Marty Koehler Email and Phone Number
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Marty Koehler is a seasoned financial executive with extensive experience with emerging and middle market businesses. An accomplished financial executive of high integrity, experienced in all aspects of financial management, Marty is recognized as a leader who combines human resources, technology, and administrative experience with financial expertise to reduce costs, increase margins, and improve operational efficiencies. Marty has wide-ranging experience across numerous industries. Having served as the Chief Financial Officer of technology, telecommunications, healthcare and CPG/branded products, Marty has developed strong business acumen that allows him to be a true business partner with company’s CEOs and CFOs.Marty has a unique ability to think strategically and act tactically. Driven to continuously improve, Marty challenges organizations to be high performance by leveraging technology and instilling discipline and accountability. He works with business leaders to identify the key leverage points and creates the visibility through sound financial reporting and metrics to ensure success. Throughout his career Marty has been very successful in raising debt and equity capital. From his early days at Arthur Andersen assisting clients to his role as Chief Financial Officer, Marty has helped raise nearly $500 million in debt and equity capital. Marty has also successfully led the human resource function at many of his companies. Recognizing the import role human resources play in the creation of an “employer of choice” company, Marty has been instrumental in the recruitment and development of best in class human resource professionals who have developed the programs and culture of these organizations. Marty has extensive experience working with third-party benefits providers to ensure both company and employee objectives are met.
Western Golf Association/Evans Scholars Foundation
View- Website:
- wgaesf.org
- Employees:
- 327
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DirectorWestern Golf Association/Evans Scholars FoundationChicago, Il, Us -
PrincipalMarsh Mclennan Agency Aug 2014 - PresentSchaumburg, IlI am responsible for helping companies change the way they buy and consume healthcare and other related employee benefits.Marsh & McLennan Agency is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. Consistently recognized as a top workplace, MMA attracts and retains its insurance talent by rewarding expertise, investing in career development, and recognizing contributions. MMA colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment. -
Board MemberAlmost Home Kids Mar 2013 - PresentGreater Chicago Area -
Vice PresidentMid American Group Oct 2012 - Aug 2014Westmont, IlMid American Group has been ranked one of the Top Employee Benefit Brokers in the country 3 years running by Crain's Business Insurance. Our target market is companies with over 100 covered lives. We differentiate ourselves by specializing in employee benefits insurance and by bundling value added services at no additional cost to our clients through our innovative Leading Edge suite. Services included are: FSA & Cobra Administration, Employee Assistance Programs, Total Compensation Benefit Statements, Online Benefit/Enrollment Websites, FMLA Administration amongst others.
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Managing DirectorKoehler Koehler, Inc. Oct 2009 - Oct 2012Koehler Koehler, Inc. is a full-service employee benefits and financial consultancy with over 30 years of superior client service experience. Koehler Koehler, Inc. does more than help its small to mid-sized clients with the structuring and administration of their employee benefits. The Firm recognizes the important part employee benefits play in the recruiting and retention of top-flight employees and has helped its clients design competitive and compelling plans that deliver on that need. Whether it’s being readily available to assist with the day to day issues that arise in benefit plan administration or bringing years of proven experience to solve challenging business issues, Koehler Koehler has developed a reputation of being one of the premier employee benefits specialists in the Chicago-land area. Moreover, Marty's vast financial leadership experience provides meaningful business insight beyond the realm of employee benefit. Marty is a true business partner with his clients. The combination of the two principals offers a powerful and unique blend of deep industry knowledge with extensive real-world application.
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CfoFocus Products Group, Llc Oct 2007 - Jul 2009Focus Products is a private equity backed leading developer and distributor of retail and wholesale kitchen and bath products.Marty built and transformed the accounting and finance team from manually intensive to a highly efficient, process-driven organization. Implemented cadence and process throughout the organization to bring greater visibility and predictability to the operating results. He led due diligence and integration efforts on four successful acquisitions.Selected Achievements:• Successfully structured the employee benefits package to minimize the financial impact on the company• Helped develop new company strategy allowing the organization to transform from an acquisition and rollup company to an innovation and new product development driven business.• Led restructuring efforts, which resulted in: o 17% organizational reduction o Inventory reduction of $11 million, thereby increasing turns by 18% o Improved accounts receivable, reducing DSO from 66 to 53 days o Effectively managed vendor payables thereby creating working capital. • Streamline processes and procedures whereby eliminating inefficiencies and strengthening controls and upgrading the talent level of the team. -
Chief Financial OfficerDbs Communications, Inc. 2002 - 2007DBS Communications was a privately held leading independent mobile virtual network operator. Marty built the accounting, finance, human resources, legal and office services functions. Led initiatives that moved this organization from $10 million to $75 million in four years. Led management planning helping to expand nationwide. Successfully raised over $32 million in venture equity and $4 million in bank financing.Selected Achievements:• Designed treasury and cash management function processing over 5,000 transactions per month.• Consistently developed strong teams in accounting, finance, human resources and office administration.• Prepared the organization for rapid growth and national expansion.• Created periodic management reporting spotlighting key performance indicators.• Built and maintained employee benefit programs, which were cost effective and highly competitive
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Chief Financial OfficerSmartsignal 2000 - 2002SmartSignal is a privately held software solutions company focused on equipment condition monitoring. Marty led the accounting, finance, treasury and administration functions. Initiated rounds of funding that resulted in an over-subscribed offering and an increased valuation. Selected Achievements:• Designed and developed company’s business plan. • Developed and implemented effective accounting and reporting systems.• Established employee benefit program and risk management plans.
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Vice President FinanceNovamed 1997 - 2000NovaMed is a regional eye care services organizations that acquires, develops and manages ambulatory surgery centers.Marty established an accounting and finance team that helped support revenue growth from $50 million to $162 million. Co-led an exceptionally successful initial public offering. Prepared the organization for SEC compliance. Selected Achievements:• Reduced the close cycle from 45 days to 10 days.• Developed and integrated effective cash management system in 50 locations.• Led due diligence efforts and closed lucrative acquisitions in several states.
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Chief Financial OfficerSoftnet Systems, Inc Jul 1995 - Sep 1997SoftNet Systems was a telecom and document management company. I joined the company when it was a mere shell on the American Stock Exchange. We merged 3 operating companies into the shell and immediately created a $45 million business. I was responsible for creating a holding company from scratch.
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ManagerArthur Andersen 1985 - 1995
Marty Koehler Skills
Marty Koehler Education Details
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Accounting -
St. Edward Central Catholic
Frequently Asked Questions about Marty Koehler
What company does Marty Koehler work for?
Marty Koehler works for Western Golf Association/evans Scholars Foundation
What is Marty Koehler's role at the current company?
Marty Koehler's current role is Director.
What is Marty Koehler's email address?
Marty Koehler's email address is mk****@****ncy.com
What is Marty Koehler's direct phone number?
Marty Koehler's direct phone number is +184779*****
What schools did Marty Koehler attend?
Marty Koehler attended Illinois State University, St. Edward Central Catholic.
What skills is Marty Koehler known for?
Marty Koehler has skills like Strategy, Mergers And Acquisitions, Strategic Planning, Business Planning, Financial Reporting, Leadership, Finance, Mergers, Accounting, Management, Due Diligence, Managerial Finance.
Who are Marty Koehler's colleagues?
Marty Koehler's colleagues are Amy Fuller, Caroline Hart, Destiny Henschel, Betsy Pesa, Amelia Chapman, Sarahi Ortiz, Michael Maher.
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