Find freelancers. Lose those costly delays.

With 1.7 million freelancers, we'll match you with the perfect talent.

or, Register with Elance »

Kenneth F. | Elance
Last Sign-in: Jul 1, 2015

Kenneth F.

Financial Expert - CPA, MBA
   United States
  |   Annapolis, MD

Verified Freelancer

Kenneth F.'s identity has been verified.  Learn More


With over 16 years of experience working with companies from the Fortune 500 to start-ups, I am a financial expert and business partner who works with senior leaders and business owners to increase their organizations/'s enterprise value by moving their ideas from the concept stage to execution.

I am a Certified Public Accountant within the state of Virginia since 1999 (CPA), Accredited in Business Valuations (ABV) by the American Institute of Certified Public Accountants (AICPA) and a Chartered Global Management Accountant (CGMA).

Read More »
Jul 14, 2014|Article Writing|Private|Completed

View All »


How mortgage banks make money - published in the Journal of Accountancy
Properly apply new FASB Staff Position EITF 99- 20- 1 to your investment securities -...
Published in the CPA Journal, focuses on financial reporting. - The Value of Good...
Technical white paper - published in Commercial Lending Review
Co-authored with leading legal expert - published in Atlantic Coast In-House
Corporate white paper to market 2 senior leaders of major consulting firm
Published in the Journal of Accountancy
Title - Three Pitfalls Mortgage Originators Should Avoid When Implementing the ATR/QM...
Article - Six Steps to Ensure Your Fair Lending is in Check - Published in the monthly...
Written for news website.
Current event article - Apple and starbucke Have Sweet Tax Issues
Business current event article - Positive report on AMG
Should I Consider Debt Consolidation and Who Do I Trust? - written for a website.

Skills (10)

Business Writing
Academic Writing
Microsoft Word
Online Writing
Report Writing
Computer Skills
General Office Skills
Knowledge of Microsoft Office
Microsoft Excel
Microsoft Outlook

Service Description

Service include, but are not limited to:

Corporate Finance:
- Financial modeling
- Forecasting and budgeting
- Valuation
- Investor presentations and pitch book development
- Strategy consulting
- Financial consulting
- Management Consulting

Business Communications:
- Article writing
- White paper development
- Presentations (QBR, MBR, investor)
- Marketing copy
- Annual/Quarterly report
- Newsletters and other B2B communications
- Professional biography development
- Company history/profiles
- Case studies
- FAQ lists
- Website copy

Sales and Profitability Improvement:
- Product line, customer, channel or other variable profitability
- Marketing and advertising ROI analysis
- Pricing analysis
- Capital budgeting and analysis
- Performance reporting, dashboard development and operational scorecards
- Strategic cost management

Budgeting and Forecasting:
- Annual budget preparation management and support
- Quarterly re-forecasting
- Preparation of Annual Operating Plans and 5-Year Plan
- Cash Flow verification and optimization (13-week rolling cash flow model)
- Working capital analysis
- Lender projections

Business Plan Development:
- Business plan creation/review
- Pitch deck creation
- Business process mapping and optimization
- Project management including on-time/on budget objective reviews of current projects
- Development and tracking of financial goals/metrics

Corporate Development:
- Interim financial management
- Restructuring and transformation

Read More »


C3 Compliance Solutions,, Inc.
Managing Director
2012 - 2014
Start-up consulting firm focused on providing CFPB compliance solutions to non-depository and sub $10 billion AUM financial institutions. Founded as a wholly owned subsidiary of the Offit Kurman...
Vertis Communications, Inc.
Senior Director
2011 - 2012
Billion dollar marketing communications company that delivers inventive advertising, direct marketing and interactive solutions to prominent brands across North America. Sold to Quad Graphics and...
The Oakleaf Group, LLC
Managing Director
2010 - 2011
Entrepreneurial start-up, specializing in financial management and information technology consulting focused on serving government clients supervising the financial services industry. Principles...
FTI Consulting, Inc.
2004 - 2010
Directed engagements in support of Legal Counsel, Senior Executives and Boards of Directors in size from large, complex forensic investigations and corporate restructurings to individual business...
Capital One
Financial Analyst
2001 - 2002
Managed quarterly and annual forecast process for $3.3 billion Operating Plan over 15 department cost centers and 3 countries utilizing the Hyperion Essbase system; including supporting 300+ users...
Circuit City Corporate Headquarters
Financial Management Training Program
1998 - 2001
Developed core financial skill by rotating in a series of analytical and management positions. Strategic Planning Analyst (July 1999-January 2001); First North American National Bank, a wholly...


The College of William and Mary
Masters of Business Administration (MBA)
2002 - 2004
State University of New York at Buffalo
Bachelor of Science
1993 - 1997
Overview  |  Job History  |  Portfolio  |  Resume/C.V.


Financial planning and analysis
performance inprovement
capital budgeting
business valuation
financial modeling
financial analysis
My Snapshot
All Categories
Elance Level
Level represents activity and experience on Elance. Freelancers start at Level 1 and achieve higher levels through their work. A higher "Level" indicates greater earnings, ratings and other achievements on Elance. Learn More »
  • 12 months
  • Lifetime
Per Client
Member Since
July 2012
Elance URL
Kenneth F. | Elance

Kenneth F.