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
B2B CFO® September 2014 - Present
ebi Logistics Companies September 2013 - September 2014
Assured Logistics, LLC an ebi logistics company November 2012 - September 2013
My Truck Manager, LLC May 2012 - September 2013
Tarkus Capital, LLC June 2009 - December 2012
Royal Freight, L.P. April 2010 - May 2012
Jenrob Investments September 2008 - June 2009
WineStyles December 2004 - September 2008
Yarto International Group February 2001 - September 2004
Atlas & Hall, LLP March 1994 - January 2001
Skills
Corporate Finance, Strategic Planning, Business Planning, Business Strategy, P&L, Transportation, Process Improvement, Logistics, Retail, Marketing Strategy, Change Management, International Business, Income Statement, Restructuring, Negotiation, Pricing, Finance, Account Management, Sales Management, New Business Development, Budgets, Start-ups, Project Management, Supply Chain, Management, Customer Service, Contract Negotiation, Sales, Entrepreneurship, P&L Management, Financial Modeling, Forecasting, Leadership, Executive Management, Strategy, Mergers & Acquisitions, Supply Chain Management, Business Development, Operations Management, Financial Analysis, Sourcing, 3PL, International Trade, Truckload, Cross-functional Team...
Education
The University of Texas School of Law 1991 — 1993
JD, International Transactions
Lubbock County Office of Dispute Resolution 2011 — 2011
Certificate, Basic Mediation Training
The Private Equity Institute 2007 — 2008
Certificate, Intensive Training/Fund Creation
University of Houston Law Center 1993 — 1993
Certificate, Mexican Legal Studies Program
Trinity University 1987 — 1991
BS, Business Admin. (Accounting)
Los Fresnos High School 1983 — 1987
Twin Cities CFO Services, LLC 2012 - Present
Owl Bookkeeping and CFO Services 2011 - 2012
B2B CFO® 2009 - 2011
MotivAction 1990 - 2009
Dyco Petroleum Corporation 1981 - 1990
Touche Ross & Co. 1979 - 1981
Skills
Part-Time CFO Services, Accounting, Financial Reporting, Cash Flow, Managerial Finance, Process Improvement, Risk Management, Treasury, Operations Management, Human Resources, IT Management, Auditing, Budgets, Small Business, Forecasting, Leadership, Management, Financial Statements, Strategic Planning, Finance
Education
The University of South Dakota
Bachelor of Science, Accounting
B2B CFO® May 2014 - Present
Cole Braun and Associates 2005 - 2013
LifePoint Medical Device Company, Publically Traded January 2005 - January 2007
Heraeus Metal Processing, $8 billion, Privately Held Company January 1998 - January 2004
MWH Global - $2 billion, Privately Held, Engineering Company 1995 - 1998
ARCO, International Oil Company 1985 - 1995
Anatec January 1979 - January 1984
Skills
Change Management, Logistics, Project Planning, Finance, Manufacturing, Human Resources, Managerial Finance, Security, Operations Management, Negotiation, Project Management, Cost Account, Turnaround Specialist, Operational Streamlining, Organizational..., Mergers & Acquisitions, Leadership, Restructuring, Financial Analysis, Due Diligence, Start-ups, Business Planning, Financial Modeling
Education
University of Southern California 1990 — 1992
Master of Business Administration (M.B.A.), Management
University of Tennessee-Knoxville
Bachelor's Degree, Accounting
B2B CFO® June 2015 - Present
Pryor Financial Group September 2008 - May 2015
Jackson Hewitt Tax Service Inc. December 1995 - October 2012
American Electric Power 1998 - December 2000
Taylor Publishing Company September 1981 - June 1995
Insilco Corporation September 1980 - September 1981
Ernst & Young March 1977 - September 1980
Skills
Small Business, Financial Analysis, Tax, Cash Flow, Managerial Finance, Start-ups, Financial Reporting, US GAAP, Planning Budgeting &..., Treasury Management, Project Management, Budgets, Cost Accounting, Executive Management, Finance, Mergers, Strategic Financial..., Strategic Planning, Process Improvement, Team Building, Leadership, Accounting, Management, Analysis, Financial Planning, Tax Preparation
Education
University of Bridgeport 1973 — 1975
B.S., Accounting
B2B CFO® October 2013 - Present
Avanade Inc. (joint venture between Accenture and Microsoft) May 2003 - September 2012
GA Sullivan, Inc (Acquired by Avanade Inc.) January 2000 - May 2003
Kenneth A. McKinney, CPA 1995 - 2000
Hubb & McKinney, PC 1992 - 1995
EckAdams 1986 - 1992
KPMG US 1980 - 1985
Skills
Financial Operations, Financial Management..., Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Strategic Planning, Department Budgeting, Operating Budgets, Process Improvement, Team Building, Sarbanes-Oxley, SAP, Working Capital..., Accounting, Forecasting, Internal Controls, Budgets, Variance Analysis, Business Strategy, Financial Audits, ERP, Mergers & Acquisitions, Finance, Management, Leadership, Executive Management, Managerial Finance, Consolidation, Auditing, Building Relationships, New Business Development, Business Networking, Analysis, Cash Management, Accounts Payable, Accounts Receivable, Payroll, Financial Forecasting, Tax, Sarbanes-Oxley Act, Cash Flow, Hyperion Enterprise, Restructuring, Cost Accounting, Strategic Financial..., Income Statement, Financial Statements, CPA
Education
Truman State University 1974 — 1979
Bachelor of Science, Accounting
B2B CFO® April 2014 - Present
Pegasus Capital June 2000 - April 2014
Blue River Cabinetry October 2003 - November 2013
U.S. Dept. of Justice March 2002 - September 2011
LG&E Energy August 1991 - March 2000
Professional Computer Consultants 1989 - 1991
Hughes Aircraft Company 1988 - 1989
First Interstate Bank June 1987 - September 1987
McDonnell Douglas Aircraft Company 1983 - 1987
Skills
Start-ups, Business Planning, Management, Strategy, Business Strategy, Mergers, Due Diligence, Entrepreneurship, Private Equity, Venture Capital, Strategic Planning, Operating Models, Emerging Markets, Valuation, Product Development, Mergers & Acquisitions, Business Development, Energy, Analysis, Management Consulting, Business Process..., Business Transformation, Financial Modeling, Finance
Education
University of California, Los Angeles 1986 — 1988
MBA, Finance and Marketing concentrations
University of Southern California 1984 — 1985
Course work towards a Masters in Mech. Eng., Mechanical Engineering
Vanderbilt University 1979 — 1983
B.E.M.E, Mechancial Engineering
B2B CFO 2011 - Present
Dave Saunders, LLC - Financial and Operations Advisory 2008 - 2011
Lexmark International, Inc. 2007 - 2008
Lexmark International, Inc. 2001 - 2007
Lexmark International, Inc. 1998 - 2001
Lexmark International, Inc. 1997 - 1998
Newell Rubbermaid 1994 - 1997
LFI 1993 - 1994
Price Waterhouse 1988 - 1993
University of Iowa 1987 - 1988
Skills
Cash Flow, Cost Accounting, Accounting, Working Capital..., Profitability, Cash Management, Financial Management, GAAP, SOX, Due Diligence, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Cost Reduction, Corporate Finance, P&L Management, Strategic Planning, Process Improvement, International Business, Budgeting, Business Strategy, Manufacturing, Business Planning, Cross-functional Team..., Business Process..., P&L, Internal Controls, Auditing, Budgets, Managerial Finance, Income Statement, Sarbanes-Oxley Act, Mergers & Acquisitions, Start-ups, Management Consulting, Strategy, Leadership, Pricing, Finance, Management, Acquisition Integration, Team Building, Banking, Analytics, Business Development, Risk Management, Entrepreneurship, Business Analysis, Analysis
Education
University of Iowa - Henry B. Tippie College of Business 1985 — 1987
MA
University of Iowa 1981 — 1985
BBA
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
BBA
Dubuque Senior High School
St. Columbkilles
BONNEY Staffing Center October 2014 - Present
B2B CFO April 2011 - September 2014
InStaff July 2002 - December 2010
Ascent Assurance April 1999 - May 2001
On Ramp Technologies November 1994 - May 1997
Bass Enterprises December 1985 - August 1996
Deloitte May 1982 - December 1985
Skills
Working Capital..., Cash Management, Entrepreneur, Financial Management, Corporate Finance, Finance, Private Equity, Internal Controls, Accounting, Budgets, Auditing, Cash Flow Forecasting, Investments, Venture Capital, Portfolio Management, Business Strategy, Accounts Receivable, Accounts Payable, Treasury, Strategic Planning, Management, Process Improvement, Loans, Managerial Finance, Cash Flow, Entrepreneurship, Mergers & Acquisitions, Mergers, Financial Modeling, Small Business, Financial Analysis
Education
Trinity University 1978 — 1982
BSBA, Business Adminstration, Accounting
Paschal 1974 — 1978
Unlimited Potential with Julie Rose January 2012 - Present
Julie R Delgado, LLC January 2009 - January 2012
Neff, Delgado and Associates May 2004 - February 2009
B2B CFO® 2008 - 2009
Action Bag Company Inc. August 2005 - November 2007
Independence Plus Inc. 2003 - 2006
BP 1989 - 1994
Skills
Cash Flow, Forecasting, Strategic Planning, Budgets, Human Resources, Cash Management, Cash Flow Forecasting, Managerial Finance, Working Capital..., Cost Accounting, Mergers, Profit Maximization, Accounting, Analysis, Financial Modeling, Financial Analysis, Financial Reporting, Executive Coaching, Executive Management, Employee Management, Business Strategy, Strategic Financial..., Qualifying Candidates, Building Relationships, Variance Analysis, Finance, Internal Controls, Due Diligence, Leadership, Management, Mergers & Acquisitions, Business Planning, Training, Small Business, Strategy, Auditing, Marketing, Start-ups, Acquisition Integration, Consulting, Exit Strategies, Restructuring, Management Consulting, Venture Capital, Business Valuation, Portfolio Management, Private Equity, Business, Corporate Finance, P&L Management
Education
The University of Chicago 1994 — 1996
MBA, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Accounting
Hersey 1981 — 1985
B2B CFO® June 2014 - Present
B2B CFO July 2005 - Present
Van Mell Associates's Question Based Business Planning December 2004 - Present
Placon Corporation July 2000 - January 2005
Anderson Packaging February 1996 - July 2000
Skills
Managerial Finance, Strategic Financial..., Strategic Planning, Business Transition..., Increased Profitability, Business Planning, Finance, Cash Flow, Financial Analysis, Cash Management, Strategy, Profit Maximization, Financial Reporting, Mergers & Acquisitions, Accounting, Cash Flow Forecasting, Financial Modeling, Working Capital..., Mergers, Forecasting, Budgets, Marketing Strategy, Internal Controls, Banking, Banking Relationships, Financial Forecasting, Start-ups, Risk Management
Education
University of Wisconsin-Madison - School of Business 1986 — 1988
MBA, Corporate Finance
University of Colorado Boulder 1976 — 1980
BS, Accounting
Equity Consulting LLC (CPA Firm) January 2009 - Present
B2B CFO October 2007 - April 2009
CSD October 1994 - January 2007
Randall Gerloff CPA 1984 - 1996
Skills
Accounting, Cash Flow, Cash Flow Forecasting, Exit Strategies, Cash Management, Managerial Finance, Banking Relationships, Forecasting, Financial Reporting, Financial Accounting, Financial Analysis, Working Capital..., Budgets, Strategic Planning, Finance, Financial Audits, Strategic Financial..., Financial Forecasting, General Ledger, Auditing, Restructuring, Internal Controls, Variance Analysis, Cost Accounting, Small Business, Accounts Receivable, CPA, GAAP, SEC filings, Financial Statements, Sarbanes-Oxley Act, Revenue Recognition, QuickBooks, US GAAP, Accounts Payable, Tax, Consolidation, Business Valuation, Internal Audit, Due Diligence, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Acquisition Integration, Treasury Management, Executive Management, Cash, CFOs, Forensic Accounting, Divestitures
Education
University of Minnesota-Twin Cities 1972 — 1976
Bachelor of Science (BS), Accounting
B2B CFO® September 2004 - Present
Skills
Strategic Planning, Audit, Cash Flow, Internal Controls, Financial Reporting, Accounting, Auditing, Cost Reduction, Financial Management, Managerial Finance, SEC filings, Small Business, Operations Management, Mergers & Acquisitions, Internal Audit, Budgets, Restructuring, Executive Management, Financial Modeling, Corporate Finance, Financial Analysis, Cash Management, Banking Relationships, Sarbanes-Oxley Act, Cash Flow Forecasting, Due Diligence, Forecasting, Cost Accounting, Strategic Financial..., Working Capital..., CPA, GAAP, Exit Strategies, Financial Accounting, Business Valuation, Acquisition Integration, US GAAP, Private Equity, Financial Planning, SEC Filings
Education
University of Mississippi 1980 — 1983
BACCY
B2B CFO May 2013 - Present
Yocha Dehe Wintun Nation July 2010 - February 2013
San Manuel Band of Mission Indians 2004 - 2007
Relocation Central by CORT, a Berkshire Hathaway Company 2001 - 2004
CadreM LLC (The Urban Group) 1992 - 2001
The Ojai Festival 1989 - 1996
Bank of A. Levy 1988 - 1991
coopers and lybrand 1974 - 1984
Skills
Private Equity, Banking, Restructuring, Funding, Business Strategy, Strategic Planning, Mergers, Budgeting, Contract Negotiation, Negotiation, Customer Relations, Team Building, Financial Management, Financial Reporting, Corporate Finance, Management Consulting, Accounting, Public Speaking, Excel, Problem Solving, Start-ups, Real Estate, Fundraising, Budgets, Managerial Finance, Microsoft Excel, Risk Management, Executive Management, Government, Investments, Venture Capital, Leadership, Management, Asset Management, Human Resources, Due Diligence, Business Planning, Turn Around Management, Financial Services, Financial Analysis, Strategy, Acquisition Integration, Financial Modeling, Corporate Development, IPO, Strategic Financial..., Capital Markets, Cash Management, Investor Relations, Business Valuation
Education
University of California, Berkeley, Haas School of Business 1971 — 1974
BS and MBA, Finance and Accounting
Newport Board Group,LLC July 2012 - Present
Cavaloz Energy Services September 2011 - June 2012
B2B CFO 2010 - 2011
Tatum 2004 - 2010
Lucia Group Incorporated 2000 - 2004
Independent Consultant 1997 - 2000
The Wedge Group, Incorporated 1992 - 1997
Weatherford 1989 - 1992
Baker Hughes January 1979 - July 1989
Brahham Industries/C. Itoh Industrial Machinery 1976 - 1979
Skills
Exit Strategies, Profit Improvement, Expense Reduction, Banking Relationships, Cash Flow Forecasting, Company Acquisition and..., Experienced in the..., Profit Maximization, Expenses, Restructuring, Cash Flow, Working Capital..., Investment Banking, Management, IPO, Acquisition Integration, Mergers & Acquisitions, Financial Services, Finance, SEC filings, Executive Management, Cash Management, Portfolio Management, Leadership, Banking, Divestitures, Private Equity, Managerial Finance, Due Diligence, Venture Capital, Business Valuation, Corporate Finance, Financial Analysis, Valuation, Corporate Development, Financial Modeling, Start-ups, M&A experience, Management Consulting, Acquisitions, Strategic Financial..., Turn Around Management, Business Planning, Investor Relations, Corporate Governance, Financial Reporting, Strategy, Sarbanes-Oxley Act, Capital Raising, Funding
Education
University of Houston 1960 — 1972
BBA; MBA; PhD; 60% of education funded by scholarships including a NDEA Fellowship, Studies in Economics, Finance, Accounting and Industrial Engineering
B2B CFO September 2012 - Present
Argosy Education Group April 2007 - September 2012
Sanford Brands North America, A Division of Newell Rubbermaid July 2002 - May 2007
Sanford August 2006 - April 2007
Sanford November 2005 - July 2006
Sanford February 2004 - October 2005
Sanford July 2002 - January 2004
Mac Tools 2001 - 2002
Mirro Company, A Divison of Newell Rubbermaid October 1999 - March 2001
Newell Window Furnishings 1994 - September 1999
Skills
Strategic Planning, Forecasting, Budgeting, Profit Improvement, Mergers, Working Capital..., Long Range Planning, Budgets, Profit Maximization, Acquisition Integration, Internal Audit, Strategic Financial..., Auditing, Cost Accounting, Internal Controls, Income Statement, Financial Forecasting, Leadership, Financial Audits, Pricing, Cash Flow, New Business Development, Business Planning, Financial Analysis, Manufacturing, Purchasing, Team Building, Retail, Sales, Strategy, Financial Reporting, Finance, Process Improvement, Variance Analysis, Entrepreneurship, Managerial Finance, Supply Chain, Marketing, Accounting, Project Planning, Program Management, Change Management, Accounts Receivable, P&L Management, Cross-functional Team..., Management, Sarbanes-Oxley Act, Mergers & Acquisitions, Executive Management, Cash Management
Education
University of Iowa - Henry B. Tippie College of Business 1987 — 1991
Bachelors of Business Administration, Accounting
IntelliQuote May 2013 - Present
Synergex International Corporation February 2012 - March 2013
CleanWorld February 2012 - March 2013
B2B CFO® September 2011 - February 2012
Ranger Financial Services 2008 - September 2011
Olympus Microsystems 2006 - 2008
VantageMed 2003 - 2006
Diligent Software Systems 2001 - 2003
Autovia 2000 - 2001
Inference 2000 - 2000
Education
The University of Texas at Austin 1979 — 1981
BBA, Accounting
Davis Financial Services, LLP July 2014 - Present
B2B CFO June 2011 - June 2014
Davis Financial Services, LLC January 2010 - June 2011
HSAD Companies April 2007 - December 2009
Provident Realty Advisors May 2004 - April 2007
Skills
Financial Reporting, Managerial Finance, Budgets, Cash Flow Forecasting, Accounting, Job Costing, Corporate Finance, Finance, Auditing, Accounts Receivable, Financial Modeling, Mergers & Acquisitions, Executive Management, Payroll, Investments, Cash Flow, Cash Management, Analysis, Financial Analysis, Strategic Financial..., Due Diligence, Management, Cost Accounting, GAAP, Restructuring, Internal Controls, Financial Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 1975 — 1979
BBA, Accounting
B2B CFO® October 2009 - Present
B2B CFO® 2009 - Present
Onyx Environmental Services, LLC January 1999 - January 2005
Onyx Environmental Services, LLC 1999 - 2005
Waste Management, Inc January 1972 - January 1999
Waste Management, Inc 1972 - 1999
Arthur Andersen & Co January 1967 - January 1972
Skills
Strategic Planning, Financial Reporting, Financial Analysis, Budget, Process Improvement, QuickBooks, Team Building, Business Strategy, Small Business, Managerial Finance, Acquisitions, Budgets, Banking, Cash Management, Due Diligence, Cash Flow Forecasting, Finance, Working Capital..., Analysis, Tax, Policy, Human Resources, Start-ups, Cash Flow, Cost Accounting, Strategy, Financial Accounting, GAAP, Mergers & Acquisitions, Mergers, Financial Modeling, CPA, Strategic Financial..., Management, Investments, Business Process..., Auditing, Risk Management, Internal Controls, Restructuring, Management Consulting, Corporate Finance, Insurance, Sarbanes-Oxley Act, Business Valuation, Variance Analysis, SEC filings, Private Equity, Acquisition Integration, Financial Statements
Education
University of Minnesota
Bachelor of Arts; CPA certificate, Accounting; Illinois
University of Minnesota Duluth 1963 — 1967
BA, Accounting
B2B CFO September 2009 - Present
Resolve Management Advisors January 2008 - September 2009
Andreas Furniture July 1997 - September 2007
Andreas Furniture January 1995 - July 1997
BP March 1983 - March 1993
Standard Oil Chemicals 1983 - 1986
Deloitte June 1976 - March 1983
Education
University of Akron 1973 — 1976
Coshocton H.S
The University of Akron
B.S., Accounting, CPA
USAFA
Lesson Planet August 2013 - Present
Oberson Oil, Inc January 2011 - August 2011
B2B CFO August 2009 - December 2010
NW Management Consulting March 2002 - June 2009
(Assisted Living Sector)Mountain West Retirement & Northstar Senior Living June 2002 - March 2009
KPMG US January 1988 - January 1989
US Bank Commercial February 1978 - February 1987
Skills
CPA, CMA (Certified..., Financial Management, Forecasting, Budgeting, Analysis, Cash Management
Education
Thunderbird School of Global Management 1974 — 1975
Master of International Management, International Marketing
Univ. of Puget Sound School of Law, now Seattle U. 1972 — 1973
University of Portland, OR 1966 — 1971
Bachelor of Arts, Political Science and Pre Law
B2B CFO June 2009 - Present
Fractional CFO September 2008 - June 2009
Heartland Automotive Services February 2008 - September 2008
First Data Corporation April 2002 - December 2007
ComoreTel December 2000 - July 2001
NuStyle Development Corp July 2000 - November 2000
Inacom Information Systems May 1987 - July 2000
KPMG June 1984 - May 1987
Skills
Recruiting, Financial Analysis, Business Valuation, Mergers, Sarbanes-Oxley, Accounting, Cash Flow, Outsourcing, International Accounting, Entrepreneurship, Financial Reporting, Connector, Due Diligence, Customer Profitability, Risk Management, Start-ups, Mergers & Acquisitions, Business Planning, Internal Controls, Private Equity, Working Capital..., Finance, Forecasting, Strategic Financial..., Tax, Auditing, Acquisition Integration, CPA, Cash Management, Restructuring, Strategy, Leadership, Managerial Finance, Banking, Budgets, Cash Flow Forecasting, Internal Audit, Analysis, Executive Management, Management, Investments, Sarbanes-Oxley Act, Financial Planning
Education
The University of South Dakota 1980 — 1984
BSBA, Accounting
Yankton High School 1976 — 1980
B2B CFO August 2005 - Present
Paul Chamberlain International 1990 - 1993
Financial Decisions Systems, Inc. 1989 - 1990
BDO Seidman 1987 - 1989
Coopers & Lybrand Consulting 1982 - 1987
Skills
Finance, Accounting, Financial Accounting, Financial Analysis, Legal Contract Review, Legal Contract..., E-business, E-commerce Consulting, CEO Succession, Strategic Marketing..., New Product Development, Organizational..., IT Integration Project..., Juris Doctorate, CPA, Certified Fraud Examiner, Forensic CPA, Financial Forensics, Forensic Accounting, Information Technology, Project Management, Legal, Product Development, Forensic Analysis
Education
University of the Pacific - McGeorge School of Law 1978 — 1981
Juris Doctorate
UCLA 1974 — 1978
Bachelor's degree, Economics & Accounting
B2B CFO® June 2011 - Present
Group Publishing 2006 - 2011
Agilent Technologies 1999 - 2005
Intel Corporation 1991 - 1999
Ernst & Young 1984 - 1989
Education
University of California, Berkeley, Haas School of Business 1989 — 1991
MBA
University of California, Los Angeles
Economics-Business
B2B CFO February 2012 - Present
Hometown Lenders LLC April 2009 - March 2012
Tom Matthews Financial Consulting December 2007 - February 2012
Gem Global Holdings, LLC January 2002 - March 2009
Skills
Financial Analysis, Accounting, Cash Flow, Cash Management, Cash Flow Forecasting, Managerial Finance, Financial Reporting, Strategic Financial..., Mergers, Strategic Planning, Small Business, Loans, Real Estate, Finance, Start-ups, Budgets, Forecasting, Mergers & Acquisitions, Mortgage Lending, Due Diligence, Financial Modeling, Executive Management, Internal Controls, QuickBooks, Management, Corporate Finance, Investments, Restructuring, Banking, Entrepreneurship
Education
University of Illinois at Urbana-Champaign 1974 — 1978
BS, Accounting
Tinley Park High School
B2B CFO® 2014 - Present
California Fuel Supply, Inc. and Gawfco Enterprises, Inc. 2014 - 2015
Bay Area Discovery Museum 2012 - 2014
Wells Fargo Bank 2009 - 2012
Rolf W. Neuweiler, CPA 2000 - 2009
Skills
Finance, Financial Reporting, Accounting, Small Business, Information Technology, Forecasting, Budgets, Due Diligence, Process Improvement, Human Resources, Financial Analysis, Internal Controls, Strategic Planning, Business Planning, Risk Management, Start-ups, Financial Modeling, QuickBooks, Portfolio Management, Mergers & Acquisitions, Auditing, Project Management, Asset Management, Nonprofits, Banking, Family Office, Fuel
Education
University of California, Berkeley - Walter A. Haas School of Business
BS, Accounting and Finance
Collett August 2014 - Present
B2B CFO® February 2014 - August 2014
Southern Deli Holdings March 2013 - December 2013
Harper's Restaurants, Inc May 2005 - April 2013
The Matworks June 1999 - June 2005
The Cosmetic Center April 1998 - June 1999
Faison April 1996 - April 1998
Harris Teeter 1988 - 1996
Arthur Andersen & Co June 1983 - June 1987
Skills
Accounting, Forecasting, Strategic Planning, Process Improvement, Financial Analysis, Budgets, Business Strategy, Inventory Management, Sales, Leadership, Risk Management, Financial Reporting, Finance
Education
University of North Carolina at Charlotte - Belk College of Business 1982 — 1984
BS, Accounting
University of North Carolina at Chapel Hill 1978 — 1981
BS, Industrial Relations
Charlotte Latin
B2B CFO® July 2015 - Present
EJG Business & Consulting Services September 2007 - 2015
ISMIE Mutual Insurance Co February 1990 - September 2007
Skills
Financial Reporting, Financial Planning, Financial Analysis, Financial Modeling, Budget Management, Capital Budgeting, Cash Management, Strategic Planning, Business Strategy, Mergers & Acquisitions, Regulatory Compliance, Internal Controls, Board Presentations, Property & Casualty..., Health Insurance, Non-profit Leadership, Real Estate, Investment Properties, Commercial Real Estate, Comparative Market..., Finance, Sales, Short Sales, Budgets, Investments, Start-ups, Strategy
Education
University of Illinois at Chicago
Bachelor of Business Administration (BBA), Accounting and Finance
Reichel Realty and Investment Inc September 2015 - Present
Best Practice Institute October 2010 - Present
Michael Falk & Company LLC June 2015 - September 2015
Veterans Alliance Resourcing, Inc. December 2013 - June 2015
Panda Digital Media September 2012 - February 2015
B2B CFO® July 2009 - December 2012
EZS Enterprises, LLC July 2007 - July 2009
Stainsafe, Inc January 1989 - January 2007
Quality Wholesale January 1988 - January 1989
Ernst & Whinney 1982 - 1984
Skills
Global Business..., New Business Development, Financial Analysis, Financial Reporting, Financial Modeling, Management Consulting, Investor Relations, Forensic Accounting, Executive Management, Financial Accounting, Social Networking, International Relations, Italian, China Business..., China sourcing, Private Equity, Leadership, Sales, Business Development, Due Diligence, Start-ups, Mergers & Acquisitions, Mergers, Global Sourcing, Strategic Planning, Small Business, Working Capital..., Restructuring, Business Strategy, Accounting, Management, Competitive Analysis, Internal Controls, Cash Flow, Entrepreneurship, Business Planning, Cash Flow Forecasting, Managerial Finance, B2B, Forecasting, Analysis, Contract Negotiation, Finance, Venture Capital, Auditing, Investments, Strategic Financial..., Strategy, CRM
Education
Weatherhead School of Management at Case Western Reserve University 1986 — 1988
MBA, Finance/Marketing
The University of Texas at Austin 1979 — 1983
BBA, Accounting
B2B CFO® October 2013 - Present
SkoFlo Industries, Inc., Flow Control Industries, Inc., FlowEnergy, LLC February 2012 - June 2013
Cashmere Molding, Inc. August 2009 - November 2011
Executive Consulting / Micropath Inc. November 1992 - August 2009
Deloitte & Touche July 1985 - October 1992
Dubal, Beck and Harris June 1982 - June 1985
Decision Dynamics, Inc. July 1980 - June 1982
Skills
Process Improvement, Leadership, Management, Forecasting, Strategic Planning, Business Planning, Managerial Finance, Financial Reporting, Budgets, Key Performance..., Financial Analysis, Cash Management, Product Costing, Financial Policies &..., Accounting and Finance..., Exit Strategies, Management Consulting, Start-ups, Due Diligence, Entrepreneurship, Executive Management, Finance, Business Strategy
Education
University of Oregon 1978 — 1980
MBA, Management
University of Idaho 1974 — 1978
BS, Forest Products - Business Option
B2B CFO® January 2013 - Present
Tatum LLC September 2006 - December 2012
Adventa Global Intermediaries 2003 - 2006
Endicott Johnson Corporation 1997 - 2003
Robus Leather Corporation 1990 - 1997
The Lunkenheimer Company 1983 - 1990
Siemens-Allis Corporation 1978 - 1983
Skills
Mergers & Acquisitions, Financial Modeling, Finance, Working Capital..., Mergers, Executive Management, Budgets, Leadership, Private Equity, Forecasting, Cash Flow, Strategic Planning, Entrepreneurship, Acquisition Integration, Financial Reporting, Restructuring, Cash Management, Due Diligence, Strategic Financial..., Cash Flow Forecasting, Managerial Finance, Financial Analysis, Sarbanes-Oxley Act, Management, Financial Planning
Education
University of Kentucky
BS, Accounting
Xavier University
MBA, Finance
B2B CFO® December 2014 - Present
Buford Thompson Company January 2012 - November 2014
B2B CFO® May 2010 - January 2012
Park Row Lighting September 1996 - August 2009
Dave Davenport, CPA January 1984 - October 1995
Arthur Young & Co/Ray, Mesch & Co July 1975 - July 1980
Skills
Cash Flow, Financial Reporting, Financial Modeling, Auditing, Internal Controls, Cash Management, Accounting, Cash Flow Forecasting, Tax Preparation, Strategic Financial..., Managerial Finance, Financial Statements, Financial Analysis, Human Resources, Management, Finance, Financial Audits, Risk Management, Tax, Process Improvement, Exit Strategies, Income Tax, Negotiation, Accounts Receivable, Forecasting, Budgets, Payroll, Working Capital..., Small Business, General Ledger, Strategic Planning, Mergers & Acquisitions, Due Diligence, Business Planning
Education
The University of Texas at Arlington - College of Business 1971 — 1975
BBA, Accounting
B2B CFO® June 2014 - Present
Victory Point Games March 2010 - Present
Joshua A. Gottesman, CPA March 2007 - October 2014
BioNetwork Enterprises, LLC October 2009 - January 2014
Public Company Management Corporation 2006 - 2007
Bruce & Gottesman, CPAs and Consultants 2000 - 2007
Main Amundson & Associates 1996 - 1999
KPMG 1994 - 1996
KPMG Peat Marwick 1993 - 1996
Friedman & Fuller 1989 - 1992
Skills
Tax, Start-ups, Small Business, Finance, Strategic Financial..., Mergers & Acquisitions, CFO Services, Exit Strategies, Restructuring, Banking Relationships, Strategic Planning, Analysis, Business Valuation, Consulting, Risk Management, Leadership, CPA, Corporate Tax, Modeling, Income Tax, Management, Tax Preparation, Financial Analysis, Payroll, Due Diligence, Tax Returns, Financial Statements, SEC filings, Video Games, LLC, Partnership Taxation, Executive Management, Microsoft Office, Accounting, Budgets, Financial Reporting, Management Consulting, Entrepreneurship, Business Planning, Strategy, Financial Planning
Education
University of Baltimore 1989 — 1992
MS, Taxation
Towson University 1983 — 1985
BA, Accounting
University of Maryland College Park 1978 — 1980
Engineering
B2B CFO® June 2015 - Present
Skills
Manufacturing, Strategic Planning, Management, Finance, Mergers & Acquisitions, Acquisition Integration, Strategic Leadership, International..., Business Strategy, Change Management, New Business Development, Executive Coaching, Operations Management, Sales Management, Engineering Management, Ice Machines, Machinery, Refrigeration, Ceramic Materials, Plastics, Stainless Steel, Steel Structures, Process Improvement, Product Development, Purchasing, Business Planning, Team Building, Continuous Improvement, Process Engineering, Budgets, Business Process..., Management Accounting, Cost Accounting, Internal Audit, Internal Controls, Financial Analysis, Forensic Accounting, Lean Manufacturing, Contract Negotiation, Supply Chain, Negotiation, Leadership, International Business, Business Development, International Business..., CRM Integration, ERP Implementations, Purchase Management, Management Consulting, Board of Directors
Education
Bellarmine University MBA
Master of Business Administration (MBA)
Transylvania University
Bachelor of Arts (B.A.), Business Administration
B2B CFO® July 2008 - Present
Valocity August 2001 - March 2008
Delta Capital Management LLC November 1996 - August 2001
C. Kevin Campbell, CPA 1992 - 1996
Progressive Capital Investment Corporation 1990 - 1992
Union Planters Bank (now Regions Bank) 1986 - 1990
Ernst & Whinney (now Ernst & Young) 1984 - 1986
Skills
Exit Strategies, Cash Management, Cash Flow, Financial Reporting, Mergers, Managerial Finance, Accounting, Banking Relationships, Due Diligence, Financial Analysis, Cash Flow Forecasting, Forecasting, Budgets, Finance, Corporate Finance, Portfolio Management, Venture Capital, Business Strategy, Leadership, Business Planning, Auditing, Risk Management, Executive Management, Operations Management, Start-ups, Strategic Planning, Real Estate, Valuation, Mergers & Acquisitions, Working Capital..., Banking, Internal Controls, Private Equity, Financial Accounting, Investments, Tax, Cost Accounting, Business Valuation
Education
The University of Memphis 1980 — 1983
BBA, Accounting
B2B CFO® September 2008 - Present
Golden Rule Insurance April 1983 - November 1995
Education
University of Notre Dame 1972 — 1976
Bachelors, ACcounting