Our Team - The Strategic CFO™

Cyndi Dinh

Managing Director at The Strategic CFO

MBA & Bilingual

Marilynne Franks Bleeker

Director at The Strategic CFO

CPA

The Strategic CFO_Our Team_MarilynneFBleeker

Jim Hansen

Director at The Strategic CFO

Jose Perez-Bello

Director at The Strategic CFO

Karen Reed

Director at The Strategic CFO

Amy Knight

Director at The Strategic CFO

CPA

Oscar Pinotti

Director at The Strategic CFO

Carol Manley

Accounting Manager at The Strategic CFO

MBA

Phyllis Agyeman

Accounting Manager at The Strategic CFO

MBA

Rita Anderson

Accounting Manager at The Strategic CFO

MBA & CFE

Reynaldo Llana

Accounting Manager at The Strategic CFO

MBA

Innocent Msemburi

Financial Analyst at The Strategic CFO

Elizabeth Orms

Marketing Specialist at The Strategic CFO

The Strategic CFO_Our Team_ElizabethOrms

Blakely Bacque

Business Development Director

Raymond Platz

Director at The Strategic CFO

David Nilsen

Director at The Strategic CFO

Kim Henry

Director at The Strategic CFO

Jarvis Owens

Accounting Manager

Stacy Walker

Director at The Strategic CFO

Jaime Bernal

Director at The Strategic CFO

Hector Perez

Director at The Strategic CFO

Jim Wilkinson

Founder

Meet our founder

Jim Wilkinson founded The Strategic CFO in 1999 after identifying a gap in the marketplace for his skills and expertise. Over the last 18 years, Jim built up this successful company we know today. The Strategic CFO team continues building his legacy.

Read more about our founder, Jim Wilkinson, here.

Days

Hours

Min

Sec

June 13th - 16th 2022

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CONNECT WITH US

Dan Corredor

President at The Strategic CFO

dcorredor@strategiccfo.com

m. (713) 501-7481

Dan Corredor acquired The Strategic CFO in 2017, following the death of the Founder and former President, Jim Wilkinson. Dan knew Jim since the mid-1990s and followed the development and success of The Strategic CFO, LLC. Furthermore, with a similar background as Jim, it was obvious that Dan was the perfect fit for the firm as our leader.

With 30+ years of total experience, Dan’s expertise includes the following: mergers and acquisitions, due diligence, post closure business integration, operational and financial restructuring, accounting efficiencies, working capital and cash flow management. His experience also includes dealing with business owners and private equity groups. In addition, Dan has extensive international operational experience, which includes over 10 years working with companies in Latin America and consulting in Turkmenistan. Dan’s experience also includes working with lenders, bond holders and presenting to ratings agencies.

He has held multiple CFO positions and was promoted twice to President & CEO. In addition, Dan has sat on boards as an internal board member and external board member.

Prior to acquiring The Strategic CFO, Dan was consulting for five years. Before that he was President & CEO of a regulated water utility, which was a company that required operational and financial restructuring after experiencing a crisis. Prior to that Dan was promoted from CFO to President & CEO at a Japanese owned Petrochemical company. Dan’s Latin American experience includes both working as CFO for a large publicly traded water utility in Mexico for 4 years and 6 years with two large publicly traded oil and gas field service companies in financial executive roles.

Core Professional Competencies

Dan Corredor’s career has had many focuses, but his core professional competencies include the following:

Operations and Operational Restructuring as President & CEO
- Chapter 11
- Significant experience in M&A
- Managed numerous M&A transactions both in the US, Japan, and in Latin America for large public companies
- Managed complex relationships with boards, shareholders and management
- Crisis management
- Complex negotiations with lenders, bond holders and ratings agencies

Industries Served

While Dan Corredor has worked with clients in many different industries, the following industries are those that he’s spent the most time working in.

Education

University of Houston B.S., Accounting

Certified Public Accountant
Bi-Lingual (English & Spanish)

Prior Experience

Opportune LLP (Director in the Restructuring Group)
Southwest Water Co. (JP Morgan portfolio company)
Chusei USA, Inc. (Private Japanese owned)
Azurix (Enron)
EVI Oil Tools (Weatherford)
Sperry Sun Drilling

Cyndi Dinh

Managing Director at The Strategic CFO

cdinh@strategiccfo.com

mfbleeker@strategiccfo.com

m. (281) 685-3250

Cyndi Dinh has over 18 years of experience in many key Finance and Accounting positions. Prior to joining The Strategic CFO, Cyndi was the Controller for a publicly traded oil & gas service company for 6 years. In this role, Cyndi was responsible for month-end close, financial reporting, budget versus actual reporting, SOX compliance, internal/external processes and audit, payroll, training and developing team, tax reporting, software implementation, implementing process and procedures, among other ad-hoc projects.

Prior to this role as a Controller, Cyndi spent some time during her career as a Consultant. She worked for various clients providing outsource Controller and CFO services, assisting clients including business owners and private equity groups with mergers and acquisitions, working capital, business integration, accounting efficiencies, cash flow, trend analysis, financial reporting, due diligence, client prepared schedules required for audits, creating policies and procedures, budget reporting, inventory physical count for audit purposes, among other projects.

Further, Cyndi has approximately 6 years of public accounting experience of which some of it was in Manhattan, New York. Cyndi performed functions in audits, reviews, and compilations. She also provided various services for small to mid-size companies such as bookkeeping services, financial statement reporting, training personnel, accounting assistance on a turnaround management project, cash flow management, tax filing procedures for S-Corps, Trusts, & Individual returns, among other projects.

Core Professional Competencies

Cyndi Dinh’s career has had many focuses, but her core professional competencies include the following:

Industries Served

Education

University of Houston Masters of Business Administration in Accounting Bachelor of Business Administration in Finance

Bi-Lingual (English & Vietnamese)

Prior Experience

KLX Energy Services
Global Stainless Supply, Inc.
Outsourced Financial Services
PKF of Texas, P.C.
ERE, LLC

Marilynne Franks Bleeker

Director at The Strategic CFO

Marilynne Franks Bleeker has over 35 years of experience in the Accounting and Finance field. After a short stint with a national Accounting firm, she built and owned a private CPA practice for many years.

For the last 20 years, she has been involved with an e-commerce business that grew from a brick and mortar store to a subsidiary of an international public company. As the company grew, Marilynne’s roles ranged from independent accountant and CPA to Controller/Acting CFO (pre-acquisition) to Corporate Controller (post-acquisition). Her expertise includes financial reporting, internal controls, procedural automation, budget management and building and developing accounting teams. Marilynne’s experience has also included managing external annual audits and state sales tax audits and working with external professionals.

Marilynne Franks Bleeker leads and develops teams. She also delegates, trains, and delves into helping complete projects/tasks/financials on time and on budget. Furthermore, she has extensive work experience with internal divisions and external professionals. Her role is to support and develop teams, and drive engagement and interaction with other departments. Marilynne provides expertise in applicable standards and regulations, as well as internal processes and audits. In addition, she improves processes and provides resolutions to challenges that emerge in course of business.

Core Professional Competencies

Marilynne Franks Bleeker’s career has had many focuses, but her core professional competencies include the following:

Industries Served

Marilynne Franks Bleeker has spent the most time working in the following industries:

E-Commerce
Professional Sole Proprietors
Small Businesses

Education

The University of Texas, Austin
B.B.A., 1980

Certified Public Accountant

Prior Experience

Global Custom Commerce (a Home Depot Co.), Houston, Texas – Corporate Controller
Global Custom Commerce dba blinds.com, Houston, Texas – Corporate Controller
Global Custom Commerce dba blinds.com, Houston, Texas – Part-Time Controller
Marilynne A. Franks, CPA, Houston, Texas – Public Accounting Practice – Owner
Deloitte, Audit Senior, Small Business Area, Houston, Texas

Jim Hansen

Director at The Strategic CFO

jhansen@strategiccfo.com

m. (214) 796-7371

With over 40+ years of total experience, Jim Hansen has had progressive financial management responsibility – ultimately becoming a seasoned Chief Financial Office / Vice President of Finance. His expertise includes consolidations, strategic planning, budgeting, financial reporting, working capital, cash flow management, mergers and acquisitions, due diligence, and post closure business integration. His experience also includes working for international parent companies, family run businesses, and private equity groups. Jim’s international experience includes companies with operations in France, Germany, South Africa, Mexico, and China. Jim Hansen has worked with companies with multiple locations.

Jim Hansen is a hands-on, business focused, financial leader with strong interpersonal and leadership skills and the ability to maintain solid and trusting relationships across functional/organizational lines. Experience with multinational, customer driven corporations with rapid-growth. He has held multiple CFO positions in public and private companies.

Core Professional Competencies

Jim Hansen’s career has had many focuses, but his core professional competencies include the following:

Experience in mergers, acquisitions, and divestitures
Managed complex relationships with foreign management, local management, boards, and shareholders
Chapter 11
Operations management
Business restructuring
Cash management and working with lenders

Industries Served

Jim Hansen has a strong manufacturing background and has served in the following areas:

Industrial manufacturing
Chemicals manufacturing
Building products
Metal building manufacturing
Fiberglass manufacturing

Education

Concordia University-Milwaukee Bachelors Degree in Accounting

Prior Experience

Associated Steel Group, LLC (Private Equity)
Gulf Chemical & Metallurgical Corporation (owned by Eramet a French company)
Saint Gobain Vetrotex America (French owned)
Security Technologies (Private Equity)
Southern Structures (family owned)
SKW/MBT Construction Chemicals (German Owned)
ChemRex, Inc. (owned by Rexnord, Inc.)

Jose Perez-Bello

Director at The Strategic CFO

jbello@strategiccfo.com

Jose Perez-Bello is a Director with The Strategic CFO with over 30 years of experience in financial management roles with international ventures in Oil and Gas, Energy and Manufacturing. Jose has worked over 10 years as Internal Auditor for a manufacturing business in South America and has held financial management roles in various projects throughout Latin America. He has also worked in several financial management consulting projects alongside the Creditors Committee to restructure, divest assets, and to provide litigation support. Most recently, Jose transitioned from CFO with a Canadian listed corporation with ventures in Azerbaijan, Indonesia, Thailand, and the US.

Core Professional Competencies

Debt restructuring and equity financing
Interfacing with Board of Directors
Financial & Regulatory Reporting
Financial Advisory Services
Internal controls
Acquisitions and divestitures
Oil and Gas Production Sharing Agreements
Financial modeling
Creditors Committee

Industries Served

Manufacturing
Oil and gas
Energy

Education

The University of Houston (Executive MBA Program) Houston, TX
Universidad Simon Rodriguez (Caracas – Venezuela) – BBA
Bilingual (English – Spanish)

Prior Experience

Greenfields Petroleum Corporation, CFO
Brunel Energy, Controller
Professional Service Company, Consultant
Enron Energy Services, Director
Enron International, Transaction Team – General Manager Central America, Caribbean, and Middle East.
Enron International, Latin America – Manager of Economic Analysis
MADOSA (GE & Enron JV – Venezuela) – Internal Audit Manager

Karen Reed

Director at The Strategic CFO

kreed@strategiccfo.com

opinotti@strategiccfo.com

Karen Reed has over 30 years of experience in a variety of Finance and Accounting positions. Following graduation and certification, she spent 10 years in Internal Audit within the banking industry giving her a firm foundation in financial applications, internal control systems and operations. Karen is a champion for SMBs and high-tech growth companies bringing agile finance, cash management, and budget control to bear on complex/dynamic operational situations.

Prior to joining The Strategic CFO, Karen Reed was the CFO for a Nonprofit organization, Controller for several services entities, a high-growth software company, and an accounting consultant to several businesses in the Houston area. The organizations she has worked with during the last 15 years enjoyed significant growth during her tenure.

Karen’s experience enables her to quickly become a productive leader or team member within the organization. She offers expertise in operational efficiencies and brings integrity and value to reporting to achieve client objectives.

Core Professional Competencies

Industries Served

Education

University of Houston, Clear Lake

Bachelor of Science

Prior Experience

Director of Finance at Advologix.com
CFO at a Service Organization Benefiting Recovery
Controller at John Moore Services
Accounting Consultant
VP of Audit at First City Bancorp

Oscar Pinotti

Director at The Strategic CFO

Oscar Pinotti started his career in Cordoba Argentina as a chartered accountant working in a public accounting firm where he was introduced to a portfolio company; Weatherford International. Weatherford is a publicly traded company in oil and gas services, and at its peak was a $13 billion company. Oscar started his career at Weatherford 22 years ago and had progressive growth leading to senior roles internationally around the globe. His responsibilities included working with P&L operational leaders, SOX reporting, transforming supply chain and leading transformational changes as the leader of the Weatherford Service Center. Oscar’s direct responsibilities consisted of $3 billion in operational revenue.

Oscar joined SCFO Consulting LLC to lead some of the firm’s more complex and larger projects. He has successfully worked as a consultant with middle market companies and with court appointed Receivers resolving complex operational issues. Oscar brings the expertise of working in complex multi-billion-dollar organizations that have various fires burning at once. His patience and leadership to handle resolution in complex situations is a great asset to our firm.

Core Professional Competencies

Industries Served

Public Accounting
Manufacturing
Energy

Education

Universidad Nacional de Cordoba – B.S. Accounting
Universidad Belgrano Bueons Aires – Masters Management
- Chartered Accountant
- Bilingual Spanish/English

Prior Experience

Weatherford Service Center – Sr. Director
Weatherford – V.P. Controller Westerm Hemisphere
Weatherford – Director Supply Chain Middle East and Africa
Weatherford – Regional Accounting Latin America
Oechsle & Co – Public Accounting

Carol Manley

Accounting Manager at The Strategic CFO

cmanley@strategiccfo.com

pagyeman@strategiccfo.com

m. (281) 795-4336

Carol Manley has over 11 years of experience in accounting in the oil and gas and construction industries. Her experience includes financial analysis and forecasts, month/year-end closing, internal controls, leading and mentoring staff, active involvement in software implementation, and as liaise with external auditors. Prior to working in these industries, Carol has worked as a Plant Chemist in an environmental laboratory, followed by her experience as an entrepreneur where she co-founded three full- service restaurants. As co-owner, she was involved in all aspects of management as well as the bookkeeping and payroll. She also worked briefly as a tax consultant in the 2018 tax year, performing tax returns for individuals. Her accounting software experience is with Quickbooks and Microsoft Great Plains.

Core Professional Competencies

Carol Manley’s career has had many focuses, but his core professional competencies include the following:

Industries Served

The industries Carol Manley has served include the following:

Energy
Restaurant
Oil & Gas
Construction

Education

University of Houston – Victoria

MBA focus in Accounting

University of Houston – Downtown

BBA focus in Marketing

Prior Experience

Reliant Energy – Plant Chemist
Manley’s Restaurants – Owner/Manager
Clover Tool Company – Accounting Manager
Gray & Green Laboratory Systems – Accounting Manager

Phyllis Agyeman

Accounting Manager at The Strategic CFO

randerson@strategiccfo.com

m. (281) 745-5931

Phyllis Agyeman is a versatile and knowledgeable accounting specialist with high skills in administering and supporting financial operations and directing productive accounting team. She has over 18 years of experience in financial statement preparation and analysis, audit preparation, month/year end closing, and reconciliation with a sound understanding of GAAP and SOX. As a top performer and effective accountant, she is capable of formulating internal controls and procedures that increase efficiency and enhance accuracy.

Core Professional Competencies

Phyllis Agyeman’s career has had many focuses, but her core professional competencies include the following:

Industries Served

Phyllis Agyeman has spent the most time working in the following industries:

Oilfield Services
Manufacturing
Digital and Multimedia
Trucking and Delivery
Retail/Commercial Bank

Education

University of Baltimore
Master’s of Business Administration (MBA) in Management Information System
Bachelor’s of Science in Accounting

Prior Experience

Consultant – Xpress Trucking
ColorMax Ghana – Financial Analyst/Manager
National Oilwell Varco (NOV) – Tuboscope – Division Assistant Controller
National Oilwell Varco (NOV) – Mono Pump – Senior Accountant
Bay National Bank – Staff Accountant/Financial Analyst

Rita Anderson

Accounting Manager at The Strategic CFO

m. (713) 854-0029

Rita Anderson has over 28 years of accounting and financial management experience focused on leading and training accounting teams, managing month end close, establishing internal controls, resolving outstanding issues, employing best practices initiatives, and generating tax ready financials.

Core Professional Competencies

Rita Anderson’s core professional competencies include the following:

Industries Served

Education

Master of Business Administration in ExecutiveManagement
Bachelor of Business Administration in Finance
Certified Fraud Examiner

Prior Experience

Clear Channel Outdoors – Finance/Business Manger
Harris County Auditor’s Officer – Manager/Director
Merrill Lynch – Assistant Vice President
Reliant Energy – Accounting Supervisor

Reynaldo Llana

Manager at The Strategic CFO

rllana@strategiccfo.com

(o.) 832-866-4246

(m.) (832) 873-1288

Reynaldo is a multi-faceted Accounting/Finance professional with more than ten years of professional experience from the Healthcare, Oil & Gas, Management & IT Consulting, Maritime & Energy Services and Electronics industries. Reynaldo’s current areas of concentration are Operational & Financial Accounting, Inter-company & GL Accounting, Project Accounting, and month-end financial close process.

Prior to migrating to the USA in 2004, Reynaldo started his career in the Philippines in the banking & financial industry at Bank of America Savings Bank. He started as branch banking Operations Supervisor, and was promoted to Marketing & Loans Officer. After completing his postgraduate education (MBA), Reynaldo joined Deloitte & Touche Philippines’ local partner, C.L. Manabat & Associates, as an Executive Assistant to the Managing Partner where his focus was the firm’s marketing activities in addition to leading efforts in drafting proposals for potential clients and conducting various industry research.

As a 1st generation immigrant in the USA, Reynaldo started his career in the Healthcare industry as an Office & Accounting Manager for Renal Solutions, Inc., a start-up company providing clinical and outsourced nephrology services to various Houston area hospitals.
Whilst at Enaxis Consulting LP (now part of Accenture), Reynaldo gained significant experience in Project Accounting; having dealt with the firm’s various Oil & Gas & Aviation clients that included among others, Chevron, Hess Corporation, Schlumberger, BHP Billiton, BP, National Oilwell Varco and United Airlines

Core Professional Competencies

Industries Served

Education

Asian Institute of Management (Manila, Philippines) Master’s in Business Administration (MBA)
University of Santo Tomas (Manila, Philippines) Bachelor of Science in Commerce, major in Business Administration
- Bilingual in English & Tagalog (Filipino)

Prior Experience

Macrofab, Inc.
Braemar Technical Services (USA), Inc.
Enaxis Consulting LP, Part of Accenture
T-Rex Services
Renal Solutions, Inc.
Deloitte & Touche Philippines (C.L. Manabat & Co.)
Bank of America Philippines

Innocent Msemburi

Financial Analyst

(m) (346) 308-0047

Innocent Msemburi is a self-motivated Financial and Accounting professional with broad experience in financial modeling, financial and accounting analysis as well as investment analysis. He is a dedicated and innovative individual who enjoys bringing solutions to challenges especially where there is need for analyzing/researching, reporting & forecasting data to support an entity’s business. Innocent employs robust Excel skills for financial modeling, data manipulation and data validation, variance analysis & financial performance analysis while utilizing GAAP to present best practices and changes that are at par with accounting and financial international standards.

Before acquiring a bachelor’s degree in finance & accounting, Innocent worked as a business consultant at Smit and Cole Consultancy in South Africa from 2004 to 2007. His experience spanned designing business plans, assessing KPIs and conducting feasibility studies. He successfully assisted six small to medium enterprises acquire start-up capital from banks and also from venture capitalists.

After completing his full-time university studies in 2011, Innocent was hired by the Director of Investment Solutions to conduct investment research and analysis on different investment portfolios which included equities of JSE listed mining, logistics, pharmaceutical companies as well as short-term & long-term insurance companies.

In 2012 to 2017, Innocent became a Financial Analyst for Open Symmetry Group. With his wealth of experience in financial analysis, he performed budgeting and financial forecasts for different companies in various industries. He worked on different projects conducting due diligence and data analysis in which he successfully led two media projects. He has also handled accounting work which brought a good balance to his career making his business aptitude and financial acumen scalable across several industry markets. He joined The Strategic CFO in 2018 as a Financial Analyst.

Core Professional Competencies

Financial Modelling
Financial
Analysis
Accounting Analysis
Investment Analysis
Mergers and Acquisitions
Data Validation
Interpreting Financial Statements & Metrics
Variance Analysis & P/L Impact reports

Industries Served

Education

BBA Finance & Accounting (Bachelors)
SAIFM Investments
SAP B1

Prior Experience

Smit and Cole Group (Business Consulting Firm)
Investment Solutions (Investment Wing of Alexander Forbes)
Open Symmetry Group (Consulting South African Company)

Blakely Bacque

Business Development Director

bbacque@strategiccfo.com

(o) 832-886-4246

(m) 251-656-9045

Blakely Bacque joined The Strategic CFO in July of 2021 as the Director of Business Development. Her primary responsibilities include making the company visible to prospective clients, researching, and developing new leads, nurturing existing relationships, planning company events, growing the company’s network, expanding market reach, and building rapport with professionals in target markets. She does all of this with the goal of driving revenue and planting seeds for future business opportunities.

Blakely is an alumni of The University of Alabama, where she studied Finance and Wealth Management before graduating with honors in May of 2021. She currently works remotely from her home in Alabama, and travels to Texas for a week every month for in-person meetings.

Core Professional Competencies

Contacting potential clients & referral sources to establish rapport and arrange meetings.
Setting goals and developing plans for business and revenue growth
Researching and engaging with organizations and individuals in target markets to find new opportunities.
Pursuing leads and moving them through the sales cycle
Attending conferences and industry events
Planning company sponsored events
Maintaining client relationships
Collaborating with Marketing Specialist to plan, execute, and oversee new marketing initiatives.

Education

University of Alabama, Bachelors of Science in Commerce and Business Administration, Cum Laude

Raymond Platz

Director at The Strategic CFO

rplatz@strategiccfo.com

Raymond Platz is a Director with The Strategic CFO LLC. Raymond has more than 25 years of experience in financial advisory services. He has been involved in numerous projects involving Chapter 7 and Chapter 11 bankruptcy proceedings, financial and operational restructurings, solvency analysis, preferential payments and fraudulent transfer analyses, disputes and investigations, professional malpractice investigations, Foreign Corrupt Practices Act (FCPA) investigations, forensic accounting investigations, fraud investigations and litigation support.

Core Professional Competencies

Chapter 11 and Chapter 7 Bankruptcy
Fraud Examinations
Forensic Accounting Services
Financial Advisory Services

Industries Served

Banking
Commercial Real-estate Management
Oil and gas
Retail
Telecommunications

Education

B.S. Business and Economics, Kean University, Union, New Jersey
Certified Insolvency & Restructuring Advisor
Certified Fraud Examiner
Certified Public Accountant (NJ)
Certified in Financial Forensics

Prior Experience

Alvarez and Marsal, Director
Synergy Integration Advisors, Consultant
Whitley Penn, Director
Solomon Edwards, LLC, Senior Investigator/Operations
The Claro Group, Senior Manager
Navigant Consulting, Manager

David Nilsen

Director at The Strategic CFO

dnilsen@strategiccfo.com

David Nilsen is a Director with The Strategic CFO with over 30 years of experience in financial management roles with a variety of organizations. David started his career in public accounting and has held accounting manager and controller roles with organizations both small and large. He is a results-driven and analytical accounting and finance leader with extensive experience in reporting, financial management, strategic planning, cost/budget analysis, forecasting, process improvement, inventory management, accounts payable and receivable, benchmarking, performance management, compliance and regulations, and auditing.

Core Professional Competencies

Industries Served

Education

Texas A&M BBA Accounting & Finance

Certified Public Accountant

Prior Experience

BSC Forensic Services, CFO/Controller
Safety Automation Technology, Controller
Tideland Signal Corporation, Controller
Teledyne Geophysical Instruments, Assistant Controller
Sterling Vineyards, Accounting Manager
PWC, Auditor

Kim Henry

Director at The Strategic CFO

khenry@strategiccfo.com

Kim Henry has more than 24 years of experience in business operations in public and private companies. Prior to joining The Strategic CFO, Kim spent her time during her career as a consultant. She worked for various clients providing outsource Controller, Technical Support and Operations services, assisting clients including business owners and private equity groups with mergers and acquisitions, business integration, accounting efficiencies, cash flow, trend analysis, financial reporting, creating policies and procedures, budget reporting, inventory physical count for audit purposes, payroll, training and developing team, tax reporting, software implementation, implementing process and procedures, among other ad-hoc projects.
Kim has developed a well-known reputation for opening communications among clients, suppliers, and businesses to help organizations achieve their goals efficiently and effectively. Kim has a broad and deep wealth of experience in various business functions including accounting, information technology, management consulting, strategic project implementation, team building, and fostering employee professional development. This experience has resulted in Kim being widely sought-after for project management and new business development in a variety of industries and arenas.

Core Professional Competencies

Industries Served

Education

University of Louisiana at Lafayette
- General Studies, B.G.S., focus in accounting

Prior Experience

Jarvis Owens

Accounting Manager

Jowens@strategiccfo.com

(m) (832) 545-8440

Jarvis Owens is a business-minded individual with extensive experience and a successful record in Accounting and Financial Modeling. He is motivated to implement a strategic enhancement to corporate objectives while communicating openly and productively with staff and management teams. Jarvis has assisted with a broad range of projects in various types of industries. In his consulting experience, he has implemented procedures with companies who had complexities with maintaining their books. Jarvis has a proven ability to improve operations and administrative functions, combined with interpersonal and organizational skills, and will contribute immensely to the success of the company.

Core Professional Competencies

Financial Advisory Services
Full Cycle Accounting Services
Budgeting & Forecasting
P/L Analysis
Financial Modeling

Industries Served

Education

University of Houston – Downtown, B.B.A. in Accounting

Prior Experience

University of Houston B.S., Accounting

Certified Public Accountant
Bi-Lingual (English & Spanish)

Stacy Walker

Director at the Strategic CFO

swalker@strategiccfo.com