Chip Tolbert

About Chip Tolbert

FINANCIAL EXECUTIVE with over 40 years of executive-level administrative, operational and financial management experience. Prior to joining OSHEAN, Inc. and forming Tolbert Consulting LLC, held leadership positions at CVS Health Corporation, the largest pharmacy health care provider in the United States. Proven success with mergers and acquisitions, pre-merger due diligence, post-merger integration, strategic procurement, Securities and Exchange Commission filings and reviews, working collectively with investment bankers and attorneys, managing independent audits, managing system development projects, executing cost savings initiatives, solving complex business issues and managing close to 500 associates.Specialties: Chief Financial Officer and Controller Services: Interim, Part-Time, As-Needed | Merger and Acquisition Support: Pre- Acquisition Due Diligence, Contract Negotiation, Post- Acquisition Integration | Finance and Accounting Management: Business Plans and Strategies, Budgets and Forecasts, Financial Reporting, Management Reporting, Accounting Systems | Pharmacy: Retail Pharmacy, Institutional Pharmacy Services, Pharmacy Benefit Management | Problem Solving | Process Improvement | Project Management

Experience

1. Chief Executive Officer

   Tolbert Consulting, Llc

   Jan 2009 — Present · Providence, RI, US

   Tolbert Consulting LLC is an accounting and business consulting firm that provides Chief Financial Officer/Controller services and M&A Support services to large established companies with short-term financial management or project management needs and small to mid-size companies that cannot afford a full-time CFO/Controller but require executive level financial management expertise and business support. Recent interim financial management engagements include serving as Interim Chief Operating Officer for a carrier class optical transport, advanced IP-based networking and cloud-based service provider, Interim Senior Vice President, Financial Planning and Analysis for a $2 billion institutional pharmacy services company, Interim Chief Financial Officer/Controller for a division of a $150 million manufacturing company and Acting Chief Financial Officer for a development stage consumer products company. Recent M&A support engagements include integration support for a $400 million long-term care pharmacy and due diligence and integration support for a $20 million regional health care provider. Recent project management engagements include preparing budgets and business plans, preparing bank and board presentations, troubleshooting financial systems and processes and preparing for independent financial statement audits.

Education

• Florida Atlantic University

  BBA, Accounting

  1978 — 1982

Skills

• Forecasting
• Us Gaap
• Project Management
• Leadership
• Venture Capital
• Financial Planning
• Accounting Management
• Due Diligence
• Accounting
• Financial Reporting
• Management Consulting
• Mergers
• Sec Filings
• Sarbanes-Oxley Act
• Process Improvement
• Auditing
• Acquisition Integration
• Acquisitions
• Budgets
• Finance
• Strategic Financial Planning
• Restructuring
• Divestitures
• Internal Controls
• Management
• Gaap
• Financial Analysis
• Controllership Functions
• Executive Management
• Business Planning
• Operations Management
• Analysis
• Sarbanes-Oxley
• Mergers & Acquisitions