Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Gerald Paulson

Media,PA

Summary

Dynamic financial leader with extensive experience as CFO at CLX Logistics, adept at developing strategic financial plans and managing cash flow to ensure stability. Proven track record in budget management and data analysis, driving operational efficiency and risk mitigation while fostering collaboration across executive teams.

Overview

39
39
years of professional experience
1
1
Certification

Work History

Chief Financial Officer

CLX Logistics, LLC
Blue Bell , PA
02.2012 - Current
  • Developed financial strategies to support organizational goals and objectives.
  • Managed budgeting processes to ensure resource allocation aligns with priorities.
  • Analyzed financial data to identify trends and inform decision-making.
  • Collaborated with executive team to establish long-term financial plans.
  • Oversaw cash flow management to maintain financial stability and liquidity.
  • Implemented cost control measures to enhance operational efficiency across departments.
  • Oversaw cash flow management activities including accounts receivable and payable processing, payroll administration and banking functions.
  • Managed relationships with external auditors, bankers and investors to ensure compliance with all regulations.
  • Created annual budgets and monitored performance against them to ensure objectives were achieved.
  • Directed the preparation of timely and accurate financial statements in accordance with Generally Accepted Accounting Principles.
  • Ensured compliance with federal, state and local laws regarding taxation and reporting requirements.
  • Evaluated new business opportunities from a financial standpoint in order to determine viability of projects.

VP Finance / SVP Atlas Fitness

McCollisters Transportation
Burlington, NJ
09.2008 - 02.2012
  • Managed financial operations, overseeing budgeting, forecasting and financial analysis activities, after previous VP Finance retired.
  • Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company direction for fitness equipment logistics business (Atlas).

Chief Financial Officer

Jevic Transportation
Delanco, NJ
10.2000 - 10.2008
  • Developed financial strategies to support organizational goals and objectives.
  • Managed budgeting processes to ensure resource allocation aligns with priorities.
  • Analyzed financial data to identify trends and inform decision-making.
  • Oversaw cash flow management to maintain financial stability and liquidity.
  • Oversaw cash flow management activities including accounts receivable and payable processing, payroll administration and banking functions.
  • Conducted regular financial reviews of operations to identify areas for improvement in terms of cost savings or process improvements.
  • Analyzed operational processes and implemented continuous improvement initiatives to promote profitability and efficiency.
  • Prepared detailed reports for executive leadership regarding key performance indicators such as sales growth or expense ratios.
  • Developed plans to standardize and facilitate organizational asset management.
  • Implemented risk management strategies designed to protect assets while mitigating potential losses.

Controller, Sales & Distribution

FMC Corporation
Philadelphia, PA
01.1990 - 01.2000
  • Oversaw budget preparation and forecasting processes for multiple departments.
  • Led monthly financial reviews to assess performance against targets and budgets.
  • Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
  • Maintained general ledger integrity through review of account balances and transactions ensuring accuracy of information reported in the financial statements.
  • Identified areas for improvement within the finance department operations and processes.
  • Developed key performance metrics and dashboards which enabled management decision making based on real-time data.

Audit Supervisor

Coopers & Lybrand (now PwC)
Philadelphia, PA
06.1986 - 06.1990
  • Supervised audit teams to ensure compliance with industry regulations.
  • Developed comprehensive audit plans based on risk assessments.
  • Coordinated with clients to gather necessary documentation for audits.
  • Reviewed accounting records, including journal entries and general ledgers, to ensure accuracy and compliance with established policies and procedures.
  • Oversaw audits completed staff through expert guidance and mentoring.

Education

MBA - Finance

Widener University
Chester, PA
05-1993

Bachelor of Arts - Accounting

Gettysburg College
Gettysburg, SD
05-1986

Skills

  • Financial strategy
  • Budget management
  • Data analysis
  • Cash flow management
  • Risk management
  • Financial forecasting

Affiliations

  • Youth sports coach (Rose Tree Soccer, Rose Tree / Delco Phantoms Ice Hockey, Media Hoops)
  • CrossFit Level 1 Coach (Broad Street CrossFit)

Certification

  • AICPA - Inactive

Timeline

Chief Financial Officer

CLX Logistics, LLC
02.2012 - Current

VP Finance / SVP Atlas Fitness

McCollisters Transportation
09.2008 - 02.2012

Chief Financial Officer

Jevic Transportation
10.2000 - 10.2008

Controller, Sales & Distribution

FMC Corporation
01.1990 - 01.2000

Audit Supervisor

Coopers & Lybrand (now PwC)
06.1986 - 06.1990

MBA - Finance

Widener University

Bachelor of Arts - Accounting

Gettysburg College

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