James Marello
LISLE
Summary
Dynamic CFO with a proven track record at multiple companies, excelling in strategic financial planning and cash flow management. Expert in regulatory compliance and cross-functional team leadership, I have successfully directed budget development and enhanced profitability through informed decision-making and strong stakeholder relationships.
Overview
20
20
years of professional experience
Work History
CFO
CP4 GROUP LLC
10.2020 - 03.2023
- Oversaw budgets, payroll, and accounts payable and receivable.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Managed financial, operational and human resources to optimize business performance.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
CFO
GW7 GROUP LLC
02.2016 - 02.2023
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Communicated business performance, forecasts and strategies to investors and shareholders.
- Analyzed industry trends and tracked competitor activities to inform decision making.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Devised and presented business plans and forecasts to board of directors.
- Oversaw budgets, payroll, and accounts payable and receivable.
Sales Executive
Just Great Tickets
02.2003 - 12.2017
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Met existing customers to review current services and expand sales opportunities.
- Negotiated prices, terms of sales and service agreements.
- Achieved or exceeded company-defined sales quotas.
- Kept detailed records of daily activities through online customer database.
- Stayed current on company offerings and industry trends.
- Attended monthly sales meetings and quarterly sales trainings.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
CFO, MANAGER
Vincenzo's
01.2012 - 03.2016
- Completed in-depth analyses of risks to control company profile, enhance systems, and track legal concerns.
- Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity, and internal financing.
- Maintained professional, organized, and safe environment for employees and patrons.
- Improved marketing to attract new customers and promote business.
- Managed and motivated employees to be productive and engaged in work.
- Controlled costs to keep business operating within budget and increase profits.
- Established team priorities, maintained schedules and monitored performance.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Defined clear targets and objectives and communicated to other team members.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Developed and maintained relationships with customers and suppliers through account development.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
Education
High School Diploma -
Glenbard South High Schoiol
Glen Ellyn, ILSkills
- Regulatory compliance
- Strategic financial planning
- Cash flow management
- Audit coordination
- Cross-functional team leadership
- Operational decision making
- Accounting principles understanding
- Capital raising
- Financial management
Timeline
CFO
CP4 GROUP LLC
10.2020 - 03.2023
CFO
GW7 GROUP LLC
02.2016 - 02.2023
CFO, MANAGER
Vincenzo's
01.2012 - 03.2016
Sales Executive
Just Great Tickets
02.2003 - 12.2017
High School Diploma -
Glenbard South High Schoiol
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