Paul Whitley

CFO / COO / CRO / Business Development

Functional Experience

  • Corporate Finance
  • Fund Raising
  • Mergers & Acquisitions
  • System Implementations
  • Turnarounds & Restructuring
  • Accounting (US GAAP)
  • Risk Management & Due Diligence
  • Forensic Accounting
  • Forecasting, Budgeting & Reporting Liaison
  • Lean Management and Shared Services Cost Controls
  • Analysis Modeling, KPI’s, RFP’s,& SLA’s
  • Product Brand Positioning
  • Customer Relationship Management (CRM)
  • Enterprise Resource Planning (ERP

Industry Experience

  • Agriculture
  • Aviation
  • Construction
  • Consumer products
  • Distribution
  • Financial services
  • Food and beverage
  • Hospitality
  • Insurance
  • Legal
  • Logistics
  • Manufacturing
  • Medical services & A/R
  • Publishing
  • Oil and gas Services
  • Retail
  • Restaurant
  • Tax Credit
  • Technology
  • Software as a Service
Commercial Lending
  • Accounts Receivable
  • Asset Based Lending
  • Real Estate
  • Purchase Order Financing
  • Hard Money
  • Factoring

Our On-Demand Fractional CFOs operate as a strategic partner to the business owner, developing a financial vision to support the business goals, metrics enabling business owners to achieve their objectives.

 

C-Suite Support team is comprised of experienced executive professionals, including CEOs, CHROs, CIOs, CFOs, COOs, CCOs, and CROs. Our experienced team enables our clients to get higher levels of service at a lower cost than adding in-house, full time employees.

 

Financial Leadership

Cash Flow Improvement

  • Flow Projections
  • Working Capital Improvement

Financial Improvement

  • Accurate Financial Statements
  • Timely Financial Statements
  • Financial Planning and Forecasting

Improvement

  • Analysis Modeling
  • Key Performance Indicators (KPI’s)
  • CRM, ERP and POS System Implementations
  • Tax Planning

Capital & Vendor Structure

  • Business Plans
  • Fundraising & Financing Loan Packages
  • Banking & Lending
  • Strategic Planning
  • Vendor Management
  • Debt Restructuring
  • Bankruptcy Avoidance

Transition Services

  • Selling Your Company
  • Transfer Your Company
  • Acquire a Company

 CFO Qualifications

  •  Average 20 yrs+ Executive leadership experience
  • Bachelor’s Degree in finance or accounting from a major university required, MBA preferred
  • Certified Public Accountant (CPA) or Certified Financial Analyst (CFA) Preferred
  • Strong understanding of US GAAP (generally accepted accounting principles)
  • Strong communication and analytical troubleshooting skills Cash-flow planning, cash-flow management, account analysis, and reconciliations experience
  • Previous experience working with external auditors
  • Working knowledge of major accounting software systems

 Reasons to Engage a Fractional CFO

  • Average 20 yrs+ Executive leadership experience
  • Bachelor’s Degree in finance or accounting from a major university required, MBA preferred
  • Certified Public Accountant (CPA) or Certified Financial Analyst (CFA) Preferred
  • Strong understanding of US GAAP (generally accepted accounting principles)
  • Strong communication and analytical troubleshooting skills Cash-flow planning, cash-flow management, account analysis, and reconciliations experience
  • Previous experience working with external auditors
  • Working knowledge of major accounting software systems

Contact Info

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