Gary Wolfe Email & Phone Number

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.

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

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

Dayton, Ohio Area

Portland, Oregon Area

Portland, Oregon Area

Bachelor Of Business Administration - Bba, Finance

Emphasis in Finance

Master Of Business Administration - Mba

Finance, General

Activities and Societies: Beta Theta Pi Fraternity