Please complete the CAPTCHA to continue
@valentgroup.com
✓
1 phone found area 205
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Terry Widman is listed as Vice President Finance at Valent Group at Valent Group, based in Birmingham, Alabama, United States. AeroLeads shows a work email signal at valentgroup.com, phone signal with area code 205, and a matched LinkedIn profile for Terry Widman.
Terry Widman previously worked as Vice President of Finance at Valent Group and Vice President of Finance at S.S Nesbitt And Company. Terry Widman holds Master Of Business Administration (Mba) from University Of Alabama At Birmingham.
This section adds company-level context without repeating Terry Widman's masked contact details.
AeroLeads found 1 current-domain work email signal for Terry Widman. Compare company email patterns before reaching out.
As a veteran of Valent Group's leadership team, I’ve been with the agency since 2010. I’m responsible for the comprehensive financial functions of the agency, bringing over twenty years of fiscal management in industries ranging from real estate to healthcare. I have a deep expertise in the financial and liability concerns of small and large businesses. My background includes serving as a controller, CPA and finance director in various accounting, audit and investment advisory positions for both for-profit and non-profit organizations.
Listed skills include Financial Reporting, Accounting, Budgeting, Financial Analysis, and 24 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Birmingham, Al, Us
Valent Group provides risk consulting and insurance services for businesses, employee benefits groups and individuals. As a wholly owned subsidiary of EBSCO Industries, Inc., a multibillion dollar Forbes Top 200 privately held company, we offer the resources and capabilities of a nationally integrated firm, with the stability and long-term outlook of a privately owned and operated boutique agency.
Birmingham, Al., Us
With roots dating back to the 1890s, S.S. Nesbitt is one of the largest privately held insurance brokerages in the Southeast providing employee benefits, business insurance and personal insurance. And as a wholly owned subsidiary of EBSCO Industries, a Fortune 200 privately held company, we offer the resources and capabilities of a nationally integrated firm, with the stability and long-term outlook of a privately owned and operated boutique agency. Twenty years of fiscal management in industries ranging from real estate to healthcare has equipped me with a deep expertise in the financial and liability concerns of small and large businesses. From investment analysis and budgeting to financial reporting, I understand risk assessment and analysis and can work with organizations of all sizes to help them make financially sound decisions. I have also served on numerous nonprofit boards.
Supervised accounting function for one of the nation’s largest providers of hospice care with over $200 million in annual revenue and 100+ locations. Prepared monthly individual agency and consolidating financial statements with supporting schedules. Prepared and submitted 100+ annual Medicare cost reports. Provided annual tax schedules. Primary liaison with Ernst and Young, independent auditors.
Managed accounting function for 25+ retail properties both operational and under construction. Responsibilities expanded to include organizing operating budgets and implementing accounting systems for a new mixed-use resort line of business. Performed in a remote controller capacity directing the on-site accounting staff as new resort properties transitioned from construction to operational phase.
Affiliated with Snow and Associates, I worked on the following:Independent Presbyterian Church Foundation 1995-2001Recruited to newly created position established to manage accounting function for $40 million in permanent funds; prepared and delivered financial reports and monitored investment and distribution policies. Proposed and implemented financial model to monitor balance of investment allocation and spending policies. Refined and implemented grant application and distribution guidelines. Wyatt R. Haskell (Haskell Properties) 1995-2001Recruited to coordinate all aspects of accounting function for various real estate ventures and financial investments. Worked closely with tax advisor and investment bankers. Developed investment models for analysis. Maintained and organized investment records. Compiled tax information and produced annual personal financial statements. Prattville Memorial Chapel and Memory Gardens 1993-2001Developed comprehensive business plan which influenced the securing of special SBA (504) financing. Designed and implemented accounting system. Proposed accounting and reporting guidelines to The Department of Insurance (regulatory authority) with respect to new legislation governing the sale of preneed cemetery and funeral merchandise and services.
Assisted in transitioning the accounting system from construction phase to operational. Reconciled financial records were delivered to the new Director of Finance.
Stanford, Ca, Us
Developed job function and launched transitional position to assist in segregation of endowment management group from other university treasury functions. Collaborated with multiple departments to develop transitional operating budgets. Designed a cash flow forecasting model and prepared annual reports for the faculty housing loan program. Continued monthly maintenance of models for several years via the internet after returning home to Birmingham.
New York, Ny, Us
Joined the professional audit staff as an assistant accountant and was promoted in accordance with an increasing level of technical and supervisory responsibilities. Lead engagements for a wide-variety of businesses. Specialized in the real estate and non-profit sectors.
Quick answers generated from the profile data available on this page.
Terry Widman works for Valent Group.
Terry Widman is listed as Vice President Finance at Valent Group at Valent Group.
AeroLeads has found 1 work email signal at @valentgroup.com for Terry Widman at Valent Group.
AeroLeads has found 1 phone signal(s) with area code 205 for Terry Widman at Valent Group.
Terry Widman is based in Birmingham, Alabama, United States while working with Valent Group.
Terry Widman has worked for Valent Group, S.S Nesbitt And Company, Southerncare Hospice Services, Aig Baker Shopping Center Properties, Llc, and Snow And Associates.
You can use AeroLeads to view verified contact signals for Terry Widman at Valent Group, including work email, phone, and LinkedIn data when available.
Terry Widman holds Master Of Business Administration (Mba) from University Of Alabama At Birmingham.
Terry Widman is listed with skills including Financial Reporting, Accounting, Budgeting, Financial Analysis, General Ledger, Internal Controls, Accounts Payable, and Forecasting.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts