Chad Barber, Cfa, Cpa Email and Phone Number
Alpharetta, GA, US
Chad Barber, Cfa, Cpa's Location
Alpharetta, Georgia, United States, United States
Chad Barber, Cfa, Cpa's Contact Details
Chad Barber, Cfa, Cpa work email
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Chad Barber, Cfa, Cpa phone numbers
About Chad Barber, Cfa, Cpa
⬆️ 𝗡𝗼𝘁 𝘆𝗼𝘂𝗿 𝘁𝘆𝗽𝗶𝗰𝗮𝗹 𝗖𝗙𝗔, 𝗖𝗣𝗔 𝗰𝗮𝗻𝗱𝗶𝗱𝗮𝘁𝗲. ⬆️ For over 20 years, I’ve been driving business growth and guiding companies of all sizes, including Fortune 500 leaders, toward sustainable success. My expertise lies in crafting and executing high-impact strategies that drive:📈 𝗡𝗲𝘄 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀:- Partnered with a $1 billion private equity portfolio company in the chemical cleaning industry.- Developed a combination of organic and inorganic growth strategies.- Propelled the company into new markets and solidified their presence in existing ones.𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲:🔄 Continuous Improvement Programs- Developed and executed a "Continuous Improvement" program for a $9 billion global commercial real estate company.- Reduced costs and delivered $35 million in annual run-rate EBITDA savings.𝗗𝗮𝘁𝗮 𝗗𝗿𝗶𝘃𝗲𝗻 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀:💼 Improve Financial Insights with Data- Led the implementation of a complex, $150 million+ ERP system for a global Fortune 300 client.- Ensured project success and empowered the client with financial insights needed for strategic decisions.𝗧𝗵𝗲 𝗖𝗵𝗮𝗿𝗹𝗲𝘀 𝗕𝗮𝗿𝗯𝗲𝗿 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲:🏗️ Strategy to Action Facilitator- Translate brilliant ideas into actionable plans and see them through to completion.- Bridge the gap between theory and tangible outcomes, carefully crafting a path from strategy to real-world results.🌉 Industry Bridge Builder- Navigate diverse business landscapes with experience across various industries.- Integrate solutions tailored to your business, understanding unique challenges, and ensuring seamless connections.🤝 Collaborative Partner- Foster strong relationships with clients, building trust and open communication.- Ensure everyone is invested in the project's success, sparking collaboration and guiding teams toward achieving shared goals.Transform your business today. 📧 charlesdbarber@pm.meOpen to new opportunities: FP&A Corporate Finance | M&A Integration | Program & Project Management & Strategic Planning. 🔗 Lets Connect!
Chad Barber, Cfa, Cpa's Current Company Details
Cdb Advisory Services
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Principal and Independent Consultant
Alpharetta, GA, US
- Website:
- cdbadvisoryservices.com
- Employees:
- 1
Chad Barber, Cfa, Cpa Work Experience Details
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Principal And Independent ConsultantCdb Advisory ServicesAlpharetta, Ga, Us
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Founder And Principal Advisor - Strategy, Finance & Operations (Independent Consultant)Cdb Advisory Services 2011 - Present𝗔𝗰𝘁 𝗮𝘀 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝘁𝗼 𝗙𝗼𝗿𝘁𝘂𝗻𝗲 𝟭𝟬𝟬 𝗮𝗻𝗱 𝟯𝟬𝟬 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗼𝗻 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆, 𝗙𝗶𝗻𝗮𝗻𝗰𝗲, 𝗮𝗻𝗱 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀.📈 Delivered over $100M in combined EBITDA improvement and strategic growth by leading high-impact projects and advising executive teams. Leveraged financial planning & analysis skills to drive a financial forecasting model overhaul, enhanced data precision, and supported strategic decision-making for senior leadership and key stakeholders.---𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗖𝗹𝗶𝗲𝗻𝘁 𝗦𝘂𝗰𝗰𝗲𝘀𝘀:🚀 Growth Architect & Profitability Partner- Partnered with companies ranging from a $3.1B building products giant to a high-growth startup.- Optimized operations across vertically integrated models, strengthening market position.- Developed financial models for startups, enabling them to secure funding for ambitious growth plans.- Unlocked new avenues for profitability for a $1B PE portfolio company.🔄 Strategic Transformation Leader- Crafted winning strategies and streamlined operations for organizations seeking growth.- Collaborated with a $4B insurance group to redefine US strategy and ensure alignment with growth goals.- Led a "Continuous Improvement" program at a $9B real estate services firm, generating over $35M in annual savings within the first year.- Established a global Project Management Office to govern 75+ projects, bringing structure and efficiency to delivery.🌐 Global Efficiency & Implementation Consultant- Advised clients on establishing offshore shared service centers.- Implemented a $150M+ ERP system for a global company.- Designed a new distribution center for a Fortune 200 client, optimizing supply chain for operational efficiency.📝 Interim FP&A Leadership- Stepped in as interim VP of Finance for a public healthcare client during a leadership transition, ensuring seamless financial operations and budget preparation.
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Senior Director, Strategy & TransformationVeritiv Corporation Apr 2018 - Jun 2019Atlanta, Georgia, UsDrove strategic direction & business transformation by leading cross functional teams, deep market research, organic growth planning, and strong relationship building with business unit leaders. --𝗞𝗲𝘆 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀:🗺️ Roadmap Architect & Program Leader- Architected a long-term strategic roadmap and led cross-functional programs to align business units with the company's overall objectives.- Defined scope, tackled challenges, and delivered actionable insights for data-driven decisions in multi-owner programs.📊 Market Intelligence Expert- Built a robust external intelligence network, tracking key market trends, including disruptive forces and macroeconomic factors.- Analyzed industry trends and benchmarks using internal and external data to validate or refine strategic direction.🚀 Actionable Strategy Implementation- Identified and recommended organic and inorganic growth strategies and potential partnerships to leverage Veritiv's scale and market position.- Distilled key strategic themes and opportunities into actionable initiatives, successfully executing large programs aligned with the long-term strategic vision.🤝 Execution Partner - Collaborated with senior management and business unit leaders to develop executable strategies and implementation plans for critical corporate-wide programs.- Developed and implemented effective communication and change management strategies to articulate strategic objectives to the Board of Directors and employees, fostering company-wide alignment.📈 Performance Measurement & Team Development - Tracked key strategic initiatives using SMART KPIs, providing valuable insights for executive leadership and the Board.- Invested in the development of the Corporate Strategy department staff, ensuring they possessed the necessary skills and knowledge to carry out strategic directives and advance their careers. -
Director, Strategy & TransformationVeritiv Corporation Feb 2016 - Mar 2018Atlanta, Georgia, UsShaped the company's future by partnering with the Chief Strategy Officer (CSO) to refine strategy, leverage core strengths for growth, and explore new industries through organic initiatives and acquisitions.---𝗞𝗲𝘆 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀:🔍 Industry Deep Dive: Informing Strategic Options- Led a comprehensive "Deep Dive" analysis, providing detailed insights into potential target industries, including competition, market size, and growth potential.- Facilitated a strategic workshop with executives, using the "Deep Dive" analysis to identify industry options that best aligned with strengths and risk tolerance.📊 M&A Modeling & Forecasting- Built financial models for potential M&A targets as part of a "Build, Buy, Partner Analysis."- Forecasted synergies, cash flow, and return on investment for each option, helping to choose the most attractive targets and build a strong deal pipeline for Corporate Development.🚀 Growth Catalyst- Initiated discussions with high-potential teams, uncovering hidden opportunities for organic growth.- Empowered the Corporate Strategy team to execute plans and own their careers.- Streamlined performance management to ensure alignment and progress towards strategic goals.🤝 Business Unit Strategy Execution- Led business units and field teams to craft aligned plans, initiatives, and KPIs that drove company strategy.- Generated over $385 million in new revenue within 9 months, including $160 million in organic growth and $225 million through acquisitions.- Built a repeatable annual strategy process to ensure continuous evaluation, alignment with budgets and compensation, and clear targets for everyone.
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Sr. Manager, Strategy & Operations, FinanceDeloitte Consulting Jun 2015 - Jan 2016Worldwide, OoFocused on Corporate Finance projects, specializing in finance transformation and post-merger integration (PMI), contributing significantly to client success.---𝗞𝗲𝘆 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀:🏗️ Finance Transformation - Partnered with a US steel manufacturer to optimize their finance organization.- Established offshore shared service centers, leveraging cost advantages and streamlining operations to boost overall efficiency.💼 Delivered Value Through Solutions- Led a winning proposal for a $3 million project with a global automotive OEM's captive finance arm.- Redesigned their off-lease return process, enhancing the customer experience and improving deal profitability.🔄 M&A Integration - Co-led the planning and initial execution of a complex M&A integration project for Deloitte's largest global client.- Optimized their finance operating model in preparation for a historic corporate merger and tax inversion. -
Director, Investment ManagementJm Family Enterprises (Corporate) Mar 2009 - Jan 2011Deerfield Beach, Florida, UsJM Family Enterprises, a $15 billion privately owned company, managed a portfolio exceeding $1.5 billion, encompassing company funds, retirement plans, and insurance investments, building a secure financial future.---𝗞𝗲𝘆 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀:🌐 Diversification Expert- Identified the need for diversification and championed the research and implementation of new investment options.- Spread risk and positioned the portfolio for long-term growth.📈 Strategic Asset Allocation- Charted the course for asset allocation, deciding how much to invest in different asset classes based on risk tolerance and long-term goals.- Ensured the portfolio remained on track for success.👥 Investment Manager- Led the selection process for investment managers, meticulously evaluating firms to ensure alignment with investment goals.- Acted as the guardian of the portfolio, ensuring it was in the best possible hands.💰 Cost-Cutting Champion- Identified an opportunity to switch insurance carriers for executive life insurance policies.- Found a more cost-effective option, slashing annual expenses by $1.5 million, providing significant savings for the company. -
Senior Manager, Strategic PlanningJm Family Enterprises (Corporate) Aug 2007 - Mar 2009Deerfield Beach, Florida, UsHelped shaped the future through strategic planning, data-driven decisions, and identifying growth opportunities.--𝗞𝗲𝘆 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀:🏗️ Strategy Architect- Facilitated the creation of winning strategies at both corporate and business unit levels.- Developed supporting initiatives, key performance indicators (KPIs), and clear targets.- Ensured plans were aligned with the annual budget, long-term financial goals, and overall company message.📊 Data-Driven Decisions- Led various special projects providing crucial insights, including economic trends, the auto industry landscape, competitive landscape, and core competencies.- Leveraged data and research to help the company make informed decisions.🔍 M&A Scout- Performed due diligence and valuation modeling on potential acquisition targets.- Assessed the financial health and potential fit of companies for acquisition.- Presented findings and recommendations directly to the CEO and Executive Management Team.
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Manager, Financial Analysis, Budgeting, Gaap & Eva Management ReportingJm Family Enterprises (Corporate) Mar 2007 - Aug 2007Deerfield Beach, Florida, UsLed a team responsible for GAAP compliance, management reporting, annual budgeting, and providing crucial analyses to support business units and the Executive Management Team.---𝗞𝗲𝘆 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀:🔧 Streamlining Efficiency | Building a Better Model- Identified opportunities to improve and streamline the accounting and reporting process.- Developed a high-level, driver-based budgeting model, maintaining accuracy while significantly reducing time needed for budgeting.- Enhanced efficiency, providing more valuable insights and reducing busy work.📊 Data & Control Implementation- Emphasized the importance of accurate data and strong internal controls.- Rewrote the EVA database and conducted an internal audit of the company's financial reporting controls.- Ensured data integrity and reliable reporting.
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Manager, Financial Analysis, Budgeting & Eva Management ReportingJm Family Enterprises (Corporate) Jul 2006 - Mar 2007Deerfield Beach, Florida, UsPlayed a pivotal role in shaping the company's financial future through strategic initiatives and financial performance management.---𝗞𝗲𝘆 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀:📊 Budget Blueprint- Led the team that crafted the 2007 GAAP and Economic Value Added (EVA) business plans, along with quarterly rolling forecasts.- Provided clear financial direction for the Executive Management Team through comprehensive financial roadmaps.💹 Financial Performance - Championed Economic Value Added (EVA) as a metric that considers profits and the cost of capital.- Oversaw EVA management reporting and conducted special analyses.- Made recommendations to improve the EVA methodology used by subsidiaries, ensuring effective measurement of success.🕵️ Special Projects- Tackled various special projects, analyzing data, evaluating situations, and formulating solutions to complex financial challenges.- Played a key role in solving financial puzzles, contributing to informed decision-making and strategic planning.
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Engagement Manager, Assurance (Financial Services Practice)Pricewaterhousecoopers, Llp Sep 2002 - Jun 2005GbEngagement Manager within the Financial Services practice, playing a vital role in ensuring the stability of the financial services industry.---𝗞𝗲𝘆 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀:👥 Led Assurance Teams- Led cross-functional audit teams, overseeing the financial examinations of multinational SEC registrants, broker-dealers, and banks, some with fees exceeding $2 million.- Managed the first-ever Sarbanes-Oxley implementation for an $8 billion banking client, ensuring compliance with this critical regulation.🔍 Financial Forensics - Acted as a financial researcher, closely analyzing client records and business processes.- Conducted interviews with C-level executives and key personnel to identify potential risks and critical audit areas.- Regularly uncovered significant audit findings and adjustments that could materially impact financial statements.🤝 Trusted Advisor- Built strong client relationships through regular consultations with Audit Committees and client management.- Presented findings, best practices, and technical accounting advice.- Assisted clients in implementing recommendations to improve their financial and operational processes. -
Senior Associate, AssuranceArthur Andersen, Llp Jan 2001 - Sep 2002Focused on efficiency, meticulous analysis, and ensuring compliance, delivering high-quality results and instilling a strong work ethic during time at Arthur Andersen.---𝗞𝗲𝘆 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀:⚙️ Efficiency Architect- Led audit teams on multiple projects concurrently, maximizing team effectiveness.- Optimized resource allocation, streamlined audit processes, and leveraged team members' strengths.- Resulted in increased audit efficiency and improved overall profitability.📋 Committed to Compliance- Meticulously analyzed client financial statements, public filings (10-Ks and 10-Qs), and other documents to ensure financial and regulatory compliance.- Identified numerous audit adjustments and implemented best practices, strengthening clients' financial reporting.
Chad Barber, Cfa, Cpa Skills
Forecasting
Financial Analysis
Gaap
Financial Modeling
Accounting
Budgets
Managerial Finance
Auditing
Financial Reporting
Corporate Finance
Strategic Planning
Due Diligence
Portfolio Management
Sarbanes Oxley Act
Leadership
Business Analysis
Competitive Analysis
Market Research
Valuation
Mergers
Banking
Risk Management
Compliance
Business Planning
Strategy
Mergers And Acquisitions
Analysis
Investments
Executive Management
Business Strategy
Internal Audit
Economic Research
Economic Value Added
Finance
Management
Financial Planning
Internal Controls
Process Improvement
Consulting
Chad Barber, Cfa, Cpa Education Details
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Northwestern University - Kellogg School Of ManagementFinance & Marketing -
Emory University - Goizueta Business SchoolFinance & Accounting
Frequently Asked Questions about Chad Barber, Cfa, Cpa
What company does Chad Barber, Cfa, Cpa work for?
Chad Barber, Cfa, Cpa works for Cdb Advisory Services
What is Chad Barber, Cfa, Cpa's role at the current company?
Chad Barber, Cfa, Cpa's current role is Principal and Independent Consultant.
What is Chad Barber, Cfa, Cpa's email address?
Chad Barber, Cfa, Cpa's email address is ch****@****ail.com
What is Chad Barber, Cfa, Cpa's direct phone number?
Chad Barber, Cfa, Cpa's direct phone number is (800) 864*****
What schools did Chad Barber, Cfa, Cpa attend?
Chad Barber, Cfa, Cpa attended Northwestern University - Kellogg School Of Management, Emory University - Goizueta Business School.
What are some of Chad Barber, Cfa, Cpa's interests?
Chad Barber, Cfa, Cpa has interest in Politics, Children, Education, Health.
What skills is Chad Barber, Cfa, Cpa known for?
Chad Barber, Cfa, Cpa has skills like Forecasting, Financial Analysis, Gaap, Financial Modeling, Accounting, Budgets, Managerial Finance, Auditing, Financial Reporting, Corporate Finance, Strategic Planning, Due Diligence.
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