight Tools August 1988 - June 2009
Skills
Debt, Banking, Insurance, Accounting, Inventory Management, Budgeting, Retail, Accounts Payable, Analysis, ERP, International Trade, Vendor Relations, Cost Control, Strategic Planning, Forecasting, Business Analysis, Financial Analysis, Finance, Financial Reporting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 2000
MBA
University of Florida - Warrington College of Business Administration 1973 — 1976
BSBA, Accounting
B2B CFO® October 2009 - Present
Harbor Freight Tools August 1988 - June 2009
Skills
Debt, Banking, Insurance, Accounting, Inventory Management, Budgeting, Retail, Accounts Payable, Analysis, ERP, International Trade, Vendor Relations, Cost Control, Strategic Planning, Forecasting, Business Analysis, Financial Analysis, Finance, Financial Reporting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 2000
MBA
University of Florida - Warrington College of Business Administration 1973 — 1976
BSBA, Accounting
David McLellan David McLellan's B2B CFO® Experience January 2009 - Present
Job Partner at B2B CFO
Industry Management Consulting
Experience
B2B CFO January 2009 - Present
Teldata Enterprise Networks 1997 - 2007
Sporting Clubs of America 1994 - 1997
Skills
Financial Modeling, Financial Analysis, Mergers, Financial Reporting, Managerial Finance, Mergers & Acquisitions, Due Diligence, Cash Management, Management Consulting, Contract Negotiation, Exit Strategies, Small Business, Risk Management, Start-ups, Strategic Financial..., Strategic Planning, Team Building, Private Equity, Business Planning, Business Strategy, Finance, Executive Management, Restructuring, Cash Flow, Corporate Finance, Working Capital..., Forecasting, Cash Flow Forecasting, Business Valuation, Accounting, Venture Capital, Acquisition Integration, Funding, Banking Relationships, Valuation
Education
San Diego State University-California State University 1984 — 1987
MBA, Business Management
University of California, Santa Barbara 1977 — 1981
BA, Business Economics
B2B CFO January 2009 - Present
Teldata Enterprise Networks 1997 - 2007
Sporting Clubs of America 1994 - 1997
Skills
Financial Modeling, Financial Analysis, Mergers, Financial Reporting, Managerial Finance, Mergers & Acquisitions, Due Diligence, Cash Management, Management Consulting, Contract Negotiation, Exit Strategies, Small Business, Risk Management, Start-ups, Strategic Financial..., Strategic Planning, Team Building, Private Equity, Business Planning, Business Strategy, Finance, Executive Management, Restructuring, Cash Flow, Corporate Finance, Working Capital..., Forecasting, Cash Flow Forecasting, Business Valuation, Accounting, Venture Capital, Acquisition Integration, Funding, Banking Relationships, Valuation
Education
San Diego State University-California State University 1984 — 1987
MBA, Business Management
University of California, Santa Barbara 1977 — 1981
BA, Business Economics
David Buslee David Buslee's B2B CFO® Experience July 2009 - Present
Job Certified Business Transition Expert™ Removing barriers to growth and profitability
Industry Management Consulting
Experience
B2B CFO July 2009 - Present
Skills
Strategic Planning, Business Strategy, Strategic Financial..., Financial Analysis, Managerial Finance, Operations Management, ERP, Change Management, Project Management, Manufacturing, Team Leadership, Inventory Management, Mergers, Acquisition Integration, Machining, Financial Reporting, Business Planning, Budgets, Business Process..., Cash Flow, Management, Business Development, New Business Development, Accounting, Finance, Banking, Corporate Finance, Business Valuation, Due Diligence, Private Equity, Cash Management, Auditing, Small Business, Integration, Program Management, Lean Manufacturing, Internal Controls, Sales, Entrepreneurship, Working Capital..., Financial Modeling, Start-ups, Strategy, Investments, Analysis, Leadership, Management Consulting, Risk Management, Cost Accounting, Venture Capital
Education
University of California, Irvine - The Paul Merage School of Business 1981 — 1983
MBA
Fort Lewis College 1976 — 1980
Bachelor of Science
B2B CFO July 2009 - Present
Skills
Strategic Planning, Business Strategy, Strategic Financial..., Financial Analysis, Managerial Finance, Operations Management, ERP, Change Management, Project Management, Manufacturing, Team Leadership, Inventory Management, Mergers, Acquisition Integration, Machining, Financial Reporting, Business Planning, Budgets, Business Process..., Cash Flow, Management, Business Development, New Business Development, Accounting, Finance, Banking, Corporate Finance, Business Valuation, Due Diligence, Private Equity, Cash Management, Auditing, Small Business, Integration, Program Management, Lean Manufacturing, Internal Controls, Sales, Entrepreneurship, Working Capital..., Financial Modeling, Start-ups, Strategy, Investments, Analysis, Leadership, Management Consulting, Risk Management, Cost Accounting, Venture Capital
Education
University of California, Irvine - The Paul Merage School of Business 1981 — 1983
MBA
Fort Lewis College 1976 — 1980
Bachelor of Science
Kevin Olson Kevin Olson's B2B CFO® Experience April 2009 - January 2011
Job Strategic Thinker Focused on Competitive Advantage
Industry Financial Services
Experience
SamePage Planning February 2007 - Present
New Tourism & The Harmony Project February 2013 - March 2015
Capital MatchPoint - Where Business Meets Capital March 2013 - July 2014
Bridge Equity January 2011 - March 2013
FOGFUELS February 2011 - February 2013
B2B CFO® April 2009 - January 2011
J. Tucker Development Partners, Inc February 2007 - March 2009
Liberty Development February 2002 - January 2007
Skills
Mergers, Financial Analysis, Start-ups, Credit, Forecasting, Accounting, Cash Flow, Strategic Planning, Auditing, Tax, Due Diligence, Exit Strategies, Financial Modeling, Investments, Cash Flow Forecasting, Financial Reporting, Private Equity, Corporate Finance, Restructuring, Business Valuation, Cash Management, Strategic Financial..., Managerial Finance, Mergers & Acquisitions, Banking Relationships, Internal Controls, Working Capital..., Finance, Acquisition Integration, Executive Management, Valuation, SEC filings, Venture Capital, Divestitures, Treasury Management, Management
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1974 — 1977
BBA, Accounting
SamePage Planning February 2007 - Present
New Tourism & The Harmony Project February 2013 - March 2015
Capital MatchPoint - Where Business Meets Capital March 2013 - July 2014
Bridge Equity January 2011 - March 2013
FOGFUELS February 2011 - February 2013
B2B CFO® April 2009 - January 2011
J. Tucker Development Partners, Inc February 2007 - March 2009
Liberty Development February 2002 - January 2007
Skills
Mergers, Financial Analysis, Start-ups, Credit, Forecasting, Accounting, Cash Flow, Strategic Planning, Auditing, Tax, Due Diligence, Exit Strategies, Financial Modeling, Investments, Cash Flow Forecasting, Financial Reporting, Private Equity, Corporate Finance, Restructuring, Business Valuation, Cash Management, Strategic Financial..., Managerial Finance, Mergers & Acquisitions, Banking Relationships, Internal Controls, Working Capital..., Finance, Acquisition Integration, Executive Management, Valuation, SEC filings, Venture Capital, Divestitures, Treasury Management, Management
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1974 — 1977
BBA, Accounting
Gene Wilhoite Gene Wilhoite's B2B CFO® Experience 2008 - Present
Job CFO support as needed...Partner B2BCFO
Industry Management Consulting
Experience
B2B CFO 2008 - Present
VistaRMS Inc. 1997 - 2006
Vistech Inc. December 1995 - January 1997
Education
Haslam College of Business at the University of Tennessee 1980 — 1981
MBA, Finance
B2B CFO 2008 - Present
VistaRMS Inc. 1997 - 2006
Vistech Inc. December 1995 - January 1997
Education
Haslam College of Business at the University of Tennessee 1980 — 1981
MBA, Finance
Steven Olson, CPA Steven Olson, CPA's B2B CFO® Experience 2007 - Present
Job Partner, B2B CFO
Industry Executive Office
Experience
Alfred Industries June 2014 - Present
LEAP - Loveland Energy Action Program July 2013 - Present
Schlosser Signs July 2013 - Present
Northern Colorado Legislative Alliance November 2008 - Present
Chamber of Commerce, Loveland CO 2008 - Present
B2B CFO 2007 - Present
Northern Colorado Chapter of the American Red Cross 2001 - Present
Rockies Venture Club 2008 - 2014
Answers to Health October 2012 - October 2013
Rocky Mountain Innovation Initiative 2007 - June 2013
Skills
Budgeting, Financial Reporting, Accounting, Financial Management, Forecasting, Cash Flow Management, Internal Controls, Strategic Thinking, Cost Accounting Design, Business Analysis, Business Strategy, Business Planning, Data Analysis, Managerial Finance, Budgets, Cost Accounting, Cash Flow, Sarbanes-Oxley Act, Corporate Finance, Process Improvement, Auditing, Strategic Planning, Analysis, Management Consulting, Financial Analysis, Small Business, Cash Management, Mergers & Acquisitions, Start-ups, Strategy, Training, Leadership, Finance, Banking, Working Capital..., Business Development, Strategic Financial..., Team Leadership, Management, Executive Management, Project Management, ERP, Financial Modeling, Due Diligence, Entrepreneurship, Cash Flow Forecasting, Risk Management, Business Process..., Internal Audit, Payroll
Education
Leadership Program of the Rockies 2008 — 2009
Certificate of Completion, Conservative Studies
Naval Postgraduate School 1978 — 1979
MS, Financial Management
The United States Naval Postgraduate School 1978 — 1979
Master of Science - Financial Management, Financial Management
The George Washington University - School of Business 1976 — 1977
Bachelor of Science - Health Care Administration, Health Care Administration
Enlisted Training School 1970 — 1971
Certificate of Completion, Emergency Medicine
Naval Hospital Corps School 1966 — 1967
Certificate of Completion, Emergency Medicine
Sandler Sales Training
Alfred Industries June 2014 - Present
LEAP - Loveland Energy Action Program July 2013 - Present
Schlosser Signs July 2013 - Present
Northern Colorado Legislative Alliance November 2008 - Present
Chamber of Commerce, Loveland CO 2008 - Present
B2B CFO 2007 - Present
Northern Colorado Chapter of the American Red Cross 2001 - Present
Rockies Venture Club 2008 - 2014
Answers to Health October 2012 - October 2013
Rocky Mountain Innovation Initiative 2007 - June 2013
Skills
Budgeting, Financial Reporting, Accounting, Financial Management, Forecasting, Cash Flow Management, Internal Controls, Strategic Thinking, Cost Accounting Design, Business Analysis, Business Strategy, Business Planning, Data Analysis, Managerial Finance, Budgets, Cost Accounting, Cash Flow, Sarbanes-Oxley Act, Corporate Finance, Process Improvement, Auditing, Strategic Planning, Analysis, Management Consulting, Financial Analysis, Small Business, Cash Management, Mergers & Acquisitions, Start-ups, Strategy, Training, Leadership, Finance, Banking, Working Capital..., Business Development, Strategic Financial..., Team Leadership, Management, Executive Management, Project Management, ERP, Financial Modeling, Due Diligence, Entrepreneurship, Cash Flow Forecasting, Risk Management, Business Process..., Internal Audit, Payroll
Education
Leadership Program of the Rockies 2008 — 2009
Certificate of Completion, Conservative Studies
Naval Postgraduate School 1978 — 1979
MS, Financial Management
The United States Naval Postgraduate School 1978 — 1979
Master of Science - Financial Management, Financial Management
The George Washington University - School of Business 1976 — 1977
Bachelor of Science - Health Care Administration, Health Care Administration
Enlisted Training School 1970 — 1971
Certificate of Completion, Emergency Medicine
Naval Hospital Corps School 1966 — 1967
Certificate of Completion, Emergency Medicine
Sandler Sales Training
Niles Cole Niles Cole's B2B CFO® Experience September 2015 - Present
Job Partner, B2B CFO®
Industry Management Consulting
Experience
B2B CFO® September 2015 - Present
seven fourteen, llc January 2014 - Present
MMIC Group 1996 - 2013
Physicians Insurance 1990 - 1996
Securian Financial Group (formerly Minnesota Mutual Fire and Casualty) 1986 - 1990
North Star Casualty Services 1983 - 1986
Skills
Strategic Planning, Business Development, CFOs, M&A experience, Negotiation, Talent Acquisition, Property & Casualty..., Medical Professional..., Health Information..., Leadership, Team Leadership, Strategic Financial..., Board Relations, Investment Management, Mergers & Acquisitions, Risk Management, Strategy, Insurance, Budgets, Finance, Professional Liability, Financial Planning, Management
Education
University of Minnesota - Carlson School of Management
Minnesota Executive Program (MEP)
Minnesota State University, Moorhead 1979 — 1983
Bachelor of Science (BS), Major: Finance, Major: Accounting
B2B CFO® September 2015 - Present
seven fourteen, llc January 2014 - Present
MMIC Group 1996 - 2013
Physicians Insurance 1990 - 1996
Securian Financial Group (formerly Minnesota Mutual Fire and Casualty) 1986 - 1990
North Star Casualty Services 1983 - 1986
Skills
Strategic Planning, Business Development, CFOs, M&A experience, Negotiation, Talent Acquisition, Property & Casualty..., Medical Professional..., Health Information..., Leadership, Team Leadership, Strategic Financial..., Board Relations, Investment Management, Mergers & Acquisitions, Risk Management, Strategy, Insurance, Budgets, Finance, Professional Liability, Financial Planning, Management
Education
University of Minnesota - Carlson School of Management
Minnesota Executive Program (MEP)
Minnesota State University, Moorhead 1979 — 1983
Bachelor of Science (BS), Major: Finance, Major: Accounting
Jim Hoggatt Jim Hoggatt's B2B CFO® Experience January 2014 - Present
Job Partner at B2B CFO®, Certified Business Transition Expert™
Industry Accounting
Experience
B2B CFO® January 2014 - Present
CCC Services, Inc. October 2012 - December 2013
Brookline College February 2012 - August 2012
Lindar, LLC January 1998 - March 2012
Apollo Group January 1990 - January 1998
Apollo Group January 1987 - January 1990
Apollo Group January 1986 - January 1987
PricewaterhouseCoopers January 1984 - January 1986
PricewaterhouseCoopers June 1979 - January 1984
Skills
Financial Reporting, Accounting, Finance, Financial Analysis, Internal Controls, Auditing, Financial Accounting, Budgets, PowerPoint, Accounts Payable, Accounts Receivable, Analysis, Spreadsheets, Microsoft Excel, Microsoft Word, CFOs, Problem Solving, GAAP, Cash Management, Customer Relations, Audit, Communication Skills, Manage Complex Projects, Microsoft Dynamics, Great Plains Software, Excel, Quickbooks, Expression Web, Teamwork, Contract Negotiation, Risk Management, IT Management, Collections, Oracle Financials, Great Motivator, Written & Oral..., Customer Service, Word, Outlook, Access, General Ledger, Accruals, Reconciliation, Fixed Assets, Construction Management, FRx Report Designer, Process Improvement, Account Reconciliation, QuickBooks, Oracle E-Business Suite
Education
Abilene Christian University 1975 — 1979
BSBA, Accounting
B2B CFO® January 2014 - Present
CCC Services, Inc. October 2012 - December 2013
Brookline College February 2012 - August 2012
Lindar, LLC January 1998 - March 2012
Apollo Group January 1990 - January 1998
Apollo Group January 1987 - January 1990
Apollo Group January 1986 - January 1987
PricewaterhouseCoopers January 1984 - January 1986
PricewaterhouseCoopers June 1979 - January 1984
Skills
Financial Reporting, Accounting, Finance, Financial Analysis, Internal Controls, Auditing, Financial Accounting, Budgets, PowerPoint, Accounts Payable, Accounts Receivable, Analysis, Spreadsheets, Microsoft Excel, Microsoft Word, CFOs, Problem Solving, GAAP, Cash Management, Customer Relations, Audit, Communication Skills, Manage Complex Projects, Microsoft Dynamics, Great Plains Software, Excel, Quickbooks, Expression Web, Teamwork, Contract Negotiation, Risk Management, IT Management, Collections, Oracle Financials, Great Motivator, Written & Oral..., Customer Service, Word, Outlook, Access, General Ledger, Accruals, Reconciliation, Fixed Assets, Construction Management, FRx Report Designer, Process Improvement, Account Reconciliation, QuickBooks, Oracle E-Business Suite
Education
Abilene Christian University 1975 — 1979
BSBA, Accounting
Roger Kohl's B2B CFO® Experience 2010 - Present
Job Partner in the largest US firm providing CFO & Exit/Transition services to emerging growth/midmarket companies.
Industry Broadcast Media
Experience
B2B CFO® 2010 - Present
Value Line, Inc. November 2007 - March 2010
E&M Advertising February 1997 - November 2007
United Press International January 1994 - January 1997
Ogilvy & Mather July 1987 - December 1993
Paramount Pictures Corp. August 1982 - June 1987
Skills
Funding, Strategic Planning, Cash Flow, Financial Modeling, Turnaround Experience, Leadership, Common Sense, Restructuring, Business Strategy, Mergers, Financial Analysis, Financial Reporting, Managerial Finance, Forecasting, Budgets, Finance, Due Diligence, Golf, Marketing, Part Time CFO, Working Capital..., Mergers & Acquisitions, Management Consulting, Management, Valuation, Business Planning, Sarbanes-Oxley Act, Banking, Contract Negotiation, Strategic Financial..., Income Statement, Process Improvement, Corporate Finance, Executive Management, Accounting, Start-ups, Cash Management, Strategy, Analysis, Entrepreneurship, Small Business
Education
Boston University - School of Management 1973 — 1977
BS, Accountting & Finance
Livingston High School 1972 — 1972
B2B CFO® 2010 - Present
Value Line, Inc. November 2007 - March 2010
E&M Advertising February 1997 - November 2007
United Press International January 1994 - January 1997
Ogilvy & Mather July 1987 - December 1993
Paramount Pictures Corp. August 1982 - June 1987
Skills
Funding, Strategic Planning, Cash Flow, Financial Modeling, Turnaround Experience, Leadership, Common Sense, Restructuring, Business Strategy, Mergers, Financial Analysis, Financial Reporting, Managerial Finance, Forecasting, Budgets, Finance, Due Diligence, Golf, Marketing, Part Time CFO, Working Capital..., Mergers & Acquisitions, Management Consulting, Management, Valuation, Business Planning, Sarbanes-Oxley Act, Banking, Contract Negotiation, Strategic Financial..., Income Statement, Process Improvement, Corporate Finance, Executive Management, Accounting, Start-ups, Cash Management, Strategy, Analysis, Entrepreneurship, Small Business
Education
Boston University - School of Management 1973 — 1977
BS, Accountting & Finance
Livingston High School 1972 — 1972
Edward Allon Edward Allon's B2B CFO® Experience June 2010 - June 2014
Job I help make good companies great. Helping Increase Cash and Profits, Exit Planning Expert, Managing Director@Detroit CFO
Industry Financial Services
Experience
Detroit CFO June 2010 - Present
Coupon Wallet 2014 - Present
LogiCoul Solutions 2014 - Present
B2B CFO June 2010 - June 2014
Jewish Community Center of Metropolitan Detroit 2007 - 2010
Jefferson Wells 2006 - 2007
Callaway Partners 2005 - 2006
HealthQuest Management 2004 - 2005
Visteon Global Technologies 2001 - 2003
Visteon Corporation 2000 - 2001
Skills
Forecasting, Financial Reporting, Cash Management, Cash Flow, Cost Accounting, Internal Controls, Financial Analysis, Financial Modeling, Accounting, Restructuring, Financial Management, Business Planning, Start-ups, Strategic Planning, Budgeting, Management Consulting, Manufacturing, Corporate Finance, Cost Reduction, Executive Management, Business Strategy, Business Process..., Managerial Finance, Budgets, Non-profits, Board Relations, Start-up Consulting, Entrepreneurship, M&A experience, Banking, Strategy, Analysis, Finance, Management, Auditing, Due Diligence, Cash Flow Forecasting, Small Business, Working Capital..., Strategic Financial..., Tax, Acquisition Integration, Sarbanes-Oxley Act, Business Valuation, Valuation, Private Equity, Contract Negotiation, Divestitures, Risk Management, Venture Capital
Education
Columbia University
BA
Shady Side Academy
University Of Pittsburgh
MBA
Detroit CFO June 2010 - Present
Coupon Wallet 2014 - Present
LogiCoul Solutions 2014 - Present
B2B CFO June 2010 - June 2014
Jewish Community Center of Metropolitan Detroit 2007 - 2010
Jefferson Wells 2006 - 2007
Callaway Partners 2005 - 2006
HealthQuest Management 2004 - 2005
Visteon Global Technologies 2001 - 2003
Visteon Corporation 2000 - 2001
Skills
Forecasting, Financial Reporting, Cash Management, Cash Flow, Cost Accounting, Internal Controls, Financial Analysis, Financial Modeling, Accounting, Restructuring, Financial Management, Business Planning, Start-ups, Strategic Planning, Budgeting, Management Consulting, Manufacturing, Corporate Finance, Cost Reduction, Executive Management, Business Strategy, Business Process..., Managerial Finance, Budgets, Non-profits, Board Relations, Start-up Consulting, Entrepreneurship, M&A experience, Banking, Strategy, Analysis, Finance, Management, Auditing, Due Diligence, Cash Flow Forecasting, Small Business, Working Capital..., Strategic Financial..., Tax, Acquisition Integration, Sarbanes-Oxley Act, Business Valuation, Valuation, Private Equity, Contract Negotiation, Divestitures, Risk Management, Venture Capital
Education
Columbia University
BA
Shady Side Academy
University Of Pittsburgh
MBA
Loren VenHuizen Loren VenHuizen's B2B CFO® Experience April 2015 - Present
Job Partner at B2B CFO®
Industry Financial Services
Experience
B2B CFO® April 2015 - Present
W.G. Block Co. May 1991 - May 2012
McGladrey June 1985 - May 1991
Skills
Management, Strategic Planning, Accounting, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Finance, Business Strategy, Leadership, Budgets, Risk Management, Financial Planning, Business Planning, Forecasting, Due Diligence, Financial Modeling
Education
Illinois State University 1983 — 1985
Bachelor of Science (BS), Accounting
B2B CFO® April 2015 - Present
W.G. Block Co. May 1991 - May 2012
McGladrey June 1985 - May 1991
Skills
Management, Strategic Planning, Accounting, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Finance, Business Strategy, Leadership, Budgets, Risk Management, Financial Planning, Business Planning, Forecasting, Due Diligence, Financial Modeling
Education
Illinois State University 1983 — 1985
Bachelor of Science (BS), Accounting
Elijiah Gray, MBA's B2B CFO® Experience April 2015 - Present
Job Partner at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® April 2015 - Present
Milestone Bank 2006 - December 2014
Earthstar Bank 2004 - 2006
National Penn Bank / First Service Bank 2000 - 2004
National Penn Bank / First Service Bank 1998 - 2000
Skills
Finance, Strategic Planning, Project Management, Financial Planning and..., Asset / Liability..., Regulatory Compliance, Vendor Management, Budgeting, Investment Management, Capital Raising, M&As, Operations Management, Risk Management, Team Building and..., Verbal and Written..., Presentations, Shareholder Relations, Human Resources, Information Technology, Corporate Finance, Strategic Leadership, Business Planning, Project Coordination, Financial Analysis, Financial Modeling, Asset Management, Liability, Regulatory Requirements, Vendor Relationship..., Vendor Relations, Budget Management, Investment Strategies, Mergers & Acquisitions, Operational Planning, Risk Assessment, Team Building, Team Leadership, Leadership Development, Strategic Communications, Shareholder Value, HR Management, IT Strategy, IT Operations, Information Technology..., Banking, Value Added Analysis, Process Improvement, Business Process..., Business Revitalization, Financial Services
Education
New England College of Business and Finance
MBA, Candidate 2015
Northeastern University
BS, Finance
B2B CFO® April 2015 - Present
Milestone Bank 2006 - December 2014
Earthstar Bank 2004 - 2006
National Penn Bank / First Service Bank 2000 - 2004
National Penn Bank / First Service Bank 1998 - 2000
Skills
Finance, Strategic Planning, Project Management, Financial Planning and..., Asset / Liability..., Regulatory Compliance, Vendor Management, Budgeting, Investment Management, Capital Raising, M&As, Operations Management, Risk Management, Team Building and..., Verbal and Written..., Presentations, Shareholder Relations, Human Resources, Information Technology, Corporate Finance, Strategic Leadership, Business Planning, Project Coordination, Financial Analysis, Financial Modeling, Asset Management, Liability, Regulatory Requirements, Vendor Relationship..., Vendor Relations, Budget Management, Investment Strategies, Mergers & Acquisitions, Operational Planning, Risk Assessment, Team Building, Team Leadership, Leadership Development, Strategic Communications, Shareholder Value, HR Management, IT Strategy, IT Operations, Information Technology..., Banking, Value Added Analysis, Process Improvement, Business Process..., Business Revitalization, Financial Services
Education
New England College of Business and Finance
MBA, Candidate 2015
Northeastern University
BS, Finance
Tammy Clontz's B2B CFO® Experience April 2010 - Present
Job Partner, B2B CFO® Providing CFO services
Industry Accounting
Experience
B2B CFO® April 2010 - Present
Renfro Valley LLC August 2007 - April 2010
Driftwood Electrical Contractors, Inc August 2006 - June 2007
Jackson MSC, Enodis February 2006 - May 2006
Jackson MSC, Inc January 2001 - November 2005
Union Planters Bank January 1994 - January 2001
Cumberland Valley National Bank and Trust January 1991 - January 1993
Appalachian Computer Services January 1990 - January 1991
Arch Coal, Inc. January 1989 - January 1990
Lees College January 1988 - January 1989
Skills
Certified Public..., Certified QuickBooks..., Certified QuickBooks..., Certified QuickBooks..., Core Four Business..., Grantmanship Training, Managerial Finance, Cash Management, Cash Flow, Financial Reporting, Financial Analysis, Funding, QuickBooks, Internal Controls, CPA, Accounting, Auditing, Cash Flow Forecasting, Mergers & Acquisitions, Financial Statements, Banking, Finance, Due Diligence, Account Reconciliation, Payroll, Mergers, Management, Forecasting, Restructuring, Executive Management, Sarbanes-Oxley Act, Cost Accounting, Budgets, Business Valuation, Working Capital..., Business Planning, Accounts Receivable, Strategic Financial..., Corporate Finance, Small Business, Leadership, Financial Accounting, GAAP, Financial Audits, Business Process, Variance Analysis, Sarbanes-Oxley, Financial Modeling, Financial Forecasting, Revenue Recognition
Education
Northeast Entrepreneur Fund, Inc. and the Greenstone Group 2011 — 2011
Certified Instructor
Grantsmanship Center 2006 — 2006
Grantwriting, Grantwriting
Mcintire School of Commerce 1995 — 1995
I & II, National Banking School
Eastern Kentucky University 1981 — 1985
Bachelor, Business Administration; Accounting
Rockcastle County High School 1978 — 1981
B2B CFO® April 2010 - Present
Renfro Valley LLC August 2007 - April 2010
Driftwood Electrical Contractors, Inc August 2006 - June 2007
Jackson MSC, Enodis February 2006 - May 2006
Jackson MSC, Inc January 2001 - November 2005
Union Planters Bank January 1994 - January 2001
Cumberland Valley National Bank and Trust January 1991 - January 1993
Appalachian Computer Services January 1990 - January 1991
Arch Coal, Inc. January 1989 - January 1990
Lees College January 1988 - January 1989
Skills
Certified Public..., Certified QuickBooks..., Certified QuickBooks..., Certified QuickBooks..., Core Four Business..., Grantmanship Training, Managerial Finance, Cash Management, Cash Flow, Financial Reporting, Financial Analysis, Funding, QuickBooks, Internal Controls, CPA, Accounting, Auditing, Cash Flow Forecasting, Mergers & Acquisitions, Financial Statements, Banking, Finance, Due Diligence, Account Reconciliation, Payroll, Mergers, Management, Forecasting, Restructuring, Executive Management, Sarbanes-Oxley Act, Cost Accounting, Budgets, Business Valuation, Working Capital..., Business Planning, Accounts Receivable, Strategic Financial..., Corporate Finance, Small Business, Leadership, Financial Accounting, GAAP, Financial Audits, Business Process, Variance Analysis, Sarbanes-Oxley, Financial Modeling, Financial Forecasting, Revenue Recognition
Education
Northeast Entrepreneur Fund, Inc. and the Greenstone Group 2011 — 2011
Certified Instructor
Grantsmanship Center 2006 — 2006
Grantwriting, Grantwriting
Mcintire School of Commerce 1995 — 1995
I & II, National Banking School
Eastern Kentucky University 1981 — 1985
Bachelor, Business Administration; Accounting
Rockcastle County High School 1978 — 1981
MATT McNULTY, MBA MATT McNULTY, MBA's B2B CFO® Experience February 2013 - Present
Job Partner at B2B CFO ®
Industry Management Consulting
Experience
B2B CFO February 2013 - Present
Sokol & Company September 2008 - August 2012
Proex Inc./Carlisle Companies November 2005 - June 2008
Sentral Assemblies and Components August 2003 - November 2005
Gammerler US Corporation November 1997 - February 2003
Rock-Tenn Company, Chicago Plastics Division, Franklin Park, IL May 1994 - June 1997
Nacanco Limited, Bedfordshire, England (Rexam PLC) January 1990 - September 1991
Skills
Cost Accounting, Budgets, Variance Analysis, Accounting, Cash Flow, Treasury, Tax, Year-end Close, ERP, Banking, Return on Investment, Internal Controls, Financial Reporting, SEC filings, Financial Audits, GAAP, Financial Analysis, Forecasting, Financial Accounting, Working Capital..., Process Improvement, ERP Implementations, MRP, Acquisitions, Divestitures, Due Diligence, Pricing Strategy, Contract Negotiation, Inventory System, Payroll Conversions, Finance, Leases, Loans, Mergers & Acquisitions, Financial Modeling, Cash Management, Cash Flow Forecasting, Business Planning, Strategic Financial..., Strategy, Analysis, Internal Audit, Managerial Finance, Restructuring, Consolidation, Sarbanes-Oxley Act, Financial Planning
Education
Boston University 1991 — 1992
MBA, Business, Finance, Accounting
London School of Economics and Political Science, U. of London 1989 — 1990
Master's degree, Accounting and Finance
Providence College 1985 — 1989
Bachelor of Arts (BA), Economics, Development of Western Civilization
B2B CFO February 2013 - Present
Sokol & Company September 2008 - August 2012
Proex Inc./Carlisle Companies November 2005 - June 2008
Sentral Assemblies and Components August 2003 - November 2005
Gammerler US Corporation November 1997 - February 2003
Rock-Tenn Company, Chicago Plastics Division, Franklin Park, IL May 1994 - June 1997
Nacanco Limited, Bedfordshire, England (Rexam PLC) January 1990 - September 1991
Skills
Cost Accounting, Budgets, Variance Analysis, Accounting, Cash Flow, Treasury, Tax, Year-end Close, ERP, Banking, Return on Investment, Internal Controls, Financial Reporting, SEC filings, Financial Audits, GAAP, Financial Analysis, Forecasting, Financial Accounting, Working Capital..., Process Improvement, ERP Implementations, MRP, Acquisitions, Divestitures, Due Diligence, Pricing Strategy, Contract Negotiation, Inventory System, Payroll Conversions, Finance, Leases, Loans, Mergers & Acquisitions, Financial Modeling, Cash Management, Cash Flow Forecasting, Business Planning, Strategic Financial..., Strategy, Analysis, Internal Audit, Managerial Finance, Restructuring, Consolidation, Sarbanes-Oxley Act, Financial Planning
Education
Boston University 1991 — 1992
MBA, Business, Finance, Accounting
London School of Economics and Political Science, U. of London 1989 — 1990
Master's degree, Accounting and Finance
Providence College 1985 — 1989
Bachelor of Arts (BA), Economics, Development of Western Civilization
J. Craig Johnson J. Craig Johnson's B2B CFO® Experience June 2008 - December 2008
Job President and CEO of Heliae Technology Holdings, Inc.
Industry Executive Office
Experience
Heliae Technology Holdings, Inc. March 2011 - Present
Armor Designs, Inc. January 2009 - March 2011
B2B CFO June 2008 - December 2008
Global Entertainment Corporation March 2004 - May 2008
Encompass Electrical Technologies February 2002 - October 2003
ServiceMaster April 1990 - December 2001
McGladrey & Pullen November 1985 - February 1989
Skills
Treasury Management, Treasury, Sarbanes-Oxley, Due Diligence, Forecasting, Operations Management, Managerial Finance, Sarbanes-Oxley Act, Financial Reporting, Acquisition Integration, Cash Flow, IPO, Capital Budgeting, Business Strategy, Banking Relationships, Revenue Recognition, Accounting, CPA, Cost Accounting, Restructuring
Education
California State University-Fullerton 1980 — 1985
B.A., Business, Accounting
Executive MBA
MBA Equivalent, Business Administration and Management, General
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Heliae Technology Holdings, Inc. March 2011 - Present
Armor Designs, Inc. January 2009 - March 2011
B2B CFO June 2008 - December 2008
Global Entertainment Corporation March 2004 - May 2008
Encompass Electrical Technologies February 2002 - October 2003
ServiceMaster April 1990 - December 2001
McGladrey & Pullen November 1985 - February 1989
Skills
Treasury Management, Treasury, Sarbanes-Oxley, Due Diligence, Forecasting, Operations Management, Managerial Finance, Sarbanes-Oxley Act, Financial Reporting, Acquisition Integration, Cash Flow, IPO, Capital Budgeting, Business Strategy, Banking Relationships, Revenue Recognition, Accounting, CPA, Cost Accounting, Restructuring
Education
California State University-Fullerton 1980 — 1985
B.A., Business, Accounting
Executive MBA
MBA Equivalent, Business Administration and Management, General
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
John Magee John Magee's B2B CFO® Experience 2013 - Present
Job Partner at B2B CFO®
Industry Accounting
Experience
B2B CFO® 2013 - Present
The Bonadio Group 2004 - 2012
Concentrix 2000 - 2004
Nextera Interactive 1997 - 2000
PwC 1991 - 1996
PwC 1990 - 1991
PwC 1987 - 1990
PwC 1984 - 1987
Touche Ross 1981 - 1984
Skills
Mergers & Acquisitions, Finance, Accounting, Financial Analysis, Budgets, Mergers, Due Diligence, Auditing, Strategic Planning, Risk Management, Executive Management, Acquisition Integration, Cash Flow, General Ledger, Strategy, Financial Advisory, Financial Reporting, CPA, Leadership, Small Business, Management, Internal Controls, Acquisitions, Strategic Financial..., Analysis, Marketing, Operations Management, Business Development, Managerial Finance, Treasury Management, Strategic Leadership, Change Management, Financial Modeling, Strategic Human..., Information Technology..., Facilities Operations, Executive Positions, Human Resources
Education
Saint John Fisher College 1977 — 1981
BS, Accounting
B2B CFO® 2013 - Present
The Bonadio Group 2004 - 2012
Concentrix 2000 - 2004
Nextera Interactive 1997 - 2000
PwC 1991 - 1996
PwC 1990 - 1991
PwC 1987 - 1990
PwC 1984 - 1987
Touche Ross 1981 - 1984
Skills
Mergers & Acquisitions, Finance, Accounting, Financial Analysis, Budgets, Mergers, Due Diligence, Auditing, Strategic Planning, Risk Management, Executive Management, Acquisition Integration, Cash Flow, General Ledger, Strategy, Financial Advisory, Financial Reporting, CPA, Leadership, Small Business, Management, Internal Controls, Acquisitions, Strategic Financial..., Analysis, Marketing, Operations Management, Business Development, Managerial Finance, Treasury Management, Strategic Leadership, Change Management, Financial Modeling, Strategic Human..., Information Technology..., Facilities Operations, Executive Positions, Human Resources
Education
Saint John Fisher College 1977 — 1981
BS, Accounting
Frank J. Gnisci, CPA (NY)'s B2B CFO® Experience July 2008 - August 2008
Job Chief Executive Officer at Tampa Bay CFO
Industry Management Consulting
Experience
Tampa Bay CFO January 2009 - Present
Tampa Bay CFO August 2008 - Present
B2B CFO July 2008 - August 2008
Hygeia Corporation January 2000 - June 2008
Terex Corporation January 1994 - December 1997
Breed Technologies January 1997 - March 1997
Hanson Industries January 1988 - December 1993
Chicago Pneumatic Tool Company July 1980 - December 1987
KPMG Peat Marwick January 1971 - June 1980
Technologies, Inc July 1900 - December 1900
Skills
Quickbooks, Cash Management, Integration, Vendor Relations, Compliance, Strategic Planning, Budgeting, Accounting, Financial Reporting, Mergers, Process Improvement, Forecasting, Financial Analysis, Business Planning, ERP, Business Analysis, Exit Strategies, Start-ups, Operations Management, Business Strategy, Financial Modeling, Financial Planning, Microsoft Office, Management Consulting, Due Diligence, Banking, Small Business, Inventory Management, Negotiation, Problem Solving, Cash Flow, Retail, Administration, Cost Accounting, Internal Controls, Account Management, Financial Management, Planning, Analysis, Job Costing, Private Equity, Venture Capital, Commercial Banking, Small Business..., Budgets, Managerial Finance, Strategic Financial..., Project Planning, Mergers & Acquisitions, Management
Education
Saint John's University - Peter J. Tobin College of Business 1967 — 1971
Bachelor of Science, Accounting
Tampa Bay CFO January 2009 - Present
Tampa Bay CFO August 2008 - Present
B2B CFO July 2008 - August 2008
Hygeia Corporation January 2000 - June 2008
Terex Corporation January 1994 - December 1997
Breed Technologies January 1997 - March 1997
Hanson Industries January 1988 - December 1993
Chicago Pneumatic Tool Company July 1980 - December 1987
KPMG Peat Marwick January 1971 - June 1980
Technologies, Inc July 1900 - December 1900
Skills
Quickbooks, Cash Management, Integration, Vendor Relations, Compliance, Strategic Planning, Budgeting, Accounting, Financial Reporting, Mergers, Process Improvement, Forecasting, Financial Analysis, Business Planning, ERP, Business Analysis, Exit Strategies, Start-ups, Operations Management, Business Strategy, Financial Modeling, Financial Planning, Microsoft Office, Management Consulting, Due Diligence, Banking, Small Business, Inventory Management, Negotiation, Problem Solving, Cash Flow, Retail, Administration, Cost Accounting, Internal Controls, Account Management, Financial Management, Planning, Analysis, Job Costing, Private Equity, Venture Capital, Commercial Banking, Small Business..., Budgets, Managerial Finance, Strategic Financial..., Project Planning, Mergers & Acquisitions, Management
Education
Saint John's University - Peter J. Tobin College of Business 1967 — 1971
Bachelor of Science, Accounting
John J. Earll John J. Earll's B2B CFO® Experience October 2014 - Present
Job Partner at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® October 2014 - Present
Management Vision, P.C. July 1995 - October 2014
Management Vision, P.C. July 1995 - October 2014
Management Vision, P.C. July 1995 - October 2014
Montana Rail Link, Inc July 1989 - July 1995
Peat Marwick Main & Co January 1987 - July 1989
Skills
Financial Analysis, Financial Reporting, Organizational..., Organizational Behavior, Organizational..., Cost Accounting, Accounting, Organizational Structure, Talent Acquisition, Talent Management, Conflict Resolution, Conflict Management, HR Transformation, Transformational..., Business Acquisition, Business Analysis, Business Strategy, Human Performance, Human Resources, Resolving Conflicts, Strategic Planning, Management Consulting, Budgets, Business Development, Program Management, Management, Consulting, Team Building, Leadership, Finance, Mergers & Acquisitions, Business Planning, Strategy, Public Speaking
Education
Montana State University-Bozeman 1980 — 1985
Bachelor’s Degree, Accounting
Walden University
M.S; study in Ph.D, Psychology - Industrial/Organizational Specialization; Organizational Psychology
B2B CFO® October 2014 - Present
Management Vision, P.C. July 1995 - October 2014
Management Vision, P.C. July 1995 - October 2014
Management Vision, P.C. July 1995 - October 2014
Montana Rail Link, Inc July 1989 - July 1995
Peat Marwick Main & Co January 1987 - July 1989
Skills
Financial Analysis, Financial Reporting, Organizational..., Organizational Behavior, Organizational..., Cost Accounting, Accounting, Organizational Structure, Talent Acquisition, Talent Management, Conflict Resolution, Conflict Management, HR Transformation, Transformational..., Business Acquisition, Business Analysis, Business Strategy, Human Performance, Human Resources, Resolving Conflicts, Strategic Planning, Management Consulting, Budgets, Business Development, Program Management, Management, Consulting, Team Building, Leadership, Finance, Mergers & Acquisitions, Business Planning, Strategy, Public Speaking
Education
Montana State University-Bozeman 1980 — 1985
Bachelor’s Degree, Accounting
Walden University
M.S; study in Ph.D, Psychology - Industrial/Organizational Specialization; Organizational Psychology
Jim Schuck's B2B CFO® Experience March 2015 - Present
Job Partner at B2B CFO®
Industry Accounting
Experience
B2B CFO® March 2015 - Present
Independent Consultant February 2012 - October 2014
Comcast-Spectacor February 2012 - October 2014
Battleship New Jersey July 2005 - April 2012
Sodexho February 1992 - July 2005
KFC-Pepsico 1986 - 1991
Skills
Budgets, Strategic Planning, Facilities Management, Accounting, Negotiation, Financial Analysis, Forecasting, Income Statement, Managerial Finance, Non-profits, Financial Reporting, Mergers, Mergers & Acquisitions, Leadership, Nonprofits, Team Leadership, Management, Finance, Change Management, Operations Management, Analysis, Mentoring, Business Strategy, Project Management, Human Resources, Executive Management, Business Process..., Talent Management, Internal Controls, Team Building, Business Planning, Strategy, Management Consulting, Fundraising, Budgeting, Contract Negotiation, Process Improvement, Customer Service, Training, New Business Development, Event Planning, Marketing, P&L
Education
Saint Joseph's University - Erivan K. Haub School of Business 1990 — 1995
MBA, Finance
The College of New Jersey 1977 — 1981
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Paul VI
B2B CFO® March 2015 - Present
Independent Consultant February 2012 - October 2014
Comcast-Spectacor February 2012 - October 2014
Battleship New Jersey July 2005 - April 2012
Sodexho February 1992 - July 2005
KFC-Pepsico 1986 - 1991
Skills
Budgets, Strategic Planning, Facilities Management, Accounting, Negotiation, Financial Analysis, Forecasting, Income Statement, Managerial Finance, Non-profits, Financial Reporting, Mergers, Mergers & Acquisitions, Leadership, Nonprofits, Team Leadership, Management, Finance, Change Management, Operations Management, Analysis, Mentoring, Business Strategy, Project Management, Human Resources, Executive Management, Business Process..., Talent Management, Internal Controls, Team Building, Business Planning, Strategy, Management Consulting, Fundraising, Budgeting, Contract Negotiation, Process Improvement, Customer Service, Training, New Business Development, Event Planning, Marketing, P&L
Education
Saint Joseph's University - Erivan K. Haub School of Business 1990 — 1995
MBA, Finance
The College of New Jersey 1977 — 1981
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Paul VI
Bill Rhodes's B2B CFO® Experience 2005 - 2005
Job Experienced Business Consultant, Trainer, Sales Management Executive
Industry Information Technology and Services
Experience
evoPro Solutions an iSystems, llc company August 2014 - Present
PEMCO, Inc March 2013 - July 2014
ADP TotalSource April 2010 - July 2012
Dependable Diabetic Supply February 2009 - July 2010
Employee Leasing Solutions February 2006 - February 2009
Info USA 2005 - 2006
B2B CFO 2005 - 2005
ADP TotalSource 2000 - 2005
Gevity HR October 1992 - April 2000
Skills
Sales Management, PEO, ADP, Selling, ADP Payroll, Sales Rep Training, SPIN Selling, Sales, B2B, HRIS, Training, Employee Benefits, Recruiting, Payroll, Human Resources, Business Development, Benefits Administration, Management, Employee Relations, Workers Compensation, Cold Calling, Onboarding, Salesforce.com, Leadership, Sales Force Development, Customer Retention, Sales Process, Sales Presentations, Small Business, Hiring, HRO, HR Consulting, Performance Management, Account Management, 401k, Talent Acquisition, Direct Sales, CRM
Education
Jacksonville State University 1989 — 1992
BS, Marketing
evoPro Solutions an iSystems, llc company August 2014 - Present
PEMCO, Inc March 2013 - July 2014
ADP TotalSource April 2010 - July 2012
Dependable Diabetic Supply February 2009 - July 2010
Employee Leasing Solutions February 2006 - February 2009
Info USA 2005 - 2006
B2B CFO 2005 - 2005
ADP TotalSource 2000 - 2005
Gevity HR October 1992 - April 2000
Skills
Sales Management, PEO, ADP, Selling, ADP Payroll, Sales Rep Training, SPIN Selling, Sales, B2B, HRIS, Training, Employee Benefits, Recruiting, Payroll, Human Resources, Business Development, Benefits Administration, Management, Employee Relations, Workers Compensation, Cold Calling, Onboarding, Salesforce.com, Leadership, Sales Force Development, Customer Retention, Sales Process, Sales Presentations, Small Business, Hiring, HRO, HR Consulting, Performance Management, Account Management, 401k, Talent Acquisition, Direct Sales, CRM
Education
Jacksonville State University 1989 — 1992
BS, Marketing
Michael J. Kennedy, MBA Michael J. Kennedy, MBA's B2B CFO® Experience January 2014 - November 2014
Job Chief Financial Officer at Bizfi
Industry Executive Office
Experience
Bizfi November 2014 - Present
B2B CFO® January 2014 - November 2014
iPacesetters, LLC. 2011 - January 2014
Digital Cinema Implementation Partners 2009 - 2010
Cynergy Data 2008 - 2009
Marakon Associates 2006 - 2008
MasterCard International 2005 - 2006
Mastercard Worldwide 2003 - 2005
American Express 2001 - 2003
John Hancock Financial Services 1999 - 2001
Skills
Private Equity, Management Consulting, Insurance, Shared Services, Human Resources, Negotiation, SAP, Latin America, Capital Management, Financial Analysis, Acquisition Integration, Mergers, Financial Modeling, Due Diligence, Divestitures, Global Business..., Strategic Planning, Project Management, Systems Development, Systems Development..., Team Building and..., Team Building, Team Leadership, Accounting and..., Accounting, Financial Process..., Mergers, Acquisitions,..., Mergers & Acquisitions, IPO, Treasury and Cash..., Treasury Management, Cash Management, GAAP / SEC /..., SAP, Oracle, Great..., P&L Accountability, Change Management, Capital Raising..., Complex Negotiations, Activity-Based Costing, Human Resource..., Shared Services,..., Outsourcing, Cross-cultural Teams, Start-ups, Leadership, Strategy, Project Coordination, HR Transformation, Team Management, Business Acquisition
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
Harvard Business School Executive Education
International & Structured Finance Executive Studies
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Bizfi November 2014 - Present
B2B CFO® January 2014 - November 2014
iPacesetters, LLC. 2011 - January 2014
Digital Cinema Implementation Partners 2009 - 2010
Cynergy Data 2008 - 2009
Marakon Associates 2006 - 2008
MasterCard International 2005 - 2006
Mastercard Worldwide 2003 - 2005
American Express 2001 - 2003
John Hancock Financial Services 1999 - 2001
Skills
Private Equity, Management Consulting, Insurance, Shared Services, Human Resources, Negotiation, SAP, Latin America, Capital Management, Financial Analysis, Acquisition Integration, Mergers, Financial Modeling, Due Diligence, Divestitures, Global Business..., Strategic Planning, Project Management, Systems Development, Systems Development..., Team Building and..., Team Building, Team Leadership, Accounting and..., Accounting, Financial Process..., Mergers, Acquisitions,..., Mergers & Acquisitions, IPO, Treasury and Cash..., Treasury Management, Cash Management, GAAP / SEC /..., SAP, Oracle, Great..., P&L Accountability, Change Management, Capital Raising..., Complex Negotiations, Activity-Based Costing, Human Resource..., Shared Services,..., Outsourcing, Cross-cultural Teams, Start-ups, Leadership, Strategy, Project Coordination, HR Transformation, Team Management, Business Acquisition
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
Harvard Business School Executive Education
International & Structured Finance Executive Studies
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Jane Johnson, CPA, CM&AA, CBEC's B2B CFO® Experience February 2008 - March 2012
Job Cofounder at Business Transition Academy, Inc. and RichardsonMauro & Johnson, Inc.
Industry Professional Training & Coaching
Experience
Business Transition Academy, Inc. July 2013 - Present
Richardson-Mauro & Johnson, Inc. July 2013 - Present
RockTech 2010 - Present
Waypoint Business Strategies, LLC March 2012 - July 2013
B2B CFO® February 2008 - March 2012
Vitale, Caturano & Company March 2004 - June 2007
CoActive Consulting Group November 1994 - February 2004
Skills
Exit Strategies, Strategic Planning, Cash Flow, Business Growth..., Small Business, Mergers, Financial Analysis, Entrepreneurship, Start-ups, Business Planning, Management Consulting, Profit Maximization, Forecasting, Turn Around Management, Cash Flow Forecasting, Mergers & Acquisitions, Business Development, Strategy, Private Equity, Working Capital..., Executive Management, Cash Management, Finance, Business Valuation, Internal Controls, Venture Capital, Due Diligence, Restructuring, Management, Acquisition Integration, Managerial Finance, Divestitures, Corporate Finance, Strategic Financial..., Business Strategy, Analysis, Financial Planning
Education
Bentley University 1978 — 1982
Bachelor of Science, Accounting
Business Transition Academy, Inc. July 2013 - Present
Richardson-Mauro & Johnson, Inc. July 2013 - Present
RockTech 2010 - Present
Waypoint Business Strategies, LLC March 2012 - July 2013
B2B CFO® February 2008 - March 2012
Vitale, Caturano & Company March 2004 - June 2007
CoActive Consulting Group November 1994 - February 2004
Skills
Exit Strategies, Strategic Planning, Cash Flow, Business Growth..., Small Business, Mergers, Financial Analysis, Entrepreneurship, Start-ups, Business Planning, Management Consulting, Profit Maximization, Forecasting, Turn Around Management, Cash Flow Forecasting, Mergers & Acquisitions, Business Development, Strategy, Private Equity, Working Capital..., Executive Management, Cash Management, Finance, Business Valuation, Internal Controls, Venture Capital, Due Diligence, Restructuring, Management, Acquisition Integration, Managerial Finance, Divestitures, Corporate Finance, Strategic Financial..., Business Strategy, Analysis, Financial Planning
Education
Bentley University 1978 — 1982
Bachelor of Science, Accounting
Ken Durrett Ken Durrett's B2B CFO® Experience 2010 - Present
Job Partner at B2B CFO®
Industry Financial Services
Experience
B2B CFO 2010 - Present
Skills
Business Planning, Financial Reporting, Strategic Planning, Mergers, Finance
Education
Central Washington University 1974 — 1978
BS, Accounting
B2B CFO 2010 - Present
Skills
Business Planning, Financial Reporting, Strategic Planning, Mergers, Finance
Education
Central Washington University 1974 — 1978
BS, Accounting
Steven Rusley Steven Rusley's B2B CFO® Experience March 2010 - September 2011
Job CFO at AutomationX Corp.
Industry Oil & Energy
Experience
Automation-X Corp. October 2011 - Present
B2B CFO March 2010 - September 2011
Vitrasun LLC March 2009 - February 2010
Sierra Consulting, Inc. June 1997 - February 2010
Whole Health Products LLC June 2006 - February 2009
FAR Gas 1992 - 1997
The Chotin Group 1990 - 1997
Skills
Financial Reporting, SEC filings, Investments, Cash Flow, Financial Modeling, Managerial Finance, Budgets, Working Capital..., Business Planning, Cash Management, Strategic Financial..., Finance, Management, Accounting, Internal Controls, Small Business, Mergers, Cash Flow Forecasting, Financial Analysis, Banking, Forecasting, CPA, Banking Relationships, Mergers & Acquisitions, Tax, Due Diligence, Financial Statements, Cost Accounting
Education
Colorado State University 1974 — 1978
BS, Accounting
Regis Jesuit High School
Automation-X Corp. October 2011 - Present
B2B CFO March 2010 - September 2011
Vitrasun LLC March 2009 - February 2010
Sierra Consulting, Inc. June 1997 - February 2010
Whole Health Products LLC June 2006 - February 2009
FAR Gas 1992 - 1997
The Chotin Group 1990 - 1997
Skills
Financial Reporting, SEC filings, Investments, Cash Flow, Financial Modeling, Managerial Finance, Budgets, Working Capital..., Business Planning, Cash Management, Strategic Financial..., Finance, Management, Accounting, Internal Controls, Small Business, Mergers, Cash Flow Forecasting, Financial Analysis, Banking, Forecasting, CPA, Banking Relationships, Mergers & Acquisitions, Tax, Due Diligence, Financial Statements, Cost Accounting
Education
Colorado State University 1974 — 1978
BS, Accounting
Regis Jesuit High School
Shane Campbell Shane Campbell's B2B CFO® Experience June 2004 - Present
Job Strategic adviser to private businesses, helping them to achieve a higher level of success.
Industry Accounting
Experience
B2B CFO® June 2004 - Present
Smoky Market 2005 - 2012
American Gas & Technologies, Inc. 2006 - 2011
MarketLive January 2001 - April 2004
Jones, Schiller & Company January 1990 - January 2001
Pfanner & Tate 1984 - 1990
Skills
Business Planning, Litigation Support, Cash Flow, Profitability, Risk Management, Small Business, Cash, Entrepreneur, Profit Improvement, Business Modeling, Cash Management, Internal Controls, Mergers, Financial Analysis, Debt, Financial Modeling, Restructuring, Start-ups, Accounting, Reporting & Analysis, Cash Flow Forecasting, Working Capital..., Cash Flow Management, Cost Accounting, GAAP, Corporate Finance, Finance, Profit Maximization, Entrepreneurship, Auditing, Managerial Finance, Profit, Due Diligence, Mergers & Acquisitions, Tax, Strategic Financial..., Financial Reporting, Venture Capital, Banking Relationships, Business Valuation, Financial Forecasting, Exit Strategies, Acquisition Integration, SEC filings, Private Equity, Executive Management, Treasury Management, Divestitures, Revenue Recognition, CFOs
Education
California State University-Chico 1979 — 1982
Bachelor's degree, Business/accounting
B2B CFO® June 2004 - Present
Smoky Market 2005 - 2012
American Gas & Technologies, Inc. 2006 - 2011
MarketLive January 2001 - April 2004
Jones, Schiller & Company January 1990 - January 2001
Pfanner & Tate 1984 - 1990
Skills
Business Planning, Litigation Support, Cash Flow, Profitability, Risk Management, Small Business, Cash, Entrepreneur, Profit Improvement, Business Modeling, Cash Management, Internal Controls, Mergers, Financial Analysis, Debt, Financial Modeling, Restructuring, Start-ups, Accounting, Reporting & Analysis, Cash Flow Forecasting, Working Capital..., Cash Flow Management, Cost Accounting, GAAP, Corporate Finance, Finance, Profit Maximization, Entrepreneurship, Auditing, Managerial Finance, Profit, Due Diligence, Mergers & Acquisitions, Tax, Strategic Financial..., Financial Reporting, Venture Capital, Banking Relationships, Business Valuation, Financial Forecasting, Exit Strategies, Acquisition Integration, SEC filings, Private Equity, Executive Management, Treasury Management, Divestitures, Revenue Recognition, CFOs
Education
California State University-Chico 1979 — 1982
Bachelor's degree, Business/accounting
Michael Foos Michael Foos's B2B CFO® Experience August 2007 - April 2010
Job Controller at Farm Fresh To You
Industry Food & Beverages
Experience
Farm Fresh To You June 2014 - Present
Provision Ministry Group 2010 - Present
Kids Care Dental Group 2011 - May 2014
Verstand Financial Consultants April 2010 - 2012
B2B CFO® August 2007 - April 2010
Digital Music Group, Inc. August 2006 - 2007
Waste Connections, Inc. October 1997 - July 2004
USA Waste 1995 - 1997
Sanifill August 1995 - August 1996
Waste Management 1990 - 1995
Skills
Mergers, Financial Systems, Forecasting, Accounting, Budgeting, Budgets, Finance, Financial Reporting, Strategic Financial..., Cash Flow, Internal Controls, Financial Accounting, CPA, SEC filings, Mergers & Acquisitions, US GAAP, Managerial Finance, Start-ups
Education
Ferris State University 1983 — 1987
Bs
Farm Fresh To You June 2014 - Present
Provision Ministry Group 2010 - Present
Kids Care Dental Group 2011 - May 2014
Verstand Financial Consultants April 2010 - 2012
B2B CFO® August 2007 - April 2010
Digital Music Group, Inc. August 2006 - 2007
Waste Connections, Inc. October 1997 - July 2004
USA Waste 1995 - 1997
Sanifill August 1995 - August 1996
Waste Management 1990 - 1995
Skills
Mergers, Financial Systems, Forecasting, Accounting, Budgeting, Budgets, Finance, Financial Reporting, Strategic Financial..., Cash Flow, Internal Controls, Financial Accounting, CPA, SEC filings, Mergers & Acquisitions, US GAAP, Managerial Finance, Start-ups
Education
Ferris State University 1983 — 1987
Bs
Trey Wilhoite's B2B CFO® Experience May 2009 - August 2010
Job Corporate Recruiter at Fonteva, Inc.
Industry Staffing and Recruiting
Experience
Fonteva, Inc. July 2015 - Present
TSymmetry September 2014 - July 2015
Modis March 2014 - September 2014
Modis September 2012 - February 2014
Agensys Corporation September 2011 - August 2012
Jmac Services Ltd. May 2011 - September 2011
B2B CFO® May 2009 - August 2010
Skills
Technical Recruiting, Recruiting, Talent Acquisition, Contract Recruitment, Applicant Tracking..., Sourcing, Screening Resumes, Executive Search, Benefits Negotiation, Human Resources, Cold Calling, Staffing Services, Internet Recruiting, Temporary Staffing, Networking, Vendor Management, Talent Management, Permanent Placement, Industrial Sector, Information Technology, Employee Engagement, Interviews, Temporary Placement, Hiring, Consulting, HR Consulting, CRM, Recruitment Advertising, Social Networking, Staff Augmentation, Screening, Employee Relations, HRIS, IT Recruitment, Onboarding, College Recruiting, Resume Writing
Education
Shepherd University 2007 — 2011
Bachelors in Business Administration, Human Resource Management
Fonteva, Inc. July 2015 - Present
TSymmetry September 2014 - July 2015
Modis March 2014 - September 2014
Modis September 2012 - February 2014
Agensys Corporation September 2011 - August 2012
Jmac Services Ltd. May 2011 - September 2011
B2B CFO® May 2009 - August 2010
Skills
Technical Recruiting, Recruiting, Talent Acquisition, Contract Recruitment, Applicant Tracking..., Sourcing, Screening Resumes, Executive Search, Benefits Negotiation, Human Resources, Cold Calling, Staffing Services, Internet Recruiting, Temporary Staffing, Networking, Vendor Management, Talent Management, Permanent Placement, Industrial Sector, Information Technology, Employee Engagement, Interviews, Temporary Placement, Hiring, Consulting, HR Consulting, CRM, Recruitment Advertising, Social Networking, Staff Augmentation, Screening, Employee Relations, HRIS, IT Recruitment, Onboarding, College Recruiting, Resume Writing
Education
Shepherd University 2007 — 2011
Bachelors in Business Administration, Human Resource Management
Stephen Nussbaum Stephen Nussbaum's B2B CFO® Experience November 2010 - May 2011
Job Finance Director at Cold Spring Harbor Laboratory Press
Industry Publishing
Experience
Cold Spring Harbor Laboratory Press 2011 - Present
B2B CFO November 2010 - May 2011
Oxford University Press October 2009 - December 2010
Oxford University Press, USA September 2005 - September 2010
Oxford University Press 2005 - 2009
Oceana Publications, Inc November 1995 - September 2005
Stewart, Tabori & Chang March 1990 - September 1996
Random House December 1985 - August 1990
Education
City University of New York-Brooklyn College
BS, Accounting
Pace University - Lubin School of Business
MBA, Finance
Cold Spring Harbor Laboratory Press 2011 - Present
B2B CFO November 2010 - May 2011
Oxford University Press October 2009 - December 2010
Oxford University Press, USA September 2005 - September 2010
Oxford University Press 2005 - 2009
Oceana Publications, Inc November 1995 - September 2005
Stewart, Tabori & Chang March 1990 - September 1996
Random House December 1985 - August 1990
Education
City University of New York-Brooklyn College
BS, Accounting
Pace University - Lubin School of Business
MBA, Finance
Craig Hazel Craig Hazel's B2B CFO® Experience July 2013 - Present
Job
Industry Financial Services
Experience
B2B CFO® July 2013 - Present
CourseCo Inc. June 2011 - June 2013
Premier Golf Centers June 2002 - June 2011
GBS of Washington June 1996 - May 2002
Skills
Mergers & Acquisitions, Exit Process, Cash Flow Forecasting, Strategic Planning, Executive Management, Part-Time CFO Services, Business Development, Team Building, Start-ups, New Business Development, Sales, Leadership, Management, Budgets, Coaching, Sales Management, Event Planning, Human Resources, Strategic Communications, Municipal Politics, Operational Excellence, Retail
Education
Auburn University 1984 — 1988
Bachelor of Science (BS), Accounting
B2B CFO® July 2013 - Present
CourseCo Inc. June 2011 - June 2013
Premier Golf Centers June 2002 - June 2011
GBS of Washington June 1996 - May 2002
Skills
Mergers & Acquisitions, Exit Process, Cash Flow Forecasting, Strategic Planning, Executive Management, Part-Time CFO Services, Business Development, Team Building, Start-ups, New Business Development, Sales, Leadership, Management, Budgets, Coaching, Sales Management, Event Planning, Human Resources, Strategic Communications, Municipal Politics, Operational Excellence, Retail
Education
Auburn University 1984 — 1988
Bachelor of Science (BS), Accounting
Chris Millet, MBA Chris Millet, MBA's B2B CFO® Experience August 2015 - Present
Job Partner, B2B CFO at B2B CFO
Industry Financial Services
Experience
B2B CFO August 2015 - Present
Apex Sourcing & Manufacturing LLC July 2012 - July 2015
Mattress King Inc June 2010 - July 2011
PROFITsystems, Inc. October 2004 - June 2010
Joseph Winans Funiture Co. January 2001 - August 2004
Sleep Train January 1996 - August 2000
Skills
Financial Management, Strategic Planning, Team Building, Negotiation, Customer Relations, New Business Development, Inventory Management, Budgeting, Process Improvement, Risk Management, Financial Analysis, Business Strategy, Business Planning, Forecasting, Change Management, Management Consulting, Executive Management, Operations Management, Financial Reporting, Business Process..., Sales Management, Process Engineering, Accounting, Due Diligence, Business Analysis, Start-ups, Consultative Selling, Restructuring, SOX, Excel, Financial Planning, MIS, Business Management, Financial Modeling, ERP, Capital Budgeting, P&L, Solution Selling, Planning, Internal Controls, Analysis, P&L Management, Strategy Development, Cash Management, Team Leadership, Customer Service, Management, Strategic Financial..., Selling, Sales
Education
University of Colorado at Colorado Springs 2010 — 2012
MBA, Accounting and Finance
California State University-Sacramento 1994 — 1997
BS, Administrative Management
B2B CFO August 2015 - Present
Apex Sourcing & Manufacturing LLC July 2012 - July 2015
Mattress King Inc June 2010 - July 2011
PROFITsystems, Inc. October 2004 - June 2010
Joseph Winans Funiture Co. January 2001 - August 2004
Sleep Train January 1996 - August 2000
Skills
Financial Management, Strategic Planning, Team Building, Negotiation, Customer Relations, New Business Development, Inventory Management, Budgeting, Process Improvement, Risk Management, Financial Analysis, Business Strategy, Business Planning, Forecasting, Change Management, Management Consulting, Executive Management, Operations Management, Financial Reporting, Business Process..., Sales Management, Process Engineering, Accounting, Due Diligence, Business Analysis, Start-ups, Consultative Selling, Restructuring, SOX, Excel, Financial Planning, MIS, Business Management, Financial Modeling, ERP, Capital Budgeting, P&L, Solution Selling, Planning, Internal Controls, Analysis, P&L Management, Strategy Development, Cash Management, Team Leadership, Customer Service, Management, Strategic Financial..., Selling, Sales
Education
University of Colorado at Colorado Springs 2010 — 2012
MBA, Accounting and Finance
California State University-Sacramento 1994 — 1997
BS, Administrative Management
Leo Casey's B2B CFO® Experience May 2009 - Present
Job B2B CFO®
Industry Management Consulting
Experience
B2B CFO® May 2009 - Present
Envox Worldwide Inc. December 2007 - October 2008
Envox Worldwide Inc. August 2007 - December 2007
Centive April 2007 - July 2007
Intrusic Inc. April 2006 - February 2007
Infor August 2005 - February 2006
Formation Systems November 2000 - August 2005
Riverton Corporation November 1999 - November 2000
Professional Development Group February 1998 - September 1999
PC DOCS August 1996 - November 1997
Education
Suffolk University 1975 — 1978
MBA, Business
University of Massachusetts Lowell 1970 — 1974
BS, Business Administration-Accounting
B2B CFO® May 2009 - Present
Envox Worldwide Inc. December 2007 - October 2008
Envox Worldwide Inc. August 2007 - December 2007
Centive April 2007 - July 2007
Intrusic Inc. April 2006 - February 2007
Infor August 2005 - February 2006
Formation Systems November 2000 - August 2005
Riverton Corporation November 1999 - November 2000
Professional Development Group February 1998 - September 1999
PC DOCS August 1996 - November 1997
Education
Suffolk University 1975 — 1978
MBA, Business
University of Massachusetts Lowell 1970 — 1974
BS, Business Administration-Accounting
David Fleming, MBA's B2B CFO® Experience November 2010 - Present
Job Partner, B2B CFO
Industry Management Consulting
Experience
B2B CFO® November 2010 - Present
Central Indiana Hardware April 2007 - August 2010
Skills
Banking, Financial Goals, Risk Management, Cash Flow, Financial Reporting, Managerial Finance, Treasury, Finance, Financial Modeling, Business Analysis, Financial Analysis, Leadership, Mergers & Acquisitions, Sales, Restructuring, Negotiation, Strategic Financial..., Internal Controls, Business Strategy, Working Capital..., Cash Management, Credit, Treasury Management, Loans, Accounting, Forecasting, Due Diligence, Executive Management, Exit Strategies, Corporate Finance, Cost Accounting, Sarbanes-Oxley Act, Banking Relationships, Cash Flow Forecasting, CPA, Business Planning, SEC filings, Financial Planning
Education
Anderson University 2009 — 2011
MBA
Butler University 1986 — 1992
B2B CFO® November 2010 - Present
Central Indiana Hardware April 2007 - August 2010
Skills
Banking, Financial Goals, Risk Management, Cash Flow, Financial Reporting, Managerial Finance, Treasury, Finance, Financial Modeling, Business Analysis, Financial Analysis, Leadership, Mergers & Acquisitions, Sales, Restructuring, Negotiation, Strategic Financial..., Internal Controls, Business Strategy, Working Capital..., Cash Management, Credit, Treasury Management, Loans, Accounting, Forecasting, Due Diligence, Executive Management, Exit Strategies, Corporate Finance, Cost Accounting, Sarbanes-Oxley Act, Banking Relationships, Cash Flow Forecasting, CPA, Business Planning, SEC filings, Financial Planning
Education
Anderson University 2009 — 2011
MBA
Butler University 1986 — 1992
Don Lightbody's B2B CFO® Experience January 2007 - May 2013
Job
Industry Financial Services
Experience
CFO Advisory and Consulting Services May 2013 - Present
B2B CFO® January 2007 - May 2013
Engineered Solutions, LLC 2001 - 2010
Valin Corporation 1985 - 2006
Skills
Management, Managerial Finance, Cash Flow, Accounting, Construction, IT Service Management, Tax, Financial Analysis, Auditing, Finance, Risk Management, Financial Modeling, Human Resources, Banking, Strategic Financial..., ERP, Cash Management, Mergers & Acquisitions, Working Capital..., Due Diligence, Team Leadership, Financial Reporting, Manufacturing, Small Business, Temporary Placement, Business Strategy
Education
Golden Gate University
MBA
Santa Clara University
BSC
CFO Advisory and Consulting Services May 2013 - Present
B2B CFO® January 2007 - May 2013
Engineered Solutions, LLC 2001 - 2010
Valin Corporation 1985 - 2006
Skills
Management, Managerial Finance, Cash Flow, Accounting, Construction, IT Service Management, Tax, Financial Analysis, Auditing, Finance, Risk Management, Financial Modeling, Human Resources, Banking, Strategic Financial..., ERP, Cash Management, Mergers & Acquisitions, Working Capital..., Due Diligence, Team Leadership, Financial Reporting, Manufacturing, Small Business, Temporary Placement, Business Strategy
Education
Golden Gate University
MBA
Santa Clara University
BSC
Timothy McLellan - Partner B2B CFO®'s B2B CFO® Experience May 2006 - Present
Job Partner at B2B CFO®. I help business owners increase the profitability and cash flow of their business. www.b2bcfo.com
Industry Accounting
Experience
B2B CFO® May 2006 - Present
Interface, Inc June 1999 - March 2006
Rugby Building Products April 1987 - June 1999
Ernst & Young June 1981 - April 1987
Skills
Cash Flow, Accounting, Cash Flow Forecasting, Banking, Manufacturing, Profit, Financial Statements, Loans, Due Diligence, Restructuring, Mergers, Managerial Finance, Cost Accounting, Business Valuation, Corporate Finance, Financial Analysis, Strategic Financial..., Acquisition Integration, Financial Reporting, Cash Management, Forecasting, Finance, Business Planning, Mergers & Acquisitions, Auditing, Management, Strategy, Small Business, Internal Controls, Financial Modeling, Budgets, Strategic Planning, Sarbanes-Oxley Act, Internal Audit, Working Capital..., Tax, Executive Management, Financial Accounting, GAAP, SEC filings, CPA, Valuation, Private Equity
Education
Michigan State University 1977 — 1981
Bachelor of Arts, Accounting
B2B CFO® May 2006 - Present
Interface, Inc June 1999 - March 2006
Rugby Building Products April 1987 - June 1999
Ernst & Young June 1981 - April 1987
Skills
Cash Flow, Accounting, Cash Flow Forecasting, Banking, Manufacturing, Profit, Financial Statements, Loans, Due Diligence, Restructuring, Mergers, Managerial Finance, Cost Accounting, Business Valuation, Corporate Finance, Financial Analysis, Strategic Financial..., Acquisition Integration, Financial Reporting, Cash Management, Forecasting, Finance, Business Planning, Mergers & Acquisitions, Auditing, Management, Strategy, Small Business, Internal Controls, Financial Modeling, Budgets, Strategic Planning, Sarbanes-Oxley Act, Internal Audit, Working Capital..., Tax, Executive Management, Financial Accounting, GAAP, SEC filings, CPA, Valuation, Private Equity
Education
Michigan State University 1977 — 1981
Bachelor of Arts, Accounting
Petra Watjen's B2B CFO® Experience April 2015 - Present
Job Partner at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® April 2015 - Present
Apache Nitrogen Products, Inc. March 2014 - February 2015
Chromalloy Arizona September 2010 - March 2014
Watjen Consulting, LLC March 2009 - September 2010
TP Orthodontics, Inc. October 2007 - March 2009
Mercer Global Advisors February 2004 - July 2007
PricewaterhouseCoopers, LLP February 1996 - January 2004
Airline Training Center Arizona, Inc, a subsidiary of Lufthansa Airlines July 1990 - February 1996
Lufthansa German Airlines August 1988 - July 1990
Skills
Mergers & Acquisitions, Strategy, Budgets, Forecasting, Corporate Finance, Management, Due Diligence, Finance, Mergers, Restructuring, Financial Analysis, Accounting, Internal Controls, Enterprise Software, Leadership, Process Improvement, Strategic Planning, Financial Reporting, Analysis, Risk Management, Financial Planning, Business Strategy
Education
Arizona State University - W. P. Carey School of Business
MBA
Hofstra University
BBA, Finance
B2B CFO® April 2015 - Present
Apache Nitrogen Products, Inc. March 2014 - February 2015
Chromalloy Arizona September 2010 - March 2014
Watjen Consulting, LLC March 2009 - September 2010
TP Orthodontics, Inc. October 2007 - March 2009
Mercer Global Advisors February 2004 - July 2007
PricewaterhouseCoopers, LLP February 1996 - January 2004
Airline Training Center Arizona, Inc, a subsidiary of Lufthansa Airlines July 1990 - February 1996
Lufthansa German Airlines August 1988 - July 1990
Skills
Mergers & Acquisitions, Strategy, Budgets, Forecasting, Corporate Finance, Management, Due Diligence, Finance, Mergers, Restructuring, Financial Analysis, Accounting, Internal Controls, Enterprise Software, Leadership, Process Improvement, Strategic Planning, Financial Reporting, Analysis, Risk Management, Financial Planning, Business Strategy
Education
Arizona State University - W. P. Carey School of Business
MBA
Hofstra University
BBA, Finance
Tim Watkins, CPA's B2B CFO® Experience May 2015 - Present
Job Partner at B2B CFO® Strategic Business Advisor
Industry Management Consulting
Experience
B2B CFO® May 2015 - Present
T&B Tube Company, Inc. October 2013 - May 2015
Arc Innovative Financial Solutions August 2001 - October 2013
Montgomery Ward LLC April 1998 - March 2002
The Limited, Inc 1995 - 1997
Gilmore Brothers, Inc 1992 - 1995
May Department Stores 1981 - 1989
Skills
Leadership, Management, Budgets, Finance, Strategic Planning, Financial Analysis, Forecasting, Strategy, Mergers & Acquisitions, Team Leadership, Financial Reporting, Process Improvement, Business Strategy, Sales, Marketing, Retail, Negotiation, Contract Negotiation, Due Diligence, Marketing Strategy, Not for Profit, Accounting, Accounts Payable, Entrepreneurship, Analysis
Education
Missouri State University 1975 — 1979
B.S., Accounting
B2B CFO® May 2015 - Present
T&B Tube Company, Inc. October 2013 - May 2015
Arc Innovative Financial Solutions August 2001 - October 2013
Montgomery Ward LLC April 1998 - March 2002
The Limited, Inc 1995 - 1997
Gilmore Brothers, Inc 1992 - 1995
May Department Stores 1981 - 1989
Skills
Leadership, Management, Budgets, Finance, Strategic Planning, Financial Analysis, Forecasting, Strategy, Mergers & Acquisitions, Team Leadership, Financial Reporting, Process Improvement, Business Strategy, Sales, Marketing, Retail, Negotiation, Contract Negotiation, Due Diligence, Marketing Strategy, Not for Profit, Accounting, Accounts Payable, Entrepreneurship, Analysis
Education
Missouri State University 1975 — 1979
B.S., Accounting
Stu Welsh's B2B CFO® Experience 2008 - September 2015
Job President at EGT Advisors Certified Business Exit Consultant
Industry Management Consulting
Experience
EGT Advisors October 2014 - Present
B2B CFO® 2008 - September 2015
Skills
Mergers, Cash Flow, Exit Strategies, Strategic Planning, Due Diligence, Small Business, Working Capital..., Private Equity, Restructuring, Business Valuation, Mergers & Acquisitions, Internal Controls, Managerial Finance, Forecasting, Executive Management, Strategic Financial..., Cash Flow Forecasting, Banking Relationships, Start-ups, Business Planning, Cash Management, Financial Modeling, Acquisition Integration, Budgets, Management Consulting
Education
Loyola University Maryland 1980 — 1984
Dallas Theological Seminary
EGT Advisors October 2014 - Present
B2B CFO® 2008 - September 2015
Skills
Mergers, Cash Flow, Exit Strategies, Strategic Planning, Due Diligence, Small Business, Working Capital..., Private Equity, Restructuring, Business Valuation, Mergers & Acquisitions, Internal Controls, Managerial Finance, Forecasting, Executive Management, Strategic Financial..., Cash Flow Forecasting, Banking Relationships, Start-ups, Business Planning, Cash Management, Financial Modeling, Acquisition Integration, Budgets, Management Consulting
Education
Loyola University Maryland 1980 — 1984
Dallas Theological Seminary
Donald Bowman's B2B CFO® Experience June 2007 - April 2008
Job Financial Executive
Industry Education Management
Experience
Imagine Schools 2010 - Present
Pretium Bay Consulting May 2008 - July 2010
Hudson 2008 - 2009
B2B CFO June 2007 - April 2008
Self-employed January 2003 - May 2007
Kiewit Materials Company April 2000 - December 2002
Lafarge January 1998 - March 1999
Redland Genstar Inc. June 1990 - December 1997
The Rouse Company 1973 - 1990
Skills
Business Operations, Managerial Finance, Financial Reporting, Accounting, Forecasting, Financial Analysis, Strategic Planning, Cash Flow, Budgets, Business Planning, Mergers, Cash Management, Analysis, Mergers & Acquisitions, Working Capital..., Financial Accounting, Financial Modeling, Leadership, Finance, Investments, Accounts Receivable, Management Consulting, Process Improvement, Auditing, Entrepreneurship, Management, Internal Controls, Strategy, Business Development, Strategic Financial..., Training, Program Management, Corporate Finance, Financial Planning
Education
Loyola College in Maryland 1979 — 1981
MPA, Accounting
University of Baltimore 1967 — 1970
Bachelor of Science, Accounting
Imagine Schools 2010 - Present
Pretium Bay Consulting May 2008 - July 2010
Hudson 2008 - 2009
B2B CFO June 2007 - April 2008
Self-employed January 2003 - May 2007
Kiewit Materials Company April 2000 - December 2002
Lafarge January 1998 - March 1999
Redland Genstar Inc. June 1990 - December 1997
The Rouse Company 1973 - 1990
Skills
Business Operations, Managerial Finance, Financial Reporting, Accounting, Forecasting, Financial Analysis, Strategic Planning, Cash Flow, Budgets, Business Planning, Mergers, Cash Management, Analysis, Mergers & Acquisitions, Working Capital..., Financial Accounting, Financial Modeling, Leadership, Finance, Investments, Accounts Receivable, Management Consulting, Process Improvement, Auditing, Entrepreneurship, Management, Internal Controls, Strategy, Business Development, Strategic Financial..., Training, Program Management, Corporate Finance, Financial Planning
Education
Loyola College in Maryland 1979 — 1981
MPA, Accounting
University of Baltimore 1967 — 1970
Bachelor of Science, Accounting
Ed Coombs's B2B CFO® Experience October 2013 - Present
Job Partner and Certified Business Transition Expert™ at B2B CFO®
Industry Accounting
Experience
B2B CFO® October 2013 - Present
B2B CFO® July 2014 - Present
SUNY Canton Foundation September 2008 - Present
Speedway Media January 2001 - Present
USA TPA September 2005 - July 2013
Gater Racing Photo News March 2001 - July 2013
Xclaim Software, Inc. 2005 - 2013
Seaboard Atlantic September 2001 - September 2005
Liberty Resources February 1998 - September 2001
SUNY Upstate Medical University September 1996 - February 1998
Skills
Internal Controls, Financial Accounting, Accounting System, Information Management, Information Technology, Insurance, Change Management, Operations Management, Management, Executive Management, Banking, Not-for-profit, Financial Analysis, Finacial Management, Cash Management, Cash Flow Forecasting, Budget Process, Budget, Treasury Management, Budgets, Not for Profit, Strategic Planning, Managerial Finance, Accounting, Finance, Leadership, Nonprofits, Entrepreneurship, Auditing, Data Analysis, Public Speaking, Financial Reporting
Education
State University of New York - System 1984 — 1990
Bachelor of Science, Accounting
SUNY College of Technology at Canton 1984 — 1986
Associate of Arts and Sciences (AAS), Business Administration and Management, General
B2B CFO® October 2013 - Present
B2B CFO® July 2014 - Present
SUNY Canton Foundation September 2008 - Present
Speedway Media January 2001 - Present
USA TPA September 2005 - July 2013
Gater Racing Photo News March 2001 - July 2013
Xclaim Software, Inc. 2005 - 2013
Seaboard Atlantic September 2001 - September 2005
Liberty Resources February 1998 - September 2001
SUNY Upstate Medical University September 1996 - February 1998
Skills
Internal Controls, Financial Accounting, Accounting System, Information Management, Information Technology, Insurance, Change Management, Operations Management, Management, Executive Management, Banking, Not-for-profit, Financial Analysis, Finacial Management, Cash Management, Cash Flow Forecasting, Budget Process, Budget, Treasury Management, Budgets, Not for Profit, Strategic Planning, Managerial Finance, Accounting, Finance, Leadership, Nonprofits, Entrepreneurship, Auditing, Data Analysis, Public Speaking, Financial Reporting
Education
State University of New York - System 1984 — 1990
Bachelor of Science, Accounting
SUNY College of Technology at Canton 1984 — 1986
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Kenneth Knapik, CPA's B2B CFO® Experience 2008 - Present
Job Partner, B2B CFO
Industry Management Consulting
Experience
B2B CFO 2008 - Present
Utility Peterbilt of Indianapolis 2007 - 2008
Elrod Corporation 2005 - 2006
Central Indiana Hardware 2003 - 2005
Wood Mizer Products, Inc. 1994 - 2003
Skills
Exit Strategies, Private Equity, Manufacturing, Professional Services, Construction, ESOP, Corporations, Transportation, Cash Flow, Cash Management, Cash Flow Forecasting, Working Capital..., Managerial Finance, Mergers, Financial Reporting, Quick Books Pro Advisor, ERP Selection, ERP Implementations, Netsuite, Epicor
Education
Capital University - School of Management
MBA, Finance
University of Toledo
Bachelor of Business Administration, Accounting
B2B CFO 2008 - Present
Utility Peterbilt of Indianapolis 2007 - 2008
Elrod Corporation 2005 - 2006
Central Indiana Hardware 2003 - 2005
Wood Mizer Products, Inc. 1994 - 2003
Skills
Exit Strategies, Private Equity, Manufacturing, Professional Services, Construction, ESOP, Corporations, Transportation, Cash Flow, Cash Management, Cash Flow Forecasting, Working Capital..., Managerial Finance, Mergers, Financial Reporting, Quick Books Pro Advisor, ERP Selection, ERP Implementations, Netsuite, Epicor
Education
Capital University - School of Management
MBA, Finance
University of Toledo
Bachelor of Business Administration, Accounting
Sheri Pawlik's B2B CFO® Experience January 2008 - Present
Job Chief Financial Officer at B2B CFO
Industry Financial Services
Experience
B2B CFO® January 2008 - Present
Chrysler May 1995 - December 2007
General Motors July 1989 - April 1995
Skills
Cost Accounting, Financial Analysis, Cash Flow Forecasting, Analysis, Financial Audits, Sales Analysis, Budgets, Accounting, Forecasting, Banking, Business Planning, Financial Reporting, Strategic Planning, Cash Management, Business Strategy, Key Performance..., Working Capital..., Due Diligence, Managerial Finance, Start-ups, Manufacturing, Internal Controls, Cash Flow, Business Process..., Finance, Small Business, Banking Relationships, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Restructuring, Strategic Financial..., SEC filings, Executive Management, Sarbanes-Oxley Act, Financial Forecasting, Acquisition Integration, Business Valuation, Variance Analysis, Treasury Management, Divestitures, US GAAP, Consolidation, Financial Accounting, Auditing, GAAP
Education
Wayne State University 1990 — 1994
MBA, Accounting
Michigan State University 1985 — 1989
Accounting and Finance
B2B CFO® January 2008 - Present
Chrysler May 1995 - December 2007
General Motors July 1989 - April 1995
Skills
Cost Accounting, Financial Analysis, Cash Flow Forecasting, Analysis, Financial Audits, Sales Analysis, Budgets, Accounting, Forecasting, Banking, Business Planning, Financial Reporting, Strategic Planning, Cash Management, Business Strategy, Key Performance..., Working Capital..., Due Diligence, Managerial Finance, Start-ups, Manufacturing, Internal Controls, Cash Flow, Business Process..., Finance, Small Business, Banking Relationships, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Restructuring, Strategic Financial..., SEC filings, Executive Management, Sarbanes-Oxley Act, Financial Forecasting, Acquisition Integration, Business Valuation, Variance Analysis, Treasury Management, Divestitures, US GAAP, Consolidation, Financial Accounting, Auditing, GAAP
Education
Wayne State University 1990 — 1994
MBA, Accounting
Michigan State University 1985 — 1989
Accounting and Finance
Danny Windsor's B2B CFO® Experience July 2014 - Present
Job Partner at B2BCFO
Industry Management Consulting
Experience
B2B CFO® July 2014 - Present
B2B CFO® March 2008 - Present
Nokian Tyres Inc. 1997 - 2008
Waste Management Inc. 1981 - 1997
Skills
Process Improvement, International Accounting, Financial Analysis, Cash Flow, Financial Modeling, Budgeting, Cash Flow Management, Financial Reporting, Cost Accounting, Financial Management, Cash Management, Accounting, Forecasting, Due Diligence, Internal Controls, Start-ups, Strategic Planning, Risk Management, Business Planning, Manufacturing, Budgets, Banking, Managerial Finance, Working Capital..., Business Valuation, Strategic Financial..., Finance, Strategy, Mergers & Acquisitions, Restructuring, Leadership, Small Business, Cash Flow Forecasting, Executive Management, Management, Auditing, Internal Audit, Corporate Finance, GAAP, Sarbanes-Oxley Act, CPA, Acquisition Integration
Education
Lipscomb University 1974 — 1979
Bachelor of Science (B.S.), Accounting
B2B CFO® July 2014 - Present
B2B CFO® March 2008 - Present
Nokian Tyres Inc. 1997 - 2008
Waste Management Inc. 1981 - 1997
Skills
Process Improvement, International Accounting, Financial Analysis, Cash Flow, Financial Modeling, Budgeting, Cash Flow Management, Financial Reporting, Cost Accounting, Financial Management, Cash Management, Accounting, Forecasting, Due Diligence, Internal Controls, Start-ups, Strategic Planning, Risk Management, Business Planning, Manufacturing, Budgets, Banking, Managerial Finance, Working Capital..., Business Valuation, Strategic Financial..., Finance, Strategy, Mergers & Acquisitions, Restructuring, Leadership, Small Business, Cash Flow Forecasting, Executive Management, Management, Auditing, Internal Audit, Corporate Finance, GAAP, Sarbanes-Oxley Act, CPA, Acquisition Integration
Education
Lipscomb University 1974 — 1979
Bachelor of Science (B.S.), Accounting
Philip Elworth's B2B CFO® Experience May 2014 - Present
Job Certified Business Transition Expert™ at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® May 2014 - Present
B2B CFO® 2008 - Present
Mid America Services Group, LLC October 2007 - October 2008
Lurie Management, LLC September 1982 - February 2007
Contental Bank 1975 - 1978
Skills
Accounts Payable, Financial Reporting, Budgets, Forecasting, Cash Flow Forecasting, Managerial Finance, Financial Analysis, Cash Flow, Financial Modeling, Mergers, Cash Management, Banking Relationships, Working Capital..., Accounting, Strategic Financial..., Internal Controls, Mergers & Acquisitions, Analysis, Start-ups, Finance, GAAP, Banking, Business Planning, Restructuring, Strategic Planning, Leadership, Sarbanes-Oxley Act, Strategy, Income Statement, Valuation, Executive Management, Risk Management, Revenue Recognition, Exit Strategies, Financial Accounting, Treasury Management, Variance Analysis, Corporate Finance, Asset Managment, Financial Statements, US GAAP, Financial Forecasting, Tax, QuickBooks, Business Valuation, Consolidation, Auditing, Cost Accounting, Private Equity, Loans
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1978 — 1982
MBA, Finance
Western Illinois University 1971 — 1975
Bachelor’s Degree, Accounting
York High School 1968 — 1971
B2B CFO® May 2014 - Present
B2B CFO® 2008 - Present
Mid America Services Group, LLC October 2007 - October 2008
Lurie Management, LLC September 1982 - February 2007
Contental Bank 1975 - 1978
Skills
Accounts Payable, Financial Reporting, Budgets, Forecasting, Cash Flow Forecasting, Managerial Finance, Financial Analysis, Cash Flow, Financial Modeling, Mergers, Cash Management, Banking Relationships, Working Capital..., Accounting, Strategic Financial..., Internal Controls, Mergers & Acquisitions, Analysis, Start-ups, Finance, GAAP, Banking, Business Planning, Restructuring, Strategic Planning, Leadership, Sarbanes-Oxley Act, Strategy, Income Statement, Valuation, Executive Management, Risk Management, Revenue Recognition, Exit Strategies, Financial Accounting, Treasury Management, Variance Analysis, Corporate Finance, Asset Managment, Financial Statements, US GAAP, Financial Forecasting, Tax, QuickBooks, Business Valuation, Consolidation, Auditing, Cost Accounting, Private Equity, Loans
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1978 — 1982
MBA, Finance
Western Illinois University 1971 — 1975
Bachelor’s Degree, Accounting
York High School 1968 — 1971
Glen Katlein's B2B CFO® Experience July 2008 - Present
Job Partner at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® July 2008 - Present
Premier Trailer Leasing February 2008 - September 2008
Premier Trailer Leasing April 2006 - January 2008
Bank of America May 2003 - April 2006
Citigroup (formerly Associates First Capital Corp) June 1989 - April 2003
Citigroup (formerly Associates First Capital Corp) 2000 - 2002
The Associates - Associates Leasing, Inc 1995 - 2000
Texas Oil & Gas 1983 - 1988
KPMG 1979 - 1982
Skills
Strategic Planning, Acquisitions, Business Services, Mergers, Financial Reporting, Financial Analysis, Cash Management, Due Diligence, Forecasting, Financial Modeling, Managerial Finance, Accounting, Cash Flow, Cash Flow Forecasting, SEC filings, Working Capital..., Cost Management, Pricing Strategy, Finance, Start-ups, Mergers & Acquisitions, Credit, Banking Relationships, Private Equity, Internal Controls, Auditing, Executive Management, Restructuring, Banking, Corporate Finance, Strategic Financial..., Acquisition Integration, Analysis, Investments, Management, Treasury Management, Divestitures, Cost Accounting, Business Valuation, Exit Strategies, IPO
Education
The University of Dallas 1989 — 1993
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Eastern Michigan University 1974 — 1978
BBA, Accounting
B2B CFO® July 2008 - Present
Premier Trailer Leasing February 2008 - September 2008
Premier Trailer Leasing April 2006 - January 2008
Bank of America May 2003 - April 2006
Citigroup (formerly Associates First Capital Corp) June 1989 - April 2003
Citigroup (formerly Associates First Capital Corp) 2000 - 2002
The Associates - Associates Leasing, Inc 1995 - 2000
Texas Oil & Gas 1983 - 1988
KPMG 1979 - 1982
Skills
Strategic Planning, Acquisitions, Business Services, Mergers, Financial Reporting, Financial Analysis, Cash Management, Due Diligence, Forecasting, Financial Modeling, Managerial Finance, Accounting, Cash Flow, Cash Flow Forecasting, SEC filings, Working Capital..., Cost Management, Pricing Strategy, Finance, Start-ups, Mergers & Acquisitions, Credit, Banking Relationships, Private Equity, Internal Controls, Auditing, Executive Management, Restructuring, Banking, Corporate Finance, Strategic Financial..., Acquisition Integration, Analysis, Investments, Management, Treasury Management, Divestitures, Cost Accounting, Business Valuation, Exit Strategies, IPO
Education
The University of Dallas 1989 — 1993
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Eastern Michigan University 1974 — 1978
BBA, Accounting
Patrick Clancy's B2B CFO® Experience 2011 - January 2013
Job Vice President Finance at The Harry Fox Agency
Industry Music
Experience
The Harry Fox Agency November 2012 - Present
B2B CFO 2011 - January 2013
Rounder Records 2007 - 2010
Universal Classics and Jazz 1994 - 2006
Polygram Music Group 1983 - 1995
Skills
Sales, Entrepreneurship, Managerial Finance, Mergers, Financial Reporting, Accounting, Banking, Finance, Forecasting, Financial Analysis, Financial Modeling, Internal Controls, Cash Flow, Restructuring, Cash Management
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
Fordham University 1977 — 1981
BS, Accounting
The Harry Fox Agency November 2012 - Present
B2B CFO 2011 - January 2013
Rounder Records 2007 - 2010
Universal Classics and Jazz 1994 - 2006
Polygram Music Group 1983 - 1995
Skills
Sales, Entrepreneurship, Managerial Finance, Mergers, Financial Reporting, Accounting, Banking, Finance, Forecasting, Financial Analysis, Financial Modeling, Internal Controls, Cash Flow, Restructuring, Cash Management
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
Fordham University 1977 — 1981
BS, Accounting
James Sieber, CPA's B2B CFO® Experience August 2009 - September 2011
Job Chief Financial Officer at Dimension Design
Industry Design
Experience
Dimension Design August 2012 - Present
BlueAnt Wireless July 2011 - July 2012
B2B CFO® August 2009 - September 2011
Essential Group, Inc. 2008 - August 2009
Great Lakes Synergy/Composites One LLC 2000 - 2008
Kaman Industrial Technologies a subsidiary of Kaman Corp. 1999 - 2000
U. S. Food Service 1997 - 1998
Gordon Food Service 1989 - 1996
Birds Eye Foods 1977 - 1989
Ernst & Young 1975 - 1977
Skills
Financial Modeling, Financial Reporting, Mergers, Working Capital..., Financial Analysis, Corporate Finance, Due Diligence, Internal Controls, Process Improvement, Budgets, Accounting, Risk Management, Finance, Strategic Planning, Start-ups, Cost Accounting, Strategy, Auditing, Internal Audit, Mergers & Acquisitions, Analysis, Forecasting, Management, Executive Management, Team Building, Human Resources, Leadership, General Ledger, Managerial Finance, Banking, Business Development, Cash Flow Forecasting, Contract Negotiation, Entrepreneurship
Education
Taylor University
BA, Business Admin.
Western Michigan University
MS, Accounting
Dimension Design August 2012 - Present
BlueAnt Wireless July 2011 - July 2012
B2B CFO® August 2009 - September 2011
Essential Group, Inc. 2008 - August 2009
Great Lakes Synergy/Composites One LLC 2000 - 2008
Kaman Industrial Technologies a subsidiary of Kaman Corp. 1999 - 2000
U. S. Food Service 1997 - 1998
Gordon Food Service 1989 - 1996
Birds Eye Foods 1977 - 1989
Ernst & Young 1975 - 1977
Skills
Financial Modeling, Financial Reporting, Mergers, Working Capital..., Financial Analysis, Corporate Finance, Due Diligence, Internal Controls, Process Improvement, Budgets, Accounting, Risk Management, Finance, Strategic Planning, Start-ups, Cost Accounting, Strategy, Auditing, Internal Audit, Mergers & Acquisitions, Analysis, Forecasting, Management, Executive Management, Team Building, Human Resources, Leadership, General Ledger, Managerial Finance, Banking, Business Development, Cash Flow Forecasting, Contract Negotiation, Entrepreneurship
Education
Taylor University
BA, Business Admin.
Western Michigan University
MS, Accounting
Richard Hendrick's B2B CFO® Experience May 2008 - Present
Job Partner in America's Largest CFO Services Firm
Industry Management Consulting
Experience
B2B CFO May 2008 - Present
Vybion, Inc. September 2006 - Present
First Unitarian Society of Ithaca 2008 - 2015
Hardinge Inc July 2000 - June 2006
Skills
Managerial Finance, Cash Flow Forecasting, Cash Flow, Mergers, Financial Reporting, Exit Strategies, Restructuring, Mergers & Acquisitions, Internal Controls, Finance, Business Strategy, Forecasting, Working Capital..., Start-ups, Banking Relationships, Financial Analysis, Due Diligence, Cash Management, Strategic Financial...
Education
Temple University 1978 — 1980
Master of Business Administration (MBA), Finance and Financial Management Services
Dickinson College 1972 — 1976
Bachelor of Arts (B.A.), Economics
B2B CFO May 2008 - Present
Vybion, Inc. September 2006 - Present
First Unitarian Society of Ithaca 2008 - 2015
Hardinge Inc July 2000 - June 2006
Skills
Managerial Finance, Cash Flow Forecasting, Cash Flow, Mergers, Financial Reporting, Exit Strategies, Restructuring, Mergers & Acquisitions, Internal Controls, Finance, Business Strategy, Forecasting, Working Capital..., Start-ups, Banking Relationships, Financial Analysis, Due Diligence, Cash Management, Strategic Financial...
Education
Temple University 1978 — 1980
Master of Business Administration (MBA), Finance and Financial Management Services
Dickinson College 1972 — 1976
Bachelor of Arts (B.A.), Economics
RT Burda's B2B CFO® Experience 2008 - 2009
Job General Counsel at Ohio Concealed Carry Defense Services, LLC
Industry Law Practice
Experience
Ohio Concealed Carry Defense Services, LLC 2008 - Present
B2B CFO 2008 - 2009
Skills
Auditing, Mergers & Acquisitions, Criminal Law, Business Strategy, Tax, Cash Flow, Civil Litigation, Criminal Defense, Accounting, Licensing, Finance, Due Diligence, Mergers, Private Equity, Managerial Finance
Education
Capital University Law School 1985 — 1987
LL.M., Taxation
The Ohio State University Moritz College of Law 1978 — 1980
JD, Law
University of Dayton 1975 — 1977
BSBA, Accounting, Finance
Ohio Concealed Carry Defense Services, LLC 2008 - Present
B2B CFO 2008 - 2009
Skills
Auditing, Mergers & Acquisitions, Criminal Law, Business Strategy, Tax, Cash Flow, Civil Litigation, Criminal Defense, Accounting, Licensing, Finance, Due Diligence, Mergers, Private Equity, Managerial Finance
Education
Capital University Law School 1985 — 1987
LL.M., Taxation
The Ohio State University Moritz College of Law 1978 — 1980
JD, Law
University of Dayton 1975 — 1977
BSBA, Accounting, Finance
Courtland Jackson, CPA's B2B CFO® Experience April 2013 - Present
Job Partner at B2B CFO
Industry Accounting
Experience
B2B CFO April 2013 - Present
Community Cancer Care, Inc. March 1993 - March 2013
Real Estate Development Co.s July 1984 - March 1993
Main Hurdman, C.P.A.s September 1982 - July 1984
Med-Chest, Inc September 1977 - September 1982
Skills
Financial Analysis, Accounts Receivable, Accounting, Financial Reporting, Internal Controls, Mergers, GAAP, Financial Accounting, Tax, Auditing, CPA, General Ledger, QuickBooks, Cash Flow, US GAAP, Managerial Finance, Cost Accounting, Tax Preparation, Mergers & Acquisitions, Forensic Accounting, Treasury, Consolidation, Process Improvement, Revenue Recognition, Variance Analysis, Restructuring, SEC filings, Financial Forecasting, Corporate Tax, Forecasting, Risk Management, Internal Audit, Financial Audits, Strategic Financial..., Due Diligence, IFRS, Finance, Acquisition Integration, Budgets, Working Capital..., Treasury Management, Income Tax, Cash Flow Forecasting, Financial Statements, Corporate Finance, Management, Business Planning, Sarbanes-Oxley Act, Business Valuation, Financial Modeling
Education
Indiana University Bloomington 1972 — 1977
BS, Accounting
Brebeuf Jesuit Preparatory School 1969 — 1972
B2B CFO April 2013 - Present
Community Cancer Care, Inc. March 1993 - March 2013
Real Estate Development Co.s July 1984 - March 1993
Main Hurdman, C.P.A.s September 1982 - July 1984
Med-Chest, Inc September 1977 - September 1982
Skills
Financial Analysis, Accounts Receivable, Accounting, Financial Reporting, Internal Controls, Mergers, GAAP, Financial Accounting, Tax, Auditing, CPA, General Ledger, QuickBooks, Cash Flow, US GAAP, Managerial Finance, Cost Accounting, Tax Preparation, Mergers & Acquisitions, Forensic Accounting, Treasury, Consolidation, Process Improvement, Revenue Recognition, Variance Analysis, Restructuring, SEC filings, Financial Forecasting, Corporate Tax, Forecasting, Risk Management, Internal Audit, Financial Audits, Strategic Financial..., Due Diligence, IFRS, Finance, Acquisition Integration, Budgets, Working Capital..., Treasury Management, Income Tax, Cash Flow Forecasting, Financial Statements, Corporate Finance, Management, Business Planning, Sarbanes-Oxley Act, Business Valuation, Financial Modeling
Education
Indiana University Bloomington 1972 — 1977
BS, Accounting
Brebeuf Jesuit Preparatory School 1969 — 1972
Gary L. Cook, CPA, CGMA's B2B CFO® Experience April 2015 - Present
Job Partner at B2B CFO
Industry Executive Office
Experience
B2B CFO® April 2015 - Present
SolaRover Inc. February 2009 - April 2015
Cognigen Networks, Inc. March 2003 - November 2008
eVision USA. com, Inc. March 1996 - June 2002
KPMG Audit June 1982 - April 1994
Skills
Treasury Management, Acquisition Integration, 10Q, Forecasting, Banking Relationships, Auditing, Corporate Finance, Public Companies, Financial Operations, S-1, Turn Around Management, International Operations, Audit Committee, Cash Flow, Financial Modeling, Budgets, Revenue Recognition, Cash Management, Internal Controls, Leadership, Board Governance, Part-Time CFO Services, Finance, Management, Start-ups, Accounting, Financial Reporting, Strategic Planning
Education
Brigham Young University 1979 — 1982
BS, Accounting
B2B CFO® April 2015 - Present
SolaRover Inc. February 2009 - April 2015
Cognigen Networks, Inc. March 2003 - November 2008
eVision USA. com, Inc. March 1996 - June 2002
KPMG Audit June 1982 - April 1994
Skills
Treasury Management, Acquisition Integration, 10Q, Forecasting, Banking Relationships, Auditing, Corporate Finance, Public Companies, Financial Operations, S-1, Turn Around Management, International Operations, Audit Committee, Cash Flow, Financial Modeling, Budgets, Revenue Recognition, Cash Management, Internal Controls, Leadership, Board Governance, Part-Time CFO Services, Finance, Management, Start-ups, Accounting, Financial Reporting, Strategic Planning
Education
Brigham Young University 1979 — 1982
BS, Accounting
Richard Franco, CPA, MBA's B2B CFO® Experience September 2015 - Present
Job Partner at B2B CFO®
Industry Medical Devices
Experience
B2B CFO® September 2015 - Present
Ronald McDonald House Charities of Northeast IN January 2015 - Present
Harrison College November 2013 - Present
Ronald McDonald House May 2014 - Present
Ronald McDonald House August 2012 - Present
Auburn Gear, Inc. March 2012 - May 2015
Franco Enterprises November 2011 - March 2012
NGInstruments, Inc. June 2009 - October 2011
Fort Wayne Fever January 2010 - May 2011
Warsaw Travel Soccer Club January 2003 - January 2010
Skills
Accounting, Risk Management, Finance, Job Costing, Human Resources, Information Technology, Sales Tax, Sarbanes-Oxley Act, Financial Reporting, Forecasting, JD Edwards, Hyperion Enterprise, Internal Controls, Financial Analysis, Cost Accounting, Auditing, Consolidation, Mergers, Budgets, Process Improvement, Accounts Receivable, Access, ERP, Internal Audit, Leadership, Management, Mergers, Strategic Financial...
Education
Indiana University South Bend 1992 — 1995
MBA, Business
Grace College & Seminary 1979 — 1983
BS Accounting, Accounting, Business, Law and Tax
B2B CFO® September 2015 - Present
Ronald McDonald House Charities of Northeast IN January 2015 - Present
Harrison College November 2013 - Present
Ronald McDonald House May 2014 - Present
Ronald McDonald House August 2012 - Present
Auburn Gear, Inc. March 2012 - May 2015
Franco Enterprises November 2011 - March 2012
NGInstruments, Inc. June 2009 - October 2011
Fort Wayne Fever January 2010 - May 2011
Warsaw Travel Soccer Club January 2003 - January 2010
Skills
Accounting, Risk Management, Finance, Job Costing, Human Resources, Information Technology, Sales Tax, Sarbanes-Oxley Act, Financial Reporting, Forecasting, JD Edwards, Hyperion Enterprise, Internal Controls, Financial Analysis, Cost Accounting, Auditing, Consolidation, Mergers, Budgets, Process Improvement, Accounts Receivable, Access, ERP, Internal Audit, Leadership, Management, Mergers, Strategic Financial...
Education
Indiana University South Bend 1992 — 1995
MBA, Business
Grace College & Seminary 1979 — 1983
BS Accounting, Accounting, Business, Law and Tax
Daniel Makuch's B2B CFO® Experience November 2011 - Present
Job Partner at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® November 2011 - Present
SSAB, Inc. September 1997 - November 2011
Browning Ferris Industries August 1994 - September 1997
BOC Edwards Freeze Drying August 1991 - August 1994
Uniform Printing & Supply, Inc. December 1986 - August 1991
Coopers & Lybrand August 1981 - December 1986
Skills
Start-ups, Risk Management, Budgets, Finance, Financial Reporting, Cash Management, Financial Analysis, Cash Flow, Financial Modeling, Restructuring, Mergers, Due Diligence, Corporate Finance, Managerial Finance, Business Strategy, Working Capital..., Forecasting, Cost Accounting, Sarbanes-Oxley Act, Tax, Internal Controls, Strategic Planning, Accounting, Strategy, Cash Flow Forecasting, Strategic Financial..., Private Equity, Auditing
Education
Canadian Institute of Chartered Accountants 1984 — 1984
Chartered Accountant
Clarkson University 1976 — 1980
BSc, Accounting & Law
B2B CFO® November 2011 - Present
SSAB, Inc. September 1997 - November 2011
Browning Ferris Industries August 1994 - September 1997
BOC Edwards Freeze Drying August 1991 - August 1994
Uniform Printing & Supply, Inc. December 1986 - August 1991
Coopers & Lybrand August 1981 - December 1986
Skills
Start-ups, Risk Management, Budgets, Finance, Financial Reporting, Cash Management, Financial Analysis, Cash Flow, Financial Modeling, Restructuring, Mergers, Due Diligence, Corporate Finance, Managerial Finance, Business Strategy, Working Capital..., Forecasting, Cost Accounting, Sarbanes-Oxley Act, Tax, Internal Controls, Strategic Planning, Accounting, Strategy, Cash Flow Forecasting, Strategic Financial..., Private Equity, Auditing
Education
Canadian Institute of Chartered Accountants 1984 — 1984
Chartered Accountant
Clarkson University 1976 — 1980
BSc, Accounting & Law
Jack Williamson's B2B CFO® Experience April 2015 - Present
Job Partner at B2B CFO®
Industry Internet
Experience
B2B CFO® April 2015 - Present
Jyte.com November 2008 - August 2014
Oversee.net 2007 - September 2008
SnapNames.com September 2000 - June 2007
Imagex, Inc. December 1999 - August 2000
Printbid.com July 1999 - December 1999
Mail-Well, Inc June 1998 - July 1999
Gould Packaging May 1996 - June 1998
BBSI 1984 - 1994
Skills
Operations Management, Strategic Planning, Process Improvement, Software Industry, Corporate Finance, Deal Sourcing, Financial Analysis, Start-ups, SaaS, Due Diligence, Finance, Management, Venture Capital, Forecasting, Business Development, Strategy, Entrepreneurship, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, Executive Management, Financial Modeling
Education
Oregon State University 1975 — 1981
Bachelor of Science (B.S.), Accounting and Finance
B2B CFO® April 2015 - Present
Jyte.com November 2008 - August 2014
Oversee.net 2007 - September 2008
SnapNames.com September 2000 - June 2007
Imagex, Inc. December 1999 - August 2000
Printbid.com July 1999 - December 1999
Mail-Well, Inc June 1998 - July 1999
Gould Packaging May 1996 - June 1998
BBSI 1984 - 1994
Skills
Operations Management, Strategic Planning, Process Improvement, Software Industry, Corporate Finance, Deal Sourcing, Financial Analysis, Start-ups, SaaS, Due Diligence, Finance, Management, Venture Capital, Forecasting, Business Development, Strategy, Entrepreneurship, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, Executive Management, Financial Modeling
Education
Oregon State University 1975 — 1981
Bachelor of Science (B.S.), Accounting and Finance
Ernie English's B2B CFO® Experience March 2011 - Present
Job Experienced CFO and business executive
Industry Management Consulting
Experience
B2B CFO® March 2011 - Present
Gundle/SLT Environmental, Inc 1996 - 2010
Stewart & Stevenson 1994 - 1996
Creole International 1987 - 1994
Marathon Manufacturing Company 1976 - 1987
Wolfe, Keller & Kinley, CPA's 1973 - 1976
Skills
Mergers, Budgets, Finance, Exit Strategies, Process Improvement, Financial Accounting, Banking, Management Consulting, ERP, Accounting, Financial Reporting, Program Management, Strategic Planning, Managerial Finance, Cost Accounting, Strategic Financial..., Cash Management, Acquisition Integration, Private Equity, Financial Analysis, Executive Management, Working Capital..., Management
Education
Bloomsburg University of Pennsylvania 1970 — 1974
BS, Accounting
B2B CFO® March 2011 - Present
Gundle/SLT Environmental, Inc 1996 - 2010
Stewart & Stevenson 1994 - 1996
Creole International 1987 - 1994
Marathon Manufacturing Company 1976 - 1987
Wolfe, Keller & Kinley, CPA's 1973 - 1976
Skills
Mergers, Budgets, Finance, Exit Strategies, Process Improvement, Financial Accounting, Banking, Management Consulting, ERP, Accounting, Financial Reporting, Program Management, Strategic Planning, Managerial Finance, Cost Accounting, Strategic Financial..., Cash Management, Acquisition Integration, Private Equity, Financial Analysis, Executive Management, Working Capital..., Management
Education
Bloomsburg University of Pennsylvania 1970 — 1974
BS, Accounting
Tim Luck's B2B CFO® Experience October 2006 - May 2008
Job CFO at Acme Cone Company
Industry Financial Services
Experience
Acme Cone Company April 2015 - Present
Onsite Health Diagnostics January 2014 - March 2015
vcfo July 2013 - January 2014
IB Roof Systems May 2008 - June 2013
B2B CFO October 2006 - May 2008
Obie Industries, Inc May 2005 - October 2006
Pepsi-Cola Bottling February 1986 - May 2004
PwC January 1983 - February 1986
Skills
Forecasting, Accounting, Financial Reporting, Business Planning, Process Improvement, Strategy, Team Building, Leadership, Management Consulting, Microsoft Excel, Team Leadership, Coaching, Budgets, Management, Finance, Strategic Planning, Financial Analysis, Financial Modeling, Managerial Finance, Start-ups, Auditing
Education
University of Oregon 1980 — 1982
MBA, Finance
Oregon State University 1976 — 1979
BS, Microbiology
Acme Cone Company April 2015 - Present
Onsite Health Diagnostics January 2014 - March 2015
vcfo July 2013 - January 2014
IB Roof Systems May 2008 - June 2013
B2B CFO October 2006 - May 2008
Obie Industries, Inc May 2005 - October 2006
Pepsi-Cola Bottling February 1986 - May 2004
PwC January 1983 - February 1986
Skills
Forecasting, Accounting, Financial Reporting, Business Planning, Process Improvement, Strategy, Team Building, Leadership, Management Consulting, Microsoft Excel, Team Leadership, Coaching, Budgets, Management, Finance, Strategic Planning, Financial Analysis, Financial Modeling, Managerial Finance, Start-ups, Auditing
Education
University of Oregon 1980 — 1982
MBA, Finance
Oregon State University 1976 — 1979
BS, Microbiology
Allyn Mowbray's B2B CFO® Experience 2002 - 2004
Job
Industry Aviation & Aerospace
Experience
SPX Corporation April 2006 - Present
Michael Reilly Design 2004 - 2006
B2B CFO® 2002 - 2004
Cook, Hall and Hyde, Inc. 2001 - 2002
Wired Environments Inc. 2000 - 2001
Thomson Industries, Inc 1993 - 2000
Skills
Cost Accounting, Manufacturing, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Lean Manufacturing, Budgets, Accounting, US GAAP, Forecasting, GAAP, SAP, Strategic Planning, Microsoft Excel, Variance Analysis, Payroll, Management, Finance, Business Planning, Internal Controls, Cash Management, Managerial Finance, Program Management, Business Process..., P&L, Strategy, Supply Chain, Working Capital..., Process Improvement, ERP, Business Strategy, Continuous Improvement, Contract Negotiation, Strategic Financial..., General Ledger, Financial Accounting, Financial Modeling, Integration, Supply Chain Management
Education
Long Island University, C.W. Post Campus
Bachelors, Accounting
SPX Corporation April 2006 - Present
Michael Reilly Design 2004 - 2006
B2B CFO® 2002 - 2004
Cook, Hall and Hyde, Inc. 2001 - 2002
Wired Environments Inc. 2000 - 2001
Thomson Industries, Inc 1993 - 2000
Skills
Cost Accounting, Manufacturing, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Lean Manufacturing, Budgets, Accounting, US GAAP, Forecasting, GAAP, SAP, Strategic Planning, Microsoft Excel, Variance Analysis, Payroll, Management, Finance, Business Planning, Internal Controls, Cash Management, Managerial Finance, Program Management, Business Process..., P&L, Strategy, Supply Chain, Working Capital..., Process Improvement, ERP, Business Strategy, Continuous Improvement, Contract Negotiation, Strategic Financial..., General Ledger, Financial Accounting, Financial Modeling, Integration, Supply Chain Management
Education
Long Island University, C.W. Post Campus
Bachelors, Accounting
Dennis Kanai's B2B CFO® Experience August 2013 - Present
Job Partner at B2B CFO
Industry Financial Services
Experience
B2B CFO August 2013 - Present
D J KANAI CONSULTING LLC February 2012 - August 2013
Innovative Communication Corporation December 2001 - January 2012
Skills
Financial Analysis, Cost Accounting, Account Reconciliation, Budgets, Mergers & Acquisitions, Financial Services, Management Consulting, Financial Modeling, Forecasting, Corporate Finance, Analysis, Managerial Finance, Auditing, Strategic Financial..., Management, Corporate Tax, SEC filings, Financial Reporting, Finance, Due Diligence, Sarbanes-Oxley Act, Cash Management, Restructuring, Business Valuation, Tax, Exit Stredegy, Cash Flow, Executive Management, Acquisition Integration, Accounting, Variance Analysis, Financial Accounting, Private Equity, Valuation, Financial Planning, SEC Filings
Education
Florida Atlantic University
BBA, Accounting
B2B CFO August 2013 - Present
D J KANAI CONSULTING LLC February 2012 - August 2013
Innovative Communication Corporation December 2001 - January 2012
Skills
Financial Analysis, Cost Accounting, Account Reconciliation, Budgets, Mergers & Acquisitions, Financial Services, Management Consulting, Financial Modeling, Forecasting, Corporate Finance, Analysis, Managerial Finance, Auditing, Strategic Financial..., Management, Corporate Tax, SEC filings, Financial Reporting, Finance, Due Diligence, Sarbanes-Oxley Act, Cash Management, Restructuring, Business Valuation, Tax, Exit Stredegy, Cash Flow, Executive Management, Acquisition Integration, Accounting, Variance Analysis, Financial Accounting, Private Equity, Valuation, Financial Planning, SEC Filings
Education
Florida Atlantic University
BBA, Accounting
Curtis Anderson's B2B CFO® Experience April 2014 - Present
Job Partner at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® April 2014 - Present
Theronyx July 2002 - April 2014
Best Software 1999 - 2002
OmniVista Software 1993 - 1999
Sigma Consulting 1991 - 1996
KPMG Peat Marwick 1986 - 1991
Skills
Enterprise Software, Executive Management, Professional Services, Management Consulting, Leadership, Start-ups, Corporate Finance, Business Development, Strategic Partnerships, Corporate FP&A, Strategy, Corporate Budgeting, Entrepreneurship, Solution Selling, Finance, Business Process..., Mergers & Acquisitions, Team Leadership, Cloud Computing, Consulting, Activity Based Costing, New Business Development, QuickBooks®, CRM, Management
Education
Rochester Institute of Technology 1984 — 1986
B.S., Accounting
University of Utah 1981 — 1984
Economics
B2B CFO® April 2014 - Present
Theronyx July 2002 - April 2014
Best Software 1999 - 2002
OmniVista Software 1993 - 1999
Sigma Consulting 1991 - 1996
KPMG Peat Marwick 1986 - 1991
Skills
Enterprise Software, Executive Management, Professional Services, Management Consulting, Leadership, Start-ups, Corporate Finance, Business Development, Strategic Partnerships, Corporate FP&A, Strategy, Corporate Budgeting, Entrepreneurship, Solution Selling, Finance, Business Process..., Mergers & Acquisitions, Team Leadership, Cloud Computing, Consulting, Activity Based Costing, New Business Development, QuickBooks®, CRM, Management
Education
Rochester Institute of Technology 1984 — 1986
B.S., Accounting
University of Utah 1981 — 1984
Economics
Dale Leifker's B2B CFO® Experience January 2011 - Present
Job Partner with B2B CFO
Industry Financial Services
Experience
B2B CFO January 2011 - Present
Tempus Construction Services Inc 2004 - 2010
Skills
Cash Flow Forecasting, Cash Flow, Banking Relationships, Exit Strategies, Cash Management, Acquisition Integration, Budgets, Business Valuation, Corporate Finance, Cost Accounting, Divestitures, Due Diligence, Executive Management, Finance, Financial Analysis, Financial Forecasting, Financial Modeling, Financial Planning, Financial Reporting, Forecasting, Funding, Internal Controls, Managerial Finance, Mergers, Restructuring, SEC filings, Strategic Financial..., Strategic Planning, Treasury, Treasury Management, Working Capital..., IPO
Education
Marquette University 1981 — 1985
BS Accounting, Accounting/ Business Administration
B2B CFO January 2011 - Present
Tempus Construction Services Inc 2004 - 2010
Skills
Cash Flow Forecasting, Cash Flow, Banking Relationships, Exit Strategies, Cash Management, Acquisition Integration, Budgets, Business Valuation, Corporate Finance, Cost Accounting, Divestitures, Due Diligence, Executive Management, Finance, Financial Analysis, Financial Forecasting, Financial Modeling, Financial Planning, Financial Reporting, Forecasting, Funding, Internal Controls, Managerial Finance, Mergers, Restructuring, SEC filings, Strategic Financial..., Strategic Planning, Treasury, Treasury Management, Working Capital..., IPO
Education
Marquette University 1981 — 1985
BS Accounting, Accounting/ Business Administration
Duncan McKeever's B2B CFO® Experience August 2014 - Present
Job Partner and Certified Business Transition Expert™ at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® August 2014 - Present
Vistage Worldwide 2014 - 2015
Vistage Worldwide 2014 - 2015
Unified Energy August 2011 - August 2014
Realtime Medicine April 2009 - August 2011
Sweetwater Security September 2000 - April 2009
Skills
Project Management, Business Development, Business Strategy, Strategic Planning, Negotiation, Management Consulting, Business Planning, Budgets, Contract Negotiation, Sales Management, Risk Management, New Business Development, Process Improvement, Marketing Strategy, Entrepreneurship, Forecasting, Executive Management, Customer Service, Team Building, Strategy, Operations Management, Start-ups, Contract Management, Management, Leadership, Product Management, Analysis, Financial Analysis, Program Management
Education
The University of Texas at Austin
Master's degree
Southwest Texas State University
Bachelor of Business Administration (B.B.A.)
B2B CFO® August 2014 - Present
Vistage Worldwide 2014 - 2015
Vistage Worldwide 2014 - 2015
Unified Energy August 2011 - August 2014
Realtime Medicine April 2009 - August 2011
Sweetwater Security September 2000 - April 2009
Skills
Project Management, Business Development, Business Strategy, Strategic Planning, Negotiation, Management Consulting, Business Planning, Budgets, Contract Negotiation, Sales Management, Risk Management, New Business Development, Process Improvement, Marketing Strategy, Entrepreneurship, Forecasting, Executive Management, Customer Service, Team Building, Strategy, Operations Management, Start-ups, Contract Management, Management, Leadership, Product Management, Analysis, Financial Analysis, Program Management
Education
The University of Texas at Austin
Master's degree
Southwest Texas State University
Bachelor of Business Administration (B.B.A.)
Laura Osborn, CPA's B2B CFO® Experience July 2012 - July 2013
Job Controller at NewsPress & Gazette Company
Industry Management Consulting
Experience
News-Press & Gazette Company July 2013 - Present
B2B CFO July 2012 - July 2013
Boehringer Ingelheim Vetmedica September 2009 - June 2012
Boehringer Ingelheim Vetmedica January 2002 - September 2009
Boehringer Ingelheim Vetmedica January 2000 - December 2001
Boehringer Ingelheim Vetmedica April 1999 - December 1999
IPS Group, Inc February 1993 - February 1999
Clifton Gunderson LLP June 1990 - June 1993
Betty Baker, CPA May 1987 - June 1990
American National Bank December 1984 - May 1987
Skills
Pharmaceutical Industry, Cognos, Finance, Forecasting, Process Improvement, Financial Statements, Accounting, Accounts Payable, Strategic Planning, Business Analysis, Project Planning, Business Planning, Budgets, Financial Modeling, Auditing, Internal Controls, Strategy, Cash Flow
Education
Missouri Western State University 1980 — 1985
BSBA, Accounting & Business Administration
Central High School
News-Press & Gazette Company July 2013 - Present
B2B CFO July 2012 - July 2013
Boehringer Ingelheim Vetmedica September 2009 - June 2012
Boehringer Ingelheim Vetmedica January 2002 - September 2009
Boehringer Ingelheim Vetmedica January 2000 - December 2001
Boehringer Ingelheim Vetmedica April 1999 - December 1999
IPS Group, Inc February 1993 - February 1999
Clifton Gunderson LLP June 1990 - June 1993
Betty Baker, CPA May 1987 - June 1990
American National Bank December 1984 - May 1987
Skills
Pharmaceutical Industry, Cognos, Finance, Forecasting, Process Improvement, Financial Statements, Accounting, Accounts Payable, Strategic Planning, Business Analysis, Project Planning, Business Planning, Budgets, Financial Modeling, Auditing, Internal Controls, Strategy, Cash Flow
Education
Missouri Western State University 1980 — 1985
BSBA, Accounting & Business Administration
Central High School
Kathleen Lopiano's B2B CFO® Experience 2014 - Present
Job Partner at B2B CFO®
Industry Financial Services
Experience
B2B CFO® 2014 - Present
Advisory/Consulting 2010 - 2013
AHN International LLC 2007 - 2010
Wachovia Securities 2000 - 2005
Ernst & Young 1988 - 2000
Education
Belmont Abbey College
Accounting
Wake Forest University School of Business
MBA
B2B CFO® 2014 - Present
Advisory/Consulting 2010 - 2013
AHN International LLC 2007 - 2010
Wachovia Securities 2000 - 2005
Ernst & Young 1988 - 2000
Education
Belmont Abbey College
Accounting
Wake Forest University School of Business
MBA
Linda Shvartsman's B2B CFO® Experience June 2006 - Present
Job Collection agent at B2B Workforce
Industry Information Technology and Services
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY