FINANCE, ACCOUNTING and BACK OFFICE CONSULTING SERVICES

BOARD and MANAGEMENT ADVISOR or CFO CAPACITY EXTENSION


Results and relationship-oriented focus on building enterprise market value as a Board and/or management advisor or interim management team member developing, launching, building, and/or sustaining presence of products or services within global markets while funding and managing those efforts.  Primary attention to expanding CFO capacity through project consulting support to achieve:

Maximized Return - Maximize revenue and EBITDA through aligned performance-oriented management approach:  early stage, transitioning and high-growth businesses

Operations Aligned with Strategy – Support the alignment of company operations with strategic vision and execute financing and lean asset management to support the operating plan and investment objectives

“Right” Team and Systems - Ensure the right team, the right tools and systems, and the right motivators are in place to maximize results within the company culture, led by a strong base infrastructure and back office

Motivating Company Culture – Establish or cultivate Win/Win/Win operational mindset for customers, employees & investors to maintain a growing revenue base & retained, productive employees generating strong investment returns
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AREAS OF FOCUS

FINANCIAL and OPERATING PERFORMANCE ASSESSMENT and CHANGE – METRIC TRACKING, TIMELY                               DASHBOARD REPORTING AND ACCOUNTABILITY 
FINANCING ALTERNATIVES and FUNDRAISING SUPPORT
NET ASSET MANAGEMENT and FINANCIAL ANALYTICS
M&A DUE DILIGENCE and INTEGRATION; CREATIVE ENTITY STRUCTURING
RISK MANAGEMENT and GOVERNANCE
SYSTEMS and LEAN PROCESS ASSESSMENTS and CHANGE
H.R. and EMPLOYEE BENEFITS POSITIONING
BUDGETING and FINANCIAL PLANNING
INTERIM CFO; ADVISOR to the AUDIT COMMITTEE, CEO or CFO
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EXPERIENCE SUMMARY

C.F.O. and Operations Principal of private equity and venture capital firms as well as private equity and venture capital-backed companies.  Executive financial manager with value creation through effective risk management, well-integrated add-ons after M&A due diligence support, and lean, but efficient back-office building and expansion, or reorganization within turnaround situations.  Primary focus always on cash and liquidity with leading experience in R&D, manufacturing, and service organizations in business, education, healthcare, and technology industries.

Private Equity, Venture Capital and Financial Service Firms:  Gryphon Investors, Delphi Ventures, Elevate Ventures (non-profit VDO), and LOK Enterprises

Private Equity & Venture Capital-Backed Companies:  Direct in Biotech, Diagnostics and Medical Devices and Gryphon Portfolio Company Operations Team in Education, Healthcare Services, Logistics, Staffing and Performance Management, Automotive Aftermarket Performance, Security Services, and POS Equipment and Services

Public Accounting:  Ernst & Young
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LINDA P. O’KEEFE, C.P.A. and C.G.M.A.


LINDA P. O’KEEFE, C.P.A. and C.G.M.A.   Mobile:  (317) 294-9474E-Mail:  lok@lokent.com     www.linkedin.com
LOK Enterprises
Consulting