Amy Roman
- Role
- Chief Executive Officer at CEFO Advisors
- Location
- Saratoga Springs, NY, US
- LinkedIn followers
- 500 followers
About Amy Roman
As an accomplished CFO and change-agent, I have over 28 years of experience turning…
Experience
Chief Executive Officer
Aug 2013 — Present
Effective strategic financial leader with a unique operational understanding and proven track record of driving company initiatives and processes resulting in substantial gains in company performance. Adeptly skilled in understanding company drivers and challenges and working with management to quickly spot and understand cause and effect of trends in their business and marketplace. Effective negotiator and strong team builder.* Develops strong financial models to allow for accurate performance measures and deep dives into historical data to maximize business growth, and return on investment (ROI).* Develops strong controls, processes and systems to achieve operational excellence.* Solves even the most complex business challenges and gains buy-in at all levels resulting in strategic excellence. Areas of expertise include: Financial & Strategic Planning Budget/Projection Development & Management Mergers & Acquisitions (M&A)(Buy and Sell Side) Succession Planning Forecasting Data integration and modeling Revenue Recognition (ASC 606) Development of SOX (Sarbanes-Oxley) Controls Job Cost/Profitability Analysis Certifications include CPA (Certified Public Accountant), CGMA (Chartered Global Management Accountant) and CM & AA (Certified M&A Advisor)
Education
SUNY Geneseo
BS, Accounting, Computer Science
1981 — 1985
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