Philip Spellman, Cpa

Philip Spellman, Cpa Email and Phone Number

Relationship Cultivation Leader | Business Development | Passionate People Partner @
Philip Spellman, Cpa's Location
San Francisco Bay Area, United States, United States
Philip Spellman, Cpa's Contact Details

Philip Spellman, Cpa personal email

n/a

Philip Spellman, Cpa phone numbers

About Philip Spellman, Cpa

I am passionate about creating positive outcomes and lasting impacts for people and organizations - those who strive to make important contributions, their workplaces, the communities in which we live and in the world! Primarily focused on helping others through partnership, collaboration, innovative thought and by providing exceptional service to those who I am privileged to know.Active Certified Public Accountant (Texas) and possesses more than 15 years of building/cultivating relationships, business development, and strategic leadership experience. Partners with executives, their teams, consultants and project specialists across a multitude of industries including technology, education, financial, manufacturing, biotechnology, professional services, venture capital, private equity, healthcare and professional services firms. Practice expertise includes cultivating relationships to ensure successful outcomes while focusing on roles and responsibilities across the continuum from planning, research, initial relationship outreach, building authentic rapport, identification/development of opportunities, preparing/delivering proposals, closing and managing the ongoing relationship, deliverables and achieving agreed-upon outcomes. Technical specializations and experience includes Communications, Accounting + Finance, Human Resources, Program/Project Management, Organizational Change + Transformation, Business Communications, Operations, Marketing and Mergers + Acquisitions assessment and integration. Has earned accolades/awards/recommendations including Above and Beyond the Call of Duty Award at Ernst & Young, LLP for exceptional client service. Earned several multi-million dollar production milestones for growth and outstanding client service achievements in various organizations including at Robert Half (a Fortune 500 leading staffing firm), DeWinter Group (one of the highest rated/fastest growing private Bay Area search companies), and continuously demonstrated the ability to grow accounts from relationship inception to 6 and 7-figure revenue partnerships for SolomonEdwards (a national professional services firm) and our clients.Passionate about identifying an opportunity that embraces hard work, strong interpersonal abilities, continuous learning, teamwork, and celebrates authentic relationships. I am dedicated to always doing my best in the service of helping others and love partnerships where we can strive to realize successful outcomes together!

Philip Spellman, Cpa's Current Company Details
Career Break

Career Break

Relationship Cultivation Leader | Business Development | Passionate People Partner
Philip Spellman, Cpa Work Experience Details
  • Career Break
    Career Transition
    Career Break Aug 2023 - Present
    Dedicated time off for professional exploration, learning, coaching, pro-bono and volunteer work: - Career inflection-point for discovery, listening tours, special projects and professional pivoting. - Dedicated pro-bono consulting services to clients/contacts with collaboration and coaching. - 100+ hours of Continuing Professional Education to maintain active CPA license. - Learning from books, virtual courses in fundraising, estate/gift planning and advancement studies. - Business Leadership Networking events including Association of Fundraising Professionals.------------------------------------------------------------------------------------------------------------------- - Pursuing opportunities in Higher Education, Nonprofits and For-profit: *Fundraising for major, principal, estate + blended gifts - individuals, foundations, corporations. *Business Development to help drive revenue, partnerships, new clients and/or sponsorships. *Quota-carrying positions for 7-figure+ revenue/fundraising annual goals and metrics. *Open-minded and having discussions about other roles that leverage exceptional listening, analytical, interpersonal and business intelligence skills. *Seeking to make a significant and lasting impact for the greater good of society!
  • Mcdermott + Bull
    Managing Director
    Mcdermott + Bull Nov 2022 - Jun 2023
    Irvine, Ca, Us
    INTERIM EXECUTIVES | PROJECT LEADERSHIP | PRIVATE EQUITYMcDermott + Bull Interim Leaders is a unique, personalized, and urgent service that places performance-focused senior-level executives into consultative roles to manage business challenges and opportunities during a time of transformation. The interim leader talent pool consists of senior-level professionals across a diverse functional spectrum who meet the rigorous qualifications to work on time-sensitive engagements. We specialize in placing interim leaders across finance, technology, human resources, and operations functions.
  • Solomonedwards
    Vice President, Business Development (Formerly M Squared Consulting)
    Solomonedwards Oct 2017 - Oct 2022
    Wayne, Pa, Us
    Vice President, Client Engagement & Solutions leveraging deep consulting subject matter expertise to partner with clients to help solve and execute upon business challenges. Functional specializations include Business Transformation, Communications, Change/Project Management, Mergers & Acquisitions, Accounting/Finance and other Regulatory Compliance projects in the greater San Francisco Bay Area and beyond.
  • 360 Professional Search, Llc
    Partner, Co-Founder
    360 Professional Search, Llc 2013 - 2017
    San Francisco Bay Area, Ca, Us
    Specialized recruiting business in Silicon Valley/SF Bay Area. Our mission was to provide the highest levels of client and candidate satisfaction through our placements. More than 10 years of experience developing trusting relationships with top talent and hiring professionals throughout the entire Bay Area and beyond. Personal commitment is to the candidates and clients we served and had a hands-on approach from search to hire.Co-Founded company and Managing Partner responsible for creating the entity structure, operating systems, internal databases, external search tools and day-to-day business operations.Created a social media platform including company website, LinkedIn company page (with more than 1,800 followers) to establish and maintain external business relationships. Performed recruiting, business development, marketing, coordination and candidate placement efforts. Established preferred vendor agreements and subsequently was instrumental in making placements for clients and business professionals, with small-to-mid sized businesses to Fortune 500 clients.
  • Dewinter Consulting
    Director, Business Development
    Dewinter Consulting 2010 - 2012
    Campbell, California, Us
    Contributed to company becoming one of the fastest growing private entities in Silicon Valley.Special projects, high-level interim support and consulting placement in accounting & finance.Responsible for new sales, business development efforts, consultant recruiting, project coordination and placement for senior-level accounting and finance professionals.Leveraged former candidate and client relationships and developed new opportunities.
  • Robert Half Management Resources
    Division Director/Account Executive
    Robert Half Management Resources 2005 - 2009
    Menlo Park, Ca, Us
    Sales management, business development, recruiting, coordination for senior-level finance and accounting professionals for project, interim and contract-to-hire opportunities.Managed internal team of Account Executives (Sales/Recruiting), external hourly consultants and full-time salaried professionals.Earned the first Excellent Client Service Award in Las Vegas for Management Resources.Achieved all-time highs for consultant hours for the Las Vegas Management Resources DivisionAchieved Multi-Million Dollar Milestones and top sales performer in line of business in SF Bay Area, 2008
  • Valugistics And The Bristol Group
    Manager Real Estate Operations
    Valugistics And The Bristol Group 2001 - 2004
  • Greg Gordon For Mayor, Austin, Texas
    Campaign Manager
    Greg Gordon For Mayor, Austin, Texas 2001 - 2001
  • Ernst & Young
    Senior Auditor/Staff Auditor, (Internship, 1997)
    Ernst & Young 1998 - 2001
    London, Gb
  • Mccombs School Of Business, The University Of Texas At Austin
    Century Club Caller; Office Of Vp Of Development (Ut); Research Assistant
    Mccombs School Of Business, The University Of Texas At Austin 1995 - 1997
    Austin, Tx, Us

Philip Spellman, Cpa Skills

Finance Recruiting Business Development Accounting Financial Reporting Financial Analysis Mergers And Acquisitions Management Strategy Temporary Placement Forecasting Internal Controls Executive Management Sales Revenue Recognition Start Ups Leadership Process Improvement Executive Search Due Diligence Gaap Permanent Placement Project Management Marketing Team Management Executive Staffing Talent Acquisition Interviews Applicant Tracking Systems Staffing Services Technical Recruiting Internet Recruiting Benefits Negotiation Joint Ventures Outside Sales Leadership Development Team Leadership Business Networking Compensation Strategies Strategy Execution Niche Talent Acquisition Global Talent Acquisition Employee Relations Personnel Leadership Executive Support Small Business Development Cold Calling Warm Calling Inside Sales Sales And Marketing Leadership

Philip Spellman, Cpa Education Details

  • Texas Mccombs School Of Business
    Texas Mccombs School Of Business
    Master In Professional Accounting
  • The University Of Texas At Austin
    The University Of Texas At Austin
    Business

Frequently Asked Questions about Philip Spellman, Cpa

What company does Philip Spellman, Cpa work for?

Philip Spellman, Cpa works for Career Break

What is Philip Spellman, Cpa's role at the current company?

Philip Spellman, Cpa's current role is Relationship Cultivation Leader | Business Development | Passionate People Partner.

What is Philip Spellman, Cpa's email address?

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What is Philip Spellman, Cpa's direct phone number?

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What schools did Philip Spellman, Cpa attend?

Philip Spellman, Cpa attended Texas Mccombs School Of Business, The University Of Texas At Austin.

What skills is Philip Spellman, Cpa known for?

Philip Spellman, Cpa has skills like Finance, Recruiting, Business Development, Accounting, Financial Reporting, Financial Analysis, Mergers And Acquisitions, Management, Strategy, Temporary Placement, Forecasting, Internal Controls.

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