Our Team
At The Strategic CFO, we always provide service with quality in mind. Likewise, we seek quality talent. Meet The Strategic CFO team below and learn how our team can meet your specific needs.
Dan Corredor
President of The Strategic CFO

CPA & Bilingual

The Strategic CFO_Our Team_DanCorredor2
Cyndi Dinh
Managing Director at The Strategic CFO

MBA & Bilingual

The Strategic CFO_Our Team_Cyndi Dihn
Marilynne Franks Bleeker
Director at The Strategic CFO

CPA

The Strategic CFO_Our Team_MarilynneFBleeker
Jim Hansen
Director at The Strategic CFO
The Strategic CFO_Our Team_JimHansen
Jose Perez-Bello
Director at The Strategic CFO
The Strategic CFO_Our Team_JosePBello
Karen Reed
Director at The Strategic CFO
The Strategic CFO_Our Team_KarenReed
Amy Knight
Director at The Strategic CFO

CPA

The Strategic CFO_Our Team_Amyknight
Oscar Pinotti
Director at The Strategic CFO


The Strategic CFO_Our Team_OscarPinotti
Carol Manley
Accounting Manager at The Strategic CFO

MBA

The Strategic CFO_Our Team_CarolManly
Phyllis Agyeman
Accounting Manager at The Strategic CFO

MBA

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Rita Anderson
Accounting Manager at The Strategic CFO

MBA & CFE

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Reynaldo Llana
Accounting Manager at The Strategic CFO

MBA

The Strategic CFO_Our Team_ReyLlana
Innocent Msemburi
Financial Analyst at The Strategic CFO
The Strategic CFO_Our Team_Innocent M.
Elizabeth Orms
Marketing Specialist at The Strategic CFO
The Strategic CFO_Our Team_ElizabethOrms
Blakely Bacque
Business Development Director
Blakely Bacque
Raymond Platz
Director at The Strategic CFO
The Strategic CFO_Our Team_RayPlatz
David Nilsen
Director at The Strategic CFO
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Kim Henry
Director at The Strategic CFO
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Jarvis Owens
Accounting Manager
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Stacy Walker
Director at The Strategic CFO
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Jaime Bernal
Director at The Strategic CFO
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Hector Perez
Director at The Strategic CFO
Hector Perez
Jim Wilkinson
Founder
IMG_01032-300x225

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.

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Dan Corredor

President at The Strategic CFO

dcorredor@strategiccfo.com

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
  • 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

Cyndi Dinh

Managing Director at The Strategic CFO

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

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.

Marilynne Franks Bleeker’s career has had many focuses, but her core professional competencies include the following:
  • Financial Reporting
  • Internal Controls
  • P & L Responsibilities
  • Budget Management
  • State Sales Tax
  • Cost Analysis & Containment
  • Team Building, Development & Management
  • Compliance Management
  • Process Improvements
  • US GAAP

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

  • E-Commerce
  • Professional Sole Proprietors
  • Small Businesses

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

  • Certified Public Accountant
  • 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

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.

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
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
Concordia University-Milwaukee Bachelors Degree in Accounting
  • 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

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.

  • 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 ​
  • Manufacturing ​
  • Oil and gas​
  • Energy
  • The University of Houston (Executive MBA Program) Houston, TX​
  • Universidad Simon Rodriguez (Caracas – Venezuela) – BBA​
  • Bilingual (English – Spanish)
  • 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

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.

  • Financial Reporting
  • Consolidations
  • Internal Controls
  • Budgeting
  • Cash Management
  • Back Office Operations & System.
  • Software as a Service (SAAS)
  • Non-Profit
  • Services
  • Manufacturing
  • Banking
  • Behavioral Health Care

University of Houston, Clear Lake

Bachelor of Science

  • 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

Amy Knight

Director at The Strategic CFO

Amy Knight has over 20 years of experience.

The industries Amy Knight has served include the following:

  • Energy
  • Manufacturing
  • Utilities 
  • Oil & Gas
Sam Houston State University, Huntsville, Texas 2005
  • Masters of Science, Accounting/Finance Concentration
Sam Houston State University, Huntsville, Texas 2003
  • Bachelor of Business Administration, Accounting Concentration
  • Magna Cum Laude
Received 2003 Petroleum Accountants’ Society of Houston Scholarship for educational pursuits due to demonstrated academic excellence CPA Certified
  • Management Controls Inc, – Controller
  • Goodman Manufacturing – Accounting Manager
  • SouthWest Water Company – Accounting/Financial Reporting Manager
  • HEIN & Associates – Senior Associate
  • Pricewaterhousecoopers – Senior Assurance Associate
  • Oil States HydroTech Incorporated – Accounting

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.

  • 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

Carol Manley

Accounting Manager at The Strategic CFO

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

Phyllis Agyeman

Accounting Manager at The Strategic CFO

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.

Phyllis Agyeman’s career has had many focuses, but her core professional competencies include the following:
  • Financial Statement Preparation
  • General Ledger Accounting
  • Month-/Year-End Closing
  • Accounts Payable/Receivable (AP/AR)
  • Expense Control
  • Intercompany Accounting
  • Inventory Management
  • Software Implementation
  • Staff Training & Supervision

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

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

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

  • 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

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.

Rita Anderson’s core professional competencies include the following:
  • General Accounting
  • Fraud Management
  • Forensic Accounting
  • Budget & Forecasting
  • Month-end Close
  • Payroll
  • Policies and Procedures Documentation
  • Training & Development
  • Audit and SOX Compliance
  • Software Implementation
  • Complex Reconciliation
  • Financial Analysis
  • Tax Preparedness
  • Bankruptcy
  • Derivative Accounting
  • Oil & Gas
  • Energy
  • Investment Banking
  • Industrial Supply
  • Non-Profit/Government
  • Professional Services
  • Legal
  • Insurance
  • Small Business
  • Master of Business Administration in ExecutiveManagement
  • Bachelor of Business Administration in Finance
  • Certified Fraud Examiner
  • 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

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

  • Operational Accounting
  • Financial Accounting
  • Intercompany Accounting
  • Month end close processes
  • Accounting systems conversion
  • Project Accounting
  • Electronics
  • Maritime
  • IT & Management Consulting
  • Oil & Gas
  • Healthcare
  • Banking & Financial Services
  • 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)
  • 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

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 Specialist

Elizabeth is a recent graduate from Texas State University where she earned her B.B.A. in Marketing. She recently made the move from Austin, TX to Houston where she began her career as TSCFOs Marketing Specialist. Driven by her desire to learn and gain experience in the marketing world, her goal is to take the SCFO brand to the next level by enhancing its online infrastructure and presence. Elizabeth has been a great asset to the team thus far, undertaking a large-scale website renovation project within her first few weeks and modernizing the marketing strategy. She is a self-starter, highly motivated, and always up for a challenge.
  • 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

Blakely Bacque

Business Development Director

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.

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

Raymond Platz

Director at The Strategic CFO

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.

  • Chapter 11 and Chapter 7 Bankruptcy​
  • Fraud Examinations​
  • Forensic Accounting Services ​
  • Financial Advisory Services
  • Banking​
  • Commercial Real-estate Management​
  • Oil and gas​
  • Retail​
  • Telecommunications
  • 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
  • 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

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

Kim Henry

Director at The Strategic CFO

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.

  • Financial Reporting
  • Budget & Forecasting
  • Month-end Close
  • Payroll
  • Training & Development
  • Strategic project implementation
  • Project Management
  • Software Implementation
  • Oil & Gas Services
  • Manufacturing
  • Non-profit
  • Retail
  • Construction
  • Private Medical Practices
  • Professional Services
  • University of Louisiana at Lafayette
    • General Studies, B.G.S., focus in accounting
  • Birkman International, Inc.
  • R. Carson Llewellyn & Associates
  • Riverstone Dental
  • Logistical Solutions
  • Michael Blum Interiors
  • Eschmann Engineering
  • Springtime House- USA

Jarvis Owens

Accounting Manager

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.

  • Financial Advisory Services​
  • Full Cycle Accounting Services
  • Budgeting & Forecasting
  • P/L Analysis
  • Financial Modeling
  • Oil & Gas
  • Food Industries
  • Energy & Gas
  • Consulting
  • Inspection & Testing
  • Insurance
University of Houston – Downtown, B.B.A. in Accounting
University of Houston B.S., Accounting
  • Certified Public Accountant
  • Bi-Lingual (English & Spanish)

Stacy Walker

Director at the Strategic CFO

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

Jaime Bernal

Director

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)

Hector Perez

Director at The Strategic CFO

Hector Perez is Director at The Strategic CFO, with over 25 years of financial and operational experience in the Industrial and Oil & Gas sectors. Hector has operational experience working as Director of Aftermarket Sales, and General Manager, responsible for operations and profitable growth of the business. He has held various financial management roles that focused on traditional responsibilities including consolidation of financials, analysis, forecasting, annual budgeting / strategic process, and managing the accounting teams. His leadership has helped the businesses achieve company and departmental objectives. Hector has extensive experience with manufacturing (standard costs and POC), process improvements, facility consolidations, multi-location / international operations, system implementations, acquisitions, divestitures, & audit. He is a licensed Certified Public Accountant (CPA) and bilingual (Spanish). 

  • General & Financial Accounting 
  • Global Consolidations 
  • Management Reporting & Analysis 
  • Annual Budget / S&OP – Forecasting 
  • Merger & Acquisition – DD & Integration  
  • Standard Costing & POC 
  • ERP System Implementation 
  • Process Improvements – Kaizens 
  • Exceptional People Skills 
  • Proficient in MS Excel & other MS products
  •  
  • Industrial  
  • Oil & Gas 
  • B.B.A., Accounting – University of Texas at Austin 
  • CPA – California,  
  • Bilingual – Spanish  
  • Hudson Products – GM / Director of Aftermarket Sales
  • Hudson Products – Corporate Controller
  • WorleyParsons – Senior Financial Manager
  • Parker Hannifin – Division Controller
  • Parker Hannifin – M&A Manager
  • Parker Hannifin – Financial Analysis Leader
  • Parker Hannifin – Audit Supervisor
  • Parker Hannifin – Accounting Manager
  • Parker Hannifin – Senior Auditor