Chief Financial Officer
- Location
- United States
- Rate, USD
- Not specified
- Work schedule
- Full Time,
- Links
- —
- Language skills
- English
- Available for Hire
- Yes
About me
Experienced financial leader with over 20 years of experience in strategic oversight, portfolio management, and client relations. Proven track record in enhancing profitability, driving revenue growth, and managing multi-million dollar portfolios. Skilled in financial planning, risk assessment, and compliance across various sectors.
Professional area
Skills
AI - Artificial intelligenceAnalytical SkillsBankingBillingBrand StrategyBudget ManagementBudgetingBusiness AnalysisBusiness DevelopmentBusiness ManagementBusiness StrategyClient Relationship ManagementCompliance TestingCorporate StrategyCRM AutomationCRM ManagementERPFinanceFinancial AccountingFinancial Planning & AnalysisForecastingMicrosoft SuiteMS Power BISaaSSalesforceSAPTax Preparation
Education
- 2018/2019 Masters Degree @ University of Missouri
Experience
- 2019/Present Vice President @ Summit Business Allies
Oversee financial strategy, increasing profitability by 15% annually through strategic planning.
Maintained a 98% client retention rate for the client base with tailored financial solutions.
Spearheaded financial strategies that led to a 20% revenue increase for clients- 2017/2019 Assistant Vice Presidenr @ USBank
Managed a $100M+ commercial loan portfolio with a default rate under 1%.
Drove 25% growth in new commercial accounts through strategic prospecting.
Enhanced brand recognition via community engagement initiatives.- 2012/2016; 2001/2004 Manager/Internal Auditor @ Saint Louis University
Managed a $5M budget, cutting expenses by 5% while sustaining services.
Reduced unrelated business tax liabilities by 15% through strategic tax planning.
Streamlined processes, reducing processing times by 30%.
Conducted internal audits that cumulatively saved $500K in operational costs while protecting assets.- 2008/2012 CFO/Board of Directors @ McAllister Software/Henry Schein
Increased revenue by over 20% during an economic downturn through strategic pricing and partnerships.
Managed a company sale ensuring proper due diligence and utilizing financial restructuring.
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