Jeffrey Wollman

Experience

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  Prudential-Bache Securities, Inc.

  Jan 1983 - Jan 1984

  Financial Analyst

  Created models for analyzing employee compensation plans and overhead allocation methods for this investment bank’s retail division. Key Achievement:• As an early adopter of PC technology, created innovative branch office P&L comparative reports to help managers increase efficiencies and profitability.

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  Marine Midland Bank, N.A.

  Jan 1984 - Jan 1986

  Financial Analyst and Business Development Officer

  Researched and completed dozens of capital budgeting analyses and proposals for investments in new branch locations, renovations and ATM installations for this commercial bank.Key Achievement:• Selected to manage sales personnel of Midtown branch and developed management information tracking systems to assess marketing’s product promotions.

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  Dowmar Securities

  Jan 1986 - Jan 1988

  Vice President - Corporate Finance and Controller

  At this real estate investment syndicator, analyzed hotel acquisitions for investor funds, determined best structures for private placement syndications, led property searches and supported the sales network. Key Achievement:• As a panelist at seminars, successfully presented the company’s unique investment opportunities; led investor meetings on the properties’ financial performance.• Prepared and presented detailed financial performance reports for investors.

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  Retrieval-Masters Creditors Bureau

  Jan 1988 - Jan 1995

  Controller

  Hands-on leader of accounting, operations, programming development and HR/benefits administration. Instrumental to the growth of this national consumer debt collection agency. Saved company millions of dollars through impactful vendor selection and contract negotiations.

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  Collection Corporation of America

  Jan 1995 - Jan 1997

  Director Of Operations

  Recruited to head Operations of a new affiliate of Credit Clearing House, a leading commercial debt collection agency. Collaborated with founder on systems programming. Hired and trained agents and general staff. Key Achievements:• Through industry contacts, secured $40M portfolio of credit card receivables which generated significant revenues. • Created an infrastructure to advance growth and enable the successful and profitable sale of the business.

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  Retrieval-Masters Creditors Bureau

  Jan 1997 - May 2021

  Chief Financial Officer

  Lead accounting, FP&A and HR administration at this national, $26M, 100+ employee, consumer debt collection agency.Key Achievements:• Achieved 6-fold rise in net income and 4-fold revenue increase during tenure. • Maintained profitability in challenging economic periods by controlling expenses allowing overhead increases only when revenues improved.• Executed a successful disaster recovery plan that enabled seamless operations due to a third party’s accidental asbestos contamination that jeopardized our business continuity. Show less

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  ProCFO Partners

  May 2021 - Apr 2022

  CFO | Principal

  ProCFO Partners are expert financial officers, networked across industries, verticals, specializations and situations. While each of us brings a unique perspective to our clients financial picture, our innovative and exclusive FGC Financial Flywheel™ ensures a consistent approach that puts their financial functions in context, helping them to create sustainable success.I utilized my prior experience and success for other companies to provide benefits to clients which included access to our CFO network's collective financial and industry expertise. We know how to work with our clients to add value to their Revenue Model, Systems and Processes, Reporting, Cash Management, Profit Improvement and Goals & Strategies. Small to medium-sized businesses and startups can benefit from our approach using our unique FGC Financial Flywheel™ to assess client needs.The allure of our business model is that our clients can have access to a part-time CFO with all-time commitment. We approach business issues through a financial lens looking forward using a strategic methodology. Show less

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  Perkins Automotive Inc.

  Apr 2022 - now

  Chief Financial Officer