Finance Executives/Management

Finance executives and managers are responsible for guiding the financial strategy and long-term fiscal health of an organization. They oversee financial planning, budgeting, forecasting, and analysis to support business goals and drive profitability. Their role involves managing capital structure, evaluating investment opportunities, assessing risk, and ensuring optimal cash flow and liquidity. Finance leaders also play a key role in strategic decision-making, mergers and acquisitions, and performance monitoring.

Finance Executives/Management

People-First Finance & Operations Leader

4984

Energetic and results-driven finance and accounting leader with a strong people-oriented approach. Known for building trust, fostering collaboration, and influencing positive change through open communication and strategic leadership. Adept at streamlining financial processes, driving profitability, and implementing effective internal controls. Self-motivated and goal-driven, thrives in environments that offer recognition, challenge, and opportunities to lead high-performing teams.

Key Accomplishments:

Restructured the Accounting Department, developing SOPs that reduced staff size by 50% while doubling workload efficiency.
Increased EBIT by $1M by auditing and improving billing and revenue recognition processes.
Enhanced Productivity & Saved $225K by optimizing warehouse automation processes.
Reduced Theft Risk through a new internal controls policy, leading to significant cost savings.
Developed High-Performing Teams, effectively delegating responsibilities while fostering collaboration.
Excelled in Financial Close & Audit Management, ensuring compliance and reporting accuracy across multi-location operations.

Industries Served: Transportation

Education & Certifications: Master of Science, Business Analytics

Strategic CFO Financial Leadership & Business Transformation

4511

Experienced CFO with expertise in strategic planning and financial management across multiple industries. Adept at driving financial improvements, optimizing cash flow and executing M&A due diligence. A results-oriented leader who excels in restructuring operations, implementing financial controls, and enhancing profitability.

Key Accomplishments:

Improved cash conversion cycle into negative days by restructuring customer quotes to include standard progress payments, accelerating cash receipts.
Managed cash and vendor relationships during a prolonged market downturn, ensuring continued operating viability.
Implemented a plant-level income statement forecast process to manage a $700MM annual revenue plan, accurately forecast profit margins, and provide variance analysis.
Mentored a margin team, identifying $15MM in additional profit.
Led a $40MM business restructuring initiative, reducing the company’s breakeven revenue level from $30MM to $15MM while ensuring compliance with FAS 144.

Industries Served: Architectural & Engineering Services | Manufacturing | Distribution | Banking

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

Cost-Saving Senior Financial Executive

3098

Results-driven Senior Financial Executive with a track record of success in auditing, accounting, financial planning, and executive management. Adept at streamlining financial processes, optimizing reporting efficiency, and driving cost reductions. Strong leadership abilities with experience managing teams, improving financial performance, and overseeing ERP implementations. Skilled in board, investor, and lender relations, SEC reporting, and strategic financial planning.

Key Accomplishments

Shortened monthly financial reporting time by 47% by optimizing workflows, implementing automation tools, and enhancing team efficiency. This reduction in reporting time significantly improved decision-making speed and financial transparency for executive leadership.
Led initiatives to improve pricing strategies, cost controls, and operational efficiencies that resulted in a permanent increase of 5.3% in gross margins. This improvement contributed to stronger profitability and enhanced long-term financial stability.
Conducted in-depth financial analysis and operational audits to pinpoint inefficiencies and overspending. Implemented strategic cost-saving measures, renegotiated supplier contracts, optimized inventory management, and reduced waste, leading to more than $2M (18%) in annual savings.
Successfully negotiated and obtained a multimillion-dollar credit facility, strengthening the company's liquidity position. Developed financial models and presented key metrics to lenders, demonstrating financial stability and securing favorable terms.
Directed the full lifecycle of enterprise resource planning (ERP) implementations, including selection, customization, integration, and training. These implementations enhanced financial reporting accuracy, streamlined operations, and improved cross-departmental data sharing

Industries Served: Manufacturing | Distribution | Professional Services

Education & Certifications: Master of Business Administration (MBA) | Bachelor of Science, Accounting | Financial Executives International OC Chapter - Treasurer, Board of Directors (2014 – Present)

Sr. Manufacturing Finance & Operations Executive

11638

A highly accomplished finance and operations leader with extensive experience in driving process improvements, financial strategy, and operational excellence across diverse industries. Proven track record of enhancing profitability, streamlining financial processes, and mitigating financial risk through innovative solutions and strong leadership. Adept at leading cross-functional teams, implementing ERP systems, and optimizing financial reporting to support business growth and operational efficiency. Known for strategic decision-making, fostering collaboration, and delivering tangible results in dynamic environments.

Key Accomplishments:

Spearheaded ERP implementations and process reengineering initiatives, resulting in a 10-15% increase in operational efficiency and a 100% improvement in invoice processing timeliness.
Cost Reduction & Profit Maximization: Led a cost reduction project that resulted in 5% savings, improved operational performance, and enhanced bottom-line results by streamlining financial processes and identifying inefficiencies.
Financial Systems Optimization: Successfully implemented and improved Oracle ERP systems, cutting headcount by over 70% and reducing month-end closing times from 21 days to 3 days, generating $250K in labor savings.
Financial Reporting & Analysis: Delivered comprehensive variance analysis, budgeting, and forecasting that enabled senior management to make informed business decisions, directly contributing to a 10-15% profit growth and $200K in savings.
Internal Controls & Compliance: Enhanced SOX compliance, conducted internal control reviews, and improved financial reporting accuracy, including identifying a $1.2M misreported capital expenditure and $150K overstatement of depreciation.
Team Leadership & Development: Developed high-performing teams through cross-training, mentoring, and leadership—building a results-driven culture that improved employee accountability and fostered strong customer service orientation.
Cash Flow & Risk Management: Improved cash flow management by restructuring financial operations, clearing $500K in unpaid invoices, and successfully reducing DSO from 120 days to 45 days, enhancing the organization’s financial stability.

Education: Master of Business Administration (MBA), Finance & Executive Management | Bachelor of Arts, Monetary Economics & General Management

Strategic Financial Leader & Operational Innovator

722

A seasoned finance executive with over 20 years of experience in executive management, accounting, and operational leadership. A stellar track record in guiding multi-million-dollar organizations through complex financial and operational challenges, streamlining processes, reducing costs, and enhancing profitability. Expertise spans financial strategy, compliance, ERP systems migration, and risk management. A strategic, results-driven leader with a strong commitment to operational excellence and continuous process improvement.

Key Accomplishments:

Successfully led the transition of DCE Construction to a public entity, including managing a reverse merger, filing for NASDAQ listing, and overseeing PCAOB audit and SEC reporting.
Increased net income by 8% through strategic process improvements, including ERP system migration, improving financial reporting accuracy by 26%.
Reduced operational costs by streamlining inventory management, accounts payable, and credit/collections.
Directed implementation of new accounting standards (ASC 842, ASC 606, ASC 718, ASC 326) and managed SOX compliance, financial audits, and tax filings.
Led high-performing teams, developed internal controls, and ensured staff competency through ongoing training, directly contributing to operational improvements and increased profitability.
Managed cash flow, financial reporting, and strategic planning to ensure business growth and long-term financial health.

Industries Served: Manufacturing | Construction | Service | Agricultural (Food Manufacturing) | Public Companies

Education & Certifications: Bachelor of Science, Accounting | Associate of Arts, General Education & Accounting

Transformational Finance & Operations Leader

8621

A seasoned finance and operations executive with significant expertise across multiple industries. Extensive experience in private equity-backed and high-growth environments, excelling in corporate finance, operations management, and strategic planning. Proven track record of building top-performing teams, navigating complex financial landscapes, and implementing initiatives that drive profitability and operational excellence. Holds both CFA and Six Sigma Black Belt certifications, with a strong focus on financial strategy, capital structure optimization, and process improvement.

Key Accomplishments:

Scaled Finance and Accounting functions for global operations, achieving GAAP compliance and financial transparency, while leading the successful implementation of a comprehensive back-end enterprise upgrade.
Led the implementation of global accounting functions and improved month-end close processes from 28 to 10 days, while also securing $45M in funding and scaling the company from $35M to $150M in annual sales.
Increased fulfillment center capacity by 3.5x and improved East Coast service times by 50%, while reducing waste by 80% through sustainable initiatives.
Led the company through a successful strategic acquisition, providing a 2.5x return for private equity owners, while overhauling systems to achieve ASC 606 compliance.
Managed financial strategy and achieved a 180 bps YoY improvement in product margins, while overseeing investor relations and communication.
Developed a new replenishment forecasting model, reducing weekly scrap rates by 80 bps across 400+ retail stores.

Education and Certifications: Honors Bachelor of Commerce (First Class and Dean’s List), Finance, Accounting & Quantitative Analytics | Chartered Financial Analyst (CFA) | Six Sigma Black Belt Certification

Strategic Finance & Operations Manager

16069

Detail-oriented finance and operations leader with a strong track record in corporate finance, financial analysis, sales, and operations. Expertise includes financial modeling, budgeting, forecasting, turn-around management, and Lean Six Sigma implementation. Proven ability to lead cross-functional teams, drive profitability, and streamline processes.

Key Accomplishments:

Increased revenue by $4.7M (from $22.0M to $26.7M).
Reduced COGS by $138.0k and SG&A by $139.1k monthly through process improvements.
Secured $3.4M in capital funding and negotiated favorable terms with landlords.
Streamlined month-end close from 15 days to 5 days.
Reduced DSO from 65 days to 42 through enhanced sales collaboration and financial reporting.
Contributed to a 130% achievement of AOP goals through strategic financial planning and analysis.

Education & Certifications: Master of Business Administration, Marketing & Accounting | Bachelor of Science, Business | Six Sigma Green Belt

Veteran Project Cost Expert

6731

A seasoned Chief Financial Officer (CFO) with over 35 years of experience specializing in project cost environments. Demonstrates a strong ability to lead teams, drive operational efficiencies, and manage complex financial systems within multi-million-dollar divisions. Known for strategic thinking, problem-solving, and consensus-building, with a reputation for delivering results right the first time. Adept at managing employee performance and executing financial strategy that aligns with corporate goals, ensuring compliance with regulatory standards, and fostering continuous improvement in financial and operational processes.

Key Accomplishments:

Led accounting, finance, and IT departments for divisions generating up to $167M in revenue. Managed a highly secure IT environment and streamlined financial operations to improve reporting accuracy and operational efficiency.
Successfully oversaw the upgrade and implementation of Deltek Costpoint and MRP systems, ensuring the enhancement of financial operations across multiple divisions. Led PeopleSoft system migration at ManTech, ensuring data integrity and smooth transition during corporate acquisitions.
Gained DCAA acceptance for a newly implemented accounting system at Astronics Test Systems within 11 months of launch. Directed audits and ensured compliance with DCAA, SOX, FAR, and GAAP across multiple organizations, including audits by KPMG.
Delivered over $100,000 in savings through strategic negotiations and operational improvements, particularly in supplier pricing. Led continuous process improvements to maintain lean operations, driving economies of scale and optimizing resources during growth phases.
Led the development of annual budgets, forecasts, and financial plans, ensuring alignment with organizational goals and improving decision-making processes. Provided actionable financial analysis to senior leadership, supporting the overall strategy of business units and divisions.

Industries Served: Defense | Aerospace | Manufacturing | High-Technology Services | Energy

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

FP&A Strategist & Visionary

38516

Growth-driven Senior Director of FP&A with over 20 years of experience in aerospace, managing strategic planning, financial reporting, and scaling FP&A teams. Adept at driving business performance with expertise in budgeting, forecasting and cost accounting. Known for managing budgets of $100M to more than $750M and streamlining operations for both hardware and service programs. Proficient in managing ERP system implementations and leading cost reduction initiatives. Experienced in leading high-impact financial teams to meet investor targets and business goals, with a strong ability to manage external audits and drive financial efficiencies.

Key Accomplishments:

Successfully scaled FP&A teams from 1 to 20+ people across different aerospace projects, fostering cross-functional collaboration and meeting business objectives.
Managed all FP&A activities, including annual budgeting, financial planning, cost accounting, and strategic forecasting for rocket manufacturing and launch operations.
Oversaw cost accounting functions for major hardware and service programs with $100M+ service programs and $500M+ hardware programs, driving cost reduction and profitability improvements.
Led the implementation of SAP and Deltek Costpoint, including revenue recognition models and post-go-live support, enhancing reporting accuracy and operational efficiency.
Developed strategic financial plans for investor activities, supported public filings, and managed the financial transition to a publicly traded company.
Spearheaded internal and external audits, achieving SOX compliance and maintaining adherence to IFRS revenue recognition policies.
Directed cost reduction projects that resulted in improved inventory management and overhead reductions.

Industries Served: Aerospace & Defense | Rocket Development & Launch Operations | Manufacturing (Hardware & Services) | Financial Planning & Analysis (FP&A) | Corporate Finance & Cost Accounting

Education Certifications: Master of Business Administration, Finance | Bachelor of Arts, Economics | SOX Compliance Certification | FP&A Certification

Global Finance & Strategic Growth Partner

35304

A dynamic and results-driven CFO/Controller with a proven track record of leadership in finance, accounting, IT, HR, and administration. Adept at developing high-performing financial teams, optimizing financial strategies, and navigating complex mergers and acquisitions. A true business partner with international experience across the U.S., China, Hong Kong, and beyond. Specializes in financial planning, tax compliance, system conversions, and risk management. Known for a strong sense of responsibility, urgency, and integrity, with expertise in cross-functional collaboration and operational excellence.

Key Accomplishments:

Led finance functions for multinational organizations, including managing $25M logistics VC fund and executing strategic M&A initiatives.
Successfully restructured accounting departments, reducing month-end close times and enhancing operational efficiency.
Designed and implemented financial controls, policies, and internal audits, ensuring compliance with IRS, FTB, and international tax regulations.
Spearheaded system conversions, including ERP integrations such as Oracle, Microsoft Dynamics GP, and SAP.
Negotiated and managed banking facilities, including credit lines, equipment finance, and working capital structures.
Established offshore offices in Shanghai, Xiamen, Beijing, and the Philippines, optimizing global operations and cost efficiencies.
Managed risk assessment and insurance policies, overseeing commercial, liability, and workers' compensation coverage.
Improved financial reporting and analysis, cost accounting, and contract negotiations, driving business growth and profitability.

Education & Certifications: Master of Business Administration (MBA), Finance | Bachelor of Arts, Accounting | Fellow Member, Chartered Association of Certified Accountants (FCCA, UK) | Fellow Member, Hong Kong Institute of Certified Public Accountants (FCPA, HK) | MIT Coursework in Big Data & IoT

Finance Executives/Management

Finance Executives/Management

People-First Finance & Operations Leader

4984

Strategic CFO Financial Leadership & Business Transformation

4511

Cost-Saving Senior Financial Executive

3098

Sr. Manufacturing Finance & Operations Executive

11638

Strategic Financial Leader & Operational Innovator

722

Transformational Finance & Operations Leader

8621

Strategic Finance & Operations Manager

16069

Veteran Project Cost Expert

6731

FP&A Strategist & Visionary

38516

Global Finance & Strategic Growth Partner

35304

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