Finance & Accounting Consultants

Finance and accounting consultants are professionals who provide expert advice and services to businesses, organizations, or individuals in matters related to financial management and accounting. These consultants typically have specialized knowledge and expertise in areas such as financial analysis, budgeting, taxation, auditing, risk management, and financial reporting.

Consultants

Fundraising/Growth CFO

31311

Results-driven finance executive with over two decades of leadership experience, including more than 14 years as CFO for companies with revenues ranging from $50 million to nearly $2 billion. Proven ability to navigate complex M&A transactions, lead capital raises, and scale global finance organizations. Adept at building high-performing teams and implementing financial strategies that support scalable growth, operational efficiency, and enterprise-wide transformation. Recognized as a strategic visionary and curious problem solver with deep expertise across multiple industries and jurisdictions.

Key Accomplishments:

Led sell-side and buy-side M&A processes, including a $150M acquisition and integration.
Raised $250M at a $1.1B valuation to prepare for an IPO.
Built and scaled finance teams of up to 60 across global regions while keeping costs below 0.6% of net sales.
Saved $3.5M in post-close purchase accounting and implemented cost-saving benefits programs reducing admin fees by 25%.
Spearheaded multiple enterprise systems implementations (ERP, CPM, HCM, FP&A/BI) including NetSuite, Workday, Tableau, and Business Central.
Negotiated and implemented financing facilities totaling $90M to support Capex and working capital needs.
Achieved more than $50M in payment processing savings through treasury optimizations and platform negotiations.
Introduced robotic process automation and vendor discount programs saving millions in overhead and staffing costs.
Trusted legal partner for complex contract negotiations before formal legal department buildout.

Education & Certifications: Bachelor of Arts, Business Administration, Accounting | Master of Business Administration (MBA), Coursework | Certified Public Accountant (CPA)

Fundraising/Growth CFO

5722

Results-oriented executive with proven experience in the Consumer Packaged Goods (CPG) industry, specializing in Manufacturing, Finance, and Supply Chain leadership. Known for fostering a continuous improvement environment that encourages accountability and drives improved results. Adept at leveraging strengths across the organization to build strong vendor and customer relationships while optimizing financial outcomes. Enthusiastic and dedicated, with a reputation for integrity and earned trust from internal and external stakeholders.

Key Accomplishments:

Spearheaded significant improvements in P&L management, asset utilization, and product pricing, contributing to multi-million-dollar increases in EBITDA.
Led major restructuring and efficiency initiatives, including a 40% increase in effective production capacity through continuous improvement practices and asset utilization.
Managed large-scale change management processes, consolidating operations with minimal capital outlay and achieving projected savings of $6 million.
Developed and implemented pricing strategies that generated a $5.5 million YOY profit growth, leading to a $10.2 million increase in EBITDA.
Successfully led the development of operational and financial reporting packages, boosting accountability and streamlining budgeting and forecasting processes.

Industries Served: Consumer Packaged Goods (CPG) | Manufacturing | Private Label Bakery | Over-the-Counter Pharmaceuticals | Food and Beverage

Education & Certifications: Master of Business Administration (MBA) | Bachelor of Science, Business Administration, Accounting, Certified Management Accountant (CMA) | Certificate in Public Accounting (CPA-Inactive)

Strategic Financial Director & Partner

38332

Customer-focused finance professional with extensive experience in financial planning and analysis, operational efficiency, and cost reduction. Proven ability to collaborate with executive teams to improve reporting, budgeting, and forecasting. Adept at mentoring staff, streamlining processes, and providing strategic financial guidance to enhance business performance. Strong analytical skills, technical expertise, and a track record of delivering actionable insights that drive profitability and sustainable growth.

Key Accomplishments:

Spearheaded financial planning and analysis initiatives, improving financial modeling and monthly management reporting.
Partnered with sales and marketing teams to enhance KPI tracking, cost analysis, and customer acquisition cost assessments.
Led budgeting and planning processes, optimizing financial reporting and strategic resource allocation.
Developed and automated financial models and reports, saving significant manual effort and improving decision-making efficiency.
Created investor funding models and rolling forecasts, ensuring financial stability and adequate working capital management.
Implemented bottom-up budgeting processes, providing a structured and transparent financial framework for organizations.
Provided financial consulting services across multiple industries, enhancing profitability and operational efficiencies.

Education & Certifications: Master of Business Administration (MBA) | Bachelor of Arts, Communications

Operational & Profit Optimizing CFO

5203

Accomplished Senior Financial Executive with extensive and diverse industry experience. A strategic leader specializing in financial management, forecasting, reporting, and operational improvements, with a proven track record of increasing profits through cost containment, process innovations, and collaborative team leadership. Proficient in managing global consolidations, internal controls, risk management, and M&A activities, with significant ERP system implementation expertise.

Key Accomplishments:

Increased gross margins by 10% over six years, contributing an additional $1MM+ annually to the bottom line.
Implemented ERP systems such as JD Edwards and Microsoft Dynamics AX, improving efficiency and data accuracy.
Led financial reporting for public and private companies, consistently earning ‘No Adjustments Needed’ on annual audits.
Successfully defended against a class action lawsuit, saving millions for the company by mining time & attendance data.
Built and maintained high-performing teams with low staff turnover, contributing to enhanced departmental stability and performance.
Successfully executed M&A evaluations and assisted in securing favorable financing rates, including a $20MM borrowing increase.
Enhanced internal controls and reduced inventory shrinkage, resolving prior audit issues and ensuring SOX compliance.

Industries Served: Aerospace | Medical Device | Manufacturing | Hi-tech

Education & Certifications: Master of Business Administration (MBA) | Bachelor of Arts, Accounting | Certified Public Accountant (CPA) | Certified Management Accountant (CMA)

Efficiency-Driven Accounting Specialist

43487

Detail-oriented Senior Accountant with extensive experience managing full-cycle accounting processes across multiple entities. Proven expertise in streamlining financial operations, improving reporting accuracy, and enhancing internal controls. Skilled in GAAP-compliant financial reporting, month-end closing, variance analysis, and budgeting, driving operational efficiencies and cost savings. Adept at using advanced Excel functions and various accounting software to automate processes and reduce discrepancies. Strong communicator with a focus on mentoring teams and collaborating with clients to achieve financial goals. Bilingual in English and Spanish, with a passion for continuous improvement and data-driven decision-making.

Key Accomplishments:

Managed full-cycle accounting for multiple entities, encompassing accounts payable, receivable, payroll, and general ledger reconciliations, improving timeliness and accuracy by automating processes.
Streamlined monthly billing and work-in-progress reconciliation, meeting 5th-day billing deadlines for all clients.
Spearheaded financial reporting processes, ensuring GAAP compliance and optimizing month-end closing, reducing close time to 5 days.
Led the implementation of new accounting analytical tools, enhancing efficiency, ensuring data integrity, and reducing reporting discrepancies.
Collaborated with clients to craft and manage company budgets, resulting in a 2% increase in profit margins.
Implemented a three-way reconciliation process for law firm client trust accounts, improving controls and transaction accuracy.
Mentored junior accounting staff, fostering professional development and enhancing team performance.

Industries Served: Accounting & Auditing | Law Firms | Water Technology

Education & Certifications: Bachelor of Science, Business Administration, Accounting & Auditing | Associate of Arts | Six Sigma Green Belt

FP&A/M&A Strategist

7942

Experienced finance professional with a strong background supporting FTSE 100 and Fortune 500 companies, as well as small and mid-sized firms, in senior FP&A and financial reporting roles. Expertise in major forecasting and reporting projects, implementing reporting and forecasting packages, and optimizing month-end close processes. Highly analytical, collaborative, and adept at simplifying complex financial topics for executive leadership while providing strategic guidance to global management teams.

Key Accomplishments:

Led acquisition integration for a private-equity-backed plastics conglomerate, taking over financial functions with minimal transition time.
Successfully prepared and reviewed statutory year-end financials under US GAAP, IFRS, and AASB standards for international subsidiaries.
Managed financial reporting, statutory reporting, and IFRS consolidation for a $2B North American division.
Optimized financial systems, improving month-end close processes and cutting consolidation reporting time by one day.
Performed acquisition accounting for multiple transactions, ensuring smooth financial integration and compliance.
Developed executive financial summaries, reporting decks, and KPI dashboards for senior leadership teams.
Spearheaded automation initiatives to enhance forecasting accuracy and reporting efficiency.

Education & Certifications: Master of Business Administration (MBA), Finance | Bachelor of Arts, International Relations

Strategic Financial Controller

22608

Accomplished finance professional with a proven track record of delivering business solutions across Finance, Operations, and IT organizations. Recognized for expertise in accounting, auditing, financial reporting, and budgeting. Adept at leading project management assignments, process improvements, and organizational strategies to enhance efficiency and operational effectiveness. Strong ability to partner with key stakeholders to drive business performance and streamline financial operations.

Key Accomplishments:

Successfully reduced month-end financial close process from 20 days to 7 days.
Led accounting organization restructuring, creating improved team structures and efficiencies.
Designed and implemented streamlined financial reporting and budgeting systems.
Spearheaded multiple project management initiatives to optimize financial processes and reporting.
Partnered with senior executives and investors to establish financial controls and operational strategies.

Industries Served: Entertainment & Media | Technology & Digital Platforms | Manufacturing & Consumer Goods | Healthcare & Insurance | Private Equity & Investment Firms

Education & Certifications: Bachelor of Science, Accounting | Certified Public Accountant (CPA) | American Institute of Certified Public Accountants

Innovative E-Commerce Controller

35904

An accomplished finance professional with a strong foundation in accounting, financial reporting, and process improvements across diverse sectors. Known for leading teams through complex ERP implementations, spearheading financial operations, and implementing innovative solutions to streamline business functions. Expertise spans from financial close processes, inventory management, and SEC reporting to e-commerce startup operations. Adept at managing cross-functional teams and implementing system improvements that enhance productivity and reduce financial risks.

Key Accomplishments:

Directed the first-year external audit as part of a transition to a public company.
Managed a team of 4 in GAAP accounting, financial reporting, and inventory management, improving financial operations and ensuring compliance with international VAT/GST reporting.
Led the implementation of Sage 100 ERP system, streamlining accounting processes including cash management, AP/AR, and payroll.
Supported the month-end close and led the implementation of D365 ERP system, improving data accuracy and business processes.
Co-founded an e-commerce start-up, designed and built a website, and managed the end-to-end supply chain process.
Successfully managed SEC filings (10-K, 10-Q, 8-K) and technical accounting research, supporting external audits and regulatory reporting.

Industries Served: E-Commerce | Energy & Clean Technology | Telecommunications | Media & Entertainment | Public Accounting

Education & Certifications: Bachelor of Arts, Economics, Certified Public Accountant (CPA) | Conversational in Mandarin Chinese

Cost Optimizing Accounting Director

37529

A seasoned finance and accounting professional with over 24 years of experience in financial and cost accounting. Demonstrates the ability to adapt to diverse industries, excelling in dynamic and demanding environments while maintaining a pragmatic approach. A natural leader, a champion of change management initiatives, driving revenue growth and cost-saving strategies. Expertise spans financial management, portfolio and program oversight, and mentoring teams to align business goals with financial success. Has extensive experience working in both domestic and international markets, bringing a strategic and results-oriented approach to every organization she serves.

Key Accomplishments:

Led financial and cost accounting operations across multiple industries, ensuring compliance with IFRS and US GAAP.
Successfully managed SAP implementations and financial process transformations in various organizations.
Spearheaded change management initiatives to streamline operations, reduce costs, and enhance revenue performance.
Implemented automation within accounting processes, saving 40% operational time and reducing costs by $1M.
Developed budgeting, forecasting, and financial models to support strategic decision-making and business growth.
Served as a key liaison with auditors, risk management, and legal teams to ensure financial integrity and compliance.
Managed multi-million-dollar construction projects, overseeing cost accounting, contracts, and financial controls.
Led business expansion efforts into international markets, facilitating strategic partnerships and financial structuring.

Education & Certifications: Master of Business Administration (MBA), Accounting | Bachelor of Arts, Accounting | Graduate Certificate, Project Management

Automation & Data-Driven Controller

18383

A seasoned financial executive with extensive experience in financial control, cost accounting, and strategic planning across diverse industries. Adept at driving financial turnarounds, optimizing cash flow, implementing financial systems, and streamlining operations to improve efficiency and profitability. A proven leader with a hands-on approach to problem-solving, change management, and mentoring teams. Expertise in budgeting, financial reporting, system implementation, and credit management, ensuring long-term organizational success.

Key Accomplishments:

Spearheaded a financial turnaround, doubling annual sales and stabilizing cash flow.
Reduced month-end close from 22 days to 5 days, enhancing reporting efficiency.
Successfully implemented SAP B1, Navision, and other ERP systems to improve financial transparency and inventory control.
Managed a $10M credit line, ensuring compliance with bank covenants and optimizing cash flow.
Developed strategic financial structures and budget controls that led to cost reductions and operational efficiencies.
Led business model transitions from people-based to system-based operations, increasing automation and data-driven decision-making.
Designed and implemented health insurance plans, resulting in significant cost savings while improving employee benefits.
Launched and managed financial structures for new business divisions, driving revenue growth and operational success.
Oversaw financial reporting, cost accounting, and variance analysis across multiple industries, ensuring accurate financial insights.

Education & Certifications: Master of Business Administration (MBA), Bachelor of Arts

Finance & Accounting Consultants

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Consultants

Fundraising/Growth CFO

31311

Fundraising/Growth CFO

5722

Strategic Financial Director & Partner

38332

Operational & Profit Optimizing CFO

5203

Efficiency-Driven Accounting Specialist

43487

FP&A/M&A Strategist

7942

Strategic Financial Controller

22608

Innovative E-Commerce Controller

35904

Cost Optimizing Accounting Director

37529

Automation & Data-Driven Controller

18383

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