Amy Roman

Amy Roman Email and Phone Number

CEO of CEFO Advisors, Inc. @ CEFO Advisors
Amy Roman's Location
Saratoga Springs, New York, United States, United States
Amy Roman's Contact Details

Amy Roman personal email

n/a
About Amy Roman

As an accomplished CFO and change-agent, I have over 28 years of experience turning companies around, re-establishing investor and banking relationships, and handling merger and acquisition activity. As the Founder of CEFO Advisors, we operate as a boutique firm that delivers tailored solutions and truly integrates as members of your core team. Some of our client industries include but are not limited to professional services, IT, alternative energy, marketing, wealth advisories, manufacturing, law, retail, among others. My previous experience includes working in NYC for over 20 years as a Senior Financial Executive for Ippolita, Medley Global Advisors, Gursky and Partners and Structured Logic Company. With nine of these twenty years, I worked for companies that were under Private Equity ownership.-Specialties: ✖️ CPA✖️ CAS Certified✖️ Certified M&A Advisor✖️ CGMA✖️ Culture Talk Certified✖️ Whole Life Leader✖️ AICPA✖️ Board Member, EO Albany✖️ Former Board Member, Wellspring Saratoga Springs

Amy Roman's Current Company Details
CEFO Advisors

Cefo Advisors

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CEO of CEFO Advisors, Inc.
Amy Roman Work Experience Details
  • Cefo Advisors
    Chief Executive Officer
    Cefo Advisors Jun 2013 - Present
    Saratoga Springs, Ny, Us
    Effective strategic financial leader with a unique operational understanding and proven track record of driving company initiatives and processes resulting in substantial gains in company performance. Adeptly skilled in understanding company drivers and challenges and working with management to quickly spot and understand cause and effect of trends in their business and marketplace. Effective negotiator and strong team builder.* Develops strong financial models to allow for accurate performance measures and deep dives into historical data to maximize business growth, and return on investment (ROI).* Develops strong controls, processes and systems to achieve operational excellence.* Solves even the most complex business challenges and gains buy-in at all levels resulting in strategic excellence. Areas of expertise include:Financial & Strategic PlanningBudget/Projection Development & ManagementMergers & Acquisitions (M&A) (Buy and Sell Side)Succession Planning ForecastingData integration and modelingRevenue Recognition (ASC 606)Development of SOX (Sarbanes-Oxley) Controls Job Cost/Profitability AnalysisCertifications include CPA (Certified Public Accountant), CGMA (Chartered Global Management Accountant) and CM&AA (Certified M&A Advisor)
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  • American Natural Gas
    Fractional Cfo
    American Natural Gas Dec 2014 - Nov 2020
    Saratoga Springs, New York, Us
    Www.americannaturalgas.com
    View
  • Ippolita
    Chief Financial Officer
    Ippolita May 2011 - Jun 2013
    IPPOLITA is renowned for creating handcrafted, effortlessly chic fine jewelry that is modern and timeless, versatile and luxurious. http://www.ippolita.com/ Follow us on Twitter! http://twitter.com/IppolitaJewelry
  • Medley Global Advisors
    Director Of Finance
    Medley Global Advisors Jan 2005 - Jan 2010
    London, England, Gb
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  • Gursky & Partners
    Cfo
    Gursky & Partners 2002 - 2004
  • Staffmark
    Eastern Region Controller
    Staffmark 1996 - 2000
  • New Horizons Computer Learning Centers
    Controller
    New Horizons Computer Learning Centers 1993 - 1995
    New Braunfels, Texas, Us
    View

Amy Roman Skills

Finance Accounting Budgets Managerial Finance Forecasting Financial Reporting Internal Controls Financial Analysis Strategic Planning Business Strategy Financial Modeling Cash Flow Retail Auditing Corporate Finance Due Diligence Financial Accounting Consolidation Business Planning Strategic Financial Planning Mergers And Acquisitions Luxury Goods Budgeting Microsoft Excel Analysis Wholesale Cash Management Start Ups Income Statement Restructuring Quickbooks Sarbanes Oxley Act Financial Planning Acquisition Integration Variance Analysis Cash Flow Forecasting Revenue Recognition Us Gaap Financial Systems

Amy Roman Education Details

  • Suny Geneseo
    Suny Geneseo
    Computer Science

Frequently Asked Questions about Amy Roman

What company does Amy Roman work for?

Amy Roman works for Cefo Advisors

What is Amy Roman's role at the current company?

Amy Roman's current role is CEO of CEFO Advisors, Inc..

What is Amy Roman's email address?

Amy Roman's email address is am****@****ail.com

What schools did Amy Roman attend?

Amy Roman attended Suny Geneseo.

What skills is Amy Roman known for?

Amy Roman has skills like Finance, Accounting, Budgets, Managerial Finance, Forecasting, Financial Reporting, Internal Controls, Financial Analysis, Strategic Planning, Business Strategy, Financial Modeling, Cash Flow.

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