Jeffrey Reynolds Email & Phone Number

Sarasota, Florida Area

Next Level CFO Solutions is an on-demand, fractional Chief Financial Officer (CFO) service provider focused on helping growth companies, entrepreneurs, CFOs, financial executives and private equity sponsors. We provide personalized services to meet each client’s needs and have the knowledge and expertise to cover a wide range of tasks and projects..

Sarasota, Florida

• Voalte simplifies caregiver communication through its mobile communication platform, allowing care teams to access and exchange information securely. In April 2019, Voalte was acquired by Hill-Rom, Inc., a global.
• Significant involvement in the due diligence and sale process leading to Hill-Rom's acquisition of Voalte for $180M (more than 4.5x Voalte's annual revenues)
• Working collaboratively with the Board of Directors and other executives, led Voalte to a consistent track record of double-digit revenue growth with a steady recurring revenue stream
• Oversaw multiple functions within the company, including Finance, Accounting, Legal, Contracting, Human Resources, and Sales Operations
• Reported directly to the Board of Directors, with significant involvement in Investor and Board communications, including the Audit Committee, Compensation Committee and Private Equity majority shareholder
• Successfully led the sourcing, diligence, and negotiation of a $15M debt facility for the company

Sarasota, Florida Area

• Oversaw the Finance function for ~$750m revenue, 3,600 employee line of business with a team of ~50 FTEs (and dotted line oversight of an additional 50 FTEs)
• Implemented framework to continuously improve Finance employee engagement resulting in top-tier, record scores
• Established and drove a management agenda for team in line with both the Direct Energy CFO and Direct Energy Services President
• Supported Direct Energy Services President with decision support and strategic discussions around our portfolio of companies, including Solar, Home Warranty, HVAC/Plumbing/Electrical contracting, Franchising, and.
• Successfully navigated matrix organization, multiple stakeholders and complex operating environment

Sarasota, Florida Area

• Selected to lead the finance department for a newly formed Commercial business unit (consisting of newly-acquired and created businesses)
• Built team and established agenda to fully support the business unit
• Made significant improvements in finance team engagement, controls work, and management information
• Level of business partnering was substantially enhanced which, when combined with new-created MI abilities, led to the beginning of business unit turnaround
• Provided business partner support to business unit President

Sarasota, Florida Area

• Formalized the planning process for the newly-acquired group of businesses in order to better align with Direct Energy
• Procured, designed and implemented a cloud-based planning and consolidation tool allowing for significant improvements in close process, planning cycles and reporting abilities

Sarasota, Florida Area

• Publicly traded IP (Internet Protocol)-centric developer of innovative and disruptive communications technologies for wireless networks. During time of employment, xG was listed on the London Stock Exchange's.
• Responsible for all financial projections / forecasts, financial models, and special analyses, including business models and presentations used to raise millions of dollars in capital
• Extensive experience with contract preparation and negotiation, including manufacturing service agreements, engineering development contracts, distributor and license agreements, and leases
• Directly participated in maintaining the relationships and conditions required to be publicly listed, to include administration of SEC Regulation S restrictions and visits to London to secure brokers and Nominated.
• Partnered with other senior managers to provide operational planning and strategic initiatives (ranging from go-to-market strategies to Human Resources and IT investments)
• Supervised intellectual property portfolio with >50 US matters and >120 international matters

Sarasota, Florida Area

• Upon leaving Alliant Partners in 2004, I began consulting for various companies. The roles and levels of responsibility varied with the needs of the organizations and I often worked with multiple companies at a given.
• Primarily worked with not-for-profits having annual operating budgets up to $2 million
• Provided critical daily cash-flow management and techniques to maintain solvency Project Management
• Commercial and residential real estate development and investment analysis
• Actively involved with project analysis, selection, and performanceTax accounting / Bookkeeping
• Provided research of tax issues and prepared tax returns for individuals, small businesses, and trusts

Tampa/St. Petersburg, Florida Area

• A company focused on the investment in and development of multimillion-dollar retail and other commercial real estate projects around the United States.
• Coordinated construction loans across several banks and multiple projects
• Managed cash flow on daily basis as necessary to maintain solvency, requiring extensive negotiation and relationship-building with vendors and financial institutions
• Responsible for directing the company’s overall financial policies
• Oversight of all financial functions including accounting, budget, credit, insurance, tax, and treasury
• Responsible for forming and coordinating sub-entities with the parent company and other joint venture partners

San Francisco Bay Area

• A real estate investment company focused on multi-family and commercial properties in California and Colorado.
• Handled all activities involved with taking transactions from contract signature to close of escrow, including coordination with loan officers, escrow agents, legal counsel, and brokers to ensure a smooth and on-time.
• Provided detailed financial analysis of real estate transactions, including analyses regarding purchases, sales, leases, breakeven points, and refinances
• Created and maintained accounting system for over 250 investors’ capital accounts, as well as performed external reporting/analysis functions for these investors
• Served as the central distribution point for financial information within the company, including investor accounting, financial analysis, and transaction activity

San Francisco Bay Area

• With offices in 157 countries and over 208,000 people, PwC is among the leading professional services networks in the world, helping organizations and individuals create value by delivering quality in assurance, tax.
• Prepared, reviewed, and analyzed consolidated financial statements and accompanying footnote disclosures ensuring compliance with industry standards and SEC requirements
• Researched and evaluated the effects of emerging technical guidance and standards (SEC, FASB, EITF, SOP, and GAAP) on client financial statements and operations
• Investigated and analyzed complex and unique accounting issues through inquiry with company personnel, examination of financial records, and research of technical literature
• Evaluated internal controls and presented recommendations to senior management
• Provided business and accounting advice on technical issues, including software development and revenue recognition

Master Of Accounting, Accounting

• Overall GPA: 3.8/4.0 • GMAT: 690 • FICPA Educational Foundation Scholarship Recipient (1999) • Batson-Siegal Fellowship Recipient (1999).

Bachelor Of Science, Accounting

• Graduated with Highest Honors (3.8 GPA) • Anderson Scholar with High Distinction (1997) • Beta Alpha Psi (National Accounting Honor.