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Founded in Columbus, Ohio in 2001, FocusCFO is a leading provider of embedded fractional CFO services, with a focus on helping small and medium-sized businesses build sustainable, transferrable business value. An entrepreneur’s journey can be rewarding—but it can also be challenging and, at times, lonely. You don’t need to climb alone, as former entrepreneurs and financial leaders, our Sherpa Teams have been there and are ready to support you with compassionate, personalized support and guidance. Due to rapid growth, we are actively seeking additional team members—CFOs and Area Presidents—in new and existing markets across the country. Reach out to me to learn more!
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Executive Education Program Steering Committee MemberUniversity Of South Florida Muma College Of Business May 2021 - Dec 2021Tampa, Florida, United States -
Evp - Market President, Greater Tampa BayIberiabank Jul 2020 - Dec 2021Greater Tampa Bay Area -
Evp, Florida MarketIberiabank Mar 2015 - Jul 2020Tampa/St. Petersburg, Florida Area
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Board Member And Evp, Cao And CfoFlorida Bank Jan 2010 - Feb 2015Tampa/St. Petersburg, Florida AreaResponsible for all aspects of Finance, Human Resources, and Management Information.
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Evp, Financial Manager And Branch Expansion DirectorRegions Bank Jan 2002 - Jul 2009Hired to manage financials for the state with an emphasis on business planning and management information to support decision processes. Role evolved into a key business partner for state leadership and as a key advisor for corporate initiatives. Member of seven member Florida leadership team.Redesigned management information and tracking on key Florida strategic initiatives improving early warning system and forecasting.Designed and produced several Management Committee presentations detailing financial and sales performance with tactics and strategies to achieve financial targets.Key leader and decision maker in branch expansion efforts opening over 120 de novo branches in five years.Lead several cost saving initiatives with annual savings of up to $20 million for the state. -
Evp, CfoNational Planning Holdings 2000 - 2001A 4-broker dealer holding company with more than $350 million in annual revenues); Selected to lead the organization's financial operations post-acquisition. Member of the executive management team reporting to the CEO. Directed the financial analysis; internal and regulatory reporting; cash management; G/L, A/P, and A/R; tax reporting; budgeting; forecasting; internal and external auditing; and payroll processing activities that led to long-term improvements in cost savings, profitability, and productivity. Full P&L responsibility for a $60 million operating and $2.5 million finance budget. Reduced monthly reporting processing time by 20 man hours, delivered reports in half the time, and significantly improved reporting accuracy by centralizing and consolidating GL closing procedures.Championed key performance metrics in soundness, profitability, growth, and productivity for broker-dealers, profitably impacting goal attainment and performance.
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Evp, Chief Administrative OfficerInvest Financial Corp 1999 - 2000$100 million holding company acquired by First American National Bank in 1996); Selected to turnaround numerous leadership challenges and restore operational stability. Managed a 30 million operating budget and a $1.5 finance budget. Directed a 110-person staff in finance, brokerage operations, human resources, technology, and project management.Implemented cost controls, reporting requirements, and training to control escalating expense run rates. Within two months, reduced expenses by 10% generating a cost savings of $3 million annually.Change-managed failing customer service initiatives. Deployed new training, hiring practices, incentive programs, and processes, increasing customer satisfaction ratings by 22% and improving employee morale within the first year of implementation.Negotiated and structured the clearing agreement that achieved a $500,000 savings over three years and resulted in significantly improved, personalized service.
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Evp, Chief Financial OfficerInvest Financial Corp 1997 - 1999Promoted following acquisition to manage all accounting and finance functions for this newly acquired holding company. Conducted due diligence that precipitated a $9 million acquisition. Oversaw regulatory relations and compliance.Pioneered the corporate data warehouse to improve information management. Collaborated with outside consultants to consolidate disparate reporting and tracking processes. Within first 100 days of implementation, reduced vendor billing cycle times by 30 days, facilitated production of monthly reports to the third business day, and improved revenue-forecasting accuracy from 85% to 95%.Turned around 2.5 years of un-profitability by implementing expense controls and a contract approval and negotiation process. Reduced monthly operating expenses by $200,000 within 30 days, achieved immediate profitability, and sustained profitability for 38 consecutive months.Established employee training and support programs to turnaround low morale, reduce excessive overtime, and improve financial management. Executed mentoring and relationship building programs, implemented standards and values, and supported training programs. Cut overtime by 75% and reduced turnover by more than half.
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Svp, Strategic Acquisitions DirectorFirst American National Bank Jan 1996 - Jun 1997Under the direction of the Vice Chairman, responsible for strategic and business planning as well as integration of non-traditional banking acquisitions.
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Svp, Controller Trust And InvestmentsFirst American National Bank 1994 - 1995
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Branch Support ManagerPark National Bank 1981 - 1990
Gary Ward Skills
Gary Ward Education Details
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Accounting
Frequently Asked Questions about Gary Ward
What is Gary Ward's email address?
Gary Ward's email address is ga****@****ank.com
What is Gary Ward's direct phone number?
Gary Ward's direct phone number is (813)-835*****
What schools did Gary Ward attend?
Gary Ward attended University Of Tennessee, Knoxville.
What are some of Gary Ward's interests?
Gary Ward has interest in Children, Politics, Education, Science And Technology, Disaster And Humanitarian Relief, Health.
What skills is Gary Ward known for?
Gary Ward has skills like Financial Analysis, Banking, Finance, Budgets, Leadership, Managerial Finance, Forecasting, Management, Strategic Planning, Cash Management, Strategy, Executive Management.
Not the Gary Ward you were looking for?
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3law.gwu.edu, wiley.law, wileyrein.com
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2prudential.com, prudential.com
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Gary Ward
Senior Portfolio Management Director | Senior Vice President | Financial Advisor At Morgan StanleyGreater Houston2morganstanley.com, smithbarney.com -
4obointernational.com, gmail.com, theinnocent.org, oceanminded.com
3 +194936XXXXX
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