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Strategic CFO™ Team

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Strategic CFO™ always provides service with quality in mind. Likewise, Strategic CFO™ seeks quality talent. Meet the Strategic CFO™ team below and learn how Strategic CFO™ can meet your specific needs.

  • Become a Strategic Thinker
  • Create Organizational Value
  • Go Beyond the Numbers and LEAD
  • Join the Few Who Know How to Get Things Done
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Dan Corredor
President of Strategic CFO™

CPA, CVA & Bilingual

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Cyndi Dinh
Managing Director at Strategic CFO™

MBA & Bilingual

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Oscar Pinotti
Managing Director at Strategic CFO™

Chartered Accountant & Bilingual

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Stacy Walker
Director at Strategic CFO™
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David Nilsen
Director at Strategic CFO™
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Carol Manley
Accounting Manager at Strategic CFO™

MBA

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Jaime Bernal
Director at Strategic CFO™
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Innocent Msemburi
Financial Analyst at Strategic CFO™
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Elizabeth Orms
Marketing Specialist at Strategic CFO™
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Richard Wilcox
Director of Sales & Business Development
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Juan Vargas
NearSourcing™ Accounting Solutions

Bilingual & Chartered Accountant

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Alejandro Icazbalceta
NearSourcing™ Accounting Solutions

Bilingual & Chartered Accountant

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Scotch
Special Pawjects Manager
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Jim Wilkinson
Founder
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Strategic CFO™ founder

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

Read more about our founder, Jim Wilkinson, here.

JOIN THE NEXT STRATEGIC CFO™ WORKSHOP SERIES

Strategic CFO™ Financial Leadership Workshop
The Art Of The CFO®

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Sept 15-18th, 2025

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Dan Corredor

President at The Strategic CFO

[email protected]

o. (832) 710-3105

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.

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

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.

  • Construction
  • Industrials & Manufacturing
  • Oil and Gas Exploration & Production
  • Oil and Gas Services
  • Petrochemical
  • Regulated Utilities

University of Houston
B.S., Accounting

  • Certified Public Accountant
  • Certified Valuation Certificate
  • Bi-Lingual (English & Spanish)
  • 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
Book an Online Consulting call with Dan Corredor

Cyndi Dinh

Managing Director at The Strategic CFO

[email protected]

o. (832) 710-3105

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.

Cyndi Dinh’s career has had many focuses, but her core professional competencies include the following:
  • Financial Reporting
  • Budget & Forecasting
  • Month-end Close
  • Payroll
  • Tax
  • Training & Development
  • Audit and SOX Compliance
  • Software Implementation
  • Oil & Gas Services
  • Manufacturing
  • Non-profit
  • Retail
  • Construction
  • Petrochemical
  • Professional Services
University of Houston Masters of Business Administration in Accounting Bachelor of Business Administration in Finance
  • Bi-Lingual (English & Vietnamese)
  • KLX Energy Services
  • Global Stainless Supply, Inc.
  • Outsourced Financial Services
  • PKF of Texas, P.C.
  • ERE, LLC
Book an Online Consulting call with Cyndi

Oscar Pinotti

Director at The Strategic CFO

[email protected]

832-866-4246

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.

  • Mergers and Acquisitions​
  • Business Integration​
  • Financial & Regulatory Reporting ​
  • Financial Advisory Services​
  • Internal controls ​
  • International accounting​
  • Financial modeling ​
  • International multi-site manufacturing 
  • Public Accounting​
  • Manufacturing​
  • Energy
  • Universidad Nacional de Cordoba – B.S. Accounting​
  • Universidad Belgrano Bueons Aires – Masters Management​
    • Chartered Accountant​
    • Bilingual Spanish/English
  • 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

Stacy Walker

Director at the Strategic CFO

[email protected]

832-866-4246

(m) (713) 516-4784

Stacy Walker is a Director at the Strategic CFO. Stacy started her career in Internal Audit then transitioned to Finance and Accounting. She has more than 15 years in a Controller or Regional Controller role managing all departments including AP, AR, Payroll, Treasury, Accounting and Financial Reporting and has been instrumental in Mergers and Acquisitions on the Buy and Sell side. Stacy has managed various audits including financial, 401K, sales tax and 1099 audits and various projects and implementations. She has also experience with budgeting, forecasting, and analysis and served as a committee member on the 401K Committee and the Health Care Benefits Oversight Committee.

  • Multi Location Accounting
  • Business Integration
  • Internal Controls
  • Financial Analysis
  • Retail
  • Transportation
  • Banking
  • Texas A&M University – BBA Accounting
  • CPA (TX)
  • Fiesta Mart – Controller
  • Velocity Express – VP Finance, Regional Controller
  • Prime Bank (Acquired by Wells Fargo) – Internal Audit

David Nilsen

Director at The Strategic CFO

[email protected]

832-866-4246

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.
  • Financial Management and Reporting
  • Full Cycle Accounting
  • Planning and Budgeting
  • Forecasting
  • Consolidated Reporting
  • Data Analysis and Management
  • Manufacturing
  • Engineering Services
  • Private Equity ​
  • Consulting
  • Oil and gas​
  • Beverage

Texas A&M BBA Accounting & Finance

  • Certified Public Accountant
  • ​BSC Forensic Services, CFO/Controller
  • Safety Automation Technology, Controller
  • Tideland Signal Corporation, Controller
  • Teledyne Geophysical Instruments, Assistant Controller
  • Sterling Vineyards, Accounting Manager
  • PWC, Auditor
Book an Online Consulting call with David Nilsen here

Carol Manley

Accounting Manager at The Strategic CFO

[email protected]

o. (832) 710-3105

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.

Carol Manley’s career has had many focuses, but his core professional competencies include the following:
  • Financial analysis
  • Forecasting
  • Internal Control
  • Month/Year End Close
  • Payroll
  • Software Implementation
The industries Carol Manley has served include the following:
  • Energy
  • Restaurant
  • Oil & Gas
  • Construction
University of Houston – Victoria
  • MBA focus in Accounting
University of Houston – Downtown
  • BBA focus in Marketing
  • Reliant Energy – Plant Chemist
  • Manley’s Restaurants – Owner/Manager
  • Clover Tool Company – Accounting Manager
  • Gray & Green Laboratory Systems – Accounting Manager

Jaime Bernal

Director

[email protected]

m. +52 (55) 6709 8708

With 25+ years of total experience, Jaime’s expertise includes the following: CAPEX, Banking, Financing, Financial Planning, Rolling Forecast, Costs (traditional and ABC), Lean Mfg, Inventory, A/P, A/R, Fixed Assets, Investment Analysis (ROI / TIR), Internal Control, Policies and Procedures, Treasury, Collections, Implementation of ERP’s such as SAP – JDE – BPCS – SUNSYSTEMS – SAGE 400, QUICKBOOKS working with Mexican, Canadian and American companies. Jaime has held multiple Controller positions and was promoted twice to CFO.

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

  • Implementation of Internal Control System under SOX law as Controller
  • Implementation of Cost Controlling System
  • Implementation of Inventory Controlling System
  • Significant experience in budgeting and forecasting systems
  • Implementation of ERP’s in Mexican, American and Canadian companies

While Jaime has worked as Corporate Controller and CFO in many different industries, the following industries are those that he’s spent the most time working in. 

  • Construction
  • Industrials & Manufacturing
  • Oil and Gas Exploration & Production
  • Mining Exploration and Extraction
  • Pharmaceutical
  • Automotive
  • Agrochemical
  • Real State
  • Wine
  • Food
  • Retail

Instituto Politecnico Nacional (Mexico City) – Accounting

Instituto Tecnologico Galo (Mexico) – Business Administration

  • Bi-Lingual (English & Spanish)
  • Energold Drilling Corp. (CFO)
  • Grupo Auge (CFO)
  • Grupo Dragon (Corp. Controller)
  • Panamerican Silver (Operations Controller)
  • Pfizer (Controller)
  • Hitchiner MFG (Controller)
  • Pharmacia & Upjohn (Cost Accounting Manager)

Innocent Msemburi

Financial Analyst

832-866-4246

(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.

  • Financial Modelling
  • Financial
  • Analysis
    Accounting Analysis
  • Investment Analysis
  • Mergers and Acquisitions
  • Data Validation
  • Interpreting Financial Statements & Metrics
  • Variance Analysis & P/L Impact reports
  • Financial Services
  • Investments
  • Manufacturing
  • Oil & Gas
  • Logistics
  • Media
  • Information Technology
  • Real Estate Construction
  • Consulting
  • BBA Finance & Accounting (Bachelors)
  • SAIFM Investments
  • SAP B1
  • Smit and Cole Group (Business Consulting Firm)
  • Investment Solutions (Investment Wing of Alexander Forbes)
  • Open Symmetry Group (Consulting South African Company)

Elizabeth Orms

Marketing Director

[email protected]

832-866-4246

Elizabeth joined Strategic CFO in 2021 and has since evolved into the company’s go-to expert for all things marketing and digital strategy. As a one-woman marketing department, she oversees the firm’s website, online learning platforms, CRM, email campaigns, SEO, Google Analytics, and PPC advertising. She also manages Strategic CFO’s social media presence and drives the company’s content strategy across digital channels.

With a B.B.A. in Marketing from Texas State University and nearly four years of hands-on experience, Elizabeth has played a pivotal role in modernizing the SCFO brand and expanding its online infrastructure. From launching large-scale website renovations to managing lead generation campaigns, she brings a data-driven, creative, and highly strategic approach to every project.

Known for being self-motivated, adaptable, and always ready to tackle a challenge, Elizabeth continues to deliver high-impact results that support SCFO’s growth and visibility.

  • Digital and Internet Marketing
  • Search Engine Optimization (SEO)
  • Marketing Strategy
  • Content Development
  • Product Development
  • Email Marketing
  • Social Media Marketing
  • Customer Support
  • Website Development
  • Texas State University BBA in Marketing

Richard Wilcox

Sales & Business Development Director

[email protected]

832-721-2444

Richard is a results-driven sales executive with over a decade of success in strategic business development, client partnerships, and team leadership. Before joining Strategic CFO®, Richard led sales initiatives at Clear Channel Outdoor and held leadership roles in executive search firms, managing multimillion-dollar accounts and engaging with C-level stakeholders across industries. His early career began at KPMG, where he specialized in project management, technology audits, and ERP implementations.

At Strategic CFO®, Richard leads our sales and business development efforts, connecting mid-market businesses with the strategic financial solutions they need to grow, transition, or stabilize. With his background in professional services, technology, and industrial sectors, Richard brings a unique ability to identify client needs and build long-term relationships.

He holds a B.B.A. in Management from Baylor University and is passionate about helping business owners unlock their company’s full potential.

  • Strategic Sales & Business Development
  • Client Relationship Management
  • Mid-Market & Enterprise Sales, Executive-Level Communication
  • Prospecting & Lead Generation
  • CRM & Sales Pipeline Management
  • Contract Negotiation
  • Market Expansion & Territory Development
  • Cross-Functional Team Leadership
  • Consultative Selling
  • Revenue Growth Strategy
  • Professional Services & B2B Sales
  • Industrial & Technology Sector Expertise
  • Solution-Oriented Sales Approach
  • Networking & Strategic Partnerships
  • Baylor University BBA in Managment

Scotch

Special PAWjects Manager

Scotch represents the Quality, Discipline and Service you can expect from Strategic CFO.

Scotch will be leading a new series for the WikiCFO Archive called “Strategy with Scotch”. Tune in free to hear the latest news, forecasts, tactics, procedures and courses on all things financial leadership and get your accounting questions answered!

If you have a topic or question you’d like discussed in the next Strategy with Scotch, send it to [email protected]! 

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Scotch

Special PAWjects Manager

Scotch represents the Quality, Discipline and Service you can expect from Strategic CFO.

Scotch will be leading a new series for the WikiCFO Archive called “Strategy with Scotch”. Tune in free to hear the latest news, forecasts, tactics, procedures and courses on all things financial leadership and get your accounting questions answered!

If you have a topic or question you’d like discussed in the next Strategy with Scotch, send it to [email protected]! 

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