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Call or text 214-927-0829 Email lweiner@thatfin.com |CFO | Acquisitions and Divestitures | ERP Implementation | Vice President | Treasury | Private Equity | Restructuring | Treasury Management | Debt Management | International Operations | Multi Site I am an experienced CFO, Treasurer, Vice President and Financial Planning expert that helps companies successfully grow or restructure their organizations both financially and operationally. I have helped several companies implement new ERP systems, negotiate a sale of a portion of a company to a private equity firm and helped a company in the exit of their business. I have completed several acquisitions and risen to the CFO level. I am also a Certified Public Accountant.Specialties: ✔ Exit Strategy Expert✔ Restructuring✔ ERP Implementations ✔ Mergers and Acquistions✔ Treasury Management (Domestic and International)✔ Debt Management (Domestic and International)✔ Worked in Private Equity backed companies
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Managing PartnerTop Hat Financial Advisors Nov 2020 - Present
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Interim Chief Financial OfficerRees Scientific Oct 2022 - Aug 2023Trenton, New Jersey, UsInterim CFO during transition from founder owned to private equity backed company. -
Interim Chief Financial OfficerAltamira Material Solutions Sep 2021 - Dec 2021Houston, Texas, Us -
Interim Chief Financial OfficerClinicalmind Dec 2020 - Jul 2021New York, New York, UsInterim CFO contracted to lead the integration of a Canadian acquisition, create Company's annual budget, implement reporting and debt compliance requirements for 3rd party debt and facilitate a 1st year audit of the company. -
Interim Chief Financial OfficerHero Digital, Llc Dec 2019 - Oct 2020Chicago, Illinois, UsRestructured accounting and finance organization lowering headcount costs from $2.1M to $800K annually and led a team of nine accounting and finance individuals.Successfully led the implementation and integration of NetSuite, Mavenlink and Concur while exiting the use of FinancialForce and two instances of QuickBooks. Created a 13-week cash forecasting model to manage the short-term liquidity of the companyNegotiated new banking covenant compliance metrics and assisted the company in raising $10M from their private equity partner. -
Vice President FinanceBearcom Jun 2019 - Oct 2019Garland, Texas, UsSuccessfully restructured the accounting and finance organization and integrated several Candian and US acquisitions. -
Cfo ConsultantArmanino Llp Dec 2018 - May 2019San Ramon, Ca, UsCFO Consultant helping mid-sized companies in start-up, growth, restructuring or selling mode become successful by providing practical solutions based on their current situation. -
Vice President FinanceAdvanced Integration Technology Dec 2015 - May 2018Plano, Texas, Us -
Interim Chief Financial OfficerAdvanced Integration Technology Jul 2015 - Dec 2015Plano, Texas, Us
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Corporate ControllerAdvanced Integration Technology Jul 2013 - Jun 2015Plano, Texas, UsAdvanced Integration Technology (AIT) is a leading industrial automation company delivering turnkey factory integration and tooling solutions to the Aerospace industry.
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Chief Financial OfficerBradshaw Group May 2004 - Jul 2013Richardson, Texas, UsDirected the financial operations and information technology department of a worldwide wholesale distributor of printer parts and supplies for the desktop and high speed printer industries. -
Chairman, Board Of AdvisorsDynamics Nav User Group Oct 2010 - Jun 2013The Dynamics NAV User Group (NAVUG) is an association of companies sharing the common interest of optimizing their usage of Microsoft Dynamics NAV. This independent community of users gets together (remotely and face-to-face) through a myriad of conferences, virtual tools, and programs to share knowledge and best practices. Membership and active participation in NAVUG can make all the difference in the effective use of your Dynamics NAV software.
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Chief Financial ExecutiveDaisytek International Corporation Aug 2003 - Apr 2004Directed operations, accounts receivable, accounts payable, accounting and human resource departments for a company in Chapter 11. -Successfully completed four divestitures of businesses in North and South America. -Successfully confirmed the Plan of Reorganization of the Company.
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Director Of TreasuryDaisytek International Corporation Mar 2000 - Aug 2003Directed the global treasury management and business insurance risk management departments for a $1.8 billion wholesale distributor of information technology supplies and office products.-Managed the treasury and risk management departments.-Successfully negotiated and signed a $250 million secured asset-based credit facility and a $125 million unsecured cash flow based credit facility in the U.S. -Negotiated and signed international credit facilities in Canada, Australia, and Mexico. -Directly responsible for managing over 50 U.S. bank accounts and 8 Canadian bank accounts. -Managed the currency risk manangement process for the Company.-Managed the business insurance process including Property and Casualty, Directors and Officers, Transit and Fiduciary liability insurance. -Directly managed the daily liquidity of the Company.-Created cash forecasting tools used to manage cash flow and availability for the company.
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Senior Associate ConsultantPricewaterhousecoopers Apr 1998 - Mar 2000GbAdvised clients in Business Regeneration and Corporate Recovery with $50 million to $1 billion in revenues.-Advised a Bank Syndicate of the risks associated with a $150 million business plan including the effects on cash flow and availability within the credit facility. -Revised a client’s short-term cash forecasting procedures to more effectively manage liquidity.-Created a 3-year monthly projection for a $450 million retailer integrating the profit and loss statement, balance sheet, cash flow statement and borrowing base/availability calculation. -Successfully advised a retailer in their emergence from Chapter 11. -
New Business AnalysisElectronic Data Systems 1997 - 1998Houston, Texas, UsDevelopment of financial plans for the acquisition of new business opportunities from $80 million to $1 billion in the outsourcing of IT departments in the Commercial and State Insurance industries. -
Regional Financial PlanningInternational Business Machines 1994 - 1998Armonk, New York, Ny, UsBudget and implementation manager for a $150 million division of a computer maintenance services company. -
AccountantIsdaner & Company, Llc 1990 - 1994Bala Cynwyd, Pa, Us
Lee Weiner Skills
Lee Weiner Education Details
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Ithaca CollegeFinance -
Plymouth Whitemarsh
Frequently Asked Questions about Lee Weiner
What company does Lee Weiner work for?
Lee Weiner works for Top Hat Financial Advisors
What is Lee Weiner's role at the current company?
Lee Weiner's current role is CFO/Consultant/Financial Janitor.
What is Lee Weiner's email address?
Lee Weiner's email address is le****@****ail.com
What is Lee Weiner's direct phone number?
Lee Weiner's direct phone number is +121492*****
What schools did Lee Weiner attend?
Lee Weiner attended Ithaca College, Plymouth Whitemarsh.
What skills is Lee Weiner known for?
Lee Weiner has skills like Erp, Budgets, Management, Business Planning, Accounting, Restructuring, Cash Flow, Mergers And Acquisitions, Financial Analysis, Strategic Financial Planning, Financial Reporting, Sarbanes Oxley Act.
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