CFO Services
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CFO Services Employees
Employee
Years
Job
Industry
Pamela (Leydon) Markle Forrest Pamela (Leydon) Markle Forrest's CFO Services Experience 2000 - 2002
Job Accounting professional moved to New Iberia, LA from Nashville
Industry Accounting
Experience
None at present January 2015 - Present
Flagler College 2002 - 2014
CFO Services 2000 - 2002
Robert Half Management Resources 1997 - 2000
Wound Care Management 1993 - 1997
Alexander Proudfoot 1985 - 1993
EY 1978 - 1985
Castaing & Hussey 1977 - 1978
Skills
Financial Reporting, Microsoft Excel, Financial Analysis, Auditing, Financial Accounting, Microsoft Office, Budgets, Internal Controls, Account Reconciliation, Accounts Payable, QuickBooks, General Ledger, Microsoft Word, Management, Customer Service, Accounts Receivable, Finance, Tax, Payroll, Bookkeeping, Accounting, Strategic Planning, Nonprofits, Leadership, Public Speaking, Financial Statements
Education
University of Louisiana at Lafayette 1973 — 1977
Bachelor of Science, Bachelor of Arts, Accounting, English Education, Summa cum laude graduate
American Public University
Working on MBA
None at present January 2015 - Present
Flagler College 2002 - 2014
CFO Services 2000 - 2002
Robert Half Management Resources 1997 - 2000
Wound Care Management 1993 - 1997
Alexander Proudfoot 1985 - 1993
EY 1978 - 1985
Castaing & Hussey 1977 - 1978
Skills
Financial Reporting, Microsoft Excel, Financial Analysis, Auditing, Financial Accounting, Microsoft Office, Budgets, Internal Controls, Account Reconciliation, Accounts Payable, QuickBooks, General Ledger, Microsoft Word, Management, Customer Service, Accounts Receivable, Finance, Tax, Payroll, Bookkeeping, Accounting, Strategic Planning, Nonprofits, Leadership, Public Speaking, Financial Statements
Education
University of Louisiana at Lafayette 1973 — 1977
Bachelor of Science, Bachelor of Arts, Accounting, English Education, Summa cum laude graduate
American Public University
Working on MBA
Paul Johnson, CMA Paul Johnson, CMA's CFO Services Experience May 2012 - September 2012
Job
Industry Executive Office
Experience
Jensen Landscape Services, Inc. June 2015 - Present
Jensen Corporate Holdings, Inc. June 2013 - Present
Jensen Landscape Services, Inc. October 2014 - May 2015
Allana Buick & Bers, Inc. September 2012 - January 2014
CFO Services May 2012 - September 2012
Environmental and Occupational Risk Management, Inc. (EORM) 2006 - April 2012
Boy Scouts of America 2010 - 2012
Capital Project Investment Control. Inc. February 2005 - June 2006
Nova Partners, Inc. 1996 - 2005
Apple Inc. 1989 - 1996
Skills
Management Consulting, Risk Management, Consulting, Strategic Planning, Business Development, Due Diligence, Program Management, Start-ups, Strategy, Project Management, Trusted Business Partner, Financial Accounting, Cost Accounting, Cost Management, M&A experience, Budgets, Cross-functional Team..., Financial Reporting, Forecasting, Managerial Finance, Finance, Financial Analysis, Analysis, Management, Business Strategy, Leadership, Coaching, Economics, Mergers & Acquisitions, Accounting, Contract Negotiation, Corporate Finance, Budgeting, Team Building, CRM, Restructuring, Training, Negotiation
Education
Santa Clara University
Bachelor of Science (BS), Mathematical Economics
Santa Clara University - Leavey School of Business
Master of Business Administration (MBA)
Jensen Landscape Services, Inc. June 2015 - Present
Jensen Corporate Holdings, Inc. June 2013 - Present
Jensen Landscape Services, Inc. October 2014 - May 2015
Allana Buick & Bers, Inc. September 2012 - January 2014
CFO Services May 2012 - September 2012
Environmental and Occupational Risk Management, Inc. (EORM) 2006 - April 2012
Boy Scouts of America 2010 - 2012
Capital Project Investment Control. Inc. February 2005 - June 2006
Nova Partners, Inc. 1996 - 2005
Apple Inc. 1989 - 1996
Skills
Management Consulting, Risk Management, Consulting, Strategic Planning, Business Development, Due Diligence, Program Management, Start-ups, Strategy, Project Management, Trusted Business Partner, Financial Accounting, Cost Accounting, Cost Management, M&A experience, Budgets, Cross-functional Team..., Financial Reporting, Forecasting, Managerial Finance, Finance, Financial Analysis, Analysis, Management, Business Strategy, Leadership, Coaching, Economics, Mergers & Acquisitions, Accounting, Contract Negotiation, Corporate Finance, Budgeting, Team Building, CRM, Restructuring, Training, Negotiation
Education
Santa Clara University
Bachelor of Science (BS), Mathematical Economics
Santa Clara University - Leavey School of Business
Master of Business Administration (MBA)
Jay Durmaskin Jay Durmaskin's CFO Services Experience 1995 - 1996
Job Franchise Support Representative at ShelfGenie
Industry Hospital & Health Care
Experience
ShelfGenie April 2013 - Present
Self-Employed March 2012 - Present
Right at Home, Inc. October 2008 - February 2012
CSSS.NET January 2007 - 2008
Home Instead Senior Care 2004 - 2006
Technical Support, Inc. January 2003 - March 2004
Noll Human Resource Services August 2001 - December 2002
Robert Half Technology 1998 - 2001
Priority Data 1996 - 1998
CFO Services 1995 - 1996
Skills
Strategic Planning, Healthcare, Coaching, Negotiation, Account Management, New Business Development, Sales Management, Microsoft Office, Process Improvement, Marketing Strategy, Healthcare Management, Compliance, Franchising, Franchise Consulting, Franchise Agreements, Quality Assurance, Change Management, Recruiting, Sales, Franchise Sales, Quality Auditing, Long-term Care, Leadership, Management, Marketing, Elder Care, Team Building, Home Care, Customer Service, Public Speaking, Small Business, Executive Management, Training, Medicare, Organizational..., Medicaid, Business Development, Public Relations, Start-ups, Interviews, Leadership Development, Customer Satisfaction, Operations Management, Budgets, Event Planning
Education
University of Pennsylvania - The Wharton School 1979 — 1983
Bachelor of Science in Economics, Entrepreneurial Management and Political Science
ShelfGenie April 2013 - Present
Self-Employed March 2012 - Present
Right at Home, Inc. October 2008 - February 2012
CSSS.NET January 2007 - 2008
Home Instead Senior Care 2004 - 2006
Technical Support, Inc. January 2003 - March 2004
Noll Human Resource Services August 2001 - December 2002
Robert Half Technology 1998 - 2001
Priority Data 1996 - 1998
CFO Services 1995 - 1996
Skills
Strategic Planning, Healthcare, Coaching, Negotiation, Account Management, New Business Development, Sales Management, Microsoft Office, Process Improvement, Marketing Strategy, Healthcare Management, Compliance, Franchising, Franchise Consulting, Franchise Agreements, Quality Assurance, Change Management, Recruiting, Sales, Franchise Sales, Quality Auditing, Long-term Care, Leadership, Management, Marketing, Elder Care, Team Building, Home Care, Customer Service, Public Speaking, Small Business, Executive Management, Training, Medicare, Organizational..., Medicaid, Business Development, Public Relations, Start-ups, Interviews, Leadership Development, Customer Satisfaction, Operations Management, Budgets, Event Planning
Education
University of Pennsylvania - The Wharton School 1979 — 1983
Bachelor of Science in Economics, Entrepreneurial Management and Political Science
James Duffy James Duffy's CFO Services Experience 2001 - 2005
Job Practice Development Director at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP January 2012 - Present
BDO USA, LLP October 2007 - January 2012
CFO Services 2001 - 2005
Skills
Mergers, SEC filings, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Accounting, Business Development, Financial Reporting, Auditing, Tax, Mergers & Acquisitions, Divestitures, Sarbanes-Oxley Act, CPA, Private Equity, GAAP, Corporate Governance, Business Valuation, Internal Controls, Budgets, Acquisition Integration, US GAAP, Finance, IPO, Restructuring, Strategic Financial..., Executive Management, Cash Flow, Venture Capital, Managerial Finance, Valuation, Consolidation, Financial Accounting, Corporate Development, Internal Audit, Cash Management, Forecasting, M&A experience, Cash Flow Forecasting, Financial Audits, Enterprise Risk..., Working Capital..., Investor Relations, Acquisitions, Financial Forecasting, Treasury Management, Cost Accounting, Financial Services, Business Planning
Education
Towson University
Bachelor of Science (BS), Accounting
Grant Thornton LLP January 2012 - Present
BDO USA, LLP October 2007 - January 2012
CFO Services 2001 - 2005
Skills
Mergers, SEC filings, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Accounting, Business Development, Financial Reporting, Auditing, Tax, Mergers & Acquisitions, Divestitures, Sarbanes-Oxley Act, CPA, Private Equity, GAAP, Corporate Governance, Business Valuation, Internal Controls, Budgets, Acquisition Integration, US GAAP, Finance, IPO, Restructuring, Strategic Financial..., Executive Management, Cash Flow, Venture Capital, Managerial Finance, Valuation, Consolidation, Financial Accounting, Corporate Development, Internal Audit, Cash Management, Forecasting, M&A experience, Cash Flow Forecasting, Financial Audits, Enterprise Risk..., Working Capital..., Investor Relations, Acquisitions, Financial Forecasting, Treasury Management, Cost Accounting, Financial Services, Business Planning
Education
Towson University
Bachelor of Science (BS), Accounting
Pam Parker - Dzikowski Pam Parker - Dzikowski's CFO Services Experience 2000 - 2003
Job VP and Controller at The Jacksonville Bank
Industry Management Consulting
Experience
The Jacksonville Bank January 2011 - Present
Accretive Solutions 2005 - March 2011
Winn Dixie Stores June 2003 - August 2005
Bombardier Capital 2000 - 2003
CFO Services 2000 - 2003
Wachovia, First Union, Florida National Bank August 1985 - August 2000
First Union National Bank 1985 - 2000
Education
University of North Florida - College of Business Administration 2000 — 2000
MBA, Accounting
University of North Florida 1990 — 1994
Bachelors of Science in Business Administration, Accounting
The Jacksonville Bank January 2011 - Present
Accretive Solutions 2005 - March 2011
Winn Dixie Stores June 2003 - August 2005
Bombardier Capital 2000 - 2003
CFO Services 2000 - 2003
Wachovia, First Union, Florida National Bank August 1985 - August 2000
First Union National Bank 1985 - 2000
Education
University of North Florida - College of Business Administration 2000 — 2000
MBA, Accounting
University of North Florida 1990 — 1994
Bachelors of Science in Business Administration, Accounting
Philip Guldeman Philip Guldeman's CFO Services Experience May 1992 - Present
Job CFO Consulting Services
Industry Financial Services
Experience
CFO Services May 1992 - Present
BBCN Bank December 2010 - April 2012
Temecula Valley Bank May 2009 - July 2009
Community West Bancshares 2001 - 2002
Community Bank 1993 - 1995
Mercantile National Bank 1989 - 1992
KPMG September 1976 - January 1989
Skills
Commercial Banking, Financial Modeling, Mergers, Financial Analysis, Banking, Risk Management, Due Diligence, Sarbanes-Oxley Act, Portfolio Management, Forecasting, Credit Analysis, Strategic Planning, Asset Managment, Financial Reporting, Credit, Private Equity, Financial Risk, Budgets, Cash Management, Capital Markets, Internal Audit, Internal Controls, Loans, Finance, Acquisition Integration, Tax, Accounting, Investments, Financial Services, Corporate Finance, Underwriting, Managerial Finance, Commercial Lending, Management Consulting, Process Improvement, SEC filings, Mergers & Acquisitions, Treasury Management, Valuation, Enterprise Risk..., US GAAP, Strategic Leadership, ALM, GAAP, Strategic Financial..., Auditing, Restructuring, Financial Accounting, Treasury, Financial Institutions
Education
New York University - Leonard N. Stern School of Business 1969 — 1972
MBA, Finance
Brown University 1962 — 1966
BA, Economics
CFO Services May 1992 - Present
BBCN Bank December 2010 - April 2012
Temecula Valley Bank May 2009 - July 2009
Community West Bancshares 2001 - 2002
Community Bank 1993 - 1995
Mercantile National Bank 1989 - 1992
KPMG September 1976 - January 1989
Skills
Commercial Banking, Financial Modeling, Mergers, Financial Analysis, Banking, Risk Management, Due Diligence, Sarbanes-Oxley Act, Portfolio Management, Forecasting, Credit Analysis, Strategic Planning, Asset Managment, Financial Reporting, Credit, Private Equity, Financial Risk, Budgets, Cash Management, Capital Markets, Internal Audit, Internal Controls, Loans, Finance, Acquisition Integration, Tax, Accounting, Investments, Financial Services, Corporate Finance, Underwriting, Managerial Finance, Commercial Lending, Management Consulting, Process Improvement, SEC filings, Mergers & Acquisitions, Treasury Management, Valuation, Enterprise Risk..., US GAAP, Strategic Leadership, ALM, GAAP, Strategic Financial..., Auditing, Restructuring, Financial Accounting, Treasury, Financial Institutions
Education
New York University - Leonard N. Stern School of Business 1969 — 1972
MBA, Finance
Brown University 1962 — 1966
BA, Economics
Richard Egan Richard Egan's CFO Services Experience January 2010 - Present
Job CFO at Eccrine Systems, Inc.
Industry Information Technology and Services
Experience
Eccrine Systems, Inc. September 2014 - Present
CFO Services January 2010 - Present
American Internet Services July 2008 - December 2009
Qthink Inc. February 2007 - July 2008
Skinit 2006 - 2007
POWERNET GLOBAL COMMUNICATIONS May 2004 - December 2005
The Sant Corporation January 2003 - May 2004
DIGINEER, Inc. January 1987 - January 2003
Skills
Forecasting, Change Management, Financial Reporting, Strategic Planning, Start-ups, Team Building, Process Improvement, Financial Statements, Mergers, Mergers & Acquisitions, Product Development, Managerial Finance, Entrepreneurship, Business Strategy, Strategy, Accounting, Risk Management, Auditing, Management, Finance, Leadership, Management Consulting, Revenue Recognition, Internal Controls, Executive Management, Budgets, CRM, Financial Analysis
Education
University of Cincinnati 1969 — 1973
BS Economics, Accounting and Economics
Moeller HS 1965 — 1969
Chapman University
Certificate, Nonprofit Management Certificate
Eccrine Systems, Inc. September 2014 - Present
CFO Services January 2010 - Present
American Internet Services July 2008 - December 2009
Qthink Inc. February 2007 - July 2008
Skinit 2006 - 2007
POWERNET GLOBAL COMMUNICATIONS May 2004 - December 2005
The Sant Corporation January 2003 - May 2004
DIGINEER, Inc. January 1987 - January 2003
Skills
Forecasting, Change Management, Financial Reporting, Strategic Planning, Start-ups, Team Building, Process Improvement, Financial Statements, Mergers, Mergers & Acquisitions, Product Development, Managerial Finance, Entrepreneurship, Business Strategy, Strategy, Accounting, Risk Management, Auditing, Management, Finance, Leadership, Management Consulting, Revenue Recognition, Internal Controls, Executive Management, Budgets, CRM, Financial Analysis
Education
University of Cincinnati 1969 — 1973
BS Economics, Accounting and Economics
Moeller HS 1965 — 1969
Chapman University
Certificate, Nonprofit Management Certificate
Michael Wenk Michael Wenk's CFO Services Experience August 2001 - June 2002
Job President at CMEE Inc.
Industry Logistics and Supply Chain
Experience
CMEE, Inc. July 2010 - Present
PSS World Medical February 2008 - July 2010
PSS World Medical September 2006 - January 2008
PSS World Medical Inc. August 2004 - August 2006
PSS World Medical Inc. June 2002 - August 2004
CFO Services August 2001 - June 2002
Catalyst Holdings August 2000 - August 2001
Delta Air Lines March 1997 - August 2000
Delta Air Lines May 1994 - February 1997
Delta Air Lines May 1992 - May 1994
Skills
Contract Negotiation, International Business, Strategic Sourcing, Global Logistics, Product Innovation, Strategic Planning, Supply Chain Management, Process Improvement, Supply Chain, Sourcing, Forecasting, Executive Management, Contract Negotiations, Inventory Management, Purchasing, Budgeting, Compliance, Process Engineering, Financial Analysis, Contract Management, Business Strategy, Negotiation, Procurement, Planning, Global Sourcing, Logistics, Product Development, Management, Cross-functional Team..., Medical Devices, Leadership, Lean Manufacturing, Manufacturing, Strategy, Project Planning, Budgets, P&L Management, Pricing, Sales Operations, Finance, Capital Equipment, Market Development, Entrepreneurship, Product Launch, Business Planning, Start-ups, Analysis, Marketing, Competitive Analysis, Mergers & Acquisitions
Education
The University of Texas at Arlington - College of Business 1989 — 1991
BBA, Finance
LSU Shreveport 1985 — 1986
Finance
CMEE, Inc. July 2010 - Present
PSS World Medical February 2008 - July 2010
PSS World Medical September 2006 - January 2008
PSS World Medical Inc. August 2004 - August 2006
PSS World Medical Inc. June 2002 - August 2004
CFO Services August 2001 - June 2002
Catalyst Holdings August 2000 - August 2001
Delta Air Lines March 1997 - August 2000
Delta Air Lines May 1994 - February 1997
Delta Air Lines May 1992 - May 1994
Skills
Contract Negotiation, International Business, Strategic Sourcing, Global Logistics, Product Innovation, Strategic Planning, Supply Chain Management, Process Improvement, Supply Chain, Sourcing, Forecasting, Executive Management, Contract Negotiations, Inventory Management, Purchasing, Budgeting, Compliance, Process Engineering, Financial Analysis, Contract Management, Business Strategy, Negotiation, Procurement, Planning, Global Sourcing, Logistics, Product Development, Management, Cross-functional Team..., Medical Devices, Leadership, Lean Manufacturing, Manufacturing, Strategy, Project Planning, Budgets, P&L Management, Pricing, Sales Operations, Finance, Capital Equipment, Market Development, Entrepreneurship, Product Launch, Business Planning, Start-ups, Analysis, Marketing, Competitive Analysis, Mergers & Acquisitions
Education
The University of Texas at Arlington - College of Business 1989 — 1991
BBA, Finance
LSU Shreveport 1985 — 1986
Finance
ROBERT BOSWORTH ROBERT BOSWORTH's CFO Services Experience August 2004 - February 2005
Job Sales Associate at Watson Realty Corp.
Industry Real Estate
Experience
Watson Realty Corp. March 2011 - Present
Fidelity Information Services September 2007 - November 2009
One-Source Corporate Headquarters April 2007 - August 2007
Blue Thunder Auto Transport February 2005 - March 2007
CFO SERVICES August 2004 - February 2005
Centurion Auto Transport, Inc July 2003 - August 2004
TRANS-LUX CORPORATION October 1998 - May 2003
TRANS-LUX CORPORATION May 1981 - March 2003
sign manufacturing facility June 1991 - October 1998
TRANS-LUX CORPORATION September 1988 - June 1991
Education
Pepperdine University 1971 — 1972
MBA, MANAGEMENT
Cal State University LA
BS, Accounting
Watson Realty Corp. March 2011 - Present
Fidelity Information Services September 2007 - November 2009
One-Source Corporate Headquarters April 2007 - August 2007
Blue Thunder Auto Transport February 2005 - March 2007
CFO SERVICES August 2004 - February 2005
Centurion Auto Transport, Inc July 2003 - August 2004
TRANS-LUX CORPORATION October 1998 - May 2003
TRANS-LUX CORPORATION May 1981 - March 2003
sign manufacturing facility June 1991 - October 1998
TRANS-LUX CORPORATION September 1988 - June 1991
Education
Pepperdine University 1971 — 1972
MBA, MANAGEMENT
Cal State University LA
BS, Accounting
Dina Vickers, CPA MHA Dina Vickers, CPA MHA's CFO Services Experience July 2000 - September 2001
Job Entrepeneurial\Healthcare\Planning\Accounting\Ops
Industry Hospital & Health Care
Experience
MDI January 2009 - November 2011
Verve A Hair Design Studio October 2006 - September 2009
Independent Contractor March 2007 - January 2009
Solantic Walk-In Urgent Care September 2001 - October 2006
CFO Services July 2000 - September 2001
Methodist Medical Center January 1997 - July 2000
Columbia/HCA Orange Park Medical Center January 1995 - January 1997
Skills
Healthcare, Cost Control, Process Improvement, Financial Reporting, Strategic Planning, Budgets, Strategy, Sales, Business Analysis, Healthcare Information..., Leadership, HIPAA, Management, Analysis, Team Building, Mergers & Acquisitions, Strategic Financial..., Healthcare Management, Financial Analysis, General Ledger, Cross-functional Team..., Project Management, Start-ups, Managerial Finance, Employee Benefits, Accounting, Operations Management, Human Resources, Finance, Data Analysis, Insurance, Due Diligence, Executive Management, Auditing, Integration, Risk Management, Cash Flow, Management Consulting, Business Process..., Training, Payroll, Forecasting, Change Management, Financial Accounting, Consulting
Education
University of St. Francis 1998 — 2001
Masters, Healthcare
Marshall University 1982 — 1986
BBA, Accounting/Finance
MDI January 2009 - November 2011
Verve A Hair Design Studio October 2006 - September 2009
Independent Contractor March 2007 - January 2009
Solantic Walk-In Urgent Care September 2001 - October 2006
CFO Services July 2000 - September 2001
Methodist Medical Center January 1997 - July 2000
Columbia/HCA Orange Park Medical Center January 1995 - January 1997
Skills
Healthcare, Cost Control, Process Improvement, Financial Reporting, Strategic Planning, Budgets, Strategy, Sales, Business Analysis, Healthcare Information..., Leadership, HIPAA, Management, Analysis, Team Building, Mergers & Acquisitions, Strategic Financial..., Healthcare Management, Financial Analysis, General Ledger, Cross-functional Team..., Project Management, Start-ups, Managerial Finance, Employee Benefits, Accounting, Operations Management, Human Resources, Finance, Data Analysis, Insurance, Due Diligence, Executive Management, Auditing, Integration, Risk Management, Cash Flow, Management Consulting, Business Process..., Training, Payroll, Forecasting, Change Management, Financial Accounting, Consulting
Education
University of St. Francis 1998 — 2001
Masters, Healthcare
Marshall University 1982 — 1986
BBA, Accounting/Finance
Gerry Tywoniuk Gerry Tywoniuk's CFO Services Experience March 2007 - Present
Job CFO Services and Board Member
Industry Executive Office
Experience
CFO Services March 2007 - Present
American Midstream Partners, Westmoreland Resource Partners and Landmark Infrastructure Partners January 2009 - Present
Ciber, Inc. May 2010 - June 2014
Pacific Energy Resources Ltd. June 2008 - August 2013
General Petroleum Inc. March 2007 - April 2008
Pacific Energy Partners, L.P. December 2002 - March 2007
MarkWest Energy Partners, L.P. April 1997 - November 2002
Echo Bay Mines Ltd. September 1985 - March 1997
KPMG May 1982 - September 1985
Skills
Capital Markets, Finance, Acquisitions, Mergers, Acquisition Integration, Due Diligence, Divestitures, IPO, Strategic Planning, Private Equity, Restructuring, Accounting, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Forecasting, Risk Management, Profitability..., Investor Relations, Working Capital..., Gross Profit Analysis, Cost Reduction..., Board of Director..., Audit Committee, Compensation Committee, Public Companies, Mergers & Acquisitions, SEC Financial Reporting
Education
University of Alberta 1978 — 1982
Bachelor of Commerce (B.Com.)
Chartered Accountant (CA)
Mahler Executive Management Development Program
CFO Services March 2007 - Present
American Midstream Partners, Westmoreland Resource Partners and Landmark Infrastructure Partners January 2009 - Present
Ciber, Inc. May 2010 - June 2014
Pacific Energy Resources Ltd. June 2008 - August 2013
General Petroleum Inc. March 2007 - April 2008
Pacific Energy Partners, L.P. December 2002 - March 2007
MarkWest Energy Partners, L.P. April 1997 - November 2002
Echo Bay Mines Ltd. September 1985 - March 1997
KPMG May 1982 - September 1985
Skills
Capital Markets, Finance, Acquisitions, Mergers, Acquisition Integration, Due Diligence, Divestitures, IPO, Strategic Planning, Private Equity, Restructuring, Accounting, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Forecasting, Risk Management, Profitability..., Investor Relations, Working Capital..., Gross Profit Analysis, Cost Reduction..., Board of Director..., Audit Committee, Compensation Committee, Public Companies, Mergers & Acquisitions, SEC Financial Reporting
Education
University of Alberta 1978 — 1982
Bachelor of Commerce (B.Com.)
Chartered Accountant (CA)
Mahler Executive Management Development Program
Duane Dube Duane Dube's CFO Services Experience 1991 - 1992
Job Administrator & COO at Covenant Presbyterian Church, Austin TX
Industry Religious Institutions
Experience
Covenant Presbyterian Church, Austin TX January 2013 - Present
Redeemer Lutheran Church 2005 - December 2012
BALCONES Southwest Insurance (BRO: Brown & Brown of Austin) 2001 - 2005
Dell 1999 - 2001
Dell 1998 - 1999
US Office Products, Inc. 1997 - 1998
G&L/VBJ Office Products, Inc 1994 - 1997
UHY Mann Frankfort Stein &Lipp 1992 - 1994
CFO Services 1991 - 1992
Skills
Non-profit..., Alliance Marketing, Financial Analysis, Account Management, Customer Retention, Vendor Relations, Financial Management, Project Planning, Strategic Planning, Budgets, Managerial Finance, Operations Management, Team Building, Administration, Event Planning, Finance, Microsoft Excel, Microsoft Office, Nonprofits, Strategy, Fundraising, Public Speaking, Program Management
Education
St. Edward's University 1997 — 1998
MBA, Management
Texas State University-San Marcos 1988 — 1991
BBA, Finance & Accounting
Covenant Presbyterian Church, Austin TX January 2013 - Present
Redeemer Lutheran Church 2005 - December 2012
BALCONES Southwest Insurance (BRO: Brown & Brown of Austin) 2001 - 2005
Dell 1999 - 2001
Dell 1998 - 1999
US Office Products, Inc. 1997 - 1998
G&L/VBJ Office Products, Inc 1994 - 1997
UHY Mann Frankfort Stein &Lipp 1992 - 1994
CFO Services 1991 - 1992
Skills
Non-profit..., Alliance Marketing, Financial Analysis, Account Management, Customer Retention, Vendor Relations, Financial Management, Project Planning, Strategic Planning, Budgets, Managerial Finance, Operations Management, Team Building, Administration, Event Planning, Finance, Microsoft Excel, Microsoft Office, Nonprofits, Strategy, Fundraising, Public Speaking, Program Management
Education
St. Edward's University 1997 — 1998
MBA, Management
Texas State University-San Marcos 1988 — 1991
BBA, Finance & Accounting
Tom Foley Tom Foley's CFO Services Experience June 1999 - June 2001
Job Experienced Chief Financial Officer and Consultant
Industry Financial Services
Experience
CFO Selections July 2012 - Present
Commencement Bay Corrugated February 2011 - December 2011
Northwest Door, Inc. June 2001 - March 2011
CFO Services June 1999 - June 2001
ImproveMyBusiness.com 2000 - 2000
Avue Technologies Corporation April 1998 - June 1999
Westar Financial Services April 1996 - April 1998
Print Northwest/Six Sigma April 1990 - April 1995
Milgard Manufacturing 1995 - 1995
The Philadelphia Stock Exchange March 1987 - April 1990
Skills
Strategic Planning, Mergers, Working Capital..., Financial Modeling, Risk Management, Team Building, Negotiation, Investments, Manufacturing, Cost Segregation, Financial Reporting, Budgets, Divestitures, Financial Analysis, Accounting, Internal Controls, Managerial Finance, Treasury Management, Cost Accounting, Banking Relationships, Cash Flow, Cash Flow Forecasting, Financial Accounting, Cash Management, Finance, Strategic Financial..., Due Diligence, Forecasting, Mergers & Acquisitions, Business Planning, Leadership, Tax, CPA, Business Strategy, Sarbanes-Oxley Act, GAAP, Management, Corporate Finance, SEC filings, Executive Management, Credit, Revenue Recognition, Financial Statements, Consolidation, US GAAP, Acquisition Integration, Business Valuation, Restructuring, IPO, Financial Forecasting
Education
Temple University 1980 — 1984
MBA, Managment and Finance, 3.52
La Salle University - School of Business Administration 1961 — 1965
BS, Accounting
North Catholic 1957 — 1961
CFO Selections July 2012 - Present
Commencement Bay Corrugated February 2011 - December 2011
Northwest Door, Inc. June 2001 - March 2011
CFO Services June 1999 - June 2001
ImproveMyBusiness.com 2000 - 2000
Avue Technologies Corporation April 1998 - June 1999
Westar Financial Services April 1996 - April 1998
Print Northwest/Six Sigma April 1990 - April 1995
Milgard Manufacturing 1995 - 1995
The Philadelphia Stock Exchange March 1987 - April 1990
Skills
Strategic Planning, Mergers, Working Capital..., Financial Modeling, Risk Management, Team Building, Negotiation, Investments, Manufacturing, Cost Segregation, Financial Reporting, Budgets, Divestitures, Financial Analysis, Accounting, Internal Controls, Managerial Finance, Treasury Management, Cost Accounting, Banking Relationships, Cash Flow, Cash Flow Forecasting, Financial Accounting, Cash Management, Finance, Strategic Financial..., Due Diligence, Forecasting, Mergers & Acquisitions, Business Planning, Leadership, Tax, CPA, Business Strategy, Sarbanes-Oxley Act, GAAP, Management, Corporate Finance, SEC filings, Executive Management, Credit, Revenue Recognition, Financial Statements, Consolidation, US GAAP, Acquisition Integration, Business Valuation, Restructuring, IPO, Financial Forecasting
Education
Temple University 1980 — 1984
MBA, Managment and Finance, 3.52
La Salle University - School of Business Administration 1961 — 1965
BS, Accounting
North Catholic 1957 — 1961
Jim McCloskey Jim McCloskey's CFO Services Experience July 2014 - Present
Job Consultant and Investor at CFO Services
Industry Retail
Experience
CFO Services July 2014 - Present
Fresh Thyme Farmers Market September 2012 - June 2014
Sunflower Farmers Market August 2010 - June 2012
Catapult CFO Partners 2009 - September 2010
Gerson Lehrman August 2005 - January 2009
Red Robin Gourmet Burgers June 1996 - August 2005
Avalon Software, Inc. March 1994 - February 1996
Famous Amos Cookies June 1988 - March 1994
Arthur Andersen 1974 - 1981
Skills
Real Estate, Consumer Products, Restaurants, Retail, Business Planning, Forecasting, Restructuring
Education
The George Washington University 1972 — 1974
BS
United States Air Force Academy 1968 — 1970
none
St. Johns High School 1964 — 1968
CFO Services July 2014 - Present
Fresh Thyme Farmers Market September 2012 - June 2014
Sunflower Farmers Market August 2010 - June 2012
Catapult CFO Partners 2009 - September 2010
Gerson Lehrman August 2005 - January 2009
Red Robin Gourmet Burgers June 1996 - August 2005
Avalon Software, Inc. March 1994 - February 1996
Famous Amos Cookies June 1988 - March 1994
Arthur Andersen 1974 - 1981
Skills
Real Estate, Consumer Products, Restaurants, Retail, Business Planning, Forecasting, Restructuring
Education
The George Washington University 1972 — 1974
BS
United States Air Force Academy 1968 — 1970
none
St. Johns High School 1964 — 1968
Kendra Pressley Kendra Pressley's CFO Services Experience January 2002 - April 2002
Job Director of Compensation, Everbank
Industry Financial Services
Experience
EverBank October 2013 - Present
JP Morgan Chase January 2003 - November 2013
Divine Tower January 2001 - December 2002
CFO Services January 2002 - April 2002
GATX March 1991 - December 1999
Skills
Credit, Underwriting, Investments, Process Improvement, Team Building, Financial Services, Risk Management, Financial Analysis, Banking, Vendor Management, Consumer Lending, Financial Reporting, Analysis, Portfolio Management, Project Management, Commercial Banking, Financial Modeling, Accounting, Loans, Investment Banking, Small Business Lending, Bloomberg, Strategic Planning, Series 63, Sales, Mortgage Lending, Securities, Financial Risk, Trading Systems, Credit Risk, Customer Service, Capital Markets, Mortgage Banking, Due Diligence, Fixed Income, Relationship Management, Equities, Derivatives, Valuation
Education
University of North Florida 1997 — 2007
Masters, Accounting
University of North Florida 1995 — 1997
Masters, Business Administration and Management, General
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
EverBank October 2013 - Present
JP Morgan Chase January 2003 - November 2013
Divine Tower January 2001 - December 2002
CFO Services January 2002 - April 2002
GATX March 1991 - December 1999
Skills
Credit, Underwriting, Investments, Process Improvement, Team Building, Financial Services, Risk Management, Financial Analysis, Banking, Vendor Management, Consumer Lending, Financial Reporting, Analysis, Portfolio Management, Project Management, Commercial Banking, Financial Modeling, Accounting, Loans, Investment Banking, Small Business Lending, Bloomberg, Strategic Planning, Series 63, Sales, Mortgage Lending, Securities, Financial Risk, Trading Systems, Credit Risk, Customer Service, Capital Markets, Mortgage Banking, Due Diligence, Fixed Income, Relationship Management, Equities, Derivatives, Valuation
Education
University of North Florida 1997 — 2007
Masters, Accounting
University of North Florida 1995 — 1997
Masters, Business Administration and Management, General
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Julie Hengemuehler Julie Hengemuehler's CFO Services Experience 1992 - 1993
Job Experienced Customer Contact Operation's Leader
Industry Outsourcing/Offshoring
Experience
Afni, Inc December 2008 - January 2015
Afni, Inc. November 1997 - December 2008
Convergys (Matrixx/Wats) April 1993 - October 1997
CFO Services 1992 - 1993
May Telemarketing 1989 - 1992
Skills
Call Center, Workforce Management, Inbound Marketing, Customer Experience, BPO, Customer Satisfaction, Outsourcing, Customer Service, Telemarketing, Performance Management, Leadership Development, Employee Engagement, Strategic Planning, Coaching, Leadership, Team Building, Vendor Management, Process Improvement, Customer Retention, Operations Management, Organizational..., Management, Call Centers, Training, Recruiting, Strategy, Program Management, Sales, Telecommunications, Contact Centers, Sales Management, Team Leadership, Start-ups, Change Management, Business Analysis, Employee Relations, Talent Management
Education
University of Missouri - Columbia 1985 — 1986
Journalism
University of Nebraska - Omaha 1981 — 1985
BS, Broadcasting/Journalism
North High School 1978 — 1981
High School Diploma
Afni, Inc December 2008 - January 2015
Afni, Inc. November 1997 - December 2008
Convergys (Matrixx/Wats) April 1993 - October 1997
CFO Services 1992 - 1993
May Telemarketing 1989 - 1992
Skills
Call Center, Workforce Management, Inbound Marketing, Customer Experience, BPO, Customer Satisfaction, Outsourcing, Customer Service, Telemarketing, Performance Management, Leadership Development, Employee Engagement, Strategic Planning, Coaching, Leadership, Team Building, Vendor Management, Process Improvement, Customer Retention, Operations Management, Organizational..., Management, Call Centers, Training, Recruiting, Strategy, Program Management, Sales, Telecommunications, Contact Centers, Sales Management, Team Leadership, Start-ups, Change Management, Business Analysis, Employee Relations, Talent Management
Education
University of Missouri - Columbia 1985 — 1986
Journalism
University of Nebraska - Omaha 1981 — 1985
BS, Broadcasting/Journalism
North High School 1978 — 1981
High School Diploma
Jim Neu Jim Neu's CFO Services Experience July 2011 - October 2012
Job Chief Financial Officer at The DDS Companies
Industry Accounting
Experience
DDS Companies September 2012 - Present
CFO Services July 2011 - October 2012
CURRENT Group, LLC November 2004 - June 2011
Global Crossing 1999 - 2004
Verizon Wireless formerly Frontier Cellular 1995 - 1999
Price Waterhouse 1990 - 1994
Education
Saint John Fisher College
BS Accounting
DDS Companies September 2012 - Present
CFO Services July 2011 - October 2012
CURRENT Group, LLC November 2004 - June 2011
Global Crossing 1999 - 2004
Verizon Wireless formerly Frontier Cellular 1995 - 1999
Price Waterhouse 1990 - 1994
Education
Saint John Fisher College
BS Accounting
Vince Oye's CFO Services Experience April 2013 - Present
Job CFO, MBA
Industry Financial Services
Experience
CFO Services April 2013 - Present
Express Financial Services, LLC April 2009 - April 2013
Allied Cash Holdings/Consulting January 2008 - March 2009
TitleMax September 2004 - January 2008
Advance America October 2000 - September 2004
Cooper Bussmann January 1998 - October 2000
Pioneer, Inc. 1991 - 1997
Mobil Oil September 1980 - September 1987
Skills
Financial Reporting, Financial Analysis, Cash Management, Management, Investments, Cash Flow, Loans, Auditing, Managerial Finance, Financial Accounting, Corporate Finance, Sarbanes-Oxley Act, GAAP, Risk Management, Financial Modeling, Internal Audit, Strategy, Budgets, General Ledger, Banking, Due Diligence, Strategic Planning, Account Reconciliation, Payroll, Cost Accounting, Executive Management, Financial Services, Leadership, Valuation, Process Improvement, Income Statement, Accounts Receivable, Restructuring, Treasury Management, Business Valuation, Financial Risk, Analysis, Portfolio Management, Business Planning, Private Equity, P&L
Education
Michigan State University - The Eli Broad College of Business 1974 — 1976
MBA, Finance
Michigan State University 1970 — 1974
B.S., Finance
CFO Services April 2013 - Present
Express Financial Services, LLC April 2009 - April 2013
Allied Cash Holdings/Consulting January 2008 - March 2009
TitleMax September 2004 - January 2008
Advance America October 2000 - September 2004
Cooper Bussmann January 1998 - October 2000
Pioneer, Inc. 1991 - 1997
Mobil Oil September 1980 - September 1987
Skills
Financial Reporting, Financial Analysis, Cash Management, Management, Investments, Cash Flow, Loans, Auditing, Managerial Finance, Financial Accounting, Corporate Finance, Sarbanes-Oxley Act, GAAP, Risk Management, Financial Modeling, Internal Audit, Strategy, Budgets, General Ledger, Banking, Due Diligence, Strategic Planning, Account Reconciliation, Payroll, Cost Accounting, Executive Management, Financial Services, Leadership, Valuation, Process Improvement, Income Statement, Accounts Receivable, Restructuring, Treasury Management, Business Valuation, Financial Risk, Analysis, Portfolio Management, Business Planning, Private Equity, P&L
Education
Michigan State University - The Eli Broad College of Business 1974 — 1976
MBA, Finance
Michigan State University 1970 — 1974
B.S., Finance
Randy Chambers's CFO Services Experience July 2011 - Present
Job Independant Accounting Professional at CFO Services
Industry Computer Software
Experience
CFO Services July 2011 - Present
iCongo, Inc. January 2009 - July 2011
Oracle Canada June 2006 - December 2008
Agile Software 2005 - 2007
CFO Consulting Services October 2004 - December 2005
UTTC 1999 - 2005
UTTC United tri-tech September 1999 - October 2004
Speedware Corporation February 1989 - September 1999
Skills
Accounting, Cash Flow, Financial Reporting, Fixed Assets, Internal Controls, General Ledger, Payroll
Education
Concordia University 1971 — 1976
Bachelor of Commerce (B.Com.), Accounting and Finance
CFO Services July 2011 - Present
iCongo, Inc. January 2009 - July 2011
Oracle Canada June 2006 - December 2008
Agile Software 2005 - 2007
CFO Consulting Services October 2004 - December 2005
UTTC 1999 - 2005
UTTC United tri-tech September 1999 - October 2004
Speedware Corporation February 1989 - September 1999
Skills
Accounting, Cash Flow, Financial Reporting, Fixed Assets, Internal Controls, General Ledger, Payroll
Education
Concordia University 1971 — 1976
Bachelor of Commerce (B.Com.), Accounting and Finance
James Deresinski's CFO Services Experience VP CFOMid-Am Building Supply, Inc.June 2006 - April 2009
Job Managing Director at CFO Services
Industry Electrical/Electronic Manufacturing
Experience
CFO Services VP CFOMid-Am Building Supply, Inc.June 2006 - April 2009
MoDOT February 2002 - May 2006
Speedline Technologies December 1998 - February 2002
MasterCraft Builders USA April 1996 - December 1998
Omni Quip John Deere April 1988 - April 1996
Landstar February 1985 - April 1988
Carrier Corporation - UTC February 1972 - January 1985
Education
Indiana University - Kelley School of Business
BS, Accounting
University of Hartford
Advanced Management Training, Management
CFO Services VP CFOMid-Am Building Supply, Inc.June 2006 - April 2009
MoDOT February 2002 - May 2006
Speedline Technologies December 1998 - February 2002
MasterCraft Builders USA April 1996 - December 1998
Omni Quip John Deere April 1988 - April 1996
Landstar February 1985 - April 1988
Carrier Corporation - UTC February 1972 - January 1985
Education
Indiana University - Kelley School of Business
BS, Accounting
University of Hartford
Advanced Management Training, Management
Leonard Barto, MBA's CFO Services Experience 2013 - 2014
Job Independent Accounting Professional
Industry Accounting
Experience
Accounting Support and CFO Services January 1994 - Present
CFO Services 2013 - 2014
Accounting Support and CFO Services 2013 - 2014
CFO Services 2013 - 2014
CFO Services 2013 - 2014
Pinehurst Surgical January 1989 - January 1994
Pinehurst Surgical January 1986 - January 1989
Medaphis Corporation January 1984 - January 1986
Skills
Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1974 — 1976
MBA
University of Delaware
BS, Accounting
Accounting Support and CFO Services January 1994 - Present
CFO Services 2013 - 2014
Accounting Support and CFO Services 2013 - 2014
CFO Services 2013 - 2014
CFO Services 2013 - 2014
Pinehurst Surgical January 1989 - January 1994
Pinehurst Surgical January 1986 - January 1989
Medaphis Corporation January 1984 - January 1986
Skills
Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1974 — 1976
MBA
University of Delaware
BS, Accounting
Roy Stone's CFO Services Experience January 2010 - Present
Job CPA, Controller, Finance/Accounting.
Industry Accounting
Experience
CFO Services January 2010 - Present
CACI Enterprise Technologies and BSTA, Inc. October 2006 - Present
Oracle Corporation June 1997 - January 2001
IBM - Loral at FDIC November 1993 - October 1996
GTE Corporation May 1988 - February 1991
NCI Incorporated September 1986 - June 1988
Education
Emory University - Goizueta Business School 1973 — 1975
MBA, Finance, Control
University of North Carolina at Charlotte - Belk College of Business 1965 — 1968
BS Accounting, Accounting
CFO Services January 2010 - Present
CACI Enterprise Technologies and BSTA, Inc. October 2006 - Present
Oracle Corporation June 1997 - January 2001
IBM - Loral at FDIC November 1993 - October 1996
GTE Corporation May 1988 - February 1991
NCI Incorporated September 1986 - June 1988
Education
Emory University - Goizueta Business School 1973 — 1975
MBA, Finance, Control
University of North Carolina at Charlotte - Belk College of Business 1965 — 1968
BS Accounting, Accounting
Carla Ruble's CFO Services Experience June 2006 - Present
Job Accounting Services/Business Consultant
Industry Accounting
Experience
CFO Services June 2006 - Present
Kidder Benefits Consultants, Inc. 1998 - 2006
Skills
Management Consulting, Tax, Retirement Planning, Due Diligence, Financial Reporting, Accounting, Financial Analysis, Small Business, Finance, Auditing, Business Development, Budgets, Start-ups, Business Strategy, Entrepreneurship, Customer Service
Education
Upper Iowa University 1991 — 1992
Bachelor's degree, Accounting
University of Northern Iowa 1988 — 1989
Work towards Bachelor in Accounting, Accounting
CFO Services June 2006 - Present
Kidder Benefits Consultants, Inc. 1998 - 2006
Skills
Management Consulting, Tax, Retirement Planning, Due Diligence, Financial Reporting, Accounting, Financial Analysis, Small Business, Finance, Auditing, Business Development, Budgets, Start-ups, Business Strategy, Entrepreneurship, Customer Service
Education
Upper Iowa University 1991 — 1992
Bachelor's degree, Accounting
University of Northern Iowa 1988 — 1989
Work towards Bachelor in Accounting, Accounting
Michelle Wilhoit, CPA's CFO Services Experience January 1998 - August 1998
Job Financial Consultant III at Tennessee Valley Authority
Industry Utilities
Experience
Tennessee Valley Authority September 2011 - Present
Pugh CPAs January 2011 - April 2011
Independent Contractor (Accounting Services) August 2005 - December 2010
Bible, Harris, Smith January 2005 - May 2005
Ruby Tuesday January 2001 - April 2002
Team Health January 1999 - December 1999
CFO Services January 1998 - August 1998
Brown, Jake and McDaniel August 1994 - May 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Budgets, Variance Analysis, Tax Preparation, General Ledger..., Research, Teaching, Public Speaking, Editing, Oracle, Cognos, Lawson General Ledger, Customer Service, English
Education
East Tennessee State University 1990 — 1994
Master's Degree, Accounting
Tennessee Valley Authority September 2011 - Present
Pugh CPAs January 2011 - April 2011
Independent Contractor (Accounting Services) August 2005 - December 2010
Bible, Harris, Smith January 2005 - May 2005
Ruby Tuesday January 2001 - April 2002
Team Health January 1999 - December 1999
CFO Services January 1998 - August 1998
Brown, Jake and McDaniel August 1994 - May 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Budgets, Variance Analysis, Tax Preparation, General Ledger..., Research, Teaching, Public Speaking, Editing, Oracle, Cognos, Lawson General Ledger, Customer Service, English
Education
East Tennessee State University 1990 — 1994
Master's Degree, Accounting
Diane Noyce Sass's CFO Services Experience 2006 - Present
Job Owner, CFO Services, LLC
Industry Accounting
Experience
CFO Services 2006 - Present
Parrish Kruidenier Law Firm April 2007 - Present
Kidder Benefits Consultants, Inc. June 2003 - April 2007
Noyce and Associates, Inc. May 1987 - 2006
Skills
Small Business, Accounting, Due Diligence, Financial Reporting, QuickBooks, Financial Analysis, Financial Accounting
Education
University of Nebraska at Kearney 1978 — 1982
Bachelor of Science with Honors, Business Administration, Management
CFO Services 2006 - Present
Parrish Kruidenier Law Firm April 2007 - Present
Kidder Benefits Consultants, Inc. June 2003 - April 2007
Noyce and Associates, Inc. May 1987 - 2006
Skills
Small Business, Accounting, Due Diligence, Financial Reporting, QuickBooks, Financial Analysis, Financial Accounting
Education
University of Nebraska at Kearney 1978 — 1982
Bachelor of Science with Honors, Business Administration, Management