Timothy Oakes Email & Phone Number

As a self-employed financial consultant, I specialize in providing tailored financial solutions that drive efficiency and enhance decision-making for my clients. My recent consulting engagement(s) span several critical areas, including:- Financial Process Improvement: Analyzing and redesigning financial processes to optimize performance and reduce costs, leading to increased operational efficiency.- Quantification of Litigation Exposure: Conducting detailed assessments to quantify potential financial risks related to litigation, enabling clients to make informed legal and strategic decisions.- Financial-Based Legal Strategy: Collaborating with legal teams to develop and implement financial strategies that support litigation and negotiation efforts, ensuring that financial considerations are integrated into legal frameworks.- Mediation Assistance: Offering financial insights and analysis to facilitate effective mediation, helping parties reach equitable resolutions through data-driven negotiations.- Mergers and Acquisitions Evaluations: Assessing financial health and potential synergies of target companies, providing critical insights that inform strategic M&A decisions.Through a commitment to excellence and a focus on results, I empower my clients to navigate complex financial landscapes with confidence.

Troy, Michigan, Us

Troy, Michigan, Us

Chairperson, Audit CommitteeMember of the Compensation CommitteeTransitioned from being a Member of the Board to being the Company's Chief Financial Officer.

Faribault, Mn, Us

Transitioned away from the role in connection with my appointment as Agrify Corporation's (NASDAQ: AGFY) Chief Financial Officer.

Jacksonville , Fl, Us

Acquired by Clearlake Capital Group, L.P. in transaction valued at $3.0b.

Wakefield, Ma, Us

Named Executive Officer for this $125 million international consulting company providing transformational custom and product-based technology solutions (both cloud and on-premise solutions). Contributing member of executive management team and directly led a 11-person accounting department staff. Broad scope of authority including executive guidance for all:Corporate/Operational Finance; Domestic and International Taxation; Risk Management; Accounting; Internal Controls / SOX; Treasury / Commercial Banking; Investor Relations; Legal (Corporate / Securities); and Mergers and Acquisitions • Successfully completed and integrated ten acquisitions primarily in the Oracle and Microsoft channels representing $53.1M in acquired service-related revenue generating $31.5M in incremental growth post integration.• Restructured the company’s federal, state, and foreign income tax footprint by consolidating and/or eliminating specific legal entities resulting in a $250K+ reduction in annual tax-related cash payments.• Facilitated multiple strategic alternative processes, in collaboration with internal stakeholders, over a three-year period leading to the merger with Alithya Group. Merger increased stockholder shares by approximately 20%, as well as cash dividend receipts of $1 per share.• Conceptualized and initiated internal control systems in compliance with Sarbanes-Oxley positioning the company to achieve no material weaknesses and clean audit opinions as an accelerated filer.• Negotiated a $20M credit facility including favorable terms and covenants for the company providing access to additional capital enabling the company to increase stockholder value through pursuit of acquisition strategy or share buy-back program. • Expanded the company’s institutional investor base, as well as increased analyst coverage from one to three analysts, related to an improvement in liquidity resulting in an appreciation in stock price.

Aliso Viejo, Ca, Us

Responsible for the overall reporting and general ledger maintenance of three operating divisions (two manufacturing divisions and a software division). Direct over sight of seven employees: accounting/finance group (accounts payable, accounts receivable, payroll, cost accountant and general ledger accountant) and management information systems group (two employees). As a member of the division’s executive management team, was responsible for driving and reporting upon all division initiatives and financial decisions. Responsible for managing government (DCAA, DCMA and GSA) relationships and reporting requirements.

Responsible for the coordination of monthly close process and preparation of monthly consolidated financial statements for 13 legal entities (encompassing 25 locations). Supervised a staff of seven (Accounts Payable Clerks, Staff Accountants, Financial Analyst and Financial Systems Manager). Assisted in the preparation of bank reporting packages, external audit packages, and internal management reports. Responsible for the coordination and filing of annual Federal and multi-state corporate reports.

Us

Responsible for overall general ledger maintenance and oversight for three separate companies, oversight and review of three wholly and majority-owned subsidiaries, preparation of monthly consolidations, implementation of recent accounting pronouncements, preparation of financial statements and related disclosures, preparation and review of Securities and Exchange Commission reporting documents (10-K, 10-Q, 8-K, Proxy Statement, Annual Report), participated with senior corporate management in the analysis and determination of solutions for a broad range of financial, budgetary and strategic decisions and direct supervision of two/three person accounting staff (Accounting Manager, Accounts Payable and Payroll).

Responsibilities included general ledger maintenance and oversight, preparation of monthly consolidations, internal reporting packages (actual, budget and forecast) and executive and director financial management reports, tax return and extension preparation (various entities and states), treasury management, implementation of new 401k Plan, preparation and review of all Securities and Exchange Commission filings, acquisition research and analysis, maintenance of several foreign subsidiaries, investor relations and direct supervision of three person accounting department.

New York, Ny, Us

Managed a diversified client base with a strong concentration in privately held and publicly owned, high technology, middle market, manufacturing and software companies. Responsible for the planning and performing of high quality value-added accounting and auditing services. Additional responsibilities related to preparation of client financial statements and related disclosures, the coordination of day-to-day audit fieldwork: identifying and responding to client concerns and issues, allocating tasks and staff resources, identifying and resolving audit issues and providing technical accounting and auditing information with respect to GAAP and/or Securities and Exchange Commission reporting requirements.