Jason Lundell Email and Phone Number
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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
Gocfo
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Principal ConsultantGocfo Sep 2023 - PresentAs 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. -
Cfo And Vp, Finance & AccountingPnc Global Transfers Jun 2015 - 2023Houston, Tx, UsPNC 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. -
ControllerPnc Global Transfers Jul 2012 - Jun 2015Houston, Tx, Us -
Board Of Directors, Fort Worth ChapterTexas Society Of Cpas Aug 2009 - Jul 2012Addison, Texas, Us -
Chairman Of The Members In Business And Industry Task Force, Fort Worth ChapterTexas Society Of Cpas Jun 2009 - May 2010Addison, Texas, Us -
Audit ManagerDeloitte & Touche 2010 - 2012Worldwide, OoClients 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. -
Senior Financial AnalystAlcon 2007 - 2010Geneva, Switzerland, Ch -
Audit AssociatePwc 2005 - 2007GbClients included BBVA, Southside Bank, GM Financial (AmeriCredit), RG Premier Bank, and RadioShack.
Jason Lundell Skills
Jason Lundell Education Details
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University Of UtahBachelor’S Degree -
The University Of Texas At ArlingtonAccounting -
Utah Valley UniversityAssociate'S Degree -
Rice UniversityCertified 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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