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Tag: financial reporting

Keith Arnell: Strategic Virtual CFO Delivering Clarity, Control, and Confidence in Financial Operations

Keith Arnell is a trusted Virtual CFO and Founder of Pavilion Advisors, where he delivers outsourced accounting and financial leadership to businesses across the U.S. With over 15 years of experience, he specializes in helping companies—from start-ups to those scaling past $30M in revenue—gain financial clarity through expert budgeting, forecasting, cash flow management, and real-time reporting. Known for his integrity and client-first approach, Keith empowers business leaders to make confident, data-driven decisions while freeing them to focus on growth. His extensive background in fund accounting, real estate finance, and financial operations makes him a strategic partner for businesses ready to elevate their financial infrastructure.

Christi Westman: Experienced Financial Executive in Banking and Corporate Finance

Christi Westman is a seasoned financial executive with extensive expertise in corporate accounting, financial management, and regulatory compliance. As Vice President and Controller at Gate City Bank, she oversees financial operations, ensuring accuracy, efficiency, and compliance while driving strategic growth initiatives. With a strong background in public and corporate accounting, including leadership roles at Titan Machinery, Caterpillar, Valspar, and Deloitte, Christi has a proven track record of optimizing financial reporting, managing audits, and leading high-performing teams. A Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA), she combines technical expertise with strategic vision to enhance profitability and operational effectiveness. Dedicated to mentorship and industry leadership, she actively contributes to professional organizations and community initiatives, reinforcing her commitment to financial excellence and organizational success.

John Blocher: A Strategic Leader in Actuarial Science and Risk Management

John Blocher is an accomplished actuarial and risk management executive with a proven track record of driving financial stability, regulatory compliance, and strategic innovation within the insurance industry. As Chief Risk Officer, Vice President, and Actuary at Liberty Bankers Insurance Group, he oversees enterprise risk management, capital strategies, and product optimization, leveraging his extensive expertise in actuarial science and financial analytics. With a career spanning leadership roles at major financial institutions, John has played a pivotal role in risk-based capital calculations, reinsurance strategies, and financial reporting, ensuring operational resilience and long-term growth. His active contributions to industry committees, including the American Academy of Actuaries and the Society of Actuaries, underscore his commitment to shaping industry best practices and mentoring future actuarial professionals. Through his executive leadership, technical proficiency, and strategic foresight, John continues to make a significant impact on the evolving landscape of insurance and financial risk management.

Erich Reimann, CPA, CMA, CVA: Driving Financial Excellence in Government Contracting, Defense and Manufacturing.

I am excited to share my executive biography, highlighting my 30+ years of experience in financial leadership, government contracting, and strategic corporate finance. My expertise spans mergers and acquisitions, cost management, compliance, and financial strategy, and I am currently exploring board and advisory opportunities to help companies scale and succeed.

Sheena Shones | Dynamic Financial Executive & Strategic Growth Leader

Sheena Shones is a seasoned financial executive with over 15 years of expertise in financial strategy, risk mitigation, and operational excellence. As a Controller, she has successfully led organizations through financial transformations, post-acquisition integrations, and strategic growth initiatives. Her deep knowledge of GAAP compliance, budgeting, forecasting, and process improvement enables her to optimize financial health and drive business success. With experience spanning manufacturing, service, crypto, AI, and clean energy industries, Sheena is passionate about leveraging technology and data-driven insights to enhance decision-making. She is actively seeking board opportunities where she can apply her expertise in financial leadership, strategic planning, and business transformation to help companies scale and thrive.

Mandy Warren: Leading Change, Building Trust and Inspiring Followership.

I’m excited to share my executive biography, detailing my 34-year journey in finance, accounting, and business transformation across the pharmaceutical, clinical research, and healthcare industries. I’m passionate about leading change, building trust, and driving financial excellence. If you’re looking for strategic board leadership in finance and operations, let’s connect!

The Impact of Client Engagement on Fund Services

In the ever-evolving financial services landscape, client engagement serves as the cornerstone for building trust, loyalty, and enduring partnerships. Michelle Marschel emphasizes that a personalized approach—tailored to clients’ unique goals and supported by technological innovation and feedback loops—can transform service quality and foster deeper connections. By integrating advanced tools to streamline operations and gathering actionable insights from clients, fund services can remain agile and responsive to changing needs. Proactive engagement, coupled with a commitment to operational excellence, not only enhances client satisfaction but also solidifies their confidence in service providers as essential partners in their financial success.

Agnes Pecjo, CMA, CPA (PH): Transformational Leader in Finance, Innovation and Coaching; “Making a Positive Impact, One Person at a Time, One Day at...

I’m excited to share my executive biography, which highlights my journey in finance, business transformation, innovation, and executive coaching. Throughout my career, I have been passionate about empowering teams, optimizing business processes, and driving impactful change. My experience spans global finance, outsourcing, digital transformation, and leadership development, and I am dedicated to helping businesses and professionals achieve their full potential.

Wendell Shumway: Global Finance Leader and Experienced Board Member

Wendell Shumway is a seasoned finance executive with over 30 years of experience in leadership, strategic planning, and global operations. Currently serving as Vice President and Segment Controller at Nine Energy Service, Wendell has a proven track record of driving organizational success in the energy sector. Fluent in Spanish and having lived internationally for eight years, he brings a multicultural perspective to his work, complemented by deep expertise in finance, accounting, and operational excellence. Guided by his personal motto, “Seek opportunities to build others in sincere praise,” Wendell is a dedicated leader committed to fostering growth and delivering meaningful impact.

Hassanali Espahbodi: Visionary Academic Leader and Strategic Advisor

With over 38 years of experience in academic leadership, curriculum design, and student success initiatives, Hassanali Espahbodi is a dynamic educator and scholar dedicated to fostering excellence in education. A Ph.D. graduate in Business Administration specializing in Accounting, Dr. Espahbodi has spearheaded transformative programs, restructured curricula to meet industry standards, and championed inclusive, equitable learning environments. Recognized for his strategic vision and collaborative leadership, he has authored 29 influential journal articles and contributed to international educational initiatives in Turkey and Russia. Dr. Espahbodi’s unwavering commitment to innovation and mentorship has left an enduring impact on students, faculty, and academic institutions worldwide.

Paul Killpack: Visionary Financial Strategist Driving Transformational Growth

Paul Killpack is a meticulous and results-driven financial leader with over 25 years of experience as a Chief Financial Officer, specializing in driving business profitability, streamlining operations, and implementing cost-saving initiatives. Renowned for his expertise in maximizing cash flow, generating insightful financial reports, and fostering organizational growth, Paul has successfully scaled businesses across diverse industries. His hands-on approach and strategic vision have enabled him to lead high-performing teams, secure significant investment partnerships, and optimize financial infrastructures to support rapid expansion. With a proven track record of success in both public and private sectors, Paul remains committed to excellence, innovation, and delivering measurable results.

Joe O’Brien: Seasoned IT Procurement Lead and Procurement Expert

Joe O’Brien is a seasoned Senior Strategic Buyer with over 15 years of experience specializing in procurement, SaaS, and supply chain management. Known for his strong leadership and ethical approach, he has consistently delivered significant cost savings and optimized procurement outcomes through strategic sourcing and supplier relationship management. Joe's expertise extends across various IT commodities, and he has successfully led sourcing initiatives that have saved millions for organizations. With a Master’s in Management Science & Supply Chain Management and certifications from the Institute for Supply Management, Joe combines deep industry knowledge with a commitment to driving business growth and fostering collaboration at all levels. His passion for relationship-building and his ability to navigate complex procurement processes make him an invaluable asset to any organization.

Stephanie Lynn Nghiem, CPA: Accomplished Accounting and Finance Executive

Stephanie Lynn Nghiem is an accomplished accounting and finance executive with over 21 years of experience leading financial operations, reporting, and strategic initiatives across diverse sectors. Currently serving as the Vice President of Finance & Accounting at OneAZ Credit Union, she oversees critical financial functions, including the general ledger system, budgeting, forecasting, and compliance with GAAP. Throughout her career, Stephanie has demonstrated a unique ability to drive operational efficiencies, such as implementing automation and improving financial processes, while mentoring teams and fostering collaboration. Her extensive background includes leadership roles at American Express, where she managed investment proposals and led the implementation of international financial standards. A licensed CPA in both Arizona and Illinois, Stephanie’s expertise and dedication have positioned her as a trusted leader, and she is now seeking opportunities to leverage her experience on boards and advisory committees to drive meaningful impact.

Virginia Greene: Executive Leader in Construction and Accounting Management

Virginia Greene is a seasoned executive with over 20 years of experience in construction management and accounting, specializing in project finance, financial reporting, and operational efficiency. She is known for her strong character, work ethic, and commitment to excellence, consistently driving results while fostering a culture of accountability. Throughout her career, Virginia has excelled in guiding small to mid-sized companies through complex financial challenges, ensuring projects remain on budget and deadlines are met. Her strategic mindset allows her to lead organizations with clear goals, while her communication skills help build strong relationships and facilitate collaboration at every level of an organization.

Innovative Approaches to Fund Administration

The landscape of fund administration is undergoing a revolutionary transformation, driven by cutting-edge technologies and evolving market demands. Innovations like automation and AI are streamlining operations, reducing human error, and enhancing decision-making processes, while blockchain technology provides unparalleled security and transparency in transaction recording. Cloud-based solutions offer scalability and real-time data access, enabling firms to respond swiftly to client needs. Meanwhile, RegTech is simplifying compliance in an increasingly complex regulatory environment, and data analytics is unlocking actionable insights for optimized fund performance. Together, these advancements are reshaping fund administration into a strategic, value-driven function that propels efficiency, growth, and client satisfaction.

Keith Ajeh – Senior Business Consultant and Financial Analyst

Keith Ajeh is a seasoned business consultant and financial analyst with over six years of experience in various industries, including pharmaceuticals, finance, IT, and logistics. Based in Worcester, MA, he has developed a reputation for excellence in financial planning, analysis, and process automation. His strong educational background, with a Bachelor's in Business Administration from Worcester State University and ongoing MBA studies, complements his practical expertise in ERP systems such as Hyperion, SAP, and Apptio. Keith's hands-on experience in budgeting, forecasting, SOX compliance, and business management positions him as a valuable asset to any organization seeking to enhance operational efficiency and drive financial success.