Jeffrey Mazza, Cfe
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Jeffrey Mazza, Cfe Email & Phone Number

CEO Prosperity Partner Through Financial Clarity and Targeted Success I Fractional CFO | Strategic Advisor | Global Speaker | Husband & Father | Golfer at Millstone Consulting Group LLC
Location: Greater Chicago Area, United States, United States 13 work roles 3 schools
1 work email found @claconnect.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Role
CEO Prosperity Partner Through Financial Clarity and Targeted Success I Fractional CFO | Strategic Advisor | Global Speaker | Husband & Father | Golfer
Location
Greater Chicago Area, United States, United States

Who is Jeffrey Mazza, Cfe? Overview

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Quick answer

Jeffrey Mazza, Cfe is listed as CEO Prosperity Partner Through Financial Clarity and Targeted Success I Fractional CFO | Strategic Advisor | Global Speaker | Husband & Father | Golfer at Millstone Consulting Group LLC, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at claconnect.com and a matched LinkedIn profile for Jeffrey Mazza, Cfe.

Jeffrey Mazza, Cfe previously worked as CEO at Millstone Consulting Group Llc and Member at Association Of Certified Fraud Examiners (Acfe). Jeffrey Mazza, Cfe holds Master Of Business Administration - Mba, Finance, General from Depaul University - Charles H. Kellstadt Graduate School Of Business (Attended 2005-2006).

Company email context

Email format at Millstone Consulting Group LLC

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*@claconnect.com
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Profile bio

About Jeffrey Mazza, Cfe

*ARE YOU A SMALL TO MEDIUM SIZED BUSINESS OWNER?*If so, it’s probably true that building your dream has probably required a significant investment of hard work and dedication?But did you know: 38% of small businesses fail because of poor cash management Organizations lose 5% of revenue to fraud every year 46% of small businesses don’t have a declared budget.*WHERE DOES YOUR BUSINESS GO FROM HERE IN TERMS OF THE NEXT PHASE?*At Millstone Consulting Group we help business owners who: Want to have better visibility in their cash flows to make informed decisions today Are hungry to have a strategic plan and a roadmap to achieve their dreams and goals Are looking for a partner to improve decision-making, improved financial health and valuable insights Need help with identifying and mitigating financial risks and safeguarding company assets.*HOW WE HELP* FINANCIAL REVIEW - to understand how the business is performing and recommendations to improve profitability CASHFLOW FORECAST – Implement a cash-flow forecast tailored to each client to provide visibility of cash in the future to make informed decisions today. GOAL SETTING – Partner with clients to understand what they want to achieve and then establish meaning objectives and strategies and action plans. BUDGETING – Budgeting equips business owners with the tools to manage finances proactively, make strategic choices and achieve financial stability and growth RISK MANAGEMENT - risk management empowers business owners to navigate uncertainties and challenges with a calculated approach, ensuring the resilience, sustainability, and success of their ventures.

Listed skills include Financial Statements, Financial Modeling, Financial Reporting, Accounting, and 46 others.

Current workplace

Jeffrey Mazza, Cfe's current company

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Millstone Consulting Group LLC
Millstone Consulting Group Llc
CEO Prosperity Partner Through Financial Clarity and Targeted Success I Fractional CFO | Strategic Advisor | Global Speaker | Husband & Father | Golfer
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13 roles

Jeffrey Mazza, Cfe work experience

A career timeline built from the work history available for this profile.

Ceo

Current

At Millstone Consulting Group LLC, is a CFO Advisory firm dedicated to helping businesses achieve their goals through our expert CFO Advisory & Fraud Detection & Prevention services. Our team of experienced CFO’s work closely with clients to provide tailored solutions that meet their unique needs. We pride ourselves on our commitment to excellence.

Jun 2023 - Present

Board Member

Current
The Galf Llc
Feb 2013 - Present

Cfo - Greater Chicagoland Office Leader

US

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With 7,400 people, more than 120 U.S. locations, and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory.

Mar 2022 - Jun 2023

Vice President Finance

Skokie, Illinois, US

Apr 2020 - Jan 2022

Chief Financial Officer

Kingstown, Kingstown, VC

Financial and programmatic leader for an innovative MedTech/FinTech SaaS startup—pioneering the use of predictive analytics in big data. In partnership with CEO and COO, guide all strategic and tactical matters regarding M&A activity, FP&A, internal controls, risk mitigation, and global expansion. Oversee all fiscal reporting. Identify new funding.

Dec 2017 - Mar 2020

Director Of Finance

Highland Park, Illinois, US

Reporting to the President, led FP&A for a 501(c)(6) nonprofit with $15M in revenue—one of the largest accrediting organizations for healthcare outpatient facilities worldwide. Partnered with the CEO and COO on resource development, financing programs, and ad hoc projects. Drove financing initiatives for both AAAASF and their for-profit business ventures.

Dec 2017 - Jan 2019

Vp Of Finance & Operations

New England Seafood Co

Co-founded and managed the Chicago business of a seafood distribution facility headquartered in Boston. Led strategic vision, operations, accounting, and finance. Developed sales forecasts, profit models, budgets; oversaw reconciliations, financial reporting, month- and year-end closes; and prepared financial statements. Ensured business and regulatory.

Jul 2011 - Jun 2017

Chief Compliance Officer

Pawely's Island, SC, US

Entrepreneurial operations and compliance leadership role for an SEC-registered hedge fund with $600M in assets under management. As a Series 65 licensed advisor, supported execution of credit default swaps (CDS) and commercial paper trades for long/short biased portfolios. Built financial models to generate asymmetric payouts. Ensured SEC compliance and.

May 2006 - Jun 2011

Fixed Income Sales

Ubs

Zurich, CH

Drove acquisition and growth strategy for the Investment Grade Credit Sales group as a Series 7 & 63 licensed broker. Sold structured financial products to institutional clients, including portfolio managers, hedge funds, pension funds, and insurance companies. Tracked, and capitalized on, emerging market trends. Examined buy/sell axes to identify trading.

Jun 2002 - May 2006

Analyst - Private Investment Client

Frankfurt Am Main, Hessen, DE

Set up new securities in the accounting system and monitored trade entries for an investment firm. Ensured GAAP compliance. Conducted month-end reconciliations of portfolios. Performed daily valuations on fund accounting and portfolio systems.

Jun 2000 - Jun 2002
3 education records

Jeffrey Mazza, Cfe education

Master Of Business Administration - Mba, Finance, General

Depaul University - Charles H. Kellstadt Graduate School Of Business (Attended 2005-2006)

Bachelor Of Business Administration - Bba, Finance

University Of Massachusetts Amherst

Education record

Cushing Academy
FAQ

Frequently asked questions about Jeffrey Mazza, Cfe

Quick answers generated from the profile data available on this page.

What company does Jeffrey Mazza, Cfe work for?

Jeffrey Mazza, Cfe works for Millstone Consulting Group LLC.

What is Jeffrey Mazza, Cfe's role at Millstone Consulting Group LLC?

Jeffrey Mazza, Cfe is listed as CEO Prosperity Partner Through Financial Clarity and Targeted Success I Fractional CFO | Strategic Advisor | Global Speaker | Husband & Father | Golfer at Millstone Consulting Group LLC.

What is Jeffrey Mazza, Cfe's email address?

AeroLeads has found 1 work email signal at @claconnect.com for Jeffrey Mazza, Cfe at Millstone Consulting Group LLC.

Where is Jeffrey Mazza, Cfe based?

Jeffrey Mazza, Cfe is based in Greater Chicago Area, United States, United States while working with Millstone Consulting Group LLC.

What companies has Jeffrey Mazza, Cfe worked for?

Jeffrey Mazza, Cfe has worked for Millstone Consulting Group Llc, Association Of Certified Fraud Examiners (Acfe), The Cfo Leadership Council, The Galf Llc, and Cla (Cliftonlarsonallen).

How can I contact Jeffrey Mazza, Cfe?

You can use AeroLeads to view verified contact signals for Jeffrey Mazza, Cfe at Millstone Consulting Group LLC, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey Mazza, Cfe attend?

Jeffrey Mazza, Cfe holds Master Of Business Administration - Mba, Finance, General from Depaul University - Charles H. Kellstadt Graduate School Of Business (Attended 2005-2006).

What skills is Jeffrey Mazza, Cfe known for?

Jeffrey Mazza, Cfe is listed with skills including Financial Statements, Financial Modeling, Financial Reporting, Accounting, Balance Sheet, Strategic Planning, Investments, and Corporate Finance.

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