Chad Putnam

About Chad Putnam

When you were made a leader, you weren\'t given a crown, you were given the responsibility to bring out the best in others.\"- Jack Welch My career success stems from my belief that we win as a team and each member has a contribution to make.and it is my personal accountability as an executive leader to bring out the best in others. I have applied this conviction to all facets of accounting, financial management, financial analysis, and controllership within high-profile corporations and startup environments. My specialty is successfully aligning financial objectives with Generally Accepted Accounting Principles while meeting and exceeding established goals and mission scope. I enjoy collaborating cross-functionally to achieve finance and business objectives, and I am instrumental in fundraising efforts, business planning, streamlining and improving processes, enhancing productivity, and implementing technology solutions.Simply put, my passion is my dedication to responsible leadership, and delivering value while bringing out the best in others. Specialties: Long-Term Strategic Planning | Budgeting | Cash Flow Management | Equity & Debt Financings | Financial Modeling | Mergers & Acquisitions | System Implementations (ERP)| P&L Management & Analysis | Treasury & Banking Relations | Financial Reporting | Corporate Integration | Process Improvement | Strategic Leadership | Team Building | Stock Option Plan Administration | SEC Compliance & Reporting | Risk Management

Experience

1. Executive Vice President & CFO Consultant

   Optima Office, Inc

   Jan 2023 — Present · San Diego, CA, US

   Optima Office, Inc provides Accounting, HR, CFO, and COO Specialists and Experts on a part-time, ongoing, and onsite or remote basis to clients of all sizes. We take the time to hire carefully and focus our efforts on retaining our amazing team so they can deliver consistent and reliable accounting and HR services to our growing list of clients. Although we can provide an entire accounting or HR department to businesses in every industry, from start-ups to $50+ million-dollar businesses, we also fill the gaps and ensure we give our clients exactly what they need. We take pride in our slogan Happy Staff=Happy Clients.The amazing people on our team are proactive communicators, responsive and understanding, intelligent, quick-witted, and friendly. Our culture is flexible, caring, and loyal.

Education

• University of San Diego

  Bachelor of Arts (BA), Accountancy

Skills

• Strategic Planning
• Medical Devices
• Start-Ups
• Revenue Recognition
• Mergers
• Sec Filings
• Ipo
• Accounting
• Mergers & Acquisitions
• Auditing
• Due Diligence
• Finance
• Forecasting
• Cross-Functional Team Leadership
• Financial Analysis
• Strategy
• Management
• Business Development
• Leadership
• U.s. Sec Filings