Darla Wellendorf

Professional business consultant and former CFO with extensive experience in all aspects of business and financial operations. Reporting methods are in accordance with Financial Accounting Standards Board (FASB) and the rules for Generally Accepted Accounting Principles (GAAP). Streamlining client operation tasks, allowing senior staff opportunities to increase revenue.

• CFO/Head of Finance/Board Advisor/Business Realignment Advisor
• Controller
• Accounting Manager
• Bookkeeping
• Budget/business models and forecasting /cash flow management
• Payroll and Payroll state compliance
• Implementation or review for of new software
• Tax, Legal, IT, Marketing, Sales resourcing, preparation and facilitation

• Served as Executive and Trusted Advisor to Ownership
• Developed and executed strategic financial forecasts, cash flow, budgets to maintain and support company growth
• Collaborated with executive team to develop long-term business strategies and drive profitability
• Closed and Prepared accurate and timely Monthly Financials
• Leveraged technology to streamline company processes and procedures and improve efficiency
• Sourced and implemented payroll to new payroll company
• Benefit Administration and Payroll
• Tax Facilitation

• Recruited directly by CEO while working as a consultant and board advisor at Adzerk, Inc. to join StepLeader and transition 24 employees from Capital Broadcasting Company’s News over Wireless Division to StepLeader
• Instrumental in securing VC funding of 4m
• Oversaw financial department, business operations and staff
• Developed and executed strategic business models, financial forecasts, cash flow, budgets to maintain and support company growth
• Closed and Prepared accurate and timely Monthly Financials
• Payroll, HR, Benefit Administration. Employee relationship and crisis management Staffing, Terminations and RIF management
• Tax Facilitation
• Board Meeting attendance and presentation

• Maintained Marketing Vertical Financial Management for Pharmaceutical Division after business acquisition of JZM, Inc. in 2007.
• Member of the executive Team for vertical to corporate executive office until all finance and business operations were consolidated to Rhinebeck, NY Corporate office.

• Led financial strategy development, aligning with organizational goals and driving sustainable growth.
• Oversaw budgeting processes, ensuring accuracy and accountability across departments.
• Directed cash flow management, optimizing liquidity and funding strategies for operations.
• Streamlined financial reporting systems, enhancing data accessibility and decision-making efficiency.
• Closely monitored key performance indicators to identify trends and make data driven decisions.
• Provided leadership and guidance to finance team, fostering a high-performance culture.
• Served as truster leadership for due diligence with acquisition team at Phoenix Marketing International.

• Worked directly with Publisher and Executive team and was responsible for financial Asset budgeting
• Monthly variance reporting
• Assisted Accounting Manager with each month end close
• Provided daily cash reporting
• National Newspaper Circulation annual benchmark reporting
• Led company's United Way Campaign for 4 years along side the Publisher, earning the Triangle's Elite Executive Eagle Award

• Oversee daily operations OB-GYN and Urology practice, ensuring compliance with healthcare regulations and organizational policies.
• Implement process improvements to enhance patient flow and operational efficiency.
• Lead cross-functional teams in strategic planning and execution of practice initiatives, collections and claims processing.
• Manage budgets and financial reporting to drive cost-effective decision-making.

• Oversee daily operations for 14 psychological professionals, ensuring compliance with healthcare regulations and organizational policies
• Responsible for all financial reporting, PR and HR.
• Lead cross-functional teams in strategic planning and execution of practice initiatives
• Mentor staff, fostering professional development and a collaborative work environment in Finance and billing departments
• Coordinate multi-disciplinary meetings to align team goals with overall practice objectives
• Responsible for all offices and space management

• Streamlined financial reporting processes for non-profit organization to enhance accuracy and timeliness of monthly statements.
• Led budgeting initiatives, aligning departmental forecasts with organizational goals and strategic priorities.
• Mentored junior staff on accounting principles, fostering professional growth and ensuring compliance with regulations.
• Analyzed variances in financial data to identify trends, providing actionable insights for executive decision-making.
• Exhibit Manager and Event coordinator for annual national conference.

• Oversaw billing processes to ensure accuracy and compliance with industry standards.
• Managed team operations, optimizing workflows and enhancing productivity in billing department.
• Developed and implemented strategies for improving billing accuracy and reducing discrepancies.
• Trained and mentored 14 junior staff on billing procedures and best practices for efficiency.
• Developed and implemented new billing standards in US and Canadian offices.