Mark Werling

Mark Werling Email and Phone Number

CEO + Founder. CPA, MBA, CIRA, CVA, MFIC, Licensed Financial Professional @ Millennium: Finance & Consulting, Inc. (MFIC)
Mark Werling's Location
Chicago, Illinois, United States, United States
Mark Werling's Contact Details
About Mark Werling

Mark specializes in unlocking value in dynamic businesses and helping entrepreneurs navigate through high growth and key transition points in their business life cycle. Progressive experience in finance and operations management within start-ups, turnarounds, private equity backed ventures, Fortune 100 companies, and franchise-based enterprises. Demonstrated ability to streamline business operations that drive growth, increase efficiency and drive positive EBITDA. Strong qualifications in developing and implementing financial controls and processes, human resource management, securing financing, implementing new ERP systems, and facilitating change management. In offering critical assistance to entrepreneurial companies, Mark works directly with company management to help stabilize both financial and operational performance by developing and implementing comprehensive profitability and working capital plans. Mark’s team oriented and consensus building approach provides a leadership synergy that fosters break-through idea generation and execution.

Mark Werling's Current Company Details
Millennium: Finance & Consulting, Inc. (MFIC)

Millennium: Finance & Consulting, Inc. (Mfic)

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CEO + Founder. CPA, MBA, CIRA, CVA, MFIC, Licensed Financial Professional
Mark Werling Work Experience Details
  • Millennium: Finance & Consulting, Inc. (Mfic)
    Ceo & Founder
    Millennium: Finance & Consulting, Inc. (Mfic) Aug 2022 - Present
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  • Keiretsu Forum Midwest
    Member
    Keiretsu Forum Midwest Mar 2024 - Present
    Cincinnati, Ohio, Us
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  • Marathoncfo
    Partner, Cfo/Coo
    Marathoncfo Mar 2017 - Oct 2022
    Waltham, Ma, Us
    As experienced entrepreneurs, and friends and colleagues of over 10 years, the partners at MarathonCFO knows the challenges and opportunities of owning your own business and being an entrepreneur. We know why you started and how you want to finish. With a team in San Francisco, Chicago and Boston and led by two experienced former CFO's, CPA's, Consultant's, Owner's and Entrepreneurs ourselves, we leverage leading, lean technology to solve your financial and accounting problems so you can focus on your core business and drive topline and positive EBITDA. Whether you have a franchisee business throughout the US, are a venture backed start-up in New York City, growing your real estate empire in "Silicon Beach" or revolutionizing fiberless technology, we have you covered.
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  • Coyuchi
    Cfo & Vp Of Finance
    Coyuchi Feb 2013 - Mar 2017
    San Francisco, California, Us
    Coyuchi is a private equity backed, multichannel retailer driven by ecommerce, traditional brick-and-mortar, online wholesale, catalog, a retail store in Point Reyes and a showroom in New York City. Coyuchi designs and sells luxury home goods (sheeting, blankets, towels, loungewear) made of 100% organic cotton according to the GOTS (Global Organic Textile Standards) and Fair Trade USA standards. Highlights of tenure included:• Assisted in the shifting of the Company strategy to prioritize the ecommerce channel, eliminated lower margin channels and optimized our cost structure. Transition required significant hand’s-on, personal leadership with all departments and shift company culture to a high performing, high accountable organization (2013).• Stabilized the accounting environment, implemented immediate controls and hired and retained a new finance team (2014).• Transitioned HR and benefit administration to a 3rd party professional employer organization (PEO in 2014) and launched the Company 401k plan (2015). • Assisted with the move from an internally managed distribution center to an outsourced 3rd party logistics (3PL) company. Decision driven by lower fulfillment and overhead costs, tighter inventory controls, more efficient operations and lower shipping costs. Sharply reduced year-end inventory adjustments to <1.0% (2015). • Assisted in the negotiation of the lease of new headquarters and exit of former location, revised insurance policies, captured new cost structure, and ensured HR policies are compliant with all San Francisco filings and regulations (2016). • Prepared and delivered monthly board reports summarizing financial, operational and key performance indicators (KPI’s) to board, management team and equity partners. Maintained a rolling 52-week cash flow model to accurately project cash balances, forward planning and future cash needs on an ongoing basis.
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  • Burr, Pilger & Mayer Llp
    Consultant (Cpa, Cira, Cva)
    Burr, Pilger & Mayer Llp Oct 2006 - Feb 2013
    San Francisco, Ca, Us
    Burr Pilger Mayer was California’s largest regional CPA firm with over $75M in revenue and 400 employees in six offices throughout the San Francisco Bay Area. The Private Company Services/Consulting Group focused on providing a full range of accounting and financial needs for businesses and their owners across the entire company life cycle focusing primarily on companies with revenues below $50M. Key areas of personal focus involved turnaround and restructuring advisory, cash flow forecasting, due diligence and providing CFO advisory services to both high-growth and highly-distressed companies. Highlights include:• Developed and executed long-term operational, financial and strategic plans for companies that included strengthening the balance sheet, driving the income statement and improving financial ratios towards target benchmarks over multi-year periods primarily for growth stage companies and companies in various stages of renewal.• Monitored collateral and cash flow commitments to ensure bank covenant and cash flow compliance.• Developed long range financial models forecasting complete company financial statement projections including the ability to model various scenarios and strategy considerations at any level of required detail. • Utilized a team oriented and consensus building approach with management, various third-parties and investors to ensure that the company is taking the necessary steps to maximize value for all parties and employees.• Led due diligence teams through various buy-side and investor related acquisition/funding scenarios including the assessment of the target company’s assets, liabilities, commitments, and sales forecasts.• Served in various interim CFO/controller positions until a permanent solution was found or company returned to stability.• Mentored and coached professional staff including being named one of the ‘Coaches of the Year’ in 2011.
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  • Johnson & Johnson - Lifescan
    Business Analyst
    Johnson & Johnson - Lifescan Aug 2004 - Oct 2006
    New Brunswick, Nj, Us
    Experience included a mixed accounting and finance role with LifeScan, Inc., a medical device company with $1B of sales specializing in blood glucose meters for people with diabetes. Supported the stand-alone hospital sales channel and owned all financial and accounting requirements. This group was undergoing an internal turnaround after sales declined from $110M to $50M. My work contributed to a stabilization of the group, the launch of several new products and a return to consistent year-over-year revenue growth above $60M and net contributions above $17M. Highlights include:• Teamed with sales, contracting and marketing business partners to develop new pricing strategies for products, sales compensation, contracting and sales programs. • Created financial forecasts for next generation products through various milestones and ongoing assessments of funding requirements, market share, average sales price, gross and net margins, NPV and IRR commitments. • Managed the business and strategic plan process, providing ongoing analysis and delivering on financial commitments. • Built and continually improved the accounting reports and customized the information systems to enable financial accuracy, operating efficiencies and scalability including during the ERP transition from a DOS based system to JD Edwards. • Developed analytical tools to identify and eliminate a $17M diversion fraud scheme within LifeScan’s pharmacy rebate and contract pricing channel. • Planned, coordinated and led a two-day undergraduate recruiting event on behalf of the Johnson & Johnson west coast operating companies. Event recognized as ‘Best in Class’ by Johnson & Johnson corporate headquarters. Received the "Global Standards of Leadership Award" in recognition of the event.
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  • Ikamva Labantu
    Non-Profit Business Consultant
    Ikamva Labantu Jun 2003 - Aug 2003
    Cape Town, Western Cape, Za
    Provided business consulting services to non-profit organizations working in the township communities of Cape Town, South Africa. The internship was a joint program between the University of Notre Dame and the University of Cape Town's Graduate School of Business.
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  • Burr, Pilger & Mayer Llp
    Assurance Supervisor (Cpa)
    Burr, Pilger & Mayer Llp Jul 2001 - Jun 2002
    San Francisco, Ca, Us
    Experienced auditor and income tax preparer for both privately-held and publicly traded clients. Experienced with clients of various size and across multiple industries including retail, construction, wine, and technology.
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  • Deloitte
    Assurance Supervisor (Cpa)
    Deloitte Jul 2000 - Jun 2001
    Worldwide, Oo
    Experienced auditor and income tax preparer for both privately-held and publicly traded clients. Experienced with clients of various size and across multiple industries including retail, construction, wine, and technology.
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  • Bpm Llp
    Assurance Supervisor (Cpa)
    Bpm Llp Jan 1998 - Jun 2000
    San Francisco, Ca, Us
    Experienced auditor and income tax preparer for both privately-held and publicly traded clients. Experienced with clients of various size and across multiple industries including retail, construction, wine, and technology.
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  • Accru Felsers
    Assurance Professional
    Accru Felsers Jul 1999 - Oct 1999
    Participated in an international CPA exchange program working in Sydney, Australia for the summer. An opportunity of a lifetime.

Mark Werling Skills

Due Diligence Budgets Financial Accounting Restructuring Management Business Planning Financial Reporting Pricing Strategy Business Valuation Strategic Financial Planning Management Consulting Financial Statements Financial Analysis Cash Flow Sec Filings Internal Controls Financial Planning Strategic Planning Strategy Business Revenue Recognition Gaap Accounting Sarbanes Oxley Act Finance Capital Budgeting Business Modeling Contract Negotiation Leadership Analytical Skills Cash Flow Management Bank Refinancings Expert Witness Services Negotiating Contracts New Business Ventures Budget Management Budget Development Forecasting Financial Modeling Analysis Internal Audit Mergers And Acquisitions Consulting Tax Auditing Corporate Finance

Mark Werling Education Details

  • University Of Notre Dame - Mendoza College Of Business
    University Of Notre Dame - Mendoza College Of Business
    Business
  • Santa Clara University
    Santa Clara University
    Accounting

Frequently Asked Questions about Mark Werling

What company does Mark Werling work for?

Mark Werling works for Millennium: Finance & Consulting, Inc. (Mfic)

What is Mark Werling's role at the current company?

Mark Werling's current role is CEO + Founder. CPA, MBA, CIRA, CVA, MFIC, Licensed Financial Professional.

What is Mark Werling's email address?

Mark Werling's email address is ma****@****cfo.com

What is Mark Werling's direct phone number?

Mark Werling's direct phone number is +151090*****

What schools did Mark Werling attend?

Mark Werling attended University Of Notre Dame - Mendoza College Of Business, Santa Clara University.

What skills is Mark Werling known for?

Mark Werling has skills like Due Diligence, Budgets, Financial Accounting, Restructuring, Management, Business Planning, Financial Reporting, Pricing Strategy, Business Valuation, Strategic Financial Planning, Management Consulting, Financial Statements.

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