Gregory Waina, Cpa

Gregory Waina, Cpa Email and Phone Number

Interim Chief Financial Officer | Executive Advisor to the CFO | Board Member I Public Company | NYSE | NASDAQ | Private Equity I Carve-Outs | Acquisitions | International | Audit Committee | Investment Exit @ Waina & Company LLC
Gregory Waina, Cpa's Location
United States, United States
Gregory Waina, Cpa's Contact Details

Gregory Waina, Cpa work email

Gregory Waina, Cpa personal email

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About Gregory Waina, Cpa

Gregory D. Waina is a CPA, a leader, and trusted advisor to Boards of Directors and to Chief Executive Officers on matters relating to governance, vision, culture, and financial outcomes. Known for his integrity, humility, and servant leadership, he challenges conventional thinking to handle complexity and ambiguity while negotiating consensus leading organizations to profitable growth. A strategic thinker and process oriented professional, Greg has over 30 years of diverse experience growing businesses by building highly skilled and motivated teams that deliver strong results.BOARD OF DIRECTOR AUDIT COMMITTEE QUALIFIEDIn 1984, Greg founded Waina & Company, a business transformation executive management firm assisting established and entrepreneurial organizations operate and manage their businesses more effectively. A graduate of The Ohio State University, he began his career at Ernst & Young analyzing the performance metrics of recognized global growth companies.An experienced chief financial officer and operating leader, Greg has strategic vision, strong operational focus, and solid executive team building skills. He has been the driving force in managing overall growth initiatives to operational, financial, and cash management functions. His hands-on, roll-up-your-sleeves approach benefits privately owned and publicly traded companies in the retail, distribution, manufacturing, restaurant, service, franchise, and capital goods industries. Greg is recognized for executing and implementing value creation solutions for businesses of varying size, industry, product, or service.Greg previously collaborated on the boards of the COSE Advisory Committee, the Lake County Development Council, the Euclid YMCA of Greater Cleveland, the Community Improvement Corporation, and the Mentor Area Chamber of Commerce, in addition to providing oversight to the Technology Commercialization Office at The Ohio State University. Having the unique ability to bring together the needs of business owners, shareholders, equity investors and financial institutions, Greg inspires the confidence and willingness needed to create a positive atmosphere among leaders.A Certified Public Accountant, Greg remains active in the Securities and Exchange Commission Small Business Forum, the Association for Corporate Growth, the Dublin Chamber of Commerce, the American Institute of Certified Public Accountants, and the Ohio Society of Certified Public Accountants, and serves as a mentor to undergraduates at and alumni of The Ohio State University Fisher College of Business.

Gregory Waina, Cpa's Current Company Details
Waina & Company LLC

Waina & Company Llc

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Interim Chief Financial Officer | Executive Advisor to the CFO | Board Member I Public Company | NYSE | NASDAQ | Private Equity I Carve-Outs | Acquisitions | International | Audit Committee | Investment Exit
Gregory Waina, Cpa Work Experience Details
  • Waina & Company Llc
    Executive Leadership Executing Strategy
    Waina & Company Llc 1984 - Present
    Founded in 1984, Waina & Company is a unique business transformation firm dedicated to executing growth profit strategies for publicly traded small-cap to mid-cap, private equity portfolio, and global companies as an interim executive or as a member of the board of directors. http://wainaco.comgregwaina@wainaco.com+1-614-460-0882Selective engagements follow:
  • Financial Accounting Standards Board
    Fasb - Small Business Advisory Committee - Volunteer Member
    Financial Accounting Standards Board 2023 - Present
    Norwalk, Connecticut, Us
    The SBAC is a standing committee that is expected to work closely with the FASB and its staffin an advisory capacity to ensure that perspectives from small businesses are effectivelycommunicated to the FASB on a timely basis in connection with the development of financialaccounting and reporting standards.
  • Depot Connect International
    Interim Chief Financial Officer
    Depot Connect International 2024 - 2024
    Tampa, Florida, Us
    Depot Connect International is a Kohlberg Kravis Roberts & Co. (“KKR”) portfolio company formed through the merger of Quala and Boasso Global who operates an international network of 170 tank container terminals across North America and Europe providing repairs, maintenance, transport, cleaning and storage to the chemical and food sectors supported by 3,800 employees. Completed $900 million of debt refinancing by Blackstone, Goldman Sachs, and Apollo.
  • Opus Ivs - Us
    Interim Chief Financial Officer
    Opus Ivs - Us 2023 - 2024
    Dexter, Michigan, Us
    Opus IVS, Inc. is a SaaS sector, technology-driven, global leader in the Intelligent Vehicle Support market providing communication technology and services through state-of-the-art diagnostic and reprogramming tools. Formed through the 2021 merger of 5 prominent global industry leaders, Opus IVS is funded by the private equity firm, Searchlight Capital Partners.
  • Specialty1 Partners
    Interim Chief Financial Officer And Independent Advisor To The Board Of Directors
    Specialty1 Partners 2023 - 2023
    Houston, Texas, Us
    Specialty1 Partners (S1P) is the market leader in the Dental Service Organization (DSO) space focused on three dental surgical specialties of endodontics, oral surgery, and periodontics. Funded by Private Equity firm Veronis Suhler Stevenson (VSS) in 2019, S1P provides comprehensive business and operational support services to its network of over 350 surgeons at more than 225 locations in 27 states.
  • Footprint
    Interim Chief Financial Officer And Independent Advisor To The Board Of Directors
    Footprint 2022 - 2023
    Gilbert, Arizona, Us
    Footprint, an Olympus Partners and Cleveland Avenue portfolio company, is a 9-year materials science startup focused on reducing single-use plastics through the development and manufacturing of bio-based reinforced polymers and next generation manufacturing technologies for fiber-based packaging. With an unsustainable weekly cash burn rate of $4.25 million, Footprint intended to list on the NASDAQ in a de-SPAC business combination transaction with Gores Holdings VIII, Inc valuing the company at $1.6 billion. On December 5, 2022, the $940 million capital transaction was terminated. Footprint employs more than 2,700 employees with operations in the U.S., Mexico, Europe, and Asia. Executed a bottoms up profitability and positive operating cash flow initiative including a structure to manage daily cash outlays and capital spending resulting in a reduction to the weekly cash burn and a Series E private placement.
  • Cellcarta
    Executive Partner To The Chief Financial Officer
    Cellcarta 2021 - 2022
    Montreal, Quebec, Ca
    CellCarta is a global Contract Research Organization Laboratory (CRO) to the biopharmaceutical industry, registered with the FDA, and provides access to a broad offering of biomarker platforms and services with 700 employees at 9 global facilities. This Arsenal Capital Partners portfolio company compiled its audited financial statements in accordance with Canadian Accounting Standards for Private Enterprises (ASPE) and Belgian GAAP.
  • Armstrong Flooring, Inc.
    Interim Chief Financial Officer And Treasurer
    Armstrong Flooring, Inc. 2020 - 2020
    Lancaster, Pa, Us
    Armstrong Flooring, Inc. (NYSE: AFI) is a global leader in the design and manufacture of innovative flooring solutions. Headquartered in Lancaster, Pennsylvania, the Company safely and responsibly operates 8 manufacturing facilities globally, working to provide the highest levels of service, quality and innovation to ensure it remains as strong and vital as its 150-year heritage.
  • Fort Dearborn Company
    Executive Partner To The Chief Financial Officer
    Fort Dearborn Company 2019 - 2020
    Elk Grove, Il, Us
    A $500 million, Advent International portfolio company and leading prime label supplier to the consumer goods marketplace.
  • U.S. Urology Partners
    Interim Chief Financial Officer
    U.S. Urology Partners 2019 - 2019
    Nolensville, Tn, Us
    Execution of a multi-state roll up strategy for a urology group sponsored medical platform with $50M annual revenue, multiple lines of ancillary services, and an ambulatory surgery center funded through the private equity firm, New MainStream Capital.
  • Genesis Healthcare System
    Executive Partner To The Chief Financial Officer
    Genesis Healthcare System 2018 - 2018
    Zanesville, Oh, Us
    Provided guidance, leadership, knowledge, and experience to transition the newly appointed CFO into this community hospital system with more than 300 physicians and multiple outpatient care centers throughout Southeastern Ohio.
  • The Wendy'S Company
    Interim Brand Transformation Advisor
    The Wendy'S Company 2015 - 2017
    Dublin, Ohio, Us
    Executed one of the four initiatives of Wendy’s system optimization turnaround by converting 627 company-operated restaurants to franchisee-operated restaurants through acquisitions and dispositions, as well as transferring ownership of 260 franchisee-to-franchisee restaurants. Provided technical lease accounting expertise to the world’s third-largest quick-service hamburger company with system sales of $10.0 billion, operating in the United States, and 30 foreign countries.
  • Pt Solutions Physical Therapy
    Interim Financial Operations Transformation Advisor
    Pt Solutions Physical Therapy 2015 - 2015
    Atlanta, Ga, Us
    Responsible for implementing best practices and processes for operating team management, KPI operating metrics, M&A due diligence, financial analysis, and risk management.
  • Hillenbrand
    Executive Partner To The Chief Financial Officer
    Hillenbrand 2014 - 2015
    Batesville, Indiana, Us
    Provided resources, knowledge, and experience that transitioned the newly appointed CFO into this $1.6 billion publicly traded New York Stock Exchange (NYSE) global diversified industrial product and service business. Responsible for implementing best practices and processes for Audit Committee reporting, M&A due diligence, financial analysis, operating metric reporting and risk management.
  • Greif
    Interim Chief Financial Officer
    Greif 2013 - 2014
    Delaware, Ohio, Us
    Led all financial functions of this $4.5 billion multi-national producer of industrial packaging products with over 200 manufacturing facilities located in 37 countries trading two classes of common stock on the New York Stock Exchange (NYSE). Initiated process improvements that reduced operating working capital and debt, remediated material weakness in internal controls, established an international shared services center, securitized global accounts receivable, rolled out a global ERP system, repatriated foreign cash balances, designed the global strategic budget process, and enhanced relationships with the investor analyst community. Successfully prepared the transition to the permanent chief financial officer.
  • Red Roof Inn
    Executive Partner To The Chief Financial Officer
    Red Roof Inn 2013 - 2013
    New Albany, Ohio, Us
    Assisted the office of the CFO with validating purchase accounting treatment as a result of a $700 million debt to equity conversion transaction involving Five Mile Capital Partners LLC, and Westmont Hospitality Group.
  • Huntington National Bank
    Interim Acquisition Integration Advisor
    Huntington National Bank 2013 - 2013
    Columbus, Ohio, Us
    Defined best-in-class payroll shared service processing procedures for this full service multi-state regional bank holding company with 12,000 employees in 711 locations across 6 states. Procedures enhanced internal control over financial reporting.
  • Express
    Interim Advisor To The Office Of International Finance
    Express 2012 - 2013
    Columbus, Oh, Us
    Validated the management reporting metrics model used to perform profitability analysis of information necessary to manage foreign operations as this retailer expanded globally for the first time.
  • Dsw
    Executive Partner To The Chief Financial Officer
    Dsw 2012 - 2012
    Columbus, Ohio, Us
    Managed the Assistant Controller, External Reporting, Vendor Finance, Store Accounting, Inventory Control, and General Ledger departments of this $2.0 billion, publicly traded retailer using SAP ERP. Led the compiling of Form 10K, improved the financial close process, built the relationship with the external auditor team, and strengthened internal controls over financial reporting while mentoring 21 direct and indirect team members during a challenging period of leadership change.
  • Oxford Resource Partners
    Interim Accounting & Finance Advisor
    Oxford Resource Partners 2012 - 2012
    Compiled external reporting Form 10Q compliance documents for this NYSE publicly traded master limited partnership. Provided quality control review of MD&A, financial statement and footnote disclosures, and supplemental information.
  • Tony Packo'S Toledo, Llc
    Interim Operations & Finance Advisor
    Tony Packo'S Toledo, Llc 2010 - 2012
    Provided court directed oversight, employee leadership, and supply chain relationships while maintaining positive operating cash flow. Managed the daily administrative and operating functions of this 5 location casual dining restaurant chain. Advised on the sale transaction to a private investor group resulting in a go-forward operation.
  • Express
    Interim Accounting & Finance Advisor
    Express 2009 - 2010
    Columbus, Oh, Us
    Advised on the Financial Reporting Department’s transition from a private (Golden Gate Capital) to a publicly traded (NYSE) company. Managed the monthly financial closing process for this $1.7 billion specialty retail brand using SAP ERP. Provided technical accounting, quality control, staff mentoring and leadership in preparation for an Initial Public Offering (IPO).
  • Carter Diamond Tool
    Interim Operations & Finance Advisor
    Carter Diamond Tool 2009 - 2010
  • Wendy'S / Arby'S Group
    Interim Accounting & Finance Advisor
    Wendy'S / Arby'S Group 2008 - 2009
    Atlanta, Georgia, Us
    Orchestrated the successful SFAS 141 Fair Value allocation of $1.3 billion to 375,000 assets. Transitioned approximately 50 identifiable legacy accounting processes to a newly established shared service center serving two major QSR brands.
  • Wendy'S International
    Interim Accounting & Finance Advisor
    Wendy'S International 2007 - 2009
    Cr
    Provided due diligence information to a multitude of prospective new owners resulting in a $903 million purchase price premium. Improved operational efficiency by implementing one-touch processing lean initiatives using SAP ERP. Managed the fixed asset, capital expenditures and lease accounting departments for this quick serve restaurant brand with over 6,000 locations worldwide.
  • Bearingpoint
    Interim Accounting & Finance Advisor
    Bearingpoint 2005 - 2007
    Willemstad, Curaçao, An
    Reviewed contract documents (Master Services Agreements, Statements of Work, Task Orders, Change Orders), determined contract type (Fixed Price, Time & Material, Cost Plus), assessed GAAP compliance (SAB104, SOP 81-1, SAB 101, EITF 00-21, SOP 97-2), measured historic levels of effort, analyzed estimates-to-complete and calculated recognition of period revenue for a $3.4 billion (NYSE) global contractor. Interfaced with project capture teams, corporate legal department, project delivery teams, managing directors, and finance and accounting specialist. Compiled appropriate financial and accounting information to file delinquent 10K and 10Q financial statements with the Securities and Exchange Commission (SEC).
  • Amtrust Bank
    Interim Accounting & Finance Advisor
    Amtrust Bank 2005 - 2005
    Us
  • Cbiz
    Interim Operations & Finance Advisor
    Cbiz 2004 - 2005
    Cleveland, Oh, Us
    Lead the project assessment, corrective action design, management of pilot program, hiring of 38 subject matter professionals, development of project matrices, dashboard and scorecard reporting, and internal training for a National tax return preparation company (a subsidiary of CBIZ, a $800 million NYSE company) experiencing a backlog of 65,000 past due tax returns resulting in $11 million of penalties and interest assessed by taxing authorities throughout the United States. The project required 54,000 man-hours to complete.
  • Amweld International, Llc
    Interim Chief Financial Officer
    Amweld International, Llc 2003 - 2004
    Coppell, Tx, Us
    Developed and lead the implementation plan to liquidate a 34 month supply of raw materials and convert $6.3 million of excessive finished goods inventories into cash by temporarily reducing production 27% for an insolvent $55 million metal fabricating private equity portfolio company. The outcome: a leaner manufacturing environment, a $5.4 million reduction in debt and a 66% reduction in vendor financing. Recapitalized through Patriarch Partners.
  • Zehrco Plastics, Inc.
    Interim Chief Restructuring Officer
    Zehrco Plastics, Inc. 2002 - 2003
    Turnaround management of a $22 million component manufacturer with a highly leveraged debt structure experiencing declining sales and credit facility default. Negotiated a bank forbearance agreement to provide sufficient time to improve cash flow and working capital.
  • International Total Services
    Interim Chief Financial Officer
    International Total Services 1999 - 2001
    A $230 million NASDAQ company with 15,000 employees providing contract services to 320 aviation and commercial security global markets using SAP.
  • Pcm Enterprise (Sarcom)
    Strategic Planning Advisor
    Pcm Enterprise (Sarcom) 1999 - 2000
    Lewis Center, Ohio, Us
    Identified $2.3 million in overhead cost savings by improving cross-functional support processes for a $700 million, privately owned (McCown De Leeuw & Co), value-added reseller of PC hardware and software. Performed contribution analysis, determined profitability for the top 20% of customers and designed strategy to eliminate unprofitable relationships. Prepared decision analysis that supported the carve-out of three separate operating entities creating significant shareholder value.
  • Hi Tecmetal Group, Inc.
    Interim Chief Financial Officer / Treasurer / Investor Relations / Advisor
    Hi Tecmetal Group, Inc. 1994 - 1998
    Cleveland, Ohio, Us
    A $52 million private equity funded (Key Capital Partners and PNC Erieview Capital), value-added metal treating manufacturer with 24 strategic business units serving the automotive, aerospace, medical, and fluid power systems industries with 500+ employees. Business achieve hypergrowth, >20% annual growth, through 16 strategic acquisitions over three years.
  • Cla (Cliftonlarsonallen)
    Equity Partner
    Cla (Cliftonlarsonallen) 1984 - 1994
    Us
  • Ernst & Young
    Manager
    Ernst & Young 1978 - 1984
    London, Gb

Gregory Waina, Cpa Skills

Executing Business Strategy Operating Solutions Growth Strategies Business Initiatives Executive Leadership Mergers And Acquisitions Transition Management Performance Management Mergers Financial Analysis Balanced Scorecard Business Strategy Strategic Planning Management Internal Audit Finance Leadership Strategy Risk Management Internal Controls Accounting Auditing Gaap Executive Management Managerial Finance Analysis Start Ups Process Improvement Financial Reporting Due Diligence Forecasting Financial Modeling Cash Flow Cash Management Team Building Business Process Improvement Generally Accepted Accounting Principles Business Transformation Budgeting Acquisition Integration Business Planning Management Consulting Private Equity Investor Relations Sarbanes Oxley Act Business Development Corporate Finance Ipo Board Of Directors Supertemp

Gregory Waina, Cpa Education Details

  • The Ohio State University Fisher College Of Business
    The Ohio State University Fisher College Of Business
    Accounting

Frequently Asked Questions about Gregory Waina, Cpa

What company does Gregory Waina, Cpa work for?

Gregory Waina, Cpa works for Waina & Company Llc

What is Gregory Waina, Cpa's role at the current company?

Gregory Waina, Cpa's current role is Interim Chief Financial Officer | Executive Advisor to the CFO | Board Member I Public Company | NYSE | NASDAQ | Private Equity I Carve-Outs | Acquisitions | International | Audit Committee | Investment Exit.

What is Gregory Waina, Cpa's email address?

Gregory Waina, Cpa's email address is gr****@****eif.com

What schools did Gregory Waina, Cpa attend?

Gregory Waina, Cpa attended The Ohio State University Fisher College Of Business.

What skills is Gregory Waina, Cpa known for?

Gregory Waina, Cpa has skills like Executing Business Strategy, Operating Solutions, Growth Strategies, Business Initiatives, Executive Leadership, Mergers And Acquisitions, Transition Management, Performance Management, Mergers, Financial Analysis, Balanced Scorecard, Business Strategy.

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