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Strategic Leader with 20+ years’ experience as Chief Financial Officer (CFO) | VP Finance | Controller | Chief Operating Officer (COO) across Technology, Financial Services, Health & Wellness, Non-Profit, and Regulatory Compliance. Adept at Change Management facilitated through Collaboration.Value Propositions:It’s about people: I'm passionate about helping every member of the team achieve success in a 360 degree frame of reference: clients, team members, owners, external stakeholders. I use my guiding principles of service, respect, honesty and carefrontation to foster trust, confidence, and personal growth in others. I’m a consistent coach & mentor to help others achieve personal and professional success. Straight-forward communication: I’m known for presenting simple, complex, abstract concepts in a clear, easy-to-understand manner. My wide breadth of financial & operational experience allows me to solve problems across all levels of an organization. Innovation & Change: Organizations (and people) are either growing or dying: status quo does not exist. My innovative mindset has been a key leadership skill allowing me to facilitate growth and expansion while retaining key staff.Success Orientation: I've always been the "Go-To" person at my company. Due to my high energy & positive attitude, I effectively champion positive change across organizational processes and systems. I'm not afraid of taking measured risk to achieve strategic goals. Specialties: Chief Financial Officer (CFO), VP Finance, Controller, Chief Operating Officer (COO), Technology, Security, Financial ServicesSoftware Expertise: QuickBooks, Great Plains, FRx, PowerPlan, Raisers Edge; Visio, CSI, FiServe, SharePoint, MicroSoft Project, Intermediate Excel, PowerPoint, Word
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Chief Financial OfficerRd Systems, Inc. Apr 2016 - PresentTustin, Ca, UsManaged all CFO responsibilities for 2 corporate entities including finance, budgeting, HR and training, cash management, banking, and risk management. Provided strategic and hands-on leadership to ISO 9001:2015 compliance and certification process. RD Systems provides premium security solutions, including access control, video surveillance, monitoring and fire/life safety services to business and governmental agencies. -
Member | Cfo | CooC-Level Partners (Clp) Right People | Right Role | Right Now Apr 2012 - PresentBoca Raton, Fl, UsC-Level Partners (www.c-levelpartners.net), is an advisory group of C-Level executives from numerous disciplines and industries who collaborate on consulting projects, business transactions, and talent search opportunities, by providing advisory services to companies and investors; and connecting companies and search firms with the best executive talent available. -
Chief Financial OfficerFractional Cfo Services Jan 2016 - Dec 2016Managed a portfolio of fractional CFO clients, including small and mid-sized companies needing an experienced financial and operational leader to facilitate growth. I am the CEO's strategic partner, one who is willing to roll up my sleeves and get things done. I have strong implementation and people skills. Areas of Expertise: Trusted Advisor/Coach, budget and forecast; financial analysis; banking relationships; HR systems; sales integration with financial reporting; and strategic planning.
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Controller / Business OperationsQuestsoft Corporation Jun 2014 - Dec 2015Directed the company’s financial and budgetary reporting systems, ensuring adequate financial flexibility to execute the company’s operating and strategic plans. Managed accounting, regulatory audits, CRM database, partner contract reporting, HR systems, sales support and business operations. Provided strategic and operational leadership to the Income VERIFY business unit (4506T and SSN verification business), overseeing a staff of 6 processing 15,000+ transactions per month and generating $1.8M in annual revenue.Software Systems: QuickBooks, Maximizer (CRM)
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Chief Financial Officer (Cfo) / Vp FinanceSocal Financial Services Group Apr 2013 - Dec 2014Forum for discussing trends, opportunities, and jobs in the Financial arena in Southern California.
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Interim Chief Financial OfficerAlta Mira Recovery Programs Aug 2013 - Mar 2014Sausalito, California, UsManaged all CFO responsibilities for 3 separate private-equity funded companies including Alta Mira Recovery Center, a premier drug and alcohol addiction treatment center specializing in adult withdrawal, sobriety, and healthy relationships, Muir Wood Adolescent & Family Services, specializing in teen withdrawal, sobriety, and family relationships, and Constellation Behavioral Health (holding company). -
Chief Financial Officer (Cfo) | Chief Operating OfficerCanon Strategic Holdings Jan 2012 - Jun 2013Canon Strategic Holdings is a holding company created to acquire national and state chartered banks in California and the Southwest USA.Established and executed multi-faceted strategies to raise capital for bank acquisitions. Created Canon's business plan, capital acquisition strategies, organizational strategic plan and comprehensive business and financial models. Collaborated with attorneys and leadership team members on organizational documents, including non-disclosure agreements, term sheets, due diligence checklist, Letters of Intent, and deal point negotiations.
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Senior Financial Manager, Receivership OversightFederal Deposit Insurance Corporation Mar 2009 - Jan 2012Washington, Dc, UsManaged West Coast portfolio of 154 failed-bank receiverships with $12 billion in assets, improving the number of completed business plans from 22% to 100% in 9 months. Prepared analysis and risk assessment on loan restructurings at all levels of Credit Review Committee. Functioned as Chief of Staff for Associate Director of West Coast office, advising on issues requiring tact and diplomacy and building consensus across diverse teams. Achieved West Coast portfolio Expense to Collection Ratio of 8.82% versus FDIC national average of 9.98%. Consistently selected to lead largest or most complex bank closings. -
Chief Operating OfficerSweek Connolly & Company, Cpa 2007 - 2008Directed all aspects of daily and strategic operations for Finance, HR, Administrative Services and IT. Supervised 3-person administrative staff and matrix-managed 12 tax professionals and staff accountants.
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Chief Financial Officer (Cfo) | Executive Vice President FinanceYmca Of Orange County 1997 - 2007Tustin, Ca, UsCFO - Executive financial,administrative, and operational authority, oversaw all Finance, IT, Risk Management, Facility Management and Construction, Grant/Contract Management, and HR systems, controls and strategies. Designed and implemented annual budget and forecasting process and monitored resource allocation, cash management and treasury to ensure conformance to budget and optimal cash flow. Implemented policies and procedures to mitigate risk and ensure audit compliance. Key member of an executive leadership team that guided the company through a strategic reorganization process, increasing program participation by 150% and annual revenue by 80% over 5 years. Supervised 45 personnel in Finance, Risk Management, Facility Management, Contracting, HR and IT.The YMCA of Orange County is a $30 million health and wellness non-profit organization serving 92,000 members -
Vice President - Business Development | Credit UnderwritingSouthern California Bank Mar 1994 - May 1996Originated and managed a portfolio of middle-market clients with revenue between $5 million and $50 million. Performed credit underwriting on all new and existing borrowers in the portfolio. Retained 100% of portfolio during 2 buy-outs/mergers.
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Chief Financial Officer (Cfo)Jl Moyneur Construction Feb 1993 - Mar 1994Implemented financial systems for this family run business. Computerized financial records in QuickBooks. Reduced receivable levels, established cash controls. Managed construction contracts.
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Director Of Finance And AdministrationWebb Automotive Group Sep 1991 - Feb 1993Large automotive holding company comprised of 8 dealerships and 4 insurance companies, with $330 million in annual revenue. • Developed financial planning and analysis for enterprise-wide strategic planning process. • Implemented cash activity and investment strategies, consolidated financial statement preparation, administration of corporate benefits packages and healthcare programs, and lending and regulatory compliance requirements.• Managed the selection and installation of payroll and HRIS software, including assembling cross-functional teams, defining technical requirements, contract negotiations, project management, evaluation of contractor performance, and staff training.
Peggy Carollo Skills
Peggy Carollo Education Details
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Michigan State University - Eli Broad College Of BusinessFinance -
Wayne State UniversityFinance And Accounting
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Vistage Key Leaders GroupExecutive Leadership And Development
Frequently Asked Questions about Peggy Carollo
What company does Peggy Carollo work for?
Peggy Carollo works for Rd Systems, Inc.
What is Peggy Carollo's role at the current company?
Peggy Carollo's current role is Chief Financial Officer.
What is Peggy Carollo's email address?
Peggy Carollo's email address is pm****@****cox.net
What is Peggy Carollo's direct phone number?
Peggy Carollo's direct phone number is +171443*****
What schools did Peggy Carollo attend?
Peggy Carollo attended Michigan State University - Eli Broad College Of Business, Wayne State University, Vistage Key Leaders Group.
What are some of Peggy Carollo's interests?
Peggy Carollo has interest in Economic Empowerment, Systems Implementation, Risk Management, Environment, Business Consulting, Non Profit, Financial Planning And Analysis, Chief Financial Officer (Cfo), Health And Wellness, Business Interests.
What skills is Peggy Carollo known for?
Peggy Carollo has skills like Strategic Planning, Forecasting, Banking, Business Strategy, Risk Management, Executive Management, Operations Management, Financial Analysis, Cash Flow, Internal Controls, Project Management, Strategy.
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