Jason Lundell

Jason Lundell Email and Phone Number

Founder & Principal Consultant at GoCFO | Financial Strategist | Helping SMEs Achieve Financial Excellence @ GoCFO
Jason Lundell's Location
Greater Houston, United States, United States
Jason Lundell's Contact Details
About Jason Lundell

As an experienced CFO, I have led large, multi-functional departments covering accounting, treasury, trading, legal, and regulatory / compliance with success in embedding people-focused cultures that promote staff development and engender loyalty.I am considered by CEOs and Executive Teams to be an ethical and strategic decision-maker who can advise on key decisions, business strategy, and promote long-term sustainable growth with sound fiscal processes.Another key facet of my skill-set is my ability to influence key external stakeholders including Federal Reserve Bank and state banking regulators – qualities that ensure reporting cycles and regulatory commitments run smoothly and without incident.As CFO, formulating and embedding complex and flexible liquidity strategies is paramount as is my ability to apply my deep technical accounting knowledge to lead long-term financial strategy.Throughout my career I have added value, overcome challenges, and mitigated issues through sound planning and calm, thoughtful execution of well-established processes.Specialties:P&L Management » Risk Management » Corporate Investments » Strategic Planning » Streamlining Performance » FOREX & Treasury » Cross Functional Leadership » Team Building / Mentoring » Profit Maximization » Financial Modeling / Analysis » US GAAP & IFRS » Cash Flow Optimization » Regulatory / Audit Relations » Business Valuations » Change Management

Jason Lundell's Current Company Details
GoCFO

Gocfo

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Founder & Principal Consultant at GoCFO | Financial Strategist | Helping SMEs Achieve Financial Excellence
Jason Lundell Work Experience Details
  • Gocfo
    Principal Consultant
    Gocfo Sep 2023 - Present
    As the founder and principal consultant of GoCFO, I leverage my decades of experience in financial leadership to deliver tailored CFO services to small and medium-sized businesses. My focus is on understanding the unique dynamics of each business and crafting financial strategies that resonate with their core values and growth aspirations. Through GoCFO, I am committed to:- Offering interim and part-time CFO services.- Providing insights in financial analysis, planning, treasury and cash management, and business strategy.- Building genuine partnerships rooted in principles of integrity, transparency, and unwavering dedication.I believe that the right financial leadership can be transformative, steering businesses toward growth, stability, and long-term success.
  • Pnc Global Transfers
    Cfo And Vp, Finance & Accounting
    Pnc Global Transfers Jun 2015 - 2023
    Houston, Tx, Us
    PNC subsidiary specializing in real-time global payment processing of $10+ billion annually to 16 countries. Initially hired as Corporate Controller and promoted to CFO in 2015 to lead all aspects of accounting, foreign currency trading, board reporting, FP&A, budgeting, treasury, insurance, regulatory relations, financial reporting, and banking.As CFO, decisive in leading high-level financial strategy and creating fiscal platform for long-term sustainable growth and protection against risks. Considered as the ‘go-to’ person for project execution and, as functional leader, creates a cooperative culture that fosters employee growth and career development.
  • Pnc Global Transfers
    Controller
    Pnc Global Transfers Jul 2012 - Jun 2015
    Houston, Tx, Us
  • Texas Society Of Cpas
    Board Of Directors, Fort Worth Chapter
    Texas Society Of Cpas Aug 2009 - Jul 2012
    Addison, Texas, Us
  • Texas Society Of Cpas
    Chairman Of The Members In Business And Industry Task Force, Fort Worth Chapter
    Texas Society Of Cpas Jun 2009 - May 2010
    Addison, Texas, Us
  • Deloitte & Touche
    Audit Manager
    Deloitte & Touche 2010 - 2012
    Worldwide, Oo
    Clients included Santander Consumer USA, BNSF Railway, DynCorp International, and Tenet Healthcare.Engaged as Audit Manager to advise clients on technical accounting issues, SEC reporting and disclosures; lead audit engagements; and supervise project flow and staff assignments. Proactively identified, analyzed, and resolved legal, regulatory, fraud, audit risk, and accounting issues.
  • Alcon
    Senior Financial Analyst
    Alcon 2007 - 2010
    Geneva, Switzerland, Ch
  • Pwc
    Audit Associate
    Pwc 2005 - 2007
    Gb
    Clients included BBVA, Southside Bank, GM Financial (AmeriCredit), RG Premier Bank, and RadioShack.

Jason Lundell Skills

Financial Analysis Auditing Accounting Internal Controls Sec Filings Financial Reporting Sarbanes Oxley Act Analysis Financial Statements Cpa Leadership Financial Accounting Finance Due Diligence Us Gaap Internal Audit Tax Corporate Finance Management Mergers And Acquisitions Sarbanes Oxley Process Improvement Forecasting Financial Modeling General Ledger Accounting Research Business Strategy Budgeting Managerial Finance Strategic Financial Planning Banking Variance Analysis Revenue Recognition Investments Public Policy Valuation Enterprise Risk Management Ifrs Fintech Gaap Business Transactions Certified Fraud Examiner Fraud Prevention Interviewing Legislative Research Microsoft Office Insurance Process Efficiency Bank Mergers Equity Valuation Strategic Planning

Jason Lundell Education Details

  • University Of Utah
    University Of Utah
    Bachelor’S Degree
  • The University Of Texas At Arlington
    The University Of Texas At Arlington
    Accounting
  • Utah Valley University
    Utah Valley University
    Associate'S Degree
  • Rice University
    Rice University
    Certified Treasury Professional Program

Frequently Asked Questions about Jason Lundell

What company does Jason Lundell work for?

Jason Lundell works for Gocfo

What is Jason Lundell's role at the current company?

Jason Lundell's current role is Founder & Principal Consultant at GoCFO | Financial Strategist | Helping SMEs Achieve Financial Excellence.

What is Jason Lundell's email address?

Jason Lundell's email address is ja****@****ail.com

What is Jason Lundell's direct phone number?

Jason Lundell's direct phone number is +128176*****

What schools did Jason Lundell attend?

Jason Lundell attended University Of Utah, The University Of Texas At Arlington, Utah Valley University, Rice University.

What skills is Jason Lundell known for?

Jason Lundell has skills like Financial Analysis, Auditing, Accounting, Internal Controls, Sec Filings, Financial Reporting, Sarbanes Oxley Act, Analysis, Financial Statements, Cpa, Leadership, Financial Accounting.

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