Wayne Schultz Email & Phone Number

New York, Ny, Us

Lead the organization’s fiscal management and strategic planning as well as oversee the investment portfolio and risk management, ensuring alignment with overall business objectives.✳ Recommend annual budgets for Finance Committee and Board of Directors approval and prepare and review pro forma budgets for proposed and existing operations, including grant projects.✳ Review activity reports and financial statements to assess operations status and progress in achieving objectives; adjust objectives based on internal operations and external business environment reviews.✳ Advise the President and Audit, Finance & Compliance Board Committee on all financial matters, including reporting, planning, stability, liquidity, risk assessment, and growth strategies.✳ Collaborate with sales and operating teams to evaluate new business opportunities and provide financial insights for ongoing projects.✳ Oversee the investment portfolio, conduct risk assessments, and provide recommendations for optimizing financial performance.✳ Manage the performance appraisal and compensation program in collaboration with Human Resources to enhance organizational effectiveness.

With over 20 years of experience in strategic and operational financial leadership, I advise service businesses that are ready to grow and set them up for success. My expertise includes financial advising, setting up finance teams and systems, building rigor and processes into the business, developing forecasts, and advising on acquisitions and exit strategies. Additionally, I provide support on pricing and contract negotiations, including negotiating with client procurement teams. With a deep understanding of the stress points of companies going through transitions, I am an experienced leader in growing an organization and its people to meet the strategies and demands of a scaling organization.

London, Gb

Promoted to provide comprehensive financial and operational leadership for this market research and analytics business and wholly owned US subsidiary of Omnicom Group, Inc. Lead a team of up to seven reports including a finance director, controller, manager of FP&A, financial analyst and accountants. Established and managed an annual budget of over $80M. Approved annual budgets for six divisions as well as the corporate division. Played an active role in strategic planning with a focus on driving growth and increasing profitability, serving a mix of consumer, pharma and healthcare clients. ✳ Established trust, and more productive internal relationships by holding quarterly face-to-face strategic and financial reviews with key company stakeholders.✳ Played a key role in the acquisition and integration of a multimillion dollar analytics business while significantly transforming the overall capabilities of the company globally.✳ Acquired a third-party digital research business which provided the basis for a new “research in the moment” product, generating millions revenue across the US and UK.✳ Brought millions of global vendor spend in house through user access panels in the US and UK, thereby improving efficiency and cost savings alongside development of new products and services.✳ Spearheaded a large-scale digital transformation resulting in a new business model and successful go to market plan as a SaaS product business.✳ Implemented processes for new client and vendor onboarding, billing and payment structure negotiation which enhanced the reporting of performance against KPIs while also improving working capital management and reducing risk.✳ Established clear and effective financial reporting across all divisions, dramatically improving visibility into operations and executive decision-making while also improving strategic planning, budgeting, financial controls and monthly reporting.

London, Gb

Brought into Hall & Partners from a role at Corporate Parent Company to bring newly acquired entity up to speed operationally, compliance-wise, financial reporting-wise, and with any other reporting requirements of publicly traded parent company (Omnicom Group, Inc. (NYSE:OMC). Led the external audit process. ✳ Established clear and effective financial reporting across all divisions, dramatically improving visibility into operations and executive decision-making while also improving strategic planning, budgeting, financial controls and monthly reporting.✳ Brought the business into full compliance with Sarbanes Oxley (SOX).

New York, Ny, Us

Reviewed and analyzed actual and forecasted financial data for 100 marketing, PR, communications and related service firms. Analyzed multiple accounts on a consolidated and individual company basis to ensure accuracy. Posted eliminating and corporate topside journal entries using Hyperion.✳ Based on performance, assigned additional special projects including SOX testing for an operating company.✳ Trained a new Financial Manager after being selected to serve as Finance Director of the subsidiary, Hall & Partners.

New York, Ny, Us

Recruited based on skill and experience initially to support the VP of Finance on all acquisitions made by the Diversified Agency Services (DAS) division. Gathered, summarized and translated granular financial data into meaning and actionable intelligence for investor presentations, inclusion in quarterly and annual reports, and other needs. Prepared sophisticated analysis and modeling for DAS Management review.

Organized, planned and completed a variety of balance sheet and income statement audits for over a dozen diverse clients while consistently meeting tight deadlines. Prepared adjusted financial reports. Trained and supervised a team of four junior accountants. Conducted extensive internal controls testing and identified errors and irregularities using fraud detection techniques. Analyzed monthly financial reports, reviewed exceptions and resolved issues and questions with client controllers and financial managers. Prepared corporate and personal tax returns. ✳ Prepared consolidated financial statements for one of the largest privately held publishing and media companies in the world with complex and diverse holdings, investments and subsidiaries.✳ Assisted in testing, selecting and implementing new audit software which increased audit effectiveness and productivity.

Assisted the Controller and Assistant Controller in preparing financial documents including the balance sheet, P&L statement and statement of cash flows. Prepared, analyzed and summarized various journals. Researched and reviewed travel and entertainment expense reports for 20 regional managers. Performed the accounts payable function for three related (wholesale, retail and discount) entities, disbursed payments, coordinated with vendors and organized files.