Irving Klein, Cpa

Irving Klein, Cpa Email and Phone Number

CFO Consultant | M&A Strategist | Integrating Financial and Operational Objectives to Drive Business Growth @ CFO Advisors
Palo Alto, US
Irving Klein, Cpa's Location
New York, New York, United States, United States
Irving Klein, Cpa's Contact Details
About Irving Klein, Cpa

As a finance expert and executive consultant, I have sophisticated knowledge of U.S. and international tax, accounting, legal, corporate finance, and operational business procedures. Utilizing these skills, I consult with corporate executives at mid-size companies and provide advice regarding mergers and acquisitions, business restructuring, and financial/operational control. My professional history encompasses 30+ years as CFO of Interplex Industries. Under my leadership, Interplex flourished from a $25M family-owned business in 3 U.S. locations to a $400M global enterprise with manufacturing facilities in 20 locations on 3 continents, employing more than 3,000 professionals.Here’s what I can offer your business:► Integration of Finance and Operations…I help businesses overcome critical challenges by implementing financial and operational strategies that work in perfect symphony. ► Business Optimization…I provide thorough analysis of production to ensure that your business is utilizing its resources at maximum capacity.► Organizational Restructuring and Negotiations…I conduct due diligence and evaluate mergers and acquisitions, structure complex deals, and lead successful transitions. ► International Expansion…I spur companies to globalization, helping them develop a global footprint to both retain customers who are expanding internationally, as well as reach out to new customers.Target Sector: Mid-size manufacturing companiesSpecialties: Strategic Planning ~ Budgeting & Forecasting ~ Corporate Finance Debt or Equity Fundraising ~ Corporate Governance ~ Corporate Restructuring ~ Outside Board Membership Treasury Operations & Risk Management ~ Foreign Tax & Legal Compliance ~ Mergers & Acquisitions ~ Business Optimization

Irving Klein, Cpa's Current Company Details
CFO Advisors

Cfo Advisors

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CFO Consultant | M&A Strategist | Integrating Financial and Operational Objectives to Drive Business Growth
Palo Alto, US
Website:
cfoadvisors.com
Employees:
8
Irving Klein, Cpa Work Experience Details
  • Cfo Advisors
    Managing Director
    Cfo Advisors Jan 2015 - Present
    Greater New York City Area
    I have gained a reputation as a Corporate Finance Consultant with strong analytical skills who can objectively assess a situation, identify problems, and implement creative strategies for solving those issues.► CHALLENGE: To analyze synergy/roll-up opportunities for manufacturing facility operating at a deficit.► STRATEGY: Conducted due diligence to determine exact machine and labor hours required, and performed value analysis by part number and customer. Implemented plan for movement of operations to plant 60 miles away, including remote access and processing strategies during transitional period.► RESULTS: Profits are steadily improving due to increased manufacturing capacity and reduced duplicate overhead.……………………………………………………………………………………………………………………► CHALLENGE: To provide financial transparency for company that has cash and debt located in 40 banks in 10 countries, with limited access to financial data until 2 weeks after month end.► STRATEGY: Developed dynamic dashboard and financial reporting system hosted on our corporate servers and updated nightly. Data is collected from all accounts, and system provide accurate, real-time access to total cash balances.► RESULTS: Company was able to reduce debt more quickly, save a substantial amount in interest, and use credit lines more efficiently.…………………………………………………………………………………………………………………… ► CHALLENGE: To streamline financial processes of manufacturing operation that was bouncing checks due to lack of infrastructure and access to financial reports.► STRATEGY: Developed robust reporting system and implemented an ERP system (familiar with Global Shop, Tools, and QuickBooks); hired qualified staff to maintain financial integrity.► RESULTS: Metrics are measured daily and weekly, including consistent monitoring of sales, labor productivity, purchases, and inventory levels.
  • Interplex Industries, Inc.
    Cfo
    Interplex Industries, Inc. 1981 - Jan 2015
    ► CHALLENGE: To maintain sales levels despite traditional customers moving operations to Asia.► STRATEGY: Capitalized on customer’s need for local supplier by establishing operations in China and other strategic international locations (sometimes within customer’s facility). Explored rollup opportunities, seeking to acquire struggling competitors open to collaboration.► RESULTS: Globalized market reach by establishing China beachhead. Retained and expanded key accounts despite customers’ relocation, while giving customers a local supply source and a chance to break into local markets.…………………………………………………………………………………………………………………… ► CHALLENGE: To decrease company health insurance costs, which accounted for a significant percentage of the company’s EBITDA. ► STRATEGY: Analyzed plan design and cost drivers. Converted from fully-insured to self-insured plan, realigning benefits to encourage savings at no additional cost to employees.► RESULTS: Reduced insurance costs by 35% in the first year alone.

Irving Klein, Cpa Skills

Working Capital Management Sec Filings Risk Management Business Planning Banking Relationships Process Improvement Treasury Cash Flow Forecasting Treasury Management Forecasting Auditing Financial Audits Six Sigma Managerial Finance Due Diligence

Irving Klein, Cpa Education Details

Frequently Asked Questions about Irving Klein, Cpa

What company does Irving Klein, Cpa work for?

Irving Klein, Cpa works for Cfo Advisors

What is Irving Klein, Cpa's role at the current company?

Irving Klein, Cpa's current role is CFO Consultant | M&A Strategist | Integrating Financial and Operational Objectives to Drive Business Growth.

What is Irving Klein, Cpa's email address?

Irving Klein, Cpa's email address is ir****@****lex.com

What is Irving Klein, Cpa's direct phone number?

Irving Klein, Cpa's direct phone number is +195479*****

What schools did Irving Klein, Cpa attend?

Irving Klein, Cpa attended Brooklyn College.

What skills is Irving Klein, Cpa known for?

Irving Klein, Cpa has skills like Working Capital Management, Sec Filings, Risk Management, Business Planning, Banking Relationships, Process Improvement, Treasury, Cash Flow Forecasting, Treasury Management, Forecasting, Auditing, Financial Audits.

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