CFO Solutions, LLC

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CFO Solutions, LLC Employees

Employee
Years
Job
Industry
Jennifer Buchanan Jennifer Buchanan Lakeland, Florida Area Details
Jennifer Buchanan's CFO Solutions, LLC Experience July 2015 - Present
Job Senior Manager at CFO Solutions
Industry Management Consulting
Experience
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

Ideen Rahvar Ideen Rahvar Cliffside Park, New Jersey Details
Ideen Rahvar's CFO Solutions, LLC Experience July 2014 - Present
Job Consultant at CFO Solutions, LLC
Industry Accounting
Experience
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)

Stephen Newell Stephen Newell Greater St. Louis Area Details
Stephen Newell's CFO Solutions, LLC Experience November 2012 - July 2014
Job Director, Customer Success at TopOPPS
Industry Management Consulting
Experience
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

Ed Corlett Ed Corlett Greater Grand Rapids, Michigan Area Details
Ed Corlett's CFO Solutions, LLC Experience March 2001 - March 2011
Job Senior Executive Finance and Operations
Industry Executive Office
Experience
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

Lauren Carpenter Lauren Carpenter Greater Atlanta Area Details
Lauren Carpenter's CFO Solutions, LLC Experience April 2013 - Present
Job Senior Business Consultant
Industry Computer Software
Experience
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

Deb Dittmer Deb Dittmer Greater Grand Rapids, Michigan Area Details
Deb Dittmer's CFO Solutions, LLC Experience April 2001 - December 2011
Job Director of Finance at Montage Furniture Services
Industry Accounting
Experience
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

Amanda Paquet Amanda Paquet Greater Boston Area Details
Amanda Paquet's CFO Solutions, LLC Experience June 2014 - Present
Job Consultant at CFO Solutions, LLC
Industry Management Consulting
Experience
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

Patrick Jackman Patrick Jackman Norfolk, Virginia Details
Patrick Jackman's CFO Solutions, LLC Experience 2011 - Present
Job Business Intelligence Consultant at CFO Solutions, LLC
Industry Financial Services
Experience
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

Roger L. Stolp Roger L. Stolp Phoenix, Arizona Details
Roger L. Stolp's CFO Solutions, LLC Experience January 1992 - Present
Job Senior Financial Advisor at CFO Solutions LLC
Industry Financial Services
Experience
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

Matt Bzdel Matt Bzdel Boston, Massachusetts Details
Matt Bzdel's CFO Solutions, LLC Experience June 2008 - Present
Job Final Year Political Science and Finance Student | Pursuing career in London
Industry Financial Services
Experience
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

Vito Bzdel Vito Bzdel Springfield, Massachusetts Area Details
Vito Bzdel's CFO Solutions, LLC Experience July 2000 - Present
Job Senior Partner, CFO Solutions LLC
Industry Management Consulting
Experience
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

Tom Darnall Tom Darnall Greater Boston Area Details
Tom Darnall's CFO Solutions, LLC Experience July 2005 - Present
Job Manager at CFO Solutions
Industry Computer Software
Experience
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

Amy Kriete Amy Kriete Greater Boston Area Details
Amy Kriete's CFO Solutions, LLC Experience December 2012 - Present
Job Consultant at CFO Solutions, LLC
Industry Management Consulting
Experience
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

Anne Scherer Anne Scherer Greater St. Louis Area Details
Anne Scherer's CFO Solutions, LLC Experience April 2014 - Present
Job Manager at CFO Solutions, LLC
Industry Accounting
Experience
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

Susan Nieland Susan Nieland Tampa/St. Petersburg, Florida Area Details
Susan Nieland's CFO Solutions, LLC Experience August 2012 - Present
Job Senior Financial Consultant at CFO Solutions, LLC
Industry Financial Services
Experience
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

Chuck Rodgers Chuck Rodgers Greater Pittsburgh Area Details
Chuck Rodgers's CFO Solutions, LLC Experience October 2006 - August 2008
Job IT Specialist at US Office of Personnel Management
Industry Information Technology and Services
Experience
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

Debbie Field Debbie Field Greater St. Louis Area Details
Debbie Field's CFO Solutions, LLC Experience July 2014 - Present
Job Manager at CFO Solutions, LLC
Industry Computer Software
Experience
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

Kevin Knoll Kevin Knoll Greater Philadelphia Area Details
Kevin Knoll's CFO Solutions, LLC Experience October 2008 - May 2012
Job Senior Consultant
Industry Information Technology and Services
Experience
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

Roger Whitaker Roger Whitaker Huntsville, Alabama Area Details
Roger Whitaker's CFO Solutions, LLC Experience February 2014 - Present
Job Business Owner | CPA | CFO | 20 years experience helping smallbusiness contractors grow their wealth
Industry Accounting
Experience
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