Jerry Walsh's Location
Greater Philadelphia, United States, United States
Jerry Walsh's Contact Details
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About Jerry Walsh
25+ year career applying as a Chief Financial Officer, Interim CFO and Financial Consultant and Business Advisor/Transaction Specialist providing strategic insights, operational focus and financial leadership to enhance private equity investor and corporate results. Converge Big 4 CPA and financial expertise with strong operations, HR and IT leadership to address the complexities of rapid growth organizations, recent acquisitions, troubled enterprises and businesses undergoing ownership/operational transition. Track record in driving sustainable fiscal health and long-term growth in $25M to $500M manufacturing, distribution and service companies spanning multiple industries.* Respected for fact-based, hands-on approach and transparent management style working with executive leadership, Boards, private equity investors and bankers/creditors to recapitalize and fund strategic growth initiatives.* Developed business plans and financial projections, delivered financial institution and private equity presentations, and orchestrated pre- and post-transaction due diligence, integration and synergy creation. * Implemented “bottom-up” strategic planning, forecasting and budgeting tools to improve the focus, direction and performance of company operations, financial results and personnel development.* Substantiated strategic investments in enterprise technology systems offering robust solutions for business modeling, financial reporting, administrative processes, cost control and compliance/governance.* Demonstrated organizational design, business process reengineering and IT automation expertise, resulting in streamlined highly efficient operations, higher employee productivity and lower operating costs.Certified Public Accountant (CPA)-Pennsylvania (inactive)
Jerry Walsh Work Experience Details
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Interim Cfo And ConsultantCbizPhiladelphia, Pa, Us -
Interim Cfo/ConsultantE78 Partners May 2023 - PresentOak Brook, Illinois, Us• Engaged as Interim CFO for a $130M, 360+ employee, national multi-site (36 locations) distribution portfolio company of Private Equity firm Trilantic North America specializing in the outdoor supply industry focusing on hardscaping and outdoor products. The company is highly acquisitive, having acquired and integrated 36 locations in less than 2 years and has an aggressive growth strategy. • Assisted in the financial leadership and operational roll out of standardized and scalable business processes and organizational recommendations to support the implementation of NetSuite ERP, lease accounting software LeaseQuery, Concur expense reporting, consolidation of treasury management and financial reporting Insight Software. • Oversee completion of 2 years of financial audits, opening balance sheet, purchase accounting and all associated post transaction accounting and integration. -
Interim Cfo/ConsultantTatum By Randstad Sep 2022 - May 2023Atlanta, Ga, UsEngaged as Interim CFO for a $160M, 600+ employee, multi-site, franchise portfolio company of Private Equity firm Altamont Capital Partners in the Residential Home Services industry providing Electrical, Plumbing and HVAC services. Provided transitional financial and operational leadership, including new ERP implementation (Sage Intacct), and integration with Service Titan (industry field service software), cash flow management, financial reporting, Opening Balance Sheet and post transaction activities, lender reporting, budget and first year audit preparation. Oversaw the development of organizational hires for accounting and finance staff and the improvement of processes to support and develop a sustainable and scalable organization for high growthAssisted in the acquisition and successful integration of a 6 location franchise and territorial group adding $40M in revenue and 140 employees -
Chief Financial OfficerTransaxle Llc 2021 - Jun 2022Cinnaminson, Nj, UsRecruited by Crossplane Capital to upgrade financial leadership within a $66M, 300+ employee portfolio platform company and the largest East Coast remanufacturer of transmissions, differentials, hydraulic pumps and other specialized components for the medium and heavy-duty truck markets.* Realigned and upgraded accounting team to improve current process and reporting structure, and to meet the immediate requirements of annual budget, financial audit, monthly and year end reporting and activities.* Implemented capital lease program for company-wide vehicle fleet program to replace existing aged and unsafe fleet of delivery trucks and vehicles -
Interim Cfo/ConsultantCfgi 2015 - 2021Boston, Ma, UsThrough professional network across the private equity sector and long-standing relationship with CFGI, a specialized financial consulting firm, retained by the firm on from 2015 to 2018 and again from 2019 to 2021 to support M&A transactions, post-acquisition reporting, and creation of professional financial, technology and operational infrastructures. Highlights:* Engaged by Kinderhook Industries, Carlyle, Graham Partners, Tailwind Capital and other private equity firms to provide financial and operational leadership during pre and post-acquisition and transition into platform portfolio companies. -- Developed and delivered a “100 Day Integration Playbook” specifically designed for future acquisitions, and covering all aspects of newly implemented sustainable and scalable processes. -- Provided transitional financial and operational leadership, including for 3 bolt-on acquisitions that strengthened Kinderhook Industries’ presence in the automotive accessory aftermarket -- Facilitated integration of a $40M high growth food packaging plastic extrusion products manufacturer. Assisted CFO with operational process improvement, bolt-on acquisition and ERP (SysPro) implementation. * Served as Interim CFO for a high-growth $70M consumer portfolio company of Carlyle. Set up financial, banking, treasury, purchase accounting and other systems/processes, and enhanced SAP Business One IT systems.* Retained as Interim CFO for private equity-held 130 multi-unit group of fitness centers owned by Perella Weinberg Partners. Built new financial modeling and cash flow forecasting in support of bank refinancing and operations support.* Engaged as the Interim CFO for $40M a high-growth medical products manufacturer/distributor and portfolio company of Tailwind Capital. -
Chief Financial OfficerSuperior Industrial Maintenance Company, Llc. 2018 - 2019Concord, Nc, UsRecruited by Warren Equity Partners to lead M&A integration for a newly acquired $31M, 117-employee portfolio platform company and leader in industrial specialty coatings/mechanical services across multiple industries.* Formalized entire finance, accounting and operations structure, and standardized and centralized systems and processes across 2 separate, disparate companies.* Aligned people, process and technology to create a sustainable environment to support scalable growth.* Orchestrated a bolt-on acquisition, and financial and process integration in 1 week. Completed Fair Market Valuation at acquisition, Opening Balance Audit and 1st year-end financial audit with independent auditors. * Instituted internal/external reporting, KPIs, bank debt covenants, and other financial planning and reporting tools.* Spearheaded a 6-month technology optimization initiative, including new ERP (ViewPoint), CRM (Cosential), web-based field time reporting (KeyStyle), payroll processing (ADP), and other systems and software solutions. -
Chief Financial OfficerPine Environmental Services 2016 - 2017Windsor, Nj, UsRecruited by Saw Mill Capital to lead an 18-month turnaround / revitalization of a $65M portfolio company, a premier leader in the rental and sales of environmental testing equipment across North America. * Introduced business process improvement, team building and process change initiatives throughout organization, and overhauled finance, accounting, internal controls and other corporate policies / processes.* Worked with private equity partners to secure new term debt and revolver banking and lending. * Led stabilization effort for new ERP (Infor M3), as company transitioned from failed implementation and transition from 2 legacy ERP systems. -
Chief Financial OfficerUlticom Inc. 2011 - 2015Richardson, Texas, UsRecruited by Platinum Equity to lead the public to private corporate transition and restructuring of a newly acquired portfolio $40M, 230-employee high-tech company. Oversee a 14-member team in finance, accounting, administration, IT, HR and operations. Report to the CEO with direct interaction to investor-led Board. *Completed a successful M&A exit and sale of company to an industry strategic buyer. Supported and led the integration and transition of the acquired business and operations.* Achieved a 4-year track record of 20%+ average EBITDA margins while mitigating 25% YOY revenue decline for legacy product offerings. Positioned the business for future growth and/or exit strategy.* Transformed a money-losing business into an EBITDA profitable enterprise within 90 days, and shifted from a $9M loss to $5M profit in the first year post-acquisition.* Defined and executed on key business objectives to return 100% of acquisition cost ROI within 4 years. * Partnered with private equity investors on evaluating potential roll-up acquisitions to scale the business and sell-side presentation and due diligence for strategic sale / exit.* Shifted executive leadership focus from top-line revenue to bottom-line performance, and elevated the sophistication of strategic planning, financial modeling, cost control and performance management.* Spearheaded workforce realignment, business process improvements and technology automation to reduce the company’s most significant expense, labor, by nearly 60%.* Consolidated global operations across the US, Europe and Asia, and renegotiated real estate contracts, which reduced overhead costs 32%.* Streamlined Oracle enterprise environment, improved forecasting and CRM tools resulting in better planning, decision-making and performance across all operations.* Elevated the visibility of 13 and 26 week cash flows, and accelerated annual maintenance revenue renewals from major telecommunication companies, improving cash flow. -
Senior Consultant/Interim Cfo And ControllerCmf Associates 2007 - 2011Cleveland, Ohio, UsRetained by management/turnaround consulting firms as INTERIM CFO/COO providing business, financial and operational expertise to private equity, small cap and mid-market manufacturing, distribution and service companies. Traversed varied investor agendas to provide value-enhancing leadership before, during and after portfolio company investment/acquisition. * Transitioned financial reporting to GAAP, completed 2 audits and improved internal processes for $100M legal services company following private equity acquisition.* Served as CFO of a retail energy services company during critical 18-month period of start-up, rapid growth and sustainability with $65M in revenue and 25% EBITDA.* Retained as the 1st CFO of a direct marketing software company following private equity purchase. * Developed competitive research, product development and business case studies enabling a $500M+ NASDAQ health-wellness company to embark on profitable market diversification. * Delivered merger synergies and accretive value for private equity shareholders during a 6-month acquisition/integration of a vitamin/consumer products manufacturer/distributor.* Designed business development models enabling a consumer product/service company to monetize assets and create new/incremental revenue streams.* Leveraged lender/investor network to represent companies in sourcing/restructuring financing.* Led portfolio company investment/acquisition due diligence, audits, valuation and process improvements. * Providing value-enhancing financial and operational leadership for Private Equity and Small Cap Public clients and portfolio company’s before, during, and after a portfolio company purchase transactions * Providing “hands-on” post acquisition and comprehensive finance, accounting and audit project management, financial due diligence, and interim/temporary CFO/controller role. -
Vice PresidentPhoenix Management Services 2006 - 2007Chadds Ford, Pa, 19317, UsProvided interim leadership and professional services including complex turnaround plans, restructuring and operational solutions to businesses and stakeholders facing complex financial challenges. * As interim CFO/Controller of a precious metals manufacturer/importer, stabilized the business after years of losses. Re-engineered global sourcing and product development, restructured commercial lending, and evaluated exit strategies.* Improved financial performance as interim CFO/COO of a home décor products company by turning around a money-losing product license, cutting offshore supplier purchase commitments 40% and restructuring commercial lending.* Developed “what if” analysis of consumer trends and designed flexible, scalable business development models enabling a consumer product/service company to monetize assets and create new/incremental revenue streams. -
VariousDeloitte, Llp & Multiple Companies Early Career 1984 - 2006Launched career as a Big 4 CPA with DELOITTE, LLP, and spent 10+ years as a financial leader spearheading reengineering, automation and change management initiatives in high-growth and turnaround manufacturing/distribution companies.* During 4-year tenure as CFO – WOOD FLOORING INTERNATIONAL, $35M+ specialty home products importer/distributor, led business to achieve 35%+ average annual growth and recognition as a top “Fast Growth” private company for 3 years. -- Completed 2 acquisitions, twice restructured and changed senior lenders and 2 subordinated mezzanine financing agreements, and implemented 2 ERP enterprise IT systems in a distribution/manufacturing environment.* Parlayed corporate finance and IT expertise into a business development role with JBA a global ERP software/B2B supply chain firm. Served as a financial/technical expert for global manufacturing, consumer and distribution companies.* As CFO – PLY-GEM/PGM PRODUCTS, implemented $500K in world-class IT systems and shifted the culture from direct manufacturing to multichannel distribution, which streamlined the business and improved the bottom-line.* As CFO / OPERATING EXECUTIVE – HOT BREAD MANUFACTURING, a retail/wholesale food company, reduced operating costs 30%, constructed a $1.5M new facility, improved market value and completed corporate divestiture.* As DIRECTOR OF FINANCE & ACCOUNTING – AQUARIUM PHARMACEUTICALS, INC., created comprehensive business and financial plans to achieve long-term operating, revenue and earnings objectives. * As SENIOR ACCOUNTANT - DELOITTE, LLP, (DELOITTE HASKINS AND SELLS), as team member of the Specialized Business Services Group providing Audit, Review, Compilation, and Tax services to the various small businesses including high growth, entrepreneurial, and non-profit clients.
Jerry Walsh Skills
Mergers And Acquisitions
Finance
Strategy
Due Diligence
Cash Flow
Private Equity
Budgets
Accounting
Corporate Finance
Management
Mergers
Strategic Planning
Financial Analysis
Start Ups
Budgeting
Auditing
Portfolio Management
Forecasting
Financial Modeling
Business Development
Process Improvement
Risk Management
Project Management
Restructuring
Cash Management
Operations Management
Sarbanes Oxley Act
Cpa
Business Valuation
Financial Accounting
Investments
Contract Negotiation
Internal Controls
Sec Filings
Internal Audit
Managerial Finance
Tax
Financial Reporting
Gaap
Strategic Financial Planning
Business Strategy
Jerry Walsh Education Details
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Drexel University'S Lebow College Of BusinessBusiness Administration/Accounting -
Drexel UniversityBusiness Administration/Accounting
Frequently Asked Questions about Jerry Walsh
What company does Jerry Walsh work for?
Jerry Walsh works for Cbiz
What is Jerry Walsh's role at the current company?
Jerry Walsh's current role is Interim CFO and Consultant.
What is Jerry Walsh's email address?
Jerry Walsh's email address is jw****@****xle.com
What is Jerry Walsh's direct phone number?
Jerry Walsh's direct phone number is (800) 301*****
What schools did Jerry Walsh attend?
Jerry Walsh attended Drexel University's Lebow College Of Business, Drexel University.
What skills is Jerry Walsh known for?
Jerry Walsh has skills like Mergers And Acquisitions, Finance, Strategy, Due Diligence, Cash Flow, Private Equity, Budgets, Accounting, Corporate Finance, Management, Mergers, Strategic Planning.
Who are Jerry Walsh's colleagues?
Jerry Walsh's colleagues are Callen Hogrebe, Anupriya Mehta, Danny Rios, William (Joey) Brock Iv, Ryan Cannon, Ethan Eskelund, Tree Kent.
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