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Fractional CFO Services - Part Time | Project | Interim

Here is a sampling of key resources available to serve you through Accountant's One. Let us help you identify the right resource at the right time.

David Horn Part-time CFO | "C" Level Project Work| Interim Executive Services

Specializing in delivering near term value

CPA/MBA, Big 4 with extensive experience in professional, healthcare service and manufacturing organizations

 What recent PROJECT client said about David: “refreshing” ... “thinks outside the box”... is “really smart but doesn’t wear it on his sleeve”... “within a couple days work, delivered a thorough assessment of my company that was ‘spot on.”

Some highlights -

  • Experienced in capital raises, product line profitability studies, activity based costing, finance department redesign, due diligence readiness, valuations, rapid accounting close, sales-to-cash cycle, procure-to-pay cycle, operational improvements, impairment testing, post-merger integration, restructuring legal entities, revenue recognition, and launch of a hedge fund -- in a wide variety of private and public company clients in ā€œCā€ level consulting roles.
  • Grew revenue from $25M to $100M in a Professional Services firm
  • Restructured balance sheet of a $325 million Hospital system -- liberating $20M of cash
  • Developed strategic initiative economics -- resulting turnaround reforecast for a 450 bed hospital that led to a successful merger with a major system
  • Led investment banking efforts in the accounts receivable management space, preparing detailed financial model and confidential offering memorandum
  • Negotiated $65 million borrowing facility at rates below prime for a privately held $400 million international food trader
  • Raised over $500 million in debt and equity capital across a wide range of industries
  • Refinanced minority-owned business with an Atlanta commercial bank and the Small Business Administration
  • Negotiated successful outsourced supply chain program for a highly leveraged process industry -- returning 1000% to investors over three years
  • Selected and implemented ERP system for $30 million discrete manufacturer

Industry Strengths

  • Healthcare
  • Manufacturing
  • Professional Services

Functional Strengths

  • Accounting and financial leadership
  • Financial planning and analysis
  • Information systems
  • Raising debt and equity capital
  • Mergers & Acquisitions
  • SEC reporting
  • Compliance
  • Supply chain management
  • Financial controls
  • Financial modeling and strategic planning
  • Cost accounting
  • Profitability management

Janice - Part Time / Project CFO

Entrepreneurial CPA with excellent professional references with 25 years total experience in a variety of industries in the Atlanta area ranging in size from $5M to $880M revenues.

A professional reference described her as “Incredibly resourceful, intelligent and technically savvy... thorough and very personable at working with all levels of the organization... was amazed how she developed operating processes from scratch for new programs and lines of business.”

Some highlights -

  • Drove significant gains in revenues and bottom line profits for a $45M Services company by reorganizing Accounting, Operational Reporting, Budgeting and Forecasting, Cost Reporting, and Systems.
  • Formally recognized by the Board of Directors with a Resolution expressing their appreciation for her exemplary service as VP of Finance and CFO with respect to: her work with outside auditors; focus on automation leading to significant growth without additional personnel; aptitude for helping other department managers streamline financial aspects of their operations; and her legacy of leaving behind a much stronger accounting and financial staff.
  • Broad background in leading organizations through start-up, change, turnaround, and accelerated growth involving multiple companies in multi-state locations.
  • Experienced in starting and marketing businesses through all types of media; has successfully launched two diverse startups since 2008.
  • Has researched foreign and domestic tax issues, cash and asset management, audit relations, insurance valuations, and operating performance.
  • Industries include metals Manufacturing, Food Franchising, Credit Services, Consulting Services, Wholesale/Distribution, Non-Profit organizations, and public accounting.
  • Technical skills:  Sage, Great Plains, Horizon, FAS, Peachtree, QuickBooks, Quicken, MS, FACTS, BST relational DB, Creative Solutions, MAS 200, FRX, Lawson, and Blackbaud.

Industry Strengths

  • Manufacturing
  • Distribution
  • Services
  • Non-profit

Functional Strengths

  • Strategic and Financial Planning
  • Performance and Productivity Measurement
  • Operations Improvement
  • Capital, Cash and Expense Management
  • Finance and Organizational Development
  • Financial Reporting Improvements
  • Turnarounds
  • Board Services

James R. Pews, CPA, CGMA, MBAJamie - Part Time / Project CFO or Controller

CPA & MBA (summa cum laude), ‘Big 4’, Chartered Global Management Accountant, Quickbooks ProAdvisor!

A recent client said: “He’s more than just an accountant...really understands business...from strategic and operational perspectives... looks across all functions...works well on an executive team; provides strong measure of accountability.

Some highlights -

  • Experience includes over 21 years working with private businesses in the $1M - $100M range.
  • Assists entrepreneurs and existing small businesses in reducing their investment requirement and risk, while accelerating their venture to profitability.
  • Financial and Operational services offered are entity formation and registration, business plan development, web design and SEO, email marketing, social media and online branding, cash forecasting, financing negotiation, budgeting, IT systems setup and training, and CPA tax research and return preparation.
  • Experience includes 4 years as CFO of commercial roofing and sheet metal contractor, Corporate Controller & Operations Director of advertising agency, Corporate Controller of management company for medical clinics, and U.S. Controller for real estate developer with properties in Canada and the Bahamas.
  • Has also held positions of District Controller of 24 heavy equipment rental stores across 6 states, and Plant Controller of a steel foundry.
  • Reduced delinquent receivables from 17% to 4%; maintained staffing levels during 50% sales growth; reduced monthly close from 15 to 6 business days.
  • Extensive experience in staff supervision, mergers and acquisitions, due diligence, and industries to include Accounting Services & CPA, consulting, construction, high technology, manufacturing, mortgage services, travel, and property management.

Industry Strengths

  • Accounting Services
  • Services Industry
  • Construction
  • Advertising
  • Consulting

Functional Strengths

  • Due Diligence
  • Process Improvement
  • Project Leadership
  • Turnarounds
  • Roll ups
  • Controllership
  • Financing & Contract Review
  • AR Collections
  • Insurance Procurement

Joe AielliJoe - Part Time / Project CFO

Extensive experience in manufacturing and distribution, successful at working with small business CEO’s to formulate and implement strategic, organizational and financial measures to promote growth and improve business and financial performance.

The CEO of a client said about this CFO: “Great work! In a very short time, he assessed our internal situation, developed action plans and worked with us to address critical needs for growth.”

Some highlights -

  • Over 12 years of experience as CFO with firms ranging in size from $90M to $1.5B. Eight years management and financial consulting for companies ranging from $2.5M to $20M.
  • Experienced in mergers and acquisitions, divestitures, capital raises, product line profitability studies, finance and IT department redesign, due diligence readiness, cash/business forecasting, operational improvements, post-merger integration, turnaround and organizational restructuring, -- in a wide variety of company clients in “C” level consulting roles.
  • What a recent PROJECT client said: Great perspective and value! He quickly made us aware of business and financial matters that would affect our growth plans if not addressed. We should have brought him in sooner!
  • Consulted with CEO and CFO of $180M manufacturer, turning around a cash strapped, unprofitable operation over a 15 month period, resulting in a $13M improvement, including refinancing of a $40 million debt and operating line.
  • Developed and implemented a $6M turnaround plan for a distribution company, which included productivity improvements, operational restructuring and consolidation and centralization of administrative and accounting functions.
  • Developed the business prospectus and oversaw the due diligence for the successful sale of a $400M food distributor.
  • Led the due diligence, negotiations, acquisition and integration of a $50M manufacturer, with an immediate profitable impact.
  • Aggressively managed a business through bankruptcy, improving cash flow by $5M, ultimately leading to the successful sale.
  • Shortened monthly close, developed cash and financial planning process, and worked with the CEO to address a key strategic issue for a rapidly growing $2.5M family owned business.
  • Strengthened accounting processes and organization, developed business and cash plan and refinanced debt and operating line for a $10M family owned business.

Industry Strengths

  • Food
  • Consumer
  • Retail Franchises
  • Light Manufacturing
  • Wholesale Distribution
  • Construction, Sub-contractors

Functional Strengths

  • Strategic & Financial Planning
  • Financial Reporting Improvements
  • Capital, Cash & Expense Management
  • Business, Organizational & Debt Restructuring
  • Strategic & Annual Planning
  • Performance & Productivity Measurement
  • Finance, Accounting & IT Organizational Development
  • IT Implementation & Upgrades
  • Turnaround Management

Sydney - Part Time / Project Controller or CFO

MBA in Accounting and Taxation with extensive experience in education, manufacturing, consulting, non-profit, and real estate organizations!
What recent client said about Sydney: “Really sharp... does fantastic work...perfect solution for our needs”


Some highlights -

  • Perform all accounting functions with experience in acquisition transition and consolidation
  • Facilitated the development and execution of the operational strategic plan for a $38 million dollar organization including goals, objectives, and budgetary components
  • Developed and implemented plan for multi-facility consolidation - physical, human, technology, customer service - resulting in expense savings of approximately $7M per annum
  • Improved overall bad debt from 12% to 4.5% by focusing on billing, collections, process, and customer communications
  • Responsible for management of operational and accounting functions for a multi-million dollar organization - overseeing multiple locations
  • Facilitated the redesign and implementation of supply management process for a savings of approximately $35K per year
  • Certified QuickBooks ProAdvisor

Industry Strengths

  • Education
  • Manufacturing
  • Professional and Consulting Services
  • Real Estate
  • Medical

Functional Strengths

  • Operational and Financial Leadership
  • Operational Improvement
  • Budgeting, Financial Modeling and Forecasting
  • Process design, redesign and implementation
  • Multi-facility Management and Consolidation
  • Overseeing and Performing Month-End and Year- End close
  • Strategic Planning
  • Certified QuickBooks ProAdvisor

David - Part Time / Project / Interim CFO

CPA, Big 4, “hands-on” Controller in both large and small companies!

What recent PROJECT client said about David: “His work with our bankers was fantastic, cleaning up our balance sheet and income statement and satisfying all bank inquiries which allowed us to obtain a 400% increase in our bank line of credit.

Some highlights -

  • Has provided project-based financial services including business planning, income tax strategy, and real estate refinancing for a broad spectrum of clients since 2000.
  • Saved thousands ($) for companies thru cost segregation services that entails recalculating depreciation schedules on real and lease hold property.
  • Increased cash flow $20k and saved $45k in income taxes for client by replacing fixed rate with LIBOR based variable rate in a $10M real estate refinance project.
  • Realized $500k reduction per year in operating losses in a client turnaround, closing 5 of 7 locations.
  • Created planning template in Excel and installed new financial software for a 70-person services firm.
  • Previous experience includes VP Finance and CFO for $70M retailer for 9 years, and the Corporate Controller for a retail company that grew from $50M to $1B in revenue during his tenure.

Industry Strengths

  • Retail
  • Distribution
  • Services
  • Not For Profit

Functional Strengths

  • “C” Level Accounting & Financial Leadership
  • Financial Planning & Modeling
  • Audit Preparation & Management
  • Banking & Debt Negotiation
  • Insurance Planning, Design, Negotiation
  • Financial Crisis Avoidance & Management

Joe BaiyorJoe - Interim / Project Controller

Accomplished, highly-recommended “hands on” Corporate Controller, whose career includes handling accounting operations for private and publically-held companies both national and international, including Forbes 500 firms in Real Estate, Biotech, Manufacturing, and Services industries, and also Non-Profit organizations.

One client said of this controller: “well versed controller...strong technical and management skills....uncompromising integrity... effective change agent...leader...successful”

Some Highlights:

Industry Strengths

  • Services
  • Bio-Pharma
  • Real Estate
  • Manufacturing
  • Logistics

Functional Strengths

  • International
  • Multi-currency consolidations
  • Multi-site and multi-state operations
  • Rigorous tax and regulatory compliance
  • System implementations & conversions
  • Foreign currency
  • Biligual English/Spanish
  • Expertise includes multi-currency, multi-national consolidations, due diligence for several private equity group acquisitions, a company sale, 7 system conversions, and 2 corporate mergers.
  • Significant financial and operational exposure with international, multi-state and multi-location corporation.
  • Regulatory and payroll supervision and foreign currency transactions with firms doing business in U.K, Scotland, Israel, China, and Hong Kong.
  • Bilingual in English and Spanish.
  • Accelerated the consolidation of China & U.S. multi-currency financials from 22 to 15 days for a $60M PE-owned manufacturer.
  • Responsible for U.S. and China financial audits and 3 China statutory audits.
  • Led a team of 14 for a $120M Service provider with 124 sites in 39 states, and successfully sold this company to a private equity firm.
  • Implemented pay cards for 3500 employees and eliminated paper checks, saving over $100k per year.
  • Revamped financial reporting for $53M Service provider with 350 locations and a multi-national manufacturer with operations in 3 countries.
  • Established international controls and policies and procedures to encompass both domestic and international acquisitions.
  • Responsible for daily management of cash in excess of $9.5M in 54 accounts at 20 banks, and opened the first U.S. headquarters for an international Biotech firm.
  • Relocated the accounting functions of a Forbes 500 private company, and converted new systems and hired new staff for this organization.
  • Guided a High Technology startup to multi-state operations, then engineered a multi-million dollar sale to one of their largest competitors.

ACCOUNTANTS ONE’S CFO SERVICES

We help CEOs, Presidents, and Entrepreneurs with challenges that require the expertise of a CFO, including:

  • Strategic Planning
  • Financial Reporting
  • Staff Evaluation
  • Mergers & Acquisitions
  • Financial Controls
  • Tax Planning
  • Product & Service Pricing
  • Mentoring
  • Bank Negotiations
  • Systems Selection & Implementation
  • Succession Planning
  • CFO Augmentation & Projects

Accountants One’s CFOs Service offering is:

FRACTIONAL – get as much help as you want, when you want.
EXPERIENCED – team with a CFO in the area and industry you need who “has been there done that”.
COST EFFECTIVE – only pay for the high level assistance your business needs.
LOW RISK – no long term contracts

To view profiles of a sampling of CFOs available to serve you through Accountants One, click the "CFO Profiles" link at left. Call us to discuss your specific situation so we can help you identify the right resource at the right time.  There is no charge for an initial consultation or to interview candidates. 

For more information, contact Jared Elliot


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