Fred Kessler Email & Phone Number

St. Louis, Mo, Us

We work with multi-generational families to help them build, organize, protect, and transfer their family wealth efficiently and effectively. We do this through a process where we understand what is important to them. We build personalized strategies using established processes to help them achieve their goals. We partner with them for the rest of their lives to keep them on track to help them achieve their goals.

New York, Ny, Us

Fulfills a critical role mitigating risk through the deployment of internal controls, best practices, and the End User Computing Tools Program, with authority over a team of nine direct report managers. Engages with senior managers in Finance and Operations to identify opportunities to improve risk management.* Coordinated and led the adoption of End User Computing Tool controls and Policy requirements as a remediating response to a Matter Requiring Attention from the Federal Reserve.* Oversaw the deployment of a Logic Validation Team and associated processes in Bangalore, India, tasked with maintaining the structural review and compliance with best practices for End User Computing tools.* Led an initiative to improve process and data mapping practices to place a greater emphasis on manual data handoffs and expand the scope beyond Sarbanes Oxley 404 processes.

New York, Ny, Us

Maintained accountability for the preparation, analysis, and submission of the 10-Q an d10-K statements, working with outside auditors and senior Finance leaders while supervising five direct report managers.* Reduced the time required to file 10-Q, 10-K, and XBRL submissions through the adoption of IBM Cognos Disclosure Management, as well as the SAP BPC Consolidation System and SAP Notes Management.* Spearheaded the setup of an SEC Reporting Team in the Finance Center in Bangalore, India.* Introduced an automated process to capture non-cash adjustments, slashing the time needed to prepare the consolidated cash flow statement; additionally, debuted standard operating procedures to remediate substantial accounting and control gaps relating to the preparation of the consolidated cash flow statement.* Identified and implemented changes to the financial reporting process using a formal Change Management Process; additionally, served as the architect of standard operating procedures that repaired internal control issues relating to standard internal reporting.* Designed reporting processes to capture FAS 157 & FAS 159 Fair Value disclosures, FAS 160 Noncontrolling Interest and FAS 115-2 and FAS 124-2 Recognition and Presentation of Other-Than-Temporary Impairments.

Jacksonville, Fl, Us

Responsible for all facets of Finance for US accounts in the enterprise, middle, and small markets serviced by this leading $750M provider of commercial data to businesses, working closely with the leadership of Sales, Product Segments, and other Corporate Functions. Managed five direct reports.* Engaged in operational reviews with sales channel leaders, serving as an invaluable source of financial analysis and developing annual plans, revenue, and expense targets, as well as quarterly and annual forecasts governing revenue, profitability, expenses, inventory, and accounts receivable.* Led extensive research into industries, clients, and competitors in order to build quotes for integration into product and service bids and proposals, as well as negotiations and contract signings.* Built detailed financial models and What If scenarios to provide guidance and direction to key strategic decisions; implemented an ROI decision tool to foster data-driven decision-making.* Advised on deal structures and Revenue Recognition, applying expertise in technical accounting guidelines spanning SAB 104, SOP 81-1, EITF 00-21 SOP 97-2 and FASB 86.

Served as a strategic business partner to the sales force, providing operational reviews, financial analysis, and research into industry, client, market, and competitor activity. Formulated recommendations of business strategies to senior leadership based on solid information and research, and supported bids and proposal development. Additionally, contributed to the negotiation of the key terms and conditions of agreements with customers.* Directed the efforts of a team of four financial managers, contributing to the development of metrics and benchmarks to guide domestic and global business operations.* Coordinated and led reporting of global financial results; managed month-end and year-end closing processes, as well as global asset recovery for the sales force.* On an annual and quarterly basis, developed projections of revenue, profitability, expenses, inventory, and accounts receivable.* Supported Sarbanes-Oxley 404 Compliance and Remediation for revenue recognition and bid and proposal review.

Managed the strategic partnership with F.W. Olin Graduate School of Business at Babson College, MA. Responsible for the Lucent Technologies curriculum of Strategic Cost Management and Entrepreneurial Finance. Responsible for the career development of thirty new hires.

Dallas, Tx, Us

Dallas, Tx, Us

Dallas, Tx, Us