Tim White Email & Phone Number

Lancaster, Pennsylvania, United States

Lancaster, Pennsylvania Area

Lancaster, Pennsylvania Area

• Provide small business owners with CFO and Controller services such as:
• Data-driven insights on where to invest marketing and human resource dollars.
• Long-term growth and profitability planning.
• Defining, measuring, and improving Key Performance Indicators relative to the business’ industry.
• Streamlining internal operations and assisting in implementation.
• Developing best practices for accounting and profitability metrics.

Lancaster, PA

• Provide financial insight and operational support to venture leads, their teams, and the venture lab.
• Develop dynamic financial models to support decision-making during ideation, proof of concept, and product development phases
• Design pitch decks and other support materials for venture leads to present to investors, board members, and others
• Collaborate with Legal, Accounting, and Operations teams to ensure accurate allocation of resources and adherence to GAAP standards
• Create and maintain cap tables
• Generate weekly and monthly consolidation reports to managing directors and board members

Lancaster, Pennsylvania Area

• Prepare the company to transition from a small business that is dependent upon the owner to a scalable organization.
• Act as an internal consultant to lead overall strategic decisions and manage critical projects.
• Systematize all business operations to allow for steady, organic, and profitable growth.
• Define and institute specific objectives and key results, and design and implement tools to allow real-time feedback to each team member regarding these performance indicators.
• Oversee all aspects of Corporate Finance, Operations, and Organizational Development.

Lancaster, Pennsylvania Area

• Corporate Finance- Generate, analyze, and consolidate financial information and monthly reports, advise CEO on corporate budget and investing, monitor and analyze project profitability and performance, monitor all cash.
• Operations- Design and implement process improvements, train staff on use of company software and other resources, review estimates before submission to client.
• Organizational Development- Spearhead strategic planning among leadership, connect employee goals to company goals, seek new strategic partnerships within the industry.
• Human Resources- Recruit and hire, review performance, maintain documentation, establish and implement employee benefits and resources.

Lancaster, Pennsylvania Area

• Generate estimates for the Roofing/Exteriors, Remodeling, and Insurance Restoration departments.
• Monitor project budgets and profitability, make adjustments as needed.
• Managed purchasing; improving process and vendor relationships to improve profitability.

Lancaster, Pennsylvania Area

• Developed and initiated business with prospective clients.
• Designed expert financial strategies.
• Consulted with and coached non-profit organizations to identify and carry out their strategic initiatives.
• Managed the information technology needs of the wealth management department.
• Strategically positioned marketing to garner new business and attract valuable employees.
• Managed the upgrade of current corporate website.

New Holland, Pennsylvania

• Managed dental office consisting of 13 employees.
• Designed and implemented creative business solutions to boost revenue, enhance teamwork, and maximize patient care.
• Managed Accounts Payable, Accounts Receivable, and Payroll; utilizing programs such as QuickBooks Pro, Quicken, Intuit Payroll, and Kodak SoftDent.
• Set the practice’s financial goals for continued growth; generated and analyzed financial reports to meet growth targets.
• Developed and organized marketing initiatives; tracked effectiveness and profitability of marketing.
• Managed all Human Resource functions.