Greg Leonard
CFO Partner
Over thirty years of financial, accounting, and leadership experience helping companies grow, improve profitability, and increase cash flow in a variety of industries, including manufacturing, distribution, multi-unit restaurant, aviation, retail, financial technology, and software development.
Senior Financial Leader operationally focused on improving profitability, cash flow and business valuations by planning, communicating, and executing.
An operationally focused financial executive with over thirty years of financial, accounting, and leadership experience helping companies grow, improve profitability, and increase cash flow in a variety of industries, including manufacturing, distribution, multi-unit restaurant, aviation, retail, financial technology, and software development. Various roles have included CFO, EOS Integrator, V.P. Finance, Corporate Controller, Plant Controller and Manager of Financial Planning & Analysis for large domestic and international public companies. Years of experience have developed strong leadership and communication skills along with the requisite technical skills, and the ability to identify, understand, and improve most business operations.
Help Business Succeed
As a business owner myself, I am acutely aware of the issues facing owners every day in all facets of the business. This places me in a unique position to help businesses succeed by:
- Understanding pitfalls and knowing how to navigate through or around them.
- Instilling the importance of Vision in an organization to rally employees, improve communication, plan for the future, and drive results.
- Serving in the role of EOS Integrator to ensure the execution of the business plan.
As a CFO, I have direct experience in many industries, organizations large and small, and many operating environments. This allows me to impart that knowledge in many situations, such as:
- Solving accounting issues, whether related to Month-End Close and Financial Reporting, Accounts Receivable, Accounts Payable, Payroll, Audit Issues or staff evaluation. This provides the financial foundation.
- Educating businesses about the importance of strategic planning including conducting strategic planning sessions across the organization, establishing goals, monitoring progress, changing course as needed. This drives results.
- Establishing financial reporting metrics to support easy identification of concerns for the business. This drives accountability.
- Designing and applying technology solutions to improve financial processes and allow the business to redirect valuable resources to focus on business growth or diversification. This makes the business scalable.
- Executing due diligence and transition management services for divestitures or acquisitions as ownership changes take place. This will make your transaction smoother and more predictable.
Industries Served
- Manufacturing
- Distribution
- Multi-unit Restaurant
- Aviation
- Retail
- Financial Technology
- Software Development
Education
- Bentley College, Waltham, MA
Master of Science, Computer Information Systems, 1983 – 1986 - Bryant University, Smithfield, RI
Bachelor of Science in Business Administration, Accounting, 1978 – 1982
AREAS OF EXPERTISE
Helping Owners Succeed Through Execution of their Business Plan
EOS Integrator
Accounting / Finance Department Development
Financial Statement Preparation
Strategic Financial Planning & Analysis
Staff Development & Internal Controls
Cost Reductions and Rationalizations
IT & HR Support
practical Experience, Impactful solutions
Introduced EOS
Worked with the EOS Implementer and the Leadership Team to implement Traction and support the growth of the business, which tripled in six years.
Established the Accounting Department
Established the Accounting Department and set of Internal Controls for a rapidly growing organization, and hired and developed key staff as the organization scaled.
Cash Management
Implemented various cash flow models to assist growing companies forecast and manage cash.
Supported Manufacturing Cost Accounting Systems
Learned complicated cost accounting systems early in my career, which has been pivotal in diagnosing and solving complicated accounting issues for many employers and clients
Serve as an EOS Integrator
Sourced a Line of Credit
Negotiated a Line of Credit to support the rapid growth of an organization.
Information Technology
Selected and implemented new accounting and financial reporting software in a multi-national organization resulting in the ability to centralize and significantly reduce staff.
Supported Due Diligence Efforts related to Business Acquisitions
Supported the due diligence and integration process for two significant acquisitions for large recognizable multi-national organizations
Own and Operate a Business
With a partner, negotiated the purchase of a custom metal fabricator with 25 employees in 2005. We continue to own and operate this business, which has fabricated and installed many recognizable structures in Central Florida and surrounding areas.
Established the Financial Planning and Analysis Function
Introduced the Financial Planning and Analysis Function to assist in managing and executing the business plan for a rapidly growing organization.
Improved Internal Controls
Discovered and addressed several internal control issues at various organizations resulting in increased stability and unqualified audit opinions.
Roles Served
spanning 30+ years in roles including:
- Chief Financial Officer
- EOS Integrator
- V.P. Finance
- Corporate Controller
- Plant Controller
- Manger of Financial Planning and Analysis
Greg provides over thirty years of financial, accounting, and leadership experience helping companies grow, improve profitability, and increase cash flow in a variety of industries, including manufacturing, distribution, multi-unit restaurant, aviation, retail, financial technology, and software development.