Melissa Cole, Cpa, Mba Email and Phone Number
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STRATEGIC FINANCE, OPERATIONS, AND TECHNICAL PROFESSIONAL who demonstrates great attention to detail, creative critical thinking, and thoughtful leadership to exceed company expectations in fast-paced environments, from privately held to private equity backed. Known for creating order out of chaos, being adept at assimilating new industries, process improvement, budgeting and forecasting, KPI and dashboard reporting, technical and creative writing, financial analysis and strategic planning. Exceptional skills with ERPs, payroll, and technical software management and implementation.
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Chief Financial OfficerAccrual Equity Partners Dec 2024 - PresentResponsible for the strategic oversight of financial operations, risk management, capital allocation, investor relations, and financial reporting. Main areas of focus include:o Financial Strategy and Leadershipo Capital Allocation and Investment Analysiso Investor Relations and Reportingo Financial Operations and Risk Managemento Team Leadership and Development
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Chief Financial OfficerRegenesis Biomedical, Inc. Jun 2022 - Dec 2024Scottsdale, Az, UsServing as a member of the Senior Leadership Team, providing guidance, strategy, and support to all business units within this venture capital-backed medical device manufacturing organization. Responsibilities include direct management of Production and Manufacturing, Finance and Payor Support, Human Resources, Life Sciences, and Marketing departments. -
Chief Financial OfficerKaizen Collision Center Feb 2020 - Jun 2022Yuma, Arizona, Us•Oversee all back office functions of a rapidly growing, private equity-backed automotive collision repair organization. Responsibilities include developing and managing Shared Corporate Services for more than 40 locations across six states, while serving as part of the Executive Team.• Designed policies, procedures and protocols to streamline accounting functions.• Worked with Operations to improve management system processes.• Led acquisition integration team for converting and on-boarding new locations.• Partnered with owner and private equity firm to the business from six (6) locations in two (2) states to more than forty (40) locations across six (6) states. -
Chief Financial OfficerEmpower Physical Therapy Group Aug 2018 - Dec 2019Phoenix, Arizona, UsOversaw all aspects of the day-to-day Management Services operations of a private equity backed physical therapy platform company servicing thirty four (34) locations across four states. Supervising the Finance, Human Resources, IT and Billing and Verifications Departments while serving on the Senior Leadership Team and being a strategic partner to the other Senior Executives.• Built the Corporate Business Office from 4 empty walls to a fully functional corporate support hub.• Integrated 10 disparate sets of books across 5 different accounting systems into one, unified reporting system for all accounting, budgeting and financial reporting.• Designed and maintained comprehensive dashboards for productivity, payroll and revenue cycle management, as well as operational and financial reporting dashboards.• Teamed with Business Development to support due diligence functions for potential acquisitions as well as serve on the Integration Team to help transition new companies onto the platform. -
Chief Financial OfficerRunbeck Election Services Jun 2016 - Aug 2018Phoenix, Arizona, UsOversaw all aspects of the day-to-day finance operations of a print and technology organization providing innovative solutions to the elections industry. Responsibilities include maintenance of the ERP and accounting systems, financial statement preparation and presentation, custom report writing, process improvement, management of relationships with financial and professional organizations, and providing service on and to the Senior Leadership Team.• Streamlined Finance Department processes and procedures to right-size the group, offering staff growth opportunities in other areas of the organization.• Oversaw upgrades and overhauls of both Accounting and Job Costing ERP systems to yield better outputs.• Created new reporting packages for senior leadership team, allowing for timely and effective decision making.• Designed comprehensive dashboard for interactive snapshot reporting monthly to track company performance metrics. -
Chief Financial OfficerDiamondback Drugs Oct 2012 - Jun 2016Scottsdale, Arizona, UsCharged with building the accounting department and procedures from the ground up. Responsibilities included designing, implementing and overseeing all aspects of the day-to-day finance operations for this rapidly growing compounding pharmacy.• Led the company through two private equity backed Merger & Acquisition transactions within a 24-month period.• Implemented new accounting software and systems to ensure full GAAP compliance and satisfy auditing standards; established and monitored related internal control structures.• Developed and managed dashboard reporting to provide Management with real-time data to make timely and informed decisions.• Created and managed comprehensive, zero-based budgeting program which engaged the line managers as well as Senior Management in the budgeting process. -
Chief Financial Officer/ControllerO'Neil Printing, Inc. Jun 2005 - Jul 2012Phoenix, Arizona, UsOversaw all aspects of the day-to-day finance operations of a 100+ year-old small manufacturing/print communications organization. Responsibilities included maintenance of the ERP system, financial statement preparation and presentation, compliance reporting, job costing and analysis, custom report writing, process review and improvement, policy and protocol development and implementation, maintenance of outside relationships with financial and professional organizations, payroll, employee benefit plans and ESOP administration, and systems training and end-user support. -
Chief Financial OfficerMeta Services, Inc., (Now Recovery Innovations) Dec 2003 - May 2005Managed all aspects of the day-to-day operations of a regional provider of mental and behavioral healthcare to the seriously mentally ill community in Maricopa County. Responsibilities included contract negotiations with RBHA for Maricopa County, staff management across multiple departments, new lines of business validation through financial modeling, accounting system implementation, training and maintenance.
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Vice President - FinanceJones And Bartlett Publishers Apr 1996 - Oct 2003Burlington, Massachusetts, UsManaged all aspects of the day-to-day operations of the college and First Responder textbook publisher. Responsibilities included staff management across multiple departments, month end accounting and reporting, author relations, rights and royalty contract management, payroll and employee benefit plan administration, custom reporting, MIS system upgrade and user training, participation in Executive Management, maintenance of relationships with independent financial and professional organizations. -
Senior Staff AccountantGately & Associates, Pc Jun 1995 - Mar 1996Accounting, auditing and tax return preparation for the education and manufacturing industries
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Senior Staff AccountantJaffe, Yaffe & Feingold, Pc Jun 1987 - Jun 1995Accounting, auditing and tax return preparation for the manufacturing, construction, and auto dealership industries
Melissa Cole, Cpa, Mba Skills
Melissa Cole, Cpa, Mba Education Details
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Ottawa UniversityManagement And Operations -
Assumption UniversityAccounting
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Brandeis UniversityGeneral
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Framingham North High SchoolHigh School
Frequently Asked Questions about Melissa Cole, Cpa, Mba
What company does Melissa Cole, Cpa, Mba work for?
Melissa Cole, Cpa, Mba works for Accrual Equity Partners
What is Melissa Cole, Cpa, Mba's role at the current company?
Melissa Cole, Cpa, Mba's current role is Chief Financial Officer at Accrual Equity Partners.
What is Melissa Cole, Cpa, Mba's email address?
Melissa Cole, Cpa, Mba's email address is m.****@****ugs.com
What schools did Melissa Cole, Cpa, Mba attend?
Melissa Cole, Cpa, Mba attended Ottawa University, Assumption University, Brandeis University, Framingham North High School.
What are some of Melissa Cole, Cpa, Mba's interests?
Melissa Cole, Cpa, Mba has interest in Children, Education, Science And Technology, Animal Welfare, Arts And Culture, Health.
What skills is Melissa Cole, Cpa, Mba known for?
Melissa Cole, Cpa, Mba has skills like Process Improvement, Accounting, Financial Analysis, Budgets, Management, Leadership, Strategic Planning, Payroll, Financial Reporting, Financial Modeling, Crystal Reports, System Administration.
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