Gary Wolfe

Gary Wolfe Email and Phone Number

Principal at Wolfe Financial Consulting @
Gary Wolfe's Location
Raleigh-Durham-Chapel Hill Area, United States
Gary Wolfe's Contact Details

Gary Wolfe work email

Gary Wolfe personal email

About Gary Wolfe

I guide companies through critical transition, challenge, and growth with strategies that drive business performance, optimize profits and set new benchmarks. I leverage a career built on comprehensive experience in finance, operations, service, and business continuity. My background spans financial services, technology, and transportation industries. I build trust and engagement through shared goals, open communication, and mutual accountability for excellence. • Executive Leadership • Talent & Team Development • Strategy/Execution • Business Integration • Governance• Executive Leadership. Drive organizational change, redesign, and restructuring to improve effectiveness and efficiency resulting in significant cost-savings, profitability, and long-term revenue generation. A trusted advisor to the executives, boards, and industry leadership on finance, operations, acquisitions, and integrations.• Talent & Team Development. Aggregate and maximize the talents, strengths, and differentiation of multiple stakeholders. Encourage individual development and innovation that supports new directions and organizational enhancements. Collaboration, innovation, and inclusion practices that facilitate cross-functional partnerships throughout the organization.• Strategy/Execution. Design, develop, and deliver strategy, structure, and leadership in diverse scenarios including growth, consolidation, and market volatility. Structure the most effective combination of human, financial, and operational resources to meet changing market demands.• Business Integration. Deliver key business results by implementing effective delivery models to support acquisition, divestiture, reorganization, efficiency, capital, and human resource strategies. Blend financial insight with an understanding of people, markets, operations, capital investment, and complex strategic partnerships. • Governance. Build governance frameworks and systems that balance business/financial innovation with effective risk management.

Gary Wolfe's Current Company Details
Wolfe Financial Consulting

Wolfe Financial Consulting

Principal at Wolfe Financial Consulting
Gary Wolfe Work Experience Details
  • Wolfe Financial Consulting
    Owner
    Wolfe Financial Consulting Apr 2020 - Present
    Cary, North Carolina, United States
    Gary can assist your organization with evaluating budget alternatives, managing expense control, or making necessary cost decisions that will free up your time to manage your firm’s key initiatives. Gary can provide financial forecasting, developing budgets, and project-specific financial analysis to meet your firm’s needs.FINANCIAL PLANNING AND ANALYSIS From preparing budgets to quarterly, annual, or multi-year forecasts, your management team needs to understand how funds are allocated and the expected results. I can develop budgets for your firm, provide multi-level forecasts, and explain how your decisions will impact future performance ANALYZING FINANCIAL RESULTSHaving an accounting system alone is not enough. I can assist you in setting up your books properly to ensure accurate measures of performance. I can also provide analytics and insight on your actual performance compared to your budget and forecast of results.CASH FLOW MANAGEMENTExpense management is critical to your success and I can assist you with understanding where you are spending money and provide guidance on making trade-off decisions that impact your firm.ORGANIZATIONAL STRUCTURE AND TALENT EVALUATIONWith my track record of leadership development and building high performing teams and organizations, let me evaluate your current organizational structure and provide guidance on how to best position your teams for success in the future. PROCESSES AND PROCEDURESHaving documented, easy to understand procedures and processes in place will allow you to optimize performance and eliminate business risk. I have experience in, not only writing procedure documents for organizations, but in streamlining processes to drive efficiency.BUSINESS CONTINUITYI can evaluate your current business continuity plan or assist you in designing a plan that will document your current systems, controls, and alternatives to ensure your business can operate and thrive in event of a disruption or emergency.
  • Schwab Advisor Services
    Vice President
    Schwab Advisor Services 2011 - 2019
    Raleigh-Durham, North Carolina Area
    Served as business subsidiary general manager responsible for multi-product, multi-site business operations, financial performance, client service, and business continuity while also supporting overall Schwab Advisor Services business as member of senior leadership teams for Advisor Platform Technology and Advisor Support.•Managed business operations, developed pricing options, acquired new SaaS business, and diversified revenue streams to grow revenue 240%•Developed and implemented multi-site business operations that helped grow revenue, reduce single location geography risk, and support multiple product lines•Instituted capacity planning model resulting in staffing productivity increased of 20% and client satisfaction increased for key, complex clients.•Fostered highly engaging, collaborative environment for management and staff to develop and grow their careers resulting in exceptional employee engagement scores and Excellence in Leadership Award nomination•Developed, implemented, and managed multi-year, cross-site, cross-function Innovation Program that resulted in several new product deliveries and highest-level engagement scores from participants•Managed integration of new business acquisition into existing company delivering on all success criteria, financial metrics, and employee engagement results•Completed sale and successful transition of business subsidiary in 75% of projected best-case scenario timeframe due to deep business understanding, financial expertise, and focus on delivery
  • Schwab Advisor Services
    Managing Director Of Service, Finance & Operations
    Schwab Advisor Services 2008 - 2011
  • Schwab Advisor Services
    Director Of Finance
    Schwab Advisor Services 2001 - 2008
  • Midway Airlines Incorporated
    Finance Director
    Midway Airlines Incorporated 2000 - 2001
    Raleigh-Durham, North Carolina Area
    •Directed the annual corporate operating and capital budget process resulting in improved departmental accountability and ownership of the process leading to improved accuracy so that actual results were within 2% of budget•Led the preparation of the monthly variance analysis for each department providing executive management with the tools necessary to run the company•Prepared monthly expense and cash flow forecasts as well as the 3-5 year financial plan•Worked with the Vice President of Finance on the preparation of SEC required filings•Developed complex financial models including those that measure flight profitability•Worked directly with the CEO; Senior Vice Presidents, and Vice President of Finance on requested analytical projects•Member of I/S Steering Committee that recommends and evaluates systems alternatives
  • Emery Worldwide
    Director Operations Analysis
    Emery Worldwide 1996 - 2000
    Dayton, Ohio Area
  • Cnf
    Manager, Finance
    Cnf 1996 - 2000
    Portland, Oregon Area
  • Consolidated Freightways
    Accounting Manager
    Consolidated Freightways 1991 - 1996
    Portland, Oregon Area
  • Evergreen Aviation
    Finance Manager
    Evergreen Aviation 1989 - 1991

Gary Wolfe Skills

Management Finance Process Improvement Leadership Financial Analysis Accounting Business Analysis Team Leadership Financial Services Team Building Strategic Planning Microsoft Excel Business Process Improvement Investments Relationship Management Product Management Business Intelligence Financial Reporting Saas

Gary Wolfe Education Details

Frequently Asked Questions about Gary Wolfe

What company does Gary Wolfe work for?

Gary Wolfe works for Wolfe Financial Consulting

What is Gary Wolfe's role at the current company?

Gary Wolfe's current role is Principal at Wolfe Financial Consulting.

What is Gary Wolfe's email address?

Gary Wolfe's email address is gv****@****hoo.com

What schools did Gary Wolfe attend?

Gary Wolfe attended Washington State University, Southern New Hampshire University, University Of Washington.

What skills is Gary Wolfe known for?

Gary Wolfe has skills like Management, Finance, Process Improvement, Leadership, Financial Analysis, Accounting, Business Analysis, Team Leadership, Financial Services, Team Building, Strategic Planning, Microsoft Excel.

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