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ProfitTable Accounting and Advisory partners with owners and operators that want to increase profit and productivity and reduce costs. We provide advice and analysis that is easily understood, and as your trusted partner, help you maintain a profitable business. Our team values of being accurate, dependable, knowledgeable, trustworthy, and fun drive how we work with our clients. We believe our business is to support yours, and we want to be alongside you every step of the way to help you meet your goals. ProfitTable is led by a team of business advisors with over 100 years of combined experience in finance, accounting, management, and consulting. We deliver the most insightful, customized recommendations for your business combined with critical key performance measures based on your specific business challenges. Unlike other accounting firms, we provide daily and weekly financial numbers so you can manage your business more effectively. ☛ Feel free to contact me – 612-695-7142 | Todd@profitTable.net | toddjmay@icloud.com
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Cfo And OwnerProfittable Accounting And Advisory Jan 2023 - PresentEdina, Minnesota, Us -
Board ChairOdyssey Transfer Us Jan 2023 - Present
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Owner/Operating PartnerCue The Accountant Jan 2023 - PresentAccounting Consultants for independently owned restaurants -
Chief Executive OfficerEq By Equiniti 2018 - 2022New York, New York, Us► Led efforts to carve out business and staff from Wells Fargo while establishing Finance, Human Resources, Legal, Risk Management, Marketing, Board of Directors, and go-to-market strategy. ► Expanded product sets, and locations and hired staff to drive overall growth initiatives.► Introduced new technology platforms and successfully executed acquisitions to expand opportunities.► Set client service strategy leading to being named as the highest-rated service provider within the industry. -
Executive Vice President And Head Of Wells Fargo Shareowner ServicesWells Fargo 2007 - 2018San Francisco, California, Us► Drove revenue and efficiencies initiatives which resulted in a four to one revenue to expense growth rate.► Oversaw development of corporate client and investor websites resulting in enhanced use.► Relocated and upgraded data center to reduce risk and improve system reliability. ► Strengthened fraud and red flag control limiting operational losses. ► Partnered with other bank groups to create shared services in the areas of print mail, contact center management, securities trading, and other back-office functions to reduce risk, decrease cost and generate new revenue streams. -
Director, Senior Vice President Corporate DevelopmentWells Fargo 2002 - 2007San Francisco, California, Us► Led acquisition efforts for Wells Fargo businesses including the due diligence review team and processes.► Facilitated executive and finance management to obtain consensus on acquisition objectives. ► Provided management direction, supervision, and guidance to Corporate Development analysts.► Oversaw financial analysis, negotiations, due diligence, definitive agreement, transition, and post-acquisition activities completing twenty-four acquisitions and two divestitures. ► Industries reviewed in Corporate Development include community banking, commercial leasing, residential mortgage lending, brokerage, investment banking, auto finance, commercial mortgage lending, personal trust, mutual funds, money managers, institutional trust services, small business administration lending, consumer finance, super-regional banks, merchant processing businesses, insurance agencies, corporate trust services, payroll processing, receivables factoring, commercial finance, asset-based lending, and credit card.
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Vice President, Corporate DevelopmentWells Fargo 2000 - 2002San Francisco, California, Us► Reviewed all analyses completed by the department for analytical soundness and evaluation of presentation content.► Led all acquisition efforts in Texas utilizing knowledge of key business drivers and proper accounting practices for all businesses analyzed by Corporate Development.
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Avp/Senior Analyst, Corporate DevelopmentWells Fargo 1998 - 2000San Francisco, California, Us► Played a leadership role in the post-merger development of the Corporate Development office in San Francisco including interviewing staff and helping with other human capital processes.► Educated new management on the acquisition process and partnered to create confidence in the process.► Developed acquisition strategies and calling programs for potential targets.► Wells Fargo / Norwest Integration – Member of the retail steering committee for determining the “go-forward” model.
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Analyst, Corporate DevelopmentWells Fargo 1995 - 1998San Francisco, California, Us► Prepared executive management presentations and developed financial models based on financial statements and determined strategic benefits of acquisition targets. ► Acted as the primary contact with senior management of the acquisition, managing the due diligence process organizing and coordinating corporate due diligence teams. ► Reviewed legal documents to ensure acquisition goals and business needs were met.
Todd May Skills
Todd May Education Details
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Iowa State University - Ivy College Of BusinessFinance -
Drake UniversityMaster Of Business Administration
Frequently Asked Questions about Todd May
What company does Todd May work for?
Todd May works for Profittable Accounting And Advisory
What is Todd May's role at the current company?
Todd May's current role is Owner/Operating Partner.
What is Todd May's email address?
Todd May's email address is to****@****iti.com
What is Todd May's direct phone number?
Todd May's direct phone number is +161266*****
What schools did Todd May attend?
Todd May attended Iowa State University - Ivy College Of Business, Drake University.
What skills is Todd May known for?
Todd May has skills like Investments, Asset Management, Banking, Equities, Financial Services, Securities, Risk Management, Portfolio Management, Process Improvement, Strategy, Mergers And Acquisitions.
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