CFO Strategic Partners
Description
Address: 444 W New England Ave Suite 202, Winter Park, FL 32789 Hours: Closed ⋅ Opens 8:30AM Tue Monday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (407) 426-8288: : Place name: Website: : : Category: : : Website: http://www.cfosp.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CFO Strategic Partners Posting publicly on the Web Write a review Reviews 1 Google review
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CFO Strategic Partners Employees
Employee
Years
Job
Industry
Nicholas Carbone CPA Nicholas Carbone CPA's CFO Strategic Partners Experience June 2015 - Present
Job Vice President of Capital Strategies at CFO Strategic Partners
Industry Financial Services
Experience
CFO Strategic Partners June 2015 - Present
Davis, Grim and Company, P.A. July 2014 - July 2015
Aria Capital Advisors, LLC June 2008 - December 2012
PCE Investment Bankers June 1997 - December 2004
KPMG 1988 - 1997
Skills
Mergers & Acquisitions, Corporate Finance
Education
University of Florida 1984 — 1988
Bachelor of Science, Accounting
CFO Strategic Partners June 2015 - Present
Davis, Grim and Company, P.A. July 2014 - July 2015
Aria Capital Advisors, LLC June 2008 - December 2012
PCE Investment Bankers June 1997 - December 2004
KPMG 1988 - 1997
Skills
Mergers & Acquisitions, Corporate Finance
Education
University of Florida 1984 — 1988
Bachelor of Science, Accounting
Sheryl Tobin, CPA Sheryl Tobin, CPA's CFO Strategic Partners Experience June 2003 - March 2011
Job Owner / President at SNAPS Enterprises
Industry Management Consulting
Experience
SNAPS Enterprises May 2011 - Present
CFO Strategic Partners June 2003 - March 2011
Wattyl Paint Corporation October 1989 - April 1995
Coopers & Lybrand September 1984 - October 1989
Education
Auburn University 1980 — 1984
Bachelor's Degree, Accounting and Business/Management
SNAPS Enterprises May 2011 - Present
CFO Strategic Partners June 2003 - March 2011
Wattyl Paint Corporation October 1989 - April 1995
Coopers & Lybrand September 1984 - October 1989
Education
Auburn University 1980 — 1984
Bachelor's Degree, Accounting and Business/Management
Jeff Dilley Jeff Dilley's CFO Strategic Partners Experience September 2014 - November 2014
Job CFO at Monster Media
Industry Research
Experience
Monster Media October 2014 - Present
CFO Strategic Partners September 2014 - November 2014
Florida Clinical Research Center January 2013 - November 2013
Health & Wellness Network January 2012 - January 2013
XOS Digital January 2011 - December 2011
Golf Channel 1995 - 2009
Commonwealth Land Title Insurance 1992 - 1995
ATP Tour, Inc. 1989 - 1992
Ernst & Young 1985 - 1989
Skills
Financial Analysis, Contract Negotiation, Project Management, Start-ups, Business Strategy, Budgets, Financial Reporting, Leadership, Accounting, Business Process, Finance, Strategy, Strategic Planning, Executive Management, Management, Financial Modeling, Marketing, Public Speaking, Marketing Strategy, Team Building, Process Improvement, Due Diligence, Corporate Finance, Mergers & Acquisitions, New Business Development, Entrepreneurship, Forecasting, Business Planning
Education
Cedarville University 1981 — 1985
B.A., Accounting
Penn High School 1978 — 1981
Monster Media October 2014 - Present
CFO Strategic Partners September 2014 - November 2014
Florida Clinical Research Center January 2013 - November 2013
Health & Wellness Network January 2012 - January 2013
XOS Digital January 2011 - December 2011
Golf Channel 1995 - 2009
Commonwealth Land Title Insurance 1992 - 1995
ATP Tour, Inc. 1989 - 1992
Ernst & Young 1985 - 1989
Skills
Financial Analysis, Contract Negotiation, Project Management, Start-ups, Business Strategy, Budgets, Financial Reporting, Leadership, Accounting, Business Process, Finance, Strategy, Strategic Planning, Executive Management, Management, Financial Modeling, Marketing, Public Speaking, Marketing Strategy, Team Building, Process Improvement, Due Diligence, Corporate Finance, Mergers & Acquisitions, New Business Development, Entrepreneurship, Forecasting, Business Planning
Education
Cedarville University 1981 — 1985
B.A., Accounting
Penn High School 1978 — 1981
Mark Windfeldt Mark Windfeldt's CFO Strategic Partners Experience January 2012 - September 2012
Job Chief Financial Officer at Peninsula Transportation Group
Industry Accounting
Experience
CFO Strategic Partners January 2012 - September 2012
The Haug Companies February 2011 - December 2011
Navarre Corporation May 2008 - February 2011
Ecolab January 2004 - April 2008
RTM, Inc March 2001 - July 2003
Franchise Associates, Inc. October 1984 - March 2001
Apple and Apple CPA's January 1981 - October 1984
Skills
Budgeting, Financial Forecasting, Accounting, Financial Accounting, Month End Close, SAP BI/BW, SAP R/3, Financial Analysis, Controlling, Fleet Management, Risk Management, General Insurance, Cash Flow Management, Cash Flow Forecasting, Hyperion Enterprise, Cash Flow, Management, Budgets, Sarbanes-Oxley Act, Cash Management, Internal Controls, Financial Reporting, Strategic Financial..., Managerial Finance, SEC filings, Hyperion
Education
St. Cloud State University 1976 — 1980
Bachelor of Science, Accounting (major), Computer Science (minor)
CFO Strategic Partners January 2012 - September 2012
The Haug Companies February 2011 - December 2011
Navarre Corporation May 2008 - February 2011
Ecolab January 2004 - April 2008
RTM, Inc March 2001 - July 2003
Franchise Associates, Inc. October 1984 - March 2001
Apple and Apple CPA's January 1981 - October 1984
Skills
Budgeting, Financial Forecasting, Accounting, Financial Accounting, Month End Close, SAP BI/BW, SAP R/3, Financial Analysis, Controlling, Fleet Management, Risk Management, General Insurance, Cash Flow Management, Cash Flow Forecasting, Hyperion Enterprise, Cash Flow, Management, Budgets, Sarbanes-Oxley Act, Cash Management, Internal Controls, Financial Reporting, Strategic Financial..., Managerial Finance, SEC filings, Hyperion
Education
St. Cloud State University 1976 — 1980
Bachelor of Science, Accounting (major), Computer Science (minor)
Natalie Lange's CFO Strategic Partners Experience August 2007 - March 2010
Job Revenue Accountant at LENSAR, Inc.
Industry Accounting
Experience
LENSAR Inc. January 2014 - Present
LENSAR Inc. March 2010 - January 2014
CFO Strategic Partners August 2007 - March 2010
Skills
Accounting, Customer Service, Financial Accounting, Financial Analysis, Financial Reporting, Internal Controls, Microsoft Excel
Education
University of Central Florida 2004 — 2010
Bachelor of Science (BS), Business Administration and Management, General
LENSAR Inc. January 2014 - Present
LENSAR Inc. March 2010 - January 2014
CFO Strategic Partners August 2007 - March 2010
Skills
Accounting, Customer Service, Financial Accounting, Financial Analysis, Financial Reporting, Internal Controls, Microsoft Excel
Education
University of Central Florida 2004 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Maria Rodriguez-Scott, CPA, CFP, CFA Maria Rodriguez-Scott, CPA, CFP, CFA's CFO Strategic Partners Experience March 2014 - Present
Job CFO at CFO Strategic Partners
Industry Management Consulting
Experience
CFO Strategic Partners March 2014 - Present
SCORE, Counselors to America's Small Business 2010 - Present
Avance Financial Solutions, Inc. 2010 - 2014
Community Health Centers, Inc., Winter Garden, Fl 2010 - 2012
Old Mutual 2006 - 2010
Skandia 2006 - 2010
Skandia 2003 - 2006
Skandia 1996 - 1998
Skandia 1987 - 1990
Skills
Latin America, Business Strategy, Financial Analysis, Strategic Planning, Management Consulting, Marketing Strategy, Strategy, Start-ups, Negotiation, Customer Service, Due Diligence, Sales, Entrepreneurship, Small Business, Management, Leadership, Business Planning
Education
Florida International University
Bachelor of Business Administration (B.B.A.), Accounting
Florida State University
Certificate in Financial Planning
University of Central Florida
Graduate Certificate - eLearning Professional Development
CFO Strategic Partners March 2014 - Present
SCORE, Counselors to America's Small Business 2010 - Present
Avance Financial Solutions, Inc. 2010 - 2014
Community Health Centers, Inc., Winter Garden, Fl 2010 - 2012
Old Mutual 2006 - 2010
Skandia 2006 - 2010
Skandia 2003 - 2006
Skandia 1996 - 1998
Skandia 1987 - 1990
Skills
Latin America, Business Strategy, Financial Analysis, Strategic Planning, Management Consulting, Marketing Strategy, Strategy, Start-ups, Negotiation, Customer Service, Due Diligence, Sales, Entrepreneurship, Small Business, Management, Leadership, Business Planning
Education
Florida International University
Bachelor of Business Administration (B.B.A.), Accounting
Florida State University
Certificate in Financial Planning
University of Central Florida
Graduate Certificate - eLearning Professional Development
Maria Seymour, MBA Maria Seymour, MBA's CFO Strategic Partners Experience 2013 - 2013
Job Valuation Audit Supervisor
Industry Accounting
Experience
Verizon 2013 - Present
CFO Strategic Partners 2013 - 2013
Law Firms & Healthcare Services 2009 - 2013
Creative Healing 2006 - 2011
Full Sail University 2008 - 2009
National Retail Properties, Inc. 2003 - 2005
Education Positions 1997 - 2004
Old Kent Bank 1994 - 1997
Skills
Financial Analysis, Financial Accounting, Payroll, Human Resources, Strategic HR, Financial Modeling, Strategic Financial..., P&L Analysis, P&L Forecasting, Cost Management, Project Management, Benefits Analysis, Talent Management, Finance, Leadership, Performance Management, Accounts Receivable, Budgets, Accounting, Financial Reporting, Management, System Administration, Forecasting, Employee Benefits, Customer Service, Leadership Development, Analysis, Recruiting, Training, Personnel Management, Interviews, Deferred Compensation, Accounts Payable, Administration, Compensation Analyst, Auditing
Education
Florida Atlantic University 2013 — 2015
Master of Taxation, Taxation
University of Florida - Warrington College Of Business 2011 — 2013
Master of Business Administration (M.B.A.), Business
Calvin College 1993 — 1997
B.A., Business - Finance
Verizon 2013 - Present
CFO Strategic Partners 2013 - 2013
Law Firms & Healthcare Services 2009 - 2013
Creative Healing 2006 - 2011
Full Sail University 2008 - 2009
National Retail Properties, Inc. 2003 - 2005
Education Positions 1997 - 2004
Old Kent Bank 1994 - 1997
Skills
Financial Analysis, Financial Accounting, Payroll, Human Resources, Strategic HR, Financial Modeling, Strategic Financial..., P&L Analysis, P&L Forecasting, Cost Management, Project Management, Benefits Analysis, Talent Management, Finance, Leadership, Performance Management, Accounts Receivable, Budgets, Accounting, Financial Reporting, Management, System Administration, Forecasting, Employee Benefits, Customer Service, Leadership Development, Analysis, Recruiting, Training, Personnel Management, Interviews, Deferred Compensation, Accounts Payable, Administration, Compensation Analyst, Auditing
Education
Florida Atlantic University 2013 — 2015
Master of Taxation, Taxation
University of Florida - Warrington College Of Business 2011 — 2013
Master of Business Administration (M.B.A.), Business
Calvin College 1993 — 1997
B.A., Business - Finance
Gail Lacey Gail Lacey's CFO Strategic Partners Experience January 2012 - Present
Job CFO at CFO Strategic Partners
Industry Financial Services
Experience
CFO Strategic Partners January 2012 - Present
AECOM December 2009 - July 2011
Glatting Jackson September 1995 - December 2009
Skills
Project Finance, Strategic Planning, Accounting, Cash Management, Financial Analysis, Forecasting, Budgets, Finance, Mergers & Acquisitions, Financial Reporting, Due Diligence, Analysis, Project Management
Education
University of Alabama at Birmingham 1976 — 1979
BS, Accounting
CFO Strategic Partners January 2012 - Present
AECOM December 2009 - July 2011
Glatting Jackson September 1995 - December 2009
Skills
Project Finance, Strategic Planning, Accounting, Cash Management, Financial Analysis, Forecasting, Budgets, Finance, Mergers & Acquisitions, Financial Reporting, Due Diligence, Analysis, Project Management
Education
University of Alabama at Birmingham 1976 — 1979
BS, Accounting
Amy Reeves Powers Amy Reeves Powers's CFO Strategic Partners Experience July 2005 - December 2007
Job CPA
Industry Accounting
Experience
Acosta Tax & Accounting Services August 2011 - Present
Crimson Advisory Group November 2010 - Present
Grennan Fender Ruta, LLLP 2007 - August 2011
CFO Strategic Partners July 2005 - December 2007
Wells Fargo Corporation June 1992 - December 2007
Coopers & Lybrand August 1990 - June 1992
KPMG August 1989 - August 1990
Skills
Accounting, Small Business, CPA, Cash Flow, Human Resources, Tax, Tax Accounting, Tax Law, Management, Financial Reporting, Finance, Nonprofits, Strategy, QuickBooks, Tax Preparation, Program Management, Auditing, Corporate Tax, General Ledger, GAAP
Education
University of Alabama 1988 — 1989
Masters, Tax Accounting
University of Alabama 1983 — 1987
Bachelor of Science, Accounting
Acosta Tax & Accounting Services August 2011 - Present
Crimson Advisory Group November 2010 - Present
Grennan Fender Ruta, LLLP 2007 - August 2011
CFO Strategic Partners July 2005 - December 2007
Wells Fargo Corporation June 1992 - December 2007
Coopers & Lybrand August 1990 - June 1992
KPMG August 1989 - August 1990
Skills
Accounting, Small Business, CPA, Cash Flow, Human Resources, Tax, Tax Accounting, Tax Law, Management, Financial Reporting, Finance, Nonprofits, Strategy, QuickBooks, Tax Preparation, Program Management, Auditing, Corporate Tax, General Ledger, GAAP
Education
University of Alabama 1988 — 1989
Masters, Tax Accounting
University of Alabama 1983 — 1987
Bachelor of Science, Accounting
Angela Slaney Angela Slaney's CFO Strategic Partners Experience December 2014 - Present
Job MST, CFO
Industry Accounting
Experience
CFO Strategic Partners December 2014 - Present
McDirmit Davis October 2013 - December 2014
Melamed & Karp, P.A. October 2011 - October 2013
Cherry Bekaert & Holland December 2010 - October 2011
Berenfeld, Spritzer, Shechter & Sheer 2006 - 2010
Skills
Internal Controls, Auditing, GAAP, US GAAP, Accounting, External Audit, Financial Reporting, Revenue Recognition, Due Diligence, Budgets, Financial Statements, Tax Returns, Single Audit, QuickBooks, Consolidation, Financial Accounting, Assurance Engagements, Financial Audits, Financial Statement..., Analytical Review, General Ledger, Cash Flow, Assurance, Accounting Research, OMB Circular A-133, Consolidated Financial..., Audits of Employee..., Yellow Book, A-133, FASB, CPA, Forensic Accounting, SEC filings, Tax, SEC Filings, Financial Analysis, Internal Audit, Account Reconciliation
Education
Nova Southeastern University 2005 — 2006
MST, Taxation/Accounting
Florida Atlantic University
MST, Accounting, Tax
CFO Strategic Partners December 2014 - Present
McDirmit Davis October 2013 - December 2014
Melamed & Karp, P.A. October 2011 - October 2013
Cherry Bekaert & Holland December 2010 - October 2011
Berenfeld, Spritzer, Shechter & Sheer 2006 - 2010
Skills
Internal Controls, Auditing, GAAP, US GAAP, Accounting, External Audit, Financial Reporting, Revenue Recognition, Due Diligence, Budgets, Financial Statements, Tax Returns, Single Audit, QuickBooks, Consolidation, Financial Accounting, Assurance Engagements, Financial Audits, Financial Statement..., Analytical Review, General Ledger, Cash Flow, Assurance, Accounting Research, OMB Circular A-133, Consolidated Financial..., Audits of Employee..., Yellow Book, A-133, FASB, CPA, Forensic Accounting, SEC filings, Tax, SEC Filings, Financial Analysis, Internal Audit, Account Reconciliation
Education
Nova Southeastern University 2005 — 2006
MST, Taxation/Accounting
Florida Atlantic University
MST, Accounting, Tax
Tonja Pektas, CPA Tonja Pektas, CPA's CFO Strategic Partners Experience January 2008 - Present
Job CFO at CFO Strategic Partners
Industry Accounting
Experience
CFO Strategic Partners January 2008 - Present
Winter Garden Heritage Foundation 2007 - 2008
Self-employed 2000 - 2008
McCree General Contractors and Architects 1997 - 1999
Coast to Coast Renovations 1996 - 1997
Arthur Andersen 1993 - 1996
Skills
Corporate Budgeting, Accounting Management, Cash Flow Forecasting, Consolidated Financial..., Working Capital..., Treasury, US GAAP reporting, Cash Management, Debt & Equity Financing, Budget Process, Department Budgeting, Financial Accounting, Financial Audits, Corporate Tax Planning, Non-profits, Construction, Board of Directors..., Financial Reporting, QuickBooks, Outstanding time..., Internal Controls, Nonprofits, Cash Flow, Sarbanes-Oxley Act, Financial Analysis, Accounting, Due Diligence, Financial Planning, Strategic Planning, Budgets, GAAP
Education
Florida State University 1990 — 1993
Bachelor of Science (B.S.), Accounting
University of Central Florida
Master of Sceince in Accounting, Accounting
CFO Strategic Partners January 2008 - Present
Winter Garden Heritage Foundation 2007 - 2008
Self-employed 2000 - 2008
McCree General Contractors and Architects 1997 - 1999
Coast to Coast Renovations 1996 - 1997
Arthur Andersen 1993 - 1996
Skills
Corporate Budgeting, Accounting Management, Cash Flow Forecasting, Consolidated Financial..., Working Capital..., Treasury, US GAAP reporting, Cash Management, Debt & Equity Financing, Budget Process, Department Budgeting, Financial Accounting, Financial Audits, Corporate Tax Planning, Non-profits, Construction, Board of Directors..., Financial Reporting, QuickBooks, Outstanding time..., Internal Controls, Nonprofits, Cash Flow, Sarbanes-Oxley Act, Financial Analysis, Accounting, Due Diligence, Financial Planning, Strategic Planning, Budgets, GAAP
Education
Florida State University 1990 — 1993
Bachelor of Science (B.S.), Accounting
University of Central Florida
Master of Sceince in Accounting, Accounting
Sarah Crawford, CPA's CFO Strategic Partners Experience October 2004 - October 2013
Job CFO at Hospitality Resources & Design
Industry Accounting
Experience
Hospitality Resources & Design October 2013 - Present
CFO Strategic Partners October 2004 - October 2013
Wright Entertainment Group September 2002 - October 2004
Arthur Andersen 1999 - 2002
Skills
Financial Reporting, Cash Flow Forecasting, Tax, Forecasting, CPA, Strategic Financial..., Financial Accounting, Financial Analysis, QuickBooks, Accounting, Consolidated Financial..., Cash Flow, Due Diligence, Sarbanes-Oxley Act, Leadership, Working Capital..., Budgets, SEC filings, Account Reconciliation, Cash Management, Internal Controls, Budget Process, Auditing, US GAAP, GAAP, Financial Modeling
Education
University of Central Florida
BS, Accounting
University of Central Florida
MBA
Hospitality Resources & Design October 2013 - Present
CFO Strategic Partners October 2004 - October 2013
Wright Entertainment Group September 2002 - October 2004
Arthur Andersen 1999 - 2002
Skills
Financial Reporting, Cash Flow Forecasting, Tax, Forecasting, CPA, Strategic Financial..., Financial Accounting, Financial Analysis, QuickBooks, Accounting, Consolidated Financial..., Cash Flow, Due Diligence, Sarbanes-Oxley Act, Leadership, Working Capital..., Budgets, SEC filings, Account Reconciliation, Cash Management, Internal Controls, Budget Process, Auditing, US GAAP, GAAP, Financial Modeling
Education
University of Central Florida
BS, Accounting
University of Central Florida
MBA
Robert Schlotman, CPA, MBA Robert Schlotman, CPA, MBA's CFO Strategic Partners Experience 2011 - Present
Job CFO CFO Strategic Partners
Industry Accounting
Experience
CFO Strategic Partners 2011 - Present
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, CPA, Cash Flow, Budgets, Finance, General Ledger, Management Consulting, Start-ups, Strategic Financial..., Corporate Tax, Strategic Planning, Tax, Valuation, Time Management, QuickBooks, Payroll, Financial Planning, Strategy, Leadership
Education
Rollins College - Crummer Graduate School of Business 2002 — 2003
MBA, Accounting
The Ohio State University Fisher College of Business 1989 — 2002
BSBA, Finance
University of Kentucky 1986 — 1987
general
CFO Strategic Partners 2011 - Present
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, CPA, Cash Flow, Budgets, Finance, General Ledger, Management Consulting, Start-ups, Strategic Financial..., Corporate Tax, Strategic Planning, Tax, Valuation, Time Management, QuickBooks, Payroll, Financial Planning, Strategy, Leadership
Education
Rollins College - Crummer Graduate School of Business 2002 — 2003
MBA, Accounting
The Ohio State University Fisher College of Business 1989 — 2002
BSBA, Finance
University of Kentucky 1986 — 1987
general
Jessica Rochelle's CFO Strategic Partners Experience September 2015 - Present
Job CFO at CFO Strategic Partners
Industry Accounting
Experience
CFO Strategic Partners September 2015 - Present
Junior Sports Corporation (Private Equity Portfolio) October 2012 - August 2015
JC Consulting December 2011 - August 2015
City of Sanford January 2012 - October 2012
Stylemark Inc. (Private Equity Portfolio) December 2010 - January 2012
James Moore, Certified Public Accountants and Consultants July 2009 - December 2010
James Moore, Certified Public Accountants and Consultants September 2007 - June 2009
Skills
General Ledger, Fixed Assets, Accounting, Financial Reporting, SAP, GAAP, US GAAP, CPA, Accruals, Financial Accounting, Financial Analysis, Microsoft Excel, Budgets, Microsoft Word, Variance Analysis, Intercompany Accounts, MS Excel Pivot Tables, QuickBooks, Forecasting, Pivot Tables, Outlook, Balance Sheet Review, G/L Reconciliations, Amortization Schedules, V Lookups, Conditional Formatting, Journal Entries, Financial Statements, Revenue Recognition, Account Reconciliation, Auditing, Internal Controls
Education
Stetson University 2006 — 2007
Master of Accountancy, Accounting
Barry University 2004 — 2006
Bachelor of Science (B.S.), Accounting
CFO Strategic Partners September 2015 - Present
Junior Sports Corporation (Private Equity Portfolio) October 2012 - August 2015
JC Consulting December 2011 - August 2015
City of Sanford January 2012 - October 2012
Stylemark Inc. (Private Equity Portfolio) December 2010 - January 2012
James Moore, Certified Public Accountants and Consultants July 2009 - December 2010
James Moore, Certified Public Accountants and Consultants September 2007 - June 2009
Skills
General Ledger, Fixed Assets, Accounting, Financial Reporting, SAP, GAAP, US GAAP, CPA, Accruals, Financial Accounting, Financial Analysis, Microsoft Excel, Budgets, Microsoft Word, Variance Analysis, Intercompany Accounts, MS Excel Pivot Tables, QuickBooks, Forecasting, Pivot Tables, Outlook, Balance Sheet Review, G/L Reconciliations, Amortization Schedules, V Lookups, Conditional Formatting, Journal Entries, Financial Statements, Revenue Recognition, Account Reconciliation, Auditing, Internal Controls
Education
Stetson University 2006 — 2007
Master of Accountancy, Accounting
Barry University 2004 — 2006
Bachelor of Science (B.S.), Accounting
Leslie Heimer's CFO Strategic Partners Experience September 2014 - Present
Job VP of Strategic Development
Industry Financial Services
Experience
CFO Strategic Partners September 2014 - Present
Skills
Business Development, Brand Development, Business Growth..., Marketing, Business Planning, Public Relations, Strategy, Executive Management, Team Leadership, Budgets, Corporate Finance, Integrated Marketing, Event Planning, Organizational..., Strategic Communications, Digital Marketing, Corporate Communications, Marketing Strategy, Commercial Banking, Media Relations, Strategic Planning, Project Planning, Corporate Social..., Leadership, DoD, New Business Development, Process Improvement, Training, Proposal Writing, Management, Consulting, Business Strategy, Mortgage Lending, Analysis, Public Speaking, Leadership Development, Change Management, Government Contracting, Program Management, Social Media, Networking, Contract Negotiation, Employee Relations, Community Development, Publicity, Team Building, Relationship Management, Financial Reporting, Entrepreneurship, Real Estate Financing
Education
University of Maryland University College 2012 — 2014
Master of Science (M.S.), Business, Management, Marketing, and Related Support Services
Leadership Southern Maryland Class of 2012 2011 — 2012
University of Florida 1999 — 2002
Bachelor of Science, Human Resource Management
Bartow High School 1992 — 1996
Athena NextGen
CFO Strategic Partners September 2014 - Present
Skills
Business Development, Brand Development, Business Growth..., Marketing, Business Planning, Public Relations, Strategy, Executive Management, Team Leadership, Budgets, Corporate Finance, Integrated Marketing, Event Planning, Organizational..., Strategic Communications, Digital Marketing, Corporate Communications, Marketing Strategy, Commercial Banking, Media Relations, Strategic Planning, Project Planning, Corporate Social..., Leadership, DoD, New Business Development, Process Improvement, Training, Proposal Writing, Management, Consulting, Business Strategy, Mortgage Lending, Analysis, Public Speaking, Leadership Development, Change Management, Government Contracting, Program Management, Social Media, Networking, Contract Negotiation, Employee Relations, Community Development, Publicity, Team Building, Relationship Management, Financial Reporting, Entrepreneurship, Real Estate Financing
Education
University of Maryland University College 2012 — 2014
Master of Science (M.S.), Business, Management, Marketing, and Related Support Services
Leadership Southern Maryland Class of 2012 2011 — 2012
University of Florida 1999 — 2002
Bachelor of Science, Human Resource Management
Bartow High School 1992 — 1996
Athena NextGen
M. Nicole Shufflebarger, CPA, MBA's CFO Strategic Partners Experience September 2015 - Present
Job CFO CFO Strategic Partners
Industry Accounting
Experience
CFO Strategic Partners September 2015 - Present
Strombeck Consulting CPAs August 2014 - June 2015
Monroe Shine & Co., Inc. November 2012 - March 2014
Harding, Shymanski & Company, P.S.C. September 2011 - November 2012
Skills
Accounting, Financial Reporting, Tax, Auditing, Internal Controls, Corporate Tax, Income Tax, Financial Accounting, CPA, GAAP, Financial Analysis, Operating Budgets, Tax Preparation, Financial Statements, Tax Accounting, Tax Returns, Partnership Taxation
Education
Bellarmine University 1998 — 1999
MBA
Morehead State University 1988 — 1991
BBA, Accounting & Finance
Fern Creek High School
CFO Strategic Partners September 2015 - Present
Strombeck Consulting CPAs August 2014 - June 2015
Monroe Shine & Co., Inc. November 2012 - March 2014
Harding, Shymanski & Company, P.S.C. September 2011 - November 2012
Skills
Accounting, Financial Reporting, Tax, Auditing, Internal Controls, Corporate Tax, Income Tax, Financial Accounting, CPA, GAAP, Financial Analysis, Operating Budgets, Tax Preparation, Financial Statements, Tax Accounting, Tax Returns, Partnership Taxation
Education
Bellarmine University 1998 — 1999
MBA
Morehead State University 1988 — 1991
BBA, Accounting & Finance
Fern Creek High School
Kristina Davis Kristina Davis's CFO Strategic Partners Experience June 2015 - Present
Job Director of Corporate Talent at CFO Strategic Partners
Industry Accounting
Experience
CFO Strategic Partners June 2015 - Present
SNI Companies July 2014 - June 2015
Newlywed Nomads July 2013 - July 2014
The CSI Companies August 2010 - April 2013
ClubCorp January 2009 - August 2010
Raymond James and Associates September 2005 - April 2008
Skills
Interviews, Event Planning, Recruiting, Hiring, Coaching, Human Resources, Leadership, Event Management, Contract Recruitment, Executive Search, Training, Sales, Temporary Placement, Time Management, Applicant Tracking..., Employee Relations, Marketing, Account Management, Sourcing, Contract Negotiation, Blogging, Talent Acquisition, Networking, Employee Training, Building Relationships, Business Development, New Business Development, Client Relationship..., Interviewing, Talent Management, Vendor Relations, Resume Writing, Marketing Communications, Staffing Services
Education
Florida State University 2004 — 2008
CFO Strategic Partners June 2015 - Present
SNI Companies July 2014 - June 2015
Newlywed Nomads July 2013 - July 2014
The CSI Companies August 2010 - April 2013
ClubCorp January 2009 - August 2010
Raymond James and Associates September 2005 - April 2008
Skills
Interviews, Event Planning, Recruiting, Hiring, Coaching, Human Resources, Leadership, Event Management, Contract Recruitment, Executive Search, Training, Sales, Temporary Placement, Time Management, Applicant Tracking..., Employee Relations, Marketing, Account Management, Sourcing, Contract Negotiation, Blogging, Talent Acquisition, Networking, Employee Training, Building Relationships, Business Development, New Business Development, Client Relationship..., Interviewing, Talent Management, Vendor Relations, Resume Writing, Marketing Communications, Staffing Services
Education
Florida State University 2004 — 2008
Donna Spence Donna Spence's CFO Strategic Partners Experience August 2014 - Present
Job CFO at CFO Strategic Partners
Industry Retail
Experience
CFO Strategic Partners August 2014 - Present
Everything But Water March 2011 - February 2014
Everything But Water June 2008 - March 2011
Donna Spence, CPA 1989 - 2007
Evolving System Solutions 2001 - 2005
Siemens 1998 - 2000
CenturyLink 1987 - 1988
CenturyLink 1984 - 1987
EY 1979 - 1984
Skills
Forecasting, Accounting, Financial Reporting, General Ledger, Strategic Financial..., Financial Analysis, Income Statement, Financial Modeling, GAAP, Financial Accounting, External Audit, Internal Audit, Tax Returns, Managerial Finance, Project Management, Consulting, Financial Planning, Finance, Management, Leadership
Education
Adelphi University 1975 — 1979
BBA, Accounting
CFO Strategic Partners August 2014 - Present
Everything But Water March 2011 - February 2014
Everything But Water June 2008 - March 2011
Donna Spence, CPA 1989 - 2007
Evolving System Solutions 2001 - 2005
Siemens 1998 - 2000
CenturyLink 1987 - 1988
CenturyLink 1984 - 1987
EY 1979 - 1984
Skills
Forecasting, Accounting, Financial Reporting, General Ledger, Strategic Financial..., Financial Analysis, Income Statement, Financial Modeling, GAAP, Financial Accounting, External Audit, Internal Audit, Tax Returns, Managerial Finance, Project Management, Consulting, Financial Planning, Finance, Management, Leadership
Education
Adelphi University 1975 — 1979
BBA, Accounting
Carrie L. Mistina, CPA, CGMA Carrie L. Mistina, CPA, CGMA's CFO Strategic Partners Experience March 2015 - Present
Job CFO at CFO Strategic Partners
Industry Financial Services
Experience
CFO Strategic Partners March 2015 - Present
John Wiley and Sons August 2014 - March 2015
Ellucian January 2013 - November 2013
National Advisory Services, Inc. May 2006 - August 2013
B.R. Chamberlain f/k/a Investment Trust Company September 2004 - April 2006
KPMG Peat Marwick January 2003 - August 2004
Investment Trust Company of Florida June 2000 - December 2002
Skills
Investments, Auditing, Financial Modeling, Corporate Finance, Insurance, Analysis, Due Diligence, General Ledger, Management, Microsoft Office, Risk Management, Business Analysis, Finance, Financial Reporting, Customer Service, Strategy, Budgets
Education
University of Central Florida - College of Business Administration 2003 — 2004
Masters In Taxation, Taxation
University of Central Florida 1996 — 2000
BS:, Accounting, Finance, Economics
Lake Brantley High School 1992 — 1996
Lake Brantley High School
Lake Brantley High School
Lake Brantley High School
CFO Strategic Partners March 2015 - Present
John Wiley and Sons August 2014 - March 2015
Ellucian January 2013 - November 2013
National Advisory Services, Inc. May 2006 - August 2013
B.R. Chamberlain f/k/a Investment Trust Company September 2004 - April 2006
KPMG Peat Marwick January 2003 - August 2004
Investment Trust Company of Florida June 2000 - December 2002
Skills
Investments, Auditing, Financial Modeling, Corporate Finance, Insurance, Analysis, Due Diligence, General Ledger, Management, Microsoft Office, Risk Management, Business Analysis, Finance, Financial Reporting, Customer Service, Strategy, Budgets
Education
University of Central Florida - College of Business Administration 2003 — 2004
Masters In Taxation, Taxation
University of Central Florida 1996 — 2000
BS:, Accounting, Finance, Economics
Lake Brantley High School 1992 — 1996
Lake Brantley High School
Lake Brantley High School
Lake Brantley High School
Bruce Stafford's CFO Strategic Partners Experience April 2007 - August 2008
Job Director of Finance at Energy Planning Associates Corporation
Industry Accounting
Experience
Energy Planning Associates Corporation June 2014 - Present
Energy Planning Associates Corporation January 2011 - June 2014
CFO Strategic Partners April 2007 - August 2008
Diamond Products Company April 1994 - January 2007
Rex Meighen & Company January 1986 - April 1994
Skills
Manufacturing, Auditing, Strategic Planning, Tax, Team Leadership, CPA, Supply Chain, Leadership, Process Improvement, Operations Management, Accounting, Financial Analysis, Forecasting, Purchasing, Budgets, Financial Reporting, New Business Development, Management, Finance
Education
University of South Florida 1982 — 1987
Bachelor of Science (BS), Accounting
Energy Planning Associates Corporation June 2014 - Present
Energy Planning Associates Corporation January 2011 - June 2014
CFO Strategic Partners April 2007 - August 2008
Diamond Products Company April 1994 - January 2007
Rex Meighen & Company January 1986 - April 1994
Skills
Manufacturing, Auditing, Strategic Planning, Tax, Team Leadership, CPA, Supply Chain, Leadership, Process Improvement, Operations Management, Accounting, Financial Analysis, Forecasting, Purchasing, Budgets, Financial Reporting, New Business Development, Management, Finance
Education
University of South Florida 1982 — 1987
Bachelor of Science (BS), Accounting
Jennifer Ramirez's CFO Strategic Partners Experience November 2011 - March 2013
Job Sr. Recruiter at Verizon
Industry Human Resources
Experience
Verizon May 2013 - Present
CFO Strategic Partners November 2011 - March 2013
Scholastic Book Fairs October 2007 - December 2011
Johnson & Johnson January 2005 - September 2007
Avaya July 2004 - January 2005
Colgate Palmolive March 2004 - July 2004
Skills
Human Resources, College Recruiting, Employee Training, Talent Acquisition, Sourcing, Recruiting, Interviews, Applicant Tracking..., Performance Management, Talent Management, HRIS, Strategy, Training, Organizational..., Employee Engagement, Onboarding, Employee Relations, Management, Deferred Compensation, Strategic Partnerships
Education
Montclair State University
Bachelor's degree, Sociology
Verizon May 2013 - Present
CFO Strategic Partners November 2011 - March 2013
Scholastic Book Fairs October 2007 - December 2011
Johnson & Johnson January 2005 - September 2007
Avaya July 2004 - January 2005
Colgate Palmolive March 2004 - July 2004
Skills
Human Resources, College Recruiting, Employee Training, Talent Acquisition, Sourcing, Recruiting, Interviews, Applicant Tracking..., Performance Management, Talent Management, HRIS, Strategy, Training, Organizational..., Employee Engagement, Onboarding, Employee Relations, Management, Deferred Compensation, Strategic Partnerships
Education
Montclair State University
Bachelor's degree, Sociology
Tammy Dix's CFO Strategic Partners Experience May 2013 - February 2014
Job Market Director of Finance at Marriott Vacations Worldwide Corporation
Industry Accounting
Experience
Marriott Vacations Worldwide Corporation March 2014 - Present
CFO Strategic Partners May 2013 - February 2014
University of Phoenix November 2009 - May 2013
Accretive Solutions August 2009 - November 2009
Wyndham Vacation Ownership July 2007 - April 2009
GES Exposition Services November 2002 - June 2007
Accretive Solutions (formerly CFO Services) August 2001 - September 2002
Walt Disney World May 1995 - July 2001
Ernst & Young 1993 - 1995
Skills
Financial Reporting, Financial Analysis, Forecasting, Process Improvement, Sarbanes-Oxley Act, Budgets, Analysis, Finance, Customer Service, Accounting, General Ledger, Strategic Financial..., Managerial Finance, Internal Controls, Financial Modeling
Education
Coastal Carolina University 1989 — 1992
Bachelor of Science, Accounting
University of Cincinnati College of Business 1988 — 1989
Accounting
Marriott Vacations Worldwide Corporation March 2014 - Present
CFO Strategic Partners May 2013 - February 2014
University of Phoenix November 2009 - May 2013
Accretive Solutions August 2009 - November 2009
Wyndham Vacation Ownership July 2007 - April 2009
GES Exposition Services November 2002 - June 2007
Accretive Solutions (formerly CFO Services) August 2001 - September 2002
Walt Disney World May 1995 - July 2001
Ernst & Young 1993 - 1995
Skills
Financial Reporting, Financial Analysis, Forecasting, Process Improvement, Sarbanes-Oxley Act, Budgets, Analysis, Finance, Customer Service, Accounting, General Ledger, Strategic Financial..., Managerial Finance, Internal Controls, Financial Modeling
Education
Coastal Carolina University 1989 — 1992
Bachelor of Science, Accounting
University of Cincinnati College of Business 1988 — 1989
Accounting
Alina Schreiber's CFO Strategic Partners Experience April 2010 - Present
Job CFO at CFO Strategic Partners
Industry Accounting
Experience
CFO Strategic Partners April 2010 - Present
Alina Schreiber CPA February 1999 - March 2010
Deloitte and Touche August 1993 - February 1999
Education
University of Central Florida - College of Business Administration 1991 — 1993
MS, Accounting
University of Florida 1987 — 1990
BS, Accounint
CFO Strategic Partners April 2010 - Present
Alina Schreiber CPA February 1999 - March 2010
Deloitte and Touche August 1993 - February 1999
Education
University of Central Florida - College of Business Administration 1991 — 1993
MS, Accounting
University of Florida 1987 — 1990
BS, Accounint
Kim (Conner) Spurlin's CFO Strategic Partners Experience 2005 - 2007
Job CFO at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group 2013 - Present
Servant Investments, LLC February 2007 - Present
CFO Strategic Partners 2005 - 2007
James Moore & Company 2000 - 2005
Aurther Andersen 1997 - 2000
Skills
Financial Analysis, Due Diligence, Auditing, Management, Financial Accounting, Performance Management, Financial Reporting, Accounting, CPA, Budgets, Mergers & Acquisitions, Business Strategy, Finance, Internal Controls, Financial Modeling, Sarbanes-Oxley Act
Education
University of Central Florida 1998 — 2000
Master of Business Administration (M.B.A.), Specialization in Accounting, Magna Cum Laude
Florida State University 1994 — 1997
Bachelors, Accounting, Magna Cum Laude
The Bogdahn Group 2013 - Present
Servant Investments, LLC February 2007 - Present
CFO Strategic Partners 2005 - 2007
James Moore & Company 2000 - 2005
Aurther Andersen 1997 - 2000
Skills
Financial Analysis, Due Diligence, Auditing, Management, Financial Accounting, Performance Management, Financial Reporting, Accounting, CPA, Budgets, Mergers & Acquisitions, Business Strategy, Finance, Internal Controls, Financial Modeling, Sarbanes-Oxley Act
Education
University of Central Florida 1998 — 2000
Master of Business Administration (M.B.A.), Specialization in Accounting, Magna Cum Laude
Florida State University 1994 — 1997
Bachelors, Accounting, Magna Cum Laude
Teri McCook's CFO Strategic Partners Experience April 2005 - April 2008
Job CFO, Nvision Development Management Services LLC
Industry Accounting
Experience
Nvision Development Management Services LLC August 2007 - Present
A+ Tutor U LLC September 2011 - July 2013
CFO Strategic Partners April 2005 - April 2008
Sandestin Golf and Beach Resort March 1999 - May 2003
Skills
Financial Reporting, Accounting, Strategic Planning, Budgets, General Ledger, Forecasting, Problem Solving, Cash Management
Education
Georgia Institute of Technology 1990 — 1993
Bachelors of Science in Management, Accounting
Nvision Development Management Services LLC August 2007 - Present
A+ Tutor U LLC September 2011 - July 2013
CFO Strategic Partners April 2005 - April 2008
Sandestin Golf and Beach Resort March 1999 - May 2003
Skills
Financial Reporting, Accounting, Strategic Planning, Budgets, General Ledger, Forecasting, Problem Solving, Cash Management
Education
Georgia Institute of Technology 1990 — 1993
Bachelors of Science in Management, Accounting