Keywords
Username: peakconsult
Location: United States, CA, Lafayette
Summary
At CFO Wise, we provide executive-level expertise on a flexible budget. By hiring us as your outsourced Chief Financial Officer (CFO), you will add business savvy, professional perspective, and credibility to your firm, enabling you to effectively define and accomplish your business objectives.
As senior level executives with decades of collective experience, we deliver real and powerful solutions that will make your business more efficient, more profitable, and more successful than ever before. Our solutions are grounded in sound and disciplined financial principles. But that's just the beginning. We're more than accountants, CPAs and MBAs. We are dynamic professionals who look at the big picture and who impact every aspect of your organization. By determining how each department and process relates to the whole, we are able to provide the clarity and understanding to take your enterprise to the next level...and beyond.
As senior level executives with decades of collective experience, we deliver real and powerful solutions that will make your business more efficient, more profitable, and more successful than ever before. Our solutions are grounded in sound and disciplined financial principles. But that's just the beginning. We're more than accountants, CPAs and MBAs. We are dynamic professionals who look at the big picture and who impact every aspect of your organization. By determining how each department and process relates to the whole, we are able to provide the clarity and understanding to take your enterprise to the next level...and beyond.
Experience
Employment
IPA / Peak Consulting / CFO Wise
2003-Present - CFO On Call / Business Management Consultant
· Analyzed businesses through financial analysis, A/R and inventory checks, plus interviews with clients, company management, direct labor forces, suppliers, and customers.
· Identified weaknesses of the companies, and made correction to those weaknesses with whatever means necessary.
· Created cash-flow management system to increase cash flow of client businesses; streamlined the business processes to decrease expenses and increase resources for other activities.
· Audited and set up accounting system and budgets to manage finances day to day; revised the Chart of Accounts as necessary.
· Used financial modeling in Excel to create financial forecasts and variance analyses; calculated B/E point, DSO, IRR, NPV, ROA, ROE, ROI, and other financial ratios.
· Took full charge Controller responsibilities as needed to manage A/R, A/P, general ledger, month and quarter end closing, etc.
· Set up bidding methods for companies in service industry, resulting in one client’s net profit triple in 2 ½ years, and quintuple in 4 years.
· Changed pricing formulas for several clients so that they increased their net profits by 25%.
· Affected changes in the clients' businesses by changing clients' behaviors through training.
2003-Present - CFO On Call / Business Management Consultant
· Analyzed businesses through financial analysis, A/R and inventory checks, plus interviews with clients, company management, direct labor forces, suppliers, and customers.
· Identified weaknesses of the companies, and made correction to those weaknesses with whatever means necessary.
· Created cash-flow management system to increase cash flow of client businesses; streamlined the business processes to decrease expenses and increase resources for other activities.
· Audited and set up accounting system and budgets to manage finances day to day; revised the Chart of Accounts as necessary.
· Used financial modeling in Excel to create financial forecasts and variance analyses; calculated B/E point, DSO, IRR, NPV, ROA, ROE, ROI, and other financial ratios.
· Took full charge Controller responsibilities as needed to manage A/R, A/P, general ledger, month and quarter end closing, etc.
· Set up bidding methods for companies in service industry, resulting in one client’s net profit triple in 2 ½ years, and quintuple in 4 years.
· Changed pricing formulas for several clients so that they increased their net profits by 25%.
· Affected changes in the clients' businesses by changing clients' behaviors through training.
CITY OF OAKLAND
2001-2002 - Contract Specialist and Project Leader
· Planned and implemented new Wireless Networks in main library and 12 other branches.
· Provided troubleshooting and repair of computer hardware and software for over 500 systems and 700 users; handled level 2 and level 3 technical support in person and on the telephone.
· Trained Microcomputer Specialists to troubleshoot computer and network problems.
· Configured and set up new computer systems including servers on Win NT/2000 network.
· Edited Windows Registry and set policies to lock down Internet Explorer and computer systems so that the computer and the network were secure.
· Backed up systems in UNIX Operating System.
2001-2002 - Contract Specialist and Project Leader
· Planned and implemented new Wireless Networks in main library and 12 other branches.
· Provided troubleshooting and repair of computer hardware and software for over 500 systems and 700 users; handled level 2 and level 3 technical support in person and on the telephone.
· Trained Microcomputer Specialists to troubleshoot computer and network problems.
· Configured and set up new computer systems including servers on Win NT/2000 network.
· Edited Windows Registry and set policies to lock down Internet Explorer and computer systems so that the computer and the network were secure.
· Backed up systems in UNIX Operating System.
HIREROCKET.COM
1999-2001 - Co-Founder and CFO/Controller
· Set financial and technical direction for the $10,000,000 B2B Internet start-up; researched hundreds of jobsites to create web business from concept to implementation.
· Designed, budgeted, and projected revenue for the company; managed accounting and finance department; created month end reports and variance analysis.
· Hired and managed a project manager, and Web development teams in 3 countries.
· Implemented and integrated data mining software that gathered the most current job postings from large job sites and corporations for re-posting on our Website.
· Negotiated with vendors of all sizes to get better price and terms.
1999-2001 - Co-Founder and CFO/Controller
· Set financial and technical direction for the $10,000,000 B2B Internet start-up; researched hundreds of jobsites to create web business from concept to implementation.
· Designed, budgeted, and projected revenue for the company; managed accounting and finance department; created month end reports and variance analysis.
· Hired and managed a project manager, and Web development teams in 3 countries.
· Implemented and integrated data mining software that gathered the most current job postings from large job sites and corporations for re-posting on our Website.
· Negotiated with vendors of all sizes to get better price and terms.
NIC-WARE
1991-1993 - Co-Owner and VP
· Provided operational management of the $5,000,000 computer systems integration
company; managed all day-to-day finances; managed an accountant.
· Made all decisions on quality control, purchasing of parts from vendors, and contract negotiations with major accounts.
· Sold computer systems to Baxter International, Chevron, Exxon, Shell Oil Company, Northwestern University, and Florida State University.
1991-1993 - Co-Owner and VP
· Provided operational management of the $5,000,000 computer systems integration
company; managed all day-to-day finances; managed an accountant.
· Made all decisions on quality control, purchasing of parts from vendors, and contract negotiations with major accounts.
· Sold computer systems to Baxter International, Chevron, Exxon, Shell Oil Company, Northwestern University, and Florida State University.
ORINDA CONSTRUCTION AND DEVELOPMENT
1987-1991 - Project Manager/Controller
· Managed building renovation project for an 80-unit, 3-story apartment building, including
all day-to-day issues associated with renovating a building that was only a shell.
· Hired construction foremen, carpenters, electricians, painters, plumbers and other construction workers; negotiated contracts with architects, and roofing contractors.
· Ordered all the materials necessary for the construction project; managed project budget and day-to-day finances.
1987-1991 - Project Manager/Controller
· Managed building renovation project for an 80-unit, 3-story apartment building, including
all day-to-day issues associated with renovating a building that was only a shell.
· Hired construction foremen, carpenters, electricians, painters, plumbers and other construction workers; negotiated contracts with architects, and roofing contractors.
· Ordered all the materials necessary for the construction project; managed project budget and day-to-day finances.
About Me
Profile Type: Individual
Year Founded: 2006
Number of Employees: 1
Founded in 2006, CFO Wise currently serves as the CFO for almost four dozen companies representing hundreds of millions of dollars in annual sales and thousands of employees. Our team has over a century of relevant experience in dozens of industries with companies ranging in size from start-up to over $100 million in annual sales.
For almost two decades, Henry has been an entrepreneur, financial executive, and consultant with several start-ups, as well as, a host of small and medium-sized businesses, wherein he has repeatedly increased net profit margins. He has empowered the owners of these businesses to realize the initial dream associated with starting their businesses - freedom.
In his role as CFO/Controller On-Call for many companies, Henry managed the financial matters of the firms, which allowed the owners to do what they do best - sell their products and services, and grow their businesses. In every instance, he has helped increase the net profit of his clients by at least 25% immediately. He helped one of his clients double their net income in one and a half years, and quintuple their net income in just four years. He helped turn around another client from $50,000 yearly net loss to an annual net income over a quarter of million dollars the next year. In this case, the business owner was able to use his new found wealth to return to his native country of Mexico and become a real estate investor.
Henry has broad experience in all aspects of accounting, auditing, and financial management in many industries, including construction, real estate, Internet, VAR, and IT consulting/training. He has helped companies "on the bubble" to regain their footing and prosper.
Henry earned a BS in Business Administration with a concentration in Finance from California State University, Northridge. He attended MBA program in Finance from Golden Gate University. He is also currently studying to earn the Project Management Professional (PMP) certificate through Boston University. He is an active committee member of San Francisco Bay Area Financial Executive Networking Group (FENG) and a member of Bay CFO.
For almost two decades, Henry has been an entrepreneur, financial executive, and consultant with several start-ups, as well as, a host of small and medium-sized businesses, wherein he has repeatedly increased net profit margins. He has empowered the owners of these businesses to realize the initial dream associated with starting their businesses - freedom.
In his role as CFO/Controller On-Call for many companies, Henry managed the financial matters of the firms, which allowed the owners to do what they do best - sell their products and services, and grow their businesses. In every instance, he has helped increase the net profit of his clients by at least 25% immediately. He helped one of his clients double their net income in one and a half years, and quintuple their net income in just four years. He helped turn around another client from $50,000 yearly net loss to an annual net income over a quarter of million dollars the next year. In this case, the business owner was able to use his new found wealth to return to his native country of Mexico and become a real estate investor.
Henry has broad experience in all aspects of accounting, auditing, and financial management in many industries, including construction, real estate, Internet, VAR, and IT consulting/training. He has helped companies "on the bubble" to regain their footing and prosper.
Henry earned a BS in Business Administration with a concentration in Finance from California State University, Northridge. He attended MBA program in Finance from Golden Gate University. He is also currently studying to earn the Project Management Professional (PMP) certificate through Boston University. He is an active committee member of San Francisco Bay Area Financial Executive Networking Group (FENG) and a member of Bay CFO.
Payment Terms
My payment term is Net 7 days from the delivery of the project or the invoice.
Credentials
References
Bill Brobeck - Personal Reference - 2008
Brobeck Solar Energy, Co-Founder/CTO
I have looked at their business model, and wrote the Business Plan and Financial Plan to raise funding of $1,000,000. Staying on as their permanent part-time CFO.
Brobeck Solar Energy, Co-Founder/CTO
I have looked at their business model, and wrote the Business Plan and Financial Plan to raise funding of $1,000,000. Staying on as their permanent part-time CFO.
Greg Hendsch - Personal Reference - 2007
Hendsch Construction, Owner
I have set up his financial systems including the Chart of Accounts in QuickBooks to manage his cash flow. I have consulted on business in general, and created his bidding/pricing system to include all costs and expenses as well as pre-engineered net profit. I continue to be his adviser in business.
Hendsch Construction, Owner
I have set up his financial systems including the Chart of Accounts in QuickBooks to manage his cash flow. I have consulted on business in general, and created his bidding/pricing system to include all costs and expenses as well as pre-engineered net profit. I continue to be his adviser in business.
Larry Chernila - Personal Reference - 2003
Mr. Plumber, Owner/President
I have completely revised his financial systems including the Chart of Accounts. I created the collection systems. I created his bidding/pricing systems so that he will not underbid. I created cash flow management systems, and taught him and his partner. I continue to be his adviser.
Mr. Plumber, Owner/President
I have completely revised his financial systems including the Chart of Accounts. I created the collection systems. I created his bidding/pricing systems so that he will not underbid. I created cash flow management systems, and taught him and his partner. I continue to be his adviser.
Michael Price - Personal Reference - 2008
Matchpoint Graphics, Owner
I have created cash flow management systems, and trained Michael's Office Manager how to manage cash flow using my system which freed up Michael's time to do more development of his business. Also, I have advised on his bidding system making sure that bidding include all costs and expenses as well as pre-engineered net profit.
Matchpoint Graphics, Owner
I have created cash flow management systems, and trained Michael's Office Manager how to manage cash flow using my system which freed up Michael's time to do more development of his business. Also, I have advised on his bidding system making sure that bidding include all costs and expenses as well as pre-engineered net profit.
Rob Coons - Personal Reference - 2008
West Coast Electric, Owner/CEO
I assessed the business and the financial situation. I have prepared bidding/pricing system on all his electrical contracts. Brought in money for him for the cash flow of the business. Taught cash flow management systems.
West Coast Electric, Owner/CEO
I assessed the business and the financial situation. I have prepared bidding/pricing system on all his electrical contracts. Brought in money for him for the cash flow of the business. Taught cash flow management systems.
Education
California State University, Northridge, Bachelor of Science in Business Administration: Option in Finance
1979 - 1986
1979 - 1986
