Eric Meier

Eric Meier Email and Phone Number

Chief Financial Officer (CFO) and Chief Operating Officer (COO) @ Forum Financial Management, LP
Eric Meier's Location
Greater Chicago Area, United States, United States
About Eric Meier

Accomplished financial services industry leader with deep financial, operations, strategic planning, business development, and investment expertise. Strategic and collaborative partner to ownership and business partners to drive growth, increase profitability, and manage value-driven change in growth and mature companies. Significant operations and technology experience and proven ability to drive enterprise value, inspire employee engagement, and build powerful teams. Comprehensive experience in U.S., Asia, and Europe. Deep cross functional background provides the unique ability to blend investment, financial, operational, and strategic acumen along with prudent business judgement and execution skills which has resulted in a history of profitable returns for senior management, Boards, and investors. Recruited by Investors and Boards to plan, advise, and execute profitable growth and/or restructuring of companies finances and operations, along with leading and developing disciplined, collaborative, high performance teams across diverse organizational objectives. Proven expertise in analyzing opportunities/investments, selling business cases, driving consensus and negotiations, and successful leading post deal executions. Over the course of my career, I have exercised my leadership strengths to optimize financial and operating margins, build new businesses, invigorate faltering organizations, and significantly raise profits working directly with management, staff, ownership and investors.Specialties:Financial and Operational Management | Opportunity Identification | Private Market Transactions | Strategic Planning | Financial Analysis | Change Management | Operational Efficiency | Technology | Profit and Loss Management | Forecast Planning | Profit and Loss Management | Risk Management | Leadership | Valuation | Negotiations | Business Modeling | Process Improvement | Talent Identification | Mentoring |

Eric Meier's Current Company Details
Forum Financial Management, LP

Forum Financial Management, Lp

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Chief Financial Officer (CFO) and Chief Operating Officer (COO)
Eric Meier Work Experience Details
  • Forum Financial Management, Lp
    Management Consultant
    Forum Financial Management, Lp Sep 2024 - Present
    Lombard, Illinois, Us
  • Forum Financial Management, Lp
    Chief Financial Officer
    Forum Financial Management, Lp Sep 2023 - Sep 2024
    Lombard, Illinois, Us
    Strategic leadership of the Finance Function.
  • Savant Capital Management
    Chief Financial Officer
    Savant Capital Management Jun 2019 - Sep 2023
    Rockford, Il, Us
  • Performance Trust Capital Partners
    Chief Financial Officer And Managing Director
    Performance Trust Capital Partners 2015 - 2019
    Chicago, Il, Us
  • Washington Wealth Management (Now Kestra Financial Inc.)
    Chief Financial Officer (Cfo) & Chief Operating Officer (Coo)
    Washington Wealth Management (Now Kestra Financial Inc.) 2012 - 2014
    High growth asset management/registered investment advisory (RIA) firm that used an acquisition based approach to grow assets under management (AUM's) with a national footprint in multiple US cities. Executed growth strategy, managed finance, operations, technology, and support functions. Worked with C-suite on firm's capital raise to support rapid growth. Helped lead sale to a large private equity company's portfolio firm.
  • Transmarket Group Llc
    Chief Operating Officer (Coo) And Managing Director
    Transmarket Group Llc 2006 - 2012
    Chicago, Illinois, Us
    Provided financial, operational, and management leadership for a privately held technology focused global investment company active across multiple asset classes. Responsible for finance/accounting, operations, technology investments, risk management, compliance, vendor management, and HR functions at corporate and international locations. Led M&A and FP&A to acquire assets to diversify into new markets and locations.
  • Transmarket Group Llc
    Executive Vice President - Business Development
    Transmarket Group Llc Feb 2004 - Dec 2005
    Chicago, Illinois, Us
    Structured and executed an international growth strategy, established business and investment operations in India, Singapore, London, Madrid, Sydney and U.S. locations. Responsible for finance function and investments and acquisitions (sourcing, due diligence/deal structuring, and integration) of new investment teams and locations.
  • Chicago Board Of Trade (Now Cme Group)
    Vice President - Strategic Planning
    Chicago Board Of Trade (Now Cme Group) 2000 - 2004
    Us
    Led financial and operational restructuring, strategic planning, FP&A, business development, and merger & acquisition due diligence for the CEO and Board of Directors. Helped lead company's restructuring to get ready for firm's initial public offering (IPO) by redesigning company's financial structure and processes, operating platform, technology, and product pricing strategies. Company was sold for $8B several years later. Reported to CEO and Board of Directors.
  • Chicago Board Of Trade (Now Cme Group)
    Director - Corporate & International Business Development
    Chicago Board Of Trade (Now Cme Group) 1997 - 2000
    Chicago, Il, Us
    Managed international and domestic business development initiatives. Provided sourcing, investment analysis and due diligence, negotiations and post deal execution and integration on strategic acquisitions, joint ventures, and technology investments.

Eric Meier Skills

Strategy Mergers And Acquisitions Financial Services Business Valuation Financial Accounting Due Diligence Strategic Planning Investments Financial Analysis Information Technology Strategic Financial Planning Operations Management Financial Markets Investment Management Deal Structures Corporate Finance Proprietary Trading Trading Risk Management Equities Private Equity Project Management Scenario Analysis Derivatives Business Development Team Building Real Estate Human Resources Wealth Management Business Strategy Team Leadership Financial Modeling Management Broker Dealer Hedge Funds Asset Management Financial Planning Financial Reporting Financial And Operational Modeling Financial Statements Financial Statement Analysis Finance

Eric Meier Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Accounting And Finance
  • Harvard Business School Executive Education
    Harvard Business School Executive Education
  • Punahou School
    Punahou School

Frequently Asked Questions about Eric Meier

What company does Eric Meier work for?

Eric Meier works for Forum Financial Management, Lp

What is Eric Meier's role at the current company?

Eric Meier's current role is Chief Financial Officer (CFO) and Chief Operating Officer (COO).

What is Eric Meier's email address?

Eric Meier's email address is em****@****tal.com

What is Eric Meier's direct phone number?

Eric Meier's direct phone number is +131252*****

What schools did Eric Meier attend?

Eric Meier attended The University Of Chicago Booth School Of Business, Harvard Business School Executive Education, Punahou School.

What are some of Eric Meier's interests?

Eric Meier has interest in Children, Education.

What skills is Eric Meier known for?

Eric Meier has skills like Strategy, Mergers And Acquisitions, Financial Services, Business Valuation, Financial Accounting, Due Diligence, Strategic Planning, Investments, Financial Analysis, Information Technology, Strategic Financial Planning, Operations Management.

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