Finance Consultant
Industry: Occupation
DescriptionA financial adviser is a professional who suggests and renders financial services to clients based on their financial situation. In many countries financial advisers have to complete specific training and hold a license to provide advice. Median pay (annual): 89,160 USD (2015) Median pay (hourly): 42.86 USD (2015) Entry level education: Bachelor's degree Projected 10-year growth: 30% (2014) Number of jobs: 249,400 (2014) Similar professions: Real Estate Broker, Insurance Agent, People also search for: Tax advisor, Business consultant,
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Finance Consultant Employees
Employee
Years
Job
Industry
Stephen Christie Stephen Christie's Finance Consultant Experience March 2009 - October 2011
Job Business Analyst American Express SEC & Legal Entity Reporting
Industry Financial Services
Experience
American Express January 2015 - Present
Astoria Bank July 2012 - November 2014
Finance Consultant March 2009 - October 2011
American Express 1981 - 2009
Skills
Financial Analysis, Financial Services, Financial Reporting, Business Analysis, Managerial Finance, Process Improvement, Finance, Strategic Financial..., Variance Analysis, Management, Budgets, CRM, Banking, Financial Forecasting, Financial Planning, Financial Modeling, Forecasting, Analytics, Internal Controls, Corporate Finance, Strategy, Business Strategy, Risk Management
Education
Mercy College 1984 — 1988
Finance, Bachelor Of Science, 3.4
Christopher Columbus HS 1975 — 1978
HS Diploma, Business Administration and Management, General, 3.0
American Express January 2015 - Present
Astoria Bank July 2012 - November 2014
Finance Consultant March 2009 - October 2011
American Express 1981 - 2009
Skills
Financial Analysis, Financial Services, Financial Reporting, Business Analysis, Managerial Finance, Process Improvement, Finance, Strategic Financial..., Variance Analysis, Management, Budgets, CRM, Banking, Financial Forecasting, Financial Planning, Financial Modeling, Forecasting, Analytics, Internal Controls, Corporate Finance, Strategy, Business Strategy, Risk Management
Education
Mercy College 1984 — 1988
Finance, Bachelor Of Science, 3.4
Christopher Columbus HS 1975 — 1978
HS Diploma, Business Administration and Management, General, 3.0
Robert Lerner Robert Lerner's Finance Consultant Experience March 2011 - October 2012
Job VP Finance and Administration at AlienVault
Industry Computer Hardware
Experience
AlienVault June 2013 - May 2015
Aerohive Networks October 2012 - June 2013
Finance Consultant March 2011 - October 2012
Fortinet May 2008 - February 2011
Dexterra, Inc. January 2007 - January 2008
Developer Tools Group, Borland Software July 2006 - December 2006
Siebel Systems February 2004 - May 2006
Megasense March 2001 - February 2004
OnFiber Communications 2000 - 2001
@Home Network 1996 - 2000
Skills
Financial Management, High Growth Companies, Achieving Results, Thought Leadership, Internal Controls, Business Strategy, Operations Management, Treasury, Foreign Exchange..., IPO, Business Analysis, Financial Modeling, Financial Reporting, Mergers, Acquisition Integration, M&A experience, SOX, Budgeting, Business Process..., Budgets, Sarbanes-Oxley Act, Managerial Finance, Mergers & Acquisitions, Accounting, Corporate Finance, Finance, Financial Analysis, Investor Relations, Management, Revenue Recognition, Start-ups, Strategic Financial..., Strategy, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 1974 — 1976
MBA, Finance
Marshall University 1969 — 1973
BBA, Accounting
AlienVault June 2013 - May 2015
Aerohive Networks October 2012 - June 2013
Finance Consultant March 2011 - October 2012
Fortinet May 2008 - February 2011
Dexterra, Inc. January 2007 - January 2008
Developer Tools Group, Borland Software July 2006 - December 2006
Siebel Systems February 2004 - May 2006
Megasense March 2001 - February 2004
OnFiber Communications 2000 - 2001
@Home Network 1996 - 2000
Skills
Financial Management, High Growth Companies, Achieving Results, Thought Leadership, Internal Controls, Business Strategy, Operations Management, Treasury, Foreign Exchange..., IPO, Business Analysis, Financial Modeling, Financial Reporting, Mergers, Acquisition Integration, M&A experience, SOX, Budgeting, Business Process..., Budgets, Sarbanes-Oxley Act, Managerial Finance, Mergers & Acquisitions, Accounting, Corporate Finance, Finance, Financial Analysis, Investor Relations, Management, Revenue Recognition, Start-ups, Strategic Financial..., Strategy, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 1974 — 1976
MBA, Finance
Marshall University 1969 — 1973
BBA, Accounting
Ken Stegina Ken Stegina's Finance Consultant Experience August 2012 - Present
Job Financial forecasting, reporting & analysis
Industry Financial Services
Experience
Finance Consultant August 2012 - Present
Torchlight Investors February 2011 - June 2012
Financial Consultant (Banking) March 2008 - February 2011
Lydian Private Bank October 1999 - February 2008
Enterprise Bank (ENBPB) July 1996 - October 1999
BankSouth 1990 - 1996
Skills
Financial Modeling, Financial Reporting, Corporate Finance, Capital Markets, Cash Management, Accounting, Treasury, Private Equity, Financial Audits, General Ledger, Budgets
Education
The University of Connecticut 1981 — 1985
BA, Economics
Finance Consultant August 2012 - Present
Torchlight Investors February 2011 - June 2012
Financial Consultant (Banking) March 2008 - February 2011
Lydian Private Bank October 1999 - February 2008
Enterprise Bank (ENBPB) July 1996 - October 1999
BankSouth 1990 - 1996
Skills
Financial Modeling, Financial Reporting, Corporate Finance, Capital Markets, Cash Management, Accounting, Treasury, Private Equity, Financial Audits, General Ledger, Budgets
Education
The University of Connecticut 1981 — 1985
BA, Economics
Fernando Sauceda Fernando Sauceda's Finance Consultant Experience 2008 - Present
Job Board Member at Financial Executives International
Industry Consumer Goods
Experience
Financial Executives International - Orange County July 2013 - Present
Council on Aging Orange Co June 2011 - Present
Saddleback Church 2009 - Present
Finance Consultant 2008 - Present
Sunrun March 2014 - October 2014
Ricoh Electronics, Inc - Ricoh Americas Corporation July 2011 - January 2014
Carrier Corporation 2009 - 2010
InSight Health Corp. 2006 - 2008
Gateway Computers 2004 - 2006
Thales Avionics 2003 - 2004
Skills
M&A experience, Corporate Finance, Financial Planning, Excel, Oracle, SAP, Quickbooks, Budget Development, Planning, Capex, Operation, Cost Savings, Financial Analysis, Forecasting, P&L, Budgeting, P&L Management, Strategic Planning, Financial Management, Team Building, Contract Negotiations, Mergers, Financial Modeling, Cross-functional Team..., Business Strategy, Cost Reduction, Contract Negotiation, Managerial Finance, Budgets, Strategic Financial..., Income Statement, Project Planning, Microsoft Excel, QuickBooks, Accounting, Analysis, Management, Finance, Process Improvement, Negotiation, Business Analysis, Business Planning, Financial Reporting, Restructuring, Sarbanes-Oxley Act, Change Management, Team Leadership, Risk Management, Start-ups, Management Consulting
Education
California State University-Fullerton - College of Business and Economics
BA, Accounting
Keller Graduate School of Management
MBA, Finance
Whittier Christian High School
Whittier Christian High School
Financial Executives International - Orange County July 2013 - Present
Council on Aging Orange Co June 2011 - Present
Saddleback Church 2009 - Present
Finance Consultant 2008 - Present
Sunrun March 2014 - October 2014
Ricoh Electronics, Inc - Ricoh Americas Corporation July 2011 - January 2014
Carrier Corporation 2009 - 2010
InSight Health Corp. 2006 - 2008
Gateway Computers 2004 - 2006
Thales Avionics 2003 - 2004
Skills
M&A experience, Corporate Finance, Financial Planning, Excel, Oracle, SAP, Quickbooks, Budget Development, Planning, Capex, Operation, Cost Savings, Financial Analysis, Forecasting, P&L, Budgeting, P&L Management, Strategic Planning, Financial Management, Team Building, Contract Negotiations, Mergers, Financial Modeling, Cross-functional Team..., Business Strategy, Cost Reduction, Contract Negotiation, Managerial Finance, Budgets, Strategic Financial..., Income Statement, Project Planning, Microsoft Excel, QuickBooks, Accounting, Analysis, Management, Finance, Process Improvement, Negotiation, Business Analysis, Business Planning, Financial Reporting, Restructuring, Sarbanes-Oxley Act, Change Management, Team Leadership, Risk Management, Start-ups, Management Consulting
Education
California State University-Fullerton - College of Business and Economics
BA, Accounting
Keller Graduate School of Management
MBA, Finance
Whittier Christian High School
Whittier Christian High School
Adam Portney Adam Portney's Finance Consultant Experience December 2011 - Present
Job Finance and Real Estate Consultant
Industry Financial Services
Experience
Finance Consultant December 2011 - Present
Northwestern Mutual Financial Network January 2011 - December 2011
Pyramis Global Advisors June 2008 - December 2008
Bain Capital February 2005 - November 2006
US Bank January 2003 - February 2005
State Street December 1998 - January 2003
Perspectives Corporation September 1996 - December 1998
Skills
Budgeting, Financial Reporting, Financial Analysis, Financial Modeling, Bloomberg, Valuation, Investments, Asset Management, Excel, PowerPoint, Forecasting, Fixed Income, Pricing, Equities, Word, Financial Planning, Competitive Analysis, Analysis, Corporate Finance, Outlook, Data Analysis, Strategic Planning, Alternative Investments, Microsoft Office, Wealth Management, Compliance, Business Strategy, Securities, Problem Solving, Asset Allocation, Asset Managment, Budgets, Banking, Portfolio Management, Bonds, Derivatives, Leadership, Strategic Financial..., Microsoft Word
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA
University of Rhode Island 1993 — 1997
BA
Jerusalem Fellowship Program 1997 — 1997
Finance Consultant December 2011 - Present
Northwestern Mutual Financial Network January 2011 - December 2011
Pyramis Global Advisors June 2008 - December 2008
Bain Capital February 2005 - November 2006
US Bank January 2003 - February 2005
State Street December 1998 - January 2003
Perspectives Corporation September 1996 - December 1998
Skills
Budgeting, Financial Reporting, Financial Analysis, Financial Modeling, Bloomberg, Valuation, Investments, Asset Management, Excel, PowerPoint, Forecasting, Fixed Income, Pricing, Equities, Word, Financial Planning, Competitive Analysis, Analysis, Corporate Finance, Outlook, Data Analysis, Strategic Planning, Alternative Investments, Microsoft Office, Wealth Management, Compliance, Business Strategy, Securities, Problem Solving, Asset Allocation, Asset Managment, Budgets, Banking, Portfolio Management, Bonds, Derivatives, Leadership, Strategic Financial..., Microsoft Word
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA
University of Rhode Island 1993 — 1997
BA
Jerusalem Fellowship Program 1997 — 1997
Stephen Spritzer, CPA Stephen Spritzer, CPA's Finance Consultant Experience 1993 - 2007
Job CFO | VP of Finance | Treasurer | Controller
Industry Accounting
Experience
smspritzer@gmail.com 2011 - Present
The Clark Group Inc./ Clark Holdings Inc. February 2007 - August 2011
Finance Consultant 1993 - 2007
Victoria Station Restaurant Group 1987 - 1992
Protect Services Industries (Security Systems) 1986 - 1987
United Press International (Printing and Broadcasting) 1984 - 1985
Deloitte & Touche 1978 - 1984
Skills
Financial Analysis, Business Planning, Strategic Planning, Cash Management, Cash Flow Forecasting, SEC filings, Business Process..., Reorganisation, Leveraged Finance, Business Acquisition, Turnaround Experience, Creative Solutions, Special Purpose..., Mergers, Mergers & Acquisitions, Strategic Financial..., Finance, Restructuring, Financial Modeling, Financial Reporting, Accounting, Management, Strategy, Analysis, Executive Management, Forecasting, Managerial Finance, Internal Controls, Cost Accounting
Education
The University of Chicago Booth School of Business 1976 — 1978
MBA, Accounting and Finance
Hamilton College 1972 — 1976
BA, Economics
London School of Economics and Political Science 1974 — 1975
Study Abroad, Economic Analysis, Mathematical Economics and Economic History
smspritzer@gmail.com 2011 - Present
The Clark Group Inc./ Clark Holdings Inc. February 2007 - August 2011
Finance Consultant 1993 - 2007
Victoria Station Restaurant Group 1987 - 1992
Protect Services Industries (Security Systems) 1986 - 1987
United Press International (Printing and Broadcasting) 1984 - 1985
Deloitte & Touche 1978 - 1984
Skills
Financial Analysis, Business Planning, Strategic Planning, Cash Management, Cash Flow Forecasting, SEC filings, Business Process..., Reorganisation, Leveraged Finance, Business Acquisition, Turnaround Experience, Creative Solutions, Special Purpose..., Mergers, Mergers & Acquisitions, Strategic Financial..., Finance, Restructuring, Financial Modeling, Financial Reporting, Accounting, Management, Strategy, Analysis, Executive Management, Forecasting, Managerial Finance, Internal Controls, Cost Accounting
Education
The University of Chicago Booth School of Business 1976 — 1978
MBA, Accounting and Finance
Hamilton College 1972 — 1976
BA, Economics
London School of Economics and Political Science 1974 — 1975
Study Abroad, Economic Analysis, Mathematical Economics and Economic History
Chris Sowder, CPA Chris Sowder, CPA's Finance Consultant Experience January 2013 - March 2015
Job CFO at Stone's Cove KitBar
Industry Management Consulting
Experience
Stone's Cove KitBar May 2014 - Present
Finance Consultant January 2013 - March 2015
Georgetown University's McDonough School of Business August 2012 - April 2014
The Siegfried Group LLP July 2004 - April 2012
Kaiser Foundation Health Plan September 2002 - April 2004
KPMG September 1998 - August 2002
PricewaterhouseCoopers September 1996 - September 1998
Skills
Hyperion Reports, Smartview, GAAP, SOX, Internal Audit, Auditing, Financial Analysis, US GAAP, Process Improvement, Consolidation, Financial Accounting, Risk Assessment, Excel, Non-profits, Audit, Microsoft Excel, Sarbanes-Oxley Act, Hyperion Enterprise, Lawson General Ledger, Sales, New Business Development, Finance, Financial Reporting, Corporate Recruiting, Franchise Consulting, Mergers & Acquisitions, Risk Management, Leadership, Start-ups, Revenue Recognition, Nonprofits
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
George Mason University 1991 — 1996
BS, Accounting
Poquoson High School 1987 — 1991
Stone's Cove KitBar May 2014 - Present
Finance Consultant January 2013 - March 2015
Georgetown University's McDonough School of Business August 2012 - April 2014
The Siegfried Group LLP July 2004 - April 2012
Kaiser Foundation Health Plan September 2002 - April 2004
KPMG September 1998 - August 2002
PricewaterhouseCoopers September 1996 - September 1998
Skills
Hyperion Reports, Smartview, GAAP, SOX, Internal Audit, Auditing, Financial Analysis, US GAAP, Process Improvement, Consolidation, Financial Accounting, Risk Assessment, Excel, Non-profits, Audit, Microsoft Excel, Sarbanes-Oxley Act, Hyperion Enterprise, Lawson General Ledger, Sales, New Business Development, Finance, Financial Reporting, Corporate Recruiting, Franchise Consulting, Mergers & Acquisitions, Risk Management, Leadership, Start-ups, Revenue Recognition, Nonprofits
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
George Mason University 1991 — 1996
BS, Accounting
Poquoson High School 1987 — 1991
Cassandra Beckford-Aitcheson Cassandra Beckford-Aitcheson's Finance Consultant Experience July 2005 - Present
Job Analytical, Proactive, Professional Accountant
Industry Accounting
Experience
Finance Consultant July 2005 - Present
Webster Bank Arena - Harbor Yard Sports and Entertainment March 2011 - May 2014
Webster Bank Arena - Centerplate September 2001 - March 2011
Greenwood Publi August 1998 - August 2001
Skills
Budgeting & Forecasting, Monthly Close Process, Payroll, Accounts Payable, Finance, Financial Reporting, Financial Accounting, Financial Analysis, Financial Audits, Variance Analysis, Cash Flow, Consolidation, US GAAP, Revenue Recognition, Internal Controls, Cash Flow Forecasting, Bank Reconciliation, Management Accounting, Staff Supervision, Accounts Receivable, Accounting, Budgets, General Ledger
Education
Sacred Heart University 1998 — 2001
Bachelor of Science, Accounting
Housatonic Community College
Associate's Degree, Accounting
Finance Consultant July 2005 - Present
Webster Bank Arena - Harbor Yard Sports and Entertainment March 2011 - May 2014
Webster Bank Arena - Centerplate September 2001 - March 2011
Greenwood Publi August 1998 - August 2001
Skills
Budgeting & Forecasting, Monthly Close Process, Payroll, Accounts Payable, Finance, Financial Reporting, Financial Accounting, Financial Analysis, Financial Audits, Variance Analysis, Cash Flow, Consolidation, US GAAP, Revenue Recognition, Internal Controls, Cash Flow Forecasting, Bank Reconciliation, Management Accounting, Staff Supervision, Accounts Receivable, Accounting, Budgets, General Ledger
Education
Sacred Heart University 1998 — 2001
Bachelor of Science, Accounting
Housatonic Community College
Associate's Degree, Accounting
Cindi O'Sullivan Cindi O'Sullivan's Finance Consultant Experience January 2013 - September 2014
Job Director at The Corridor Group
Industry Financial Services
Experience
The Corridor Group October 2014 - Present
Finance Consultant January 2013 - September 2014
Mahoney Sabol & Company, LLP November 2008 - December 2012
Critical Homecare Solutions September 2006 - November 2008
Professional Home Care Services September 2003 - September 2006
Homecare Management Strategies, Inc. June 1997 - September 2003
Skills
Accounting, Tax, Financial Reporting, Mergers, Aquisition, Auditing, Non-profits, Financial Analysis, GAAP, General Ledger, Microsoft Excel, Intacct, QuickBooks, UltraTax, Mergers & Acquisitions, Income Tax, Tax Accounting, Tax Preparation, Internal Controls, Management
Education
Becker College
Accounting
Quinnipiac University
Accounting
The Corridor Group October 2014 - Present
Finance Consultant January 2013 - September 2014
Mahoney Sabol & Company, LLP November 2008 - December 2012
Critical Homecare Solutions September 2006 - November 2008
Professional Home Care Services September 2003 - September 2006
Homecare Management Strategies, Inc. June 1997 - September 2003
Skills
Accounting, Tax, Financial Reporting, Mergers, Aquisition, Auditing, Non-profits, Financial Analysis, GAAP, General Ledger, Microsoft Excel, Intacct, QuickBooks, UltraTax, Mergers & Acquisitions, Income Tax, Tax Accounting, Tax Preparation, Internal Controls, Management
Education
Becker College
Accounting
Quinnipiac University
Accounting
Sudip Dutta Sudip Dutta's Finance Consultant Experience December 2012 - December 2013
Job Finance Director at Mike Honda for Congress
Industry Political Organization
Experience
Mike Honda for Congress January 2014 - Present
Finance Consultant December 2012 - December 2013
Walter Dalton for Governor 2012 - November 2012
Rick Nolan for Congress 2012 - June 2012
David Pollock for Congress 2011 - 2012
VA House Race 2011 - 2011
Kim Wallin for Nevada State Controller 2010 - 2010
Andrew Cuomo 2010 2008 - 2009
Berger Hirschberg Strategies 2008 - 2008
Virginia Senate Democratic Caucus 2007 - 2007
Skills
Political Campaigns, Coalitions, Politics, Legislative Relations, Public Policy, Message Development, Community Outreach, Campaigns, Volunteer Management, Fundraising, Strategic Communications, NGP, Grassroots Organizing, Political Science, Political Consulting, Legislation, Community Organizing, Political Communication, Public Relations, Government, International Relations, Legislative Research, GOTV, Political Management, Voter Contact, Public Affairs, Political Organization, Governmental Affairs, Political Strategy, Votebuilder, Speech Writing, Canvassing, Intranet Quorum, Constituent Services, Campaign Finance, Campaign Strategies, Policy Research, Community Development, Grassroots
Education
Charles E. Jordan High School
North Carolina State University
Mike Honda for Congress January 2014 - Present
Finance Consultant December 2012 - December 2013
Walter Dalton for Governor 2012 - November 2012
Rick Nolan for Congress 2012 - June 2012
David Pollock for Congress 2011 - 2012
VA House Race 2011 - 2011
Kim Wallin for Nevada State Controller 2010 - 2010
Andrew Cuomo 2010 2008 - 2009
Berger Hirschberg Strategies 2008 - 2008
Virginia Senate Democratic Caucus 2007 - 2007
Skills
Political Campaigns, Coalitions, Politics, Legislative Relations, Public Policy, Message Development, Community Outreach, Campaigns, Volunteer Management, Fundraising, Strategic Communications, NGP, Grassroots Organizing, Political Science, Political Consulting, Legislation, Community Organizing, Political Communication, Public Relations, Government, International Relations, Legislative Research, GOTV, Political Management, Voter Contact, Public Affairs, Political Organization, Governmental Affairs, Political Strategy, Votebuilder, Speech Writing, Canvassing, Intranet Quorum, Constituent Services, Campaign Finance, Campaign Strategies, Policy Research, Community Development, Grassroots
Education
Charles E. Jordan High School
North Carolina State University
Ramesh Kolachalam Ramesh Kolachalam's Finance Consultant Experience December 2013 - May 2014
Job
Industry Computer Networking
Experience
FireEye, Inc. June 2014 - Present
Finance Consultant December 2013 - May 2014
JDSU July 2013 - November 2013
Cisco Systems April 2012 - June 2013
Cisco Systems September 2010 - April 2012
Cisco Systems May 2006 - September 2010
Cisco Systems February 2002 - May 2006
Cisco Systems May 2000 - February 2002
Campio Communications October 1999 - May 2000
Stonebridge Technologies 1998 - 1999
Skills
Corporate Finance, Supply Chain, Logistics, Value Engineering, Sarbanes-Oxley Act, Tax, Supply Chain Management, Essbase, Acquisition Integration, Consolidation, Variance Analysis, US GAAP, Forecasting, Cost Accounting
Education
San Jose State University 2010 — 2012
Master's degree
CPA, Illinois
Sri Venkateswara University
BS
The Institute of Chartered Accountants of India
CA
FireEye, Inc. June 2014 - Present
Finance Consultant December 2013 - May 2014
JDSU July 2013 - November 2013
Cisco Systems April 2012 - June 2013
Cisco Systems September 2010 - April 2012
Cisco Systems May 2006 - September 2010
Cisco Systems February 2002 - May 2006
Cisco Systems May 2000 - February 2002
Campio Communications October 1999 - May 2000
Stonebridge Technologies 1998 - 1999
Skills
Corporate Finance, Supply Chain, Logistics, Value Engineering, Sarbanes-Oxley Act, Tax, Supply Chain Management, Essbase, Acquisition Integration, Consolidation, Variance Analysis, US GAAP, Forecasting, Cost Accounting
Education
San Jose State University 2010 — 2012
Master's degree
CPA, Illinois
Sri Venkateswara University
BS
The Institute of Chartered Accountants of India
CA
Denise Gowdy's Finance Consultant Experience February 2012 - July 2012
Job Sr. Accounting Professional
Industry Accounting
Experience
Coca-Cola Refreshments September 2012 - Present
Finance Consultant February 2012 - July 2012
AT&T Mobility July 2010 - February 2012
Equifax July 2007 - July 2010
Columbian Chemicals Company July 2005 - July 2007
Callaway Partners, MDI October 2003 - July 2005
Mirant Corporation June 2002 - November 2003
Carecentric Inc. June 2001 - June 2002
Scana Energy 1998 - 2000
Ciba Vision 1989 - 1994
Skills
Variance Analysis, Management, Forecasting, Accounting, Budget
Education
Mercer University - Stetson School of Business and Economics 1990 — 1993
MBA, Finance
Arizona State University - W. P. Carey School of Business 1981 — 1985
B.S., Business Admin. Accounting
Coca-Cola Refreshments September 2012 - Present
Finance Consultant February 2012 - July 2012
AT&T Mobility July 2010 - February 2012
Equifax July 2007 - July 2010
Columbian Chemicals Company July 2005 - July 2007
Callaway Partners, MDI October 2003 - July 2005
Mirant Corporation June 2002 - November 2003
Carecentric Inc. June 2001 - June 2002
Scana Energy 1998 - 2000
Ciba Vision 1989 - 1994
Skills
Variance Analysis, Management, Forecasting, Accounting, Budget
Education
Mercer University - Stetson School of Business and Economics 1990 — 1993
MBA, Finance
Arizona State University - W. P. Carey School of Business 1981 — 1985
B.S., Business Admin. Accounting
Dilworthy Mandhlazi, CISA's Finance Consultant Experience April 2009 - October 2010
Job Senior Field & Operations Auditor Northeast Region at United Rentals
Industry Financial Services
Experience
United Rentals January 2013 - Present
United Rentals November 2010 - December 2012
Finance Consultant April 2009 - October 2010
McGladrey & Pullen October 2007 - March 2009
Murray and Roberts April 2007 - September 2007
Lafarge May 2006 - March 2007
CFI Holdings Ltd July 2005 - April 2006
Deloitte January 2001 - May 2005
Skills
Financial Accounting, Internal Controls, IFRS, Financial Reporting, Auditing, Process Improvement, Financial Analysis, US GAAP, Accounting, External Audit, Sarbanes-Oxley Act, Internal Audit
Education
University of South Africa/Universiteit van Suid-Afrika 2005 — 2006
Post Graduate Diploma, Auditing
University of South Africa/Universiteit van Suid-Afrika 2001 — 2005
Bachelor of Science, Accounting & Auditing
United Rentals January 2013 - Present
United Rentals November 2010 - December 2012
Finance Consultant April 2009 - October 2010
McGladrey & Pullen October 2007 - March 2009
Murray and Roberts April 2007 - September 2007
Lafarge May 2006 - March 2007
CFI Holdings Ltd July 2005 - April 2006
Deloitte January 2001 - May 2005
Skills
Financial Accounting, Internal Controls, IFRS, Financial Reporting, Auditing, Process Improvement, Financial Analysis, US GAAP, Accounting, External Audit, Sarbanes-Oxley Act, Internal Audit
Education
University of South Africa/Universiteit van Suid-Afrika 2005 — 2006
Post Graduate Diploma, Auditing
University of South Africa/Universiteit van Suid-Afrika 2001 — 2005
Bachelor of Science, Accounting & Auditing
Martin Catron's Finance Consultant Experience April 2010 - September 2015
Job Chief Financial Officer at Colorado Choice Health Plans
Industry Insurance
Experience
Colorado Choice Health Plans September 2015 - Present
Finance Consultant April 2010 - September 2015
Aureus Group August 2011 - August 2015
Sterling Life Insurance Company April 2006 - March 2010
Accume Partners / Ullico Inc. April 2004 - April 2006
Inviva, Inc. July 2000 - July 2003
Swiss Re Life & Health America September 1996 - April 1999
Deloitte & Touche January 1986 - December 1990
Skills
Planning Budgeting &..., Process Improvement, Statutory Accounting, US GAAP reporting, International Financial..., Statutory Audit, Financial Systems Design, Financial System..., Financial Systems, Accounting Management, Treasury Management, Mergers & Acquisitions, Sarbanes-Oxley, Business Process, Insurance Background, Internal Controls, Internal Audit, Executive Management
Education
Binghamton University 1983 — 1985
BS, Accounting
Colorado Choice Health Plans September 2015 - Present
Finance Consultant April 2010 - September 2015
Aureus Group August 2011 - August 2015
Sterling Life Insurance Company April 2006 - March 2010
Accume Partners / Ullico Inc. April 2004 - April 2006
Inviva, Inc. July 2000 - July 2003
Swiss Re Life & Health America September 1996 - April 1999
Deloitte & Touche January 1986 - December 1990
Skills
Planning Budgeting &..., Process Improvement, Statutory Accounting, US GAAP reporting, International Financial..., Statutory Audit, Financial Systems Design, Financial System..., Financial Systems, Accounting Management, Treasury Management, Mergers & Acquisitions, Sarbanes-Oxley, Business Process, Insurance Background, Internal Controls, Internal Audit, Executive Management
Education
Binghamton University 1983 — 1985
BS, Accounting
Justin Richardson, CPA's Finance Consultant Experience October 2014 - August 2015
Job Financial Controller at EnSoftek
Industry Financial Services
Experience
EnSoftek September 2015 - Present
Finance Consultant October 2014 - August 2015
Comp View, Inc. June 2012 - September 2014
Mack, Roberts & Company January 2009 - June 2012
Grant Thornton June 2006 - December 2008
Alamo Christian Assembly 1999 - 2000
Skills
Auditing, GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, US GAAP, Revenue Recognition, Accounting, CPA, SEC filings, General Ledger, Financial Accounting, Financial Statements, Tax, Financial Analysis, Internal Audit, Finance, Analysis, Tax Preparation, Cash Flow, Fixed Assets, QuickBooks, Variance Analysis, Tax Accounting, Management, Corporate Budgeting, Contracts, Financial Audits, Cost Accounting, Corporate Tax
Education
University of Oregon 2006 — 2007
MAcc, Accounting
University of Oregon 2002 — 2006
BS, Accounting/Business Administration
EnSoftek September 2015 - Present
Finance Consultant October 2014 - August 2015
Comp View, Inc. June 2012 - September 2014
Mack, Roberts & Company January 2009 - June 2012
Grant Thornton June 2006 - December 2008
Alamo Christian Assembly 1999 - 2000
Skills
Auditing, GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, US GAAP, Revenue Recognition, Accounting, CPA, SEC filings, General Ledger, Financial Accounting, Financial Statements, Tax, Financial Analysis, Internal Audit, Finance, Analysis, Tax Preparation, Cash Flow, Fixed Assets, QuickBooks, Variance Analysis, Tax Accounting, Management, Corporate Budgeting, Contracts, Financial Audits, Cost Accounting, Corporate Tax
Education
University of Oregon 2006 — 2007
MAcc, Accounting
University of Oregon 2002 — 2006
BS, Accounting/Business Administration
Benoit Tremblay's Finance Consultant Experience June 2014 - September 2015
Job Directeur Finance corporative & Consolidation at Danone Canada Inc.
Industry Consumer Goods
Experience
Danone Canada Inc. September 2015 - Present
Finance Consultant June 2014 - September 2015
Alstom Énergie & Transport Canada Inc. November 2009 - January 2013
Alstom Hydro Canada Inc August 2006 - November 2009
Alstom Power September 2003 - July 2006
Alstom Power November 1998 - June 2003
ABB 1988 - 1998
Skills
Leadership, Financial Analysis, Business Strategy, Mergers & Acquisitions, Internal Controls, Forecasting, Cost Control, Risk Management, Strategic Planning, ERP, Change Management, Budgeting, Process Improvement, Mergers, Performance Management, External audit
Education
Université du Québec à Montréal 1983 — 1986
Bachelier, Finance
Danone Canada Inc. September 2015 - Present
Finance Consultant June 2014 - September 2015
Alstom Énergie & Transport Canada Inc. November 2009 - January 2013
Alstom Hydro Canada Inc August 2006 - November 2009
Alstom Power September 2003 - July 2006
Alstom Power November 1998 - June 2003
ABB 1988 - 1998
Skills
Leadership, Financial Analysis, Business Strategy, Mergers & Acquisitions, Internal Controls, Forecasting, Cost Control, Risk Management, Strategic Planning, ERP, Change Management, Budgeting, Process Improvement, Mergers, Performance Management, External audit
Education
Université du Québec à Montréal 1983 — 1986
Bachelier, Finance
Joseph Nicolia's Finance Consultant Experience April 2011 - Present
Job Accounts Payable Analyst at Lindley Acquisition Corp.
Industry Financial Services
Experience
Lindley Acquisition Corp. November 2013 - Present
Finance Consultant April 2011 - Present
Health Net of the Northeast August 2001 - January 2011
Peoples United Bank January 1997 - August 2001
Peoples United Bank June 1996 - January 1997
Foot Locker February 1994 - June 1996
Skills
Financial Reporting, Forecasting, Budgeting, Planning, Project Planning, Budgets, Cross-functional Team..., Insurance, Finance, Performance Management, General Ledger, Financial Forecasting, Customer Service, Financial Analysis, Software Documentation, Process Improvement, Analysis, Access, Accounting, Microsoft Excel
Education
Sacred Heart University 1989 — 1993
Bachelor of Science, Finance
Lindley Acquisition Corp. November 2013 - Present
Finance Consultant April 2011 - Present
Health Net of the Northeast August 2001 - January 2011
Peoples United Bank January 1997 - August 2001
Peoples United Bank June 1996 - January 1997
Foot Locker February 1994 - June 1996
Skills
Financial Reporting, Forecasting, Budgeting, Planning, Project Planning, Budgets, Cross-functional Team..., Insurance, Finance, Performance Management, General Ledger, Financial Forecasting, Customer Service, Financial Analysis, Software Documentation, Process Improvement, Analysis, Access, Accounting, Microsoft Excel
Education
Sacred Heart University 1989 — 1993
Bachelor of Science, Finance
Registered Nurse
RN
Web Developer
Customer Service Representative
Physician Assistant
Customer Service Associates
Elementary School Teacher
Construction Management