Tag: financial reporting

Donna E. Collins: Accomplished Finance and Operations Executive with Global Nonprofit Leadership Expertise

Donna E. Collins is a transformative finance and operations executive with over 30 years of experience leading mission-driven organizations through strategic growth, financial reform, and operational excellence. Known for her integrity, cross-functional leadership, and deep expertise in nonprofit finance, Donna has successfully implemented enterprise systems, managed global compliance, and built high-performing teams across the U.S. and internationally. Her ability to align strategy with execution makes her a trusted advisor to executive teams and boards alike.

Justin Van Fleet: Transformational Leader in Assurance Services and Strategic Growth

Justin Van Fleet, CPA, is a seasoned assurance leader with over 20 years of experience driving strategic growth, operational excellence, and high-quality client service in public accounting. Known for his ethical leadership and collaborative approach, he has led the expansion of assurance departments, guided companies through complex transactions including IPOs and mergers, and built strong client relationships across diverse industries such as technology, life sciences, and manufacturing. With deep expertise in regulatory compliance, financial reporting, and equity instruments, Justin is a trusted advisor to both public and private companies, bringing a personal, hands-on style that inspires teams and delivers long-term value.

Rodney Metzger: Seasoned Tax Leader Driving Efficiency, Strategy, and Results

Rodney Metzger is a highly accomplished tax executive with over four decades of leadership experience driving operational efficiency, strategic tax planning, and organizational excellence across domestic and international landscapes. Known for his strong character, technical expertise, and strategic foresight, Rodney has consistently delivered measurable results through process improvements, tax savings initiatives, and team development. With a Master of Science in Taxation from Walsh College and a Bachelor of Business Administration from the University of Michigan, Rodney has led tax functions at major corporations while maintaining a personal commitment to mentorship and collaboration. Now offering his expertise on a part-time or seasonal basis, he remains a trusted advisor for organizations seeking a seasoned professional to navigate complex tax challenges with integrity and precision.

Gregg Glaser: Strategic Integrity in Action

I'm proud to share my professional journey, which has spanned over four decades in finance and executive leadership. From public and private company CFO roles to community service and international business exposure, I’ve remained committed to integrity, strategic growth, and creating meaningful impact. Here is my biography.

Kapil K. Jain: Global Finance and Strategic Risk Leader

I'm proud to share this comprehensive executive biography, which reflects my four-decade journey in global finance, risk management, corporate governance, and leadership at EY. It's been an incredible path, shaped by collaboration, innovation, and a passion for ethical impact across borders and industries.

Angela Finch – Strategic Executive Leader in Business Strategy and Customer Success

Angela Finch is a strategic executive leader with a proven track record in business strategy, customer success, and operational excellence. With extensive experience in management, B2B relations, marketing, and leadership, she has successfully driven organizational growth and customer engagement across multiple industries. Currently serving as Director of Business Strategy Development at TELUS Health, Angela plays a pivotal role in aligning customer success initiatives with corporate objectives, leading high-performing teams, and optimizing business operations. Beyond her corporate success, she is a dedicated mentor and community leader, actively contributing to industry growth and non-profit organizations. Her ability to foster collaboration, streamline processes, and drive measurable results positions her as an influential leader in the business landscape.

Steven A. Milazzo, MBA | Employee Benefits & HR Consultant | Insurance Strategist | Mental Health Advocate

Steven A. Milazzo, MBA, is a respected leader in the employee benefits and HR consulting space, with more than 16 years of experience helping organizations navigate complex insurance landscapes and build strategic, people-centered solutions. Known for his integrity, data-driven mindset, and optimistic leadership style, Steven blends deep industry knowledge with a passion for improving lives—both in the workplace and through his longtime advocacy with the National Alliance on Mental Illness (NAMI). His well-rounded background across corporate HR, insurance brokerage, and client consulting makes him a trusted advisor and a strong candidate for board and advisory roles.

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.

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.