Banking & Financial Services Resources

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Joel Aguilar

Internal Audit & Process Documentation Manager

SKILLS & EXPERTISE

Audit Preparation Inventory Mergers & Acquisitions Process Enhancement System Implementation

INDUSTRY EXPERIENCE

Banking & Financial Services
Business Services
Manufacturing
Technology & Systems

SYSTEM EXPERIENCE

Excel
Tableau

Director

LEVEL

38+

YEARS OF EXPERIENCE

AVAILABILITY

Brendan Lahey

Consultant

SKILLS & EXPERTISE

Bank Reconciliations Budgeting & Forecasting cash flow Close Process Management Cost Accounting Financial Reporting FP&A Inventory KPI Performance Management Mergers & Acquisitions Modeling Project Management

INDUSTRY EXPERIENCE

Automotive
Banking & Financial Services
Big 4/National Firm
Construction
Consumer Products
Energy
Manufacturing
Oil & Gas
Private Equity
Technology & Systems
Utilities

SYSTEM EXPERIENCE

Blackline
Hyperion
NetSuite
Power BI
QuickBooks
Workday
Xero

Executive

LEVEL

24+

YEARS OF EXPERIENCE

AVAILABILITY

Charles Carrier

Chief Financial Officer

SKILLS & EXPERTISE

Account Reconciliation Budgeting & Forecasting Controls Implementation Financial Reporting System Implementation

INDUSTRY EXPERIENCE

Banking & Financial Services

SYSTEM EXPERIENCE

Executive

LEVEL

25+

YEARS OF EXPERIENCE

AVAILABILITY

Adrian Lamberti

Accounting Consultant

SKILLS & EXPERTISE

Account Reconciliation Audit Preparation Budgeting & Forecasting Lease Accounting Mergers & Acquisitions Revenue Recognition SEC Reporting Technical Accounting

INDUSTRY EXPERIENCE

Banking & Financial Services
Energy
Hospitality
Manufacturing
Public Accounting

SYSTEM EXPERIENCE

Blackline
Hyperion
Oracle
PeopleSoft
QuickBooks
SAP
Workday

Senior

LEVEL

25+

YEARS OF EXPERIENCE

AVAILABILITY

Biju Varnan

Finance Consultant

SKILLS & EXPERTISE

Budgeting & Forecasting FP&A Modeling Project Management

INDUSTRY EXPERIENCE

Banking & Financial Services
Hospitality
Retail & e-Commerce

SYSTEM EXPERIENCE

Hyperion
JD Edwards
NetSuite
Oracle
PeopleSoft
SQL
Tableau

Manager

LEVEL

25+

YEARS OF EXPERIENCE

AVAILABILITY

Michael Seay

Chief Operating Officer

SKILLS & EXPERTISE

Budgeting & Forecasting Cash Flow Management FP&A KPI Performance Management Mergers & Acquisitions Modeling Value Enhancement

INDUSTRY EXPERIENCE

Banking & Financial Services
Business Services
Consumer Products
Insurance
Manufacturing
Oil & Gas
Private Equity

SYSTEM EXPERIENCE

Executive

LEVEL

15+

YEARS OF EXPERIENCE

AVAILABILITY

Preeti Wadhwa

Sr. Director, Merchandising Business Systems and Transformation

SKILLS & EXPERTISE

Account Reconciliation Bank Reconciliations Budgeting & Forecasting Financial Reporting Fixed Assets FP&A Inventory KPI Performance Management Project Management Value Enhancement

INDUSTRY EXPERIENCE

Banking & Financial Services
Biotech & Pharmaceutical
Distribution
Logistics
Oil & Gas
Retail & e-Commerce
Technology & Systems

SYSTEM EXPERIENCE

ADP
Blackline
Concur
Hyperion
Oracle
Power BI
QuickBooks
SQL
Tableau

Director

LEVEL

18+

YEARS OF EXPERIENCE

AVAILABILITY

Brad Oldham

Interim CFO

SKILLS & EXPERTISE

Acquisition Integration Cash Flow Management Mergers & Acquisitions Process Enhancement System Implementation

INDUSTRY EXPERIENCE

Banking & Financial Services
Business Services
Healthcare
Manufacturing

SYSTEM EXPERIENCE

Executive

LEVEL

30+

YEARS OF EXPERIENCE

AVAILABILITY

Michael Hu

Business Analytics Consultant

SKILLS & EXPERTISE

Budgeting & Forecasting Financial Reporting Fixed Assets KPI Performance Management Modeling System Implementation

INDUSTRY EXPERIENCE

Banking & Financial Services
Business Services
Technology & Systems

SYSTEM EXPERIENCE

Hyperion
Oracle
PowerBI
SQL
Tableau

Manager

LEVEL

12+

YEARS OF EXPERIENCE

AVAILABILITY