CFO Solutions, LLC
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CFO Solutions, LLC Employees
CFO Solutions, LLC July 2015 - Present
Skills
Business Intelligence, CRM, Business Process..., Project Management, Strategy, Management, ERP, Vendor Management, Management Consulting, Forecasting, Project Planning, Analytics, Business Analysis, Data Warehousing, Process Improvement, Enterprise Software, Leadership, Professional Services, Performance Management, Budgets, Consulting, Hyperion Enterprise, Business Process, Infor Performance..., Hyperion, Host Analytics, Oracle, Microsoft, Corporate Performance..., CRM software, Program Management, PMO
Education
Oakland University 1999 — 2004
B.S.
Fenton High School 1996 — 1999
CFO Solutions, LLC July 2014 - Present
Babson College Horn Library August 2012 - May 2014
Babson College Residence Life August 2012 - May 2014
Babson College Athletics Event Staff September 2010 - May 2014
Mercedes-Benz USA June 2012 - August 2013
Cliffside Park Borough Hall June 2011 - June 2012
Babson College August 2011 - May 2012
Diktas Schandler Gillen Law Offices June 2009 - June 2010
Skills
Minitab, Spanish, Economics, Microsoft Office, Marketing, Farsi, Finance, Market Research, Data Analysis, @Risk, Azerbaijani, Spanish-speaking, Spanish Literature, Accounting, Operations Management, Statistical Modeling, Statistics, R, Microsoft Excel, Entrepreneurship, Strategy, Business Strategy, Data Mining, CSS, HTML, Negotiation, Management Consulting, Data Analytics, Big Data
Education
Babson College 2010 — 2014
Bachelor's degree, Strategic Management
ESADE 2013 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bergen County Academies 2006 — 2010
High School Diploma, Academy for Business & Finance (IB)
TopOPPS, Inc. July 2014 - Present
CFO Solutions, LLC November 2012 - July 2014
Host Analytics, Inc. May 2012 - October 2012
Host Analytics February 2007 - May 2012
Express Scripts, Inc. September 2004 - December 2006
Oracle September 1999 - July 2003
BearingPoint October 1997 - September 1999
KPMG Peat Marwick 1997 - 1999
Crown Capital Corporation 1996 - 1996
Mercantile Bank 1989 - 1993
Skills
Forecasting, Analytics, Budgets, Management, Business Intelligence, Balanced Scorecard, Business Performance..., Project Planning, Business Analysis, Performance Management, SaaS, Financial Reporting, Finance, Revenue Forecasting, Enterprise Software, ERP, Business Process..., Management Consulting, CRM, Planning, Strategic Planning, Budgeting, Activity Based..., management reporting, Strategy, Consolidated Financial..., Start-ups, Business Development, Customer Service, Zendesk, Customer Product...
Education
Washington University
MBA, Finance
University of Kansas
BS, Accounting
Hesston
Superior Furniture Solutions, Inc. March 2011 - January 2015
CFO Solutions, LLC March 2001 - March 2011
Meridian Automotive Systems, Inc. October 1996 - February 2001
Guardsman Products, Inc. March 1994 - April 1996
Guardsman Products, Inc. December 1988 - February 1994
Skills
Budgets, Forecasting, Risk Management, Finance, Cash Flow, Analysis, Management, Financial Analysis, Financial Reporting, Process Improvement, Sarbanes-Oxley Act, Internal Controls, CPA, Due Diligence, Income Tax, General Ledger, Strategic Financial..., Auditing, Tax, Budgeting, Strategic Planning, Financial Planning
Education
Michigan State University 1971 — 1975
Bachelor of Arts (BA), Accounting
CFO Solutions, LLC April 2013 - Present
CFO Solutions, LLC April 2012 - Present
Skills
Forecasting, CRM, International Business, Management, Finance, Budgets, Chinese, Pre-sales, Business Intelligence, Enterprise Software, Project Management, Business Analysis
Education
Oklahoma City University 2007 — 2009
MBA
Sun Yat-Sen University 2006 — 2007
N/A
The University of Georgia 2000 — 2004
BA
Montage Furniture Services January 2012 - January 2015
CFO Solutions, LLC April 2001 - December 2011
Meridian Automotive Systems January 1997 - April 2001
Diesel Technology May 1996 - January 1997
AutoStyle Plastics, Inc. September 1995 - May 1996
AutoStyle Plastics, Inc. May 1986 - September 1995
Grefco, Inc. August 1983 - February 1986
Northrop Grumman November 1982 - August 1983
Coopers & Lybrand March 1980 - November 1982
Education
Michigan State University 1978 — 1980
Bachelor of Arts
CFO Solutions, LLC June 2014 - Present
Babson College January 2014 - May 2014
Simches & Co. September 2013 - January 2014
Keith and the Girl, Comedy Podcast February 2013 - January 2014
Octagon June 2013 - August 2013
Boston Bruins August 2012 - January 2013
Babson College May 2012 - January 2013
Phoebe Alexis Boutique July 2011 - August 2011
Babson College Skating Center November 2010 - June 2011
FoldTastic November 2010 - May 2011
Skills
Financial Analysis, Event Planning, Social Media, Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Management, Marketing, Finance, Analysis, Research, Microsoft Word, Entrepreneurship, Negotiation, Infor CPM, Leadership
Education
Babson College 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Lund University 2013 — 2013
Bachelor's degree, Economics and Management
Groton-Dunstable Regional High School 2006 — 2010
CFO Solutions, LLC 2011 - Present
JP Morgan Chase 2011 - 2011
Citi 2011 - 2011
PCJ Business Consulting June 2008 - December 2010
Staples January 2010 - August 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2009
Skills
Budgets, Financial Modeling, Financial Analysis, Host Analytics, Financial Planning..., Performance Management, Project Management, End User Training, Business Planning, Business Intelligence, Analytics, Data Analysis, Business Process..., Financial Reporting, Consulting, Finance, OLAP, Enterprise Software, EPM, Analysis, Business Process, Business Analysis, Microsoft Excel
Education
Northeastern University 2006 — 2010
BSBA, Finance
Somersworth High School
CFO Solutions LLC January 1992 - Present
Holiday Retirement June 2008 - November 2012
CFO Solutions Inc. 1991 - December 2009
Orlando Baptist Temple 1987 - 1991
Skills
Customer Service..., Administrative Support, Business Analysis, Microsoft Office, Computers, Life insurance..., Investment account..., Marketing, Insurance, Management, Life Insurance, Investments, Administrative..., Sales Management, Budgets, Team Building, Financial Advisory, Series 7, Strategic Financial..., Finance
Education
Tabernacle Baptist Bible College 1977 — 1980
Bachelor of Theology (Th.B.), Theological and Ministerial Studies
Bob Jones University 1968 — 1971
Bachelor of Science (B.S.), Accounting
CFO Solutions, LLC June 2008 - Present
Manulife Asset Management January 2015 - June 2015
European Parliament September 2013 - December 2013
Looney & Grossman LLP January 2013 - June 2013
Skills
Time Management, Microsoft Office, Research, Politics, Policy Analysis, Finance, Microsoft Excel, Public Speaking, Access
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Political Science and Business Administration (Finance Concentration)
The Leuven Institute for Ireland in Europe 2013 — 2013
Charles University in Prague 2012 — 2012
The Williston Northampton School 2008 — 2011
CFO Solutions, LLC July 2000 - Present
Zurich Financial Services October 1996 - June 2000
Heddington Insurance (Texaco) May 1993 - October 1996
Arthur Andersen May 1987 - May 1993
Skills
Budgets, Hyperion Planning, Project Management, Hyperion Enterprise, Essbase, Business Intelligence, EPM, Consolidation, Financial Reporting, Business Process..., Forecasting, Project Planning, Performance Management, Management, Business Analysis, Financial Analysis, OLAP, Cognos, Finance, Analytics, Business Process
Education
Isenberg School of Management, UMass Amherst 1986 — 1987
MBA, Finance
University of Massachusetts, Amherst 1982 — 1985
BBA, Accounting
CFO Solutions, LLC July 2005 - Present
AES 1998 - 2005
Pool Company 1997 - 1998
Pool Company 1994 - 1997
Skills
Budgets, Process Improvement, Analysis, Accounting, Managerial Finance, Hyperion Enterprise, Consolidation, Forecasting, Financial Analysis, Strategic Financial..., Financial Modeling, Business Analysis, Business Intelligence, Business Process..., Financial Reporting, Corporate Finance
Education
Texas A&M University 1990 — 1994
BBA, Accounting
North Pole High School 1986 — 1990
CFO Solutions, LLC December 2012 - Present
The Timberland Company September 2005 - March 2012
CareFirst BlueCross BlueShield October 1999 - August 2005
CareFirst BlueCross BlueShield November 1993 - September 1999
Skills
Financial Analysis, Internal Controls, Finance, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Analysis, Budgets
Education
Loyola University Maryland 1993 — 1996
MBA, Business
Notre Dame of Maryland University 1989 — 1992
BA, Business Management
CFO Solutions, LLC April 2014 - Present
Cervello January 2013 - April 2014
Host Analytics October 2007 - January 2013
Beech Nut Nutrition Corporation 2000 - 2007
Skills
Enterprise Software, SaaS, Business Intelligence, Cloud Computing, Professional Services, Salesforce.com, Microsoft SQL Server, ERP, Analytics, Software Project..., Management, Cross-functional Team..., Business Analysis, CRM, Process Improvement, Requirements Analysis, Pre-sales, SharePoint
Education
Quincy University
Bachelor's degree, Accounting
CFO Solutions, LLC August 2012 - Present
Serve an American Express Company November 2006 - June 2012
Pinnacle Financial Corporation September 2004 - September 2006
United Asset Coverage November 2000 - May 2004
Old Second National Bank February 1998 - August 2000
Dovenmuehle Mortgage March 1997 - February 1998
KPMG Peat Marwick January 1996 - March 1997
Virginia Beach Federal Savings Bank March 1992 - December 1995
Skills
Process Improvement, Financial System..., Internal Control..., Team Building, Financial Reporting, Policy Definition, Procedure Development, Strategic Planning, Budget Process, Operating Budgets, Cash Management, Cash Flow Forecasting, External Audit, Annual Reports, Oracle E-Business Suite, Oracle Reports, Oracle R12 Financials, Great Plains Software, Microsoft Dynamics, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Accounting, Internal Controls, Finance, Risk Management, Account Reconciliation, Auditing, General Ledger, Banking, Budgets, Analysis, CPA, Forecasting, Financial Services, Management, Leadership, Executive Management, Financial Statements, Financial Modeling, Start-ups, Mergers & Acquisitions, Due Diligence, Fixed Assets, Corporate Finance, Business Strategy
Education
University of Virginia 1993 — 1995
Virginia Bankers' School of Bank Management, Banking
University of Hawaii at Manoa
BBA, Accounting
University of Wisconsin-Milwaukee - School of Business Administration
None, Business Administration
US Office of Personnel Management May 2010 - Present
IT Solutions LLC August 2008 - May 2010
CFO Solutions, LLC October 2006 - August 2008
IT Solutions August 2006 - October 2006
RMCI/ITEQ May 2004 - August 2006
Skills
Customer Service, Windows, Operating Systems, Requirements Analysis, Microsoft Office, Troubleshooting, Documentation, Problem Solving, Security, Customer Relations, Integration, Research, Computer Hardware, Software Documentation, Technical Support, System Administration, Active Directory, SharePoint, Network Administration, Windows 7
Education
Strayer University 2009 — 2010
Bachelors of Science, IT with a Computer Security concentration
Butler County Community College 2003 — 2005
Associates, Computer Forensics
CFO Solutions, LLC July 2014 - Present
Bright Point Consulting August 2013 - July 2014
Cervello, Inc. November 2012 - August 2013
Host Analytics, Inc. May 2012 - October 2012
Host Analytics, Inc. April 2010 - May 2012
Host Analytics, Inc May 2007 - April 2010
Kinetic Solutions 1996 - 2002
Skills
SaaS, Salesforce.com, Business Intelligence, Analytics, Enterprise Software, Cloud Computing, Business Performance..., Professional Services, Business Development, Management, Consulting, Strategic Partnerships, Solution Selling, Business Analysis, Budgets, Project Planning, Accounting, CRM
Education
University of Houston
BS, Accounting
Clarity Solution Group May 2012 - Present
CFO Solutions, LLC October 2008 - May 2012
Beverage Distribution Center, Inc March 2006 - October 2008
Skills
Infor CPM, Crystal Reports, Infinium G/L, AS 400, Host Analytics, Microsoft Office, Business Intelligence, SQL, Business Analysis, Requirements Analysis, Microsoft SQL Server, OLAP, Financial Analysis, Data Analysis, Visio, Business Objects, Data Modeling, Solution Architecture, Analytics, Cognos, SAP, Business Process, Software Project..., Access, Project Management, Analysis, Integration, Databases, Enterprise Architecture, Business Process..., SAS, Enterprise Software, SDLC, Data Integration, SharePoint, Project Planning, Requirements Gathering, Database Design, PL/SQL
Education
Penn State University 1999 — 2003
B.S., Economics
CFO Solutions, LLC February 2014 - Present
Plastic Fusion Fabricators, Inc. 1995 - Present
The University of Alabama in Huntsville 2006 - 2011
Haverty Furniture Companies, Inc. 1984 - 1993
EY 1978 - 1983
Education
Jacksonville State University
Bachelor’s Degree, Accounting
University of Alabama in Huntsville
Master’s Degree, Accounting