Holli Scharfschwerdt

Midlothian,TX

Summary

Accomplished CFO/Financial Analyst with a proven track record at CGB Management, adept in cash flow management and fostering financial strategy development. Spearheaded the creation of 39 companies, demonstrating exceptional leadership and analytical skills. Expert in QuickBooks and Excel, with a flair for establishing robust financial processes and strategic partnerships, significantly enhancing operational efficiency and investor relationships.

Overview

years of professional experience

Work History

CFO/Financial Analyst

CGB Management

02.2017 - Current

Created 39 individual companies, Managed 10 employees, Implemented daily operation procedures, and ran HR department.
Communicated business performance, forecasts and strategies to investors and shareholders.
Established and maintained strong relationships with customers, vendors and strategic partners.
Preformed due diligence for each new entity and created proformas to secure financing.
Created Investment packages with projected return on investment.
Oversaw budgets, payroll, and accounts payable and receivable.
Mentored finance team members, fostering a culture of professional growth and skill development within the department.
Evaluated investment opportunities diligently, contributing to informed decisions regarding potential projects and their expected returns.
Managed financial, operational and human resources to optimize business performance.

CFO

Authentic Contracting Solutions

02.2012 - Current

Oversaw budgets, payroll, and accounts payable and receivable.
Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Oversaw the preparation and submission of all tax filings, mitigating potential risks associated with noncompliance.
Maintained P&L and shouldered corporate fiscal responsibility.
Managed financial, operational and human resources to optimize business performance.

Business Owner

Business Financial Services

01.2002 - 02.2012

Offered Full Service Bookkeeping for over 100 clients.
Employed 4 full time employees.
Worked on many diverse industries. Construction, development, multi-family, medical and small business.

CFO

Realty Capital Corporation

04.1997 - 01.2002

Promoted knowledge-sharing initiatives to build a high-performing finance team.
Presented comprehensive financial reports to board members, facilitating informed governance.
Oversaw budgets, payroll, and accounts payable and receivable.
Form partnerships for investment opportunities.
Oversaw investor relations by recruiting, managing and financially reporting to.
Implemented operation procedures and development of internal departments.

Education

Accounting

Texas Tech

Lubbock, TX

Skills

Cash flow management
Financial process improvement

Financial strategy development
Quickbooks and Excel software

Timeline