At Midwest CFO, our mission is to empower entrepreneurs by demystifying financial complexities and enabling strategic growth. Leveraging my expertise in financial planning and analysis (FP&A), I provide fractional CFO services designed to enhance profitability, facilitate scale, and prepare businesses for successful exits. We focus on translating financial insights into actionable strategies that align with long-term objectives.Having led Great Lakes Advisory to a successful acquisition, my competencies in operations consulting, process improvement, and team alignment are now channeled into helping other businesses achieve similar transformative outcomes. With a Chartered Financial Analyst (CFA) credential and skills in new business development and analytical aptitude, I guide organizations in understanding their financial landscape and harnessing it to drive their vision forward.
-
Director Of Fp And AMidwest CfoChicago, Il, Us
-
Founder & Fractional CfoMidwest Cfo Nov 2023 - PresentChicago, Illinois, United StatesFractional CFO Services to Help Entrepreneurs Grow, Scale, and Sell Their Businesses.Our goal is to help business owners improve profitability and scale by understanding their financials, forecasting their cash flows, and gaining strategic insights to support their long-term goals.
-
Founder & Ceo - Sold The BusinessGreat Lakes Advisory Nov 2018 - Feb 2024Chicago, IlAcquired by KPI Integrators in February 2024Great Lakes Advisory is an operations consulting firm located in Chicago, IL. We help entrepreneurs achieve their vision by improving their processes, standardizing their operations, and developing engaging training to get everyone aligned, so their business runs faster. Please visit www.greatlakesadvisory.com for more information. -
Director Of Finance And OperationsHarmony Center For Surgery Of The Ears, Nose, And Throat Nov 2017 - Dec 2019Macomb, MiConsult on daily business operations. Currently working on implementing client solution software to improve collections, patient satisfaction, and practice visibility within the Metro Detroit area.Responsibilities include budget preparation, expense management, industry analysis, forecast cash flows, management of accounts receivables & payables, and assist in human resources.Harmony Center for Surgery of the Ears, Nose, and Throat is the Metro Detroit leader in balloon sinuplasty. Additional patient services include rhinoplasty, hearing aids/tinnitus treatment, and other general ENT procedures.
-
Associate Portfolio Manager, Second Vice PresidentNorthern Trust Wealth Management Oct 2015 - Apr 2019Chicago, IlAdded responsibilities include executing client trades, participation in client meetings, assist relationship managers in developing additional business, and communicating with clients and vendors as appropriate. Oversee the investment management of over $85MM in client assets.Lead a team of associates in an ad-hoc project that educates clients on timely market and economic developments. -
Investment Associate, Account ManagerNorthern Trust Jan 2013 - Oct 2015Milwaukee, WiAssist the Portfolio Managers in the portfolio construction and asset allocation process.Responsible for tracking the performance of client accounts.Prepare highly detailed and customized client reportsMonitor all compliance related issues in order to ensure proper accuracy of investment performance -
Commercial Banking InternPnc Jun 2012 - Aug 2012Philadelphia, PaProvided capital financing and banking needs for non-profit as well as for-profit local businesses.Built client relationships through personal communication and being proactive.Analyzed surrounding economics pressuring local Philadelphia & Southern New Jersey businessesResponsible for writing weekly call reports -
Investment Banking Analyst InternBnp Paribas Jun 2011 - Aug 2011Chicago, IlResponsible for analyzing firms within the following sectors: automotive/industrial, pharmaceutical/chemical, and consumer goods.Created a funding cost analysis for the automotive and industrial sectors.Completed a sector plan for pharmaceutical/chemical and automotive/industrialGained exposure to revolving credit facilities, bond issuances, and RAROC modelsAssessed potential banking opportunities for prospect clients Worked directly with credit analysts in finalizing a credit proposal -
Finance InternMilwaukee Electric Tool May 2010 - Aug 2010Responsible for reconciling accounts receivable invoices, auditing invoices, and asset disposalsMajor projects and achievements including:Presenting the newly calculated warranty return rate in front of the CFO. Performing a business analysis of shipping direct.
Chris Gwinn, Cfa Education Details
-
Business Administration; Applied Investment Management Program; Accounting And Finance -
German Studies -
St. Mary'S Preparatory
Frequently Asked Questions about Chris Gwinn, Cfa
What company does Chris Gwinn, Cfa work for?
Chris Gwinn, Cfa works for Midwest Cfo
What is Chris Gwinn, Cfa's role at the current company?
Chris Gwinn, Cfa's current role is Director of FP and A.
What schools did Chris Gwinn, Cfa attend?
Chris Gwinn, Cfa attended Marquette University, Philipps-Universität Marburg, St. Mary's Preparatory.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial