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.

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.
• 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.
• 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.

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.

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.

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.

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.

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.