特里 is 可用 租用
雇佣 特里特里·沃德
验证专家 in 金融
金融专家
位置
芝加哥，伊利诺伊州，美国
至今成员总数
二零一七年十一月三十日
特里 is the founder of 富尔顿咨询, an outsourced 首席财务官 & 会计 Services provider for small businesses and growth-stage startups. 特里 leads a team of five at 富尔顿咨询, where they act as a complete outsourced function for all finance and accounting responsibilities for their clients. They take an operational approach while keeping each founder's specific exit goals in mind in crafting the appropriate financing and reporting strategy.
职业生涯突出
创始人
富尔顿咨询
Director of 金融 and Business Development
amst海豹 & 形成
欧亚集团财务总监
Amsted铁路公司.
教育强调
行政工商管理硕士
IE商学院
注册会计师(CPA)
Department of Financial Professional Regulation
硕士学位
伊利诺斯州立大学
认证了
注册会计师(CPA)
ILL Dept of Professional Financial Regulation
工作经验
创始人
2018年至今
富尔顿咨询
- Served as a 首席财务官 for a $10-million digital marketing agency focused on higher education. 领导, 谈判, 执行业务销售, with founders exiting at a premium valuation to a strategic buyer.
- Served as 首席财务官 and controller to company providing private debt placements to law firms. Transactional value of over $200 million in capital deployed.
- Ran company that acts as 首席财务官 for over ten small businesses and startups. The focus was on cash flow generation, 金融建模, 筹款, and building accounting infrastructure.
- Ran company that provides fully outsourced accounting services for over ten small businesses and start ups. Provided Quickbooks accounting, payroll processing, bill payments, and invoicing.
重点领域:资本结构, 估值分析, 定价, 营运资金管理, 财务规划 & 分析(FP&A), 金融, 会计, 筹款, Modeling
Director of 金融 and Business Development
2017年至今
amst海豹 & 形成
- Served as a project leader for the $10-million acquisition of Chinese entity, led a global and cross-functional team through the entire acquisition and integration process. This included negotiations and valuation, securing board approval and due diligence, and ultimately closing the deal and integrating the new business.
- Acted as the head of finance and was tasked with building infrastructure and all financial reporting and analysis deliverables.
- 领导 strategic business development initiatives to expand the company’s addressable market, resulting in an acquisition in China, 在印度的合资企业, and two long-term supply agreements.
- Prepared and presented the strategy and marketing board presentations to the CEO and senior management of the parent company.
- Developed and executed an aggressive M&A strategy from lead generation to quarterbacking deal closure and integration.
关注领域:商业咨询, 业务规划, 商业金融, 估值倍数, 估值, 合并 & 收购(M&A)
欧亚集团财务总监
2014 - 2017
Amsted铁路公司.
- Managed complex partner relations for a joint venture with $40 million in revenue. Developed strategies for new product introductions, potential M&A activity, and strategic partnerships in the region. Served as the key facilitator of coordination between teams in the US, Russia, and other countries.
- Identified opportunity and executed the launch of a US sourcing initiative from a Russian joint venture, leading to $8 million in revenue and $1.5 million in earnings for Russian joint venture and the US parent company savings.
- Played an integral role in the negotiation, 构建, 金融建模, and execution of a ten-year supply agreement worth over $300 million.
- Managed and led the finance and human resources departments in the Moscow office, including four direct reports and a total team of ten.
- 建立财务模型, 准备投资分析, 领导尽职调查, and 谈判 a contemplated $11 million acquisition in the United Kingdom.
Focus areas: Budget Controls, 财务规划 & 分析(FP&一)、合并 & 收购(M&A), 营运资金管理, 金融建模, 财务会计
设备控制器
2012 - 2014
安司德铁路公司
- 准备财务模型, 的理由, 投资回报率分析(NPV), IRR, and so on) for two new production lines totaling $8 million in CapEx.
- Revamped the product costing system to apply overheads more accurately—leading to more precise costing and insight into the profitability by product.
- 领导 a team of three analysts/accountants, owned the month-end close and all financial accounting for a manufacturing facility with over $50 million in annual revenue.
- Reduced the annual overheads by 15% through consistent coordination with the department managers and by leveraging the SAP.
- Monitored, tracked, and controlled the annual capital expenditure budget of $7 million.
- Prepared and presented the annual business plan and budget to the corporate senior management.
Focus areas: Capital Expenditure Planning, 财务会计, 管理会计, 节约成本的结构, 成本基准测试, 降低成本 & 优化
教育
2016 - 2017
行政工商管理硕士 in General Management
IE商学院——马德里，西班牙
2010 - 2010
注册会计师(CPA) in 财务会计
Department of Financial Professional Regulation - Chicago, IL, USA
2009 - 2010
会计硕士学位
伊利诺斯州立大学 - Normal, IL, USA
2005 - 2009
会计学士学位
伊利诺斯州立大学 - Normal, IL, USA
认证
2010年10月至2021年9月
注册会计师(CPA)
ILL Dept of Professional Financial Regulation
有效的合作
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