CFO Systems, LLC
Industry: Company
DescriptionFounded: 2005 Subsidiary: NexGen CFO Inc.
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CFO Systems, LLC Employees
CFO Systems LLC February 2012 - Present
Visiting Nurse Association of the Midlands December 1999 - September 2011
Snelling Personnel May 1997 - October 1999
NP Dodge Real Estate May 1994 - September 1997
Mutual of Omaha April 1992 - April 1994
Aquila Energy 1988 - 1992
Mutual of New York (MONY) 1980 - 1988
Skills
Benefits Strategy, Employee Benefits, Recruitment/Retention, Workers Compensation, Unemployment Claims, Mergers, Company Acquisitions, Real Estate, Customer Service, Employee Relations, ERISA, FMLA, FLSA, Management Consulting, HR Consulting, HR Policies, JCAHO, Organizational..., Management, Performance Management, Leadership Development, Recruiting, Leadership, Sales, Mergers & Acquisitions, Training
Education
Augustana College (SD) 1976 — 1979
Bachelor of Arts (BA), History and Business
Waldorf College 1974 — 1976
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
QLI - Quality Living Inc. May 2015 - Present
CFO Systems LLC 2013 - Present
CFO Systems LLC July 2013 - April 2015
Skills
Microsoft Excel, Microsoft Office, Leadership
Education
Clarkson College 2012 — 2015
Bachelor of Science in Nursing, Senior
Clarkson College 2012 — 2015
Minor/ Health Care Business Management, Senior
CFO Systems LLC July 2013 - Present
Skills
Customer Satisfaction, Automotive, Customer Service, Profit, Marketing, Social Media Marketing, Event Management, Team Building, Account Management, Customer Retention, Executive Office..., Executive Calendar..., Executive Travel, Office Equipment..., Handle Confidential..., Handle Multiple..., Interact with All..., Flexible to Change, Work Independently with..., C-Level Executive..., Off-site Events, Automobile, Inventory Management, Vehicles, Sales Management, Sales Process, Sales Operations, Leadership, Training, Purchasing, Time Management, Retail, WordPress, QuickBooks, Social Networking, SharePoint, CRM
Education
University of Nebraska-Lincoln 1994 — 1997
Education
University of Maryland College Park
Bachelor's degree, Early Childhood Education and Teaching
CFO Systems LLC August 2014 - Present
Summitsoft Corp April 2001 - June 2014
InfoUSA February 2000 - April 2001
IntelliSell Corporation June 1992 - August 1998
Commercial Federal Bank July 1982 - August 1991
Education
Bellevue University 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance, 3.8
College of Saint Mary 1998 — 1999
Bachelor of Science (BS), Accounting and Business/Management, 3.7
CFO Systems LLC November 2013 - Present
Koch Tennis Center April 2011 - August 2012
Hanscom Tennis Center January 2011 - January 2012
Skills
Tennis, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Financial Accounting, Auditing, Tax, Leadership, Time Management, Teamwork, Customer Service, Social Media, Marketing, Microsoft Office
Education
University of Nebraska at Omaha 2009 — 2013
Bachelor of Science (BS), Accounting
Saint Louis University 2008 — 2009
Kuemper Catholic High School 2004 — 2008
High School diploma
Brownell-Talbot School September 2012 - Present
CFO Systems LLC April 2012 - September 2012
Aflac January 2012 - March 2012
Bankers Life & Casualty May 2011 - December 2011
Uta Halee - Cooper Village August 2000 - December 2010
Uta Halee Girls Village August 2000 - December 2010
City of Fort Calhoun, Nebraska 2002 - 2010
Fort Calhoun State Bank August 1981 - August 2000
Fort Calhoun State Bank 1981 - 2000
Professional Bookkeeping Service October 1977 - August 1981
Skills
Budget Monitoring, Financial Statements, Internal Controls, High Level Of Accuracy, Financial Modeling, Financial Analysis, Account Reconciliation, Investments, Budgets, Tax, Budget Process, SEC filings, Accounting, Leadership, Nonprofits, Finance, Forecasting, Managerial Finance, Financial Reporting
Education
Dana College 1973 — 1977
B.S, Accounting and Business Management
CFO Systems LLC November 2004 - Present
Transgenomic, Inc. June 2010 - May 2012
Grubb & Ellis / Pacific Realty 2002 - 2004
First Data Corporation 2000 - 2002
Guarantee Life / Lincoln National 1994 - 2000
Deloitte & Touche 1986 - 1992
Skills
Executive Leadership, Capital Projects, Mergers, Funding, Capital, Auditing, Manufacturing, Leadership Mentoring, Finance, Strategy, Accounting, Management, Entrepreneurship, Executive Management, Due Diligence, Financial Analysis, Business Planning, Corporate Finance, Venture Capital, Strategic Planning
Education
Wayne State College 1983 — 1986
Bachelors
Chadron State College 1981 — 1983
McGladrey May 2013 - Present
Argus Management Corp 2010 - April 2013
RAS Management Advisors, LLC January 2009 - April 2013
CFO Systems LLC 2012 - 2012
Monarch Holdings September 2008 - March 2010
Medifacts International November 2006 - April 2008
Nuvex Ingredients March 2003 - October 2006
Pella Plastics October 2001 - March 2003
GMT Corporation December 1994 - October 2001
Skills
Restructuring, Crisis Management, Cost Management, Manufacturing, Management Consulting, Business Strategy, Change Management, Turn Around Management, Mergers & Acquisitions, Management, Private Equity, Leadership, Strategic Planning, Finance, Venture Capital, Process Improvement, Accounting, Strategy, Financial Analysis, Executive Management, Marketing
Education
University of Nebraska-Lincoln 1979 — 1989
BS, Business Admin / Accounting
Doane College 1977 — 1980
Southwest Iowa Renewable Energy July 2012 - Present
CFO Systems LLC August 2009 - April 2015
Plymouth Oil September 2011 - July 2012
First National Information Solutions May 2008 - December 2009
Dial Equities November 2004 - January 2008
Seldin Company June 1997 - November 2004
Home Real Estate - Commercial Investment Properties April 1984 - May 1997
Dana Cole & Co CPA September 1979 - April 1984
Skills
Finance, Acquisitions, Property Management, Sellers, Disposition, Mergers, Process Improvement, Financial Analysis, Due Diligence, Corporate Finance, Risk Management, Management Consulting, Accounting, Real Estate, Strategic Planning, Leadership, Mergers & Acquisitions, Forecasting, Auditing
Education
University of Nebraska-Lincoln 1978 — 1979
M.A., Finance
University of Nebraska-Lincoln 1974 — 1977
B.S., Agriculture
ConAgra Foods December 2014 - Present
Sandel Accounting & Business Consulting December 2013 - December 2014
CFO Systems LLC February 2013 - November 2013
Jacobo's Grocery April 2004 - February 2013
Delia's Candies and Sweet Snacks August 2007 - October 2012
Skills
Microsoft Excel, Finance, PowerPoint, Microsoft Word, Microsoft PowerPoint, Nova Development..., Accounting, QuickBooks, SAP
Education
Creighton University 2010 — 2014
Bachelor’s Degree, Accounting, Financial Analysis, Graduated
XO Group Inc. February 2014 - Present
WorldTeach June 2013 - December 2013
CFO Systems LLC February 2013 - May 2013
Ticket Titans II January 2012 - January 2013
The MSR Group November 2011 - December 2011
Mid-America Council, Boy Scout of America September 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Illustrator, InDesign, Photoshop, Research, Microsoft Office, Social Media, Public Relations, Adobe Creative Suite, Social Media Marketing, Marketing, Facebook
Education
University of Nebraska-Lincoln 2007 — 2011
Advertising, Concentrations in English and History
Profit Partners, LLC March 2011 - Present
Svetalia Enterprises May 2010 - Present
Pacific Manufacturing April 2011 - August 2011
Wolfe Electric April 2002 - April 2011
CFO Systems, LLC March 2010 - February 2011
Wolfe Electric October 2002 - June 2010
First Data Corporation 1999 - 2002
UNION BANK AND TRUST 1997 - 1999
KPMG 1990 - 1997
Skills
Strategic Planning, Business Strategy, Management Consulting, Financial Analysis, Risk Management, New Business Development, Corporate Finance, Business Planning, Leadership, Start-ups, Due Diligence, Business Development, Process Improvement, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, Management, Accounting, Small Business, Finance, Executive Management, Entrepreneurship, Strategy, Investments, Budgets, Insurance, Managerial Finance, Contract Negotiation, Team Building, Forecasting, Business, Business Process..., Restructuring, Coaching, Business Analysis, Banking, Consulting, Executive Coaching, Change Management, Organizational...
Education
Nebraska Wesleyan University 1987 — 1991
BS, Business
Signalogic, Inc. April 2013 - Present
AmmermanDale, LLC June 2012 - Present
CFO Systems LLC 2012 - Present
Business Development & Marketing 2005 - May 2012
Nica Desarrollo, S.A. 2008 - April 2012
Azor, S.A. January 2009 - May 2010
Numantra April 2005 - November 2008
The Mountain Group, Inc. April 1993 - April 2005
Bozell & Jacobs 1984 - 1993
TM Advertising 1984 - 1993
Skills
Part-Time CFO Services, Business Audits, Debt Restructuring, Controllers, Copywriting, Inventory Audits, Capital Lending, Equity Capital Markets, Strategic Planning, Corporate Finance, Financial Accounting, Budget Process, Capital Budgeting, Profitability..., Mergers, Acquisitions, Strategic Consulting, Strategic Thinking, Think Tank, Creative Strategy, Creative Services, Client Development, Business Strategy, Business Development, Account Management, Account Service, Senior Executive..., Management, Project Management, Project Planning, Project Coordination, CEO Succession, Marketing Communications, Concept Development, Marketing Strategy, Product Marketing, Corporate Branding, Branding & Identity, Cross-functional Team..., Creative Solutions, Senior Management..., Ownership, Marketing Management, Thinking Outside The Box, Management Consulting, New Business Development, Client Presentation, Presentation Development, Advertising Management, Campaign Strategies
Education
Southern Methodist University 1979 — 1984
B.A., English, Political Science & Philosophy
Marist Preparatory High School 1973 — 1979
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
CFO Systems LLC June 2015 - Present
McMahan & Associates, LLC October 2009 - May 2015
KPMG January 2006 - September 2009
Mutual of Omaha May 2005 - December 2005
AKL Consulting January 2003 - May 2005
Skills
Accounting, CPA, Auditing, Consulting, Finance, Financial Reporting, Strategic Consulting, Financial Analysis, Internal Controls, SEC filings, Process Consulting, Valuation, Personal Finance, Assurance, Financial Modeling, External Audit, Business Valuation, Non-profit Volunteer, Sarbanes-Oxley Act, Employee Training, Microsoft Excel, Single Audit, Digital Photography, Mountain Biking, Ski, Mountaineering, Lightspeed, POS
Education
Creighton University 2005 — 2008
MBA
University of Nebraska-Lincoln 2001 — 2004
BSBA, Accounting / Finance / Political Science / History
CFO Systems LLC June 2009 - Present
Kansas Black Farmers Assoc 1999 - 2015
American Harvest (a livestock firm of Dr. H Rhodes) 1990 - 2014
Nebraska Rural Development Commission 2007 - 2010
Nicodemus Flour Co-operative 2007 - 2010
Hurley and Associates 2006 - 2010
FCStone 1989 - 2009
Omaha Philatelic Society 2000 - 2005
Farmers Co-operative Grain Co. - Clarks, NE 1986 - 1989
Pillsbury Co. (Grain Division) 1979 - 1985
Skills
World Wide College of..., Strategic Planning, Financial Analysis, Finance, Corporate Finance, Due Diligence, Business Strategy, Commodity, Risk Management, Accounting, Hedging, Project Management, Investments, Mergers, Trading, Financial Modeling, Portfolio Management, Management Consulting, Options, Strategic Financial..., Business Planning, Corn
Education
Pace University - Lubin School of Business 1968 — 1971
BBA, Finance
New York Institute of Finance 1969 — 1970
CFO Systems, LLC May 2013 - Present
McDermott & Miller November 2007 - May 2013
Dairy Queen May 2005 - November 2007
P&L Capital October 2003 - March 2005
First Premier Bank/Marquette Bank/US Bank March 2000 - September 2003
Skills
Small Business, Banking, Accounting, QuickBooks, Financial Analysis, Finance, Strategic Financial..., Financial Reporting, Budgets, Accounts Receivable, Customer Service, Accounts Payable, Forecasting, Credit, Account Reconciliation, Sales, Financial Statements, General Ledger, Payments, Strategic Planning, Franchising, Auditing, Tax Preparation, Tax
Education
University of Nevada-Reno 1996 — 1999
Bachelor of Science, Accounting
Milbank High School 1990 — 1994
General Studies, General Studies
CFO Systems LLC February 2015 - Present
Rhythm Designs and Dancewear LLC October 2014 - Present
Interpublic Group March 2007 - February 2014
IPG February 2005 - March 2007
IPG January 2002 - January 2005
IPG June 2001 - January 2002
True North Communications, Inc. February 1998 - June 2001
National Futures Association June 1987 - February 1998
Skills
Shared Services, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Internal Audit, Cash Management, Management, Business Process..., Collaboration, Strategic Planning, Forecasting, Financial Analysis, Vendor Management, Revenue Recognition, Financial Services, Sarbanes-Oxley, Budgets, Managerial Finance, SAP, Accounting, Accounts Payable, Mergers & Acquisitions
Education
Bradley University: Foster College of Business
Bachelor of Arts (B.A.), Accounting
Bradley University
Bachelor of Science (B.S.), Computer Science
Total Management Solutions, Inc. October 2013 - Present
AMark Solutions LLC May 2011 - October 2013
CFO Systems LLC 2009 - June 2011
PwC 1997 - 2004
Skills
Sales Management, Marketing, Leadership, Business Development, Human Resources, New Business Development, Sales, Budgets, Contract Negotiation, Real Estate, Strategic Planning, Customer Retention, Sales Process, Business Planning, Insurance, Account Management, Project Planning, Strategy, Management, Team Building, Finance, Business Strategy, Selling, Financial Analysis, Management Consulting
Education
Creighton University 1974 — 1978
BSBA, Marketing and Finance
Creighton University's Heider College of Business 1974 — 1978
BSBA, Marketing/Finance
CFO Systems LLC June 2013 - Present
CFO Omaha, Inc. 2003 - June 2013
Vistage International 2009 - October 2010
MaxWiFi 2002 - 2008
Omaha StateBank 1972 - 1980
Skills
Coaching, Executive Coaching, Strategic Planning, Public Relations, Leadership Development, Small Business, Business Planning, Public Speaking, Team Building, Sales, Start-ups, Banking, Leadership, Sales Management, Fundraising, Budgets, Customer Service, Recruiting, Employee Benefits, Nonprofits, New Business Development, Management, Social Networking, Business Strategy, Organizational..., Government, Management Consulting, Business Development, Team Leadership, Project Planning, Analysis, Contract Negotiation, Training, Finance, Strategy, Consulting, Entrepreneurship, Mergers & Acquisitions, Marketing, Executive Management, Risk Management, Marketing Strategy, Loans, Negotiation, Process Improvement, Insurance
Education
University of Nebraska-Lincoln 1953 — 1957
B.S., Business Administration
Midwest Medical Transport June 2015 - Present
Jet Linx July 2012 - June 2015
CFO Systems, LLC February 2012 - August 2012
TEK Industries (DBA AccuCut & AccuQuilt) 2006 - 2011
infoUSA Inc. 1996 - 2005
FirsTier Financial Inc. 1993 - 1995
Arthur Andersen LLP 1988 - 1993
Skills
Financial Reporting, Financial Analysis, Acquisition Analysis, Due Diligence, SEC reporting, Audit, Internal Audit, Management, Variance Analysis, Financial Modeling, Auditing, Accounting, Mergers & Acquisitions, SEC filings, Corporate Tax, Business Valuation, GAAP, Managerial Finance, CPA, Leadership, Analysis, Internal Controls, US GAAP, Cash Management, Forecasting, Executive Management, Finance, Financial Accounting, Sarbanes-Oxley Act, Enterprise Risk..., Budgets, Tax, Financial Statements, Corporate Finance, Strategic Financial..., SEC Filings
Education
University of Nebraska-Lincoln 1986 — 1988
BSBA, Accounting
University of Nebraska-Lincoln 1984 — 1988
BS, Accounting
CFO Systems LLC September 2014 - Present
The Scoular Company April 2007 - August 2014
Midland Computer, Inc September 2001 - April 2007
Deloitte September 1985 - September 2001
Education
University of Nebraska-Lincoln
CFO Systems LLC February 2014 - Present
Infogroup March 2005 - December 2013
Gateway June 2000 - March 2005
Koch Industries September 1997 - June 2000
Pizza Hut, Inc. (previous subsidiary of PepsiCo) April 1991 - September 1997
Baird, Kurtz, and Dobson January 1988 - March 1991
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, SEC filings, Forecasting, Hiring, Coaching, GAAP, Cash Flow Forecasting, P&L Management, Leadership, Process Improvement, Auditing, Management, Revenue Recognition, SEC Filings, Internal Audit, Account Reconciliation, Financial Statements, Analysis, Finance
Education
The University of Kansas
CFO Systems LLC June 2010 - Present
Supertel Hospitality, Inc January 2004 - December 2009
Corporate Finance Associates January 1995 - January 2004
HGH Associates LTD January 1992 - January 1995
Gerhold Companies January 1978 - January 1992
KPMG January 1968 - January 1978
Skills
Mergers, Contract Negotiation, Mergers & Acquisitions, Start-ups, Management Consulting, Strategic Planning, Accounting, Executive Management, Management, Entrepreneurship, Banking, Auditing, Team Building, Financial Analysis, Finance, Corporate Finance
Education
Creighton University
MBA, Business Administration
University of Nebraska at Omaha
BS, Business Administration